A-share consumer electronics sector surges; Hoshine shares hit vertical limit-up in one minute

Price ActionCommodityIndustry
โดย 证券时报·CN·Read original
Summary · why it matters

On September 16, A-shares rebounded from their lows, with the STAR Composite Index surging 3.6% on heavy volume, the ChiNext Index reclaiming 3,300 points, more than 4,200 stocks rising, and turnover expanding to 1.85 trillion yuan. Consumer electronics stocks remained strong throughout the day. Jinghua Laser hit limit-up within seconds after the midday session opened, while Hoshine shares also sealed a vertical limit-up in only about one minute. MYS Group and Rapoo Technologies also hit strong limit-ups in the afternoon. Chip-related stocks rebounded sharply across the board, with Minde Electronics, GRINM Semiconductor, Zhishang Technology, and Jingsheng shares among multiple names surging by the 20% daily limit. Gettop Acoustics hit a straight-line limit-up only about seven minutes after the afternoon session opened. On the news front, market rumors suggest Apple has accepted Samsung Electronics' memory chip quotes for the first quarter of 2027, with DRAM approaching 2.0 US dollars per gigabit and NAND flash approaching 0.33 US dollars per gigabit, up 30% to 40% from quotes in the third quarter of this year. According to TrendForce, the three major original manufacturers Samsung, SK Hynix, and Micron have essentially allocated all of their 2027 DRAM and HBM capacity, with customers' actual obtainable quotas at roughly 60% to 70% of requested volumes. On the capital flow front, electronics received net main capital inflows of more than 40 billion yuan, communications received net inflows of more than 23.2 billion yuan, and Accelink Technologies received net main capital inflows of more than 3.1 billion yuan.

Impact on stocks 14

Semiconductors▲ · 2 stocks
SK Hynix Inc
000660
▲ PositiveSupplyrelevance

SK Hynix is named as one of the three major makers whose 2027 DRAM and HBM capacity is essentially fully allocated amid tight supply.

Micron Technology Inc
MU
▲ PositiveSupplyrelevance

Micron is named as one of the three major DRAM makers whose 2027 DRAM and HBM capacity is essentially fully allocated amid tight supply.

Artificial Intelligence▲ · 2 stocks
Samsung Electronics Co Ltd
005930
▲ PositiveSupplyrelevance

Samsung is named as one of the three major DRAM makers with 2027 capacity essentially allocated, and reportedly won Apple's memory chip quotes at 30-40% higher prices.

Apple Inc.
AAPL
± MixedSupplyrelevance

Apple reportedly accepted Samsung's higher memory chip quotes for Q1 2027, raising its component costs.

Others▲ · 10 stocks
Samsung Electronics Co Ltd
005930
▲ PositiveSupplyrelevance

Samsung is named as one of the three major DRAM makers with 2027 capacity essentially allocated, and reportedly won Apple's memory chip quotes at 30-40% higher prices.

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