Express News | Baiwei Storage: Net profit from mother in the first quarter was 168 million yuan, an increase of 232.97% over the previous year
Express News | Seven listed memory chip companies revealed first-quarter results, Lanqi Technology's net profit increased more than tenfold year-on-year
The A-share memory chip concept boosted Guoxin Technology by more than 10%
Gelonghui, April 25 | Guoxin Technology rose more than 10%, followed by Baiwei Storage, Jiang Feng Electronics, Shannon Xinchuang, Tongfu Microelectronics, and Jiang Bolong.
The semiconductor sector fluctuated higher. Guoxin Technology rose more than 12%, while Jiang Feng Electronics, Xinjie Energy, Saiwei Microelectronics, Baiwei Storage, and Huahai Chengke had the highest gains.
The semiconductor sector fluctuated higher. Guoxin Technology rose more than 12%, while Jiang Feng Electronics, Xinjie Energy, Saiwei Microelectronics, Baiwei Storage, and Huahai Chengke had the highest gains.
The dragon won six consecutive boards! The A-share quarterly report market is in full swing, and the net profit of 15 companies increased by more than 300% year-on-year
① The net profit for the first quarter was up 4.55 times higher than the previous year, and Andaville, which had a maximum advance increase of 8.37 times over the previous year, closed for two consecutive 20CM gains and stops on Friday. ② Take stock of the list of listed companies whose net profit for the first quarter of 2024 is expected to increase by more than 300% year on year and the latest reviews in brokerage research reports (attached table). Among them, Ganneng Co., Ltd. temporarily led the way with the highest performance growth rate of nearly 38 times.
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.
Express News | Eleven companies disclosed their performance forecasts for the first quarter of 2024. Zhongwei Co., Ltd. is expected to rank first in net profit of 360 million yuan
BIWIN Storage Technology Co., Ltd. (SHSE:688525) Might Not Be As Mispriced As It Looks After Plunging 28%
BIWIN Storage Technology Co., Ltd. (SHSE:688525) shareholders won't be pleased to see that the share price has had a very rough month, dropping 28% and undoing the prior period's positive performance.
This storage company drastically reversed losses, but its peers have already “pre-replaced and dropped to a standstill”
① The company expects revenue to increase by 299.54% to 323.04% year-on-year in the first quarter, and net profit to increase by 219.03% to 242.84%, all of which hit record highs for a single quarter. ② Another storage concept stock predicted a 524.81% increase in Q1 net profit to 616.17% last week, falling directly to a halt the next day. ③ Whether the price increase in the storage industry can continue, we need to put a question mark.
Express News | Baiwei Storage: Expected net profit of 150 million yuan to 180 million yuan for the first quarter of 2024
The A-share memory chip sector continued to decline, and Demingli fell more than 9%
Glonghui, April 10 | Demingli fell more than 9%, Baiwei Storage fell more than 7%, and Jiang Bolong, Zhaoyi Innovation, Tongyou Technology, and Shannon Xinchuang all declined.
The memory chip sector collectively declined. Baiwei Storage fell by more than 6%. Hengshuo Co., Ltd., Jiang Bolong, and Tongyou Technology all experienced sharp declines for 2 consecutive days.
The memory chip sector collectively declined. Baiwei Storage fell by more than 6%. Hengshuo Co., Ltd., Jiang Bolong, and Tongyou Technology all experienced sharp declines for 2 consecutive days.
The storage industry is expected to continue to rise in the second quarter. Listed companies seize opportunities to expand the market
Glonghui, April 8 | The storage industry is expected to continue its upward trend in the second quarter of 2024. According to TrendForce Jibang Consulting, NandFlash (flash memory) contract prices will rise strongly by about 13% to 18% in the second quarter, and DRAM (dynamic random access memory) prices will increase by about 3% to 8%. Some enterprises in the industrial chain were the first to feel the warmth of the market. Recently, the listed company Baiwei Storage said that the industry is currently experiencing a boom recovery, and there are clear signs of recovery in mobile phone customer demand. GigaYi Innovation said on the investor interactive platform that mainstream storage prices will continue in 2024
Dongwu Securities: How do you view the storage sector in April? Focus on the two main lines of “price increase performance flexibility” and “localization”
In April, the two main lines of “price increase flexibility” and “localization” in the storage sector were clarified.
Baiwei Storage (688525.SH): Technology research and development of PCM phase change memory has not yet been involved
Gelonghui March 21丨Baiwei Storage (688525.SH) said on an interactive platform that the company has not yet involved PCM phase change memory technology research and development, but we will continue to pay attention to this technology.
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