尊敬的投资者朋友们大家下午好欢迎大家参加中科航母技科技股份有限公司2024年度暨2025年第一季度业绩说明会感谢上海证券交易所上证入眼中心为我们搭建这样一个与投资者交流的平台增进投资者对公司的了解首先请允许我介绍出席本次业绩说明会的嘉宾 韩武纪董事长总经理陈天石博士韩武纪董事副总经理王在博士韩武纪独立董事王秀丽女士因工作安排原因王秀丽女士未参与本次视频录制但将在网络文字互动中与各位投资者进行交流我本人是韩武纪董事副总经理财务负责人兼董事会秘书叶浩尹也是今天会议的主持人 公司已于2025年4月19日在上交所披露了2024年年度报告及2025年第一季度报告欢迎各位投资者查阅下面有请公司董事长总经理陈天使博士致辞 尊敬的投资者朋友们大家下午好非常感谢大家参加中国汉武级科技股份有限公司2024年度及2025年第一季度业绩说明会首先我请代表公司董事会管理层及全体员工向长期以来关注和支持韩武级的投资者朋友们表示由衷的感谢2024年韩武级的挑战中探索前进 继续深耕人工智能芯片产品的研发与技术创新,聚焦优势业务领域,坚定不移地推动技术进步。在市场拓展方面,公司凭借出色的产品力持续拓展市场,积极助力人工智能应用落地,本期营业收 ...

Core Viewpoint - The recovery of the electronic industry and the growth of the domestic AI ecosystem have significantly improved the performance of leading AI chip companies in the A-share market, with many companies experiencing substantial increases in contract liabilities and profits in the first quarter of the year [1][2]. Group 1: Company Performance - Haiguang Information reported a net profit of 1.931 billion yuan for 2024, a year-on-year increase of approximately 50%, and a first-quarter net profit of about 500 million yuan, up approximately 75% year-on-year [2]. - Cambrian-U achieved a revenue of 1.111 billion yuan in the first quarter, nearly matching its total revenue for the previous year, and turned a profit with a net profit of 355 million yuan [2]. - Ruixinwei's net profit reached 595 million yuan last year, a year-on-year increase of 341%, and 209 million yuan in the first quarter, a year-on-year increase of about 200% [2]. Group 2: Industry Trends - The demand for AI large model training is driving rapid growth in domestic intelligent computing power, leading to significant performance increases for related listed companies [2]. - The integration of AI with traditional industries is expected to accelerate, enhancing the industry's prosperity and driving continuous business growth [1]. Group 3: Ecosystem Development - The domestic AI industry is focusing on improving its ecosystem, particularly in software, to enhance training efficiency and adapt to domestic computing power [4][5]. - Haiguang Information is collaborating with nearly 5,000 enterprises, universities, and research institutions to develop joint solutions and promote a healthy ecosystem [5]. - Cambrian is advancing its intelligent chip products and platform systems, integrating them into over 100 million smart devices, and is working on AI curriculum development in collaboration with universities [6]. Group 4: Product Innovation - Ruixinwei plans to launch co-processor solutions to address the growing demand for computing power and the slow upgrade cycle of SoC chips [6]. - Allwinner Technology is diversifying its product offerings and actively collaborating with major industry players like Xiaomi and Tencent to integrate AI applications across various markets [7].

作为国产AI芯片龙头，寒武纪-U(688256)盈利持续改善。 4月18日，公司披露最新业绩显示，今年一季度公司营收规模几乎追平去年全年，且归母净利润持续改善，季度环比增长约26%。业务条线中，去年公司云端 产品线营业收入同比大幅增长近12倍。 另外，前十大流通股东中，"牛散"章建平从去年第四季度位居公司第八大股东，并在第一季度进一步增持，北上资金也持续增持。 受益于人工智能应用落地，去年寒武纪实现营业收入11.74亿元，较上年同期增长65.56%，归母净利润-4.52亿元，同比亏损收窄近五成。其中，去年第四季度 公司归母净利润2.72亿元，实现上市以来首次盈利；去年公司应收款项减值准备转回1.59亿元，相应增厚公司盈利。 今年一季度，寒武纪实现营业收入11.11亿元，归属于上市公司股东的净利润3.55亿元，继去年第四季度扭亏后再度实现盈利，基本每股收益0.85元。 寒武纪作为A股算力龙头，能提供云边端一体、软硬件协同、训练推理融合、具备统一生态的系列化智能芯片产品和平台化基础系统软件。据披露，去年公司 智能处理器IP产品已集成于超过1亿台智能手机及其他智能终端设备中，思元系列产品也已应用于多家服务器厂商的产 ...