半导体早参 | 存储模组龙头江波龙全年净利预增150.66%～210.82%，闪迪业绩、指引双超预期

Group 1: Company Insights - 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%. The recovery in storage prices and increased demand from AI servers contributed to this growth [2] - SanDisk reported a sales revenue of 3.03 billion USD for its second fiscal quarter of 2026, a year-on-year increase of 61%. Adjusted earnings per share reached 6.2 USD, up 404% from the previous year, exceeding market expectations [2] - Helin Micro-Nano (688661.SH) anticipates a net profit of 26 million to 33 million yuan for 2025, indicating a turnaround from losses. The growth is driven by increased demand for high-performance computing chips and optimized business structure [3] Group 2: Industry Trends - The storage chip industry is currently experiencing a price increase due to factors such as surging AI demand and supply-side contraction, leading to a performance boom for global storage chain enterprises [3] - The semiconductor equipment and materials sector is identified as a key area for domestic substitution, benefiting from the AI revolution and ongoing technological advancements [4] - The semiconductor equipment ETF (562590) focuses on the upstream semiconductor sector, with significant allocations to semiconductor equipment (63%) and materials (24%), indicating a strong market focus [4]