AI storage demand surges, Demingli expects Q4 net profit to soar by 1051.59%-1262.41% year-on-year | Financial Report News

Shenzhen Derimile Technology Co., Ltd. (hereinafter referred to as "Derimile") has released its 2025 performance forecast. Driven by the recovery in the storage industry spurred by AI demand, the company expects a significant increase in annual net profit, with revenue likely to surpass the 10 billion yuan mark. On January 21, Derimile announced that its net profit attributable to shareholders of the listed company for 2025 is expected to be between 650 million and 800 million yuan, a year-on-year increase of 85.42% to 128.21%. Annual operating revenue is projected to reach 10.3 to 11.3 billion yuan, marking growth of 115.82% to 136.77% compared to the same period last year. This forecast reflects the company's rapidly expanding business scale and markedly enhanced profitability over the past year. It is noteworthy that performance in the fourth quarter has been particularly strong, becoming a major driver of the annual results. According to preliminary calculations, the company estimates net profit attributable to shareholders of the listed company in the fourth quarter of 2025 alone to be between 677 million and 827 million yuan, a year-on-year surge of 1051.59% to 1262.41%, with quarter-on-quarter growth reaching as high as 645.11% to 810.18%. This data suggests that as storage prices enter an upward trajectory, the company saw a concentrated release of its performance at the year-end. Market analysts point out that Derimile’s explosive performance is mainly due to strengthened end-to-end storage solution capabilities and the development of high-end manufacturing capacity. As the application of AI technology drives surging demand for high-performance storage, the company’s strategic deployment in customized product delivery is starting to pay off, significantly boosting gross profit margins and markedly improving operational results. In today’s A-share market, multiple storage chip industry stocks surged. Since the beginning of 2025, Derimile's stock price has risen by more than 350%. A recent report by market research firm Counterpoint Research shows that the storage market has exceeded its historical high in 2018, with supplier bargaining power at an all-time peak. Storage prices are forecast to rise by another 40% to 50% in the first quarter of 2026 and by about 20% in the second quarter. **Q4 Single-Quarter Performance Explosion** The performance in the fourth quarter is the biggest highlight of this forecast. Quarterly revenue is expected to be between 3.641 billion and 4.641 billion yuan, a year-on-year increase of 209.72% to 294.79%, and a quarter-on-quarter increase of 42.78% to 81.99%. Compared with revenue, the explosive growth in net profit is even more stunning, with single-quarter net profit expected to increase over 12 times year-on-year. Derimile explained in the announcement that starting from the third quarter of 2025, driven by AI demand, the storage industry’s prosperity began to recover, storage prices entered an upward channel, directly pushing up the gross profit margin of company product sales. This trend was further confirmed and amplified in the fourth quarter. **Double Growth in R&D Investment and Equity Incentives** While experiencing rapid performance growth, Derimile has not slowed down investment for the future. The announcement indicates the company continually increased spending on R&D and talent reserves during the reporting period. R&D expenses for 2025 will be about 290 million yuan, significantly higher than the 203 million yuan spent in the previous year, with a focus on strengthening end-to-end storage solution capabilities and high-end manufacturing power. In addition, to secure key personnel, the company continued its employee equity incentive plan. Share-based payment expenses incurred during the reporting period were approximately 95 million yuan, a significant increase compared to 43.81 million yuan in the previous year. Although this raises cost pressure in the short term, it also reflects confidence in the company's long-term development. The announcement also mentions that estimated non-recurring profit and loss for 2025 is about 20 million yuan, lower than last year's 47.86 million yuan. The company stated that the financial figures in this performance forecast have been pre-communicated with the auditing firm DaXin CPAs, with no disagreements between the two parties, yet final financial data will be subject to audit results. Risk Warning and Disclaimer The market has risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account any individual user’s particular investment objectives, financial situation, or needs. Users should consider whether any opinions, views, or conclusions herein fit their specific situation. Investing based on this article is at one’s own risk.