Group 1: Storage Market Insights - The storage market is experiencing a "supply-demand double kill," transitioning from DDR4 production cuts to a surge in AI computing power [1][2] - Recent supply contractions are driving short-term price increases, while long-term demand is expected to rise due to high AI market activity [3] - Domestic manufacturers are making significant progress in the localization of enterprise-level storage, indicating a trend towards domestic substitution [4] Group 2: Chemical Industry Developments - Major companies in the polyester bottle chip sector are implementing production cuts of approximately 20%, which is expected to accelerate industry recovery [6][7] - The overcapacity in the market has been largely digested, suggesting a potential for improved market conditions [8]