受益于AI算力爆发与存储行业进入高景气周期 佰维存储(688525.SH)上半年净利润71.66亿元

智通财经
15 hours ago

智通财经APP讯,佰维存储(688525.SH)发布2026年半年度报告,报告期内,公司实现营业收入155.75亿元,同比增长298.10%。实现归属于上市公司股东的净利润71.66亿元。实现归属于上市公司股东的扣除非经常性损益的净利润66.33亿元。

告期内,公司营业收入大幅度增长,主要受益于AI算力爆发与存储行业进入高景气周期,公司的产品和客户结构持续优化,同时公司在芯片设计、解决方案、先进封测及测试设备等领域不断加大投入力度,增强市场竞争力。

报告期内,公司利润较上年同期增幅较大,主要原因系:公司营业收入大幅度增长,公司在智能穿戴等AI新兴端侧领域深耕多年,构建了差异化的竞争优势,公司ePOP等代表性存储产品具有低功耗、快响应、轻薄小巧等优势,产品表现出色,目前已被Meta、Google、阿里小米、小天才、Rokid、雷鸟创新等国内外知名企业应用于其AI/AR 眼镜、智能手表等智能穿戴设备上。本年度随着AI眼镜的放量,公司与Meta等重点客户的合作不断深入,推动公司智能穿戴存储业务的持续增长,2026年上半年公司AI新兴端侧存储产品收入约28.6亿元,同比增长433.58%,环比增长126.98%。

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