Core Viewpoint - The company, Shenzhen Demingli Technology Co., Ltd., anticipates significant growth in revenue and profit for 2025, driven by a new "super cycle" in the storage industry fueled by AI technology [1][2]. Group 1: Financial Projections - The company expects 2025 revenue to reach between 10.3 billion to 11.3 billion yuan, representing a year-on-year increase of 115.82% to 136.77% [1]. - The projected net profit attributable to shareholders is estimated to be between 650 million to 800 million yuan, reflecting a substantial year-on-year growth of 85.42% to 128.21% [1]. - For Q4 2025, revenue is expected to be between 3.641 billion to 4.641 billion yuan, with a year-on-year growth of 209.72% to 294.79% and a quarter-on-quarter growth of 42.78% to 81.99% [1]. Group 2: Industry Trends - The storage industry is experiencing a new cycle driven by AI, leading to explosive growth in data storage demand as major tech companies increase capital investment in AI [2]. - The storage chip market is seeing an improvement in supply-demand dynamics, with prices entering an upward trend from Q3 2025, referred to as a "super cycle" [2]. - The fourth quarter of 2025 is projected to see a year-on-year increase of over 150% in the storage spot market, with annual growth rates reaching 386% and 207% [2]. Group 3: Company Developments - The company has established a comprehensive product customization delivery system, achieving breakthroughs in customer expansion and product integration [2]. - The company has successfully entered the supply chains of several well-known enterprises, with significant growth in embedded storage and enterprise-level storage businesses [2].
德明利2025年营收预计超百亿元 同比增长115.82%至136.77%