Biwin Storage Technology (SH:688525) Di Yi Cai Jing·2026-01-26 09:59Group 1 - The industry widely expects storage chip prices to continue rising in the first quarter of this year, with predictions of a price increase of 33% to 38% for NAND Flash products and 55% to 60% for general DRAM products [4][6] - Companies like Biwei Storage and others have indicated that the price of storage products is expected to rise significantly, with some reports suggesting increases of 60% to 80% for certain brands [4][5] - Samsung Electronics is anticipated to raise its NAND flash supply prices by over 100%, although some analysts believe the actual increase may be around 50% [4][6] Group 2 - The supply of storage materials is currently very tight, which is contributing to the price increases, and companies are benefiting from these price hikes [5][6] - Several A-share storage manufacturers have reported significant profit increases due to rising storage prices, with Biwei Storage projecting a revenue increase of 49.36% to 79.23% year-on-year [6] - The demand for storage chips is expected to grow, particularly due to the needs of AI computing centers, but overall global storage chip supply is projected to grow only by 7% to 8% this year [6][7] Group 3 - There are concerns that continued price increases in upstream storage materials may pressure downstream manufacturers, potentially leading to reduced purchasing intentions among terminal manufacturers and consumers [7][8] - The rising costs of storage components have already led to price increases in consumer electronics, with high-end laptops seeing price hikes of 500 to 800 yuan and mid-range laptops by 400 to 500 yuan [8] - As a result of these price increases, it is expected that the shipment volume of major consumer electronics products will decline by 4% year-on-year [8]