Important Market News - The Ministry of Commerce announced export control measures for rare earths, emphasizing their dual-use nature and compliance with international practices. China will continue to review export license applications and has approved a certain number of compliant requests [1] - As of May 2025, China's foreign exchange reserves reached $328.53 billion, an increase of $3.6 billion from April, while gold reserves rose to 7.383 million ounces (approximately 2,296.37 tons), marking a continuous increase for seven months [1] Industry Insights - Deutsche Bank is exploring stablecoins and tokenized deposits, considering options for issuing its own tokens or joining industry initiatives. The bank recognizes the potential for stablecoins, especially in the U.S. regulatory environment, and sees various roles it could play in the stablecoin sector [2] - The storage industry is experiencing a shift due to anticipated production cuts of DDR4 memory, leading to price increases and supply shortages. The demand for DDR4 remains stable in niche markets, and the overall market is expected to improve by the second half of 2025, driven by AI device demand and inventory adjustments [3] - The Ministry of Industry and Information Technology is promoting the integration of artificial intelligence and manufacturing, focusing on enhancing software and hardware capabilities. The initiative aims to accelerate the intelligent upgrade of key industries and foster innovation in industrial data and models [4][5] Company Updates - Ruoyu Chen announced a share reduction plan by its shareholder, Langzi Co., intending to reduce up to 4.768 million shares, accounting for 3% of the total share capital. The stock has seen a significant increase of 535% over the past year [5] - Silk Road Vision disclosed plans for share reductions by its executives, with specific limits on the number of shares to be sold [5] - Mindong Electric Power announced a plan to reduce 4,579,514 shares, representing 1% of its total share capital, between June 30 and September 26, 2025 [5] - *ST Haiyue received a decision from the Shanghai Stock Exchange for stock delisting, with the last trading date expected to be July 4, 2025 [6]

Core Viewpoint - The approval of the mineral resource reserves for the feldspar mine in the Daqiongli mining area marks a significant milestone for the company's new energy business development [1] Group 1: Mining and Resource Development - The company's wholly-owned subsidiary, Guiyang Dawi Mining, received a response from the Hunan Provincial Department of Natural Resources, confirming the approval of the exploration report for the Daqiongli mining area feldspar mine [1] - As of October 2024, the feldspar mine has a total ore volume of 20,953.3 million tons, with associated lithium oxide mineral volume of 32.37 thousand tons, and significant reserves of strategic metals such as tungsten and tin [1] - The Daqiongli mining area features a super-large feldspar mine with abundant associated minerals, suitable for open-pit mining due to its stable ore body and low impurities [1] Group 2: New Energy Business Progress - The company has invested over 149 million yuan in the Chenzhou lithium battery new energy industry project as of the 2024 annual report [1] - The mining area can produce seven categories of products, including coarse and fine feldspar for ceramic production, high-purity quartz for photovoltaic glass, and lithium concentrate for the company's lithium carbonate project [1] - The company has overcome technical challenges in lithium tailings separation, forming a comprehensive utilization technology system that reduces costs, enhances recovery, and minimizes environmental impact [1] Group 3: Broader Business Developments - The approval of resource reserves in the Daqiongli mining area signifies major progress for the lithium battery new energy industry project, supporting the company's new energy business strategy [1] - The company is also advancing in its semiconductor storage and automotive businesses, with new product lines in the semiconductor sector and collaborations with bus manufacturers to maintain a leading position in retarder technology [1]

公众号记得加星标⭐️，第一时间看推送不会错过。 在科技浪潮奔涌的当下，全球存储市场早已形成了泾渭分明的竞争版图——三星、SK海力士、美 光 三大巨头宛如鼎立的行业巨擘，牢牢把控着存储行业命脉。 根据TrendForce集邦咨询数据披露，2025年第一季度数据显示，SK海力士以36%的DRAM营收份额 位居榜首，三星（33.7%）与美光（24.3%）紧随其后，三家合计占据全球DRAM市场94%的份额。 在NAND闪存领域，三星以31.9%的市占率领跑，SK海力士（含Solidigm）以16.6%位列第二，美 光、铠侠和闪迪则分别占据15.4%、14.6%和12.9%的市场份额。 英特尔作为半导体领域的老牌霸主，早年曾与美光携手开创闪存时代，却因战略重心向CPU倾斜，在 2025年彻底剥离NAND业务，黯然退出存储主战场。 而日本存储产业的兴衰更堪称行业教科书——上世纪80年代，东芝、日立等企业曾占据全球DRAM市 场半壁江山，却因错失3D堆叠技术先机与成本控制失利，最终在世纪之交的价格战中全线溃败，如 今仅存的铠侠（原东芝存储）也只能在细分市场艰难求生。 存储市场，输家联盟再出发 这些 消逝的行业参与者，恰似存 ...

行业报告 | 行业研究周报 半导体 证券研究报告 头部大厂 AI 眼镜或将陆续发布，存储涨势持续，关注产业链核心标的机会 AI 眼镜密集发布，关注产业链迎催化窗口。字节跳动：自研 AI 眼镜进入实质研发阶段，深度 集成"豆包大模型"，聚焦视觉交互与轻量化设计，或采用恒玄主控芯片方案。小米：根据 XR 控公众号，小米在智能眼镜领域有着深厚积累，切入 AI 智能眼镜赛道。关注相关端侧端侧 AI SoC 等芯片公司+配套方案商，受益于端侧 AI 硬件渗透率释放，相关公司一季度业绩已体现 高增长，叠加 6-7 月 AI 眼镜密集发布，后续业绩展望乐观。 存储板块 4-5 月总结：DDR4/LPDDR4X 领涨。4-5 月存储现货市场多数渠道内存条、服务器 DDR4、LPDDR4X 等产品价格延续上升通道，拉长时间看，部分产品价格已回涨至去年年中 水平。DDR：自 4 月初原厂部分 DDR4 停产消息传出以来，存储现货市场服务器 DDR4、行 业内存条、渠道内存条报价均大幅上扬。DDR4 产品涨幅显著，特别是 8G 2666Mbps 产品涨 幅超过 50%。嵌入式存储：各容量 eMMC 产品价格普遍上涨 5-10%，主 ...

6月5日晚，大为股份（002213）发布公告称，公司全资子公司桂阳大为矿业有限公司（以下简称"桂阳 大为矿业"）近日收到湖南省自然资源厅的复函，确认《湖南省桂阳县大冲里矿区长石矿勘探报告》矿 产资源储量顺利通过评审备案。这一里程碑事件为大为股份在新能源产业的发展注入了一剂"强心针"， 引发了资本市场与行业的广泛关注。 2024年年报显示，公司郴州锂电新能源产业项目累计投入14,900 余万元（包括竞买探矿权投入、购买碳 酸锂项目土地投入等）。据了解，大冲里矿区位于湖南省郴州市桂阳县，该区域地质条件优越，矿产资 源丰富。2023年11月，桂阳大为矿业竞得"桂阳县大冲里矿区高岭土矿普查"探矿权，并于2024年2月取 得湖南省自然资源厅颁发的探矿权许可证。经勘查，截至2024年10月底，矿区长石矿矿石量20,953.3万 吨，伴生氧化锂矿物量32.37万吨（平均品位0.154%），钨、锡等战略金属储量亦达到中、大型规模。 大冲里矿区不仅拥有超大型长石矿及丰富的锂、钨、锡伴生矿资源，矿体连续稳定，且杂质含量低，适 合露天开采。公司拟采用"磁选+浮选"为主、"重选"为辅的联合选矿工艺，在粗磨条件下回收锂矿，同 时注重选 ...

【导读】算力股集体拉升，海南自贸区概念午前冲高 中国基金报记者 晨曦 6月6日上午，A股市场窄幅震荡。截至午间收盘，上证指数跌0.06%，深证成指跌0.18%，创业板指跌0.48%，北证50指数跌0.11%。 | 内地股票 它 | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 3382.11 | 10185.34 | 1433.08 | | -1.98 -0.06% -18.16 -0.18% -1.55 -0.11% | | | | 科创50 | 创业板指 | 万得全A | | 992.32 | 2038.87 | 5155.34 | | -4.09 -0.41% -9.75 -0.48% -3.20 -0.06% | | | | 沪深300 | 中证500 | 中证A500 | | 3873.06 5757.85 | | 4544.39 | | -4.50 -0.12% -12.12 -0.21% -5.15 -0.11% | | | | 中证1000 | 深证100 | 中证红利 | | 6156.56 | ...

2025年第一季度DRAM产业营收为270.1亿美元 根据Tr endFor c e集邦咨询最新调查，2025年第一季由于一般型DRAM（Conventiona l DRAM）合约价下跌，加上HBM出货规模收敛， DRAM产业营收为270.1亿美元，季减5.5% 。在平均销售单价方面，由于Samsung（三星）更改HBM3e产品设计，HBM产能排挤效应减 弱，促使下游业者去化库存，导致多数产品合约价延续2024年第四季以来的跌势。 | Rankings | Company | | Revenue (US$M) | | | Market Share | | --- | --- | --- | --- | --- | --- | --- | | | | 1Q25 | 4Q24 | QoQ | 1Q25 | 4Q24 | | 1 | SK hynix | 9,718 | 10,458 | -7.1% | 36.0% | 36.6% | | 2 | Samsung | 9,100 | 11,250 | -19.1% | 33.7% | 39.3% | | 3 | Micron | 6,575 | 6,400 | 2. ...

智通财经6月6日电，存储芯片概念股盘中异动，好上好直线拉升涨停，兆易创新、信宇人涨超5%，同 有科技、盈方微、万润科技、香农芯创等跟涨。消息面上，近期，存储芯片市场迎来了新一轮的涨价 潮，多家存储头部企业纷纷宣布提高部分产品报价。 存储芯片概念股异动 好上好直线拉升涨停 ...

Group 1 - The company has invested over 346 billion yuan in strategic emerging industries as of the end of April [1] - The investment has focused on leading enterprises in sectors such as semiconductors, storage chips, new energy batteries, and biotechnology [1]

Group 1 - The core viewpoint of the news is the performance of the China Securities Jiangsu New Energy Industry Index, which reflects the overall performance of listed companies in the new energy sector based in Changzhou [1] - The index has shown a 2.76% increase over the past month, a 5.91% decrease over the past three months, and an 8.15% increase year-to-date [1] - The index is composed of companies involved in new energy vehicles, new energy generation, storage, and distribution, selected from the global market [1] Group 2 - The top ten weighted companies in the index include Li Auto (11.96%), Hengli Hydraulic (9.8%), Ninebot (8.84%), and others, indicating a diverse representation of the new energy sector [1] - The index's holdings are primarily listed on the Shanghai Stock Exchange (49.34%) and Shenzhen Stock Exchange (31.21%), with smaller proportions on the Hong Kong Stock Exchange (16.85%) and others [2] - The industry composition of the index shows that industrial companies account for 47.89%, consumer discretionary for 42.68%, and information technology for 6.46%, among others [2]