兆易创新发预增，预计2025年度归母净利润16.1亿元左右 同比增长46%

Core Viewpoint - The company, Zhaoyi Innovation (603986.SH), anticipates a significant increase in net profit for the fiscal year 2025, projecting approximately 1.61 billion yuan, representing a year-on-year growth of around 46% [1] Group 1: Financial Performance - The expected net profit attributable to shareholders, excluding non-recurring gains and losses, is projected to be around 1.423 billion yuan, reflecting a year-on-year increase of approximately 38% [1] - The company is experiencing steady revenue growth in 2025, driven by technological advancements, industry optimization, and effective strategic implementation [1] Group 2: Industry and Market Dynamics - The acceleration of AI computing power construction has significantly boosted demand, with the company benefiting from its products in the PC, server, and automotive electronics sectors [1] - The storage industry is on a steady upward cycle, with an optimized supply-demand structure leading to simultaneous increases in product prices and volumes [1] Group 3: Strategic Focus - The company maintains a core development goal centered on market share, continuously deepening its diversified product layout [1] - The growth in demand across multiple fields, combined with the company's extensive product matrix, creates efficient synergies that support steady annual performance growth [1]