A-share volatility | Seagate executives triggered supply and demand concerns, causing a decline in storage stocks; Demingli and Jiangbo Long fell by more than 7%.

Gelonghui, May 19 | Overnight, U.S. storage concept stocks collectively closed lower. Coupled with declines in Samsung Electronics and SK Hynix in South Korea's market this morning, A-share storage concept stocks were dragged down significantly. Among them, Zhongke Instrument fell more than 8%, while Kexiang Shares, Jingsheng Shares, Demingli, and Jiangbo Long dropped over 7%. Baiwei Storage, Wanrun Technology, and Shannon Core Creation fell more than 6%, and Shennan Circuit, Lansi Technology, Guanghe Technology, Hengkun New Materials, and Bojie Shares declined over 5%. In terms of news, Seagate Technology, one of the four major U.S. storage giants, closed down 6.87% last night, dragging the entire storage sector lower. Seagate CEO Dave

Gelonghui FinanceMay 19 10:12

Shannon Xinchuang (300475.SZ): The main distribution products include enterprise-level storage products such as DRAM and NAND.

Gelonghui, May 15th丨Xiangnong Xinchuang (300475.SZ) stated on an interactive platform that the company’s main revenue comes from semiconductor distribution business. Its primary distributed products include enterprise-level storage products such as DRAM and NAND, which are applied in servers used for data center construction and other fields. The subsidiary, United Creation Technology Co., Ltd., became an AMD distributor in 2024. The company leverages the synergistic effect of its sales channels to sell new products to existing customers, meeting their diverse needs, which helps enhance customer loyalty and strengthen the company’s competitiveness.

Gelonghui FinanceMay 15 14:32

Shannon Xinchuang (300475.SZ): The storage industry is currently in a period of high prosperity, with overall supply failing to meet demand.

Gelonghui, May 15th ┃ Xiangnong Core Creation (300475.SZ) stated on its interactive platform that its subsidiary, Haipu Core Creation, engages in the independent research and sales of enterprise-level storage products. Its current product lineup includes DDR4, DDR5, and eSSD enterprise-level solutions. The storage industry is currently experiencing a high level of activity with overall supply failing to meet demand. The company’s distribution and self-research businesses are benefiting from the industry’s growth momentum, and the favorable market conditions are conducive to promoting and selling various enterprise-level storage products offered by Haipu Core Creation.

Gelonghui FinanceMay 15 14:29

A-share storage-related concept stocks performed strongly as a group, with Shannon Xinchuang rising over 9% and Biwin Storage increasing by more than 6%.

Gelonghui reported on May 11 that the 'six overseas storage giants' covered by Gelonghui surged collectively, with SK Hynix, Samsung Electronics, Micron Technology, SanDisk, and Seagate Technology all hitting record highs. This stimulated a strong rally in storage-related stocks in China's A-share market. Among them, Puyan Co., Ltd. surged 20%, Tongyou Technology rose over 19%, Lanchip Technology gained over 14%, Hengshuo Co., Ltd. increased by 13%, Jiangbo Long and Shenke Da both rose over 12%, Hongban Technology and Bojie Co., Ltd. surged 10%, Changdian Technology and Shannon Core Creation climbed over 9%, Jingzhida and GigaDevice both gained over 8%, Guanghe Technology, Juchenyuan Co., Ltd., Feikai Materials, and Shengbang Co., Ltd. all rose over 7%.

Gelonghui FinanceMay 11 10:07

Express News | The concept of memory chips remains highly active, with Netac Technology surging over 10%.

BreakingsMay 7 09:34

Global Resonance! From the Big Four of US Stocks to the 'Korean Duo,' the Storage Chip Frenzy Ignites the A-Share Market, with Multiple Stocks Including Biwin Storage Hitting New All-Time Highs

Gelonghui reported on May 6th that peripheral storage concept stocks hit record highs, driving the collective rise of A-share storage chip stocks. Among them, Dapu Micro-UW20CM surged by the daily limit, Jiangbo Long increased by 15%, Netac Technology rose over 14%, Puya Semiconductor climbed more than 13%, Montage Technology gained over 12%, Shannon Xinchuang and Hengshuo Semiconductor both rose over 11%, Biwin Storage and Shangluo Electronics increased over 10%, TFME, Yingxin Development, and Demingli hit the 10CM limit up, GigaDevice and Guanghe Technology rose over 9%, Tongyou Technology gained over 8%, Maxio Technology, Giantec Semiconductor, Hangyu Microelectronics, Bojie Shares, Taichi Industrial, and Beijing Junzheng all rose over 7%. It is worth noting.

Gelonghui FinanceMay 6 09:55