Great Wall Securities: Jiang Bolong has a wide growth space, maintaining a "buy" rating.

Great Wall Securities research report pointed out that on June 16, Jiangbolong signed a cooperation memorandum with Sandisk to jointly start a new chapter in UFS. This cooperation will deeply integrate the advantages of both parties, based on Sandisk's advanced BiSC8-218 layer 3D flash memory technology, combined with Jiangbolong's professional technical capabilities in controller chips, self-owned firmware, and ECSAT specialized packaging and testing manufacturing services, aiming to launch high-quality UFS storage solutions for mobile devices and IoT applications. With the promotion of AIGC Global Wave and the release of the top-level plan of "Digital China," the storage market has gained new growth momentum. As a leading independent storage manufacturer in China, the company actively promotes the dual domestic and international layout of the storage industry chain, with broad growth prospects. The "hold" rating is maintained.