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According to the CITIC Securities Research Report, the listing of Changxin Storage, the largest domestic DRAM storage company, has been accepted. The prospectus revealed that the company's profit for the fourth quarter of 2025 exceeded expectations, while Changxin's technology accelerated iteration to catch up with the advanced global level. CITIC Securities believes that in the future, Changxin's listing is expected to continue to drive production expansion, and the equipment localization rate is expected to gradually increase. The suggestion is to focus on Changxin-related chip companies, supporting equipment, logic foundry, sealing and testing.

Zhitongcaijing·12/31/2025 00:25:03
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According to the CITIC Securities Research Report, the listing of Changxin Storage, the largest domestic DRAM storage company, has been accepted. The prospectus revealed that the company's profit for the fourth quarter of 2025 exceeded expectations, while Changxin's technology accelerated iteration to catch up with the advanced global level. CITIC Securities believes that in the future, Changxin's listing is expected to continue to drive production expansion, and the equipment localization rate is expected to gradually increase. The suggestion is to focus on Changxin-related chip companies, supporting equipment, logic foundry, sealing and testing.