转自：三门峡发布 当前，存储芯片成本的上涨 正引发连锁反应 这一影响已波及手机行业 相关话题登上热搜 据智通财经消息，供应链最新信息显示，继2024年下半年触底反弹后，手机内存及存储芯片价格已连续多个季度保持上涨趋势，2026年伊始涨幅进一步扩 大。 1TB 闪存芯片的成本，从 2025 年的 200 多元，涨到了现在的近 600 元，直接翻了两倍多。12GB LPDDR5X 内存的成本从 200 元涨到近 600 元，256GB UFS4.0 闪存涨幅 80%-90%。 内存，这个曾经被视为"白菜价"的零部件，如今成了手机行业最昂贵的"奢侈品"。 去年这段时间的手机市场出现了一个诡异的景象：旗舰机依然在卷影像、卷 AI、卷屏幕，发布会一场接一场，噱头一个比一个足。而千元机市场却是静 悄悄的。 有分析机构预测，2026 年中国手机市场出货量将下降2.2%。但这背后，不是消费者不想换机了，而是大量中低端需求的被动萎缩。 多位产业链人士证实，当前智能手机存储芯片采购成本较去年同期已上涨超过80%，且仍未见放缓迹象。受此成本压力传导，据渠道及ODM厂商透露， OPPO、一加、vivo、小米、iQOO、荣耀等多家头部 ...

（来源：巨潮WAVE） 文 | 老鱼儿 编辑 | 杨旭然 2026年的春天，对于"非洲手机之王"传音控股而言，注定是充满矛盾的一段时光。 冲刺资本市场的新动作，是传音控股目前工作的焦点。这家A股市值约670.57亿元的企业，将于3月12日启动香港上市NDR（非交易路演），预期交易规 模约为5亿至10亿美元，目标是在2026年第二季度登陆港交所主板。 而刺眼的业绩快报，则揭露了企业另一面的冰山一角：其去年全年营业总收入656.23亿元，同比下降了4.5%；归母净利润25.84亿元，同比暴跌53.43%； 基本每股收益2.26元创了上市以来最差业绩表现之一。 很少有中国企业能像传音这样，在国内默默无闻，却在遥远的非洲大陆封神。 但如今这份在非洲大陆和其他新兴市场积累的荣光，似乎正在成为束缚它的枷锁。 长期沉浸在"舒适区"，传音对扩展新兴市场形成了依赖。当各大手机品牌纷纷涌入非洲和拉美等新兴市场，当全球手机行业迈入AI转型新时代，传音控股 只能被动承受冲击。 赴港上市有机会让传音控股获得新的信心，但这似乎只能解决与钱有关的问题。面对更深层次的矛盾和压力，获得融资并不是唯一的答案。 成也非洲 曾几何时，传音控股是中国 ...

当前，存储芯片成本的上涨 正引发连锁反应 这一影响已波及手机行业 相关话题登上热搜 据智通财经消息，供应链最新信息显示，继2024年下半年触底反弹后，手机内存及存储芯片价格已连续多个季度保持上涨趋势，2026年伊始涨幅进一步扩 大。 多位产业链人士证实，当前智能手机存储芯片采购成本较去年同期已上涨超过80%，且仍未见放缓迹象。受此成本压力传导，据渠道及ODM厂商透露， OPPO、一加、vivo、小米、iQOO、荣耀等多家头部手机品牌已拟定于3月初启动新一轮产品价格调整。这将是近五年来手机行业规模最大、涨幅最为显 著的一轮集体调价。 随着内存成本的频繁波动，2026年中国手机市场或将面临历史上首次一年内多次上调价格的局面。 从主流品牌调价情况来看，国内厂商的近期发布的红米K90系列、iQOO 15等新款机型较上一代涨价100-600元不等，联想、OPPO等品牌的中端机型也普 遍上调售价，部分机型涨幅达20%。 不过有数码博主表示，手机涨价的原罪并非存储，而是全供应链材料集体涨价带来的结果。 REDMI产品经理微博发文 去年这段时间的手机市场出现了一个诡异的景象：旗舰机依然在卷影像、卷 AI、卷屏幕，发布会一场接 ...

当前，存储芯片成本的上涨 正引发连锁反应 这一影响已波及手机行业 相关话题登上热搜 不过有数码博主表示，手机涨价的原罪并非存储，而是全供应链材料集体涨价带来的结果。 千元机正在消失？ 据智通财经消息，供应链最新信息显示，继2024年下半年触底反弹后，手机内存及存储芯片价格已连续多个季度保持上涨趋势，2026年伊始涨幅进一步扩 大。 多位产业链人士证实，当前智能手机存储芯片采购成本较去年同期已上涨超过80%，且仍未见放缓迹象。受此成本压力传导，据渠道及ODM厂商透露， OPPO、一加、vivo、小米、iQOO、荣耀等多家头部手机品牌已拟定于3月初启动新一轮产品价格调整。这将是近五年来手机行业规模最大、涨幅最为显 著的一轮集体调价。 随着内存成本的频繁波动，2026年中国手机市场或将面临历史上首次一年内多次上调价格的局面。 从主流品牌调价情况来看，国内厂商的近期发布的红米K90系列、iQOO 15等新款机型较上一代涨价100-600元不等，联想、OPPO等品牌的中端机型也普 遍上调售价，部分机型涨幅达20%。 TrendForce 集邦咨询2026年2月的数据显示：近三个月手机存储芯片现货价格累计上涨超过 300 ...

从起售价来看，S26标准版预约起售价为6999元/台，S26+预约起售价为7999元/台，超大杯S26 Ultra预 约起售价为9999元/台。其中标准版和+版起售价相比上代上涨了1000元/台，超大杯起售价上涨了300元/ 台。 在业内看来，在手机内存及存储芯片价格接连上涨且未见放缓的背景下，2026年智能手机全面涨价已是 必然趋势。至于具体价格是否如业界所传的在1000元至3000元的价位段，目前未有厂家给出回应，仍有 待观察。 推出防窥屏和更多AI功能 友商：只实现"豆包AI手机"的局部能力 春节后的首个大厂高端旗舰机正式亮相。 2月26日，三星电子正式发布旗下第三代AI手机Galaxy S26系列。从外观上看，据部分已经拿到新机的 测评博主介绍，此次发布的新系列与上一代要更为轻薄，外观整体差别不大。 不过，国内用户一直呼吁的"痛点"，如S26 Ultra（以下简称"S26U"）的Spen笔没有蓝牙功能、电池最大 版本仅为5000mAh、5倍或10倍大长焦等仍未有更新。 另外，此次全系列产品的内存也遭到不少网友吐槽，S26国行全系系列目前只有顶配的S26U 1TB（内 存） 版本的运行内存为16GB，其 ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起看看吧。 【巨头风向标】 谷歌推出新一代图像生成模型Nano Banana 2 谷歌推出Nano Banana 2 (Gemini 3.1 Flash Image)，有多个层面的改进：主体一致性方面，在单一工作流程中，可保持多达5个角 色的相似性以及多达14个物体的保真度，让你能够制作故事板和构建叙事内容，而无需改变输入内容的外观；凭借增强的指令 遵循能力，该模型能更严格地按照复杂要求执行；能够制作出引人注目的素材，可完全控制从512像素到4K的各种宽高比和分辨 率；Nano Banana 2呈现出鲜明的光影、更丰富的纹理和更清晰的细节。 Anthropic收购Vercept Anthropic宣布收购西雅图AI初创公司Vercept，为自家智能体工具Computer Use补上视觉短板。Computer Use是Anthropic为旗下 AI大模型Claude打造的，使其能直接操控电脑的核心能力，让Claude可以像人一样看屏幕、动鼠标、敲键盘、操作软件，完成多 步骤、 ...

【国金计算机&科技】 3C订单超预期，3D 打印景气度极速抬升 【国金计算机&科技】 3C订单超预期，3D 打印景气度极速抬升 #当创新遇到物理瓶颈_3D打印开启序章。 2024年全球3D打印市场规模已达219亿美元，预计未来10年将以18%的年复合增长率加速向千亿美元量级迈进，预 计2034年将突破1，145亿美元。 我们认为，伴随AI、空天、3C、机器人、汽车等产业不断突破创新边界，传统制造工艺已临近上限，难以满足散 热、轻量化等实际需要，亟需3D打 #3C钛合金零部件3D打印需求急速抬升。 以苹果荣耀华为等手机厂商为代表，正加速将3D打印钛合金技术广泛应用于折叠屏手机铰链、钛合金边框、智能 穿戴等精密部件的大规模制造。 以手机中框为例，传统工艺制造成本200美金，假设3D打印降本一半至100美金，以头部手机厂商每年2亿部手机计 算，市场空间巨大。 #投资建议：重点关注华曙高科、大族激光、飞沃科技、银邦股份、铂力特、哈森股份等。 #当创新遇到物理瓶颈_3D打印开启序章。 2024年全球3D打印市场规模已达219亿美元，预计未来10年将以18%的年复合增长率加速向千亿美元量级迈进，预 计2034年将突破1， ...

编辑|金冥羽陈俊杰杜波校对|许绍航 2月26日，三星召开Galaxy全球新品发布会，交出了开年旗舰答卷——Galaxy S26系列。作为2026年手 机圈的第一波重头戏，三星此次有创新也有"舍弃"：新的内置防偷窥屏、仅给"顶配"上16GB运行内 存、更多的AI功能以及一个关键信号：涨价。 在业内看来，在手机内存及存储芯片价格接连上涨且未见放缓的背景下，2026年智能手机全面涨价已是 必然趋势。至于具体价格是否如业界所传的在1000元至3000元的价位段，目前未有厂家给出回应，仍有 待观察。推出防窥屏和更多AI功能友商：只实现"豆包AI手机"的局部能力 根据起售价，S26标准版预约起售价为6999元/台，S26+预约起售价为7999元/台，超大杯S26Ultra预约起 售价为9999元/台。其中，标准版和+版起售价相比上代上涨了1000元/台，超大杯起售价上涨了300元/ 台。近千元的涨幅引发了不少网友的热议。存储芯片成本持续攀升2026或将成为智能手机"涨价年" 春节后的首个大厂高端旗舰机正式亮相。 2月26日，三星电子正式发布旗下第三代AI手机Galaxy S26系列。从外观上看，据部分已经拿到新机的 测评 ...

Report Summary 1. Investment Ratings The report does not provide an overall industry investment rating. 2. Core Views - **Macro Outlook**: China's post - holiday market is active with increased trading volume and risk appetite. The A - share market is expected to see better performance from IC than IH. The bond market has limited short - term odds and should be traded with a band strategy. Global economic factors such as US - China trade talks, exchange rate fluctuations, and geopolitical events impact the market. The smartphone and automotive industries face challenges, while the real estate market shows signs of recovery in some areas [7][14][15]. - **Commodity Markets**: Different commodities have different trends. For example, steel and iron ore are expected to oscillate, and the future of these markets depends on demand. Some commodities like lithium carbonate are expected to be bullish in the short - term, while others like沪锌 and沪铅 may continue to be under pressure [16][25][29]. 3. Summary by Category **Macro News** - **Trade and Policy**: The sixth round of China - US economic and trade consultations is upcoming. The central bank supports cross - border RMB inter - bank financing. The RMB has appreciated rapidly against the US dollar [7]. - **Resource and Energy**: Zimbabwe bans the export of raw minerals and lithium concentrates, which impacts the lithium market. The third - round of indirect talks between Iran and the US ends, with significant differences remaining [7][8]. - **Financial and Market**: Compensation for investors affected by the valuation adjustment of Guotou Silver LOF starts. IDC predicts a 12.9% year - on - year decline in global smartphone shipments in 2026. Multiple smartphone brands plan price adjustments. The Chinese brand passenger vehicle sales decline in January 2026. The real estate market in some areas shows signs of recovery [8][9]. **Macro Finance** - **Stock Index Futures**: After the holiday, the A - share market is active. It is expected that IC will perform better than IH due to different sector performances and increased risk appetite [14]. - **Treasury Bond Futures**: The bond market is weak after the "Shanghai Seven" policy for the property market. Without interest - rate cut expectations, it is difficult for bond yields to decline further. Attention should be paid to the government's monetary and fiscal policies [15]. **Black Metals** - **Steel and Iron Ore**: The current supply - demand contradiction is limited, and there is unlikely to be a large price change. The future market depends on the start of steel demand. Iron ore supply is abundant [16]. - **Coking Coal and Coke**: Prices are expected to oscillate weakly in the short - term, and attention should be paid to the resumption of coal mines and downstream demand [19]. - **Ferroalloys**: For manganese silicon, it is not recommended to chase long positions after a large increase. Silicon iron long positions are recommended. Attention should be paid to the start - up of semi - coke plants [20]. - **Soda Ash and Glass**: Currently, it is advisable to wait and see. For soda ash, focus on the supply stability of leading enterprises and new production capacity. For glass, pay attention to the actual changes in production lines and demand [21]. **Non - ferrous Metals and New Materials** - **Copper**: In the short - term, copper prices will oscillate due to unstable macro - environment and inventory accumulation. In the long - term, tight raw material supply supports prices [23]. - **Zinc**: Domestic zinc inventories are increasing, and previous short positions should be held [25]. - **Lead**: Social lead inventories are at a 5 - month high. Previous short positions can be held, but lead consumption may improve in March [27]. - **Lithium Carbonate**: In the short - term, it is expected to be bullish due to increased demand and supply disruptions. Attention should be paid to buying opportunities on pull - backs [29]. - **Industrial Silicon and Polysilicon**: Industrial silicon will oscillate, and polysilicon will have a wide - range oscillation. Caution is advised in operation [31]. **Agricultural Products** - **Cotton**: Domestically, it is expected to be bullish, and low - buying and rolling operations are recommended. Attention should be paid to the demand after the holiday and international factors [34]. - **Sugar**: There is a short - term supply surplus, but the domestic sugar price may rebound due to restocking demand. It is in a low - level oscillation [35]. - **Eggs**: In the short - term, the spot price is weak, and the futures price will oscillate. Attention should be paid to inventory reduction and old - hen culling [37]. - **Apples**: High - quality apple prices will remain stable, and the overall price will oscillate in a range [38]. - **Corn**: The futures price will oscillate, and attention should be paid to the upper pressure. After the holiday, corn trading has not fully recovered, and there are supply pressures [39]. - **Jujubes**: Currently, the price is expected to oscillate weakly. Attention should be paid to the sales in the sales area and the mentality of buyers [40]. - **Hogs**: After the holiday, the market has a supply - demand imbalance with more supply. It is not recommended to short near - month futures contracts [41]. **Energy and Chemicals** - **Crude Oil**: The market is in a game between geopolitical risks and fundamental oversupply. The upside space is limited [43]. - **Fuel Oil**: The supply - demand situation has marginally improved, and the short - term focus is on the impact of oil prices dominated by geopolitics [44]. - **Plastics**: Polyolefins have large supply pressure but are slightly supported by rising raw material prices. An oscillating and weakening trend is expected [45]. - **Rubber**: In March, the downstream export orders are good, and there is support at the cost side. Caution is advised when chasing long positions [46]. - **Synthetic Rubber**: There is still room for decline in the short - term. Attention should be paid to the changes in butadiene and downstream devices [47]. - **Methanol**: The current supply - demand situation has slightly improved, but there may be a price correction. Attention should be paid to port inventory and Iranian supply [48]. - **Caustic Soda**: The futures price is expected to oscillate weakly. Attention should be paid to the recovery of demand and the impact of warehouse receipts [49]. - **Asphalt**: It follows oil price fluctuations, and attention should be paid to restocking demand after winter storage in March [51]. - **PVC**: In the short - term, it may be bullish, but the long - term supply - demand contradiction remains. Caution is advised [52]. - **Polyester Industry Chain**: In the short - term, the supply - demand situation is under pressure, and prices follow oil price fluctuations. Consider long - short spreads for PX and PTA 5 - 9 contracts [53]. - **Liquefied Petroleum Gas**: In the absence of further geopolitical escalation, the main contract is expected to be bearish [54]. - **Pulp**: The port inventory is at a new high, and the market sentiment has declined. Attention should be paid to inventory changes and price increases of finished products [56]. - **Logs**: The forward spot price is supported by cost, and attention should be paid to the impact of new delivery rules and market sentiment [57]. - **Urea**: The futures price is expected to oscillate bearishly. Attention should be paid to the difference between agricultural and industrial demand [57].

（来源：大众新闻-大众日报） 2026年中国手机行业将正式迎来全面涨价潮，这也是国内手机市场发展以来首次出现全品类、全品牌同 步普涨的态势。3月起，手机涨价将进入加速阶段，新品涨幅可达1000元以上。同时OPPO、一加、 vivo、iQOO、小米、荣耀等主流品牌或将陆续上调老款机型售价。 "这轮涨价不是个别品牌的选择，而是全行业的必然趋势。"一位业内人士透露，目前国内主流手机品牌 均已完成涨价方案的敲定，部分品牌已向线下经销商、线上渠道商下发了调价通知。 以往手机行业即便出现涨价，也多是一次性调整，或者仅针对部分高端机型，而2026年，无论是新发布 的机型还是在售的老款机型，都可能迎来多次调价。 2026年中国手机行业将正式迎来全面涨价潮，这也是国内手机市场发展以来首次出现全品类、全品牌同 步普涨的态势。3月起，手机涨价将进入加速阶段，新品涨幅可达1000元以上。同时OPPO、一加、 vivo、iQOO、小米、荣耀等主流品牌或将陆续上调老款机型售价。 "这轮涨价不是个别品牌的选择，而是全行业的必然趋势。"一位业内人士透露，目前国内主流手机品牌 均已完成涨价方案的敲定，部分品牌已向线下经销商、线上渠道商下发了调 ...