| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603933 | 客能科技 | 25.38 | -2.61% | 12.65万 | 3.21亿 | | 301328 | 维峰电子 | 47.61 | 0.08% | 2.34万 | · 1.12亿 | | 300991 | 创益通 | 42.22 | 0.09% | 3.74万 | 1.57亿 | | 002885 | 京泉华 | 25.75 | 0.23% | 16.50万 | 4.23亿 | | 688800 | 瑞可达 | 83.30 | 0.36% | 8.79万 | 7.31亿 | | 300131 | 英唐智控 | 14.72 | 0.41% | 65.28万 | 9.60亿 | | 002388 | ST新亚 | 6.43 | 0.78% | 23.35万 | 1.47 乙 | | 301275 | 汉朔科技 | 53.88 | 0.86% | 1.57万 | 8425.42万 | | 002729 | 好利科技 | 4 16.15 ...

截至1月5日收盘，存储芯片概念上涨4.44%，位居概念板块涨幅第10，板块内，149股上涨，恒烁股 份、普冉股份、云汉芯城等20%涨停，雷科防务、东方中科、兆易创新等涨停，江波龙、中微公司、开 普云等涨幅居前，分别上涨15.73%、14.16%、13.99%。跌幅居前的有迈为股份、沃格光电、睿能科技 等，分别下跌5.81%、3.00%、2.61%。 存储芯片概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 603986 | 兆易创 新 | 10.00 | 7.48 | 204555.30 | 17.69 | | 688981 | 中芯国 际 | 5.80 | 4.56 | 103503.80 | 8.81 | | 300475 | 香农芯 创 | 12.92 | 13.28 | 49957.36 | 5.33 | | 605358 | 立昂微 | 9.99 | 7.75 | 37971.03 | 19.60 ...

Core Viewpoint - The storage chip sector is experiencing significant growth driven by strong demand from AI, with notable price increases projected for various chip types by 2025 [1] Group 1: Market Performance - Companies such as Purun Co., Ltd. and Yunhan Chip City have seen their stock prices hit the daily limit of 20% increase [1] - Other companies including Zhaoyi Innovation, Hengsuo Co., Jiangbolong, Kaipu Cloud, and Xiangnong Chip Creation have all experienced stock price increases exceeding 10% [1] Group 2: Price Projections - The price of DDR4 16Gb chips is expected to rise by 1800% by 2025 [1] - DDR5 16Gb chips are projected to increase by 500% [1] - The price of 512Gb NAND flash memory is anticipated to rise by 300% [1]

Group 1 - The core viewpoint of the article highlights a significant surge in the storage chip sector, driven by strong performance in both the US and Korean markets, which has positively impacted A-share storage chip stocks [1] - Morgan Stanley predicts that the memory market will tighten by 2026, with manufacturing constraints and stronger demand leading to sustained price increases. The firm has raised its average price forecasts for DRAM by 62% and NAND by 75% for 2026 [1] - Macronix, a Taiwanese storage manufacturer, announced a 100% price increase for NAND products and a 50% increase for NOR products in the first quarter of 2026 [1] Group 2 - Notable stock performances include Jiangbolong, which rose over 14%, and Shanghai Xinyang and Xiechuang Data, both increasing by over 12%. Other companies like Raytheon Defense and Zhaoyi Innovation reached the daily limit of 10% increase [2] - The total market capitalization of Jiangbolong is 117.4 billion, while Shanghai Xinyang stands at 22.4 billion, and Xiechuang Data at 65.4 billion [2] - The MACD golden cross signal formation indicates a positive trend for these stocks, suggesting a favorable market outlook [2]

Industry Overview - The storage chip sector is experiencing significant activity, with companies like Cloud Han Chip City and others seeing stock price increases of over 10% [1] - Major North American cloud service providers (CSPs) such as Google, Meta, Microsoft, and Amazon AWS are expanding their investments in AI infrastructure, with total investments expected to reach a historical high of $600 billion by 2026 [1] Price Forecast - Strong demand for AI is projected to drive substantial increases in storage chip prices by 2025, with DDR4 16Gb prices expected to rise by 1800%, DDR5 16Gb by 500%, and 512Gb NAND flash by 300% [1] - Guojin Securities forecasts that global storage chips will remain in short supply throughout 2026, leading to continued price increases [2] Supply and Demand Dynamics - For 2026, DRAM bit supply is expected to grow by approximately 15% to 20%, while demand growth is anticipated to reach 20% to 25% [2] - NAND bit supply is projected to increase by 13% to 18%, with demand growth expected to be between 18% and 23% [2] - The consumption of DRAM and NAND flash in the server sector is predicted to surge by 40% to 50% year-on-year, with even faster growth in AI server applications [2] Price Increase Predictions - In Q1 2026, storage contract prices are expected to continue rising, with increases projected at 30% to 40% [2] - Prices for DDR5 RDIMM memory are anticipated to rise by over 40%, while NAND flash prices are expected to see double-digit percentage increases [2] - Enterprise-grade SSD prices are also forecasted to increase by 20% to 30% [2]

每经AI快讯，存储芯片概念快速拉升，香农芯创涨超10%，大为股份、德明利、江波龙、北京君正、佰 维存储、矽电股份跟涨。消息面上，美股存储芯片大涨，美光科技上涨涨10.51%，刷新历史新高； SanDisk上涨15.95%，西部数据上涨8.96%。 ...

Market Overview - The electronic industry index decreased by 0.19% during the week of December 29, 2025, to January 2, 2026, with semiconductors down 0.20% and consumer electronics down 0.14%, while optical and optoelectronic sectors increased by 1.60% [1][2] - Hong Kong stocks rebounded strongly on January 2, 2026, with SMIC rising by 5.70% and Hua Hong Semiconductor increasing by 13.79% [1][2] - The US stock market showed slight recovery on January 2, 2026, with the Nasdaq down 1.52% for the week and the Hang Seng Tech index up 4.31%. The US storage sector saw significant gains, with SK Hynix up 13.02%, Micron up 10.80%, and SanDisk up 10.07% [1][2] Industry Updates - The upcoming CES 2026 will take place from January 6 to January 9, 2026, and for the first time, the national subsidy will include smart glasses, providing a 15% subsidy based on the product sales price [3] - Domestic GPU companies are preparing for a listing wave in Hong Kong, with Kunlun Core announcing its listing application on January 1, 2026. On January 2, 2026, Biren Technology listed in Hong Kong with a maximum increase of over 118% on its first day [4] - Samsung will not expand production of DDR4, leading to a significant increase in DDR4 spot prices, which are expected to continue rising in 2026. Changxin Technology's IPO has been accepted, aiming to raise 29.5 billion, with projected revenues of 55 to 58 billion for 2025 [4] Corporate Actions - Hua Hong Semiconductor announced plans to acquire 97.4988% of Huali Micro on December 31, 2025. TSMC is expected to raise advanced process prices for the next four years due to tight capacity below 3nm, with new pricing effective from January 1, 2026 [5] Investment Recommendations - The holiday period has seen favorable conditions for price increases and computing power, with recommended beneficiaries including SMIC, Hua Hong Semiconductor, Beijing Junzheng, Northern Huachuang, Zhongwei Company, Demingli, Shannon Chip Creation, and Zhaoyi Innovation [6]

华安证券股份有限公司 关于香农芯创科技股份有限公司 2025 年度定期现场检查报告 根据《证券发行上市保荐业务管理办法》、《深圳证券交易所上市公司自律监管指 引第 13 号——保荐业务》等有关规定的要求，华安证券股份有限公司作为香农芯创科 技股份有限公司（以下简称"香农芯创"、"公司"）向原股东配售股份并在创业板上 市的保荐机构，于 2025 年 12 月 23 日至 2025 年 12 月 26 日期间对香农芯创 2025 年度 有关情况进行了现场检查，报告如下： 保荐机构特提请贵公司关注以下事项：2025 年 9 月末，公司应收账款账面价值较高，为 376,170.21 万元。保荐人提请公司关注应收账款规模较大的情形，建议公司加强应收账款管理，关 注应收账款对经营业绩的影响，并积极做好经营应对和风险防范措施，强化经营风险防范意识。 建议公司继续严格按照《公司法》、《证券法》、《深圳证券交易所股票上市规则》、《深圳 证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等法律法规的要求，不断 完善上市公司法人治理结构和各项经营管理制度，持续规范关联交易，强化风险防范意识，及时履 行信息披露义务 ...

华安证券股份有限公司 一、培训基本情况 2025 年 12 月 25 日，项目保荐代表人田之禾通过现场授课和远程视频接入 相结合的方式对香农芯创实际控制人、董事、高级管理人员及其他相关人员进行 了培训。 二、培训主要内容 本次培训的内容主要结合《中华人民共和国公司法》、《深圳证券交易所创 业板股票上市规则》、《深圳证券交易所上市公司自律监管指引第 2 号——创业 板上市公司规范运作》等相关法律、法规及业务规则，就 2025 年以来深圳证券 交易所相关规则的修订要点、内部控制制度重点专项、关联交易的审议及披露要 求、财务资助和对外担保的审议与披露等方面进行了培训，并对相关上市公司违 规案例进行了分析和讨论。 三、培训总结 本次培训期间，香农芯创及各培训对象均认真配合培训工作，并积极进行交 流沟通，保证了本次培训工作的顺利开展。本次培训加深了相关人员对具体规则 修订和重点事项审议披露的理解和认识，有助于进一步提升香农芯创的规范运作 水平，达到了预期效果。 关于香农芯创科技股份有限公司 2025 年度持续督导培训情况报告 华安证券股份有限公司作为香农芯创科技股份有限公司（以下简称"香农芯 创"）向原股东配售股份并在 ...

Core Viewpoint - The storage chip sector is experiencing a significant rally, with several companies seeing substantial stock price increases due to rising prices of HBM3E memory chips announced by major suppliers [1] Group 1: Company Performance - Dongxin Co., Ltd. saw its stock price increase by over 11% [1] - Baiwei Storage and Canxin Co., Ltd. both experienced stock price increases of over 7% [1] - Other companies such as Xiangnong Chip, Jiangbolong, Shenkong Co., Ltd., Purain Co., Ltd., and Kaipu Cloud also followed the upward trend [1] Group 2: Market Dynamics - Major storage suppliers, including Samsung Electronics and SK Hynix, have raised the prices of HBM3E memory chips by nearly 20% for the upcoming year [1]