闪存龙头宣布涨价50%！10股年内股价翻倍

Core Viewpoint - SanDisk has announced a significant price increase of up to 50% for NAND flash contracts in November, marking at least the third price hike this year [2] Industry Summary - Since September, there has been a strong expectation and continuity of price increases across mainstream storage products, including HBM, DRAM, NAND flash, SSDs, and mechanical hard drives, all facing shortages and price hikes [2] - Multiple storage manufacturers have suspended DDR5 pricing, leading to a 25% surge in DDR5 spot prices within just one week [2] - As of November 7, 10 stocks in the A-share storage chip sector have doubled in price this year, with Demingli up nearly 330%, Dongxin shares and Jiangbolong over 200%, and seven other stocks rising over 100% [2] - Market consensus anticipates that the overall price increases in storage will persist at least until mid-2026, with prices expected to remain high throughout 2026 [2] - The ongoing capital expenditure investments in AI are projected to drive further unexpected price increases in the storage market [2]