Group 1 - The storage chip sector continues to strengthen in the afternoon, with significant gains observed in various companies [1] - Baiwei Storage reached a limit-up increase of 20%, while Jiangbolong surged over 15%, hitting a historical high [1] - Other companies such as Demingli, Zhaoyi Innovation, Shenkong Co., Hengshuo Co., Beijing Junzheng, Xiangnong Xinchuan, Purang Co., Kaipu Cloud, and Shikong Technology also experienced upward movement [1]

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 semiconductor sector showed strong performance at the beginning of trading, with notable increases in stock prices [1] - Companies such as Zhongke Lanyun and Haiguang Information surged over 10% [1] - Other companies including Huahai Chengke, Xinyuan Micro, and Purun Shares also experienced upward movements in their stock prices [1]

Key Points - The People's Bank of China will conduct a buyout reverse repurchase operation of 1.1 trillion yuan on January 8, 2026, with a term of 90 days [6] - China has increased its gold reserves for 14 consecutive months, with a total of 74.15 million ounces as of December 2025, reflecting an increase of 30,000 ounces [7] - The Ministry of Industry and Information Technology and seven other departments have issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'," aiming for significant advancements in AI technology and applications in manufacturing by 2027 [7][8] - The Ministry of Commerce announced an anti-dumping investigation on dichlorodihydrosilane from Japan, effective January 7, 2026, with the investigation period set from July 1, 2024, to June 30, 2025 [6] - The Shanghai Futures Exchange will adjust the margin ratio and price fluctuation limits for silver futures contracts starting January 9, 2026 [8] Company News - Fenglong Co., Ltd. has experienced an eight consecutive trading limit increase and may apply for a trading suspension if the stock price continues to rise abnormally [11] - Goldwind Technology has reported no significant changes in its operating conditions after two consecutive trading limits [12] - Zhongke Lanyun expects a net profit increase of 366.51% to 376.51% for 2025, driven by significant growth in the fair value of investments [12] - Chuanjinno anticipates a net profit increase of 144.24% to 172.64% for 2025 [13] - Kouzi Jiao expects a net profit decrease of 50% to 60% for 2025 [16] - Kechuan Technology's subsidiary has completed the first chip trial for silicon photonics but has not yet generated revenue [17]

Core Viewpoint - The stock of Purun Co., Ltd. has experienced an abnormal fluctuation, with a cumulative closing price increase exceeding 30% over three consecutive trading days from January 5 to January 7, 2026 [1] Company Information - Purun Co., Ltd. conducted a self-examination and confirmed with its controlling shareholder and actual controller that there is no undisclosed significant information [1] - The company's production and operations are normal, and there are no significant changes in the internal and external environment [1] Investor Advisory - The company has reminded investors to be cautious of short-term volatility risks and to make rational decisions [1]

证券代码：688766 证券简称：普冉股份 公告编号：2026-004 普冉半导体（上海）股份有限公司 关于股票交易异常波动公告 本公司董事会及全体董事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： 普冉半导体（上海）股份有限公司（以下简称"普冉股份"或"公司"） 股票交易连续 3 个交易日内（2026 年 1 月 5 日、2026 年 1 月 6 日、2026 年 1 月 7 日）收盘价格涨幅偏离值累计超过 30%。根据《上海证券交易所科创板股票上 市规则》（以下简称《科创板上市规则》）、《上海证券交易所交易规则》的有关规 定，属于股票交易异常波动情形。 经公司自查并向公司控股股东、实际控制人及其一致行动人发函询证， 截至本公告披露日，公司控股股东、实际控制人及其一致行动人不存在关于公司 的应披露而未披露的重大信息。公司目前生产经营正常，生产经营未发生重大变 化。 公司目前主要业务为非易失性存储器芯片及基于存储芯片的衍生芯片的 设计与销售。公司的经营情况请参考公司于 2025 年 10 月 31 日披露的《2025 年 三季度 ...

人民财讯1月7日电，普冉股份(688766)1月7日披露股票交易异动公告称，公司目前主要业务为非易失性 存储器芯片及基于存储芯片的衍生芯片的设计与销售，目前公司的生产经营正常，经营情况及内外部经 营环境未发生重大变化。公司经营业绩未发生与近期股票涨幅对应的变化，存在相关市场交易变化无对 应盈利能力变化支撑的风险。 ...

Core Viewpoint - The stock of Puran Co. experienced an abnormal price fluctuation, with a cumulative increase of over 30% during three consecutive trading days from January 5 to January 7, 2026, prompting the company to clarify that its operations are normal and no undisclosed significant information exists [1] Financial Performance - For the first three quarters of 2025, Puran Co. reported a revenue of 1.433 billion yuan, representing a year-on-year increase of 4.89% [1] - The net profit for the same period was 59.0492 million yuan, showing a significant year-on-year decline of 73.73% [1] Stock Market Activity - The company confirmed that there were no stock trading activities by relevant personnel during the period of abnormal price movement [1] - Puran Co. has advised investors to be cautious regarding stock price volatility [1]

Market Overview - A-shares experienced a strong rise, with the Shanghai Composite Index approaching 4100 points, marking a 10-year high, before retreating in the afternoon [1][3] - The total trading volume in the Shanghai and Shenzhen markets reached approximately 2.88 trillion yuan, an increase of nearly 50 billion yuan compared to the previous day [3] Semiconductor Sector - The semiconductor industry saw significant gains, with stocks in the photolithography, storage chip, and advanced packaging segments collectively surging [4][5] - Notable stocks included Nanda Optoelectronics and Chip Source Microelectronics, both hitting the daily limit of 20% increase, while Anji Technology rose nearly 19% [5][7] - The semiconductor sector is driven by rising prices across the supply chain, sustained AI demand, and the strengthening of domestic substitution logic [7] Coal Sector - The coal sector experienced a substantial rise, with companies like Dayou Energy and Shaanxi Black Cat hitting the daily limit, and Zhengzhou Coal Electric rising over 8% [9][11] - Futures for coking coal and coke saw limit-up increases, driven by expected heating demand due to colder temperatures in the eastern and central regions post-New Year [11] - Analysts suggest that the coal market is expected to stabilize, with a tight supply-demand balance anticipated over the next 3-5 years, making quality coal companies attractive investments [11] Rare Earth Sector - The rare earth sector showed strong performance, with stocks like Fangbang Co. and Zhongke Magnetic Materials rising over 12% and 7% respectively [13][15] - Analysts indicate that supply in the rare earth segment is gradually recovering, but market circulation remains tight, supporting stable prices [15]

Market Overview - The A-share market showed a strong performance with the Shanghai Composite Index approaching 4100 points, while the ChiNext Index and Shenzhen Component Index rose by 0.41% and 0.35% respectively, with a total trading volume of 1.85 trillion yuan, an increase of 538 billion yuan compared to the previous trading day [1] Semiconductor Sector - The semiconductor index rose by 2.20%, reaching 8181.14 points, with notable stocks such as ChipSource Microelectronics and Nanda Optoelectronics both increasing by 20% [2][3] Brain-Computer Interface Sector - The brain-computer interface sector continued to perform strongly, with companies like Innovation Medical and Nanjing Panda achieving three consecutive trading limit ups. Strong Brain Technology completed approximately 2 billion yuan in financing, marking it as the second-largest financing in the brain-computer interface field after Neuralink [4] Hong Kong Market - The Hong Kong market saw declines, with the Hang Seng Index and Hang Seng China Enterprises Index both dropping nearly 1%. Alibaba fell by nearly 4%, while companies like WuXi AppTec and China Life rose over 3% [5] Precious Metals Market - International precious metals experienced a downturn, with spot gold dropping below 4480 USD per ounce, while spot silver saw a slight decrease but maintained a year-to-date increase of 13% [6] Base Metals Market - The base metals market showed a strong performance, with SHFE nickel rising nearly 8% and SHFE tin increasing by nearly 6%. The LME copper reached a record high, driven by supply concerns [7]