存储市场缺货潮升级，存储产业链公司业绩望显著改善；“国芯、国连、国用” 超节点智算应用“北京方案”发布——《投资早参》

Key Market News - The Ministry of Industry and Information Technology and eight other departments issued the "Work Plan for Stable Growth in the Nonferrous Metal Industry (2025-2026)", projecting an average annual growth of about 5% in the added value of the nonferrous metal industry from 2025 to 2026, with a 1.5% average annual growth in the production of ten nonferrous metals [1] Industry Insights - The DRAM and NAND flash memory markets are facing more severe shortages than previously predicted, with prices expected to rise further in Q4 2025 and 2026. Major companies like SanDisk, Micron, Samsung, and Western Digital have announced price increases, and ADATA has stopped quoting DDR4 prices while prioritizing DDR5 and NAND flash for key customers. NAND flash prices have seen a rise of about 10% recently, indicating a price increase trend in the market [2][3] - The demand for enterprise-level storage products remains high, with significant orders from large cloud service providers shifting NAND supply from consumer to enterprise markets. The DRAM price index has increased by approximately 72% over the past six months, benefiting companies in the storage industry [3] - The AICC 2025 AI Computing Conference in Beijing saw the launch of the "Beijing Plan" aimed at developing industry-specific intelligent systems through collaboration among system manufacturers, large model developers, and application innovators. The SuperPod technology is highlighted as a core innovation in AI computing infrastructure, enhancing performance and efficiency [4] - A research team led by Tsinghua University has made significant advancements in polymer electrolytes for lithium batteries, proposing a new strategy that enhances the physical contact and ionic conductivity of solid-state interfaces. This development is expected to support the commercialization of high-safety, high-energy-density solid-state lithium batteries [5] Stock Movements - Several companies have announced plans for share reductions by major shareholders, including Jingong Intelligent, Weiteng Electric, and Jinhaitong, with reductions ranging from 1% to 3% of total share capital. These reductions are primarily due to personal funding needs [6][7][8]