电子茅台价格暴涨快过黄金！企查查：存储相关企业存量已超120万家

Core Insights - Samsung Electronics, the world's largest memory chip manufacturer, reported a 19% quarter-over-quarter sales increase in its chip business for Q3, driven by strong demand in the artificial intelligence sector, with its memory chip sales reaching a historical high [1] - Samsung's HBM3E has recently been certified by NVIDIA, and the company is now targeting mass production of HBM4 to catch up with SK Hynix's 73% market share, indicating an intensifying competition in the storage industry [1] - The price of memory modules has doubled in the past month in Hangzhou, China, with consumers comparing the rising prices to that of gold, highlighting the current market dynamics [1] Industry Registration Data - As of October 30, 2025, China has registered 234,000 storage-related enterprises, surpassing the total for 2024 and reflecting a 25.6% increase compared to the same period in 2024 [4] - In 2023, the cumulative registration of storage-related enterprises in China reached 246,000, marking a year-on-year growth of 26.6% and 1.6 times that of 2020 [4] Industry Stock Data - The stock of storage-related enterprises in China has steadily increased, exceeding 1.2 million as of October 30, 2025, with a total of 1.205 million [7] - The number of storage-related enterprises in China first surpassed 500,000 in 2020 and 1 million in 2024 [7] Regional Distribution - The majority of storage-related enterprises in China are concentrated in the East and South China regions, accounting for a combined 56.6%, with East China alone representing 36.1% [12]