AI Demand Drives Explosive Q1 Performance for Storage Chip Firms, Industry Sentiment Continues to Rise
2026-04-10 10:38
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en.Wedoany.com Reported - On April 7th, Shannon Xinchuang disclosed its Q1 2026 performance forecast, expecting net profit attributable to shareholders of 1.14 billion to 1.48 billion yuan, a year-on-year increase of 6714.72% to 8747.18%, surpassing the company's full-year 2025 net profit of 544 million yuan. Net profit after deducting non-recurring gains and losses is expected to be 1.118 billion to 1.458 billion yuan, a year-on-year increase of 7424.82% to 9713.23%. The performance forecast indicates that the growth in demand for generative artificial intelligence applications is driving continued improvement in industry sentiment, with enterprise storage product prices continuously rising, leading to improved company profitability and a significant increase in profit levels.

On March 31st, Demingli disclosed its Q1 2026 performance forecast, expecting operating revenue of 7.3 billion to 7.8 billion yuan, a year-on-year increase of 483.05% to 522.98%; net profit attributable to shareholders of 3.15 billion to 3.65 billion yuan, compared to a loss of 69.0877 million yuan in the same period last year; net profit after deducting non-recurring gains and losses is expected to be 3.14 billion to 3.64 billion yuan, a year-on-year increase of 4288.98% to 4956.01%. Demingli has launched differentiated storage solutions around data centers, consumer electronics, and industrial control, increased product shipments, combined with continuously rising storage prices and strategic reserves of raw materials, collectively boosting profit scale.

Shannon Xinchuang's own brand "Haipu Storage" has launched multiple products across two major product lines: enterprise-grade SSDs and enterprise-grade DRAM, completed certification and adaptation for some major Chinese server platforms, and entered mass production. This segment achieved annual profitability for the first time in 2025. Shannon Xinchuang disclosed its 2025 performance report on the same day, with annual total operating revenue of 35.251 billion yuan, a year-on-year increase of 45.24%; net profit attributable to shareholders of 544 million yuan, a year-on-year increase of 106.06%.

The structural growth in demand for high-performance storage from AI servers is driving continuous volume expansion for enterprise-grade SSDs and DRAM in the data center field. Demingli noted in its performance forecast that industry sentiment is affected by the relationship between upstream raw material supply and downstream market demand. If changes in supply and demand or raw material price fluctuations occur in the future, the company's performance faces the risk of volatility.

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This article is compiled by Wedoany. All AI citations must indicate the source as "Wedoany". If there is any infringement or other issues, please notify us promptly, and we will modify or delete it accordingly. Email: news@wedoany.com