According to the China Post Securities Research Report, DRAM continues to be booming due to new products+production capacity+process increases in Junzheng Co., Ltd. 2026H1, the upgrading of the company's memory chip process and the new market demand brought about by the rapid development of AI, caused customer demand for the company's products to increase dramatically. At the same time, driven by the large storage cycle, the prices of some of the company's storage products rose, and the memory chip product line achieved revenue of 2,632 billion yuan, +90.08% over the same period last year. Storage+computing+simulation are being developed together, and markets such as automobiles and AIoT continue to grow. The company continues to promote market promotion and customer development, deeply cultivate core tracks such as automobiles, industry, medical care, etc., and work collaboratively with multiple product lines for storage, computing, simulation and connectivity. The bank expects the company to achieve revenue of 95/130/16 billion yuan and net profit to mother of 36.42/5.1 billion yuan in 2026/2027/2028, respectively, maintaining a “buy” rating.

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