Storage chip concept active, Bawei Storage hits new high! Computing power + storage + cybersecurity all surge, Huabao Fund Xinchuang ETF (562030) reaches up to 3.49%

Today (March 18), the AI industry chain collectively launched a counterattack, with domestic computing power and storage chip concepts jointly rising. The Focus on Independent and Controllable Information Technology Innovation ETF (562030) saw its intraday increase reach as high as 3.49%, closing up 2.94%.

In terms of specific sectors, leading storage chip company Baiwei Storage rose over 9%, hitting a new historical high; Jiangbolong increased more than 8%. Leading domestic computing power company Dongfang Guoxin surged over 16%, and Borui Data gained more than 7%. Cybersecurity leader Green Alliance Technology rose over 8%.

On the news front, three major sub-sectors of the information innovation track have seen positive developments:

1. Storage Chips: The global storage chip market is experiencing unexpectedly high price increases. In Q1 2026, consumer electronics storage prices are expected to increase by over 60% compared to Q4 2025, with NAND flash memory prices soaring over 70% month-on-month, setting a record for the highest quarterly increase in recent years. Industry insiders point out that AI’s demand for high-bandwidth memory remains strong, manufacturers’ inventory replenishment needs are intense, and multiple factors are amplifying the supply shortage in the market.

2. Cybersecurity: Tencent’s Qclaw is entering public testing, boosting the “lobster farming” trend again. Notably, NVIDIA’s NemoClaw is building protective mechanisms to enable agents to be deployed safely on a large scale. Huadong Securities notes that in AI security governance, data encryption, privacy protection, algorithm interpretability, and transparency are the foundation for healthy AI industry development, and breakthroughs are expected in these areas.

3. Domestic Computing Power: Alibaba Cloud announced price increases for AI computing power and storage. The surge in token usage has driven product price hikes, and the entire computing power industry chain may enter a “full-chain inflation” cycle. Guojin Securities states that industry prosperity will extend from core chips to AIDC, cloud and computing services, supporting power equipment, and servers. JPMorgan Chase points out that the explosion in usage directly drives growth in the domestic computing power industry chain.

Guotai Junan Securities highlights that the information innovation industry features a recovery in prosperity, improved product performance, and leadership in domestic computing power. Currently, the domestication rate of hardware and software remains relatively low. Over the next two years, influenced by the “2+8+N” policy, related orders are expected to accelerate, and sub-sectors like domestic computing power can further promote the development of the entire information innovation chain.

Institutional reference sources: ① Huadong Securities’ September 10, 2025, report “Computer Industry Event Review: Release of AI Security Governance Framework v1.0, Focus on AI Security Opportunities”; ② Guojin Securities’ February 18, 2026, report “Forecast of the Full-Chain Inflation Cycle in the Computing Power Industry by 2026”; ③ JPMorgan Chase’s February 6, 2026, report “China’s AI Inflection Point”; ④ Guotai Junan Securities’ June 10, 2025, in-depth analysis and thematic comments on the industry.

Note: The subscription and redemption agency for the information innovation ETF can charge a commission of up to 0.5%, including related fees from stock exchanges, registration agencies, etc. The subscription fee for the Information Innovation ETF Connect A is 1% for amounts under 1 million yuan, 0.6% for 1-2 million yuan, and a flat 1,000 yuan per transaction for amounts over 2 million yuan; redemption fees (post-entry charges) are detailed in the fund legal documents; no sales service fee is charged. The Connect C shares do not charge a subscription fee; redemption fees are detailed in the fund legal documents; sales service fee is 0.3%.

Risk warning: The Information Innovation ETF passively tracks the CSI Information Innovation Index, which was launched on December 21, 2012, with a base date of December 29, 2017. The index component stocks are adjusted periodically according to the index rules. Past backtested performance does not predict future performance. The stocks mentioned are for display purposes only; descriptions do not constitute investment advice and do not reflect holdings or trading activities of any funds managed by the manager. The risk level of this fund, assessed by the fund manager, is R3—medium risk, suitable for balanced (C3) and above investors. Suitability matching opinions are subject to the sales institution. Any information in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, or any other statements) is for reference only; investors are responsible for their own investment decisions. The opinions, analyses, and forecasts in this article do not constitute investment advice and the fund manager is not responsible for any direct or indirect losses resulting from the use of this content. Fund investments carry risks; past performance does not guarantee future results. The performance of other funds managed by the fund manager does not guarantee the performance of this fund. Investors should exercise caution.

MACD Golden Cross signals have formed, and these stocks are on a good upward trend!