Core Viewpoint - The A-share market for storage chip concept stocks continues to rise, driven by significant price increases in NAND flash memory contracts announced by SanDisk, which could impact the entire storage supply chain [1] Group 1: Market Performance - Sanfu Co. has achieved two consecutive trading limits, indicating strong investor interest [1] - Jiangbolong has increased by 9%, reaching a new high, while Jingzhida and Langke Technology have both risen nearly 9% [1] - Other companies such as Baiwei Storage, China Electric Port, and Dawi Co. have seen increases of over 4%, with Kexiang Co., Saiteng Co., and others rising over 3% [1] Group 2: Price Changes and Supply Chain Impact - SanDisk plans to significantly raise NAND flash contract prices by up to 50% in November [1] - This price hike has caused a ripple effect in the storage supply chain, prompting companies like Transcend, ADATA, and Apacer to halt shipments and reassess their pricing strategies [1]
A股存储芯片概念继续走强,三孚股份2连板,江波龙再创新高