A-share announcement highlights | Biwin Storage Technology (688525.SH): Signed a $1.861 billion enterprise-grade flash memory chip procurement contract.

Today's Focus 1. Biwin Storage Technology: Signs $1.861 billion enterprise-grade flash memory chip procurement contract Biwin Storage Technology announced that it has signed a daily operational procurement contract with a storage original factory to purchase enterprise-grade flash memory chips in the agreed quantity, price, and time. The total promised procurement amount of the contract is $1.861 billion, with locked quantities and prices, and a total commitment procurement period of 24 months. The contract is effective from the date of signing until June 30, 2028. The procurement volume in 2026 accounts for 4.45% of the total NANDFLASH procurement volume for the year 2025, and in 2027, it accounts for 14.88%. This contract is beneficial for locking in the medium- to long-term storage chip capacity and delivery time, reducing supply disruption risks. 2. Boe Technology Group: Perovskite pilot line completed, plans to conduct extreme condition verification tests in the second half of the year Boe Technology Group announced that the perovskite pilot line was completed in just 38 days from move-in to the first sample offline, setting a new industry record. The company is developing rigid/flexible/stacked module technology in parallel, with a glove box efficiency of 27.61%, an experimental line efficiency of 21.39%, a pilot line efficiency of 20.11%, and a flexible efficiency of 16.6%, creating four world records through third-party certification. The company plans to conduct extreme condition verification tests in Heilongjiang Moh...