Core Viewpoint - The storage chip leader, Demingli, forecasts a significant increase in its 2025 annual revenue and net profit, driven by enhanced capabilities and industry recovery [1][2]. Group 1: Company Performance - Demingli expects its 2025 annual revenue to be between 10.3 billion and 11.3 billion yuan, representing a year-on-year increase of 115.82% to 136.77% [1]. - The projected net profit for 2025 is between 650 million and 800 million yuan, showing a year-on-year growth of 85.42% to 128.21% [1]. - In Q4, the company anticipates a revenue of 3.641 billion to 4.641 billion yuan, with a year-on-year increase of 209.72% to 294.79% [1]. - The expected net profit for Q4 is between 677 million and 827 million yuan, reflecting a staggering year-on-year increase of 1051.59% to 1262.41% [1]. Group 2: Industry Context - The storage industry is experiencing a recovery driven by AI demand, leading to improved sales margins and overall performance [2][3]. - Demingli's core business includes flash memory controller chip design and full-link storage solutions, with applications in various sectors such as automotive electronics and data centers [2]. - The company has shown a strong rebound in performance, with 2024 revenue reaching 4.773 billion yuan, a year-on-year increase of 168.74% [2]. - Other companies in the storage sector, like Baiwei Storage, are also reporting significant growth, indicating a broader positive trend in the industry [3].
2025年净利最高涨128.2%！650亿存储龙头德明利发布业绩预告