受全球宏观经济环境影响，存储价格从2024年第三季度开始逐季下滑，2025年第一季度达到阶段性低 点，公司一季度产品销售价格降幅较大。从2025年第二季度开始，随着存储价格企稳回升，公司重点项 目逐步交付，公司销售收入和毛利率逐步回升，经营业绩逐步改善。2025年度公司在AI新兴端侧领域 保持高速增长趋势，并持续强化先进封装能力建设，晶圆级先进封测制造项目整体进展顺利，目前正按 照客户需求推进打样和验证工作，为客户提供"存储+晶圆级先进封测"一站式综合解决方案。 智通财经APP讯，佰维存储(688525.SH)发布公告，公司预计2025年度实现归属于母公司所有者的净利 润8.5亿元至10亿元，同比增加427.19%至520.22%。 ...

Core Viewpoint - The company, Baiwei Storage (688525.SH), anticipates significant revenue and profit growth for the year 2025, driven by a recovery in storage prices and advancements in AI-related projects. Group 1: Revenue Projections - The company expects to achieve an operating revenue of between 1,000,000.00 million and 1,200,000.00 million yuan in 2025, representing a year-on-year growth of 49.36% to 79.23% [1] - For the fourth quarter of 2025, the projected revenue is between 342,491.62 million and 542,491.62 million yuan, with a year-on-year increase of 105.09% to 224.85% and a quarter-on-quarter growth of 28.62% to 103.73% [1] Group 2: Profit Projections - The expected net profit attributable to the parent company for 2025 is between 85,000.00 million and 100,000.00 million yuan, indicating a year-on-year increase of 427.19% to 520.22% [1] - In the fourth quarter of 2025, the net profit attributable to the parent company is projected to be between 81,958.61 million and 96,958.61 million yuan, with a year-on-year growth of 1225.40% to 1449.67% and a quarter-on-quarter increase of 219.89% to 278.43% [1] Group 3: Non-Recurring Profit Projections - The net profit attributable to the parent company, excluding non-recurring gains and losses, is expected to be between 76,000.00 million and 90,000.00 million yuan for 2025, reflecting a year-on-year increase of 1034.71% to 1243.74% [2] - For the fourth quarter of 2025, the projected net profit, excluding non-recurring items, is between 77,836.03 million and 91,836.03 million yuan, with a year-on-year growth of 393.99% to 482.85% and a quarter-on-quarter increase of 264.90% to 330.54% [2] Group 4: Market and Operational Insights - The company has experienced a decline in storage prices since Q3 2024, reaching a low point in Q1 2025, which has impacted product sales prices significantly [2] - Starting from Q2 2025, as storage prices stabilize and key projects are delivered, the company anticipates a gradual recovery in sales revenue and gross margin, leading to improved operational performance [2] - The company is maintaining a high growth trend in the AI emerging sector and is enhancing its advanced packaging capabilities, with ongoing progress in wafer-level advanced packaging projects [2] - To improve market competitiveness, the company is increasing investments in chip design, firmware design, new product development, and advanced packaging R&D, while also attracting industry talent [2]

证券代码：688525 证券简称：佰维存储 公告编号：2026-005 深圳佰维存储科技股份有限公司 二、上年同期业绩情况和财务状况 2025 年年度业绩预盈公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 （1） 经财务部门初步测算，深圳佰维存储科技股份有限公司（以下简称 "公司"）预计 2025 年实现营业收入 1,000,000.00 万元至 1,200,000.00 万元，与上 年同期（法定披露数据）相比，将增加 330,481.49 万元至 530,481.49 万元，同比 增长 49.36%至 79.23%。2025 年第四季度单季营收 342,491.62 万元至 542,491.62 万元，同比增长 105.09%至 224.85%，环比增长 28.62%至 103.73%。 （2） 预计 2025 年度实现归属于母公司所有者的净利润 85,000.00 万元至 100,00 ...

佰维存储公告，公司预计2025年度实现归属于母公司所有者的净利润8.5亿元至10亿元，与上年同期 （法定披露数据）相比，将增加68876.66万元至83876.66万元，同比增加427.19%至520.22%。 (本文来自第一财经) ...

佰维存储公告称，预计2025年营收100.00亿元至120.00亿元，同比增长49.36%至79.23%；净利润8.50亿 元至10.00亿元，同比增加427.19%至520.22%。扣非净利润7.60亿元至9.00亿元，同比增加1034.71%至 1243.74%。2025年第四季度单季营收、净利润、扣非净利润均大幅增长。业绩改善因存储价格回升、 重点项目交付及AI新兴端侧领域增长。公司加大研发投入，引进行业人才。预告数据未经审计，以年 报为准。 ...

每经AI快讯，1月13日，佰维存储(688525.SH)公告称，公司预计2025年归属于母公司所有者的净利润为 8.50亿元-10.00亿元，同比增长427.19%至520.22%。受全球宏观经济环境影响，存储价格从2024年第三 季度开始逐季下滑，2025年第一季度达到阶段性低点，公司一季度产品销售价格降幅较大。从2025年第 二季度开始，随着存储价格企稳回升，公司重点项目逐步交付，公司销售收入和毛利率逐步回升，经营 业绩逐步改善。2025年度公司在AI新兴端侧领域保持高速增长趋势，并持续强化先进封装能力建设， 晶圆级先进封测制造项目整体进展顺利，目前正按照客户需求推进打样和验证工作，为客户提供"存储 +晶圆级先进封测"一站式综合解决方案 ...

人民财讯1月13日电，佰维存储(688525)1月13日公告，预计2025年度实现归属于母公司所有者的净利润 8.5亿元至10亿元，同比增加427.19%至520.22%。从2025年第二季度开始，随着存储价格企稳回升，公 司重点项目逐步交付，公司销售收入和毛利率逐步回升，经营业绩逐步改善。 ...

每经AI快讯，数据显示，周二（1月13日），共有5家公司限售股解禁，合计解禁量为6.06亿股，按最新 收盘价计算，合计解禁市值为98.0亿元。 从解禁股数占总股本比例来看，融发核电、华盛锂电、佰维存储解禁比例居前，解禁比例分别为 27.0%、25.35%、0.39%。 从解禁市值来看，融发核电、华盛锂电、佰维存储解禁市值居前，解禁市值分别为51.86亿元、43.64亿 元、2.36亿元。 从解禁量来看，融发核电、华盛锂电、佰维存储解禁量居前，解禁股数分别为5.62亿股、4042.9万股、 182.25万股。 ...

Group 1 - US stock market showed slight gains with the Dow Jones up 0.17%, Nasdaq up 0.26%, and S&P 500 up 0.16%, with both Dow and S&P reaching new closing highs [3] - Major tech stocks had mixed performance, with Oracle up 3.1%, Google up 1.1%, and Tesla up 0.9%, while Meta and Intel saw declines of 1.7% and 3.1% respectively [3] - Financial sector declined over 1%, led by a drop in major banks following President Trump's announcement of a 10% cap on credit card interest rates starting January 20 [3] Group 2 - Precious metal prices surged due to risk aversion, with COMEX gold futures rising 2.54% to $4604.30 per ounce and silver futures up 7.26% to $84.61 per ounce [4] - Industrial metals also saw a rebound, with copper prices returning to $6 per pound and other metals like aluminum and nickel increasing by over 1% [4] Group 3 - Guizhou Moutai has set contract prices for some products for 2026, with significant price reductions for various types of Moutai liquor, including a drop from 2969 yuan to 1859 yuan per bottle for premium Moutai [8] - The company is adjusting its pricing strategy in response to market conditions, which may impact its revenue and profitability [8] Group 4 - The commercial aerospace sector remains active, with multiple stocks experiencing significant movements, although some companies clarified they are not involved in commercial aerospace [9] - Companies like North Navigation and Aerospace Changfeng have issued announcements regarding their business layouts in response to market interest [9] Group 5 - The market liquidity is currently abundant, and thematic trading is expected to continue, indicating a positive outlook for certain sectors [11] - Analysts suggest that the cross-year market trend may continue, although there is an increased risk of short-term technical corrections [10]

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 大股东持有的基本情况 本次减持计划实施前，国家集成电路产业投资基金二期股份有限公司（以下简称"国家集成电路基金二 期"）持有深圳佰维存储科技股份有限公司（以下简称"公司"）股份32,239,396股，占公司目前总股本的 6.90%。 上述股东的股份来源于公司首次公开发行前取得的股份，已全部解除限售并上市流通。 ● 减持计划的主要内容 一、减持主体的基本情况 ■ 上述减持主体无一致行动人。 大股东过去12个月内减持股份情况 ■ 注：减持比例以披露减持结果时的总股本计算。 二、减持计划的主要内容 ■ 预披露期间，若公司股票发生停牌情形的，实际开始减持的时间根据停牌时间相应顺延。 （一）相关股东是否有其他安排 □是 √否 （二）大股东此前对持股比例、持股数量、持股期限、减持方式、减持数量、减持价格等是否作出承诺 √是 □否 1、关于限售安排 自2021年9月1日（本企业对公司增资，并完成工商变更登记之日 ...