Donghai Securities: Leading CSP Capex Continues to Rise, AI Supply Chain Companies Show Impressive Performance

AI remains the main narrative for the future, with the localization rate of related industrial chains continuing to rise.

Zhitong FinanceMay 12 14:55

Rockchip (603893) Commentary: AIoT chips demonstrate demand resilience amid rising memory prices.

Key investment highlights: Announcement: Revenue for Q1 2026 reached 1.205 billion yuan, representing a year-on-year increase of 36.22%. Gross margin improved further with the optimization of the product mix, resulting in a net profit of 329 million yuan, a year-on-year increase of 57.15%, setting a new record for the company's first quarter performance.

Shenwan Hongyuan ResearchMay 5 11:06

Depth*Company*Rockchip (603893): Advancing AIOT 2.0 Strategy, Endpoint Large Models and Coprocessor Innovation Drive High Growth in Performance

Rockchip released its annual report for 2025 and the first-quarter report for 2026. The company's performance in 2025 and Q1 2026 showed continuous year-on-year high growth, with profitability enhanced by the optimization of its product mix. The company has established a dual-track strategy of 'SoC + co-processor'.

BOC SecuritiesApr 28 19:41

Express News | Rockchip unveiled the 'Lobster Intelligent Cockpit Assistant' at the 2026 Beijing Auto Show.

BreakingsApr 27 14:03

Rockchip (603893) Q1 2026 Earnings Report Commentary: Performance Exceeds Market Expectations, AIoT Ecosystem Drives High-Quality Growth

The company’s Q1 2026 performance exceeded market expectations, with accelerated profit growth. In the first quarter of 2026, Rockchip achieved operating revenue of 1.205 billion yuan, a year-on-year increase of 36.22%; net profit attributable to shareholders was 329 million yuan, a year-on-year increase of

Dongwu SecuritiesApr 24 07:51

Rockchip (603893): Advancing towards high-end product structure with dual-track development of SOC and co-processors.

Key insights: 1. Continuous robust growth in performance, with significant profit growth rates in 2025 and the first quarter of 2026. The company has deeply cultivated AIoT across various industries, leveraging products such as RK3588, RK3576, and RV11 series as representative examples.

CSC Financial Co., Ltd.Apr 23 21:32