千亿巨头启动IPO，存储芯片行情被点燃，涨价趋势将延续至Q3？

Group 1 - The storage chip sector has seen significant gains, with multiple companies experiencing stock price increases, including a limit-up for Bomin Electronics and over 5% gains for several others [1][2] - Longxin Technology, the largest DRAM storage company in China, has initiated the process to list on the STAR Market, aiming to enhance its market position [2][3] - Longxin Technology was established in 2016 with a registered capital of 60.19 billion yuan, focusing on the R&D, design, production, and sales of DRAM products [3] Group 2 - The global storage chip market is primarily dominated by South Korean companies Samsung and SK Hynix, along with American Micron Technology, while domestic companies like Longxin are striving to catch up [3] - Longxin's DRAM shipment volume is projected to increase by 50% year-on-year by 2025, with its market share expected to rise from 6% to 8% within the same timeframe [3] - Longxin Technology's valuation reached 140 billion yuan in its latest strategic financing round in 2024 [4] Group 3 - The storage chip market has shown signs of recovery since March, with significant price increases driven by supply reductions and heightened demand from AI-related products [5] - DDR4 memory prices surged by 53% in May, marking the largest increase since 2017, while Micron's prices jumped by 50% in June, leading to a rare situation of "money without goods" [5] - Analysts expect revenue growth for major storage manufacturers in Q2, with storage module manufacturers likely to reach a profitability turning point [5]