Biwin Storage Technology (SH:688525) 第一财经·2026-01-26 11:57Core Viewpoint - The article discusses the anticipated price increases in NAND flash memory and DRAM products due to rising raw material costs, with predictions of significant price hikes in the first quarter of 2026 [3][4]. Price Predictions - Samsung Electronics is expected to raise NAND flash supply prices by over 100% in Q1 2026, although some analysts predict the increase may be around 50% [3][5]. - TrendForce forecasts a price increase of 33% to 38% for NAND flash products and 55% to 60% for general DRAM products in the first quarter [3]. Supply Chain Dynamics - The supply of storage materials is reported to be very tight, with upstream material prices expected to rise by approximately 40% to 50% [4][6]. - The demand for storage chips is primarily driven by AI computing centers, which may lead to prolonged price increases due to supply-demand imbalances [6]. Financial Performance of Storage Companies - Several A-share storage companies have reported significant profit increases due to rising storage prices, with Bawei Storage expecting revenue of 10 billion to 12 billion yuan, a year-on-year increase of 49.36% to 79.23% [7]. - Demingli anticipates revenue of 10.3 billion to 11.3 billion yuan, reflecting a year-on-year growth of 115.82% to 136.77% [7]. Impact on Consumer Electronics - The rising costs of storage materials are expected to pressure downstream manufacturers, potentially leading to reduced purchasing willingness among consumers [7]. - The average prices of high-end and mid-range laptops have increased by 500 to 800 yuan and 400 to 500 yuan, respectively, due to rising storage costs [7]. - Global shipments of major consumer electronics, including TVs, smartphones, and laptops, are projected to decline by 4% year-on-year due to these price increases [7].