Biwin Storage Technology (SH:688525) Zhi Tong Cai Jing·2026-01-16 13:22Core Viewpoint - The company, Baiwei Storage (688525.SH), has announced a stock price fluctuation notice, indicating a significant market focus on the storage supercycle and confirming a current supply-demand imbalance along with rising prices in the storage market [1] Group 1: Market Conditions - The storage market is experiencing tight supply and price increases [1] - Current storage prices are at historical highs, prompting caution for investors regarding potential risks [1] Group 2: Company Developments - The company is actively advancing its advanced packaging business, which is currently progressing steadily [1] - The wafer-level advanced packaging manufacturing project is still in the sample verification stage, with future progress potentially falling short of expectations [1] Group 3: Investor Guidance - Investors are advised to continuously monitor the sustainability of AI investments and changes in the storage industry cycle [1]