集体爆发，海外传来利好消息

Core Viewpoint - The storage chip sector is experiencing a significant surge, with both A-share and overseas stocks seeing substantial price increases, driven by anticipated price hikes in the market starting September 2025 [1][5][6]. Group 1: Market Performance - On September 30, A-share storage chip stocks rose sharply, with Jiangbolong increasing over 18%, and several other stocks like Jucheng and Baiwei Storage rising over 10% [1]. - Overseas storage chip stocks also saw notable gains, with SanDisk up nearly 17%, Western Digital up over 9%, and Micron up over 4% [1][3]. Group 2: Price Increase Signals - A new round of price increases in the storage market is expected to begin in September 2025, with SanDisk announcing a price hike of over 10% for all products [5]. - Micron has notified channel partners of a price increase of 20%-30% for its storage products, effective from September 12, halting all pricing for DDR4, DDR5, and other products for a week [5]. Group 3: Future Price Trends - Analysts predict that the price of conventional DRAM will see a quarter-on-quarter increase of 10%-15% and 8%-13% in Q3 and Q4 of 2025, respectively [5]. - NAND Flash prices are also expected to rise by 3%-8% and 5%-10% in Q3 and Q4 of this year [5]. Group 4: Technological Shifts - The demand for enterprise-level SSDs is increasing due to the explosion of AI infrastructure, leading to a supply shortage of traditional HDDs [6]. - The market is shifting towards high-capacity QLC SSDs, which are expected to see explosive growth by 2026 [6].