电子行业周报：闪迪宣布存储涨价，AI终端和服务器或将带来存储新增量

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The report highlights that SanDisk has announced a price increase for storage products, effective from April 1, with an increase of over 10%. This is attributed to a shift towards a supply-demand imbalance in the storage industry, driven by reduced production from major NAND Flash manufacturers and increasing demand from AI terminals and servers [4][5]. Summary by Sections 1. Important News in the Electronics Industry - The report reviews the performance of various electronic indices, noting that the best-performing index was the optical components index, which rose by 4.51%, while semiconductor materials showed weaker performance with a rise of only 0.68% [3][48]. - The NAND Flash storage demand is expected to surge due to the AI computing wave, with significant contributions from server storage needs and the upcoming release of new mobile devices [5]. 2. Market Performance Review - The report covers the market performance from March 3 to March 7, 2025, indicating that the Shanghai Composite Index rose by 1.56%, the Shenzhen Component Index by 2.19%, and the ChiNext Index by 2.67%. The Shenwan Electronics Index increased by 2.74% during this period [3][48]. - The report also notes that the best-performing concept index was the sensor index, which increased by 7.32%, while the weakest was the SMIC industry chain index, which rose by only 2.59% [48]. 3. Company Performance - The report identifies several companies in the storage sector that are expected to benefit from the rising demand, including Beijing Junzheng, Zhaoyi Innovation, Jiangbolong, and others [5]. - It also highlights the performance of individual stocks, with the top five performers being Xinhui Technology, Glinda, Tianshan Electronics, Benchuan Intelligent, and Hongxin Electronics during the week of March 3 to March 7, 2025 [61].