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Channel SSD storage prices have risen for two consecutive weeks, and domestic enterprise-level SSDs are expected to welcome an increase in demand opportunities.
At the beginning of March, benefiting from the shortage of Low Stock Price resources and continuous price increases, the rising costs have driven some channels' SSD finished product prices to increase for two consecutive weeks. Guosen stated that AI has opened up the incremental market for SSDs, and domestic production has opened a verification window, providing incremental opportunities for domestic enterprise-level SSDs.
Shenzhen Yitoa Intelligent Control (300131.SZ): The company's orders for automotive display chips are stable.
On March 5, Gelonghui reported that Shenzhen Yitoa Intelligent Control (300131.SZ) stated on the investor interaction platform that the order situation for the automotive display chip Business is stable, and with the advancement of new projects, the order volume is expected to grow steadily. The MEMS micro-mirror project is about to enter the mass production stage for some specifications.
Shenzhen Yitoa Intelligent Control (300131.SZ): The company's MEMS micro-mirrors have been sent as samples to multiple clients.
Glonghui reported on March 5 that Shenzhen Yitoa Intelligent Control (300131.SZ) stated on the investor interaction platform that the company's MEMS micro-mirrors have been sent to multiple clients, covering many fields including industry, Lidar manufacturers, automotive companies, and Medical. Currently, the main equipment for the MEMS micro-mirror project has been installed in the factory and is in the debugging phase. Once debugging is completed, mass production of certain specifications of products will be achieved first in the industrial sector.
With EPS Growth And More, Shenzhen Yitoa Intelligent ControlLtd (SZSE:300131) Makes An Interesting Case
Shenzhen Yitoa Intelligent Control (300131.SZ): "The MEMS micro mirror development and industrialization project of Shenzhen Yitoa Intelligent Control Co., Ltd. is planned to be postponed until September 2026."
On February 25, Gelonghui reported that Shenzhen Yitoa Intelligent Control (300131.SZ) announced that it held the seventh meeting of the sixth Board of Directors and the fifth meeting of the sixth Supervisory Board on February 24, 2025. They reviewed and approved the proposal regarding the extension of the fundraising investment project deadline, agreeing to extend the deadline for the fundraising investment project "Research and Development and Industrialization Project of MEMS Micromirrors of Shenzhen Yitoa Intelligent Control Co., Ltd." to reach the predetermined usable status until September 2026, based on the actual progress of the project during its implementation. This extension of the fundraising investment project is within the approval authority of the Board of Directors.
Shenzhen Yitoa Intelligent Control (300131.SZ): Has not yet supplied MEMS micro-vibration mirrors to BYD.
Gelonghui, February 14丨Shenzhen Yitoa Intelligent Control (300131.SZ) stated on the investor interaction platform that BYD is a long-time customer in the company’s distribution Sector, and the company has not yet supplied MEMS micro-mirrors to them.