晶存科技递表港交所 为嵌入式存储产品独立厂商
Zhi Tong Cai Jing·2025-09-29 13:20

Core Viewpoint - Jingcun Technology is a leading independent manufacturer of embedded storage products, focusing on the research, design, production, and sales of embedded storage and other storage products [2] Company Overview - Jingcun Technology specializes in embedded storage products, including DRAM-based products (DDR, LPDDR), NAND Flash-based products (eMMC, UFS), and multi-chip packaging (MCP) embedded storage products (eMCP, uMCP, ePOP) [2] - The company also offers solid-state drives and memory modules, along with testing and storage technology services for certain clients [2] - The core technology team has approximately 20 years of experience in the embedded storage field, developing widely recognized brands such as RAYSON and ARTEM [2] Market Landscape - The global semiconductor storage product market is large and rapidly growing, with an expected shipment volume of 13.8 billion units in 2024 [3] - The market is projected to grow to 19.4 billion units by 2029, driven by new storage demands from AI technology breakthroughs and product upgrades, resulting in a compound annual growth rate (CAGR) of 7.1% from 2024 to 2029 [3] Financial Performance - Revenue for the fiscal years 2022, 2023, and projected for 2024 and the first half of 2025 is approximately RMB 2.10 billion, RMB 2.40 billion, RMB 3.71 billion, and RMB 2.06 billion respectively [3][4] - Profit for the same periods is approximately RMB 44.42 million, RMB 37.01 million, RMB 88.89 million, and RMB 11.48 million respectively [3][4] - The company operates two smart manufacturing centers located in Shenzhen and Zhongshan, focusing on testing DRAM and NAND Flash products respectively [3]