en.Wedoany.com Reported - Memory chip concept stock Shannon Xinchuang released its Q1 2026 performance forecast on the evening of April 7th. It is estimated to achieve a net profit attributable to shareholders of 1.14 billion to 1.48 billion yuan, representing a year-on-year increase of 6714.72% to 8747.18%. The single-quarter profit exceeds the company's full-year 2025 net profit of 544 million yuan. According to Shannon Xinchuang's announcement, the reason for the dramatic profit surge is the increased demand for generative artificial intelligence applications driving industry prosperity upward, coupled with continuous price increases for enterprise-grade storage products, leading to a significant improvement in the company's profitability. Shannon Xinchuang's own brand "Haipu Storage" has launched two major product lines: enterprise-grade SSD and DRAM. These products have completed certification and adaptation for major domestic server platforms and entered mass production, with this segment achieving annual profitability for the first time.

Besides Shannon Xinchuang, Demingli disclosed its performance forecast on March 31st, expecting to achieve a net profit attributable to shareholders of 3.15 billion to 3.65 billion yuan in Q1 2026, turning a profit year-on-year compared to a loss of 69.0877 million yuan in the same period last year. According to Demingli's announcement, against a backdrop of tight supply, industry prosperity continues to rise, and storage prices keep increasing. The company, relying on its previous sufficient strategic reserves of raw materials, has seen continuous improvement in profitability. Biwin Storage also previously disclosed its performance forecast for January to February 2026, expecting revenue of 4 billion to 4.5 billion yuan, a year-on-year increase of 340% to 395%; and a net profit attributable to shareholders of 1.5 billion to 1.8 billion yuan, a year-on-year increase of 921.77% to 1086.13%.

This round of storage price hikes is driven by explosive global AI investment growth. According to a Shanghai Securities News report, Samsung and SK Hynix issued notices to customers on March 2nd, announcing a uniform increase of approximately 40% in Q2 DDR5 chip prices, with some storage product price increases reaching up to 100%. At an investor meeting on February 20th, SK Hynix stated that its 2026 HBM production capacity is fully sold out, and DRAM and NAND inventories have dropped to a critical low level sufficient for only about four weeks. Memory prices are expected to continue rising throughout 2026. Feng Li, President of SEMI China, stated that global memory production value will exceed $550 billion in 2026, surpassing the foundry scale for the first time and becoming the primary growth driver of the semiconductor industry. According to statistics from Securities Times · Data Bao, among 55 A-share memory sector stocks, 24 are followed by 5 or more institutions, accounting for over 40%.

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