佰维存储(688525.SH)发布半年度业绩，归母净亏损2.26亿元

Core Viewpoint - The company reported a revenue of 3.912 billion yuan for the first half of 2025, reflecting a year-on-year growth of 13.70%, but faced a net loss attributable to shareholders of 226 million yuan, marking a shift from profit to loss [1] Financial Performance - Revenue for the reporting period reached 3.912 billion yuan, up 13.70% year-on-year [1] - The net profit attributable to shareholders was a loss of 226 million yuan, a change from profit to loss compared to the previous year [1] - The non-recurring net profit also showed a loss of 232 million yuan, indicating a similar trend of loss [1] - Basic earnings per share were reported at -0.51 yuan [1] Market Conditions - The global macroeconomic environment has led to a decline in storage prices starting from Q3 2024, with the first quarter of 2025 witnessing a significant drop in product sales prices [1] - Sales gross margin in Q2 showed a sequential increase of 11.7 percentage points, with June's gross margin recovering to 18.61% [1] R&D Investment - The company has increased its investment in chip design, firmware design, new product development, and advanced packaging and testing, resulting in a year-on-year increase of 29.77% in R&D expenses [1]