SK海力士全球DRAM市场蝉联第一，技术创新加速存储器市场高增长-股票-金融界

Group 1 - SK Hynix has maintained its position as the leading company in the global DRAM market for the second quarter of this year, following its first-quarter success, indicating a growing sales gap with Samsung Electronics due to its advantage in the high bandwidth memory (HBM) market [1] - Domestic policies in China are continuously promoting innovation and domestic substitution in the memory sector, with the "14th Five-Year Plan" emphasizing storage chips as a key technology focus [1] - The State Council's recent policies provide a 15% income tax reduction for memory companies, and the Ministry of Industry and Information Technology has allocated 12 billion yuan for 3D NAND research and development in 2024 [1] Group 2 - Omdia reports that the global DRAM industry sales reached $30.916 billion (approximately 220.604 billion yuan) in the second quarter, a 17.3% increase from the previous quarter, driven by rising DRAM contract prices and increased HBM shipments [1] - Looking ahead, Omdia forecasts that global HBM demand will reach 230 million GB by 2025, with a compound annual growth rate of 41%, and Chinese AI chip companies' procurement share is expected to rise to 35% [2] - The A-share market is anticipated to see continued price increases in the storage sector in the third and fourth quarters, driven by AI demand and the growth of high-value products, highlighting potential investment opportunities in leading companies benefiting from price hikes and domestic substitution [2]