688525 Biwin Storage Technology
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Biwin Storage Technology News
Baiwei Storage (688525.SH) grants 2.65 million restricted shares
Baiwei Storage (688525.SH) announcement, the company “Shenzhen Baiwei Storage Technology Co., Ltd. 2024 Term...
Baiwei Storage (688525.SH): eMMC5.1, UFS2.2/UFS3.1, eMCP, uMCP, and LPDDR4X/5X in the company's embedded storage products can be applied to smartphones
On May 7, GLONGHUI Storage (688525.SH) said at the company's 2023 and 2024 first quarter results meetings that thanks to the company's continuous technical investment and industrial accumulation in the mobile phone field, it has now gradually been recognized by first-tier customers, and the products have entered well-known customers such as OPPO, Audio Holdings, Motorola, HMD, ZTE, and TCL. eMMC5.1, UFS2.2/UFS3.1, eMCP, uMCP, and LPDDR4X/5X in the company's embedded storage products can be applied to smartphones.
Baiwei Storage (688525.SH): After the first phase of the company's wafer-level advanced sealing and testing project is completed, the monthly production capacity is 20,000 12-inch wafers
On May 7, Ge Longhui Storage (688525.SH) said at the 2023 and 2024 first quarter results meetings that the company's wafer-level advanced sealing and testing project is a key industrial project in the Greater Bay Area and aims to build the world's leading benchmark enterprise for advanced semiconductor sealing and testing. The project focuses on high-end packaging requirements in the fields of high-performance computing, advanced smart terminals, and the Internet of Things, and covers advanced wafer-level packaging technologies such as WLCSP, 2.5D/3D, and HBM. Currently, the project has entered the implementation stage, and work such as equipment procurement and plant construction preparations are underway. Post-natal care in the first phase of the project
Baiwei Storage (688525.SH): The company has relatively high profits and is relatively stable in the niche storage market (smart wearables and industrial vehicle regulations)
On May 7, Ge Longhui Storage (688525.SH) said at the company's 2023 and 2024 first quarter results meetings that the overall storage market is huge, and domestic semiconductor memory manufacturers have good development opportunities. Therefore, the core factor currently driving the company's profit is the rapid increase in the scale of revenue. On the other hand, the company's profits in the niche storage market (smart wearables and industrial vehicle regulations) are relatively high and stable. The increase in market share in these markets and the growth of market space are also key factors in improving the company's profit level. Finally, the company's layout in terms of main control and advanced sealing and testing can
Baiwei Storage (688525.SH): It has established close partnerships with major AI mobile phone manufacturers such as OPPO and Voice, and major AIPC manufacturers such as HP, Lenovo, and Acer
On May 7, GLONGHUI Storage (688525.SH) said at the company's 2023 and 2024 first quarter results meetings that the company has established close cooperative relationships with major AI phone manufacturers such as OPPO and Voice and major AIPC manufacturers such as HP, Lenovo, and Acer, and new products are continuously being introduced. The company has launched embedded storage products such as UFS3.1, LPDDR5/5X, and uMCP for AI phones; has launched high-performance storage products such as DDR5 and PCIe 4.0 for AIPC; and has launched enterprise-grade SATA for AI servers
Baiwei Storage (688525.SH): Memory prices continued to grow in the first quarter of this year, and are expected to continue to rise in the second quarter
Gelonghui, May 7 | Baiwei Storage (688525.SH) said at the company's 2023 and 2024 first quarter results meetings that in 2024, along with the recovery in terminal demand, the strategy of reducing upstream production and price increases, end customer inventories continue to improve, and gradually towards a recovery in the balance between supply and demand. Memory prices will continue to grow in the first quarter of this year, and are expected to continue to rise in the second quarter. The industry trend in the second half of the year remains to be seen. In the first quarter of 2024, the company adopted a relatively neutral preparation strategy, purchasing on demand. The inventory amount at the end of the first quarter was basically the same as at the end of 2023. It is expected that the second quarter will continue to maintain on-demand procurement
Selected Gelonghui Announcements | Beifang Huachuang: 2023 revenue of 22.089 billion yuan reached a record high, net profit of 3,899 billion yuan increased 65.73% year over year; Cyrus: Revenue of 26.561 billion yuan for the first quarter increased 421.76
[Performance Data] Zhonglian Heavy Industries (000157.SZ)'s net profit for the first quarter was 916 million yuan, up 13.06% year on year, China Union Heavy Industries (000157.SZ) released its report for the first quarter of 2024. Operating income during the reporting period was 11.773 billion yuan, up 12.93% year on year; net profit attributable to shareholders of listed companies was 916 million yuan, up 13.06% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 777 million yuan, up 19.45% year on year, with basic earnings per share of 0.11 yuan. Wave Information (000977.SZ)
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
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
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.
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.
Zhongtai Securities: The core of AI hardware is computing power and memory. The HBM market is experiencing explosive growth
The core of AI hardware is computing power and memory. HBM has significant advantages in high bandwidth and low power consumption, which is the key to the performance of computing power.
Zhongtai Securities: Three original manufacturers have started an arms race, and targets related to the domestic HBM industry chain are expected to benefit
Zhongtai Securities pointed out that the supply of HBM is currently in short supply, and the three major original manufacturers have begun an arms race. On the one hand, the three original manufacturers have expanded production to meet market demand and seize share. Hynix and Samsung have both increased HBM production capacity by 2 times + in 24 years.
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.
Baiwei Storage (688525.SH): A wafer-level advanced packaging and testing manufacturing project proposed with additional capital can build a packaging technology foundation that HBM can implement
Gelonghui, March 19 | Baiwei Storage (688525.SH) said on the interactive platform that the company plans to raise additional capital to build a wafer-level advanced packaging and testing manufacturing project that can build a packaging technology foundation for HBM. Please pay attention to the relevant announcements disclosed by the company for the subsequent progress of the project.
Baiwei Storage (688525.SH): Q1 revenue and gross margin are expected to increase further month-on-month
Gelonghui, March 19 | Baiwei Storage (688525.SH) said on the interactive platform that please pay attention to the relevant announcements for subsequent disclosures regarding the inventory situation in the first quarter. In the first quarter of 2024, the company had sufficient orders and continued development of major customers. It is expected that Q1 revenue and gross margin will increase further month-on-month, and the business situation will continue to improve.
Baiwei Storage (688525.SH) awarded 12.35 million restricted shares to 10 incentive recipients
Baiwei Storage (688525.SH) issued an announcement, and the company reviewed and approved the “On Adjusting Restricted Stocks 2024...
Baiwei Storage (688525.SH): The current inventory situation is relatively healthy
Gelonghui, March 13 | Baiwei Storage (688525.SH) recently said during a survey by institutional investors that overall, the company's current inventory situation is relatively healthy. For details, please pay attention to the regular reports disclosed by the company.
Baiwei Storage (688525.SH): Actively develops automotive-grade storage products such as eMMC and in-vehicle memory cards
Gelonghui, March 13 | Baiwei Storage (688525.SH) recently said during a survey receiving institutional investors that the company is actively developing vehicle-grade storage products such as eMMC, UFS, LPDDR, automotive SSD, and in-vehicle memory cards. The company's products are mainly used in smart cockpits, vehicle monitoring, etc., and has now conducted sample delivery tests on leading domestic car companies and Tier 1 manufacturers.
Baiwei Storage (688525.SH): The company has mastered advanced packaging processes such as 16-layer die
Gelonghui, March 13, 丨 Baiwei Storage (688525.SH) recently said during a survey receiving institutional investors that the company has mastered advanced packaging processes such as 16 layered dies, 30-40 μm ultra-thin DIE, and multi-chip heterogeneous integration to support large-scale mass production of NAND Flash chips, DRAM chips, and SIP package chips.
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