Huan Qiu Wang·2025-10-19 02:22Group 1: Institutional Research Trends - Institutional investors remain enthusiastic about research, with 173 listed companies receiving institutional visits from October 13 to 17, focusing on the semiconductor and banking sectors [1] - The semiconductor industry, particularly in the storage sector, has become a core focus for institutions, driven by rising market prices and positive performance expectations [1] Group 2: Semiconductor Industry Insights - DiKe Co. indicated that the storage industry outlook is positive, with expected revenue growth in its storage business due to ongoing price increases [1] - The company is planning to acquire Jiangsu Jingkai, which will enhance its integrated layout from DRAM chip development to packaging and testing, potentially improving profitability [1] - Deep Technology confirmed stable processing fees in its packaging and testing business, with capacity utilization meeting current order demands and plans for gradual expansion based on future customer needs [1] - Demingli expressed optimism about the storage industry's future, anticipating that AI-driven high-speed storage demand will be a new growth point [1] Group 3: Banking Sector Developments - The banking sector has seen increased research interest, with banks like Shanghai Bank and Ningbo Bank emphasizing their high dividend strategies as a safe investment during market volatility [3] - Shanghai Bank committed to maintaining a cash dividend ratio of no less than 30% annually for the next three years (2025-2027), providing attractive returns for investors [3] - Ningbo Bank plans to leverage policy benefits to expand its financial services and maintain reasonable credit growth, aiming to enhance performance and shareholder returns [3] Group 4: Policy Impact on Companies - The release of guidelines for the deployment of AI in government sectors is seen as a positive direction for the healthy development of the industry, as noted by Nanwei Software [2] - Zhongjin Irradiation is addressing potential cost pressures from the cobalt export quota system by enhancing supplier communication and developing alternative technologies [2] - Zhongji United has prepared sufficient inventory overseas to mitigate short-term impacts from tariff changes and plans to adjust sales strategies in collaboration with clients [2]