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China Post Securities released a research report on April 19 stating that it gave Baiwei Storage (688525.SH) a purchase rating. The main reasons for the rating include: 1) Continued recovery in the storage industry drives high performance growth; 2) Conti
China Post Securities released a research report on April 19 stating that it gave Baiwei Storage (688525.SH) a purchase rating. The main reasons for the rating include: 1) Continued recovery in the storage industry drives high performance growth; 2) Continued increase in R&D to strengthen core competitiveness. (Mainichi Keizai Shimbun)
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
Baiwei Storage (688525): Storage recovery accelerates growth
Incident: On April 17, the company disclosed a voluntary disclosure announcement showing the results forecast for the first quarter of 2024. It is estimated that 24Q1 will achieve revenue of 1.7 to 18 billion yuan, an increase of 299.54%-323.04% over the previous year; it has returned
Biwin Storage Technology Forecasts Return to Profit in 2023; Shares Surge 20%
Biwin Storage Technology (SHA:688525) forecasts it will return to an attributable profit of between 150 million yuan to 180 million yuan in the first quarter from a loss of 126 million yuan in the yea
Consumer electronics concepts continued to be active. Liding Optoelectronics and TD Optics both rose and stopped, Baiwei Storage surged 18%, Tiandeyu surged 15%, Jiebang Technology rose more than 13%, Haichang New Materials rose more than 12%, and Yingli
Consumer electronics concepts continued to be active. Liding Optoelectronics and TD Optics both rose and stopped, Baiwei Storage surged 18%, Tiandeyu surged 15%, Jiebang Technology rose more than 13%, Haichang New Materials rose more than 12%, and Yingli shares rose more than 11%.
The memory chip concept market was active at the beginning, and Baiwei Storage rose more than 12%
The memory chip concept market was active at the beginning. Biwei storage rose more than 12%, followed by technology, Lanco Technology, Jiang Bolong, Wanrun Technology, and Demingli.
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