1.27犀牛财经晚报：存储短缺或至少持续两到三年

Group 1: Investment Trends in Precious Metals - Investment silver bars have gained popularity in Shenzhen's Shui Bei market, with a 1000g silver bar priced at 30,860 yuan, indicating a rising interest in silver as an investment and jewelry-making option [1] - Several gold jewelry brands have raised their prices, with Shusheng's gold jewelry priced at 1,577 yuan per gram, reflecting a historical high in gold prices [1] Group 2: Automotive Industry Insights - The automotive industry's sales profit margin has dropped to a historical low of 4.1% for the year 2025, with December's margin at 1.8%, marking a significant decline [2] - TrendForce predicts that global sales of range-extended electric vehicles (REEV) will reach 3 million units by 2030, doubling from 2025, supported by regulatory flexibility and market acceptance [2] Group 3: Semiconductor and Memory Market Developments - Yole's report indicates a 23% growth in global DRAM memory demand by capacity in 2026, with data centers contributing over half of this increase [3] - Synopsys' CEO forecasts that the chip shortage will persist through 2026 and 2027, primarily due to high demand from AI infrastructure and limited production capacity from major memory manufacturers [2][3] Group 4: Corporate Announcements and Financial Projections - Companies like Bohui Innovation and Antu Bio have developed Nipah virus testing kits but have not yet generated significant revenue from them [5] - SK Hynix will exclusively supply HBM3E chips to Microsoft's Maia 200, which will feature a total memory capacity of 216GB [5] - Norde's subsidiary plans to invest 168 million yuan in upgrading a production line to meet high-end copper foil demand [10] - Aisen plans to invest 2 billion yuan in a semiconductor materials manufacturing base in East China, with production expected to start in phases from 2028 to 2035 [11] - Jinma Amusement anticipates a net profit increase of 811.17% to 1069.56% for 2025, projecting earnings between 67 million to 86 million yuan [12] - Red Tower Securities expects a 59.05% increase in net profit for 2025, amounting to 1.215 billion yuan [13] Group 5: Market Performance and Trends - The market saw a rebound with the ChiNext index rising by 0.71%, driven by strong performance in the semiconductor sector and precious metals [22]