On July 27, the system equipment sector exhibited robust performance. Share prices of 29 companies rose, while only one declined, and the total trading volume soared to RMB 15.222 billion. This upswing marks a reversal from previous downturns, primarily driven by Changxin Technology's debut on the Science and Technology Innovation Board. This event has significantly boosted market expectations regarding equipment demand within the DRAM industry chain. Moving forward, investors should keep a close eye on capacity realization, trading volumes, and performance shifts.
