Well-known manufacturers are raising prices. Institutions are Bullish on the recovery of the storage Industry cycle.
① Recently, SanDisk, a globally renowned Memory Chip manufacturer, sent a price increase notice to its customers, stating that it will raise prices for its products starting April 1, with an overall increase of more than 10%. ② A Research Report from CITIC SEC pointed out that as the impact of original manufacturers' production control becomes evident and industry inventory gradually gets digested, the demand driven by AI is expected to increase, and mainstream NAND Flash prices are likely to rise in the second quarter of 2025.
tech semiconductors received institutional buying for two consecutive days with intense speculation from first-tier private equity investors at tianfeng securities.
①Tech semiconductors, whose stock price hit a historical high, received institutional buy orders of 0.292 billion today, compared to 0.132 billion buy orders from institutions yesterday. ②Tianfeng Securities received a total buy order of 0.379 billion from two first-tier institutional investors, while facing a sell order of 0.259 billion from one first-tier institutional investor. In addition, the stock received a buy order of 0.296 billion from one institution while facing a sell order of 0.236 billion from another institution.
Shenzhen Easttop Supply Chain Management's performance report: steady growth in supply chain service revenue, with a net profit increase of about 20% year-on-year in 2021.
Shenzhen Easttop Supply Chain Management (002889) released its 2021 annual performance report. During the reporting period, the company achieved a total operating income of 2.817 billion yuan, a year-on-year increase of 4.41%, and a net income attributable to the parent company of 0.236 billion yuan, an increase of 20.05% compared to the same period last year. The company's efforts in digital and intelligent supply chain further improved overall operational efficiency and reduced supply chain operating costs. Market and customer expansion, steady growth in supply chain service revenue, and a steady increase in gross margin were achieved. At the same time, through process redesign, operational organizational change further reduced costs and increased efficiency, and improved profit capability.
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