兆易创新股价上扬再创新高，存储涨价持续，机构看好公司业绩持续增长

Group 1 - The stock price of a company surged over 14%, reaching a new historical high of 445 HKD during intraday trading, with a current price of 442 HKD and a trading volume exceeding 600 million HKD [1] Group 2 - On February 20, Hynix stated in a conference call that it is unable to meet all customer demands due to strong demand from AI clients and limited supply, leading to a continuous increase in storage prices this year [4] - Hynix reported that the inventory for DRAM and NAND is only about 4 weeks, and this level is expected to continue to decline throughout the year [4] - The company is in discussions with major clients regarding long-term contracts, and all HBM (High Bandwidth Memory) for 2026 has been sold out, with production plans already allocated to meet customer demands [4] - The current tight supply and demand for traditional DRAM may lead to more favorable terms for HBM business in 2027 [4] - Huajin Securities noted that with the steady upward cycle of storage, the company is expected to maintain its leading position as it continues to advance storage chip process iterations and categories [4] - The potential for customized DRAM to open up incremental space is highlighted, alongside the growth of MCU, sensors, and analog businesses in the context of consumer electronics, automotive electronics, and industrial smartization, indicating continued performance growth [4]