Core Viewpoint - The company, Rockchip Electronics Co., Ltd., anticipates significant growth in its financial performance for the first half of 2025, driven by the expanding AIoT market and its strategic product positioning [2][7]. Financial Performance Forecast - The company expects to achieve approximately 204,500 million yuan in operating revenue for the first half of 2025, representing an increase of about 79,640 million yuan, or approximately 64% year-on-year [2][4]. - The projected net profit attributable to the parent company's owners is estimated to be between 52,000 million yuan and 54,000 million yuan, reflecting an increase of 33,723 million yuan to 35,723 million yuan, or a year-on-year growth of 185% to 195% [2][4]. - The net profit attributable to the parent company's owners, after deducting non-recurring gains and losses, is expected to be between 50,500 million yuan and 52,500 million yuan, indicating an increase of 32,815 million yuan to 34,815 million yuan, or a year-on-year growth of 186% to 197% [2][4]. Previous Year Performance - In the same period last year, the company reported operating revenue of 124,860 million yuan, a net profit attributable to the parent company's owners of 18,277 million yuan, and a net profit of 17,685 million yuan after deducting non-recurring gains and losses [5]. Growth Drivers - The growth in the first half of 2025 is attributed to the ongoing expansion of the AIoT market, with AI technology increasingly penetrating various applications. The company’s long-term strategic positioning in AIoT products has allowed it to capitalize on this growth, particularly in key sectors such as automotive, industrial control, machine vision, and robotics [7].

2021-2024年，特斯联营收走向呈现两个V字形，经调整净亏损则走出了两个倒写的V字。根据特斯联近日更新的招股书，2024年特斯联营收18.43亿元，较 上年增长83.2%，经调整净亏损9.73亿元，较上年扩大62.2%。特斯联成立于2015年，向企业、城市等提供全栈AIoT(人工智能物联网)服务，2021-2024年经 调整净亏损总额31.95亿元，对大客户的依赖依然存在，2024年最大单一客户给特斯联带来29.7%的营收，五大客户产生的营收占比总营收70.6%，上述两 个数字在2023年分别是17.1%和44.5%。 "若我们不能跟上技术创新的步伐，并不断改进我们的AIoT产品以满足客户及终端用户的期望及需求，则我们的业务、经营业绩及财务状况可能会受到重 大不利影响"，在更新版的招股书中，特斯联将这部分列为风险因素的第一条。 根据官网信息，特斯联的确在各个领域做尝试，包括但不限于空间智能管理产品、医保AI便民助手、企业办公助手等。 按应用场景划分，特斯联营收来自于AI产业数智化、AI城市数智化、AI智慧生活、AI智慧能源四部分，2022-2024年AI产业数智化都是特斯联的最大营收 来源，且营收占比从6 ...

截至2024年3月31日，特斯联的产品已被来自全球136个城市的超过700个客户部署，业务遍及中国、阿 联酋、新加坡和澳大利亚市场。特斯联先后打造了2020迪拜世界博览会、深圳前海城市智慧大脑、上海 徐汇区智慧小区、廊坊大剧院等多个标杆专案，印证了其强大的产品实力。 美高域 分时图 日K线 周K线 月K线 1.32 0.02 1.54% 3.08% 2.31% 0.77% 0.00% 0.77% 2.31% 3.08% 1.26 1.27 1.29 1.30 1.31 1.33 1.34 09:30 10:30 12:00/13:00 14:00 16:10 0 103万 206万 309万 中证网讯(记者傅苏颖)8月29日晚间，美高域发布公告称，近日将完成对人工智能物联网(AIoT)企业特斯 联的投资，美高域将以此为契机，利用AI技术，进一步促进软、硬件产品的进一步发展，并在IT与AI 业务间实现协同效应，以此提升集团竞争力。此次投资与美高域长期发展目标及战略规划契合，投资额 为5000万元，占总股比0.24%。据相关人士透露，本轮融资是继D轮后开启的全新轮次，目前正在交割 中，美高域是本轮投资人之一。 作 ...