Storage cycle reversal + domestic substitution double hit, Changxin's valuation game just got interesting.

Odaily Seer monitoring shows that attention is focused on Predict.fun’s predictions for the ranking of Changxin Technology’s IPO day closing market value, with the current trading volume at about 0.93 million yuan. Changxin Technology’s Sci-Tech Innovation Board has passed the review. It plans to raise 295 billion yuan, which may become the second-largest IPO in the board’s history. Driven by the storage upcycle, 2026 Q1 revenue was 50.8 billion yuan, and single-quarter net profit was 24.762 billion yuan, turning from year-over-year losses to profit. The market has extremely high expectations for its valuation after listing, and it may challenge the top tier of A-share market-cap rankings. Settlement will be based on the closing market value in descending order of the Eastmoney HSZB A-shares sector. Odaily Seer will continue to monitor.