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688766,一则公告20cm涨停!

Core Viewpoint - The stock price of Puran Co., Ltd. surged significantly following the announcement of its intention to acquire control of Zhuhai Noah Changtian Storage Technology Co., Ltd., aiming to enhance its competitiveness in the memory chip sector and expand its product line [1][2]. Company Summary - Puran Co., Ltd. is a chip design company, with its storage series chips being the core business, generating revenue of 673 million yuan in the first half of the year, accounting for 74.23% of total revenue, although this represented a year-on-year decline of 6.98% [3]. - The company reported total revenue of 907 million yuan, a year-on-year increase of 1.2%, but net profit attributable to shareholders fell by 70% to 40.73 million yuan, with a significant drop in non-recurring net profit by 82.4% to 26.65 million yuan [3]. - The company primarily operates in the NOR Flash and EEPROM markets, which are relatively smaller segments within the broader memory chip market dominated by DRAM and NAND Flash [3]. Industry Summary - The acquisition of SHM, which specializes in high-performance 2D NAND and derivative memory products, is seen as a strategic move to enter the NAND Flash segment and diversify the product offerings [4]. - The demand for high-performance storage chips is expected to grow significantly due to the rise of AI applications, with AI servers requiring DRAM and NAND at rates significantly higher than traditional servers [4]. - The 2D NAND technology, while less advanced than the mainstream 3D NAND, offers lower manufacturing costs and could allow Puran to capture market share in traditional sectors as larger companies shift focus to higher-margin products [5].