Recently, a number of memory companies have unveiled substantial projected performance increases for 2025. On the evening of January 29, Jiangbo Long issued a performance forecast, indicating that the net profit attributable to shareholders for 2025 is expected to fall between 1.25 billion yuan and 1.55 billion yuan, marking a year-on-year surge of 150.66% to 210.82%. Jiangbo Long explained that after reaching a trough in the first quarter, memory prices stabilized and then rebounded. By the end of the third quarter, the explosive demand for AI servers, coupled with the redirection of original manufacturers' production capacity towards enterprise-level products, led to supply imbalances. This, in turn, triggered a continuous upward trajectory in memory prices.

Impacted by these developments, several memory companies, including Biwin Storage, GigaDevice, Demingli, and Netac Technology, are poised to witness a performance upswing. Specifically, Biwin Storage projects that its net profit attributable to shareholders for 2025 will be in the range of 850 million yuan to 1 billion yuan, reflecting a year-on-year leap of 427.19% to 520.22%. Demingli, on the other hand, anticipates its revenue to range from 10.3 billion yuan to 11.3 billion yuan, equating to a year-on-year increase of 115.82% to 136.77%. Additionally, its net profit attributable to shareholders is expected to be between 650 million yuan and 800 million yuan, representing a year-on-year hike of 85.42% to 128.21%.