瑞芯微25Q1业绩高增，深化布局端侧AIoT SoC平台

国投证券2025-04-25

一、公司业绩表现亮眼瑞芯微 (603893。SH)在2025年第一季度实现营收8.85亿元，同比增长62.95%，归母净利润达2.09亿元，同比激增209.65%。毛利率达到40.95%，显示公司在成本控制和产品定价方面的优势。二、端侧AI市场快速增长受益于Deepseek等模型的开源化，瑞芯微在边缘和端侧AIoT领域取得了显著进展。2025年第一季度，汽车电子、工业视觉、工业检测及各类机器人 ...

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