Demingli forecasts 8.65–8.95B yuan Q1–Q3 profit on AI storage demand
Demingli released a preliminary 2026 first-three-quarter earnings forecast on Oct. 16, projecting revenue of 27.5–29.5 billion yuan (up 312.97%–343% year on year) and net profit attributable to shareholders of 8.65–8.95 billion yuan, with non-recurring net profit of 8.596–8.896 billion yuan; the company said it swung to profit, and Q3 revenue alone was 10.589–12.589 billion yuan. Demingli said its enterprise storage business captured AI infrastructure demand, using in-house controller chips to ship in volume to leading domestic cloud providers and expand into server OEM, domestic IT and overseas markets, with its Vietnam plant now in mass production. The figures are preliminary internal estimates and have not been audited.
AI infrastructure demand is flowing through to upstream storage-controller suppliers, though the extreme year-on-year percentages reflect a near-zero prior-year base and should be read with caution.
IT之家 10 月 16 日消息，德明利今日发布 2026 年前三季度（2026 年 1 月～2026 年 9 月）业绩预告报告：
- 营业总收入：275 亿元 ~295 亿元，预计同比增长 312.97%~343%
- 归母净利润：86.5 亿元 ~89.5 亿元，预计同比增长 32046.52%~33154.49%
- 扣非净利润：85.96 亿元 ~88.96 亿元，预计同比增长 17127.99%~17722.26%
- 基本每股收益：27.47 元 ~28.42 元
AI 解读 本次业绩预告扭亏为盈，营收和净利润增速均大幅超市场预期。公司主营业务简介 德明利是专业存储控制芯片及解决方案提供商，核心业务为自主可控的存储主控芯片与固件方案研发及产业化应用，聚焦存储领域，构建了硬科技 + 软服务双轮支撑体系，推动向场景化、定制化存储解决方案转型升级。本次财报核心亮点业绩增长核心驱动因素风险提示 本次业绩预告为公司财务部门初步测算结果，未经会计师事务所审计，最终数据以正式三季度报告披露为准。