今日A股市场重要快讯汇总｜2025年12月26日

Group 1: Industry Trends and Price Movements - The current spot prices for storage products, including DDR4 and DDR5, are on the rise, with a slight reduction in the rate of increase, attributed to middle traders releasing more inventory for year-end accounting rather than a supply shortage [1][8] - Kingston, a leading module supplier, has significantly raised DRAM prices, indicating that overall spot prices remain strong [1][8] - The NAND Flash spot market is experiencing bullish sentiment due to expectations of rising contract prices, leading suppliers to adopt a withholding strategy, tightening market liquidity and pushing wafer prices higher [1][8] - Despite rising prices, demand from buyers is being suppressed, and the overall market remains firm due to ongoing cost increases and expectations of further price hikes in the supply chain [2][8] Group 2: Company Announcements - Water Margin (水井坊) announced that reports of a potential acquisition by another liquor company are untrue, clarifying the misinformation [3][9] - The company issued a statement urging investors to make rational investment decisions [4][10] Group 3: Macroeconomic and Market Analysis - The U.S. government is adjusting energy policies to reduce reliance on Chinese supply chains in the battery sector, with recent reports indicating a push for subsidies to support domestic battery manufacturing [5][11] - The Biden administration's previous funding for battery manufacturing has been revived, with the Department of Energy recently announcing up to $500 million for battery materials and recycling projects [5][11] - Analysts estimate that U.S. manufacturers will need at least five years to produce sufficient lithium iron phosphate batteries to meet domestic demand, with longer timelines required to establish related supply chains [5][11] Group 4: Market Performance and Commodity Prices - Spot gold prices fell below $4,480 per ounce, while New York futures rose above $4,540 per ounce, indicating mixed performance in precious metals [6][12] - Domestic commodity futures show silver contracts rising by 5% to 18,045.00 yuan, while nickel contracts increased by 2% to 127,630.00 yuan [6][12]