Shannon Chip Innovation's operating profit in 2025 increased by 182.42% year-on-year, Q1 net profit surged over 67 times, and its self-owned brand "Hyper Storage" achieved its first annual profit | Financial Report Highlights

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The wave of AI computing power is driving a surge in enterprise-level storage demand, accelerating the overall performance of Shannon Semiconductor.

On April 7, Shannon Semiconductor Technology Co., Ltd. simultaneously released its 2025 annual performance report and its forecast for the first quarter of 2026. Both announcements show a significant leap in company profits.

Specifically, net profit attributable to shareholders in 2025 increased more than double year-on-year, while the net profit forecast for Q1 2026 is expected to soar by 6714% to 8747%, showing a marked acceleration in growth momentum.

The company attributes this growth to the continued expansion of demand for generative artificial intelligence (AGI) applications, the rapid procurement of enterprise-level storage driven by internet data center (IDC) construction, and growth in both its electronic components distribution business and its self-owned brand "Hypers Storage."

Notably, the "Hypers Storage" segment achieved annual profitability for the first time in the 2025 reporting period, marking a new stage for the company’s self-owned brand business.

Full year 2025: Net profit doubled, revenue scale surpasses 35 billion yuan

In 2025, Shannon Semiconductor achieved a total operating revenue of 35.251 billion yuan, a year-on-year increase of 45.24%; operating profit of 856 million yuan, a year-on-year increase of 182.42%; and net profit attributable to shareholders of listed companies of 544 million yuan, a year-on-year increase of 106.06%.

After deducting non-recurring gains and losses, net profit was 519 million yuan, a year-on-year increase of 70.22%; basic earnings per share were 1.18 yuan, up 103.45% from 0.58 yuan in the same period last year; weighted average ROE increased from 9.65% to 16.90%.

On the balance sheet, by the end of 2025, the company’s total assets reached 11.084 billion yuan, up 46.13% from the beginning of the year; shareholders’ equity was 3.574 billion yuan, up 21.69%; net assets per share were 7.69 yuan, up 19.78% from the beginning of the year.

The company stated that the growth in total assets and net assets mainly stems from the significant improvement in net profit during the reporting period.

Self-owned brand breakthrough: Hypers Storage achieves annual profitability for the first time

The profit breakthrough of the "Hypers Storage" brand is an important structural change in the 2025 earnings.

The announcement shows that "Hypers Storage" has successively launched multiple products across its enterprise-class SSD and enterprise-class DRAM product lines and completed certification and adaptation on major domestic server platforms, formally entering mass production.

This means the brand has transitioned from an R&D investment phase to large-scale commercial operation.

For Shannon Semiconductor, which started with a distribution business, a substantial profitability breakthrough in its self-owned brand will help optimize the overall business structure, reduce dependence on a single distribution model, and provide greater margin improvement potential.

First quarter forecast: Soaring over 67 times, momentum continues to accelerate

Entering 2026, the company’s growth momentum further accelerates.

According to the 2026 first quarter earnings forecast, the company's net profit attributable to shareholders is expected to be 1.14 billion to 1.48 billion yuan, a year-on-year increase of 6714.72% to 8747.18%, compared to a base of 17 million yuan in the same period last year.

After deducting non-recurring gains and losses, net profit is expected to be 1.118 billion to 1.458 billion yuan, an increase of 7424.82% to 9713.23% year-on-year.

The company pointed out that continuous price increases in enterprise-grade storage products and the ongoing boom in the sector are the core driving factors behind the surging profits in the first quarter. In addition, the company expects about 22 million yuan in non-recurring gains and losses for the first quarter.

It should be noted that the net profit base in the same period last year was extremely low (16.7285 million yuan), amplifying the visual effect of the year-on-year growth rate. Investors should consider both the absolute profit size and the growth rate when interpreting these numbers.

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