A-share storage stocks surged to their daily limit, while leading storage stocks in South Korea and Taiwan experienced significant declines

Today (March 4th), the global storage sector showed significant divergence. A-shares bucked the trend, with Demingli and Biwin Storage both hitting their daily limit, leading the sector's gains. Jiangbolong rose over 10%, and other stocks such as Langke Technology and Puran also saw strong gains.

The strength of the A-share storage sector is supported by strong individual stock performance and a robust industry outlook. Biwin Storage released its 2026 January-February earnings forecast yesterday, projecting increased profits during the period. From an industry perspective, storage chips are in a new round of price increases, and the global storage market has entered a seller's market, with a clear upward price trend throughout the year.

In stark contrast to the A-share market's strength, overseas storage-related sectors collectively faced pressure. The South Korean KOSPI index plunged 12.06%, Samsung Electronics fell 11.74%, and SK Hynix dropped 9.58%; the Taiwan Weighted Index also fell 4.35%, with TSMC declining 3.62%. The decline in these markets was due to the combined effects of the spread of risk aversion in the Middle East and concerns about industry cycles.