A-share storage sector has corrected, with some names down more than 40%. At Huaqiangbei spot, 16GB DDR5 modules are quoted 1,400–1,600 yuan, 32GB 2,000–3,000+ yuan, and 1TB SSDs 800–1,000+ yuan — slightly below recent peaks but still elevated. Sales volumes have fallen about 20–30% since October. Channel sellers under funding pressure are liquidating to raise cash, causing modest local markdowns, but high-cost inventory limits deeper cuts, leaving quotes firm, turnover thin and pockets of price

A-share storage sector has corrected, with some names down more than 40%. At Huaqiangbei spot, 16GB DDR5 modules are quoted 1,400–1,600 yuan, 32GB 2,000–3,000+ yuan, and 1TB SSDs 800–1,000+ yuan — slightly below recent peaks but still elevated. Sales volumes have fallen about 20–30% since October. Channel sellers under funding pressure are liquidating to raise cash, causing modest local markdowns, but high-cost inventory limits deeper cuts, leaving quotes firm, turnover thin and pockets of price inversion; channel inventory and funding stress are accumulating.