Storage Market Embraces New Wave of Price Increases, 17 Concept Stocks Report Profit Growth in H1
6 day ago / Read about 0 minute
Author:小编   

This year, the storage market has witnessed a broad-based surge in prices. Leading manufacturers, including SanDisk and Micron, have sequentially implemented price hikes, with spot prices for certain DRAM products experiencing notable spikes. The current round of price escalations primarily stems from supply-side reductions in production and a strategic shift in capacity towards high-end products. These factors, combined with robust demand, have propelled the industry into an upward trajectory. According to Databao's statistics, 40 individual stocks listed on the A-share market are positioned within the storage industry chain. Benefiting from the price increases of storage products, the majority of these concept stocks have seen an uptick since September, with an average increase of 5.36%. In terms of financial performance, the net profit attributable to the parent companies of 17 concept stocks has increased year-on-year for the first half of the year. Among them, one stock has successfully turned losses into profits, while four have managed to reduce their losses, culminating in a positive performance ratio of 55%.