涨不停！又一存储龙头涨价50%，多股年内翻倍

Group 1: SanDisk's Price Increase and Market Performance - SanDisk has significantly raised NAND flash contract prices by 50% in November, marking at least the third price increase this year after a 10% increase in April and another 10% in September [1][5] - SanDisk's stock price has surged by 450% over the past four months, closing at $289.48 per share on November 7, with a market capitalization of approximately $35.1 billion [1] - The company reported a revenue of $2.31 billion for Q1 of FY2026, a year-on-year increase of 22.6% and a quarter-on-quarter increase of 21%, exceeding market expectations [5] Group 2: Industry Trends and Other Companies' Performance - The storage chip sector in the A-share market has shown strong performance, with several companies experiencing stock price increases of over 100% this year, including Xiangnong Xinchuan with a nearly 500% increase [3][4] - Jiangbolong reported a revenue of 6.539 billion yuan for Q3, a year-on-year increase of 54.6%, and a net profit of 698 million yuan, a significant increase of 1994.42% [8] - Baiwei Storage achieved a revenue of 2.663 billion yuan in Q3, a year-on-year increase of 68.06%, with a net profit of 256 million yuan, up 563.77% [9] Group 3: Market Outlook and Supply Shortages - SanDisk forecasts that the NAND flash market supply shortage will persist until the end of 2026, with customer feedback suggesting that this tight supply situation may extend into 2027 [6][7] - The ongoing supply crisis in the storage industry is exacerbated by the rapid expansion of AI applications, leading to a structural and long-term shortage [12] - Analysts predict that the supply-demand gap in the storage industry may further widen in the first half of 2026, with price increases expected to continue [12][13]