Dapuwei (301666.SZ) issued a pre-profit. The net profit for the half-year is estimated to be 1.2 billion yuan to 1.35 billion yuan, turning a year-on-year loss into a profit

According to the Zhitong Finance App, Dapuwei (301666.SZ) released the 2026 semi-annual results forecast. The company expects to achieve net profit attributable to shareholders of listed companies of 1.2 billion yuan to 1.35 billion yuan in the semi-annual year of 2026, turning a year-on-year loss into a profit; net profit after deducting non-recurring profit and loss of 1,195 billion yuan to 1,345 billion yuan, turning a year-on-year loss into a profit.

In the first half of 2026, the company's revenue achieved rapid growth. It is expected to increase 474.73% to 541.56% year on year. Net profit attributable to shareholders of listed companies and net profit after deducting non-recurring profit and loss is expected to turn a loss into a profit year on year.

During the reporting period, global artificial intelligence developed rapidly, and commercial closed loops for various application scenarios were gradually formed and promoted, driving rapid growth in AI data center infrastructure investment. Investment in training and inference in the AI field has gradually increased, and investment related to inference scenarios has increased significantly. Demand for AI scenarios such as KV Cache has intensified the tight supply and demand situation of enterprise storage in data centers, including PCIe SSDs, and accelerated product iteration for enterprise-grade PCIe SSDs, spawning demand for category innovation in different directions such as high performance and large capacity.

During the reporting period, the company continued to increase investment in R&D, continuously launched enterprise-grade PCIe SSD products that meet the latest needs of AI training and inference scenarios, forward-looking layout of cutting-edge storage technology for AI development, and actively promoted the development of new products and emerging businesses such as intelligent networking and depository integration. The company's 122TB capacity QLC SSD has been commercialized, 245TB capacity products have been launched and testing has started, and development of PCIe 6.0 intergenerational enterprise SSD main control chips and related products is progressing smoothly according to the fundraising project plan. At the same time, based on the company's product innovation advantages and increasing collaborative competitiveness in the storage industry chain, the company continues to increase overseas market expansion efforts, accelerate international layout, and exchange phased financial investment for long-term broader market space and innovative traction for cutting-edge AI needs. The burgeoning sovereign AI has also brought new development opportunities to the company.