智通财经APP讯，气派科技(688216.SH)发布公告，公司预计2025年年度实现归属于母公司所有者的净 利润为亏损8000万元左右，与上年同期(法定披露数据)相比，将减亏2211.37万元左右。 报告期内，全球半导体行业在消费电子回暖、新能源汽车市场扩容及AI+存储双主线驱动下，整体需求 大幅攀升。公司紧抓行业机遇，在功率器件、先进封装等核心产品订单量同比显著增长，带动营业收入 的增长。同时，公司产能利用率持续走高，单位固定成本有效摊薄，综合毛利率较上年同期有所改善。 报告期内，由于受到市场价格影响，公司销售价格不如预期，公司仍处于亏损状态。 ...

每经AI快讯，1月15日，气派科技发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润 为-8,000.00万元左右，同比减亏；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润 为-9,500.00万元左右，同比减亏，归属于上市公司股东的净利润为-8,000.00万元左右，归属于上市公司 股东的净利润同比减亏，原因：（一）报告期内，全球半导体行业在消费电子回暖、新能源汽车市场扩 容及AI+存储双主线驱动下，整体需求大幅攀升。公司紧抓行业机遇，在功率器件、先进封装等核心产 品订单量同比显著增长，带动营业收入的增长。同时，公司产能利用率持续走高，单位固定成本有效摊 薄，综合毛利率较上年同期有所改善。（二）报告期内，由于受到市场价格影响，销售价格不如预期， 公司仍处于亏损状态。 ...

格隆汇12月15日｜中银证券研报指出，深南电路发布限制性股票激励计划（第二期）（草案），彰显定 力决心，公司AI算力及存储下游景气延续，维持公司"买入"评级。本次激励计划拟向激励对象授予 1516.17万股股票，约占本激励计划签署时公司股本总额2.27%，授予价格为114.72元/股，激励对象为董 事、中层管理人员及核心骨干，合计667人。若按授予价格计算，授予对象全部购买限制性股票后，公 司将收到17.39亿现金，股本增加1516.17万元，资本公积增加17.24亿元，实施本激励计划公司应确认的 管理费用预计为11.60亿元，将在有效期内摊销。公司AI+存储景气延续，公司2025前三季度创佳绩；持 续加码高端PCB产能，产能释放打开供给空间。 ...

Core Viewpoint - The company reported a significant improvement in its second-quarter performance, with a notable increase in sales gross margin and a strategic focus on AI-related storage solutions, indicating a positive growth trajectory in the semiconductor storage industry. Financial Performance - For the first half of 2025, the company achieved operating revenue of 3.912 billion yuan, a year-on-year increase of 13.70% [1] - The net profit attributable to shareholders was -226 million yuan, while the net profit excluding share-based payment expenses was -75.57 million yuan [1] - In the second quarter, the company recorded a net profit of 41.29 million yuan after excluding share-based payment expenses, indicating a recovery in profitability [1] Product Development and AI Integration - The company has established a comprehensive product layout for AI applications, covering various scenarios such as AI smartphones, AI PCs, and AI wearables [2] - It has launched embedded storage products like UFS and LPDDR5X, with mass production of high-capacity LPDDR5X products supporting transmission rates of up to 8,533 Mbps [2] - The company is a key supplier for major brands like Meta and Google, providing storage solutions for AI glasses and smart devices [2] Research and Development Investment - The company increased its R&D expenditure to 273 million yuan in the first half of 2025, a year-on-year increase of 29.77% [3] - The number of R&D personnel rose to 1,054, reflecting a 40.53% increase compared to the previous year [3] - The company has obtained 393 domestic and international patents, including 171 invention patents, and is actively developing self-researched storage controllers [3] Capital Raising and Future Growth - The company completed a targeted issuance of shares, raising a net amount of 1.871 billion yuan, primarily for expanding its advanced packaging and storage manufacturing base [4] - The advanced packaging project is expected to enhance the company's production capacity and meet the growing demand for high-capacity storage solutions in AI and smart driving sectors [4] - The storage industry is entering a new upward cycle, with major manufacturers increasing prices, indicating a favorable market environment for the company's future performance [4]