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A-Share Market Movement | Demingli Q2 Net Profit Declines Sequentially, Dragging Down Entire Memory Storage Sector
GLONDSH July 15 | A-share memory-related stocks experienced a broad decline today. As of market close, Biwin Storage fell 15%, Youyan Silicon dropped more than 14%, Zhenbao Technology and Geehy Semiconductor declined over 12%, while Shanghai Sinyang, Yintang Intelligent Control, Puya Semiconductor, and HU Silicon Industry all fell more than 10%. Zhongjing Electronics, Hua Tian Technology, Demingli, Hongban Technology, Bojay Electronics, Lingxian Shares, Shenzhen Kaifa Technology, and JCET Group hit the 10% daily trading limit down. Last evening, Demingli released its interim earnings forecast, stating that the company expects first-half 2026 revenue to reach RMB 16–18 billion, representing an increase of 289.39%–338.06% year-over-year; the company also projected first-half
Express News | Sci-Tech Innovation Board Market Recap: Semiconductor and CPO sectors rebound strongly; commercial aerospace-related stocks plunge collectively.
AI Computing Power Enters the 'Second Half': High-Quality General-Purpose Computing Capacity Remains Scarce—Why Shanghai Can 'Grow' These Companies
① Recently, topics such as 'Is computing power oversupplied?' and 'How will computing power evolve in the future?' have become subjects of heated discussion; ② Reporters accompanying the 'Vibrant China Research Tour' conducted on-site visits to companies including Muxi Corporation, Lightelligence, and Zhangjiang Hi-Tech's 895 Incubator, learning that high-quality, general-purpose computing power is 'far from being oversupplied'; ③ While the market actively debates the next phase of development for the computing power industry, an innovative industrial chain centered around GPUs, silicon photonics, and related technologies is gradually taking shape.
Express News | Storage chip stocks rebounded amid volatility, with Puyan Co., Ltd. rising over 10%.
Express News | Storage chip stocks surged and then pulled back, with Puyan Co., Ltd. falling more than 10%.
Express News | Storage chip stocks opened significantly higher, with Longsys rising over 10%.