001309 Shenzhen Techwinsemi Technology
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Shenzhen Techwinsemi Technology News
Express News | Demingli: Net profit from mother for the first quarter was 195 million yuan, up 546.49% year on year
The memory chip concept fluctuated, causing Demingli to rise and stop
The memory chip concept fluctuated, and Demingli went up and down, and Baiwei Storage, Shennan Circuit, Lanqi Technology, Shannon Xinchuang, and Jiang Bolong followed suit.
The overall memory supply may be insufficient in the second half of the year, and the storage industry chain is expected to continue to thrive
① SK Hynix estimates that if the recovery in PC and smartphone demand in the second half of the year causes existing inventory to be exhausted, the memory market will face tension. ② Yongxing Securities believes that as downstream demand may continue to improve, memory chip prices are expected to continue to rise, and related industrial chains are expected to continue to benefit.
Express News | Seven listed memory chip companies revealed first-quarter results, Lanqi Technology's net profit increased more than tenfold year-on-year
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)
Demingli (001309): Rapid growth in 2024Q1, significant increase in revenue from new products
Event: The company released a performance forecast for the first quarter of 2024, and achieved revenue of 8-850 million yuan in the first quarter of 2024, up 164.92% -181.48% year on year, and 0.04% -6.30% month on month
Dragon Tiger List丨Demingli dropped to a net purchase of 409.8872 million yuan from four institutions
Glonghui, April 10 | Demingli (001309.SZ) fell to a halt today, with a turnover of 11.021 billion yuan and a turnover rate of 12.1%. According to Dragon Tiger Index data, Shenzhen Stock Connect had a net sale of 16.66,200 yuan; the four institutions bought 65.144 million yuan and sold 24.156,800 yuan at the same time, with a net purchase of 409.8872 million yuan. The listed seats bought 184 million yuan throughout the day and sold 278 million yuan, with a total net sales of 93.8018 million yuan.
The memory chip sector continued to decline, and Demingli fell more than 9%
The memory chip sector continued to decline. Demingli fell more than 9%, Baiwei Storage fell more than 7%, and Jiang Bolong, Zhaoyi Innovation, Tongyou Technology, and Shannon Xinchuang all declined.
The warm air of storage blows to A-shares. The module company's quarterly report is expected to increase 6 times, and a new starting point for the next cycle is approaching?
① The company's net profit for the first quarter not only hit a record high net profit for a single quarter, but also exceeded the net profit level for the whole year since listing. ② It said that emerging fields, mainly AI, are driving demand in the storage market to continue to improve, and storage industry prices have been on an upward channel since Q3 2023. ③ The brokerage firm pointed out that the profit margins of most companies are expected to be fully and effectively reversed in the first quarter.
Demingley (001309.SZ): Enterprise-level SSD team formation has now been completed
Gelonghui, April 10 | Demingli (001309.SZ) said on the investor interactive platform that the company has now completed the formation of an enterprise-level SSD team and is speeding up product development and testing and customer sample delivery. The company attaches great importance to development opportunities in the field of enterprise-level storage, and will accelerate business development by introducing talent teams, increasing investment in R&D, and improving product quality.
Demingley (001309): Strong performance increase in 24Q1, expansion of product line layout, steady growth
On April 9, the company disclosed its performance forecast for the first quarter of 2024. It is expected to achieve revenue of 800-850 million yuan in 24Q1, an increase of 164.92% to 181.48% over the previous year; achieve net profit attributable to mother1
Express News | Demingli: Net profit expected to increase 524.81%-616.17% in the first quarter of 2024
Guoxin Securities Semiconductor's April Investment Strategy: During the performance disclosure period, it is recommended to focus on storage chains, semiconductor equipment, etc.
Guoxin Securities released a research report saying that April is a period of intensive disclosure of annual reports and quarterly reports. The semiconductor industry suggests focusing on: 1) Storage chain: storage in semiconductor products has strong cyclical properties and high performance flexibility in the upward phase. It continues to recommend storage module targets such as Jiang Bolong (301308.SZ) and Demingli (001309.SZ). 2) Semiconductor equipment: Domestic replacement demand supports its orders and performance. At the same time, the valuation has been at 10.71% since 2019. We continue to recommend China Micro (688012.SH), Beifang Huachuang (002371.SZ), and Tuojing Technology (6
Demingley (001309.SZ): Some mobile storage products can be used in the fields of drones, cameras, surveillance equipment, etc.
Gelonghui, April 3 | Demingli (001309.SZ) said on the investor interactive platform that the company's memory chips have no business related to flying cars, and that some mobile storage products can be used in fields such as drones, cameras, and surveillance equipment.
Express News | Demingli: Shareholder Wei Hongzhang plans to reduce holdings by no more than 3%
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