佰维存储上半年营收同比增长13.70%至39.12 亿元 二季度销售收入和毛利率逐步回升

Core Viewpoint - The company reported a revenue growth of 13.70% year-on-year for the first half of 2025, reaching 3.912 billion yuan, with significant improvements in sales revenue and gross margin in the second quarter [1] Financial Performance - For the first half of 2025, the company achieved an operating income of 3.912 billion yuan, a year-on-year increase of 13.70% [1] - In the second quarter, revenue grew by 38.20% year-on-year and 53.50% quarter-on-quarter [1] - The gross margin in the second quarter increased by 11.7 percentage points, with June's gross margin reaching 18.61% [1] - The company incurred share-based payment expenses of 150.225 million yuan in the first half of 2025, resulting in a net profit attributable to shareholders of -75.5705 million yuan after excluding these expenses [1] - In the second quarter, share-based payment expenses were 69.5864 million yuan, leading to a net profit of 41.2884 million yuan after adjustments [1] Research and Development Investment - To maintain long-term competitiveness in the AI era, the company increased its R&D investment in storage solutions, chip design, advanced packaging, and testing equipment, with R&D expenses amounting to 272.9289 million yuan in the first half of 2025, a year-on-year increase of 29.77% [2]