DAWEI(SZ:002213) Xin Lang Cai Jing·2025-10-21 02:09Core Viewpoint - Dawi Co., Ltd. (SZ002213) experienced a limit-up on October 21, 2025, reaching a price of 21.84 yuan, with a 10.03% increase, resulting in a total market capitalization of 5.183 billion yuan and a circulating market capitalization of 4.512 billion yuan, with a total transaction amount of 409 million yuan at the time of reporting [1]. Group 1 - The primary reason for the limit-up is attributed to significant growth in the semiconductor storage business, which generated revenue of 607 million yuan, a year-on-year increase of 40.77%, accounting for 92.16% of total revenue [2]. - The company has made breakthroughs in product certification, with LPDDR4X entering the operator system and LPDDR5 certification in progress, while also onboarding key industry clients such as ChaoYue Technology and Sichuan Jiuzhou, which supports the stock price increase [2]. - Dawi Co., Ltd. recently established Shanghai Dawi Agile Technology Co., Ltd. to focus on developing high-performance storage chip products and solutions, enhancing technical cooperation with local and global enterprises, and leveraging Shanghai's integrated circuit policies to accelerate technology research and development [2]. Group 2 - The semiconductor storage sector has been active recently, attracting significant capital attention, with multiple stocks in this sector experiencing varying degrees of increase on October 21, 2025, contributing to the limit-up of Dawi Co., Ltd. through a sector-wide effect [2]. - Technically, the stock price's strong limit-up on that day broke through short-term moving average resistance levels, indicating strong upward momentum [2].