兆易创新(603986.SH)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 year 2025, projecting approximately 1.61 billion yuan, which represents a year-on-year growth of around 46% [1] Financial Performance - The net profit attributable to shareholders, excluding non-recurring gains and losses, is expected to be around 1.423 billion yuan, reflecting a year-on-year increase of approximately 38% [1] - The company is set to achieve steady growth in operating revenue for 2025, driven by multiple synergistic effects from technological transformation, industry pattern optimization, and effective implementation of corporate strategy [1] Industry Dynamics - The demand for AI computing power is significantly increasing, benefiting the company’s products in sectors such as PC, servers, and automotive electronics [1] - The storage industry is experiencing a steady upward cycle, with an optimized supply-demand structure leading to simultaneous increases in product prices and volumes [1] Strategic Focus - The company maintains a development goal centered on market share, continuously deepening its diversified product layout [1] - Growth in demand across multiple fields, combined with the company’s extensive product matrix, provides solid support for the steady rise in annual performance [1]