Core Viewpoint - The storage chip market is experiencing a "super cycle" driven by AI, leading to significant price increases and improved profitability for storage companies, while terminal manufacturers face pressure to raise prices or reduce specifications [1][3][7]. Group 1: Market Dynamics - The storage market is emerging from a low point, with many companies reporting substantial profit increases due to stabilizing prices driven by AI demand [1][2]. - As of January 29, 2026, 52 storage-related companies in the A-share market have issued performance forecasts for 2025, with 25 companies expecting profit increases, and 31 companies reporting year-on-year net profit growth [1][2]. - Notable profit increases include Bawei Storage with a projected growth of 520.22%, Shangluo Electronics at 344.92%, and Jiangbolong at 210.82% [2]. Group 2: Price Trends - Market research indicates that storage prices are expected to rise by 40% to 50% in Q1 2026 and by approximately 20% in Q2 2026, surpassing historical highs [3][4]. - Companies like Jiangbolong attribute their recovery to the stabilization of storage prices and increased demand from AI servers, leading to a supply-demand imbalance [2][5]. Group 3: Competitive Positioning - Storage manufacturers are shifting focus from consumer markets to enterprise-level markets, such as data centers and AI servers, where profit margins are higher due to lower price sensitivity [5][6]. - Companies are investing in technology and production capabilities to enhance their competitive edge, with Jiangbolong planning to raise 3.7 billion yuan for technology development and production expansion [6]. Group 4: Impact on Terminal Manufacturers - Terminal manufacturers are facing significant cost pressures due to rising component prices, leading to a projected 14.8% decrease in global laptop shipments in Q1 2026 [7][8]. - Major brands like Lenovo and Dell have begun raising prices on their products, with Lenovo increasing prices by 500 to 1500 yuan on mid-to-high-end models [8][9]. - The rising costs of memory components are impacting the profitability of smartphone manufacturers, with companies like Transsion Holdings reporting a 54.11% decline in net profit due to increased supply chain costs [9].

编辑丨张嘉钰 记者丨 毕凤至 1月30日，2026年1月A股市场收官，沪指当月涨幅为3.76%，深证成指为5.03%，创业板指为 4.47%。 个股方面，A股全市场近4000只个股月内涨幅为正，占比超过七成，月内涨幅超50%的个股有 119只，月内涨幅超100%的有17只。 1月十大牛股分别为志特新材、锋龙股份、湖南白银、普冉股份、四川黄金、白银有色、通源 石油、连城数控、晓程科技、可川科技，当月累计涨幅均超过110%。 | 序号 | 证券代码 | 证券简称 | 区间涨跌幅 | 息市值1 | 所属申万行业名称(2021) | 上市日期 | | --- | --- | --- | --- | --- | --- | --- | | | | | [起始交易日期] 2026-1-1 [截止交易日期] 最新收盘日 | [交易日期] 2026-1-30 [单位] 亿元 | [交易日期] 2026-1-30 [行业级别] 一级行业 | | | | | | [单位] %↓ | | | | | 1 | 300986.SZ | 志行斯材 | | 234.0787 | 153.8723 建筑装饰 | 2021-04-30 | | ...

【导读】AI点燃涨价潮，存储"超级周期"重分蛋糕：模组厂利润翻倍、加速抢位，终端厂商被迫提价降配 2026年的华强北，空气中不再是焊锡味，而是弥漫着一种"淘金热"的躁动。"前两年还得求着客户清库存，现在报价还赶不上涨价的速度。"一位华强北专 卖内存条的商铺老板笑得合不拢嘴。 伴随着涨价潮，存储芯片相关公司接连交出"翻身账"：有的扭亏，有的翻倍。而在这些不同公告里，反复指向同一原因——存储价格从低位企稳回升，AI 带动需求上行。 与此同时，鲜明对照逐渐显露：一边是存储产业链公司业绩回暖，增长王、翻倍股频出；另一边是终端厂商被成本逼着改价、砍型号，笔电出货预期也被 下修。 在这场"超级周期"里，谁在兑现、谁在抢位，又是谁在挣扎？ 谁在兑现？ 种种信号表明，存储市场正在走出低谷，进入新一轮上行周期。随着2025年业绩预告密集披露，A股存储相关公司也纷纷交出亮眼"成绩单"。 据记者统计，截至1月29日，A股已有52家存储芯片概念公司发布2025年业绩预告，共计25家公司业绩预喜，31家公司实现归母净利润同比增长。其中， 13家公司归母净利润增幅上限超过1倍。 江波龙给出解释：存储价格在一季度触底后企稳回升，三季度末因 ...

1月十大牛股如下：C恒运昌、志特新材、锋龙股份、湖南白银、普冉股份、四川黄金、白银有色、通源石油、晓程科技、可川科技。 2026年1月A股开门红，尽管"神秘力量"持续控温，上证指数依旧收涨3.76%，深证成指涨幅5.03%，创业板指涨幅4.47%，科创50指数涨幅更是高达12.29%。 黄金、白银、有色、AI应用、国产芯片等板块轮番表现，市场人气爆棚。 | | | | 1月十大牛股 | | | --- | --- | --- | --- | --- | | 排名 | 股票名称 | 股票代码 | 本周涨幅 | 題材概 | | 1 | C恒运昌 | 688785 | 352.75% | 次新股、半 | | 2 | 志特新材 | 300986 | 234.08% | 新型城镇化、量子科技 | | 3 | 锋龙股份 | 002931 | 213.97% | 设备更新、机器人概 | | 4 | 湖南白银 | 002716 | 175.15% | 黄金概念、贵金 | | 5 | 普申股份 | 688766 | 140.55% | 物联网、汽车芯片 | | 6 | 四川黄金 | 001337 | 137.54% | 黄金概 ...

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| 帖子 回复 收藏 | | --- | | 全部 热门 原发 贵州茅台79 小米集团 | | 置顶 metalslime 01-23 18:52 | | 我炒股比较菜,东西也都是瞎写的,玩雪球主要 是情绪价值,千万不要把我当回事,图个乐就得 | | 3. | | ○ 分享 = = 182 [17 415 | metalslime 01-23 19:55 建材涨完了直觉来说总感觉地产也会被 轮。。·· 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：太阳投研札记 来源：太阳投研札记 回复 收藏 帖子 O 全部 热门 原发 贵州茅台 79 小米集团 置顶 metalslime 01-23 18:52 我炒股比较莱,东西也都是瞎写的,玩雪球主要 是情绪价值,千万不要把我当回事,图个乐就得 了。 「广分享 = 182 [17 415 B 不是，我差点以为这哥们来真的啊！月初，DB证券空间科技首席王一鸣怕大家卖飞商业航天，开玩笑 地建议拿不住的可以去pc拘留，15天回来就翻倍了。 今天雪球大V metalisme（药神）被传"因pc拘留7天，出来普冉股份翻倍了"，或因其账号7天内没有新 ...

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Group 1 - The storage chip concept has seen a short-term surge, with Tai Chi Industry hitting the daily limit up [1] - Hengshuo Co., Ltd. increased by over 17%, indicating strong market interest [1] - Other companies such as Purun Co., Zhongwei Semiconductor, Jintaiyang, Xiechuang Data, and Beijing Junzheng also experienced gains [1]

消息面上，闪迪周四盘后公布财报显示，该公司在2026财年第二财季录得利润和营收的大幅增长，表现 不仅大幅超出华尔街预期，也显著高于公司此前给出的指引，刺激该公司股价盘后一度涨近15%。 责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688416 | 恒概股份 | 1 | 12.26 | 94.88 Z | 107.35 | | 600667 | 太极实业 | 1 | 10.00 | 235亿 | 40.78 | | 688380 | 中微卡台 | | 7.55 | 231亿 | 79.78 | | 300606 | 金太阳 | 来 | 7.12 | 46.62亿 | 43.34 | | 688766 | 普朗股份 | 1 | 6.00 | 438亿 | 132.57 | | 300857 | 协创数据 | -澳 | 5.88 | 805亿 | 37.83 | | 603316 | 诚邦股份 | | 5.85 | 39.22亿 | 2.34 | | 002183 | 怡亚通 | 1 | ...

格隆汇1月30日｜A股市场存储芯片股走强，其中，恒烁股份涨超12%，太极实业10CM涨停，中微半 导、金太阳涨超7%，普冉股份涨超6%，协创数据、诚邦股份、怡亚通涨超5%，北京君正、朗科科技、 康强电子涨超4%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688416 | 恒概股份 | 1 | 12.26 | 94.88亿 | 107.35 | | 600667 | 太极实业 | 1 | 10.00 | 235亿 | 40.78 | | 688380 | 中微卡台 | | 7.55 | 231亿 | 79.78 | | 300606 | 金太阳 | 来 | 7.12 | 46.62亿 | 43.34 | | 688766 | 普申股份 | 1 | 6.00 | 438亿 | 132.57 | | 300857 | 协创数据 | 本 | 5.88 | 805亿 | 37.83 | | 603316 | 诚邦股份 | | 5.85 | 39.22亿 | 2.34 | | 002183 | 怡亚通 | ...