Core Viewpoint - Jiangbolong (301308.SZ) expects a net profit attributable to shareholders of 1.25 billion to 1.55 billion yuan for 2025, representing a year-on-year growth of 150.66% to 210.82% [1] - The net profit after deducting non-recurring gains and losses is projected to be 1.13 billion to 1.35 billion yuan, indicating a significant increase of 578.51% to 710.60% compared to the same period last year [1] Group 1 - During the reporting period, storage prices stabilized and rebounded after hitting a low in the first quarter, with a significant increase in demand for AI servers and a shift in production capacity towards enterprise-level products by manufacturers, leading to a further imbalance in supply and continuous price increases [1] - The company achieved profitability in the first half of the year due to its high-end product layout, expansion of overseas business, and advantages of its own brand, with steady improvement in profitability in the second half of the year [1] - The estimated non-recurring net profit for the fourth quarter is approximately 650 million to 870 million yuan [1]
江波龙(301308.SZ)：预计2025年净利润同比增长150.66%～210.82%