The electronic chemicals sector ranks among the top in terms of gains, with storage chip-related stocks remaining highly active.

① This week, the three major A-share indices showed mixed performance, with the ChiNext Index surging 3.50% on a weekly basis, reaching a new all-time high; ② The electronic chemicals sector led the gains, with Zhongchuan Special Gas rising 82.30% over the week; ③ Stocks related to memory chips remained highly active, driven by the rapid expansion of AI computing infrastructure, which may continue to push memory chip prices higher.

cls.cnMay 16 14:16

A-share storage chip-related stocks continued to perform strongly, with Demingli, Dapu Microelectronics, and Montage Technology all hitting record highs.

Gelonghui, May 14th | The concept stocks of memory chips in the A-share market continued to perform strongly. Among them, Jingsheng Shares surged by 20%, Kexiang Shares increased by over 10%, Demingli rose more than 7%, Dapuwei-UW and Yingtang Intelligent Control climbed over 6%, and Montage Technology gained 5%. Notably, companies including Jingsheng Shares, Kexiang Shares, Demingli, Dapuwei, Montage Technology, Yingtang Intelligent Control, and Delong Laser all reached their all-time highs.

Gelonghui FinanceMay 14 10:06

Demingli: It is expected that the supply in the storage industry will remain tight within the year.

Gelonghui, May 14 - Demingli stated during an institutional research session that the current upcycle in the storage industry differs significantly from previous historical cycles. It represents a new phase of industry development driven by multiple factors, including AI-driven demand surges and the concentration of industry supply resources in high value-added areas. The accelerated deployment of AI inference applications is creating long-term, extensive market opportunities for the storage industry. Market research firm TrendForce forecasts that contract prices for standard DRAM will increase by 58%-63% quarter-on-quarter in the second quarter of 2026, while NAND Flash contract prices will rise by 70%-75%. Mainstream institutions remain optimistic about the industry’s prospects.

Gelonghui FinanceMay 14 08:08

Express News | 2 PM Quick Commentary: Afternoon trading volume rises, local hotspots continue to show strength

BreakingsMay 13 14:07

Express News | The concept of storage chips rebounded sharply, with Dapu Microelectronics surging over 10% to reach a new high since its listing.

BreakingsMay 13 11:09

Donghai Securities: Leading CSP Capex Continues to Rise, AI Supply Chain Companies Show Impressive Performance

AI remains the main narrative for the future, with the localization rate of related industrial chains continuing to rise.

Zhitong FinanceMay 12 14:55