聯芸科技(688499.SH):上半年淨利潤同比預增33.62%左右
格隆匯7月15日丨聯芸科技(688499.SH)公佈2025年半年度業績預告,預計公司2025年半年度:1、實現營業收入61,200萬元左右,同比增長16.11%左右。2、實現歸屬於母公司所有者的淨利潤5,500萬元左右,同比增長33.62%左右。3、實現歸屬於母公司所有者的扣除非經常性損益後的淨利潤3,400萬元左右,同比增長92.97%左右。
報告期內,公司的經營業績較去年同期實現增長,主要包括以下原因:1)受益於下遊需求的溫和復甦以及AI技術不斷髮展使得終端應用對於數據存儲方面的需求不斷增長,公司數據存儲主控芯片的整體出貨量保持增長;2)公司的產品競爭力、品牌影響力不斷提升,在下遊客戶中的滲透率持續提高;3)毛利水平更高的
PCIe Gen4 SSD主控芯片的收入佔比持續增加,進而帶動了公司毛利率的提升。
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