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Demingli said in the investor relations record sheet that the company's net profit performance in the second quarter was affected by many factors: first, there was an increase in the cost side, including increased R&D investment, increased accrual due to capacity construction, and increased share payment expenses; second, the company continued to be optimistic about the subsequent industry boom, actively increasing strategic reserves to support rapid business expansion, and sufficient inventory strategic reserves; third, the company's enterprise-level storage, embedded storage, memory and other businesses are still in the accelerated expansion stage. The certification cycle for such products is long, investment in early adaptation testing is large, and R&D expenses and management expenses and management expenses Expenses have also increased, and corresponding investments during the business expansion period need to gradually deliver results. The above investments are all long-term strategic plans, and have gradually made positive contributions in the second quarter. The company is expected to achieve revenue of 8.462-10.462 billion yuan in the second quarter, up 196%-266% year on year, and 12%-39% month-on-month, and maintain a high growth rate driven by new businesses such as enterprise-grade storage and memory cards. In the future, it is expected that through the continuous release of large-scale advantages, the bargaining power and cost control capabilities of the company's upstream and downstream industrial chains will be continuously improved, laying a solid foundation for the company's subsequent performance release.

Zhitongcaijing·07/21/2026 13:17:12
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Demingli said in the investor relations record sheet that the company's net profit performance in the second quarter was affected by many factors: first, there was an increase in the cost side, including increased R&D investment, increased accrual due to capacity construction, and increased share payment expenses; second, the company continued to be optimistic about the subsequent industry boom, actively increasing strategic reserves to support rapid business expansion, and sufficient inventory strategic reserves; third, the company's enterprise-level storage, embedded storage, memory and other businesses are still in the accelerated expansion stage. The certification cycle for such products is long, investment in early adaptation testing is large, and R&D expenses and management expenses and management expenses Expenses have also increased, and corresponding investments during the business expansion period need to gradually deliver results. The above investments are all long-term strategic plans, and have gradually made positive contributions in the second quarter. The company is expected to achieve revenue of 8.462-10.462 billion yuan in the second quarter, up 196%-266% year on year, and 12%-39% month-on-month, and maintain a high growth rate driven by new businesses such as enterprise-grade storage and memory cards. In the future, it is expected that through the continuous release of large-scale advantages, the bargaining power and cost control capabilities of the company's upstream and downstream industrial chains will be continuously improved, laying a solid foundation for the company's subsequent performance release.