佰维存储：存储产品价格在2026年第一季度、第二季度有望持续上涨

Core Viewpoint - The company Bawei Storage (688525.SH) is progressing well with its advanced wafer-level packaging project in Dongguan, expecting to reach a monthly production capacity of 5,000 wafers by the end of 2026 and 10,000 wafers by the end of 2027, with revenue contributions starting in late 2026 [2] Group 1: Company Developments - The company announced that its advanced packaging project is on track, with significant production capacity milestones set for 2026 and 2027 [2] - The company is benefiting from a substantial price increase in NAND flash memory, with SanDisk raising contract prices by 50% in November 2025, leading to improved revenue and profit [2] - The company is actively delivering high-value products for the emerging AI edge sector, optimizing its product mix and significantly improving its operating income and profit [2] Group 2: Market Trends - The storage product prices are expected to continue rising in the first and second quarters of 2026, indicating a favorable market environment for the industry [2] - The company has sufficient inventory levels as it prepares for increased demand, reflecting a proactive approach to supply chain management [2]