What Is Longsys Worth?

English summary

### What Is Longsys Worth? Time: 2026-07-29 15:20:08 Content: What is Longsys worth? Serious memory misallocation! Longsys has a bottom line of 300 billion yuan! Looking at the closing data of several memory leaders today, a direct comparison reveals a severe imbalance in market valuations. Let me first state the actual closing market cap and H1 2026 earnings forecasts clearly, without any fake data. CXMT (688825) closed with a total market cap of 3.54 trillion yuan, with H1 net profit attributable to parent expected between 50 billion and 57 billion yuan. Longsys closed at 329.63 yuan today, with a total market cap of only 139.5 billion yuan, and H1 net profit of 9.2 billion to 11 billion yuan. A simple calculation shows the gap: CXMT's profit is just over five times Longsys's, but its market cap is 25 times Longsys's. Such a disparate ratio is unreasonable across the memory track. A horizontal comparison with several peers in the same track makes the contrast even more obvious.…