Xuan Gu Bao·2025-09-12 02:46Market Overview - On September 12, the storage sector experienced a significant opening surge, with companies like Deminor hitting the daily limit, and others such as Dongxin Co., Jiangbolong, and others seeing substantial increases [1] Company Insights - Xingsen Technology (002436.SZ): A pioneer in the domestic IC packaging substrate industry, with applications in mobile memory modules [3] - Deminor (001309.SZ): Transitioning from losses and planning to reduce holdings; has established a comprehensive storage product matrix including mobile storage and solid-state drives [3] - Dongxin Co. (688110.SS): One of the few companies in mainland China providing a full range of storage chips including NAND Flash, NOR Flash, and DRAM [3] - Jiangbolong (301308.SZ): A leading domestic storage module company, with memory products covering mainstream types like LDDR memory modules [3] - Beiyi Innovation (603986.SS): A leader in the storage field, focusing on the development and sales of memory chips and microcontrollers, ranking first globally in non-foundry Flash supply [3] Industry Trends - Major US storage leaders like Micron and SanDisk saw collective gains, with SanDisk announcing a 10% price increase across all channels for consumer products, indicating a potential new pricing cycle due to changing supply-demand dynamics [5][6] - The global DRAM market size increased approximately 17% quarter-on-quarter to $30.9 billion in Q2 2025, driven by the rise of generative AI and increasing demand for DRAM contracts and HBM shipments [6] - Nvidia's launch of the RubinCPX GPU aims to enhance speed in handling massive data, utilizing GDDR7 memory, which could lead to increased demand for DRAM [5][6] - The establishment of Changchun's third phase company marks a significant step in China's semiconductor industry, potentially breaking the monopoly of Samsung and SK Hynix in the NAND market [6]