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Shanxi Securities: The trend of rising storage prices may continue for longer, and storage vendors are expected to welcome a double hit from Davis
The Zhitong Finance App learned that Shanxi Securities released a research report stating that considering that the operating profit margins of the three major storage manufacturers still have a lot of room to rise from historical highs, and that storage prices continue to rise for at least 6-8 quarters in each upward cycle, storage prices have only risen for 2 quarters in this upward cycle, so the storage price increase trend may continue for longer. In the future, as operating margins improve due to the continued rise in storage prices, storage vendors are expected to face a double hit in performance and valuation, and there is plenty of room for a rebound in the industry. The main opinion of Shanxi Securities is as follows: Shanxi Securities said that the price of upstream storage wafers
Minsheng Securities released a research report on April 16 stating that Demingli (001309.SZ) was given a recommended rating. The main reasons for the rating include: 1) the fixed increase was accepted, and the capital raised was invested in embedded stora
Minsheng Securities released a research report on April 16 stating that Demingli (001309.SZ) was given a recommended rating. The main reasons for the rating include: 1) the fixed increase was accepted, and the capital raised was invested in embedded storage and high-end SSDs; 2) actively expanding the category with the goal of achieving full coverage of flash memory main control chips; 3) storage prices continued to rise, and the product structure was greatly upgraded. (Mainichi Keizai Shimbun)
Demingley (001309) incident review: fixed increase accepted to add embedded storage and high-end SSD
Incidents. On April 15, 2024, Demingli issued an announcement that the company's application to issue shares to specific targets was accepted by the Shenzhen Stock Exchange. It is planned to raise no more than 1,246 billion yuan in capital for this offering, and the number of issues will not exceed the number of issues
Demingli (001309.SZ) fixed increase application accepted by Shenzhen Stock Exchange
Demingli (001309.SZ) announced that on the evening of April 12, 2024, the company received the “Notice on Accepting Application Documents for Shenzhen Demingli Technology Co., Ltd. to issue shares to specific targets” (Shenzhen Stock Exchange (2024) No. 84) issued by the Shenzhen Stock Exchange (Shenzhen Stock Exchange). The Shenzhen Stock Exchange checked the application documents submitted by the company to issue shares to specific targets and decided to accept them.
Demingli (001309.SZ): No technology or products related to silicon optical modules
Gelonghui, April 12 | Demingli (001309.SZ) said on the investor interactive platform that the company's main business mainly focuses on the design and development of flash memory main control chips, the development and optimization of application solutions for storage module products, and the sale of storage module products. There are currently no technologies or products related to silicon optical modules.
China Post Securities released a research report on April 11 stating that Demingli (001309.SZ) was given a purchase rating. The main reasons for the rating include: 1) seizing the opportunity of a rebound in storage prices and continuing a good trend in 2
China Post Securities released a research report on April 11 stating that Demingli (001309.SZ) was given a purchase rating. The main reasons for the rating include: 1) seizing the opportunity of a rebound in storage prices and continuing a good trend in 24Q1 performance growth; 2) focusing on the storage industry to continue to expand the product line layout and open up new performance growth points. (Mainichi Keizai Shimbun)
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