11月12日主题复盘 | 存储再度爆发，油服受资金关注，大消费持续活跃

Market Overview - The market experienced a slight decline with the three major indices falling slightly, while the pharmaceutical sector showed strength, particularly in cell immunotherapy stocks like Kaineng Health and Jimin Health, which hit the daily limit [1] - Oil and gas stocks remained strong, with companies like Sinopec Oilfield Services and Zhun Oil hitting the daily limit [1] - The banking sector saw a brief rise before retreating, with Agricultural Bank of China and Industrial and Commercial Bank of China reaching historical highs [1] - The consumer sector was active, with companies like Sanyuan and Zhongrui achieving consecutive gains [1] - Overall, more than 3,500 stocks in the Shanghai and Shenzhen markets declined, with a total trading volume of 1.96 trillion [1] Hot Topics Storage Sector - The storage concept continued to rise, with stocks like Haoshanghao, Kexiang, and Dagang hitting the daily limit, while Xiangnong Chip Innovation reached a new high [3] - According to reports, NOR Flash usage is expected to increase by approximately 50% as AI servers transition from HBM3E to HBM4, leading to a price increase of up to 30% in the first quarter of next year [3][5] - Haotong Securities noted that NOR Flash is the largest storage chip market after DRAM and NAND Flash, driven by demand from smartphones, IoT, TWS headsets, 5G, and automotive electronics [4] Oilfield Services - The oilfield services sector showed strength, with companies like Zhun Oil, Shandong Molong, and Sinopec Oilfield Services hitting the daily limit [5] - According to research, OPEC plans to increase production by 137,000 barrels per day in December, but actual production has not met expectations [5] - The oilfield services sector is expected to see a recovery, with significant growth potential in the Middle East market, which is valued at hundreds of billions [7] Consumer Sector - The consumer sector remained active, with companies like Zhongrui, Dongbai Group, and Sanyuan achieving consecutive gains [8] - The October CPI increased by 0.2%, and the Ministry of Finance plans to continue implementing measures to boost consumption [9] - Citic Securities highlighted that consumer performance often improves when the economic fundamentals begin to recover, with a focus on new products, technologies, channels, and markets for long-term investment [10]