佰维存储2025年上半年实现营业收入39.12亿元 同比增长13.70%

Group 1 - The company reported a revenue of 3.912 billion yuan for the first half of 2025, representing a year-on-year growth of 13.70%, with a quarter-on-quarter increase of 53.5% in the second quarter [1] - The company specializes in the research, design, packaging, testing, production, and sales of semiconductor memory, with products categorized into embedded storage, PC storage, automotive storage, enterprise storage, and mobile storage [1] - The company is focusing on innovation across six application areas: mobile smart terminals, PCs, industrial terminals, data centers, smart vehicles, and mobile storage, developing a comprehensive and differentiated product system [1] Group 2 - Due to the global macroeconomic environment, storage prices began to decline from the third quarter of 2024, reaching a low point in the first quarter of 2025, leading to significant price reductions in product sales [2] - Starting from the second quarter of 2025, as storage prices stabilized and key projects were gradually delivered, the company's sales revenue and gross margin began to recover, with a quarter-on-quarter increase of 11.7 percentage points in gross margin for the second quarter [2] - The company increased its R&D investment in chip design, firmware design, new product development, and advanced packaging testing by 29.77% year-on-year, with a total R&D expense of 1.5 billion yuan for the first half of 2025 [2]