SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-09-21 23:32Important Market News - The State Council Information Office announced a press conference scheduled for September 22, 2025, to discuss the achievements of the financial industry during the "14th Five-Year Plan" period, featuring key officials from the People's Bank of China, financial regulatory authorities, and the China Securities Regulatory Commission [1] Industry Insights - The storage market is experiencing a second wave of price increases, with SanDisk raising prices by over 10% and Micron announcing a 20%-30% price hike for its storage products. This surge is driven by increased demand from cloud service providers, which are expected to boost capital expenditures by $18 billion in the 2025 fiscal year, significantly impacting AI-related storage needs. Micron's upcoming Q4 2025 earnings report is anticipated to exceed market expectations, with both DRAM and NAND sales and prices expected to rise [2] - The laser radar market is booming due to high demand in the robotics sector, with sales of domestic laser radar sensors nearly doubling year-on-year in the first half of the year. Industrial robot production reached 370,000 units, and service robots totaled 8.824 million units, marking increases of 35.6% and 25.5%, respectively. The laser radar market is projected to reach ¥24.07 billion by 2025 and ¥43.18 billion by 2026, driven by advancements in AI and robotics [3] - The 2025 Suining International Lithium Battery Industry Conference highlighted plans for the Ministry of Industry and Information Technology to enhance industry coordination and prevent low-level redundant construction. The new battery industry is expected to grow from $480 billion to $780 billion between 2025 and 2030, with a focus on solid-state batteries, sodium-ion batteries, and fast-charging technologies. Solid-state batteries are anticipated to achieve mass production by 2027 [4]