天天基金网·2025-11-18 01:07Group 1 - The storage chip sector in A-shares is experiencing a strong rally, with companies like Shikong Technology and Purun Co., Ltd. seeing significant price increases, driven by Samsung's continued price hikes in storage chips [3] - SMIC reported a tight supply of mobile storage chips, with a capacity utilization rate of 95.8% in Q3, indicating a supply-demand imbalance [3][4] - The company noted that while the manufacturing sector is recovering, the uncertainty in storage supply is causing caution among clients, leading to conservative forecasts for the first half of the coming year [4] Group 2 - SMIC highlighted that a 5% fluctuation in supply could lead to significant price volatility in the storage market, emphasizing the sensitivity of prices to supply changes [4] - The current tight supply situation is expected to persist, with high prices likely to continue, as new entrants face long lead times to scale production [5] - There is a clear demand for inventory replenishment in the industry, with clients actively increasing stock levels despite some limitations, particularly in the industrial and automotive sectors [6] Group 3 - SMIC is receiving a large number of urgent orders for various products, including NOR/NAND Flash and MCUs, which has led the company to prioritize these orders over non-urgent mobile orders [6]