Ingenic(SZ:300223) Xin Lang Cai Jing·2025-12-01 05:14Core Viewpoint - The storage chip sector experienced a significant rally, with companies like Beijing Junzheng seeing over a 10% increase in stock price due to anticipated shortages and price hikes in storage chips [1] Group 1: Market Movement - The storage chip concept saw a midday surge, particularly with Beijing Junzheng rising more than 10% [1] - Other companies in the sector, including Huahai Chengke, Zhaoyi Innovation, Baiwei Storage, and Deep Technology, also experienced price increases [1] Group 2: Supply and Demand Dynamics - Dell has indicated that certain storage chips are currently facing shortages, which may lead the company to consider raising prices on some equipment [1] - Research institutions predict that due to the chip shortage, storage chip prices are expected to rise by approximately 50% from current levels before the second quarter of 2026 [1]