证券时报·2026-03-12 13:58Core Viewpoint - The article highlights the significant financial performance and dividend distribution plans of two companies, Cambricon (寒武纪) and Shenzhen South Circuit (深南电路), for the fiscal year 2025, showcasing their growth in revenue and net profit, along with their strategic focus on market opportunities and technological advancements [2][6]. Cambricon (寒武纪) - In the fiscal year 2025, Cambricon reported a revenue of 6.497 billion yuan, marking a year-on-year increase of 453.21% [2][4]. - The net profit attributable to shareholders was 2.059 billion yuan, indicating a turnaround from a loss in the previous year [2][4]. - The company plans to distribute a cash dividend of 15.00 yuan per 10 shares, totaling approximately 632 million yuan, which represents 30.71% of the net profit for the year [5]. Shenzhen South Circuit (深南电路) - Shenzhen South Circuit achieved a total revenue of 23.647 billion yuan in 2025, reflecting a year-on-year growth of 32.05% [6][8]. - The net profit attributable to shareholders was 3.276 billion yuan, up 74.47% compared to the previous year [6][8]. - The company intends to distribute a cash dividend of 24 yuan per 10 shares, with a total payout not exceeding 1.635 billion yuan, accounting for 49.91% of the net profit [8]. Business Segments and Market Focus - Cambricon specializes in the research, design, and sales of AI core chips for various applications, including cloud servers and edge computing devices [5]. - Shenzhen South Circuit's printed circuit board business generated 14.359 billion yuan in revenue, a 36.84% increase, and accounted for 60.73% of total revenue [7]. - The company is focusing on opportunities in AI computing power upgrades, storage market growth, and the electric vehicle sector, while also enhancing its digital transformation and sustainable development efforts [7].