涨破10万元/吨，002759，透露产业大消息

Core Insights - The article highlights the significant interest from institutional investors in various stocks, particularly focusing on兆易创新, which has seen substantial growth in revenue and profit due to rising storage product prices [1][2]. Company Performance - 兆易创新 had 276 institutional research engagements, including 50 fund companies and 51 securities firms [1]. - The company's Q3 revenue increased by 31.4% year-on-year to 2.68 billion yuan, with a quarter-on-quarter growth of 19.6% [1]. - Net profit attributable to shareholders rose by 61.1% year-on-year to 508 million yuan, with a quarter-on-quarter increase of 49% [1]. - The gross margin for Q3 improved by 3.7 percentage points to 40.72% [1]. Industry Trends - The company aims to maintain a market share-focused strategy and capitalize on the upward cycle of the storage industry, while also embracing AI for customized storage solutions [1]. - There is a supply shortage of niche DRAM, primarily driven by high demand from mainstream applications like data centers and AI, leading to production cuts by major manufacturers [1]. - Price increases for niche DRAM are expected to continue into Q4 of this year and remain relatively high throughout next year [1]. Market Sentiment - The average stock price of companies under institutional research rose by 1.6% in the past week, with some stocks like 瑞尔特 and 天际股份 seeing gains of over 20% [5]. - 天际股份 reported that the price of lithium hexafluorophosphate has reached 110,000 yuan per ton, with expectations of continued price increases into the end of the year [5].