Institutional Research | Storage Chips + Robot Concept + AI Phone This Company's Main Control Chip Capabilities Lead the Industry UFS 4.1 Products on the Verge of Mass Shipment

On March 18, multiple listed companies released investor relations activity reports, disclosing their business communication with institutions, revealing many progress and highlights in their business layouts.

Jiangbolong: Self-developed main control chip-based UFS 4.1 products are nearing mass shipment

Jiangbolong recently received research visits from over 20 institutions including Southwest Securities, Zhongnan Capital, and Yongying Fund.

During the research, Jiangbolong revealed that, based on its leading main control chip capabilities, the company has established deep cooperation with several wafer manufacturers and top smart terminal device manufacturers. Its self-developed main control chip-based UFS 4.1 products are approaching mass shipment.

According to Jiangbolong, only a few companies worldwide, including Jiangbolong, have the ability to develop UFS 4.1 products at the chip level. The UFS 4.1 products equipped with the company’s self-developed main control chips outperform comparable market products in process, read/write speed, and stability.

“Based on third-party information, as AI inference causes structural changes in system architecture and resource scheduling, the demand for storage capacity in AI inference has significantly increased. Coupled with the rapid expansion of AI infrastructure and HDD supply shortages, this has driven explosive growth in storage demand,” Jiangbolong stated. Due to the lag in capacity construction cycles, if storage manufacturers increase capital expenditure, the short-term supply growth will be limited, maintaining a tight supply-demand structure in the market.

Regarding product prices, Jiangbolong said that the prices of storage wafers and storage products are determined by supply and demand in the storage industry. The company closely monitors market supply and demand changes and price trends, and dynamically adjusts product pricing based on customer orders.

Jiangbolong focuses on R&D, design, packaging, testing, manufacturing, and sales of semiconductor storage application products. Building on storage, the company’s business has expanded into integrated circuit design fields such as main control chip design and storage chip design. Its products are widely used in mainstream consumer smart mobile devices, data centers, automotive electronics, IoT, security monitoring, industrial control, and the personal storage market.

The performance forecast shows that the company’s net profit attributable to shareholders is expected to be between 1.25 billion and 1.55 billion yuan in 2025, a year-on-year increase of 150.66% to 210.82%.

Stimulated by news such as Samsung Electronics’ union strike and SK chairman’s prediction that shortages may continue until 2030, the storage chip concept exploded today. Stocks like Xicetesting, Tongyou Technology, and China Electronics Hong Kong hit the daily limit, with Jiangbolong also rising 8.26%.

In terms of ETF products, the Sci-Tech Chip Design ETF (588780), which tracks an index comprising 50 leading chip companies on the STAR Market, has over 90% of its holdings in chip design companies. The ETF is heavily focused on core computing power sectors, reflecting trends in the semiconductor high-growth segments. As of today’s close, the Sci-Tech Chip Design ETF (588780) rose 3%, with a trading volume of about 140 million yuan.

Oulai New Materials: The company has secured some orders in nuclear medicine and superconductivity fields

Oulai New Materials yesterday received research visits from institutions including Kaiyuan Securities and Caitong Securities. The company organized visits to its exhibition hall, research institute, production base, and held investor forums.

During the research, Oulai New Materials stated that leveraging its 6N-grade ultra-high purity oxygen-free copper technology and full industry chain advantages, it is actively expanding the application of high-purity materials in emerging fields such as nuclear medicine, superconductivity, and controlled nuclear fusion. The company has obtained some orders in nuclear medicine and superconductivity, successfully integrated into RFQ accelerating cavity supply systems, achieving domestic substitution and breaking long-term foreign monopoly. Its high-purity copper components for superconductivity have been successfully developed and tested, with some customers signing annual supply contracts.

According to Oulai New Materials, the company has successfully entered the supply chains of major domestic panel manufacturers such as BOE, CSOT, Huike, and Super Vision. Its core products—copper targets, aluminum targets, molybdenum and molybdenum alloy targets, and ITO targets—have achieved mass production for G5 to G11 generation semiconductor display sputtering targets. Its products are also expanding into new display fields like MiniLED and MicroLED.

“The recovery of the panel industry will create favorable conditions for price transmission of targets,” Oulai New Materials said. With its full industry chain layout and technological advantages, the company has strong bargaining power and can effectively pass cost pressures downstream.

Facing high prices of bulk metal materials, Oulai New Materials stated that through technological advantages and long-term cooperation, it has reached price adjustment consensus with key customers to maintain order stability.

Additionally, the company’s vertical integration—from high-purity metal refining to target manufacturing and waste target recycling—can effectively reduce dependence on raw materials and mitigate cost fluctuation risks. Once the Mingyue Lake Semiconductor High-Purity Materials Project is completed, it will further improve self-sufficiency in high-purity metals and strengthen cost advantages.

Oulai New Materials’ core business is mainly divided into three segments: high-performance targets (covering semiconductor display, integrated circuits, HJT solar cells, etc.); high-performance metals (focusing on ultra-high purity metals, refractory metals, rare and scattered metals); and key materials and core components for frontier technologies (nuclear medicine, superconductivity, controlled nuclear fusion, etc.). In the secondary market, Oulai New Materials’ stock rose 1.43% today.

(Source: Oriental Fortune Research Center)