7月10日，A股存储芯片板块集体高开，其中普冉股份（688766）强势涨停，涨幅达20%，触发科创板20%涨停板限制。此次大涨主要受到多重利好因素推动：一方面，全球存储芯片市场供需关系持续改善，价格触底反弹，行业景气度回升；另一方面，国产替代进程加速，国内厂商在NOR Flash、EEPROM等细分领域技术不断突破，市场份额稳步提升。作为国内领先的非易失性存储器芯片设计企业，普冉股份凭借低功耗、高可靠性产品，在消费电子、物联网及汽车电子等领域获得广泛应用，近期订单饱满，业绩预期向好。此外，国家对半导体产业的政策支持力度加大，也为相关企业创造了良好的发展环境。市场分析人士指出，随着AI、智能终端等新兴应用对存储需求的持续增长，存储芯片板块有望延续强势表现，但投资者也需关注行业周期波动及估值合理性。
On July 10, the memory chip sector in China’s A-share market opened higher across the board, with Puya Semiconductor (stock code: 688766) surging by the daily trading limit of 20%, hitting the maximum allowed gain for STAR Market stocks. The rally was driven by multiple positive factors: global supply-demand dynamics in the memory chip market have improved, leading to a price rebound and renewed industry momentum. Additionally, the acceleration of domestic substitution has enabled Chinese firms like Puya to make significant technological advances in niche segments such as NOR Flash and EEPROM, steadily expanding their market share. As a leading Chinese designer of non-volatile memory chips, Puya has gained widespread adoption of its low-power, high-reliability products in consumer electronics, IoT, and automotive electronics, supported by strong recent order inflows and optimistic earnings expectations. Moreover, increased government policy support for the semiconductor industry has created a favorable environment for domestic players. Analysts note that rising demand from AI and smart devices could sustain the sector’s strength, though investors should remain mindful of cyclical volatility and valuation levels.
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