Ge Long Hui·2025-11-10 02:57Core Viewpoint - The A-share market for storage chip stocks is experiencing a strong upward trend, driven by significant price increases in NAND flash memory contracts announced by SanDisk, which has led to a ripple effect throughout the supply chain [1] Group 1: Market Performance - Storage chip stocks such as Yintan Zhikong, Jingyi Equipment, and Beijing Junzheng have seen substantial gains, with Yintan Zhikong hitting a 20% limit up, Jingyi Equipment rising over 13%, and Beijing Junzheng increasing by over 10% [1] - Other notable performers include Sanfu Co. and Dawei Co., which both reached the daily limit, while Yake Technology and Jingzhida rose over 7% [1] Group 2: Price Increase Impact - SanDisk has raised NAND flash contract prices by as much as 50% in November, causing significant disruptions in the storage supply chain [1] - Major module manufacturers such as Transcend, Innodisk, and Apacer Technology have decided to suspend shipments and reassess their pricing strategies, with Transcend halting quotes and deliveries since November 7, anticipating further price increases [1]