普冉股份洽谈存储芯片价格 部分产品较三季度改善

Group 1 - The company is negotiating with downstream customers regarding price changes for NOR Flash memory chips in the fourth quarter, indicating some price improvements compared to the third quarter [1][2] - There are signs of marginal recovery in overall industry demand, with certain product prices stabilizing and beginning to rise [2][3] - The company focuses on the research and sales of NOR Flash memory chips, which have relatively small storage capacities and are primarily used in consumer electronics, industrial control, and smart terminals [2][3] Group 2 - Unlike major storage suppliers like Samsung and SK Hynix, the company operates on a foundry model, while international firms typically adopt an IDM integrated model, allowing them to adjust prices through capacity management [3] - Industry trends suggest an improvement in storage market demand in the fourth quarter compared to mid-year, driven by inventory digestion and downstream replenishment [3] - Analysts believe that with the recovery of downstream applications and growth in high-end electronic demand, the NOR Flash market may present structural opportunities, and the company's long-term accumulation in the memory chip segment is expected to support steady growth during the industry recovery cycle [3]