随着AI服务器需求爆发，国产存储芯片龙头江波龙也交出了一份让人满意的业绩预告。 1月29日晚，江波龙发布业绩预告，预计2025年归属于上市公司股东的净利润为12.5亿元至15.5亿元，比上年同期增长150.66%至210.82%。 截至1月29日收盘，江波龙股价为358.8元/股，总市值达到1504亿元。 | | 301308 汇波龙 | 301308 | | 里李 同李 财报 更多.. | | | --- | --- | --- | --- | --- | --- | | 委比 | -44.44% 委员 | 7.98 -24 | | | 净利润(亿) | | 家日未 | 358.84 | 5.98 7.2万 | | | | | 卖四 | 358.83 | 3.99 7.2万 | | | | | 卖三 | 358.82 | 1.99 10.8万 | | | | | 卖二 | 358.81 | 0.00 50.2万 | 2023 | | | | | | | | 2024 | 2025 | | 卖- | 358.80 | 64.6万 总收入 | | 167亿同比% | | | | | | | | 26.12 | ...

Group 1 - Silvercorp's revenue from gold and silver products accounts for a low proportion of total operating income [1] - ST Cube has repeatedly triggered abnormal stock trading fluctuations and is under suspension for verification [1] - Xizi Energy plans to invest 100 million yuan to establish an equity investment fund focusing on computing power, energy, AI, and embodied intelligence industries [1] Group 2 - ST Songfa has signed contracts for two 30.6 million ton VLCC super-large crude oil transport ships [1] - Jiangfeng Electronics intends to acquire control of Kaide Quartz for cash and will suspend trading from January 30 [1] - Jiangbolong expects a net profit growth of 150.66% to 210.82% year-on-year for 2025 [1] Group 3 - Hengyuan Coal Power plans to repurchase shares worth 200 million to 250 million yuan [1] - Jintian Co., Ltd. intends to increase its holdings by 50 million to 100 million yuan [1] - Beijing Lier plans to raise no more than 1.034 billion yuan through a private placement [1][2]

报告期内，存储价格在一季度触底后企稳回升，三季度末因AI服务器需求爆发及原厂产能向企业级产 品倾斜，导致供给进一步失衡，存储价格持续上涨。公司依托高端产品布局、海外业务拓展及自有品牌 优势，上半年实现扭亏为盈，下半年盈利水平稳步提升，第四季度扣非净利润约为6.5亿元至8.7亿元。 报告期内，公司多款主控芯片已经实现批量应用，并成功完成UFS4.1主控芯片的首次流片，成为全球 少数具备该代际主控芯片自研能力的企业。依托主控芯片、固件算法、封装测试的全栈能力，公司已与 多家晶圆原厂及头部智能终端设备厂商构建了深度合作关系，以UFS4.1为代表的旗舰存储产品正在批 量出货前夕。同时，公司已经实现定制化端侧AI存储产品在头部客户的批量出货。报告期内公司还推 出了Wafer级SiP封装的mSSD产品，正在多家头部PC厂商加快导入。上述技术布局与深度协同机制，使 公司在晶圆供应结构性偏紧的环境下，构建起了差异化的供应保障能力与成长潜力。 江波龙（301308）(301308.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润12.5亿元 至15.5亿元，同比增长150.66%至210.82%;扣除非经常性 ...

Core Viewpoint - The company, Jiangbolong (301308.SZ), forecasts a significant increase in net profit for the fiscal year 2025, driven by a recovery in storage prices and strong demand from AI server markets [1][2]. Financial Performance - The company expects net profit attributable to shareholders to be between 1.25 billion to 1.55 billion yuan, representing a year-on-year growth of 150.66% to 210.82% [1]. - The net profit after deducting non-recurring gains and losses is projected to be between 1.13 billion to 1.35 billion yuan, indicating a substantial increase of 578.51% to 710.60% year-on-year [1]. - The fourth quarter's net profit, excluding non-recurring items, is estimated to be approximately 650 million to 870 million yuan [1]. Market Dynamics - Storage prices stabilized after hitting a low in the first quarter and have been rising due to an imbalance in supply, driven by surging demand for AI servers and a shift in production capacity towards enterprise-level products [1]. - The company has successfully turned losses into profits in the first half of the year, with steady profit growth in the second half [1]. Technological Advancements - The company has achieved mass application of several main control chips and successfully completed the first tape-out of the UFS4.1 main control chip, positioning itself among the few companies globally with self-research capabilities for this generation of chips [2]. - The company has established deep cooperative relationships with multiple wafer foundries and leading smart terminal device manufacturers, with flagship storage products based on UFS4.1 set to enter mass production [2]. - The introduction of customized edge AI storage products has also seen successful mass shipments to key clients [2]. - The company launched wafer-level SiP packaged mSSD products, which are being rapidly adopted by several leading PC manufacturers [2].

格隆汇1月29日丨江波龙(301308.SZ)公布，预计2025年归属于上市公司股东的净利润12.5亿元～15.5亿 元，比上年同期增长150.66%～210.82%，扣除非经常性损益后的净利润11.3亿元～13.5亿元，比上年同 期增长578.51%～710.60%。 报告期内，存储价格在一季度触底后企稳回升，三季度末因AI服务器需求爆发及原厂产能向企业级产 品倾斜，导致供给进一步失衡，存储价格持续上涨。公司依托高端产品布局、海外业务拓展及自有品牌 优势，上半年实现扭亏为盈，下半年盈利水平稳步提升，第四季度扣非净利润约为6.5亿元至8.7亿元。 ...

(本文来自第一财经) 江波龙公告称，预计2025年归属于上市公司股东的净利润为12.50亿元-15.50亿元，比上年同期增长 150.66%-210.82%。报告期内，存储价格在一季度触底后企稳回升，三季度末因AI服务器需求爆发及原 厂产能向企业级产品倾斜，导致供给进一步失衡，存储价格持续上涨。公司依托高端产品布局、海外业 务拓展及自有品牌优势，上半年实现扭亏为盈，下半年盈利水平稳步提升，第四季度扣非净利润约为 6.5亿元至8.7亿元。 ...

格隆汇1月29日｜江波龙公告，预计2025年度净利润为12.5亿元至15.5亿元，同比增长150.66%至 210.82%。报告期内，存储价格在一季度触底后企稳回升，三季度末因AI服务器需求爆发及原厂产能向 企业级产品倾斜，导致供给进一步失衡，存储价格持续上涨。公司依托高端产品布局、海外业务拓展及 自有品牌优势，上半年实现扭亏为盈，下半年盈利水平稳步提升，第四季度扣非净利润约为6.5亿元至 8.7亿元。 ...

证券代码：301308 证券简称：江波龙 公告编号：2026-008 深圳市江波龙电子股份有限公司 2025 年度业绩预告 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 2、业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 单位：万元 | 项 | 目 | | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | | 比上年同 | 125,000 | ～ | 155,000 | 49,868.45 | | | | | 150.66% | ～ | 210.82% | | | | | 期增长 | | | | | | 扣除非经常性损 益后的净利润 | | 比上年同 | 113,000 578.51% | ～ ～ | 135,000 710.60% | 16,654.26 | | | | 期增长 | | | | | | 营业收入 | | | 2,250,000 | ～ | 2,300,000 | 1,746,365.03 | 注:本表格中的"万元"均指"人民币万元 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月29日，江波龙收跌3.34%，收盘价为358.80元，发生1笔大宗交易，合计成交量2.6万股，成交金额 876.72万元。 第1笔成交价格为337.20元，成交2.60万股，成交金额876.72万元，溢价率为-6.02%，买方营业部为华福 证券有限责任公司上海浦明路证券营业部，卖方营业部为中信建投证券股份有限公司北京朝外大街证券 营业部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为1231.29万元。该股近5个交易日累 计下跌0.83%，主力资金合计净流出11.77亿元。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 ...

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry [5] Core Insights - The ongoing shortage of niche storage is expected to continue, with AI demand opening up incremental growth opportunities [2][8] - AI demand is anticipated to drive the need for niche storage, particularly in applications such as automotive, industrial, and security [7] - Domestic manufacturers are positioned competitively in the niche storage market and are likely to benefit from the supply constraints caused by international suppliers exiting this segment [7] Summary by Sections Investment Recommendations and Targets - Key investment targets include domestic storage chip design companies such as Zhaoyi Innovation, Puran, Jucheng, Dongxin, Beijing Junzheng, and Hengshuo [3][8] - Other relevant companies include domestic storage module manufacturers like Jiangbolong, Demingli, and Baiwei Storage, as well as semiconductor equipment firms such as Zhongwei, Jingzhida, and Beifang Huachuang [3][8] - Companies benefiting from storage technology iterations include Lanke Technology, Lianyun Technology, and Aojie Technology [3][8] Market Dynamics - The supply of niche storage products is being significantly reduced as major international suppliers focus on mainstream storage products, leading to a substantial contraction in supply [7] - For instance, the global MLC NAND Flash capacity is projected to decrease by 41.7% in 2026 due to supply shrinkage, which is expected to drive prices significantly higher [7] - Domestic firms are gaining market share in niche storage, with Zhaoyi Innovation holding approximately 18.5% of the NOR Flash market in 2024, ranking second globally [7]