凛冬播种 静待春发——佰维存储的“逆周期”答卷

Core Viewpoint - The storage industry is experiencing a significant downturn in 2023, with major players reducing expenditures, yet the company, Baiwei Storage, is increasing its R&D investments to prepare for future growth [2][10]. Group 1: Financial Performance - In 2023, Baiwei Storage reported a loss exceeding 600 million yuan, but its R&D investment rose to 250 million yuan, a year-on-year increase of 97.77% [2]. - For 2024, Baiwei Storage anticipates revenue of 6.695 billion yuan, representing an 86.46% year-on-year growth, and a net profit of 161 million yuan, up 125.82% [2]. Group 2: R&D and Technology - Baiwei Storage has achieved over 80% of its testing equipment through self-research, breaking through structural barriers in the industry [5]. - The company has invested over 800 million yuan in R&D over the past three years, with 447 million yuan allocated in 2024, a 78.99% increase year-on-year [5]. Group 3: Strategic Positioning - The company emphasizes the importance of mastering technology and establishing a differentiated identity to ensure product quality and long-term survival [6][8]. - Baiwei Storage strategically entered the storage testing and packaging segment to enhance its control over product quality and meet customer demands [7]. Group 4: Market Outlook and AI Integration - Baiwei Storage is preparing for the AI sector, with revenue from AI-related products exceeding 1 billion yuan in 2024, a growth of approximately 294% [10]. - The company views AI glasses as a significant growth opportunity, leveraging its integrated R&D and testing capabilities to meet the high demands of this market [11].