The storage chip sector is beginning to strengthen! Demingli's daily limit up leads the industry's recovery

1、 Strong lead at the beginning of the session, with Deming Licheng becoming the focus of the sector

After the early opening of the trading session, the storage chip sector took the lead in gaining momentum, opening higher and moving higher overall, with the sector index slightly rising. As one of the leading players in the sector, Demingli's performance is particularly impressive. At the opening, it was immediately blocked by huge buy orders and hit the daily limit up. The number of blocked orders continued to remain high, demonstrating the strong confidence of funds in its future development. At the same time, other high-quality targets within the sector also made synchronized efforts, with stocks such as Baiwei Storage and Jiangbolong opening high and rising, showing a clear trend of following the trend, driving up the heat of the entire storage chip sector and becoming a major highlight of the A-share market in the morning session.

2、 The surge in performance has been realized, becoming the core catalyst for the daily limit up

The strong daily limit up of Demingli is driven by its disclosed first quarter performance forecast, and the impressive performance has become a key factor igniting the stock price. On the evening of March 31st, Demingli announced that it expects to achieve a net profit of 3.15 billion yuan to 3.65 billion yuan in the first quarter of 2026, turning losses into profits compared to the same period last year. The company incurred a loss of 69.0877 million yuan in the same period last year. At the same time, the company expects its first quarter operating revenue to be between 7.3 billion and 7.8 billion yuan, with a year-on-year growth rate of 483.05% to 522.98%.

It is reported that the explosive performance of Demingli is due to the upward trend of industry prosperity, continuous rise in storage prices, and sufficient strategic reserves of raw materials in the early stage. In addition, the company has made breakthroughs in market expansion in data centers, consumer electronics and other fields, resulting in a significant increase in product shipments and a significant improvement in profitability. This unexpected performance forecast directly boosted market confidence and pushed its stock price to the limit up at the opening.

3、 US stock market linkage strengthens the upward momentum of sectors

In addition to the positive performance of domestic companies, the positive performance of peripheral markets has also injected strong momentum into the A-share storage chip sector. On the overnight US stock market, individual stocks related to storage chips generally rose sharply, with leading stocks such as SanDisk, Micron Technology, Seagate Technology, and Western Digital achieving varying degrees of gains. Global funds continue to raise expectations for a cyclical recovery in the storage chip industry.

Analysts point out that the collective strength of US storage chip stocks reflects the global market's consistent expectation for improved supply and demand and price increases in the storage industry. This sentiment is transmitted to the A-share market, resonating with the positive performance of Demingli, further strengthening the upward momentum of the sector and driving the initial collective strength of the storage chip sector.

4、 Industry prosperity is on the rise, and the sector is expected to have long-term prospects

The initial strength of the storage chip sector this time is not accidental, but an inevitable reflection of the industry's continued upward trend. At present, the storage chip industry is at a turning point in the cycle, with continuous demand in multiple fields such as AI big model training and inference, data center expansion, and consumer electronics recovery, driving a surge in demand for storage chips. At the same time, global top manufacturers are cautious about expanding production, industry inventories are at historically low levels, and the tight supply-demand balance continues to optimize, driving storage product prices steadily upward.