Group 1 - The company held an investor relations event from September 17 to 19, analyzing the storage market trends and predicting a comprehensive price increase in the fourth quarter due to sustained demand for AI servers [1] - The company’s enterprise-level SSD products have gained recognition from multiple leading clients, ranking third in total capacity for enterprise-level SATA SSDs in China for 2024, and first among domestic brands [1] - The company has launched SOCAMM2 memory products specifically designed for AI data centers, which, while not yet generating revenue, possess significant application potential [3] Group 2 - The company has partnered with SanDisk to implement a TCM model, with its self-developed UFS4.1 products outperforming mainstream market products in terms of performance and power consumption, and is accelerating the introduction of these products [3] - As of the end of July, the cumulative deployment of the company’s main control chip series exceeded 80 million units, demonstrating rapid growth [3] - The company reported a revenue of 10.196 billion yuan and a net profit attributable to shareholders of 14.77 million yuan for the mid-2025 period, indicating ongoing breakthroughs in enterprise-level SSD and AI data center applications that may enhance competitiveness in the AI-driven storage market cycle [3]
江波龙：预计AI驱动存储价上涨 企业级SSD国产品牌第一