净利最高预增520%！存储龙头佰维存储业绩预告出炉

Core Viewpoint - The company Bawei Storage has reported significant revenue and profit growth for the year 2025, driven by industry recovery and its own business strategies [1][2]. Group 1: Financial Performance - For 2025, the company expects to achieve revenue between 10 billion to 12 billion yuan, representing a year-on-year growth of 49.36% to 79.23% [1]. - The projected net profit attributable to shareholders for 2025 is estimated to be between 850 million to 1 billion yuan, with a staggering year-on-year increase of 427.19% to 520.22% [1]. - In the fourth quarter, the company anticipates revenue of 3.425 billion to 5.425 billion yuan, reflecting a year-on-year growth of 105.09% to 224.85% and a quarter-on-quarter increase of 28.62% to 103.73% [1]. - The net profit for the fourth quarter is expected to be between 820 million to 970 million yuan, with a year-on-year growth of 1225.40% to 1449.67% and a quarter-on-quarter increase of 219.89% to 278.43% [1]. Group 2: Market and Industry Dynamics - The significant revenue increase is supported by a recovery in the industry cycle and the company's strategic business layout [2]. - Starting from the third quarter of 2024, global storage prices began to decline, reaching a low point in the first quarter of 2025, which impacted product sales prices [2]. - From the second quarter of 2025, as storage prices stabilize and key projects are delivered, the company's sales revenue and gross margin are expected to improve [2]. - The company is experiencing rapid growth in the AI emerging sector and is enhancing its advanced packaging capabilities, progressing well with its wafer-level advanced packaging project [2]. Group 3: Capital Market Performance - As the global storage market enters a super upcycle driven by AI in 2025, the demand-supply gap is widening, leading to increased market attention and expectations for the storage sector [2]. - On January 14, the company's stock price closed at 145.9 yuan per share, up 7.77%, with a total market capitalization of 68.15 billion yuan [2]. Group 4: Shareholder Activity - The second-largest shareholder, the National Integrated Circuit Industry Investment Fund II, plans to reduce its holdings by no more than 9.3426 million shares, accounting for no more than 2% of the company's total share capital [3]. - The fund initially held 36.8854 million shares, representing 7.9% of the total share capital, and had previously reduced its holdings by 4.646 million shares, cashing out approximately 546 million yuan [3].