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注册获批!企业级存储新标的 即将登陆创业板!
Zheng Quan Ri Bao· 2026-01-23 14:39
Group 1 - The core viewpoint of the article highlights that Shenzhen Dapu Microelectronics Co., Ltd. has received approval for its initial public offering (IPO), indicating a significant step for the company in the semiconductor storage market [2] - Dapu Micro is a leading provider of enterprise-level SSD products, with a full-stack self-research capability in "controller chip + firmware algorithm + module," which is rare in the industry [4] - The company meets the listing criteria of the Shenzhen Stock Exchange's Growth Enterprise Market, requiring a market value of no less than 5 billion yuan and a recent year's revenue of no less than 500 million yuan [5] Group 2 - The enterprise-level SSD market is experiencing a surge in demand driven by the acceleration of AI commercialization and the expansion of server clusters, leading to increased storage product prices [6] - Dapu Micro has established a robust technology system encompassing controller chip design, firmware algorithms, module design, and verification testing, with its products matching or exceeding the performance of international competitors like Solidigm and Samsung [6] - The company is strategically positioning itself in the AI SSD market, with products designed to meet the high-performance storage needs of AI data centers, such as the QLC SSD R6060 with a capacity of up to 245TB [7] Group 3 - Dapu Micro is expanding into the network interconnection sector by developing smart network cards and RAID cards, leveraging its experience in enterprise-level SSD controller chip design [8] - The new business initiatives are expected to create synergies with existing SSD products, allowing Dapu Micro to offer integrated "storage + network" solutions [8] - The growth of the digital economy and the continuous expansion of AI application scenarios are anticipated to drive a new wave of growth in the enterprise-level SSD market, improving profitability expectations for domestic storage industry companies [8]