Core Viewpoint - Demingli plans to raise up to 3.2 billion yuan through a private placement to fund SSD and DRAM expansion projects, as well as to support its smart storage management and R&D headquarters project, and to supplement working capital [1] Group 1: Company Initiatives - The company will issue shares not exceeding 30% of its total share capital prior to the issuance, with a price set at no less than 80% of the average trading price over the last 20 trading days [1] - The SSD expansion project is expected to require an investment of 1.123 billion yuan, with a projected post-tax internal rate of return (IRR) of 20.66% and a payback period of 6.91 years [3] - The DRAM expansion project is expected to require an investment of 747 million yuan, with a projected post-tax IRR of 24.49% and a payback period of 6.29 years [3] Group 2: Industry Trends - The global storage market has shown a significant upward trend, with NAND price index increasing by 41.48% and DRAM price index increasing by 46.22% from September 30 to November 4 [2] - The demand for high-capacity and high-performance storage is surging due to the rapid evolution of artificial intelligence technology and the expansion of data center infrastructure [2] - Domestic semiconductor storage industry support is increasing, accelerating the localization process within the industry [2] Group 3: Future Outlook - Demingli anticipates that the current upward cycle in the storage market will have a prolonged sustainability [2] - The company aims to enhance its financial strength and risk resistance through capital market empowerment, further expanding its technological leadership and market coverage [3]
德明利拟定增募资不超32亿元 扩产内存产能