Core Viewpoint - 瑞芯微电子股份有限公司 has completed the cancellation of 789,000 stock options, which will not affect the company's capital structure or financial performance, nor the implementation of related incentive plans [1][2]. Group 1: Stock Options Cancellation - The cancellation of stock options was approved by the company's board and supervisory board [1]. - The specific details of the stock options cancellation were disclosed in previous announcements [1]. Group 2: AIoT Market and Company Performance - The company participated in the 2024 annual AI-themed performance briefing, discussing its operational results and financial status for 2024 and Q1 2025 [3][4]. - The company reported a revenue of 3.136 billion yuan in 2024, a year-on-year increase of 46.94%, and a net profit of 595 million yuan, up 341.01% [12]. - In Q1 2025, the company achieved a revenue of 885 million yuan, a 62.95% increase year-on-year, and a net profit of 209 million yuan, growing by 209.65% [12]. Group 3: AIoT Development and Strategy - The company is focusing on AI development, continuously iterating its self-developed NPU modules since 2018 to enhance AI support efficiency [5]. - The AIoT market is rapidly growing, and the company plans to launch co-processor chips to address the increasing demand for computing power [6]. - The company aims to maintain a strong R&D investment in AIoT, leveraging its technology and product advantages to capture market opportunities [7][14]. Group 4: Market Opportunities and Challenges - The company sees significant opportunities in the domestic AIoT market, particularly in automotive electronics, where it aims to increase its market share [8][9]. - The company has established a compliance system to address supply chain security challenges amid evolving international trade conditions [11]. - The company is gradually expanding its AIoT market globally, starting from a strong domestic base [10].

每经记者 朱成祥 每经编辑 陈俊杰 4月30日下午，上交所举行2024年度沪市主板人工智能专题集体业绩说明会，参与公司有瑞芯微 （603893.SH，股价170.47元，市值714.11亿元）、三六零（601360.SH，股价10.23元，市值716.05亿 元）等。 瑞芯微认为，AI（人工智能）大模型不断迭代升级、使用效果全面提升，特别是在今年春节期间以 DeepSeek为代表、国内各家头部大模型公司快速迭代的一系列开源大模型，同时小参数量、适合端侧 部署的模型呈现越来越好的效果。这为边端侧AI应用发展带来颠覆性变革。随着AI端侧开发门槛显著 降低，得益于本地处理的实时性、低网络依赖、隐私保护等优势，AI技术在汽车、机器人、教育、家 庭、医疗等场景，以及可见的工业、农业、服务业等领域加速落地应用，将引发未来可预见的5~10年 边端侧的AIoT（智能物联网）高速发展。 对此，瑞芯微表示："公司自2018年推出第一代人工智能处理器NPU以来，经过持续迭代、不断推出多 款内置NPU的AIoT SoC（系统级芯片），已形成内置0.2TOPs（每秒可执行一万亿次）到6TOPs NPU算 力的AIoT SoC完整布局， ...