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On October 19th, the A-share memory sector displayed divergent market trends. Changxin Technology, a leading domestic DRAM manufacturer, experienced a notable 7.77% decline in its stock price, marking its second-largest single-day drop since its initial public offering. In contrast, leading companies in niche segments, including Dapu Micro, Demingli, and Biwin Storage, saw a resurgence in their stock prices, reversing previous downward trends. Concurrently, several listed companies within the industry announced plans for share repurchases. Industry analysts have observed that capital markets are now imposing stricter valuation standards on memory sector leaders. This shift reflects a broader transition in the sector's pricing logic, moving away from generalized expectations of price increases and toward a focus on performance-based validation.
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