Biwin Storage Technology (SH:688525) 智通财经网·2026-01-13 13:08Core Viewpoint - The company, Baiwei Storage (688525.SH), expects to achieve a net profit attributable to shareholders of 850 million to 1 billion yuan in 2025, representing a year-on-year increase of 427.19% to 520.22% [1] Group 1: Financial Performance - The company anticipates a significant increase in net profit for 2025, with projections ranging from 850 million to 1 billion yuan [1] - This expected profit growth is attributed to a recovery in sales revenue and gross margin starting from the second quarter of 2025, following a decline in storage prices that began in the third quarter of 2024 [1] Group 2: Market Conditions - Global macroeconomic conditions have led to a decline in storage prices, which reached a low point in the first quarter of 2025 [1] - The company experienced a substantial drop in product sales prices during the first quarter of 2025 [1] Group 3: Strategic Initiatives - The company is focusing on high-speed growth in the emerging AI sector and is enhancing its advanced packaging capabilities [1] - Progress on the wafer-level advanced packaging manufacturing project is on track, with ongoing sampling and validation work according to customer requirements [1] - The company aims to provide a comprehensive solution of "storage + wafer-level advanced packaging" to its clients [1]