（文章来源：每日经济新闻） 每经AI快讯，1月14日，存储器指数强势拉升，成分股表现亮眼，佰维存储涨停，江波龙上涨4.81%， 德明利上涨3.97%，北京君正上涨3.42%，恒烁股份上涨3.38%。 ...

Core Insights - The dedicated storage chip market is experiencing growth driven by the rapid development of AI and smart automotive sectors, with a projected market size of $15.7 billion by 2025 and $19.5 billion by 2026 [1][4]. Industry Definition and Classification - Storage chips, also known as semiconductor memory, are essential components in modern digital systems, with dedicated storage chips having specific application needs or competitive advantages in niche markets. The main categories currently in use include NOR Flash, SLC NAND Flash, and niche DRAM [2][4]. Industry Development Status - The overall storage chip industry exhibits cyclical characteristics, with strong growth potential fueled by ongoing demand in AI and cloud infrastructure. The dedicated storage chip market is expected to grow significantly, particularly in the smart automotive and consumer electronics sectors [4][6]. Market Size Projections - By 2025, the global dedicated storage chip market is expected to reach $15.7 billion, with NOR Flash at $3.1 billion (19.75%), SLC NAND Flash at $2.7 billion (17.20%), and niche DRAM at $9.9 billion (63.06%). By 2026, projections indicate a market size of $19.5 billion, with NOR Flash at $3.8 billion (19.49%), SLC NAND Flash at $3.5 billion (17.95%), and niche DRAM at $12.2 billion (62.56%) [6][12]. Industry Chain - The dedicated storage chip industry chain includes upstream materials such as silicon wafers and photolithography materials, midstream design and manufacturing, and downstream applications in enterprise storage, consumer SSDs, and cloud storage services [8][10]. Policy Environment - Recent government policies have provided ongoing support for the integrated circuit industry, increasing domestic demand for local alternatives and creating more market opportunities for domestic integrated circuit companies [10][12]. Competitive Landscape - The global NOR Flash market is characterized by a stable and highly concentrated competitive landscape, with a CR3 of 63.2% in 2024. The SLC NAND Flash market is primarily dominated by overseas and Taiwan manufacturers, while DRAM is led by major companies from South Korea and the USA. Domestic companies are increasingly investing in R&D for dedicated storage chips, expanding their market share [12][14]. Key Companies - Major players in the dedicated storage chip industry include: - **GigaDevice**: A diversified chip design company focusing on Flash, niche DRAM, and other semiconductor products, achieving significant revenue from storage chips [13][14]. - **Beijing Junzheng**: Specializes in computing and storage chips, with a strong presence in automotive and industrial sectors following its acquisition of ISSI [13][14]. Industry Trends - The demand for storage chips is surging due to the explosion of AI computing power, the smart automotive sector, and accelerated data center construction. The dedicated storage chip industry in China is undergoing a structural transformation driven by AI and smart automotive technologies [14][15].

Group 1 - The A-share market for storage chip stocks has shown strong performance, with companies like Puran Co. hitting a 20% limit up, and others such as Hengshuo Co. and Jucheng Co. rising over 13% [1] - Notably, companies like Puran Co., Zhaoyi Innovation, Anji Technology, and others have reached historical highs [1] - According to a TrendForce research report, NAND flash memory chip contract prices are expected to increase by 33%-38% in March, while traditional DRAM contract prices are projected to rise by 55%-60%, indicating strong growth momentum in the memory chip market this year [1] Group 2 - The table lists various companies with their stock performance, including Puran Co. with a market cap of 29 billion and a year-to-date increase of 54.24% [2] - Hengshuo Co. has a market cap of 6.592 billion and a year-to-date increase of 44.06% [2] - Jucheng Co. has a market cap of 24.5 billion and a year-to-date increase of 23.43% [2]

格隆汇1月6日丨恒烁股份(688416.SH)公布，截至2026年1月5日，董翔羽通过集中竞价交易方式减持 82.93万股，通过大宗交易方式累计减持公司股份68.31万股，合计占公司目前总股本的1.82%，本次减 持计划已经实施完毕。 ...

证券代码：688416 证券简称：恒烁股份 公告编号：2026-001 恒烁半导体（合肥）股份有限公司 直接持股 5%以上股东权益变动触及 1%刻度 暨减持结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律 责任。 重要内容提示： 股东持有的基本情况 本次减持计划实施前，恒烁半导体（合肥）股份有限公司（以下简称"恒烁 股份"或"公司"）股东董翔羽持有公司股份 6,073,482 股，占公司当时总股本的比 例为 7.32%。以上股份均来源于公司首次公开发行前取得的股份，董翔宇的股份 于 2025 年 8 月 29 日起上市流通。 减持计划的实施结果情况 公司于 2025 年 10 月 23 日披露了《股东减持股份计划公告》（公告编号： 2025-051），董翔羽计划减持不超过公司当时股份总数的 1.75%的股份（即 1,450,905 股），其中通过集中竞价交易方式减持不超过 829,294 股，通过大宗交 易方式减持不超过 621,611 股。公司于 2026 年 1 月 6 日收到股东董翔羽出具的 《权益变动触 ...

南财智讯1月6日电，恒烁股份公告，公司股东董翔羽在2025年11月24日至2026年1月5日期间，通过集中 竞价和大宗交易方式合计减持公司股份1,512,405股，占公司总股本的1.82%。本次减持计划已实施完 毕。减持完成后，董翔羽持有公司股份4,561,077股，持股比例由7.32%降至5.49%。本次权益变动为持 股5%以上非第一大股东减持，不触及要约收购，不会导致公司控股股东及实际控制人发生变化，对公 司治理结构及持续经营无重大影响。 ...

转自：智通财经 【存储芯片概念反复活跃 恒烁股份涨超10%】智通财经1月6日电，存储芯片概念反复活跃，恒烁股份 涨超10%，香农芯创、佰维存储、江波龙、兆易创新、朗科科技、北京君正、德明利、普冉股份跟涨。 消息面上，据报道，三星与海力士已向服务器、PC及智能手机用DRAM客户提出涨价，今年一季度报 价将较去年第四季度上涨60%-70%。 ...

存储芯片概念反复活跃，恒烁股份涨近10%，香农芯创、佰维存储、江波龙、兆易创新、朗科科技、北 京君正、德明利、普冉股份跟涨。 ...

恒烁股份1月5日大宗交易平台共发生14笔成交，合计成交量68.31万股，成交金额3464.71万元。成交价 格均为50.72元，相对今日收盘价折价23.34%。从参与大宗交易营业部来看，机构专用席位共出现在11 笔成交的买方或卖方营业部中，合计成交金额为2363.52万元，净买入2363.52万元。 进一步统计，近3个月内该股累计发生20笔大宗交易，合计成交金额为6902.09万元。 （文章来源：证券时报网） 两融数据显示，该股最新融资余额为2.66亿元，近5日增加2121.31万元，增幅为8.66%。（数据宝） 1月5日恒烁股份大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 13.41 | 680.21 | 50.72 | -23.34 | 国海证券股份有限公司 | 华泰证券股份有限公司合肥 | | | | | | 机构席位 | 创新大道证券营业部 | | 5.00 | ...

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交2.66亿元， 其中，买入成交额为1.64亿 元，卖出成交额为1.02亿元，合计净买入6235.33万元。具体来看，今日上榜营业部中，第一大买入营业 部为国泰海通证券股份有限公司总部，买入金额为4697.97万元，其次是高盛(中国)证券有限责任公司上 海浦东新区世纪大道证券营业部，买入金额3195.86万元。卖出营业部中，卖出金额居首的是申万宏源 证券有限公司苏州龙西路证券营业部，卖出金额为3461.34万元。 （原标题：恒烁股份龙虎榜数据（1月5日）） 恒烁股份1月5日龙虎榜 1月5日恒烁股份（688416）收盘价66.16元，收盘涨停，全天换手率19.80%，振幅18.12%，成交额8.00 亿元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 | 买入营业部名称 | 买入 | | --- | --- | | | 金额(万元) | | 国泰海通证券股份有限公司总部 | 4697.97 | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 3195.86 | ...