“一天一个价”！记者实探深圳华强北，揭秘存储产品价格狂飙背后

Core Insights - Shenzhen Huaqiangbei electronic market is experiencing a rare price surge in storage products, with DDR4 memory and SSD prices doubling, and some increases surpassing gold prices [2][5] - The price of a 16GB DDR4 memory module has risen from 180-190 RMB to over 400 RMB, with some brands quoting as high as 420 RMB; a 1TB Samsung SSD has increased from over 200 RMB to 620 RMB, and the 2TB version has exceeded 1200 RMB [2][3] Price Dynamics - The phenomenon of "one price in the morning, another in the afternoon" is prevalent, indicating a volatile market with tight supply and some products being "priced but unavailable" [3][4] - Merchants express a mix of helplessness regarding price fluctuations and anxiety over the rapidly changing value of their inventory [3][4] Supply and Demand Factors - The primary reason for the price surge is structural changes in supply and demand, particularly due to upstream wafer factories adjusting production capacity for older process chips like DDR4 [5][9] - The explosion of demand for storage chips driven by the AI wave has exacerbated supply-demand imbalances in the market [5][7] Market Behavior - Despite soaring prices, terminal sales have sharply declined, with consumers and businesses postponing purchases due to high costs [11][13] - Merchants report that the price increases have led to a significant drop in sales, as both individual consumers and corporate clients are hesitant to buy [11][13] Industry Shifts - The price surge has led to a notable increase in the market share of domestic storage brands, which are becoming mainstream due to their cost-effectiveness compared to international brands [11][13] - The current market dynamics reflect a growing maturity in the domestic storage supply chain, providing a buffer against international supply fluctuations [11][13] Regulatory Response - The price volatility has caught the attention of regulatory authorities, who are monitoring the situation and advising consumers to make rational purchases while warning against hoarding and price manipulation [13][14] - The market is currently in a "volume reduction and price increase" state, with short-term price declines unlikely due to multiple factors including AI-driven demand and supply chain challenges [13][14]