Sharetronic(SZ:300857) Zheng Quan Shi Bao Wang·2025-10-30 01:35Core Insights - The company reported a significant increase in revenue and net profit for the first three quarters of 2025, with revenue reaching 8.331 billion yuan, a year-on-year growth of 54.43%, and net profit of 0.698 billion yuan, up 25.30% [2] - The third quarter alone saw record highs in both revenue and net profit, with figures of 3.387 billion yuan and 0.266 billion yuan respectively [2] Group 1: Industry Trends - The storage industry has entered a price increase cycle since Q2 2025, with prices for various storage products rising significantly for five consecutive months [3] - Morgan Stanley forecasts a multi-year "super cycle" for the storage industry, predicting the global storage market could reach 300 billion dollars by 2027 [3] - The current storage cycle is believed to be driven by AI, with expectations of continued price increases into Q4 2025 and 2026 due to severe shortages [3] Group 2: Company Developments - The company aims to build an integrated computing power foundation, having deployed multiple large-scale computing clusters globally [3] - A procurement plan for 150 million yuan worth of solid-state drives has been announced to enhance the company's data storage server production capabilities [4] - The company has made breakthroughs in industrial automation and intelligent robotics, launching the FCloud intelligent training platform to serve various sectors including finance and biomedicine [5] Group 3: International Expansion - The company is actively expanding its international presence and has submitted an application for H-share listing on the Hong Kong Stock Exchange to enhance its overseas business layout and financing capabilities [6]