责任编辑：栎树 1月7日，A股市场存储芯片股持续强势，其中，普冉股份20CM涨停，恒烁股份、聚辰股份涨超13%， 江波龙、香农芯创涨超11%，联芸科技涨近11%，彤程新材、盈新发展10CM涨停，德明利、利尔达涨 超9%，佰维存储涨超8%，兆易创新涨超7%，大为股份、恒坤新材、雅克科技涨超6%。 值得注意的是，普冉股份、兆易创新、安集科技、协创数据、长川科技、中微公司创历史新高。 据TrendForce研究报告预测，随着服务器需求吸收产品供应，NAND快闪记忆芯片合约价格在3月的季 度将上涨33%-38%，传统DRAM合约价格预计将攀升55%-60%，记忆芯片市场今年将有强劲的增长动 力。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688766 | 普朗股份 | 一般 | 20.00 | 290亿 | 54.24 | | 688416 | 恒烁股份 | 1 | 13.86 | 65.92亿 | 44.06 | | 688123 | 聚辰股份 | 1 | 13.14 | 245亿 | 23.43 | ...

Core Viewpoint - Changjiang Storage Technology Holding Co., Ltd. has completed its shareholding reform, which has attracted significant attention in the industry [1][2]. Group 1: Company Overview - Changjiang Storage Group held its inaugural shareholders' meeting on September 25, 2023, marking the completion of its shareholding reform and the establishment of a new board of directors [2]. - The company was founded on December 21, 2016, and has recently expanded its shareholder base to include various state-owned and private capital, as well as significant financial institutions [2][3]. - The registered capital of Changjiang Storage has increased from approximately 562.7 billion to about 1052.7 billion [2]. Group 2: Financial Highlights - In April 2025, a subsidiary of Yangyuan Beverage invested 1.6 billion in Changjiang Storage, valuing the company at 161.6 billion [2][3]. - The company has raised over 10 billion through two financing rounds, with 29 shareholders from diverse backgrounds [3]. Group 3: Industry Position - Changjiang Storage has become a key player in the domestic semiconductor industry, with its subsidiary Changjiang Storage recognized as a unicorn [4][5]. - The company has developed a comprehensive business ecosystem that includes flash memory manufacturing, wafer foundry, packaging and testing, industrial investment, and innovation incubation [3]. - The global demand for storage chips is expected to grow significantly, with the market projected to reach 1.584 trillion by 2031, reflecting a compound annual growth rate of 9.3% from 2025 to 2031 [3]. Group 4: Research and Development - Changjiang Storage has established R&D centers in Wuhan and Beijing, employing over 8,000 staff, with 75% dedicated to research and development [5]. - The company holds approximately 11,800 patent applications, including over 5,400 international patents, and files around 1,300 new patent applications annually [5]. Group 5: Future Prospects - There is speculation regarding the potential IPO of Changjiang Storage, although the company has denied any intention of a reverse merger [5].