Netac(SZ:300042) Ge Long Hui A P P·2026-01-21 08:47Core Viewpoint - Langke Technology (300042.SZ) expects to achieve a net profit attributable to shareholders of 21 million to 31 million yuan in 2025, marking a turnaround from losses, with a net profit excluding non-recurring gains and losses projected at 23 million to 34 million yuan, also indicating a return to profitability [1] Group 1: Financial Performance - The company anticipates a significant improvement in financial performance, with both net profit and adjusted net profit expected to turn positive compared to previous periods [1] - The projected net profit range for 2025 indicates a recovery, with figures suggesting a substantial increase from prior losses [1] Group 2: Market Dynamics - The global AI server market is driving increased demand for storage products, leading to a shift in production capacity towards high-performance server storage products [1] - The imbalance in supply and demand for storage products is expected to result in a significant price increase starting from the second quarter of 2025 [1] Group 3: Strategic Response - The company has made timely inventory preparations in response to market conditions, which is expected to enhance sales revenue and gross margin as storage prices rise [1] - The gradual improvement in operational performance is linked to the strategic adjustments made in anticipation of market trends [1]