Core Insights - The June CPI turned positive year-on-year at 0.1%, indicating a recovery in consumer prices, while the PPI continued to face downward pressure at -3.6% year-on-year, reflecting ongoing challenges in the manufacturing sector [13][24]. - The report highlights a significant increase in sales of excavators and loaders, with year-on-year growth expanding, indicating a recovery in the engineering machinery sector [1][24]. - The semiconductor industry showed a positive trend with global semiconductor sales increasing year-on-year, despite a decline in smartphone shipments [3][32]. Industry Overview Consumer Demand - The CPI improvement was driven by rising prices in fresh fruits and vegetables, with fresh fruit prices increasing by 6.1% year-on-year, and fresh vegetable price declines narrowing significantly [15][24]. - Household appliances saw a positive CPI growth of 1.0%, supported by ongoing consumer promotion policies [16][24]. - The demand for gold jewelry remained strong, with prices for 925 silver and foot gold increasing by 18.0% and 37.8% year-on-year, respectively [16][24]. Resource Products - Coal prices have risen, with significant increases in the prices of Qinhuangdao mixed coal and Shanxi coking coal, indicating a tightening supply [25]. - The report noted a mixed performance in the steel sector, with construction steel transaction volumes increasing while prices for some steel products remained under pressure [25]. Information Technology - The Philadelphia Semiconductor Index rose by 2.43% week-on-week, while the Taiwan Semiconductor Index declined, indicating a divergence in regional semiconductor performance [26]. - Prices for DDR4 and DDR5 DRAM memory showed a downward trend, with 8GB DDR4 prices decreasing by 1.15% to $5.00 [29][31]. - The smartphone market faced challenges, with May shipments declining by 21.20% year-on-year, reflecting a broader trend of reduced consumer electronics demand [32]. Midstream Manufacturing - The report highlighted an increase in the sales of various types of excavators and loaders, with year-on-year growth expanding, suggesting a recovery in the construction and engineering machinery sectors [1][24]. - The report also noted a decline in prices for certain components in the photovoltaic industry, indicating ongoing price adjustments in the renewable energy sector [25]. Financial and Real Estate - The real estate market showed signs of weakness, with a decline in land transaction premium rates and a decrease in the area of commercial housing sold [25]. - The report indicated a net withdrawal in the money market, with a decrease in A-share turnover rates and daily transaction volumes [25].

力积存储致力于不断开发设计高带宽、低功耗、高可靠性的存储解决方案，为客户提供卓越质量和性能的产品。力积存储的产 品布局全面，涵盖了各代际的DRAM存储器类型，能够提供完整的系统级存储解决方案，产品可广泛应用于消费类电子、网络 通信、汽车电子、能源及工业控制系统等领域。力积存储的战略重点是开发高带宽和高性能产品，满足各行各业的不同市场需 求。通过自主研发，力积存储已掌握从产品的研发设计、验证测试、质量管控到量产出货的全产业链的多项成熟技术及专门知 识，及高带宽内存产品相关的先进核心技术。根据弗若斯特沙利文的资料，力积存储与全球知名的晶圆代工厂力积电保持长期 合作关系，与全球前十大内存模块生产厂商中的两家威刚科技和记忆科技建立了合作关系，确保拥有支撑稳定产能的供应链。 凭借力积存储国际化的研发和销售团队，力积存储的Zentel内存品牌继承自拥有超过20年历史的ZentelJapan，力积存储与全球优 质客户建立了业务关系，具备迅速扩大客户网络的能力及广阔的市场空间。 力积存储受益于全球及中国内存芯片及AI存算相关产业近年来的发展，主要产品的销量持续增长。于往绩记录期间，力积存储 销售的产品总存储容量由2022年的 ...