存储进入新一轮涨价周期！芯片ETF（159995）涨0.88%，北方华创涨4.50%

Group 1 - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index increasing by 0.26%, led by gains in sectors such as fine chemicals, forestry, and building materials, while aerospace and education sectors experienced declines [1] - The chip technology sector showed strength, with the chip ETF (159995) rising by 0.88%, and notable increases in component stocks such as Northern Huachuang (up 4.50%), Beijing Junzheng (up 4.10%), and Cambrian (up 3.99%) [1] Group 2 - The storage chip industry is expected to enter a new price increase cycle by Q4 2025, as major players Micron, Samsung, and SK Hynix have raised contract prices for DRAM and NAND Flash products, with corresponding increases in spot prices [3] - The AI server market's sustained high demand, along with the upgrade cycle for storage chips in smartphones like the iPhone, is anticipated to drive a new development cycle in the storage industry, prompting investment opportunities in domestic storage industry chain listed companies [3] - The chip ETF (159995) tracks the National Chip Index, comprising 30 leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, including SMIC, Cambrian, Changdian Technology, and Northern Huachuang [3]