AI-Driven Performance Surge: Biwin Storage H1 Revenue Up 298% YoY, Net Profit of 7.166 Billion Yuan Turns Positive | Earnings Insights

In the first half of 2026, Biwin Storage reported revenue of 15.575 billion yuan, up 298.10% year-over-year, with net profit attributable to shareholders reaching 7.166 billion yuan, turning from losses to profits. Gross margin rose to 54.81%. AI edge-side storage revenue hit 2.86 billion yuan, up 433.58% YoY. The company increased inventory buildup, with stock levels reaching 18.168 billion yuan, and advanced its self-developed controller and wafer-level advanced packaging and testing initiatives. However, operating cash flow remains under pressure, and performance still carries cyclical fluctuation risks.