果然财经|"一天一个价"！深圳华强北存储产品价格大涨 近段时间，国产手机厂商的旗舰新品迎来一波集体涨价。对于这波集体涨价，厂商们不约而同地将原因 指向了一个共同的源头——存储芯片。据每日经济新闻，在这里，包括DDR4（第四代双倍数据率同步 动态随机存取存储器）和SSD（固态硬盘）等多个存储产品价格已出现翻倍的情况，其逆势狂飙曲线也 被网友调侃为"年度最佳理财产品""暴涨快过黄金"。 热门评论我要评论 微信扫码 移动端评论 果然财经|"一天一个价"！深圳华强北存储产品价格大涨 大众报业·齐鲁壹点12:35 暂无评论 鲁ICP备15022957号-13 鲁公网安备 37010202002220号 鲁新网备案号201000101 电信增值业务许可证： 鲁B2-20120085 齐鲁晚报·齐鲁壹点 版权所有(C) All Rights Reserved 联系电话：0531-82625462邮箱： 1790179766@qq.com ...

一场剧烈的价格风暴，正在深圳华强北上演！其风头之盛，已盖过金价飙升时的深圳水贝市场。 近段时间，国产手机厂商的旗舰新品迎来一波集体涨价。OPPO Find X9、真我GT8系列、vivo X300等 手机新品的售价均较上一代有所上调，以"价格屠夫"著称的红米K90全系列更是比上一代涨价100至400 元不等。 对于这波集体涨价，厂商们不约而同地将原因指向了一个共同的源头——存储芯片。 深圳华强北被誉为中国电子市场的"晴雨表"，在这里，包括DDR4（第四代双倍数据率同步动态随机存 取存储器）和SSD（固态硬盘）在内的存储产品价格已出现翻倍的情况，甚至"一天一价"。存储芯片走 出的逆势狂飙曲线也被网友调侃为"年度最佳理财产品""暴涨快过黄金"。 华强北市场里的商户 每经记者 王晶 摄 存储芯片本轮涨价是受哪些因素驱动？行业为何具有如此显著的周期性特性，剧烈波动的价格为何让企 业赚得盆满钵满与亏得一塌糊涂的情形交替上演？《每日经济新闻》记者（以下简称每经记者）对此展 开了调查。 现象：华强北存储产品价格已翻倍 "存储产品都在涨。"当每经记者走进深圳华强北，时不时都能听到这样的说法。现货市场价格的剧烈波 动，传递着供 ...

Core Insights - A significant price surge is occurring in Shenzhen's Huaqiangbei market, surpassing the previous gold price increases seen in the Shenzhen Shuibei market [1] - Major domestic smartphone manufacturers have collectively raised prices for flagship models, with increases ranging from 100 to 400 yuan for models like OPPO Find X9 and Redmi K90 series [1][2] Price Surge in Storage Products - Prices for storage products in Huaqiangbei have doubled, indicating a tense supply-demand relationship [3] - For instance, the price of a 16GB DDR4 memory module has risen from 180-190 yuan to around 400 yuan, with expectations of further increases due to chip shortages [3][4] - Solid-state drive (SSD) prices have also surged, with a 1TB SSD now priced at 620 yuan, reflecting a doubling in price over the past month [3][4] Supply Chain Dynamics - The rapid price increases have led to a "seller's market" for storage products, with upstream manufacturers like Samsung halting contract quotes for DDR5 DRAM, causing supply chain disruptions [4][6] - TrendForce data indicates a 171.8% year-over-year increase in DRAM prices by Q3 2025, highlighting the volatility in the market [4] Drivers of Price Increases - The primary driver of the current price surge is the "insatiable demand" driven by artificial intelligence (AI) applications, which has reshaped the storage supply-demand landscape [5][6] - Major storage manufacturers have shifted production capacity towards high-bandwidth memory (HBM) and DDR5, reducing the availability of older technologies like DDR4 [6][8] Market Structure and Future Outlook - The global storage market is dominated by a few key players, with SK Hynix, Samsung, and Micron controlling significant market shares in DRAM and NAND flash [7] - The rise of AI has disrupted the previously stable supply-demand balance, with AI servers requiring significantly more DRAM and NAND than traditional servers [8] - Analysts predict that the tight supply of DDR4 will persist at least until mid-2026, as PC brands accelerate the adoption of DDR5 to meet demand [8]

Core Viewpoint - A significant price surge is occurring in the Shenzhen Huaqiangbei market, surpassing the previous gold price spikes in the Shenzhen Shuibei market, driven by rising prices of flagship smartphones and storage chips [1][2]. Group 1: Price Surge in Storage Products - The prices of storage products, including DDR4 and SSD, have doubled in Huaqiangbei, with reports of "daily price changes" reflecting a tense supply-demand relationship [2][4]. - For instance, the price of a 16GB DDR4 memory stick has increased from approximately 180-190 RMB to 400 RMB, with expectations of further increases due to chip shortages [4][5]. - SSD prices have also surged, with a 1TB Samsung SSD now priced at 620 RMB, having doubled in a month, while a 2TB version is around 1200 RMB [4][5]. Group 2: Factors Driving Price Increases - The current price surge is attributed to a supply-demand imbalance, primarily driven by the "insatiable demand" from artificial intelligence (AI) applications, which has reshaped the storage industry [6][8]. - Major storage manufacturers have shifted production capacity towards high-bandwidth memory (HBM) and DDR5, reducing the availability of older technologies like DDR4, leading to a significant supply crunch [6][9]. - The demand for AI servers is substantially higher, with each AI server requiring eight times the DRAM and three times the NAND compared to standard servers [8][9]. Group 3: Industry Cyclicality and Historical Context - The storage industry is characterized by strong cyclicality, with prices often experiencing dramatic fluctuations due to mismatches in supply and demand [12][13]. - Historical trends show that the storage market has undergone three major cycles in the past decade, with the current cycle driven by AI infrastructure rather than consumer demand [12][13]. - The industry's price volatility is influenced by upstream manufacturers' capacity adjustments, which can lead to rapid price increases followed by sharp declines when supply catches up [13]. Group 4: Financial Performance of Key Players - Major players like SK Hynix reported a 39% year-on-year revenue increase, reaching approximately 170.9 billion USD, with net profits up 119% to about 88 billion USD [14]. - Companies in the storage supply chain, such as Jiangbolong and Baiwei Storage, are showing significant profit growth, with Jiangbolong's net profit increasing by 27.95% to 713 million RMB [16][20]. - The performance of distributors like Shannon Chip is mixed, with sales rising but net profits slightly declining, highlighting the challenges faced in the midstream of the supply chain [18].

格隆汇11月5日丨深圳华强(000062.SZ)在投资者互动平台表示，公司目前未持有比亚迪半导体股权，但 与比亚迪半导体保持着长期稳定的业务合作关系。 ...

本报讯 （记者袁传玺）天眼查App显示，近日，深圳华强人工智能孵化器运营管理有限公司成立，法定 代表人为陈辉军，注册资本2000万元，经营范围包括创业投资、以自有资金从事投资活动、自有资金投 资的资产管理服务、非居住房地产租赁等。股权全景穿透图显示，该公司由深圳华强（000062）旗下深 圳华强电子世界发展有限公司全资持股。 （文章来源：证券日报） ...

天眼查App显示，近日，深圳华强人工智能孵化器运营管理有限公司成立，法定代表人为陈辉军，注册 资本2000万人民币，经营范围包括创业投资、以自有资金从事投资活动、自有资金投资的资产管理服 务、非居住房地产租赁等。 天眼查App显示，近日，深圳华强人工智能孵化器运营管理有限公司成立，法定代表人为陈辉军，注册 资本2000万人民币，经营范围包括创业投资、以自有资金从事投资活动、自有资金投资的资产管理服 务、非居住房地产租赁等。股权全景穿透图显示，该公司由深圳华强（000062）旗下深圳华强电子世界 发展有限公司全资持股。 ...

记者丨李金萍 编辑丨孙超逸 45年前，一米柜台孕育出华强北的"创客精神"；27年前，小马哥的"企鹅帝国梦"从这里开启；如今，华 强北已孕育出超1000家全国乃至世界知名企业，拥有日均70万人次客流、超10亿件年发货量，服务覆盖 183个国家的全球客商。 华强北这一次定位为"世界创客第一街"，又想书写什么新故事。 图：2025华强北创客大会的创客市集现场，摄/李金萍 打造全国新质生产力策源第一街 11月1日，在2025华强北创客大会现场，一位特殊的创业者吸引了参会嘉宾的注意。它叫小北，是一台 具身机器人，它告诉现场嘉宾，在华强北这片1.45平方公里的土地上，有11.5万家商事主体、35家专业 市场、100万种以上的电子元器件。今年以来，华强北新增商事主体7384家，同比增长23%，个转企、 企升规数量均位居深圳市福田区第一。 小北只是华强北众多创客成员的代表。据了解，华强北目前已有超2万名创客在这里扎根、生长、突 破。 为何创客们纷纷选择华强北？ 凌雄科技（2436.HK）是一家在华强北创业成功的国家级专精特新"小巨人"企业，旗下品牌"小熊U 租"为行业知名DaaS（设备即服务）平台。该公司董事会主席胡祚雄向2 ...

（原标题：深圳华强北打造"世界创客第一街" 背后藏着什么新故事） 21世纪经济报道记者 李金萍 实习生周彦辰 深圳报道 被称为"中国电子消费第一街"的深圳华强北，又有了大动作。 11月1日，2025华强北创客大会启幕，大会宣布将每年11月1日定为"华强北创客日"，并为创客带来三重创业礼包，包括重量级导师组成的"陪跑天 团"、针对金融与法律需求的创业痛点解决方案等。 45年前，一米柜台孕育出华强北的"创客精神"；27年前，小马哥的"企鹅帝国梦"从这里开启；如今，华强北已孕育出超1000家全国乃至世界知名 企业，拥有日均70万人次客流、超10亿件年发货量，服务覆盖183个国家的全球客商。 华强北这一次定位为"世界创客第一街"，又想书写什么新故事。 （图：2025华强北创客大会的创客市集现场，摄/李金萍） 打造全国新质生产力策源第一街 11月1日，在2025华强北创客大会现场，一位特殊的创业者吸引了参会嘉宾的注意。它叫小北，是一台具身机器人，它告诉现场嘉宾，在华强北这 片1.45平方公里的土地上，有11.5万家商事主体、35家专业市场、100万种以上的电子元器件。今年以来，华强北新增商事主体7384家，同比增长 2 ...

Core Insights - The seminar "Huaqiang Builds Chain Ascend for a Thousand Miles" focused on edge computing technologies and the Ascend AI ecosystem, attracting over 150 industry experts and practitioners [2] - Huawei emphasized the continuous deepening and openness of the Ascend AI ecosystem, inviting more industry players to join and collaborate on product and solution design [2] - Huaqiang Semiconductor Group aims to leverage its extensive customer base and semiconductor resources to actively participate in the Ascend AI business and ecosystem [2] Group 1: Seminar Highlights - The seminar featured a report by Zhu Meiling from Huaqiang Electronic Industry Research Institute, highlighting that edge AI represents a long-term structural opportunity driven by technology, market demand, policy, and capital [3] - Huawei's Ascend hardware expert Zhou Chen detailed the development roadmap for Ascend AI NPU chips, which are set to double in computing power annually over three years [3] - The seminar included presentations on AI-RAN architecture and educational reforms aimed at cultivating talent in integrated circuits [4] Group 2: Strategic Goals - Huaqiang Semiconductor Group's Vice President Wang Yong emphasized the goal of building a practical closed-loop ecosystem in the Ascend AI business, collaborating with hardware, algorithm, and integration partners [4] - The seminar showcased the commitment of Huawei and Huaqiang to innovation and ecosystem development in the Ascend AI field, aiming to create a prosperous future in the intelligent era [5]