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Jiang Bolong (301308): Strong 1Q performance, optimistic about the 24-year cycle upward
Strong 1Q24 performance, optimistic about fully benefiting from the upward storage cycle Jiang Bolong released 2023 and 1Q24 results: 23 billion yuan in revenue of 10.13 billion yuan (yoy +22%), net profit to mother -8.3
Shenzhen Longsys Electronics Swings to Loss in 2023; Shares Fall 4%
Shenzhen Longsys Electronics (SHE:301308) swung to a loss of 827.8 million yuan in 2023, or 2.01 yuan per share, in 2023, from a profit of 72.8 million yuan, or 0.19 yuan per share, in 2022, accordin
Jiang Bolong (301308.SZ) achieved revenue of 10.125 billion yuan in 2023, a year-on-year increase of 21.55%
Gelonghui, April 21丨Jiang Bolong (301308.SZ) announced that in 2023, the company achieved operating income of 10.125 billion yuan, an increase of 21.55%; realized net profit attributable to shareholders of listed companies - 828 million yuan, a year-on-year decrease of 1,237.15%; and realized net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss - 882 million yuan, a year-on-year decrease of 2,430.87%. Among them, the company's expenses increased year-on-year during the period, mainly due to an increase in R&D investment, and two additional expenses totaling 265 million yuan (employee equity incentive plan share payment expenses
Express News | Jiang Bolong: Net profit of 384 million yuan in the first quarter of 2024 reversed losses year-on-year
Jiang Bolong (301308.SZ): As of April 10, 2024, the total number of shareholders of the company was 26,889
Gelonghui, April 18, 丨 Jiang Bolong (301308.SZ) said on the investor interactive platform that as of April 10, 2024, the total number of shareholders of the company was 26,889 (including credit accounts).
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
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