DKEM(SZ:300842) Sou Hu Cai Jing·2026-01-14 12:16Core Viewpoint - The company, DiKe Co., Ltd., anticipates a net profit loss of 200 million to 300 million yuan for the entire year of 2025, primarily due to non-recurring losses and increased costs associated with silver procurement and stock incentive plans [1] Group 1: Financial Performance - For the first three quarters of 2025, the company's main revenue reached 12.724 billion yuan, a year-on-year increase of 10.55% [3] - The net profit attributable to shareholders decreased by 89.94% to 29.4566 million yuan [3] - The company's debt ratio stands at 81.75%, with investment income reported at -32.407 million yuan and financial expenses at 1.11 billion yuan [3] Group 2: Factors Affecting Performance - The anticipated profit loss is largely attributed to non-recurring losses, with an estimated impact of -400 million to -500 million yuan from silver price fluctuations and related hedging operations [1] - The company incurred approximately 120 million yuan in share-based payment expenses due to the implementation of an equity incentive plan [1] - The storage segment has seen significant investment, with the acquisition of Jiangsu Jingkai enhancing the company's integrated industry layout in chip application development, wafer testing, and chip packaging, leading to a substantial increase in revenue from storage chips [1] Group 3: Market Position and R&D - The company has established R&D and production centers in various regions, including Wuxi, Shanghai, and Taiwan, and has sales centers in the US, Singapore, and Hong Kong to meet global customer demands [2] - The company holds a total of 375 authorized patents, including 291 invention patents, with key patents in the photovoltaic industry supporting mainstream technologies [2]