YMK(SZ:300249)2026-01-27 02:00Company and Industry Summary Company: 依米康 (Yimikang) Key Financial Performance - The company expects to achieve a net profit attributable to shareholders of 25 million to 37 million yuan for the year, representing a year-on-year growth of 128.69% to 142.46%, marking a turnaround from losses to profitability [1][2] Core Drivers of Performance - Key Client Strategy: The significant success of the "key client" strategy is highlighted, with major orders from ByteDance and Alibaba driving growth. Orders for 2025 from both companies are expected to increase substantially, with 270 million yuan from ByteDance and nearly 100 million yuan from Alibaba already secured for 2024 [1][2] - International Expansion: By the first three quarters of 2025, overseas orders are projected to reach nearly 80 million yuan, surpassing the total of over 40 million yuan for the entire year of 2024. The company has entered the supply chains of Microsoft and Oracle, and a subsidiary in Malaysia has been established [2] - Liquid Cooling Technology Breakthrough: The company has won a bid for the first phase of the Guangzhou Tianhe Intelligent Computing Center, valued at approximately 90 million yuan, utilizing its liquid cooling solution, which validates its full-stack capabilities [2] - State-Owned Enterprise Empowerment: The introduction of strategic investment from Sichuan Development is expected to enhance resource synergy by 2026 [2]