上证早知道｜海外巨头合作推AI NAND存储技术；可控核聚变迎来密集催化

Group 1: Events and Conferences - The 2025 Global Developer Pioneer Conference and International Embodied Intelligence Skills Competition will commence on December 12, focusing on various applications beyond just coding speed, including precision manufacturing and emergency rescue [1] - The 2025 Hunan Cultural Tourism Industry Expo and the first "12.12" Cultural Tourism Consumption Shopping Festival will take place from December 12 to 14, showcasing a new ecosystem in the cultural tourism industry [1] Group 2: Company Developments - Zhongwei Electronics will resume trading on December 12, with a change in actual control from the Xinxiang Municipal Government to Fu Yingbo [1] - ST Jiaotou will also resume trading on December 12 after completing the transfer of nearly 267 million shares as part of its restructuring plan [1] - Tian Su Measurement is set to launch its IPO today, with a price of 36.80 yuan and a PE ratio of 21.78 times, focusing on measurement calibration and certification services [1] - Xihua Technology is also launching its IPO today, priced at 10.10 yuan with a PE ratio of 33.12 times, specializing in components for wind power gearboxes [1] Group 3: Industry Insights - The Ministry of Commerce plans to enhance support for the retail industry's innovation and transformation during the 14th Five-Year Plan, aiming to develop a modern retail system through city pilot projects [2] - The China Automobile Industry Association reported that in November, the monthly production of automobiles exceeded 3.5 million units for the first time, marking a historical high, with year-to-date production and sales both surpassing 31 million units, up over 10% year-on-year [2] - The International Electrotechnical Commission has released two key international standards for power semiconductor devices, marking a significant breakthrough for China's involvement in international standardization [2] Group 4: Market Trends - The global storage market reached a historical high in Q3 2025, with DRAM market size increasing by 24.7% to $40.037 billion and NAND market size rising by 16.8% to $18.422 billion [5] - The tungsten product prices have increased, with tungsten powder, tungsten materials, and sodium tungstate rising by 2.35%, 2.2%, and 2% respectively, driven by tightening supply and increasing demand [8]