[Market Movement Analysis] Junzheng Co. soars on September 18: Storage Chips + AI Servers + Performance Growth

1. According to Jiemian News on September 15, Apple has accepted Samsung Electronics' storage chip quotes for Q1 2027, with DRAM and NAND prices rising 30% to 40% compared to Q3 this year, further strengthening expectations of storage price increases.
2. Overnight, U.S. storage stocks collectively rose, and NVIDIA's CEO expects chip sales next year to reach double this year, with sustained AI demand further boosting the storage sector.


1. According to a targeted investor survey on August 31, 2026, the company's DRAM prices continued to rise in Q3 and are expected to maintain this trend in Q4, with strong demand and tight supply; AI server demand is driving tighter supply of high-capacity Flash.
2. According to the H1 report on August 29, 2026, the company is strengthening NOR Flash R&D for AI servers and optical modules, with 512Mb SPI NOR Flash gradually ramping up production and related business maintaining rapid growth.
3. According to the H1 report on August 29, 2026, the company’s revenue for the first half of the year reached 3.957 billion yuan, a year-on-year increase of 75.95%; net profit attributable to shareholders was 1.198 billion yuan, a year-on-year increase of 489.59%.

(Disclaimer: This content is compiled and generated by AI technology from publicly available information and is for reference only. It does not constitute investment advice. Please refer to official company announcements for accuracy.)