【导读】市场大涨，安徽板块盘中拉升 大家好，周五了！今天的市场的表现很好，三大指数震荡走高，一起看看发生了什么事情。 A股大涨 10月24日，A股全天震荡上涨，沪指刷新年内新高，创业板指涨超3%。截至收盘，沪指涨0.71%，深成指涨2.02%，创业板指涨3.57%。 存储芯片板块大涨，普冉股份、香农芯创（300475）等多股涨停。 | 代码 | 名称 | | 涨幅% | 现价 | | --- | --- | --- | --- | --- | | 300903 | 科翔股份 | R | 20.00 | 14.76 | | 688766 | 普冉股份 | ાર | 20.00 | 142.87 | | 300475 | 香农活创 | R | 20.00 | 127.57 | | 300455 | 航天智装 | R | 19.98 | 19.76 | | 688416 | 恒炼股份 | K | 18.08 | 63.08 | | 688233 | 神工股份 | K | 17.34 | 51.30 | | 301308 | 江波龙 | R | 16.73 | 222.00 | | 301306 | 应测测试 | R ...

Market Performance - The A-share market experienced a significant rise on October 24, with the Shanghai Composite Index reaching a new high for the year, closing up 0.71%, the Shenzhen Component Index up 2.02%, and the ChiNext Index up 3.57% [2] Storage Chip Sector - The storage chip sector saw substantial gains, with companies like Purun Co. and Shannon Chip Innovation hitting the daily limit up [3] Commercial Aerospace Stocks - Commercial aerospace concept stocks performed strongly, with companies such as China Satellite and Shanghai HuGong reaching the daily limit up [6] Coal and Gas Sector Adjustments - The coal and gas sectors faced corrections, with companies like Baichuan Energy and Yunmei Energy hitting the daily limit down [8][9] Anhui State-Owned Assets - There was a notable movement in Anhui state-owned assets, with Anhui Construction hitting the daily limit up, followed by other companies like Jianyan Design and Ankai Bus [10] Policy Developments in Anhui - The Anhui provincial government issued a comprehensive management plan for state-owned assets, focusing on reform policies, data collection, resource allocation, and supervision mechanisms to enhance management efficiency [16]

今日A股市场全天震荡反弹， 沪指再创十年新高 ，创业板指领涨。 沪深两市成交额1.97万亿，较上一个交易日放量3303亿。 从板块来看， 算力硬件方向持续爆发，CPO概念股领涨 ，"光模块"三巨头齐发力，中际旭创大涨超12%创历史新高，汇绿生态5天3板。存储芯片概 念股全天走强，香农芯创、普冉股份20cm涨停双双创新高。商业航天板块掀起涨停潮，航天科技等十余股涨停。下跌方面，煤炭股集体调整，安泰 集团跌停。 板块方面，存储芯片、CPO、半导体等板块涨幅居前，煤炭、油气等板块跌幅居前。 截至收盘，沪指涨0.71%，深成指涨2.02%，创业板指涨3.57%。 上证指数 创业板指 深证成指 -3950.31 -13289.18 -3171.57 +27.9 +0.71% +263.74 +2.02% +109.41 +3.57% 市场概况 1830 1768 718 382 273 138 121 86 71 76 23 25 10 小于 大于 涨停 +6% +4% -2% -6% -4% -8% 跌停 +8% +2% 0% -8% +8% 持平 下跌 2274家 上涨 3028家 138家 跌停 涨停 71家 停 ...

预估整体一般型DRAM 价格将季增8-13%，若加计HBM，涨幅将扩大至13-18%。NAND 方面，HDD 供 给短缺与过长交期，使CSP 将储存需求快速转向QLC 企业级SSD，短期内急单大量涌入，造成市场明 显波动。同时，闪迪率先宣布调涨10%，美光也因价格与产能配置考量暂停报价，预估NAND Flash第 四季各类产品合约价平均涨幅将达5-10%。作为电子元器件分销商，随着四季度存储价格持续走强，公 司盈利能力有望进一步提高。 "分销+产品"协同驱动发展，海普存储企业级模组产品进展顺利。香农芯创在高端存储领域历经多年耕 耘，现已形成"分销+产品"一体两翼的发展格局。 分销业务端，公司已具备数据存储器、控制芯片、模组等电子元器件产品提供能力，产品广泛应用于云 计算存储（数据中心服务器）等领域。在存储产品以外，香农芯创全资子公司联合创泰于24 年5 月公告 收到AMD 签署的《AMD经销商确认函》，扩大分销业务经营范围。产品业务端，企业级内存模组市场 原厂高度垄断，独立品牌的模组厂市场份额仍较小，香农芯创联合海力士、大普微联合设立海普存储发 力企业级SSD 和RDIMM 产品。海普存储建设、开发进展顺利， ...

Group 1 - The core logic behind the recent surge in storage chip stocks is driven by two main factors: first, major players like Samsung and SK Hynix are planning to increase prices for DRAM and NAND flash memory by up to 30% in Q4 due to heightened demand from AI applications [3] - Second, the US stock market provided a favorable backdrop, with SanDisk's stock rising over 13% to reach a historical high, attracting both foreign and domestic investors to the sector [3] - For long-term investors, it is advised to focus on the underlying trends rather than short-term market fluctuations, as the demand for AI is expected to provide sustained growth in the storage chip market [3] Group 2 - Investors holding related stocks should avoid selling hastily and instead monitor trading volume and leading stocks, maintaining positions as long as the trend remains intact [3] - New investors are cautioned against chasing high openings and should wait for a pullback to the 10-day moving average or previous support levels to confirm buying strength before entering positions [3] - The emphasis is on capturing long-term trends rather than seeking quick profits from daily price movements [3]

Core Viewpoint - The storage chip sector showed strong performance at the beginning of trading, with several companies experiencing significant stock price increases [1] Group 1: Company Performance - Xicai Testing, Shikong Technology, and Yingxin Development reached their daily price limit increase [1] - Companies such as Shannon Chip Innovation, Demingli, Jingrui Electric Materials, and Purang Shares also saw stock price increases [1]

相关股票： 安泰集团云煤能源中际旭创香农芯创普冉股份航天科技达华智能 南方财经10月24日电，市场早间震荡拉升，量能明显放大，沪指刷新年内新高，创业板指涨超2%。截 至收盘，沪指涨0.42%，深成指涨1.3%，创业板指涨2.09%。沪深两市半日成交额1.23万亿，较上个交易 日放量1808亿。盘面上热点轮番活跃，存储芯片概念涨幅居前，香农芯创、普冉股份大涨双双创新高。 商业航天板块强势爆发，达华智能2连板，航天科技等10余只商业航天概念股涨停。算力硬件概念股震 荡拉升，中际旭创再创新高。下跌方面，煤炭板块集体大跌，安泰集团、云煤能源触及跌停。板块方 面，存储芯片、CPO等板块涨幅居前，煤炭、深圳本地股、燃气等板块跌幅居前。 相关股票： 安泰集团云煤能源中际旭创香农芯创普冉股份航天科技达华智能 相关快讯 相关文章 A股午评：沪指涨0.42%创年内新高 存储芯片、商业航天概念股大涨 2025-10-24 11:35 南方财经10月24日电，市场早间震荡拉升，量能明显放大，沪指刷新年内新高，创业板指涨超2%。截 至收盘，沪指涨0.42%，深成指涨1.3%，创业板指涨2.09%。沪深两市半日成交额1.23万亿，较上个 ...

Group 1 - The high bandwidth memory sector leads the market with an increase of 3.54% [1] - Shannon Semiconductor saw a significant rise of 14.01% [1] - Tuojing Technology increased by 6.9% [1] - Jingzhida experienced a growth of 4.46% [1] - Huahai Chengke, Zhongwei Company, and Lianrui New Materials all rose over 4% [1]

Investment Rating - The report maintains a "Strong Buy" rating for the company, indicating an expectation to outperform the benchmark index by over 20% in the next six months [20]. Core Insights - The company reported a revenue of 9.276 billion yuan in Q3 2025, reflecting a year-over-year increase of 6.58% and a quarter-over-quarter increase of 0.64%. The net profit attributable to shareholders was 202 million yuan, down 3.11% year-over-year but up 42.81% quarter-over-quarter [1][5]. - The strong performance is attributed to a significant increase in storage prices driven by supply-demand dynamics, with expectations for continued price increases in Q4 2025 [5]. - The company has successfully developed a dual business model of "distribution + products," enhancing its competitive edge in the high-end storage market [5]. Financial Performance Summary - For 2025, the company is projected to achieve total revenue of 35.249 billion yuan, with a year-over-year growth rate of 45.2%. The net profit attributable to shareholders is expected to reach 641 million yuan, reflecting a growth rate of 142.9% [6]. - The earnings per share (EPS) is forecasted to be 1.38 yuan in 2025, with a price-to-earnings (P/E) ratio of 77 [6]. - The gross margin for Q3 2025 was reported at 4.03%, with a net margin of 2.11%, indicating improved profitability despite a slight year-over-year decline in margins [5]. Market Dynamics - The report highlights that the demand for storage solutions is increasing, with significant price hikes expected in both DRAM and NAND Flash products due to supply constraints and rising demand from various sectors [5]. - The company is positioned to benefit from the ongoing trend of domestic substitution in the storage market, which is anticipated to contribute positively to its performance [5]. Strategic Developments - The establishment of a joint venture with Wuxi Lingjing Cloud is expected to enhance the company's distribution and product capabilities, further solidifying its market position [5]. - The company has made significant progress in the development of enterprise-level SSD and RDIMM products, which are now entering mass production [5].

Group 1 - The storage chip sector continues to strengthen, with multiple companies reaching new highs [1] - Purun Co., Ltd. is approaching a trading limit and has achieved a new high [1] - Companies such as Shannon Chip, Time Space Technology, Dwei Co., and Xianggang Technology have hit the trading limit, while Jiangbolong has increased by over 9% [1]