Zheng Quan Shi Bao·2026-01-24 08:04Group 1: Company Performance Forecasts - Multiple A-share companies are expected to see significant profit increases in 2025, with Shannon Chip Creation (香农芯创) projected to double its profits [1] - Shannon Chip Creation anticipates a net profit of 480 million to 620 million yuan for 2025, representing a year-on-year growth of 81.77% to 134.78% [1] - Godson Co. (神工股份) expects a net profit of 90 million to 110 million yuan in 2025, reflecting a growth of 118.71% to 167.31% [3] - Haoshi Electromechanical (昊志机电) forecasts a net profit of 128 million to 165 million yuan for 2025, indicating a year-on-year increase of 54.4% to 99.03% [4] Group 2: Market Drivers and Trends - Shannon Chip Creation attributes its growth to the increasing demand for enterprise-level storage driven by the rise of generative AI and the expansion of Internet Data Centers (IDC) [1] - Godson Co. cites the recovery of the global semiconductor market and increased capital expenditure in high-end logic and storage chip manufacturing as key factors for its revenue growth [3] - Haoshi Electromechanical benefits from the growing PCB market demand due to AI infrastructure and consumer electronics upgrades, alongside domestic substitution and technological innovation [4] Group 3: Product and Revenue Insights - Shannon Chip Creation's "Haipu Storage" is expected to achieve sales revenue of 1.7 billion yuan in 2025, with 1.3 billion yuan projected for the fourth quarter [1] - Godson Co. anticipates an annual revenue of 430 million to 450 million yuan for 2025, marking a growth of 42.04% to 48.65% compared to the previous year [3] - Haoshi Electromechanical's sales of PCB processing equipment and various spindle products are expected to significantly increase, enhancing overall operational capabilities [4]