Investor Research

company · 688825-sh

CXMT

CXMT (688825.SH) H1'26 revenue ¥150.310B (+873.64%), parent NI ¥77.605B, OCF ¥131.156B, main GM ~84.8%—well above prior guide. On 2026-08-29 announced **LPDDR6 mass production** (12,800 Mbps / up to 16GB); Xiaomi 18 Fold first attach, Xuanjie O3 first SoC. A-share ~¥58.6 / mkt ~¥3.98T. Debate: cycle delivery vs valuation stretch. Cf. Micron MU.

  • Tickers 688825.SH
  • Also known as 688825 · 688825.SH · CXMT · 长鑫

Official & reference links

Related research

  • 688825.SH CXMT: LPDDR6 MP + H1'26 beat

    CXMT (688825.SH) H1'26 revenue ¥150.310B (+873.64%), parent NI ¥77.605B, OCF ¥131.156B, main GM ~84.8%—well above prior guide. On 2026-08-29 announced **LPDDR6 mass production** (12,800 Mbps / up to 16GB); Xiaomi 18 Fold first attach, Xuanjie O3 first SoC. A-share ~¥58.6 / mkt ~¥3.98T. Debate: cycle delivery vs valuation stretch. Cf. Micron MU.