Bank of China Securities released a research report on April 26 stating that it gave Lanqi Technology (688008.SH) a purchase rating. The main reasons for the rating include: 1) The company released its 2023 report and 2024 quarterly report, which was comp
Bank of China Securities released a research report on April 26 stating that it gave Lanqi Technology (688008.SH) a purchase rating. The main reasons for the rating include: 1) The company released its 2023 report and 2024 quarterly report, which was compounded by factors such as terminal storage, and 24Q1's performance improved significantly; 2) the company's 23 annual results were pressured, and 24Q1 performance improved significantly; 3) the server+AI chip boom picked up, DDR5 continued to penetrate, and the company continued to consolidate its market position; 4) Connected products are expected to blossom more, and platform-based design companies open up room for growth. (Mainichi Keizai Shimbun)
Deep*Company* Lanqi Technology (688008): D5 interface chip shipments continue to rise, pioneering new connected products
The company released its 2023 annual report and 2024 quarterly report, which was pressured by factors such as terminal storage and other factors compounded the company's 23 annual results. 24Q1 The company's performance improved significantly from month to month. In the AI era, the company's products deeply meet the requirements of high computing power.
Lanqi Technology (688008): There are enough orders for new products such as PCIE RETIMER
1Q24 profit increased month-on-month, with sufficient orders for new products such as PCIe Retimer, 1Q24 achieved revenue of 737 million yuan (yoy: +75.74%, qoq: -3.06%), returning to the mother
Minsheng Securities released a research report on April 26 stating that it gave Lanqi Technology (688008.SH) a recommended rating. The main reasons for the rating include: 1) rapid growth in performance, recovery in demand for memory interface chips & lar
Minsheng Securities released a research report on April 26 stating that it gave Lanqi Technology (688008.SH) a recommended rating. The main reasons for the rating include: 1) rapid growth in performance, recovery in demand for memory interface chips & large-scale shipment of new products; 2) accelerated penetration of DDR5 and continuous iteration of interface chips; 3) PCIeretimer and MRCD/MDB have made substantial progress and will continue to be released during the year. (Mainichi Keizai Shimbun)
Express News | Seven listed memory chip companies revealed first-quarter results, Lanqi Technology's net profit increased more than tenfold year-on-year
Express News | Lanqi Technology: Net profit for the first quarter was 223.4 million yuan, estimated at 266 million yuan.
Lanqi Technology (688008): 24Q1 performance exceeded expectations and released a variety of high-performance capacity chips
Core view: The company released its 2024 quarterly report, with operating income of 737 million yuan, YoY +75.74%; net profit attributable to mother of 223 million yuan, YoY +1032.86%; net profit without return to mother 2.20
Guoxin Securities released a research report on April 23 stating that it gave Lanqi Technology (688008.SH) a purchase rating. The main reasons for the rating include: 1) the memory module was iteratively upgraded from DDR4 to DDR5, and the company's DDR5
Guoxin Securities released a research report on April 23 stating that it gave Lanqi Technology (688008.SH) a purchase rating. The main reasons for the rating include: 1) the memory module was iteratively upgraded from DDR4 to DDR5, and the company's DDR5 memory interface chip started sub-iteration; 2) the company is one of the main suppliers of supporting chips for DDR5 memory modules; 3) launching a variety of high-performance “capacity” chips to seize AI opportunities. (Mainichi Keizai Shimbun)
Lanqi Technology (688008): First-quarter revenue increased 76% year-on-year, large-scale shipments of some new products
Revenue increased quarterly in 2023, and 1Q24 revenue increased 76% year over year. Due to the decline in global demand for servers and computers and the removal of related chips from inventory, the company achieved revenue of 2,286 billion yuan in 2023 (YoY -37
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
Huatai Securities Electronics Industry Q1 Preview: Focus on semiconductor design and panel profit recovery
According to a research report released by Huatai Securities, according to forecasts, the 1Q24 electronics sector's revenue is expected to be +10.3% year over month, -20.5% month on month; net profit to mother will be +38.3% year over year, or -44.1% month on month.
Research Report Nuggets丨Changjiang Securities: Lanqi Technology's performance improved significantly from quarter to quarter, maintaining a “buy” rating
Gelonghui, April 15 | Changjiang Securities Research Report pointed out that thanks to the continuous increase in DDR5 penetration rate, Lanqi Technology (688008.SH) DDR5 memory interfaces and supporting chips ushered in a sharp rise in volume and price, and performance improved markedly from quarter to quarter. As a leading international data processing and interconnect chip design company, the company's product strength builds the company's core competitiveness. Demand is picking up+DDR5 is rapidly penetrating, and the company's memory interfaces and supporting chips are expected to continue to increase; at the same time, with the continuous promotion of the company's CXL, PCIe, and Jinjue server products on clients, the company is expected to usher in continued growth in performance. Maintain “buy-in”
Lanqi Technology (688008): DDR5 penetration rate continues to increase, company performance improves quarter by quarter
Description of the incident On April 9, 2024, Lanqi Technology announced the “2023 Annual Report”. In 2023, the company achieved operating income of 2,286 million yuan, or -37.76% year-on-year; net profit to mother of 451 million yuan
Lanqi Technology (688008) Tracking Report 11:24Q1 performance increased significantly, leading global data processing and connected chips benefiting from the AI wave
Incident: The company released its 2023 annual report. In 2023, the company achieved operating income of 2,286 million yuan, a year-on-year decrease of 37.76%; realized net profit to mother of 451 million yuan, a year-on-year decrease of 65.30%. Company release
Pacific released a research report on April 14 stating that it gave Lan Qi Technology (688008.SH) a purchase rating. The main reasons for the rating include: 1) establishing an upward trend at an inflection point, repairing demand for memory interface chi
Pacific released a research report on April 14 stating that it gave Lan Qi Technology (688008.SH) a purchase rating. The main reasons for the rating include: 1) establishing an upward trend at an inflection point, repairing demand for memory interface chips, and accelerating DDR5 penetration; 2) optimizing the product structure to drive the company's gross margin to increase and improve profitability; 3) launching new high-speed Internet products one after another to build a new growth curve for the company. (Mainichi Keizai Shimbun)
Montage Technology Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
As you might know, Montage Technology Co., Ltd. (SHSE:688008) last week released its latest full-year, and things did not turn out so great for shareholders. Montage Technology missed analyst for
Lanqi Technology (688008): 1Q24 performance increased year-on-year, and large-scale shipments of new products began
The company released its earnings forecast for the first quarter of '24. In 24Q1, the company expects to achieve operating income of 737 million yuan, an increase of about 76% over the previous year; it is expected to achieve net profit of 210 to 240 million yuan, an increase of about 10-1 over the previous year
China Galaxy released a research report on April 12 stating that it gave Lanqi Technology (688008.SH) a recommended rating. The main reasons for the rating include: 1) annual performance was under slight pressure, and single-quarter results continued to i
China Galaxy released a research report on April 12 stating that it gave Lanqi Technology (688008.SH) a recommended rating. The main reasons for the rating include: 1) annual performance was under slight pressure, and single-quarter results continued to improve month-on-month; 2) interconnect chips reached a record high, barriers to continued investment in R&D; 3) leading the industry position and focus on the company's new product launch pace. (Mainichi Keizai Shimbun)
Express News | Yesterday, 3 individual stocks received financing capital with a net purchase of over 100 million yuan, and Cyrus's net purchase of 132 million yuan
Guoyuan Securities released a research report on April 11 stating that it gave Lanqi Technology (688008.SH) a purchase rating. The main reasons for the rating include: 1) customers entering the inventory replenishment cycle to drive the growth of the comp
Guoyuan Securities released a research report on April 11 stating that it gave Lanqi Technology (688008.SH) a purchase rating. The main reasons for the rating include: 1) customers entering the inventory replenishment cycle to drive the growth of the company's main DRAM interface chips; 2) In terms of AI chips, the company's PCIeTimer began to achieve a large-scale shipping trend in the first quarter. (Mainichi Keizai Shimbun)
No Data