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受益于AI产业红利 澜起科技去年净利预增超52%
Zheng Quan Shi Bao· 2026-01-16 17:49
Core Viewpoint - Company expects significant profit growth in 2025, driven by strong demand in the AI industry and increased shipments of interconnect chips [1][2] Group 1: Financial Performance - Company anticipates a net profit of 2.15 billion to 2.35 billion yuan for 2025, representing a year-on-year growth of 52.29% to 66.46% [1] - The expected non-GAAP net profit is projected to be between 1.92 billion and 2.12 billion yuan, reflecting a growth of 53.81% to 69.83% compared to the previous year [1] Group 2: Industry Trends - AI is expected to continue driving growth in storage demand, with DDR5 memory interfaces gaining traction and contributing to higher average selling prices and gross margins for the company's products [2] - The penetration rate of DDR5 memory interface chips has significantly increased since 2025, with sales of the third generation RCD chips surpassing those of the second generation for the first time [2] - The company is a leading figure in setting international standards for DDR5 RCD chips, maintaining its industry leadership in memory interconnect chips [2] Group 3: Product Development - New interconnect chip products, including PCIe Retimer, MRCD/MDB, CKD, and MXC chips, are gaining recognition from end customers, which is expected to positively impact the company's performance [2] - Discussions on DDR6 standards are ongoing, with expectations that DDR6 memory modules will require more complex interconnect chips, potentially expanding the market size for memory interconnect chips [2]