DKEM(SZ:300842) Zheng Quan Shi Bao·2025-10-17 18:52Group 1: Market Trends and Performance - A total of 173 listed companies received institutional research during the week of October 13 to 17, with approximately 20% of the researched stocks achieving positive returns, led by Huicheng Environmental with a 20.08% increase [1] - The technology sector remained a focus for research despite experiencing adjustments, with companies like Dike Co., Nengke Technology, and Aipeng Medical attracting around 100 institutional inquiries [1] Group 2: Semiconductor Industry Insights - The storage industry is witnessing a continuous price increase, prompting institutions to explore investment opportunities [2] - Dike Co. indicated a positive outlook for the storage sector, expecting revenue growth in its storage business, and is planning to acquire Jiangsu Jingkai to enhance its integrated capabilities in DRAM chip application development and testing [2] - Deep Technology stated that its semiconductor packaging and testing business is progressing steadily, with capacity utilization meeting order demands [2] - Demingli projected a favorable trend for the storage industry cycle, driven by advancements in NAND technology and increasing demand for high-speed storage due to AI applications [2] Group 3: Policy Impact on Companies - The recent issuance of guidelines for AI model deployment in government sectors is expected to enhance the intelligent service upgrade in the public sector, as noted by Nanwei Software [3] - Zhongjin Irradiation plans to strengthen communication with cobalt suppliers to mitigate costs following the implementation of cobalt export quotas in the Democratic Republic of the Congo [3] - Zhongji United has prepared sufficient inventory to manage potential tariff changes, ensuring minimal short-term impact on operations while maintaining communication with clients to adjust pricing strategies as needed [3] Group 4: Banking Sector Developments - Bank stocks have become a safe haven during market adjustments, leading to increased research interest [4] - Shanghai Bank reported a more than 6% increase in stock price and plans to maintain a stable dividend policy, with a cash dividend ratio of no less than 30% over the next three years [4] - Ningbo Bank's stock rose by 4%, with the bank emphasizing its commitment to expanding financial services to meet the financing needs of the real economy while ensuring steady growth in credit [4]