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Express News | Longsys: Application for private placement of shares approved by Shenzhen Stock Exchange review
Express News | Storage chip stocks gained strength, with GigaDevice nearing its daily trading limit and hitting a new all-time high.
Oriental Securities: Memory prices continue to rise; remain positioned to capture high-certainty growth opportunities across the memory industry chain.
The bank believes that memory-related supporting chips are well positioned to benefit significantly from the overall growth and iterative upgrades in the memory sector.
A-share volatility | Seagate executives triggered supply and demand concerns, causing a decline in storage stocks; Demingli and Jiangbo Long fell by more than 7%.
Gelonghui, May 19 | Overnight, U.S. storage concept stocks collectively closed lower. Coupled with declines in Samsung Electronics and SK Hynix in South Korea's market this morning, A-share storage concept stocks were dragged down significantly. Among them, Zhongke Instrument fell more than 8%, while Kexiang Shares, Jingsheng Shares, Demingli, and Jiangbo Long dropped over 7%. Baiwei Storage, Wanrun Technology, and Shannon Core Creation fell more than 6%, and Shennan Circuit, Lansi Technology, Guanghe Technology, Hengkun New Materials, and Bojie Shares declined over 5%. In terms of news, Seagate Technology, one of the four major U.S. storage giants, closed down 6.87% last night, dragging the entire storage sector lower. Seagate CEO Dave
The electronic chemicals sector ranks among the top in terms of gains, with storage chip-related stocks remaining highly active.
① This week, the three major A-share indices showed mixed performance, with the ChiNext Index surging 3.50% on a weekly basis, reaching a new all-time high; ② The electronic chemicals sector led the gains, with Zhongchuan Special Gas rising 82.30% over the week; ③ Stocks related to memory chips remained highly active, driven by the rapid expansion of AI computing infrastructure, which may continue to push memory chip prices higher.
Jiangbo Long (301308.SZ): Has established deep and multi-faceted cooperative relationships with major global wafer manufacturers.
Gelonghui reported on May 15 that Jiangbo Long (301308.SZ) stated on the investor interaction platform that the company has established deep and multi-faceted cooperative relationships with major global wafer manufacturers, and Micron Technology is one of the company's storage wafer suppliers.