存储芯片概念再度活跃 北京君正、普冉股份等大涨

Core Viewpoint - The storage chip sector is experiencing significant activity, driven by a surge in NAND flash memory prices due to supply constraints and increased demand from AI data centers [1] Group 1: Market Activity - Several companies in the storage chip sector, including ShenGong Co., YingTang ZhiKong, and BeiJing JunZheng, have seen stock prices rise significantly, with some reaching the daily limit of 20% [1] - SanDisk, a leading flash memory manufacturer, is set to increase NAND flash contract prices by 50% in November, marking at least the third price hike this year [1] Group 2: Supply and Demand Dynamics - The price increases are attributed to a tight supply in the storage market, driven by the dual factors of surging demand from AI data centers and severe limitations in wafer supply [1] - This current upcycle in the storage industry is expected to differ from previous short-term price increases caused by supply-side reductions, as it is primarily driven by explosive demand in the AI era [1] Group 3: Future Outlook - According to招商证券, the storage industry is entering a robust upward cycle, with a continuous widening of the supply-demand gap leading to accelerated price increases [1] - Profitability for overseas storage manufacturers is expected to improve, while some domestic storage module companies are quickly turning profitable [1] - By the second half of 2025, profits are anticipated to accelerate, with niche storage chips and related supply chain companies poised to benefit from the ongoing price surge [1]