Shenzhen, Jan 26, 2026, 07:26 CST — Premarket trading underway.
- Longsys ended Friday 3.37% higher at 374 yuan, capping a turbulent week for China’s storage stocks.
- A 3% shareholder block transfer went through at 212.09 yuan per share, subject to a six-month lock-up period.
- Memory-pricing signals are drawing traders’ attention as results from key global suppliers roll in this week.
Shenzhen Longsys Electronics Co., Ltd. Class A shares (301308.SZ) are set for Monday’s China market open after revealing a transfer of 12.57 million shares—3% of the company—to 54 institutional investors at 212.09 yuan each, locked up for six months. The stock closed Friday up 3.37% at 374 yuan, making the transfer price roughly 43% lower than the latest close. The filing confirmed the deal won’t affect control of the company.
That gap is significant since Longsys has been making swift, sizable moves. Blocks like these can shift traders’ perceptions of supply. The setup also offers a clear view of where institutions chose to buy shares with resale restrictions, instead of on the open market.
The market now treats memory as an “AI infrastructure” play, with headlines driving much of the price action. Korean outlets reported Samsung hiked first-quarter NAND flash prices by over 100%. Citi analysts, led by Peter Lee, forecast 2026 average selling price jumps of 88% for DRAM and 74% for flash, according to The Paper. Kioxia’s Shunsuke Nakato said their 2026 NAND capacity is already fully booked. The report also pointed to Samsung and SK Hynix’s January 29 earnings as a key moment for demand and contract pricing updates. (The Paper)
Longsys manufactures semiconductor storage products—ranging from embedded storage and solid-state drives to mobile storage and memory modules, per its company profile. Its gear finds use in everything from smartphones and wearables to data centers and automobiles. (Reuters)
The inquiry-based transfer is a mainland method for off-market block trades: sellers invite bids from institutions, establish a price, and buyers acquire shares under a lock-up. This approach helps limit immediate market impact, though the set price often draws attention as a clear indicator of “real money” demand.
Longsys faces a clear tug-of-war. While tight supply and rising contract prices for NAND flash—the non-volatile memory powering storage—and DRAM, the processor’s working memory, can boost revenue forecasts throughout the chain, module makers risk squeezed margins if price increases don’t catch up quickly.
The shareholder sale raises another issue: could there be more shares on the way? The six-month lock-up restricts immediate sales from the transferred stock, but traders will keep an eye out for further disposals by other holders if the price holds up.
The downside is obvious. Memory moves in cycles, and price surges often pull demand forward—only to drop off once customers work through their stockpiles. If key end-markets like phones, PCs, or data-center components falter, the whole “scarcity” story could unravel fast.
Monday’s focus: can Longsys maintain Friday’s gains in early trading? Storage stocks will also be under the microscope amid fresh pricing rumors. The real test comes Thursday, Jan. 29, when Samsung and SK Hynix release earnings—offering a key glimpse into whether the supply-tightness narrative remains intact.
