Dongwu Securities pointed out that as Changxin and Changcun continue to expand production, and the value of superimposed high-end DRAM and HBM test equipment has increased significantly, Dongwu Securities recently estimates that the domestic storage testing machine market space is expected to increase from 4.8 billion yuan in 2026 to 15.5 billion yuan in 2027, an increase of about 223% over the previous year; in 2025, the localization rate of domestic storage testing machines is only about 8% to 10%, and overseas leaders are expected to quickly replace them after technological breakthroughs.

Dongwu Securities pointed out that as Changxin and Changcun continue to expand production, and the value of superimposed high-end DRAM and HBM test equipment has increased significantly, Dongwu Securities recently estimates that the domestic storage testing machine market space is expected to increase from 4.8 billion yuan in 2026 to 15.5 billion yuan in 2027, an increase of about 223% over the previous year; in 2025, the localization rate of domestic storage testing machines is only about 8% to 10%, and overseas leaders are expected to quickly replace them after technological breakthroughs.