JCET(SH:600584) Zheng Quan Ri Bao·2026-01-09 12:36Core Viewpoint - Changdian Technology's acquisition of the Shengdie factory has led to healthy and positive development, with operational performance improving in the second half of the year compared to the first half [2] Group 1: Company Performance - The Shengdie factory continues to receive joint investments from Changdian Technology and foreign shareholders, focusing on new product technology iterations and capacity expansion [2] - The factory's production of storage chips is crucial for the future development of artificial intelligence, supporting high-speed operations in both data centers and end-user devices [2] Group 2: Market Dynamics - The storage product market experiences cyclical fluctuations, but current demand driven by artificial intelligence in data centers and end-user devices has created a demand-supply imbalance, which is expected to persist for some time [2] - The structure of storage products and their modules is continuously evolving, with a shift from merely enhancing storage capacity and production processes to the emergence of new product combinations and business models [2] Group 3: Strategic Focus - Changdian Technology aims to enhance its market share in the enterprise SSD high-end market, particularly focusing on the development of high-density storage products [2] - The company's strategy has led to a synergistic effect across its various factories, contributing to rapid growth in its storage business throughout the year [2]