据智通财经主题库显示，相关上市公司中： Counterpoint咨询发布研究报告，受关键芯片短缺影响，内存价格预计将在2026年第二季度之前，在当 前基础上再上涨约50%。目前，传统LPDDR4面临的涨价风险最大。同时，随着英伟达在服务器端大幅 提升对LPDDR的需求，围绕先进芯片出现了更广泛、更长期的风险因素，从而向整个消费电子市场外 溢。 招商证券认为，进入2025年三季度以来存储行业全面进入加速上行周期，不同于此前供给侧减产或退出 带来的价格短暂上行，本轮存储行业上行周期主要系AI时代下存储需求爆发推动，同时供给侧产能开 出有限，因此行业供需缺口持续扩大，价格加速上涨。在此背景下，海外存储原厂盈利能力持续提升， 国内部分存储模组公司快速扭亏为盈，2025年下半年利润预计将加速释放，利基存储芯片和存储产业链 配套公司亦将持续受益于存储涨价浪潮。 东芯股份在目前已有的DDR3(L)、LPDDR1、LPDDR2产品基础上，持续推进新产品的研发工作。公司 设计研发的LPDDR4x已进行客户送样及市场推广。 北京君正在互动平台表示，LPDDR4目前25nm、20nm和18nm、16nm的产品都有。 ...

Investment Rating - The report assigns an "Accumulate" rating to the company [1] Core Views - The company has made significant investments in high-performance GPU technology through its 37.88% stake in Shanghai Lishuan, which is focused on developing scalable graphics rendering GPU chips [5] - The company's revenue for the first half of 2025 reached 343 million yuan, representing a year-on-year increase of 28.81%, with the second quarter showing a revenue of 201 million yuan, up 25.43% year-on-year and 41.11% quarter-on-quarter [4][6] - The semiconductor market is gradually recovering, driven by demand recovery in industrial markets and AI applications, leading to improved sales prices and profitability for the company's main products [6] Company Overview - The latest closing price of the company's stock is 100.02 yuan, with a total market capitalization of 44.2 billion yuan [3] - The company has a debt-to-asset ratio of 4.6% and a current P/E ratio of -263.21 [3] Financial Projections - Revenue projections for 2025-2027 are estimated at 858 million yuan, 1.121 billion yuan, and 1.406 billion yuan respectively, with a gradual recovery in profits expected [9] - The company is expected to achieve a net profit of 86 million yuan by 2027, indicating a significant turnaround from previous losses [9] Product Development - The company has successfully launched its first self-developed GPU chip "7G100" and is currently in the process of customer sampling and mass production [5] - Continuous updates and iterations in storage technology are being pursued, including the mass production of 1xnm flash memory products and ongoing development of SLC NAND Flash and NOR Flash products [7][8]