CITIC Securities: Optimistic about the increase in market share of domestic storage giants.

CITIC Securities pointed out that a nationwide strike by Samsung Electronics could increase the risk of production disruptions and exacerbate the global shortage of memory chips. In the highly thriving storage market, it is optimistic about the increase in market share of domestic storage giants. During the "14th Five-Year Plan" period, the capacity expansion and technological iteration of domestic storage giants are expected to accelerate, and core materials and component suppliers in the industry chain are expected to benefit fully.