To thoroughly implement the spirit of the Central Financial Work Conference and fulfill the policy requirements of the capital market's new "Nine Articles," and to build a deep dialogue platform between listed companies and investors, helping investors gain in-depth understanding of chip design companies' core competitiveness and development strategies, on September 10, 2025, under the guidance of the Shanghai Stock Exchange, Fujian Securities and Futures Industry Association, and Fujian Listed Companies Association, Industrial Securities Co.,Ltd. organized an "I am a Shareholder" investor education activity for investors to visit listed company Rockchip Electronics Co., Ltd. (stock code: 603893).
At the beginning of the activity, investors entered Rockchip Electronics' modern corporate culture exhibition hall. Through graphic displays, physical product exhibitions, and multimedia demonstrations, investors systematically learned about Rockchip's development journey—from its early establishment focusing on repeater, MP3/MP4, and tablet processor development, to becoming an artificial intelligence Internet of Things chip design enterprise covering multiple fields including automotive electronics, machine vision, industrial control, commercial displays, smart office, and smart home applications. Under detailed explanations from company representatives, investors gained deeper insights into the company's innovative application cases of chips in the AIoT field.
After the tour, Ms. Lin Yuqiu, Board Secretary of Rockchip Electronics, along with other company leaders, engaged in in-depth discussions with investors on core topics related to the company's business development. Investors actively asked questions based on industry trends and their concerns, including the company's 2025 first-half operating performance, competitive advantages of main products, R&D investment directions and achievement transformation, downstream application market expansion plans, and opportunities and challenges in the domestic substitution process of the chip industry. Company management responded patiently to each question, sharing the company's business strategies and future development layout with a candid and pragmatic attitude.
At the end of the discussion, the Deputy Secretary-General of Fujian Securities and Futures Industry Association presented Rockchip Electronics with a commemorative cup for the Shanghai Stock Exchange's "I am a Shareholder" activity, marking the successful conclusion of this investor education event.
The on-site communication atmosphere was enthusiastic and harmonious, with investors highly praising the experience of close contact with the listed company. Several investors commented: "Through field observation and face-to-face communication, I not only clearly saw Rockchip's solid strength in chip technology R&D, but also deeply understood the company's strategic planning in the wave of domestic substitution. This immersive shareholder experience allowed us to see the management team's clear planning in technology R&D and market expansion, while also strengthening our confidence in the company's long-term development. Finally, we sincerely thank the exchange and Industrial Securities for organizing such meaningful activities, and hope to have opportunities to participate again in the future."
The following are excerpts from the exciting Q&A segments during the investor interactive communication:
**Question 1:** The company achieved operating revenue of 2.046 billion yuan in the first half of the year, a year-on-year increase of 64%, setting a historical high. What are the reasons behind this achievement?
**Answer:** In the first half of 2025, the AIoT market continued its vigorous development trend. The company, leveraging its long-term strategic layout advantages in AIoT products and responding to the development needs of AI applications on the edge side, saw flagship product RK3588 and newer product RK3576 leading various AIoT product lines to maintain high-speed growth, particularly continuing expansion in key areas such as automotive electronics, industrial applications, machine vision, and various types of robots. The company achieved operating revenue of 2.046 billion yuan in the first half of 2025, a year-on-year increase of 64%, and net profit of 531 million yuan, a year-on-year increase of 191%.
**Question 2:** Are the company's chip solutions applied in the humanoid robot field? Could you provide detailed introduction? Thank you!
**Answer:** Robotics is a key development area for the company, and we have deployed multiple advanced robot products. Among them, high-performance processor chips can serve as the "cerebellum," leveraging advantages of high performance, rich interfaces, and strong scalability to achieve human-machine interaction, motion control, environmental perception, and other functions; RV series vision chips can serve as robot "eyes"; audio chips can enable robot "voice interaction"; and the newly launched edge-side computing co-processor can serve as the robot's brain center, enabling multimodal perception, reasoning and decision-making, task planning, and other functions. The company has collaborated with many renowned domestic customers on various forms of robot products, including humanoid robot manufacturers such as Unitree Robotics and DeepRobotics.
Moving forward, Industrial Securities will continue to conduct the "I am a Shareholder" series activities under the guidance of the Shanghai Stock Exchange, continuously improving the normalized communication mechanism between investors and listed companies, promoting the deep integration of high-quality capital market development with investor education and protection, and contributing to fostering a market ecosystem of rational investment, value investment, and long-term investment.
**Company Introduction**
Rockchip Electronics Co., Ltd. ("Rockchip", stock code: 603893) was established in 2001, headquartered in Fuzhou, with branches/subsidiaries in Shenzhen, Shanghai, Beijing, Hangzhou, and Hong Kong. The company focuses on integrated circuit design and R&D, and has developed into a leading Internet of Things (IoT) and Artificial Intelligence Internet of Things (AIoT) processor chip enterprise.
Rockchip has a R&D team specializing in system-on-chip, analog circuit chip design, and algorithm research, with rich experience and technical reserves in processor and digital-analog mixed chip design, multimedia processing, imaging algorithms, and system software development.
Rockchip's main products include various types of processor chips, as well as power management chips, digital-analog mixed chips, optoelectronic products, and development board products. Market-oriented with technological innovation as its core, Rockchip is committed to providing customers with multi-level, multi-platform, multi-scenario professional solutions, empowering diverse fields including automotive electronics, machine vision, industrial applications, education and office, commercial finance, smart home, and consumer electronics.
(The above information is sourced from the listed company's official website and does not constitute investment advice.)
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