格隆汇9月29日丨有投资者通过互动平台向中际旭创(300308.SZ)提问：公司产品是否可用于英伟达 GB200GPU？ 中际旭创(300308.SZ)回复：公司产品可以适配的。 ...

格隆汇9月29日丨通鼎互联(002491.SZ)在投资者互动平台表示，公司通过参股上海屹锂新能源科技有限 公司(截至2025年9月末持股2.36%)布局了固态电池领域，并持续关注新兴产业的动态与发展机会，助力 企业可持续发展。 ...

格隆汇9月29日丨新开普(300248.SZ)在投资者互动平台表示，公司一校通一体机解决方案，已经多轮测 试验证，并获得了鲲鹏与华为技术认证书授权及开源openEuler社区版全栈调优测试认证。同时，公司 推出的"星普大模型"已与海光CPU处理器、DCU加速卡系列完成深度适配认证。 ...

格隆汇9月29日丨旋极信息(300324.SZ)在投资者互动平台表示，网传阿里巴巴同步参与持股浙江曲速公 司的信息不属实。 ...

格隆汇9月29日丨云图控股(002539.SZ)在投资者互动平台表示，公司雷波牛牛寨北矿区包括东段和西段 磷矿，共计磷矿资源储量4.1亿吨。其中，东段拥有磷矿石资源储量1.81亿吨；西段拥有磷矿石资源储量 2.29亿吨。 ...

格隆汇9月29日丨南京聚隆(300644.SZ)在投资者互动平台表示，公司目前产品不涉及到超高分子量聚乙 烯材料。 ...

格隆汇9月29日丨南京聚隆(300644.SZ)在投资者互动平台表示，公司子公司聚隆复材聚焦碳纤维复材零 部件与无人机整机组装制造相关业务。聚隆复材建成从复材结构件到整机总装的一站式产线，可批量提 供发动机短舱、壳体、辅助承力层、舱段盖板、透声板、复合裙等核心零部件，并同步完成多旋翼、倾 转旋翼、复合翼无人机的整机装配交付。 ...

Core Viewpoint - Lijun Group has completed the enrollment phase of its phase III clinical trial for the weight loss indication of Semaglutide injection, which is designed in a head-to-head manner with the original product [1] Group 1 - The clinical trial is progressing smoothly with ongoing follow-up [1] - The company will continue to promote project progress through scientific and efficient research strategies [1] - Research results and subsequent application plans will be disclosed in a timely manner according to regulatory requirements [1]

Core Viewpoint - The current storage cycle is characterized by "conservative expectations" and is driven by increased CAPEX from North American CSPs and overflow demand for HDDs, with expectations of sustained storage market growth at least until the second half of 2026 [1][2]. Supply Side - The previous storage cycle began in June 2023, with major manufacturers reducing production, leading to a balance in supply and demand for DRAM and NAND Flash, resulting in price increases of 20%-70% for DRAM and 80%-200% for NAND Flash from their lows [1][2]. - Current NAND production capacity utilization is around 80%+, with cautious CAPEX planning from NAND manufacturers, which may create a supply gap [4][5]. - Major NAND manufacturers have announced production cuts of 10%-15% since December 2024, focusing on higher-tier products and reducing supply of lower-tier products [2][4]. Demand Side - The surge in AI CAPEX is driving demand for data center storage, with expectations of an 81% and 64% year-on-year increase in AI CAPEX for 2025 and 2026, respectively [3]. - There is a significant supply shortage of HDDs, leading CSPs to consider transitioning to eSSD for cold data storage, with enterprise SSD demand projected to reach 339.2 billion GB by 2026, a 35% increase year-on-year [3][5]. Price Trends - Since September, NAND manufacturers have begun to raise prices, with SanDisk announcing a price increase of over 10% for flash products due to high demand for enterprise eSSD and tight supply of lower-tier products [6]. - NAND Flash wafer and module prices have seen slight increases, with expectations of a 5%-10% price rise in Q4 2025 [6]. Investment Strategy - The industry is optimistic about the sustained demand for enterprise SSDs, with recommendations to focus on companies that are rapidly advancing in enterprise storage and benefiting from price increases [8].

格隆汇9月29日丨新华通讯频媒(00309.HK)发布公告，该公司的股份将于今天(29/9/2025)上午九时正起 恢复买卖。 ...