佰维存储(688525) - 2024 Q1 - 季度业绩预告

Revenue and Profit Expectations - Revenue for Q1 2024 is expected to be between 1.7 billion yuan and 1.8 billion yuan, representing a year-over-year increase of 299.54% to 323.04%[5] - Net profit attributable to the parent company for Q1 2024 is expected to be between 150 million yuan and 180 million yuan, a year-over-year increase of 219.03% to 242.84%, achieving a turnaround from loss to profit[9] - Net profit attributable to the parent company after deducting non-recurring gains and losses for Q1 2024 is expected to be between 150 million yuan and 180 million yuan, a year-over-year increase of 216.17% to 239.40%, achieving a turnaround from loss to profit[10] - Stock-based compensation expenses for Q1 2024 are approximately 85 million yuan, and after excluding these expenses, net profit attributable to the parent company is between 235 million yuan and 265 million yuan[1] R&D and Investment - R&D expenses for Q1 2024 are approximately 100 million yuan, a year-over-year increase of over 200%[14] - The company has been increasing its investment in R&D in areas such as storage solutions, chip design, advanced packaging and testing, and testing equipment, continuously enhancing its core competitiveness[14] Market and Industry Trends - The storage industry has been recovering since Q4 2023, with downstream customer demand continuing to rebound, leading to a significant increase in product sales and improved operating performance[14] - The company has been expanding its customer base both domestically and internationally, with product sales increasing significantly year-over-year[14] Historical Financial Data - Revenue for Q1 2023 was 425.49 million yuan, with a net loss attributable to the parent company of 126.02 million yuan and a net loss after deducting non-recurring gains and losses of 129.12 million yuan[11] Financial Data Disclosure - The preliminary financial data for Q1 2024 has not been audited by an accounting firm, and the specific accurate financial data will be disclosed in the company's official Q1 2024 report[12]