7月10日，A股存储芯片概念股普冉股份（688766.SH）盘中大涨超7%，股价一度突破240元，再创历史新高。此次上涨主要受益于全球存储芯片行业景气度持续回升，叠加国产替代加速推进的双重利好。近期，DRAM和NAND Flash等主流存储产品价格连续多个季度上涨，行业供需关系明显改善。作为国内领先的低功耗Nor Flash和EEPROM供应商，普冉股份凭借技术优势和客户资源，在消费电子、可穿戴设备及汽车电子等高增长领域持续拓展市场份额。此外，公司积极布局车规级存储芯片，已通过多家头部车企认证，未来有望成为新的业绩增长点。市场分析人士指出，随着AI终端、智能汽车等新兴应用对高性能、低功耗存储芯片需求激增，普冉股份的技术积累和产品布局正迎来黄金发展期。投资者对其长期成长性保持乐观，推动股价持续走强。
On July 10, Puya Semiconductor (SHA: 688766), a leading Chinese memory chip company, surged more than 7% during trading, with its share price briefly surpassing RMB 240 and hitting a new all-time high. The rally is primarily driven by the sustained recovery in the global memory chip industry and accelerated domestic substitution efforts in China. Prices of mainstream memory products such as DRAM and NAND Flash have risen for several consecutive quarters, significantly improving supply-demand dynamics. As a domestic leader in low-power Nor Flash and EEPROM solutions, Puya has been expanding its market share in high-growth sectors including consumer electronics, wearables, and automotive electronics, thanks to its technological edge and strong client relationships. Moreover, the company is actively developing automotive-grade memory chips and has already secured certifications from several major automakers, positioning this segment as a potential new growth driver. Analysts note that surging demand for high-performance, low-power memory chips from emerging applications like AI-enabled devices and smart vehicles aligns perfectly with Puya’s product roadmap and technical capabilities, marking a golden period for its long-term growth. Investor confidence in the company’s future prospects continues to fuel its upward stock momentum.
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