As the bell at the end of 2023 approaches, the temperature of the investment market has not cooled down with the drop in temperatures in the northern hemisphere, especially in the hot land of the A** field. The final trading week was like the climax of a bonfire, attracting the attention of many institutional investors. According to a report by **Times E Company, within a week, more than 160 A-share companies opened their thresholds to welcome waves of investors who came to "explore the way".
Behind the cold numbers is the embodiment of the heat of the market. For institutional investors, the end of 2023 seems to be a window to look into the future. Electronics, mechanical equipment and pharmaceutical biology have become the darlings of institutional investors, with 26, 25 and 21 companies receiving their close attention, respectively. In the field of electronics, there is one name that frequently appears on the research list, and that is Montage Technology.
Montage Technology's name is well-known among investors. The company, located as one of the pioneers of China's high-tech industry, attracted 122 institutions to conduct a collective survey on December 25 with its leading position in the data processing and interconnection chip design industry. Throughout 2023, a total of 1,908 institutional investors will be received, becoming the most popular star company in the A-share semiconductor industry.
Institutional investors favor Montage Technology for a number of reasons. In the year-end research report, institutional investors are looking forward to capturing the new trends in the company's growth and the key factors of business development. Montage Technology has lived up to this expectation and has not hesitated to share the company's development logic for the next two years. The new market demand for data processing and interconnect chip design, as well as the market penetration of DDR5 memory standards and the advancement of new product lines, are the focus of research.
Market analysts generally expect demand to recover by 2024 as inventory adjustments in the server and computer industries are completed. As a leader in the industry, Montage Technology's DDR5 memory chips will also usher in the spring breeze of market demand. With the industry's optimistic expectations for DDR5 memory standard penetration, it is expected to exceed 50% market share by mid-2024 and grow further in 2025. Montage Technology has long been ready for this revolution in the memory market, and the DDR5 memory chip series has already moved from trial production to large-scale shipment, and a new round of industrial upgrading is about to start.
Montage Technology has a detailed plan for these new products. The company revealed that starting in 2024, the new generation of PCIe 50 Retimer chips, MRCD MDB chips, MXC chips, CKD chips, etc. will gradually improve the market layout. As the company's self-developed products, it is not only expected to achieve a high gross profit margin, but also is expected to inject fresh vitality into the company's performance growth.
However, there is no such thing as a feast. While discussing the recovery of the industry, Montage Technology is also comfortable in managing investors' expectations, warning investors to pay attention to the dynamics of industry demand, invest rationally, and be aware of potential risks. Montage's attitude of actively sharing growth opportunities while sparing no effort to emphasize investment risks shows Montage's confidence in the market direction and its responsible stance towards investors.
In the capital market drama at the end of 2023, Montage Technology undoubtedly occupies the C position. With the progress of market changes and the company's own strategic adjustment, in the future, this star enterprise leading China's semiconductor industry is worthy of every investor who pays attention to the technology industry to continue to pay attention to and look forward to. In this era of great information, let's wait and see, along with Montage Technology and other companies in the field of science and technology, to witness a new chapter in China's technology industry.