DKEM(SZ:300842) Xin Lang Cai Jing·2026-01-14 11:10Core Viewpoint - The company, Dike Co., Ltd., expects a net loss of 200 million to 300 million yuan for the year 2025, a significant decline from a profit of 360 million yuan in the previous year, primarily due to non-recurring gains and losses [1] Financial Performance - The expected net profit loss for 2025 is influenced by non-recurring gains and losses, with an estimated impact of approximately -400 million to -500 million yuan on the net profit attributable to shareholders [1] - The storage chip business achieved revenue of about 500 million yuan during the reporting period, with significant year-on-year growth in both revenue scale and profitability, particularly in the fourth quarter, which generated approximately 230 million yuan in revenue [1] Risk Management - To mitigate the risks associated with silver powder price fluctuations, the company has engaged in hedging operations through silver futures contracts and has also undertaken silver leasing business to lower procurement costs [1] - The company reported substantial fair value changes in silver futures and leasing due to a rapid and significant increase in silver prices, leading to considerable losses recognized on the balance sheet date [1] Strategic Development - The company has increased its investment and layout in the storage sector, exemplified by the acquisition of Jiangsu Jingkai, which aims to establish an integrated industrial layout for chip application development, wafer testing, and chip packaging and testing [1] - The company plans to continue enhancing its development in the storage market and product research and development to capitalize on high-demand market opportunities [1]