本报讯 （记者刘晓一）2025年，全球存储行业在AI需求爆发与供应紧张双重驱动下景气度上行，成为资本市场焦点。 2月27日晚间，国内存储芯片头部企业深圳市德明利技术股份有限公司（以下简称"德明利"）发布2025年年度报告，凭借 全栈存储解决方案优势，公司实现营收与盈利双提升。 年报显示，德明利2025年营业收入107.89亿元，同比增长126.07%，首次突破百亿元；扣非归母净利润6.88亿元，同比增长 120.77%，主业盈利持续增强。同时，公司拟向全体股东每10股派发现金红利4元，与投资者共享成长。 AI浪潮重塑存储行业增长逻辑，需求核心由传统消费电子转向企业级高性能存储，定制化、场景化能力成为关键。德明利 受益行业景气，更以全栈解决方案完成从标准产品供应商到场景化服务商的转型，抢占AI市场先机。 公司聚焦全链路存储解决方案，构建定制化交付体系，推动全线业务高增长。2025年，公司固态硬盘营收45.82亿元，同比 增长99.18%，占比48.20%，通过定制化方案进入头部互联网与服务器厂商供应链，QLCNAND技术实现商业化落地。嵌入式存 储营收36.63亿元，同比大增334.43%，与国产SoC平台深度 ...

| | | 2月27日，深圳存储厂商德明利（001309.SZ）发布2025年年度报告，公司全年营收首破百亿，达107.89 亿元，扣非归母净利润6.88亿元，营收净利同比均实现翻倍增长。其中，四季度业绩表现尤为亮眼，单 季净利润同比暴增超10倍，一举扭转前三季度亏损态势，成为全年业绩增长核心拐点。 AI重构产业增长逻辑 ，四季度净利暴增超10倍 德明利财报数据显示，公司全年营业收入107.89亿元，同比增长126.07%，首次突破百亿大关；扣除非 经常性损益后的归属于上市公司股东的净利润6.88亿元，同比增长120.77%，主营业务盈利能力持续增 强，营收净利实现双翻倍。 研发方面，2025年，德明利研发投入达2.92亿元，同比增长43.54%；研发人员增加至437人，同比增长 40.06%，聚焦于高性能存储核心技术领域。 产业生态布局上，德明利提到，公司深度融入国产化存储产业生态，完成了与主流国产 CPU、操作系 统、SoC 平台的全链路适配，加入多个核心产业生态联盟，实现了技术适配与市场拓展的双向赋能，客 户结构持续优化，高价值行业客户占比稳步提升。 德明利在年报中表示，面对发展机遇，公司聚焦全链路存储 ...

2026年2月27日，佰维存储发布2025年度业绩快报，引发关注。2025年公司营业收入112.96亿元，同比增长68.72%；归母净利润8.67亿元，同比暴增 437.56%；扣非净利润7.96亿元，同比增幅高达1088.86%。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ | 项目 | 本报告期 | 上年同期 | 增减变动幅度 | | --- | --- | --- | --- | | | | | (%) | | 营业总收入 | 1,129,620.52 | 669,518.51 | 68.72 | | 营业利润 | 93.411.75 | 16,549.79 | 464.43 | | 利润总额 | 93.378.41 | 16,477.88 | 466.69 | | 归属于母公司所有者的 | 86.672.34 | 16,123.34 | 437.56 | | 净利润 | | | | | 归属于母公司所有者的 扣除非经常性损益的净 | 79,626.50 | 6,697.72 | 1,088.86 | | 利润 | | | | | 基本每股收益(元) | 1.90 | 0. ...

"芯片老兵"联手存储大厂创业 营收已突破10亿美元 近日，深圳宏芯宇电子股份有限公司（以下简称"宏芯宇"）向港交所递表，正式开启赴港上市进程。宏 芯宇由"芯片老兵"吴奕盛联手台湾存储大厂群联电子一同创立，近年来营收实现快速增长，然而在全球 存储芯片进入上行周期的大背景下，宏芯宇2025年前三季度营收却出现增收不增利的现象，被外界认为 或采取了以价换量的市场策略。南都湾财社记者也就定价策略等问题向宏芯宇发去采访函，宏芯宇则回 复称公司正处于静默期，暂无法就相关问题作具体解答。 招股书称，宏芯宇是全球领先、发展迅速的独立存储器厂商，根据弗若斯特沙利文的资料，按2024年收 入计，该公司是全球第五大、中国内地第二大独立存储器厂商。 这家快速崛起的存储新贵由"芯片老兵"吴奕盛联手台湾存储大厂群联电子一同创立。 招股书显示现年56岁的吴奕盛目前担任宏芯宇董事长、执行董事兼总经理职务，招股书显示，吴奕盛于 芯片行业拥有逾25年工作经验。在创立宏芯宇前，吴奕盛曾于多家电子元件、芯片公司担任总经理一 职，负责其整体管理，在2016年8月至2019年1月期间，他还曾担任上市公司佰维存储董事。 值得一提的是，吴奕盛现年32岁的女 ...

报告期内，公司持续强化全链路存储解决方案能力，在现有固态硬盘、嵌入式存储、内存条和移动存储 四大产品线基础上，推出包括数据中心、消费电子、工业控制、通信电力、安防监控等场景化存储解决 方案，推动公司经营规模快速增长。报告期内，公司嵌入式存储、内存条营业收入分别同比增长 334.43%、263.65%。 德明利（001309）(001309.SZ)披露2025年年度报告，公司营业收入107.89亿元，同比增长126.07%;归属 于上市公司股东的净利润6.88亿元，同比增长96.35%;归属于上市公司股东的扣除非经常性损益的净利 润6.68亿元，同比增长120.77%;基本每股收益3.08元。公司拟向全体股东每10股派发现金红利4元(含 税)。 ...

智通财经APP讯，德明利(001309.SZ)披露2025年年度报告，公司营业收入107.89亿元，同比增长 126.07%;归属于上市公司股东的净利润6.88亿元，同比增长96.35%;归属于上市公司股东的扣除非经常性 损益的净利润6.68亿元，同比增长120.77%;基本每股收益3.08元。公司拟向全体股东每10股派发现金红 利4元(含税)。 报告期内，公司持续强化全链路存储解决方案能力，在现有固态硬盘、嵌入式存储、内存条和移动存储 四大产品线基础上，推出包括数据中心、消费电子、工业控制、通信电力、安防监控等场景化存储解决 方案，推动公司经营规模快速增长。报告期内，公司嵌入式存储、内存条营业收入分别同比增长 334.43%、263.65%。 ...

Core Viewpoint - The company, Demingli (001309), is focusing on storage applications in various fields, including data centers, mobile devices, automotive electronics, tablets, and security monitoring, while currently not involved in humanoid robotics [1] Group 1: Product Offerings - The company's products include mobile storage, solid-state drives, embedded storage, and memory modules [1] - These products are widely used across multiple application scenarios [1] Group 2: Market Focus - The company has not yet entered the humanoid robotics sector but recognizes it as an important future development trend [1] - The company plans to pay long-term attention to storage applications and technological advancements in the humanoid robotics market [1]

Core Insights - The rise of AI has triggered a super cycle in the storage market, leading to increased performance for domestic storage manufacturers and accelerating their path to capitalization [1] - Multiple storage companies have submitted IPO applications, indicating a diverse and tiered advancement in the industry [3] Group 1: Market Trends - Since January, several storage companies have filed for IPOs in Hong Kong, including Micron Technology, Starry Sky Technology, and Chip Universe, reflecting a growing trend in the storage industry [1][3] - The top five distributed AI storage solution providers in China hold a combined market share of 52.3%, with Starry Sky Technology ranking second at 10.4% [4] Group 2: Company Performance - Zhaoyi Innovation's stock price surged by 106.79% since its debut on January 13, reaching a market capitalization of 245.3 billion HKD by January 30 [7] - Micron Technology, the largest independent storage manufacturer in China, reported stable revenue of 8.78 billion CNY, 8.72 billion CNY, and 7.74 billion CNY for the first three quarters of 2023, 2024, and 2025 respectively [6] - Starry Sky Technology, aiming to be the first AI storage stock in Hong Kong, reported revenues of 167 million CNY, 172 million CNY, and 195 million CNY for 2023, 2024, and the first nine months of 2025, with a net profit turning positive in 2025 [3][4] Group 3: Investment Dynamics - The current IPO wave is driven by emerging demands in AI and automotive electronics, supported by a favorable capital market environment [6][9] - The cautious expansion strategies of leading companies have reinforced supply-demand imbalances, providing ongoing support for price increases and corporate profitability [9]

Core Viewpoint - The company, Demingli (001309.SZ), is focusing on storage applications in various sectors and is monitoring the development of humanoid robots for future opportunities [1] Group 1: Product Offerings - The company's products include mobile storage, solid-state drives, embedded storage, and memory modules [1] - These products are widely used in data centers, mobile phones, automotive electronics, tablets, and security monitoring [1] Group 2: Market Focus - Currently, the company has not ventured into the humanoid robot sector [1] - The company plans to pay long-term attention to storage applications and technological advancements related to humanoid robots [1]

Core Viewpoint - Langke Technology focuses on the research, production, and sales of storage products, aiming to provide solutions for the global flash drive and flash application sectors [1]. Group 1: Company Overview - Since its establishment, the company has achieved diversification and orderly expansion through core technology and independent innovation capabilities [1]. - The company's product range now includes SSD solid-state storage, DDR memory, embedded storage, and mobile storage [1].