北京君正最新公告：预计上半年净利同比增长431%-531%存储芯片需求旺盛DRAM产品售价涨幅较大

证券之星07-13

北京君正(300223.SZ)公告称，预计2026年半年度归属于上市公司股东的净利润为10.79亿元-12.82亿元，同比增长431%-531%。报告期内，受益于存储大周期的推动，公司存储芯片需求旺盛，其中公司DRAM产品由于供应持续紧张，产品售价涨幅较大，公司Flash产品受益于AI服务器、光模块等领域的发展，销量同比明显增长，公司存储芯片销售收入总体实现了较大幅度的增长；同时，受原材料KGD缺货、涨价等因素影响，公司计算芯片产品进行了价格上调，销售收入同比实现强劲增长。注：公司Q2净利润预计7.6亿-9.63亿，Q1净利润3.19亿，据此计算，Q2净利润预计环比增长138%-202%。

以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。

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