中信证券：预计Q3主流、利基存储价格有望全面上涨

Core Viewpoint - The report from CITIC Securities indicates an expected comprehensive price increase for mainstream and niche storage products in Q3 2025, driven by the traditional peak season for consumer electronics, leading to a positive outlook for storage manufacturers in Q3 [1] Group 1: Market Trends - DDR4 and NOR Flash prices are anticipated to rise, prompting a recommendation for leading storage chip design companies [1] - Some DDR4 prices have surged past DDR5 prices, and with original manufacturers gradually exiting the DDR4 market, the penetration rate of DDR5 is expected to accelerate [1] Group 2: Investment Recommendations - Focus on storage chip design leaders is advised, along with attention to storage module distributors [1]