Core Viewpoint - The article provides a comprehensive overview of the import customs clearance process at Shanghai Port, detailing the necessary steps and typical timelines for various types of goods. Group 1: Import Customs Clearance Process - The import customs clearance process includes declaration, inspection, taxation, and release of goods [3][4][5][6] - Declaration involves submitting relevant information and documents to customs, including the declaration form, import contract, invoice, and packing list [3] - Customs has the authority to inspect imported goods to verify the authenticity of the declaration and the quality and quantity of the goods [4] Group 2: Taxation and Release - Customs will levy taxes on imported goods according to relevant tax laws and regulations [5] - After inspection and taxation, goods that meet the requirements will be released for transfer to the domestic market for sale or use [6] Group 3: Commonly Imported Products - Commonly imported products through Shanghai Port include machinery parts, electronic components, household appliances, and various consumer goods [7][8] - Specific categories of goods include 3C products, ceramics, crafts, furniture, miscellaneous goods, and food items [8][9] Group 4: Clearance Timelines - General goods and miscellaneous items typically take 1-2 working days for clearance [8] - First-time imports of food and cosmetics may take 5-10 working days, while subsequent imports can be cleared within a week [8] - Used equipment generally takes 1-3 working days, and frozen seafood and meat may take around one week [8] Group 5: Special Clearance Procedures - The clearance process for antique porcelain includes steps such as document exchange, inspection, declaration, tax payment, release, and delivery [11][12][13][14][15] - Proper documentation is crucial, including the import contract, commercial invoice, packing list, and bill of lading, with additional requirements for porcelain items [16]

如果您希望可以时常见面，欢迎标星收藏哦~ 铠侠控股株式会社的子公司铠侠株式会社（Kioxia Corporation）与闪迪公司今日宣布，将双方 在铠侠四日市工厂的合资协议延长五年。该协议原定于 2029 年 12 月 31 日到期，现有效期将延 长至 2034 年 12 月 31 日，为两家公司长达 25 年以上的深厚合作关系再添重要里程碑。 此次协议延期凸显了铠侠与闪迪的深度协作 —— 双方将继续借助人工智能赋能的智能制造技术 及规模经济优势，保障先进 3D 闪存的稳定生产。其高端 3D 存储产品对满足生成式人工智能应 用催生的海量需求至关重要。此外，铠侠北上工厂的合资协议也将同步调整，与四日市工厂协议 保持一致，有效期延长至 2034 年 12 月 31 日。 根据这份续约协议，闪迪将向铠侠支付 11.65 亿美元，用于支付制造服务费用及确保持续供货。 该笔款项将在 2026 年至 2029 年期间分期支付。 "我们很高兴能深化与闪迪的战略合作伙伴关系。" 铠侠总裁兼首席执行官早坂伸夫（Nobuo Hayasaka）表示，"这份协议不仅认可了铠侠制造业务的价值，更通过全球最大闪存制造基地的 规模经济效应 ...

Core Viewpoint - The article emphasizes the importance of recognizing trends in the business world, highlighting that the infrastructure supporting these trends often contains the most certain investment opportunities. The significant rise in the stock price of SanDisk, which increased by 559% in 2025, exemplifies this point, as it outperformed well-known tech companies like Nvidia and Tesla [1][2]. Group 1: Market Dynamics - SanDisk's stock surge reflects a broader trend where storage companies dominated the top gainers in the market, with Western Digital, Micron, and Seagate also ranking high [2]. - The demand for storage in AI applications has skyrocketed, with a single AI server requiring 5 to 10 times more storage than traditional servers [4][5]. - The shift in AI usage from training to inference means that real-time data access is crucial, leading to increased demand for high-speed storage solutions [8]. Group 2: Supply and Demand - The supply-demand gap in the storage industry is significant, with predictions indicating a 26% increase in DRAM demand by 2026, while supply is expected to grow only by 20% [14]. - The price of enterprise SSDs has already risen by over 20% in Q4 2025, with some models experiencing increases of 30% to 40% [15]. - Major cloud service providers are stockpiling storage solutions, with investments in data center storage expected to exceed $1.2 trillion by 2025 [9]. Group 3: Industry Characteristics - The storage industry is typically cyclical, with cycles lasting about three years; however, the current AI-driven demand is extending this cycle [13]. - Companies are intentionally controlling production capacity to maintain price stability after previous downturns in the storage market [15]. - The competition for production capacity is heightened by the demand for High Bandwidth Memory (HBM), which is more profitable and is being prioritized by companies like SK Hynix [17]. Group 4: Investment Insights - Investors are encouraged to focus on "selling shovels" rather than "digging for gold," as infrastructure providers often benefit more than the leading tech companies during technological waves [19]. - Understanding the shifting bottlenecks in AI development can reveal new investment opportunities, as each bottleneck's resolution leads to the emergence of new challenges [20]. - Caution is advised as the storage sector shows signs of overheating, with potential price corrections expected if production capacity increases [20]. Group 5: Broader Industry Challenges - The AI industry faces significant challenges, including power shortages, rising costs, and data bottlenecks, which could hinder growth [22]. - Predictions indicate that by 2027, 40% of AI data centers may be limited by power shortages, impacting operational capabilities [22]. - The high costs associated with AI infrastructure investments raise questions about profitability and sustainability in the long term [22].

Group 1 - SanDisk has become the standout tech stock of 2025, with its stock price soaring 559% since its spin-off from Western Digital in February [2][8] - The surge in SanDisk's stock is primarily driven by its NAND flash memory business, which is now a critical need for data center operators, fueled by the demand from artificial intelligence workloads [2][8] - Analysts predict that SanDisk's revenue will increase by 43% by June 2026, compared to a mere 10% growth in the previous fiscal year [2][8] Group 2 - Micron, similar to SanDisk, has benefited from the explosion in AI-related demand, with its stock price rising 240% in 2025 [3][9] - General Electric Vernova, a major player in power generation equipment, has also seen its stock price soar by 99% in 2025, with analysts forecasting a doubling of its revenue growth to 12.4% in 2026 [3][9] - Rolls-Royce, which produces various power generation equipment including those for data centers, has also experienced a doubling of its stock price in 2025 [3][9] Group 3 - Palantir has emerged as a focal point in the software sector, with its stock price increasing by 135% in 2025 and a revenue growth of 50% in the first nine months of the year [4][10] - The company's success is attributed to its strong government business and the growth in its enterprise segment, partly due to the implementation of AI technologies [4][10] - In contrast, established software giants like Salesforce and ServiceNow have seen their stock prices decline by 20% to 30% due to concerns over emerging AI services impacting their core businesses [4][10] Group 4 - The performance of major tech stocks in 2025 varied significantly, with Nvidia up 39%, Apple up 8.6%, and Microsoft up 14.8% [5][11] - Other notable performances include Shopify up 51.4%, and Robinhood Securities soaring by 203.4% [6][12] - Conversely, companies like Strategy saw a decline of 47.5%, while ServiceNow and Salesforce faced declines of 27.8% and 20.7% respectively [6][12]

文 | 新质动能，作者 | 沛林，编辑 | 沐风 谁能想到，在海归博士遍地的芯片圈，带头杀进全球前列的，竟然是一个只有高中学历的江西穷小子。 这个叫蔡华波的男人，带着他的双胞胎姐姐，从深圳华强北几平米的小柜台起步，硬生生干出了一家市 值超1000亿的芯片帝国——江波龙（Longsys）。2025年，公司启动港股IPO冲刺，试图构建"A+H"双资 本平台。 而在2025年第三季度，江波龙交出了一份炸裂财报：公司营收增长超过50%，单季度利润激增近20倍。 存储芯片被全球60多个国家疯抢，单季营收比寒武纪、海光信息等千亿龙头加起来还要多。 现在，江波龙不仅是中国存储芯片领域的老大，更是在国际赛道上硬刚三星、海力士等巨头，稳坐全球 独立存储器市场的前列。那么，一个草根创业者究竟是如何打破国际大牌封锁的呢？ 从华强北"倒爷"到代工厂 故事的起点在"电子产业宇宙中心"——深圳华强北。 1996年，江西九江少年蔡华波高中毕业。他没有继续求学，而是拎着行囊南下深圳，闯入了人潮汹涌的 华强北。那时候的华强北，是无数人梦开始的地方，也是"倒爷"们的江湖。 蔡华波在柜台里接触电阻、电容，学着分辨各种电子元器件。三年后，在二哥的鼓 ...

Core Viewpoint - The storage chip market is experiencing significant price increases, impacting domestic smartphone manufacturers and leading to potential price hikes for electronic products [1][2][3] Group 1: Market Dynamics - Major smartphone manufacturers like Xiaomi, OPPO, and vivo have paused storage chip procurement due to rising prices from suppliers such as Micron, Samsung, and SK Hynix, which have increased by 50% recently [1][2] - Micron's net profit for the fiscal year 2025 is projected to exceed 60 billion, marking a tenfold increase, with its stock price tripling since April [2] - The price of storage products has surged dramatically, with DDR4 16GB memory modules rising from over 200 to 400-500, and DDR5 modules increasing to three times their previous price [2] Group 2: Supply Chain and Demand - The demand for storage chips is driven by the AI sector, with major companies like Google, Microsoft, and Amazon planning to invest heavily in AI data centers, consuming significant storage capacity [3] - Current inventory levels at major storage chip manufacturers have dropped to low levels, with typical stock holding of 6 to 8 weeks, limiting the potential for price reductions in the short term [3] - The ongoing price increases are expected to affect various electronic products, including smartphones, computers, and IoT devices, leading to higher consumer prices [2][3] Group 3: Consumer Impact - As smartphone manufacturers deplete their storage chip inventories, prices for new products are likely to rise, making it advisable for consumers to purchase devices sooner rather than later [4] - Mid-range smartphones may see some configuration cuts to maintain price points, while high-end models will likely face significant price increases due to the rising costs of storage chips [4] - Consumers are encouraged to opt for devices with larger storage capacities to extend the lifespan of their products, as the market is expected to continue facing shortages and price hikes [4]

Core Viewpoint - The 27th China International High-tech Achievements Fair (High-Tech Fair) showcases the evolution of technology and innovation, highlighting the significant role of listed companies in presenting cutting-edge products and technologies [3][4]. Group 1: Event Overview - The 27th High-Tech Fair opened in Shenzhen on November 14, themed "Technology Empowers Industry, Integration Creates the Future" [3]. - The fair has evolved since its inception in 1999, reflecting the global digital transformation and the development of a complete ecosystem in the storage industry, which now includes chips, devices, software, and services [4]. Group 2: Company Participation and Innovations - Notable listed companies such as BGI and Lattice Semiconductor showcased significant products at the fair, with a special focus on artificial intelligence, cloud computing, chip design, storage technology, server architecture, and industry application software [4]. - The Shenzhen Computer Industry Association has organized participation for nine consecutive years, noting a shift from showcasing complete machines to higher-value components like mainframes, storage, and chips, with AI elements increasingly integrated into exhibits [4]. Group 3: Evolution of Smart Devices - The fair's history mirrors the evolution of smart terminal products, transitioning from digital technology in 1999 to intelligent systems today, with robots and AI hardware becoming prominent [5]. - Exhibits included advanced products like a dexterous robotic hand capable of mimicking human movements, highlighting applications in industrial automation [5]. Group 4: Featured Technologies - The "Aimas" robot from Lingyi Intelligent Manufacturing, designed for human-like interaction, attracted significant attention, showcasing high accuracy in sound pickup [6]. - Other robots from Lingyi, such as Linglong and Panshi, are tailored for precision handling and high-load tasks, demonstrating versatility in various applications [6]. - The launch of the world's first high-precision mid-to-long-range digital lidar, Fairy, by Suteng Juchuang, enhances robots' environmental perception capabilities [6][7].

Core Insights - The price of memory products, particularly DDR4 and DDR5 RAM, has seen a significant increase recently, with DDR4 16G prices rising from under 200 yuan to around 484 yuan, reflecting a dramatic market shift [1][3][4] Price Trends - Between October 13 and 18, the average price of DDR5 16G and DDR4 16G increased by 20.59% and 11.11% respectively, with month-over-month increases of 58.73% and 43% [3] - The price of DDR4 16G memory has more than doubled since September, with current prices ranging from 370 yuan to 440 yuan [4][6] - Some high-end models have seen prices rise from over 1,000 yuan to nearly 2,000 yuan, indicating a widespread price surge across various markets [11] Market Dynamics - The current market is characterized by rapid price fluctuations, with some vendors reporting daily price changes, making it difficult for consumers to make purchasing decisions [6] - The demand for memory products has surged due to the AI industry's growth, leading to supply constraints as major manufacturers shift production focus to high-bandwidth memory (HBM) and DDR5 products [12][14] - The competition for storage chips between mobile devices and computers has further exacerbated supply issues, with smartphone manufacturers increasing their demand for memory [12] Future Outlook - Industry experts predict that the price increase trend will continue into 2025, with a potential 25% reduction in DDR4 production capacity and ongoing supply shortages [12][14] - The overall storage industry is entering a new upward cycle, driven by recovering server demand and the expansion of AI server deployments [14]

Core Viewpoint - The recent surge in prices of storage products such as SSDs and DDR4 memory in Shenzhen's Huaqiangbei market has been attributed to increased demand driven by AI applications, leading to significant price increases over the past three months, with some products doubling in price [4][5][6]. Price Surge in Storage Products - SSD prices have seen dramatic increases, with SanDisk's 1TB SSD rising from approximately 300 yuan to 588 yuan, and Samsung's 1TB SSD reaching 1,020 yuan, reflecting a substantial demand-supply imbalance [5][6]. - DDR4 memory prices have also surged, with Samsung's 16GB DDR4 memory now priced between 410-420 yuan, up from 200 yuan just three months ago, indicating a shift in production focus towards higher-end products like DDR5 [6]. Market Dynamics and Supply Chain - The price increase is not consumer-driven but rather a result of AI server demands reshaping the supply chain, as manufacturers prioritize HBM and DDR5 production over older technologies [7]. - Companies that can anticipate market trends and manage inventory effectively are positioned to benefit from the current storage cycle [7]. A-Share Market Performance - The storage sector has shown remarkable performance in the A-share market, with companies like Jiangbolong reporting a net profit of 713 million yuan in the first three quarters, a dramatic increase of 1,994.42% year-on-year [7]. - Other companies such as Baiwei Storage and Shannon Chip Innovation have also reported significant profit increases, reflecting successful inventory strategies during this price surge [7][8]. Stock Price Increases - The stock prices of key players in the storage sector have risen significantly this year, with Shannon Chip Innovation up 498.59%, Jiangbolong up 223.47%, Baiwei Storage up 103.57%, and Lanke Technology up 93.26% [8].

Core Viewpoint - The recent price surge in storage products, particularly SSDs and DDR4 memory, in Shenzhen's Huaqiangbei market has been unprecedented, with prices doubling within three months, leading some consumers and merchants to label them as "the best financial products of the year" [1]. Price Surge Details - On November 6, merchants in Huaqiangbei reported daily price increases and a scarcity of products, with phrases like "one price a day" and "prices are rising every day" being common [2]. - Prices for common storage products have seen significant increases, such as the SanDisk 1TB SSD reaching 588 yuan, up from previous levels, while Samsung's 1TB SSD has surged to 1,020 yuan and the 2TB version to 1,450 yuan, with many retailers indicating a lack of stock [4][6]. - DDR4 memory prices have also skyrocketed, with Samsung's 16GB DDR4 memory now priced at 410-420 yuan, compared to 200 yuan in September and even lower last year [8][10]. - The price increase has extended to other storage products, including mobile hard drives and USB drives, with prices rising approximately one-third over the past three months [12]. Market Dynamics - The current price increase in the storage market is driven by the explosive demand for AI computing power, which is reshaping the supply-demand structure, particularly as global storage giants like Samsung and SK Hynix shift their production capacity towards HBM and DDR5 products [13]. - The abnormal price surge is not consumer-driven but rather a result of AI server demand, leading to a significant risk in the market [13]. - The price increase trend is expected to continue until at least the first quarter of next year, maintaining high levels for some time [13]. Company Performance - Companies in the storage sector are benefiting from the price surge, with module manufacturers leveraging inventory strategies to capitalize on the situation. For instance, Jiangbolong reported a net profit of 713 million yuan in the first three quarters, with a staggering 1,994.42% year-on-year increase in third-quarter profits [13]. - Baiwei Storage experienced a "V-shaped reversal," moving from a loss of 226 million yuan in the first half to a net profit of 256 million yuan in the third quarter, reflecting a 563.77% year-on-year increase [13]. - Other companies like Shannon Chip and the highly technically advanced Lanke Technology are also reaping benefits from the current market conditions [13]. Stock Performance - The storage sector has shown remarkable stock performance this year, with companies like Shannon Chip, Jiangbolong, Baiwei Storage, and Lanke Technology seeing stock price increases of 467.15%, 212.56%, 106.55%, and 96.57% respectively [14].