Xuan Gu Bao·2025-09-30 08:23Market Overview - The market showed a fluctuating upward trend this month, with all three major indices closing higher. The ChiNext Index rose over 12%, reaching a three-year high, while the Sci-Tech 50 Index increased by over 11%, marking a nearly four-year high [1] - Key market hotspots included the semiconductor industry chain, robotics, and energy storage. Notably, stocks like Demingli doubled in price, and several semiconductor stocks, including SMIC and Huahong, reached historical highs [1] Daily Highlights Flash Memory - The storage sector saw significant gains, with stocks like Zhongdian Xilong, Demingli, and Jiangbolong hitting the daily limit. U.S. storage stocks also surged, with SanDisk up 16.87% and Western Digital up 9.23% [4] - A recent report from CFM Flash Memory Market projected a price increase of over 10% for server eSSD and 10-15% for DDR5 RDIMM by Q4 2025 [4] - Major storage manufacturers, including SanDisk and Micron, announced price hikes, indicating a potential upward trend in NAND flash memory prices [4] Nonferrous Metals - The nonferrous metals sector continued to rise, with stocks like Boqian New Materials and Jingyi Co. hitting the daily limit. The price of tin surged due to supply concerns following the Indonesian government's crackdown on illegal mining [7] - Tin prices reached 280,000 CNY/ton and 35,500 USD/ton, both marking new highs since mid-April [7] Artificial Intelligence Large Models - The AI large model sector experienced a significant increase, with stocks like Wangda Software and Danghong Technology hitting the daily limit. DeepSeek announced a major update that reduced API costs by over 50% [9] - OpenAI is reportedly set to release a new video generator application, Sora 2, which will allow users to create videos up to 10 seconds long [9] Stock Performance - Notable stock performances included: - Jiangbolong: +20.00% [15] - Demingli: +10.00% [15] - Wangda Software: +10.01% [10] - The overall trading volume in the Shanghai and Shenzhen markets reached 2.18 trillion CNY [1]