Ge Long Hui A P P·2025-11-06 02:35Core Insights - The A-share market has seen a strong performance in storage chip stocks, with notable increases in companies such as Hangyu Micro, Yawen Co., and Demingli, driven by a surge in data storage demand due to the rapid evolution and widespread application of AI technology [1][2] Industry Summary - The storage industry is experiencing explosive growth in data storage demand, fueled by advancements in AI technology and increasing applications [1] - Major companies like Samsung Electronics and SK Hynix have raised prices for storage products, including DRAM and NAND, indicating a positive trend for the industry [1] - There is an expectation for continued growth in capital expenditures from leading tech firms for the fiscal year 2025, which will further enhance the demand for storage in servers and data centers [1] - The storage price trend is anticipated to remain upward in the fourth quarter [1] Company Performance - Hangyu Micro saw a price increase of 10.63% with a market capitalization of 10.3 billion [2] - Yawen Co. increased by 10.01%, with a market cap of 6.4 billion [2] - Demingli experienced a 10% rise, boasting a market cap of 56.1 billion and a year-to-date increase of 297.74% [2] - Xiangnong Xinchuan and Hangzhou Kelin both rose over 6%, with market caps of 73.7 billion and 7.3 billion respectively [2] - Jiangbolong and Sanfu shares increased by over 4%, with market caps of 113.3 billion and 7.5 billion respectively [2]