2 1 Shi Ji Jing Ji Bao Dao·2025-10-16 12:22Core Viewpoint - The storage chip sector is experiencing a strong rally, with significant price increases expected in the fourth quarter, driven by rising demand and price hikes from major manufacturers [3][4]. Market Performance - On October 16, the storage chip index rose by 1.22%, with several stocks hitting their daily limit up, including Xiangnon Chip (300475.SZ) which saw a rise of over 16% [1]. - Notable performers include Dongxin Co. (688110.SH) with a year-to-date increase of 328.88%, Xiangnon Chip (300475.SZ) at 268.11%, and Demingli (001309.SZ) at 216.18% [5]. Price Trends - The global storage product price increase is expected to continue, with enterprise-level SSD prices projected to rise by over 10% in Q4, and DDR5 RDIMM prices expected to increase by approximately 10% to 15% [3][4]. - Major manufacturers like SanDisk, Micron, Samsung, and Western Digital have already announced price hikes [4]. Industry Opportunities - Domestic manufacturers are anticipated to benefit from the ongoing price increases, with opportunities arising from the shift of overseas manufacturers towards high-margin products [4]. - Analysts from Shenwan Hongyuan Securities and Guoxin Securities suggest that the recovery in the industry, particularly in the mobile and server markets, will create a favorable environment for domestic storage manufacturers [4][8]. Future Outlook - The market is expected to remain hot, with recommendations for investors to focus on domestic storage companies such as Jiangbolong, Demingli, Bawei Storage, and Zhaoyi Innovation, which are positioned to benefit from the current price increase cycle and AI-driven demand [7][8].