On October 19, the A-share memory sector split. The stock price of Changxin Technology, a leading domestic DRAM company, closed down 7.77%, the second biggest drop in a single day since listing, while the stock prices of leading industry segments such as Dapuwei, Demingli, and Baiwei Storage rebounded, reversing the previous general decline. At the same time, several listed companies in the industry announced repurchase plans. Industry insiders told the Securities Times reporter that current capital places more stringent requirements on storage leaders' premiums, and the sector pricing logic is shifting from anticipating general price increases to performance verification.

Zhitongcaijing · 2d ago
On October 19, the A-share memory sector split. The stock price of Changxin Technology, a leading domestic DRAM company, closed down 7.77%, the second biggest drop in a single day since listing, while the stock prices of leading industry segments such as Dapuwei, Demingli, and Baiwei Storage rebounded, reversing the previous general decline. At the same time, several listed companies in the industry announced repurchase plans. Industry insiders told the Securities Times reporter that current capital places more stringent requirements on storage leaders' premiums, and the sector pricing logic is shifting from anticipating general price increases to performance verification.