688047，“20cm”涨停

Group 1 - The A-share market opened lower on January 21, but all four major indices turned positive, with the Sci-Tech Innovation Index rising over 1% [1] - Domestic chip stocks experienced significant gains, with Longxin Zhongke (688047) hitting the daily limit of 20%, and companies like China Great Wall and Jianghua Microelectronics also reaching their daily limits [1][2] - Haiguang Information saw a rise of over 14% during trading, while Tongfu Microelectronics and Hualing Co. also reported increases [1] Group 2 - Overnight, U.S. storage chip stocks surged, with SanDisk rising over 9% to reach a new historical high [3] - Micron Technology executives indicated that the shortage of storage chips has accelerated significantly over the past quarter, driven by surging demand for high-end semiconductors due to AI infrastructure [3] - A report from Counterpoint Research noted that the storage market has surpassed its historical peak from 2018, with suppliers' bargaining power at an all-time high, and prices expected to rise by 40% to 50% in Q1 2026, followed by an additional 20% increase in Q2 [3]