Rockchip(603893) 上海证券报·2025-04-15 22:00Financial Performance Summary - In 2024, the company achieved total operating revenue of approximately 3.14 billion yuan, representing a year-on-year growth of 46.94% [2] - The net profit attributable to shareholders reached approximately 594.86 million yuan, a significant increase of 341.01% year-on-year [2] - The net profit after deducting non-recurring gains and losses was approximately 538.39 million yuan, up 326.22% year-on-year [2] - Basic earnings per share were reported at 1.42 yuan, reflecting a growth of 343.75% [2] Business Operations and Market Trends - The global electronic market demand has rebounded, driven by rapid advancements in AI technology and the expansion of application scenarios, benefiting the company's long-term focus on AIoT [3] - The company leveraged its AIoT chip "雁形方阵" layout advantages, with flagship chip RK3588 leading the way, resulting in a sustained increase in market share across various AIoT product lines, particularly in automotive electronics, machine vision, and industrial applications [3] - For 2025, the company plans to continue developing automotive electronics, industrial applications, and machine vision products, while also focusing on the research and development of next-generation flagship chips [3] Non-Recurring Gains and Losses - In 2024, non-recurring gains and losses, including fair value changes of investments and government subsidies, impacted the company's net profit by approximately 56.47 million yuan, compared to 8.57 million yuan in the previous year [4] Q1 2025 Performance Forecast - For the first quarter of 2025, the company expects net profit attributable to shareholders to be between 200 million and 225 million yuan, an increase of 132.35 million to 157.35 million yuan, translating to a year-on-year growth of 196% to 233% [8][10] - The forecasted net profit after deducting non-recurring gains and losses is expected to be between 198 million and 221 million yuan, with a year-on-year increase of 200% to 235% [8][10] - The anticipated growth is attributed to the rapid expansion of the AIoT market and the company's strategic positioning in the sector [12]