Dongxin Co., Ltd. announced that net profit for the first half of 2026 is expected to be 640 million yuan to 680 million yuan. Compared with the same period last year, it will increase 751 million yuan to 791 million yuan, turning a year-on-year loss into a profit. During the reporting period, benefiting from the continued explosion in demand for AI computing power and the increasing competitiveness of domestic niche storage technology, overseas storage manufacturers rapidly withdrew from the niche market, and the supply-side contraction trend was obvious. At the same time, demand for downstream applications such as network communications, industrial control, and automotive electronics recovered steadily, and the gap between supply and demand for niche memory chips continued to expand. The relationship between supply and demand in the memory chip market faced by the company showed a structural shortage trend, and product market prices rose sharply. The company grasped market opportunities, and the storage business, represented by SLC NAND Flash, achieved a sharp rise in volume and price, which led to a sharp increase in revenue in the first half of the year. Overall gross margin also rose significantly, leading to a significant increase in profit levels in the first half of the year.

Zhitongcaijing · 1d ago
Dongxin Co., Ltd. announced that net profit for the first half of 2026 is expected to be 640 million yuan to 680 million yuan. Compared with the same period last year, it will increase 751 million yuan to 791 million yuan, turning a year-on-year loss into a profit. During the reporting period, benefiting from the continued explosion in demand for AI computing power and the increasing competitiveness of domestic niche storage technology, overseas storage manufacturers rapidly withdrew from the niche market, and the supply-side contraction trend was obvious. At the same time, demand for downstream applications such as network communications, industrial control, and automotive electronics recovered steadily, and the gap between supply and demand for niche memory chips continued to expand. The relationship between supply and demand in the memory chip market faced by the company showed a structural shortage trend, and product market prices rose sharply. The company grasped market opportunities, and the storage business, represented by SLC NAND Flash, achieved a sharp rise in volume and price, which led to a sharp increase in revenue in the first half of the year. Overall gross margin also rose significantly, leading to a significant increase in profit levels in the first half of the year.