四大半导体龙头，历史新高！

Market Overview - The Shanghai Composite Index rose by 0.29% to 4095.54 points, while the Shenzhen Component Index increased by 0.35% and the ChiNext Index by 0.41%. Sectors such as the semiconductor industry chain, non-ferrous metals, pharmaceuticals, computing power industry chain, and coal all experienced collective gains [1]. Semiconductor Industry - The semiconductor industry chain showed the strongest performance in the morning, with leading equipment stocks like Northern Huachuang (002371), Zhongwei Company, and Tuojing Technology all surging, reaching historical highs. The storage chip leader, Zhaoyi Innovation (603986), also hit a historical high, with these four stocks having a total market capitalization exceeding 100 billion yuan. Northern Huachuang rose over 6%, closing at 516.66 yuan, with a market cap of 374.3 billion yuan [3][4]. - The semiconductor sector saw significant gains, particularly in electronic chemicals, storage chips, and advanced packaging [5]. - Recent price increases in storage chips have been a driving factor, with discussions around the high cost of memory modules trending on social media [8]. - Huang Renxun's speech at CES 2026 emphasized the long-term demand for storage chips, indicating a shift in AI processing needs. This has led to a collective rise in U.S. storage chip stocks [9]. - Global demand for storage chips is expected to outpace supply in 2026, with DRAM and NAND flash memory consumption in the server sector projected to increase by 40% to 50% year-on-year [9][10]. OLED Sector - The OLED sector also saw gains, with stocks like Gaomeng New Materials (300200) and Nanda Optoelectronics (300346) experiencing significant increases, both reaching their daily limit up [11][12]. - Analysts attribute the rise in the OLED sector to price increases [13]. - TrendForce's latest survey indicates that major LCD TV panel manufacturers are planning production cuts to manage costs and inventory risks, which may tighten supply in the first quarter [14].