机构密集调研存储芯片券商展望2026年:科技仍是最强主线

Group 1: Market Activity - Over 200 A-share companies have been surveyed by brokerages since December, with a focus on the electronics and machinery equipment sectors [1][2] - The technology sector is expected to remain a key investment theme for 2026, according to multiple brokerage firms [1][7] Group 2: Industry Focus - The electronics and machinery equipment industries are the most surveyed, with 31 companies in each sector receiving attention from brokerages [2] - Notable companies in the electronics sector include Weicai Technology, Canxin Technology, and Shenghong Technology, while the machinery equipment sector features companies like Jereh and Wald [2][3] Group 3: Storage Chip Companies - Storage chip-related companies have garnered significant attention, with Weicai Technology hosting over 20 brokerages for site visits [4] - Jiangbolong, a key player in the storage chip market, reported a stock price increase of over 200% this year, with a focus on NAND Flash pricing and demand driven by AI applications [4][5] - Dongxin Technology, a leading storage chip design company, has seen its stock price rise nearly 400% this year, citing strong demand in the network communication and security monitoring sectors [5] Group 4: Analyst Insights - Analysts from Zhongtai Securities highlight storage chips as a critical area in the AI era, with strong policy support and ongoing industry demand [6] - Multiple brokerages have released optimistic investment strategies for 2026, emphasizing technology, AI, and China's manufacturing advantages as key areas of focus [7][8]