Xuan Gu Bao·2025-09-22 08:09Market Overview - The market experienced a rebound with the three major indices slightly up, while gold stocks surged collectively, with Hunan Silver hitting the daily limit [1] - The consumer electronics sector strengthened, with companies like Luxshare Precision and others reaching their daily limits [1] - The chip sector continued its strong performance, with Demingli hitting a daily limit and companies like SMIC and Haiguang Information reaching historical highs [1] - The robotics concept stocks remained active, with Shoukai Co. recording 12 daily limits in 14 days [1] - In contrast, the film and television stocks collectively adjusted, with China Film hitting the daily limit down [1] - Overall, nearly 3,200 stocks in the Shanghai and Shenzhen markets were in the red, with a total transaction volume of 2.14 trillion [1] Storage Sector - The storage concept saw significant gains, with Demingli achieving two consecutive daily limits and companies like Wanrun Technology and Jucheng Co. rising over 10% [4] - On September 18, U.S. storage companies like Micron Technology and SanDisk rose over 5%, reaching historical highs [4] - Samsung is expected to raise prices for DRAM products by 15%-30% in Q4, while NAND prices may increase by 5%-10% [4] - Micron has notified customers that it will stop quoting prices for DDR4, DDR5, and other storage products for a week, with potential price increases of 20%-30% [4] - Minsheng Securities predicts that SSD suppliers will benefit from CSP transfer demand, with overall eSSD contract prices expected to increase by 5%-10% [5] - Guosheng Securities anticipates a comprehensive price increase in the DRAM market by the second half of 2025 due to supply-demand imbalance [6] Domestic Chip Sector - The domestic chip concept saw significant gains, with Tianpu Co. achieving 14 consecutive daily limits and companies like Dingxin Communications and Heertai also hitting daily limits [7] - On September 19, the Shanghai Stock Exchange's listing review committee is set to review the IPO of Moore Threads on September 26 [7] Apple Supply Chain - The Apple supply chain experienced a substantial rise, with Luxshare Precision and other companies hitting daily limits [11] - OpenAI has signed an agreement with Luxshare Precision to develop a consumer-grade device, currently in prototype development [11] - Apple is increasing the production of the iPhone 17 by at least 30% due to higher-than-expected demand [11] - Goldman Sachs raised Apple's target price from $255 to $280 [12]