Core Viewpoint - Several storage companies have reported significant profit increases for 2025, driven by a price surge in the industry [1] Group 1: Company Performance - Jiangbolong announced an earnings forecast for 2025, expecting a net profit attributable to shareholders of 1.25 billion to 1.55 billion yuan, representing a year-on-year growth of 150.66% to 210.82% [1] - Other storage companies, including Baiwei Storage, Zhaoyi Innovation, Demingli, and Langke Technology, are also expected to report profit increases due to the same price surge [1]

Core Viewpoint - The global storage industry is currently in an upward cycle, driven by improved supply-demand dynamics and increased AI computing power demand, leading to a sector-wide increase in DDR memory prices [1] Industry Summary - The storage industry is experiencing a positive trend due to enhanced supply-demand conditions [1] - The demand for AI computing power is significantly influencing the market, contributing to the rise in DDR memory prices [1] Company Summary - The company is adjusting its operations in response to industry cycle changes [1] - Current production capacity utilization is reported to be good [1] - The company plans to dynamically optimize production scheduling based on market demand changes, customer order structures, and its own capacity layout [1]

Core Viewpoint - The global storage industry is currently in an upward cycle, driven by improved supply-demand dynamics and increased AI computing power demand, leading to a sector-wide increase in DDR memory prices [1] Group 1: Industry Insights - The storage industry is experiencing a positive trend due to enhanced supply-demand conditions [1] - The demand for AI computing power is significantly influencing the market, contributing to the rise in DDR memory prices [1] Group 2: Company Operations - The company is adjusting its operations in response to industry cycle changes [1] - The current capacity utilization rate of the company is satisfactory [1] - The company plans to dynamically optimize production schedules based on market demand fluctuations, customer order structures, and its own capacity layout [1]

Group 1 - The core point of the article is that Langke Technology (300042) has approximately 32,000 shareholders as of January 20, 2026 [1]

证券日报网讯 1月28日，朗科科技在互动平台回答投资者提问时表示，公司于2026年1月21日披露业绩 预告，预计2025年归属于上市公司股东的净利润为2100万元至3100万元，同比扭亏为盈。公司重视存储 行业历史性机遇，将持续聚焦存储主业，继续推进降本增效、优化销售策略等经营举措，不断提升盈利 能力，积极回报投资者。 （文章来源：证券日报） ...

Core Viewpoint - The company is actively responding to the national "East Data West Calculation" strategy and the construction of the Guangdong-Hong Kong-Macao Greater Bay Area computing power hub [1] Group 1: Company Development - The company has established a development pattern of "storage as the main business + extension into computing power" [1] - The company is strengthening its computing power scheduling capabilities and optimizing the adaptation and deployment of diverse computing resources [1] Group 2: Product Launch and Impact - The company's wholly-owned subsidiary, Shaoguan Luyuan Langkun Technology Co., Ltd., launched its first Kunpeng integrated server and Ascend integrated server on December 19, 2025 [1] - The company is actively participating in industrial ecosystem construction and application scenario innovation, injecting new momentum into business development [1] - Currently, this new business has not significantly impacted the company's operating performance [1]

朗科科技回复：感谢您的关注。公司将积极把握国产发展机遇，持续优化业务布局，拓展多元渠道。公 司于2026年1月21日披露了业绩预告，预计2025年归属于上市公司股东的净利润为2100万元至3100万 元，同比扭亏为盈。公司重视存储行业历史性机遇，将持续聚焦存储主业，继续推进降本增效、优化销 售策略等经营举措，不断提升盈利能力，积极回报投资者。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，朗科科技(300042)01月28日在投资者关系平台上答复投资者关心的问题。 投资者提问：公司产品属于部分自主可控，也算是国产替代的好苗子，但是不是因为国产的问题导致公 司营收和利润都比较低，相较于其他存储组装厂和存储经销商，公司完全处于行业下游。公司属于国 企，更应该担当起国产替代的使命，在行业处于发展最好的时刻，公司更应该抢占先机，扭亏为盈。公 司在这波存储红利中完全落后，公司应该深刻反省，积极做好市值管理，条件允许的话发业绩预告，希 望公司在这波浪潮中扭转颓势！ ...

Market Overview - The computer equipment sector experienced a decline of 1.04% on January 27, with the leading stock, Chunzhong Technology, falling significantly [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Stock Performance - Notable gainers in the computer equipment sector included: - Zhiwei Intelligent (001339) with a closing price of 57.14, up 5.00% and a trading volume of 105,000 shares, totaling 585 million yuan [1] - Tongwei Co. (002835) closed at 17.84, up 4.39% with a trading volume of 124,600 shares, totaling 219 million yuan [1] - Aerospace Intelligent Equipment (300455) closed at 29.09, up 3.86% with a trading volume of 339,900 shares, totaling 957 million yuan [1] - Conversely, significant decliners included: - Chunzhong Technology (603516) closed at 179.64, down 10.00% with a trading volume of 12,700 shares, totaling 228 million yuan [2] - Jinyi Technology (002869) closed at 24.12, down 7.48% with a trading volume of 132,800 shares, totaling 321 million yuan [2] - ST Yingfeit (002528) closed at 2.56, down 4.83% with a trading volume of 37,100 shares, totaling 950,090 yuan [2] Capital Flow - The computer equipment sector saw a net outflow of 2.1 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.513 billion yuan [2] - The capital flow for specific stocks indicated: - Langke Technology (300042) had a net inflow of 67.65 million yuan from institutional investors, but a net outflow of 47.16 million yuan from retail investors [3] - Zhiwei Intelligent (001339) experienced a net inflow of 47.59 million yuan from institutional investors, with retail investors also showing a net outflow of 27.14 million yuan [3] - Aerospace Intelligent Equipment (300455) had a net inflow of 29.92 million yuan from institutional investors, while retail investors showed a net outflow of 2.91 million yuan [3]

Core Viewpoint - The A-share market opened positively with all three major indices rising, indicating a bullish sentiment among investors [1] Market Performance - The Shanghai Composite Index opened up by 0.22%, reaching 4126.07 points [1] - The Shenzhen Component Index increased by 0.41% [1] - The ChiNext Index rose by 0.52% [1] Sector Performance - Storage chip stocks continued their upward trend, with Yingfang Micro reaching the daily limit, and both Shengke Nano and Langke Technology rising over 10% [1] - Major companies in the storage sector, including Micron, SanDisk, and Western Digital, achieved new highs overnight [1] - Gold and silver prices have retreated from historical highs, leading to a collective adjustment in the gold and non-ferrous metal sectors [1]

Group 1 - The A-share market saw a strong performance in storage chip concept stocks, with notable gains from companies such as Yingfangwei and Yiyaton, both reaching the daily limit up, and Guanghe Technology rising by 7% [1] - Major US storage companies, including Micron Technology, Western Digital, Seagate Technology, and SanDisk, reached historical highs in the overnight market [1] - Major storage manufacturers, including Winbond and Nanya Technology, have signed long-term supply agreements (LTA) that typically lock in volume without locking in prices, extending the duration from one year to at least two years, with some clients discussing frameworks for cooperation extending close to 2030 [1] Group 2 - Yingfangwei (000670) increased by 10.05% with a total market value of 8.692 billion and a year-to-date increase of 39.43% [2] - Yiyaton (002183) rose by 10.02% with a total market value of 14.5 billion and a year-to-date increase of 17.65% [2] - Guanghe Technology (001389) saw a rise of 7.09% with a total market value of 43.5 billion and a year-to-date increase of 25.30% [2] - Other notable companies include Lankai Technology (688008) with a 6.86% increase and a market value of 196 billion, and Zhongjing Electronics (002579) with a 6.13% increase and a market value of 7.952 billion [2] - The overall trend indicates a positive outlook for the storage chip sector, with expectations of price increases for storage products in the first and second quarters of 2026 as stated by Baiwei Storage [1]