Zheng Quan Shi Bao·2025-11-13 09:23Group 1: Market Performance - On November 13, A-shares saw a collective rise, with the Fujian sector experiencing significant gains, leading to 12 stocks hitting the daily limit up [1][6] - The Fujian sector index rose nearly 4%, reaching a historical high after nearly 10 trading days of consolidation [3] - Notable stocks such as Xiamen Construction Machinery and Longzhou Co. were among those that quickly reached the limit up within the first 10 minutes of trading [3][6] Group 2: Storage Chip Sector - The storage chip sector also showed strong performance, with the index rising by 1.6% by the afternoon close, and several stocks hitting the limit up [9] - Companies like Tian'ao Electronics and Chengbang Co. saw significant gains, with Bawei Storage's stock price increasing over 19%, reaching a historical high [1][9] - Analysts noted that the DRAM and NAND supply constraints are driving prices upward, indicating a structural boom in the storage chip industry [10] Group 3: Lithium Battery Exports - Fujian Province's lithium battery exports exceeded 100 billion yuan, reaching 108.38 billion yuan from January to October, marking a historical high [7] - The lithium battery industry in Fujian experienced a notable growth rate of 13.7%, contributing to an overall export increase of 1.3% for the province [7] - Private enterprises accounted for over 90% of the lithium battery exports, with a total export value of 103.34 billion yuan, ranking first among all provinces in China [7] Group 4: Industry Trends - The storage chip industry is entering a structural prosperity phase, driven by the rapid development of high-bandwidth memory (HBM) technologies and supply constraints [10][11] - AI servers are significantly increasing the demand for storage, with DRAM usage per server being approximately eight times that of traditional servers [10] - The tight supply of HDDs is accelerating the penetration of SSDs, with major manufacturers like Samsung and SK Hynix focusing capital expenditures on high-demand products [10][11]