Ingenic(SZ:300223) Ge Long Hui A P P·2026-01-29 10:58Core Viewpoint - Beijing Junzheng (300223.SZ) expects a net profit attributable to shareholders of 370 million to 403 million yuan in 2025, representing a year-on-year growth of 1.05% to 10.05% [1] Group 1: Market Recovery and Demand Growth - The storage product market demand is showing a cyclical recovery trend as downstream industries such as automotive, industrial, and medical gradually recover [1] - The demand for niche DRAM chips has entered an upward cycle since the second half of 2025, further driving revenue growth for storage chip products [1] Group 2: Revenue Growth in Chip Products - The revenue from storage chip sales has increased year-on-year due to the favorable market conditions [1] - The computing chip product line has seen good year-on-year growth, driven by the application of embedded MPU products in more market areas and enhanced competitiveness in the smart security market [1] - Continuous product development and market expansion in analog chips have led to a year-on-year increase in sales revenue for analog and interconnected chips [1]