The storage chip sector fluctuated and rose, with Shenzhen Huaqiang hitting the limit up

1、 Market performance: The sectors collectively rose, with leading individual stocks leading the gains

After the opening on April 27th, the storage chip sector quickly gained momentum, breaking away from the previous volatile consolidation trend and showing a volatile upward trend. The sector index steadily climbed, driving the related stocks of the entire semiconductor industry chain to rise together. As of the early closing, the overall growth of the sector was significant, with several core stocks performing outstandingly, becoming the core force driving the sector upwards.

Specifically, the industry leader Shenzhen Huaqiang took the lead in making efforts and quickly rose after the opening, soon sealing off the limit up board, becoming the first stock in the sector to reach the limit up, demonstrating the recognition of its leading position by funds. Shannon Xinchuang, a core player in the storage chip field, also performed outstandingly, with its intraday gains continuing to expand and ultimately closing up over 6%, showing a strong trend. In addition, stocks such as Yachuang Electronics, Jiangfeng Electronics, and Shennan Circuit have all followed suit, with gains of over 3%. Most stocks within the sector have achieved gains, presenting an overall good pattern of "leading the way and multiple points blooming".

2、 Upward logic: Performance realization+industry prosperity, dual driving the upward trend of the sector

The fluctuation and rise of the storage chip sector this time is not accidental, but the result of the continuous improvement of industry prosperity and the realization of individual stock performance. From an industry perspective, since the second half of 2025, driven by the demand for AI computing infrastructure, the storage chip market has entered a price increase cycle, and the supply-demand relationship continues to improve. The industry's prosperity is steadily rising, and this dividend is gradually spreading along the industry chain to the middle and lower reaches, benefiting multiple links such as distribution and manufacturing.

The impressive performance of individual stocks has further injected momentum into the sector's upward trend. As a leading authorized distributor of electronic components, Shenzhen Huaqiang has previously released a performance forecast, expecting a year-on-year increase of 80% -120% in net profit for the first quarter of 2026, with a storage product line shipment growth of about 250%, demonstrating strong performance growth momentum. Shannon Chip's entrepreneurial performance is even more astonishing, with a year-on-year increase of over 6700% in net profit attributable to shareholders in the first quarter. Its single quarter profit has far exceeded that of the entire year last year, fully reflecting the high prosperity of the storage industry. The continuous realization of performance has significantly boosted market confidence in the storage chip sector, driving continuous capital inflows.

3、 Industry background: AI driven demand explosion, storage industry welcomes' super cycle '

Currently, the storage chip industry is ushering in a new round of development opportunities driven by AI, becoming the core support for the long-term improvement of the sector. According to industry organizations' calculations, the demand for DRAM memory in a single AI server is 8 times that of traditional servers, and the demand for NAND Flash memory is 3 times that of traditional servers. The continuous promotion of AI computing infrastructure has given rise to a massive demand for storage chips.