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中文(ZH) 江波龙:目前存储产业正处于高景气周期中

Jiangbo Long sees 93% revenue growth, eyes AI data centers

Jiangbo Long, a storage solutions provider, reported significant growth in its enterprise-grade products, with revenues reaching 1.783 billion yuan in 2025, a 93.30% increase year-over-year. The company is expanding its presence in AI servers and data centers, aligning with the current high-growth phase of the storage industry. Additionally, BOE A is investing in a glass substrate packaging substrate pilot line, aiming to enter the AI chip packaging market, though mass production and yield targets remain uncertain. AI

IMPACT Jiangbo Long's substantial revenue growth and focus on AI servers and data centers highlight the increasing demand for specialized storage solutions in the AI infrastructure.

RANK_REASON The cluster reports significant financial results and strategic expansion for Jiangbo Long, indicating substantial growth and market positioning within the storage industry. [lever_c_demoted from significant: ic=1 ai=0.7]

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Jiangbolong: The current storage industry is in a period of high prosperity

    36氪获悉,江波龙在互动平台表示,公司企业级产品主要为企业级eSSD与RDIMM,公司企业级存储产品2025年实现收入达17.83亿元,同比增长93.30%,公司将继续深化在AI服务器、数据中心领域的存储业务布局。目前存储产业正处于高景气周期中,公司各项经营指标与行业发展趋势保持一致。