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长江存储母公司长存集团完成股改 下一步剑指何方?
Xi Niu Cai Jing·2025-09-28 03:55

Core Insights - Changjiang Storage Technology Co., Ltd. (Chang Storage Group) has officially established its joint-stock company and elected its first board of directors, marking a significant step in its shareholding reform and governance structure upgrade [1][2] Group 1: Company Overview - Chang Storage Group is a key player in the domestic semiconductor industry, headquartered in Wuhan, Hubei, and has developed a diversified and collaborative industrial ecosystem [2] - The company covers core sectors including manufacturing, foundry, packaging and testing, industrial investment, park operation, and innovation incubation, forming a complete value chain from product R&D to production and investment [2] Group 2: Market Position and Future Prospects - Chang Storage's wholly-owned subsidiary, Changjiang Storage, is the only 3D NAND manufacturer in China and has secured over 10 billion in financing from a diverse range of stakeholders, including state-owned, private, industrial, and financial capital [2] - The current global AI computing boom is driving up demand for storage chips, and the recent share reform is expected to inject new momentum into the company's technological breakthroughs, capacity expansion, and domestic substitution process, positioning it to seize growth opportunities in the global storage chip market [2]