2025 年单四季度营收34.2 亿元至54.2 亿元，同增105.1%至224.9%，环增28.6%至103.7%。预计2025 年 度实现归母净利润 8.5 亿元至10 亿元，同增427.2%至 520.2%，2025 年单四季度归母净利润预计为8.2 亿元至9.7 亿元，同增1225.4%至1449.7%，环增219.9%至278.4%。公司2025 年度股份支付费用约为2.5 亿元，剔除股份支付费用后，归母净利润为11亿元至12.5 亿元；2025 年第四季度股份支付费用约为0.44 亿元，剔除股份支付费用后，归母净利润为8.6 亿元至10.1 亿元。2025 第四季度业绩创历史新高。从 2025 年第二季度开始，随着存储价格企稳回升，公司重点项目逐步交付，公司销售收入和毛利率逐步 回升，经营业绩逐步改善。 业绩预告大增，单季度业绩创历史新高。公司发布2025 年年度业绩预盈公告，预计2025 年实现营收100 亿元至120 亿元，同增49.4%至79.2%。 AI 时代存储成为重要战略资源，看好公司存储及先进封装先锋布局。AI持续拉动存储需求，存储已成 为AI 时代重要战略资源，公司先锋布局存储解决 ...

Core Viewpoint - The company announced a minor share reduction plan by some directors and senior management to alleviate financial pressure related to the subscription of restricted stock, which is not expected to impact the company's governance or operations significantly [1] Group 1: Share Reduction Plan - The company plans to reduce a total of up to 84,125 shares, accounting for no more than 0.0182% of the total share capital [1] - The reduction is aimed at easing the financial burden of subscribing to the 2024 restricted stock incentive plan, which is linked to the company's market value [1] - The management has committed not to reduce their holdings in the secondary market within the current year after the completion of this reduction [1] Group 2: Business Growth and Strategy - The company is one of the few in the industry with advanced storage and packaging capabilities, focusing on innovation in the AI era [2] - Significant growth in revenue and profit is expected in 2024 due to the company's strategic expansion into domestic and international markets [2] - From Q2 2025, the company anticipates a gradual recovery in revenue and gross margin, with projected revenue from AI glasses expected to grow over 500% year-on-year [2] Group 3: Strategic Direction - The company will adhere to the "R&D and Packaging Integration 2.0" strategy, enhancing its core competitiveness in the storage industry through technological innovation and collaboration [3] - The company aims to establish closer partnerships with clients by leveraging its comprehensive solutions in high-performance storage and advanced packaging [3]