Core Viewpoint - The storage chip sector continues its upward trend, driven by a surge in demand due to the artificial intelligence boom and supply shortages, indicating a new "super cycle" in the global storage market [1]. Group 1: Market Performance - Yingfang Micro has reached its daily limit increase, while Shengke Nano and Langke Technology have risen over 10% [1]. - Other companies such as Lanke Technology, Purun Co., and Huatian Technology also experienced gains [1]. Group 2: Industry Trends - The U.S. stock market for storage has seen a significant rally, with major manufacturers' stock prices hitting historical highs [1]. - The demand for storage chips is experiencing a dramatic increase, attributed to the ongoing artificial intelligence trend [1].

Group 1 - The core viewpoint of the article is that Langke Technology expects to achieve a net profit of 21 million to 31 million yuan for the year 2025, marking a turnaround from losses to profits [1] - The primary reason for the performance change is the increasing demand for storage products in the global AI server market, which has led to a supply-demand imbalance in storage chips [1] - Starting from the second quarter of 2025, storage product prices are expected to rise significantly, contributing to improved sales revenue and gross margins for the company [1] Group 2 - The company has made appropriate inventory preparations in response to market conditions, which will support its operational performance as storage prices increase [1]

格隆汇1月21日丨朗科科技(300042.SZ)公布，预计2025年归属于上市公司股东的净利润2,100万元–3100 万元，同比扭亏为盈，扣除非经常性损益后的净利润2,300万元–3,400万元，同比扭亏为盈。 随着全球AI服务器市场对存储产品的需求增加，存储芯片原厂产能供应向高性能服务器存储产品倾 斜，导致存储供需关系失衡，从2025年第二季度开始，存储产品价格大幅上涨，公司根据市场行情适时 做了相应库存准备，随着存储价格上涨，公司销售收入和毛利率逐步增加，经营业绩逐步改善。 ...

格隆汇1月21日丨朗科科技(300042.SZ)公布，公司于2006年 7 月 7 日，与 Kingston China Cooperatie U.A. （简称"KTCUA"）签订专利授权许可合同（简称"原许可协议"），并于 2011 年1 月29 日和2011年9 月 23 日与 KTCUA 签署了上述原许可协议的补充协议，将原许可协议的有效期限延长，并约定如果协议 任何一方未按照补充协议的约定书面通知另一方终止原许可协议，则原许可协议的有效期限将按约定自 动续延。2024 年 5 月 23 日，公司与 KTCUA 和 Kingston Digital International Limited（简称"KDIL"）签 署了专利授权许可转让和承继协议，各方同意将原许可协议的签约主体变更为 KDIL，KTCUA 将未来 因专利许可产生的或与专利许可相关的所有权利、职责、义务、索赔和责任转让给 KDIL，KDIL 同意 实际承担；如果 KDIL 未能履行其在本转让或许可下的义务，KTCUA 同意承担连带责任。专利授权许 可费的付款标准和付款方式不变。 鉴于公司与KTCUA和KDIL签订的上述合同中涉及的所有标的专 ...

Core Viewpoint - Langke Technology (300042.SZ) expects to achieve a net profit attributable to shareholders of 21 million to 31 million yuan in 2025, marking a turnaround from losses, with a net profit excluding non-recurring gains and losses projected at 23 million to 34 million yuan, also indicating a return to profitability [1] Group 1: Financial Performance - The company anticipates a significant improvement in financial performance, with both net profit and adjusted net profit expected to turn positive compared to previous periods [1] - The projected net profit range for 2025 indicates a recovery, with figures suggesting a substantial increase from prior losses [1] Group 2: Market Dynamics - The global AI server market is driving increased demand for storage products, leading to a shift in production capacity towards high-performance server storage products [1] - The imbalance in supply and demand for storage products is expected to result in a significant price increase starting from the second quarter of 2025 [1] Group 3: Strategic Response - The company has made timely inventory preparations in response to market conditions, which is expected to enhance sales revenue and gross margin as storage prices rise [1] - The gradual improvement in operational performance is linked to the strategic adjustments made in anticipation of market trends [1]

Core Viewpoint - The company expects a net profit of 21 million to 31 million yuan for the fiscal year 2025, driven by increasing demand for storage products in the global AI server market [1] Group 1: Financial Projections - The projected net profit for 2025 is between 21 million and 31 million yuan [1] Group 2: Market Dynamics - There is a growing demand for storage products due to the global AI server market [1] - The supply of storage chips is shifting towards high-performance server storage products, leading to an imbalance in supply and demand [1] Group 3: Price Trends and Company Strategy - Starting from the second quarter of 2025, storage product prices are expected to rise significantly [1] - The company has made appropriate inventory preparations in response to market conditions, which will contribute to increasing sales revenue and gross margin as storage prices rise [1] - The company's operational performance is gradually improving as a result of these market dynamics [1]

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市朗科科技股份有限公司（以下简称"公司"或"朗科科技"）于 2006 年 7 月 7 日，与 Kingston China Cooperatie U.A.（以下简称"KTCUA"）签订专 利授权许可合同（以下简称"原许可协议"），并于 2011 年 1 月 29 日和 2011 年 9 月 23 日与 KTCUA 签署了上述原许可协议的补充协议，将原许可协议的有效 期限延长，并约定如果协议任何一方未按照补充协议的约定书面通知另一方终止 原许可协议，则原许可协议的有效期限将按约定自动续延。 2024 年 5 月 23 日，公司与 KTCUA 和 Kingston Digital International Limited （以下简称"KDIL"）签署了专利授权许可转让和承继协议，各方同意将原许可 协议的签约主体变更为 KDIL，KTCUA 将未来因专利许可产生的或与专利许可 相关的所有权利、职责、义务、索赔和责任转让给 KDIL，KDIL 同意实际承担； 如果 KDIL 未能履行其在本转让或许可下的义务，KTC ...

Financial Performance Expectations - The company expects a net profit attributable to shareholders of between 21 million and 31 million yuan for 2025, compared to a loss of 99.25 million yuan in the same period last year[3] - The net profit after deducting non-recurring gains and losses is projected to be between 23 million and 34 million yuan, compared to a loss of 83.11 million yuan in the previous year[3] Market Conditions and Product Demand - The improvement in performance is attributed to the rising demand for storage products in the global AI server market, leading to a significant increase in storage product prices starting from Q2 2025[5] - The company has made appropriate inventory preparations in response to market conditions, resulting in gradual increases in sales revenue and gross margin[5] Financial Reporting and Audit - The financial data in the earnings forecast has not been audited by the registered accounting firm but has been communicated with them without any discrepancies[4] - Detailed financial data will be disclosed in the 2025 annual report, and investors are advised to pay attention to investment risks[7]

Group 1 - The core point of the news is that Langke Technology conducted a block trade on January 20, with a transaction volume of 70,000 shares and a transaction value of 2.023 million yuan, representing 0.2% of the total trading volume for that day [1][2] - The transaction price was 28.90 yuan per share, which is a discount of 7.13% compared to the market closing price of 31.12 yuan [1][2] - The buying and selling parties involved in the transaction were Huayin Securities Co., Ltd. and Tianfeng Securities Co., Ltd., respectively [2]

Group 1 - The core point of the article is that Langke Technology has approximately 30,000 shareholders as of January 10, 2026 [2]