CITIC Securities: Continue to be optimistic about storage demand exceeding expectations, expecting industry supply and demand imbalance to persist until the first half of 2027.

2026-03-07 02:41:02

Everyday Economic News AI Express, March 7th, CITIC Securities research report points out that since February, with Kioxia’s performance and guidance exceeding expectations, NAND contract prices rising in the first quarter, and domestic module manufacturer Buwei Storage releasing better-than-expected performance announcements for January-February, further confirming that the storage industry remains at a high level of prosperity. CITIC Securities continues to be optimistic about storage demand exceeding expectations, expecting industry supply and demand imbalance to persist until the first half of 2027. The core recommendations are storage module companies with strong short-term performance growth, storage manufacturers, and design companies close to the original manufacturers.

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