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佰维存储：上半年净利润预增 3200%-3422%
Baiwei Storage expects net profit of 70-75 billion yuan in the first half of 2026, up 3200%-3422% year-on-year, mainly benefited by AI computing power explosion and a high-growth period in the storage industry. 财 财联社Follow·
Today·235 words (about 1 min)
AI Summary & Key Points
Summary
Baiwei Storage (688525.SH) released a profit forecast, projecting net profit attributable to shareholders for the 2026 first half to be 70 billion-75 billion yuan, a year-on-year increase of 3200%-3422%. Q1 net profit was 28.99 billion yuan, and Q2 is expected to be 41.01-46.01 billion yuan, representing a 41%-58% quarter-over-quarter rise, indicating explosive growth. The company attributed the strong performance to AI computing power driving storage demand, the industry entering a high-growth cycle, continuous optimization of product and customer structure, and increased investment in chip design, solutions, advanced packaging, and testing equipment to strengthen market competitiveness.
Main Points
* 1. Net profit for the first half of the year is expected to be 70-75 billion yuan, up 3200%-3422% year-on-year.
Based on the company's earnings forecast, Q1 net profit was 28.99 billion yuan, Q2 is expected to be 41.01-46.01 billion yuan, with a 41%-58% increase quarter-over-quarter, showing explosive growth in performance.
* 2. Growth is mainly driven by AI computing power explosion and a high-growth period in the storage industry.
The company notes that AI computing power demand is driving storage product demand, and the industry is entering a high-growth period, providing external momentum for the results.
* 3. The company strengthens competitiveness through product and customer structure optimization and increased investment in chip design.
In addition to the external environment, the company is enhancing its market position by optimizing product and customer structure and increasing investment in chip design, solutions, advanced packaging, and testing equipment.
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财联社 2026-07-15 18:03 上海
佰维存储(688525.SH)今日公告称，预计2026年半年度归属于母公司所有者的净利润为70亿元-75亿元，同比增长3200%-3422%。公司Q2净利润预计41.01亿-46.01亿，Q1净利润28.99亿，据此计算，Q2净利润预计环比增长41%-58%。
针对业绩变动原因，公司解释称，主要受益于AI算力爆发与存储行业进入高景气周期，公司的产品和客户结构持续优化，同时公司在芯片设计、解决方案、先进封测及测试设备等领域不断加大投入力度，增强市场竞争力。 
Key Quotes
> The company projects net profit attributable to shareholders for the 2026 first half to be between 70 billion and 75 billion yuan, representing a year-on-year increase of 3200%-3422%.
Tags
Storage Industry
Half-Year Report
Net Profit Growth
AI Computing Power
Industry Prosperity
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