---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42949370.md"
description: "$CXMT(688825.SH)Nomura gave a target price of 116, meaning it could double from today's high in the future. According to Nomura's analysis framework, this stock price is based on at least four assumptions: 1. CXMT can fairly and effectively use all 58 billion yuan of financing to expand capacity and upgrade technology; 2. Storage prices will continue to rise over the next three years, and even if they peak crazily, the price after falling back in 2028 will still be several times higher than today's; 3. CXMT's net profit CAGR over three years can maintain above 74%, with a positive growth outlook continuing until the end of 2028; 4. Under the premise that storage supply remains severely insufficient for more than three years and cannot be improved, CXMT must expand capacity much faster than the market, increasing its market share from below 8% to above 18% by 2028, with an expansion outlook reaching 30% by 2030.Even telling such a myth, CXMT's price would only double from today's high. Hmm, I really don't know whether Nomura wrote this myth story to be bullish or bearish."
datetime: "2026-07-27T08:14:08.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42949370.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42949370.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42949370.md)
author: "[輸棟樓的韭菜](https://longbridge.com/en/profiles/10647684.md)"
---

# $CXMT(688825.SH)Nomura gave a target price of 116,…


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## Comments (10)

- **罗莱夏朵 · 2026-07-27T11:15:37.000Z**: The key is, did Nomura buy today? 🤭
- **京城Z先生 · 2026-07-27T10:56:12.000Z · 👍 5**: There's one more thing missing: domestic substitution. This buff can truly create significant premium space, potentially making it twice as expensive as overseas peers.
  - **輸棟樓的韭菜** (2026-07-27T11:18:21.000Z): The result of domestic substitution is a crazy surge in market share. It's truly a crushing, superlative expansion of production capacity.
- **akski · 2026-07-27T10:09:50.000Z · 👍 1**: Cashed out today and immediately bought gold.
- **Shen ཉི࿔࿆࿐ོ · 2026-07-27T09:10:48.000Z**: Based on his algorithm, what should the market cap of SK Hynix, Micron, and Samsung be? 10 trillion or 20 trillion?
- **幸运币 · 2026-07-27T09:08:27.000Z · 👍 1**: 🌚Cashing out to buy a luxury mansion?
- **海龍王彼得 · 2026-07-27T08:43:18.000Z · 👍 9**: Institutions are essentially advertising companies; as long as there's money to be made, they can turn 💩 into gold in their research reports 🤡
- **小菜鸡求带 · 2026-07-27T08:27:04.000Z · 👍 5**: Turned around and started managing finances
  - **輸棟樓的韭菜** (2026-07-27T08:37:38.000Z): Why are you so skilled? 🐷
  - **小菜鸡求带** (2026-07-27T08:41:45.000Z): The familiar recipe, still the familiar taste