In half a day, the main funds increased their positions in the power equipment sector and sold off the non-bank financial sector

In the morning, the main funds had a net inflow into sectors such as power equipment, basic chemicals, and machinery, while there was a net outflow from non-bank financials, computers, and non-ferrous metals. Specifically, individual stocks saw net inflows of 1.287 billion yuan, 878 million yuan, and 871 million yuan for LONGSYS, Sunrise, and FANGDA CARBON, respectively. On the outflow side, Shenghong Technology, Cambricon, and Industrial Fulian were sold off for 1.056 billion yuan, 847 million yuan, and 733 million yuan. (First Financial)

The A-share storage chip sector has been repeatedly active, with Yitoa Intelligent Control hitting the daily limit, Puya Semiconductor rising nearly 7%, reaching a historical high, and Shannon Semi, LONGSYS, KAPPA Cloud, Netac, and others opening higher collectively

The storage chip sector continued to warm up in the afternoon, with Shannon Semi rising over 5% to reach a new high

The storage chip sector continued to warm up in the afternoon, with Shannon Semi rising over 5% to reach a new high, while LONGSYS, Ingenic, GIGADEVICE, Biwin, and iCkey all saw increases. According to data from the China Semiconductor Industry Association, the revenue of listed companies in the storage chip industry grew by 16.08% in the first three quarters, and net profit increased by 26.44%

The A-share storage chip sector rebounded after hitting a low, with Puya semiconductor rising nearly 10%, iCkey gaining over 6%, and LONGSYS, Xice Testing, and GIGADEVICE all climbing

The price increase cycle has arrived, and the performance of storage chip companies is improving

On October 30th, LONGSYS, Biwin, and other storage chip companies' stock prices hit new historical highs. The recent surge in storage chip prices over the past six months has not only boosted these companies' stock prices but also significantly improved their performance. For example, LONGSYS's net profit in the third quarter increased by 1994.42% year-on-year, while Shannon Semi's net profit in the third quarter grew by 42.81% quarter-on-quarter. Analysts expect that the price increase of AI server storage products may continue until 2026. Industry chain companies are well-prepared for the continuation of price increases and opportunities for domestic substitution