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存储芯片:进入新一轮涨价周期
Xi Niu Cai Jing· 2026-01-29 05:49
全球存储产业迎来历史性转折。招商证券研报指出,截至2026年1月,全球存储产业(以SSD/NANDFlash为主,兼顾DRAM)正处在一轮明显的涨价上行 期。 本轮涨价周期是AI驱动的结构性需求重构。AI训练和推理对算力需求增长快,高带宽、低延迟存储可降低算力与训练成本,数据中心、服务器对大容量 DDR5、HBM及企业级SSD需求大增,供给端短期内增长有限,供需偏紧推高价格。2025Q4以来,闪迪、三星等海外存储原厂纷纷涨价,进一步凸显供应紧 张。 存储芯片涨价趋势有望延续。DRAM方面,受原厂减产影响供给紧缺,DDR4持续上涨,AI训练与推理加大大容量DDR5、HBM需求,预计2026年DDR5涨 价趋势延续;NAND方面,下游需求强劲,NANDWafer、颗粒价格上行,AI驱动数据结构变化,存储从HDD转向SSD/DRAM,叠加HDD扩产有限、交付周 期延长,进一步推动SSD加速渗透。 布鲁姆斯伯里情报与安全研究所指出:"存储器价格可能在2027-2028年期间保持高位,只有当新的制造设施实现量产时,价格才有可能部分恢复正常;如果 随着产能的扩张,人工智能需求放缓,那么2028-2029年出现供应过剩的情 ...
电子城涨2.08%,成交额6107.28万元,主力资金净流入72.65万元
Xin Lang Zheng Quan· 2026-01-29 03:12
Group 1 - The core viewpoint of the news is that E-City's stock has experienced fluctuations, with a recent increase of 2.08% but a year-to-date decline of 1.64% [1] - As of January 29, E-City's stock price is reported at 5.40 CNY per share, with a total market capitalization of 6.04 billion CNY [1] - The company has seen a net inflow of main funds amounting to 726,500 CNY, while large orders accounted for 28.61% of purchases and 25.71% of sales [1] Group 2 - For the year 2025, E-City reported a revenue of 819 million CNY, reflecting a year-on-year decrease of 46.71%, while the net profit attributable to shareholders was -377 million CNY, showing a year-on-year increase of 23.23% [2] - The number of shareholders decreased by 5.89% to 42,000, while the average circulating shares per person increased by 6.26% to 26,617 shares [2] Group 3 - E-City has distributed a total of 1.618 billion CNY in dividends since its A-share listing, with 59.285 million CNY distributed over the past three years [3] - As of September 30, 2025, the third-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 14.4408 million shares, while the seventh-largest is Southern CSI Real Estate ETF, holding 8.4935 million shares, which decreased by 59,600 shares compared to the previous period [3]
广汇众智献良策 同心协力谋发展——省政协八届四次会议第二次全体会议发言摘登①
Hai Nan Ri Bao· 2026-01-29 02:42
Group 1 - Hainan aims to develop a blue carbon economy as a key strategy for implementing the "dual carbon" goals and enhancing the free trade port's construction [3][4] - The province received 329 speech materials during the provincial political consultative conference, with 14 members presenting ideas to promote Hainan as a significant gateway for China's new era of opening up [1] Group 2 - Hainan has a natural advantage in developing the blue carbon economy, which is essential for creating new growth points in the marine economy [3] - Recommendations include strengthening top-level design, enhancing market-oriented approaches, and leveraging the advantages of the free trade port for international development [4] Group 3 - Hainan's equipment manufacturing industry has shown rapid growth, with a 72.4% increase in value added in the first half of 2025, significantly outpacing the overall industrial growth [13][14] - Suggestions for the equipment manufacturing sector include attracting high-end engineering equipment manufacturers and optimizing the industry layout [14] Group 4 - The aging population in Hainan is projected to reach 1.83 million by the end of 2024, accounting for 17.46% of the total population, highlighting the need to address the challenges of "medical and nursing separation" [17] - Recommendations include enhancing planning for integrated medical and nursing services and expanding diverse elderly care services [18][19] Group 5 - The green energy storage industry in Hainan is developing rapidly, contributing to the green and low-carbon transition of the energy system [21][22] - Suggestions for the storage industry include establishing supportive policies, promoting project development, and enhancing talent cultivation [22] Group 6 - Hainan has the potential to become a core area for the digital sports industry, leveraging its unique advantages [26][27] - Recommendations include integrating digital sports into the overall digital economy development plan and attracting top-tier events to enhance the province's international profile [27] Group 7 - The low-altitude economy is identified as a new growth driver for Hainan's free trade port, essential for industrial transformation [40][41] - Suggestions include establishing a collaborative mechanism for low-altitude services and developing infrastructure for low-altitude economic activities [41]
大兴区区长刘洋:首都南部新增长极,协同发展新赋能
Xin Jing Bao· 2026-01-29 02:39
Core Viewpoint - Daxing District aims to enhance its economic development through a "6+5+3" industrial layout, focusing on six leading industry clusters including air economy, life health, and digital economy to establish a new growth pole in the southern part of the capital [1] Group 1: Industrial Development - Daxing District will leverage the "6+5+3" industrial layout to drive economic growth [1] - The six leading industry clusters identified are air economy, life health, and digital economy among others [1] - The district aims to elevate these industries to new heights, contributing to the overall collaborative development of the region [1] Group 2: Strategic Goals - The district's strategy is to accelerate the construction of a new growth pole in the southern part of Beijing [1] - Daxing District seeks to demonstrate new achievements and make significant progress within the broader context of coordinated development [1]
力争到2027年数字经济核心产业增加值突破150亿元 数字经济新蓝海上,遂宁这样逐浪
Si Chuan Ri Bao· 2026-01-29 02:37
大屏幕上,不同颜色的点云(空间中点的数据集)构建出多样的三维场景。工作人员移动鼠标,框 选区域、贴上标签:"道路""绿化"……一个个被定义的数据片段,为人工智能模型注入"认知"能力—— 近日,在遂宁市河东新区博奥数链(四川)科技有限公司内,近百名数据标注师为此忙碌着。 数据标注是提升人工智能算法与模型性能的关键环节。去年,遂宁成功获批省级数据标注基地试 点,截至目前全市已引进5家数据标注企业,从业人员规模近1000人。 这仅是遂宁数字经济布局中的一环。近日,《遂宁市加快数字经济高质量发展实施方案》(以下简 称《方案》)正式印发,勾勒出数字经济发展路径:通过加速释放数据价值、建强数字经济基础底座、 加快数字产业发展、推动产业数字化赋能等举措,力争到2027年,全市数字经济核心产业增加值突破 150亿元。 数据"活"起来,服务"暖"起来 近日刚到遂宁工作的陈乐,很快成了"遂宁通"App的忠实用户。这款集成了639项智能办事指南、 353项"掌上办"服务的应用,帮他轻松办理了公积金、社保等业务,"连电动汽车充电桩位置都能一键查 询!" 已有产业基础与资源优势的数据标注产业,是遂宁打造数字经济产业链的重点之一。按照规 ...
成都新津:“智”造引领 “立园满园”擘画千亿级工业新图景
Mei Ri Jing Ji Xin Wen· 2026-01-29 01:17
在成都加快推进"工业立市、制造强市"的战略格局中,地处成都南翼的新津区正以"智造高地·幸福水城"的定位,奋力书写新时代先进制造业高质量发展 的新篇章。 数据显示,2025年新津以"立园满园"行动和系列产业攻坚为抓手,全区工业总产值突破600亿元,绿色食品、新能源、轨道交通等产业成为全市重要承载 板块。其中,健康食品产业产值突破200亿元,稳居全市第一,形成了最具新津辨识度的产业集群。 这一产业优势,并非单点突破,而是龙头带动、链条延伸的结果。在希望、中粮等龙头企业引领下,新津构建起覆盖原料加工、食品配料、精深制造的完 整链条,带动超过100家上下游企业集聚发展。尤为瞩目的是,伴随"新津造"产品持续走向全国乃至国际市场,其健康食品产业竞争力正从规模优势向品 质与技术优势转化。 眼下,中粮生化(成都)二期智能无人化工厂的投产,成为这一变化的典型缩影。作为全国重要的调味糖生产基地之一,该项目通过数字化、自动化生产 体系重构生产流程,推动健康食品产业向功能性原料、高附加值产品延伸。依托四川省健康食品产业园这一核心载体,新津健康食品产业正在形成更具技 术含量和市场弹性的产品结构。 面对新一轮科技革命与产业变革的浪潮,新 ...
韩云霄:激活下沉市场增量蓝海
Jing Ji Ri Bao· 2026-01-29 00:54
前不久召开的全国商务工作会议将"激发下沉市场消费活力"列为"深入实施提振消费专项行动"核心 工作之一。涵盖三线及以下城市、县镇与农村地区的下沉市场,承载着我国70%的人口和60%的社会消 费品零售总额,正成为拉动国内消费增长的新动能。激发下沉市场消费活力,是大力提振消费、建设强 大国内市场的战略举措,对于加快构建新发展格局、推动高质量发展,具有重要战略意义。 深化业态融合,拓展消费空间。加强人工智能、物联网、云计算等技术在下沉市场的创新运用,加 速一二三产业融合。推动农业与旅游、教育、康养等产业深度融合,发展休闲垂钓、研学科普、民宿康 养等休闲农业新业态。深化先进制造业和现代服务业融合发展,加快发展服务型制造,壮大柔性生产、 云制造、共享制造、虚拟制造、工业电商等新业态。推进文化和旅游深度融合发展,持续丰富"非遗 +旅游""演出+旅游"等业态,深化"文旅+百业""百业+文旅",因地制宜发展旅居休闲、避暑避寒等业 态。 近年来,我国下沉市场活力持续迸发,呈现出人口基数大、边际潜力高、结构升级快的显著特征, 拥有超9亿消费者,消费规模稳步扩大,乡村市场增长持续快于城镇,消费结构正从"以基本消费为 主"转向"品质化 ...
逯新红:深化中韩经贸合作共促互利共赢
Jing Ji Ri Bao· 2026-01-29 00:54
Group 1 - The core viewpoint emphasizes the importance of the stable development of China-South Korea relations for the well-being of both nations and regional peace, especially in the context of global economic recovery challenges [1] - China has been South Korea's largest trading partner for 21 consecutive years, with bilateral trade consistently exceeding $300 billion, highlighting the economic complementarity and potential for deeper cooperation [1] - The two countries should enhance practical cooperation in various sectors, such as semiconductors and electric vehicles, to avoid zero-sum thinking and foster collaborative development [1] Group 2 - Emerging fields like artificial intelligence, green industries, and digital economy are identified as key areas for future cooperation between China and South Korea, leveraging each country's strengths [2] - The two nations are encouraged to strengthen policy dialogue and establish joint laboratories or innovation parks to facilitate technological collaboration and joint investment, particularly in green transformation [2] - Continued institutional openness and the implementation of trade agreements like RCEP and the advancement of the China-South Korea Free Trade Agreement are crucial for promoting regional economic integration [2] Group 3 - Both countries bear significant responsibility for maintaining regional peace and stability in Northeast Asia and should work together to uphold the outcomes of World War II and promote genuine multilateralism [3] - There is a call for enhanced cooperation in addressing global challenges such as climate change, public health, and disaster prevention, which can empower broader regional cooperation and development [3]
宿迁:为全省高质量发展走在前列作出更大贡献
Xin Hua Ri Bao· 2026-01-28 23:44
Group 1 - The core viewpoint of the articles emphasizes the significant economic growth and development strategies of Suqian during the "14th Five-Year Plan" period, aiming for high-quality development and increased contributions to the province and the nation [2][10] - Suqian's economic total is expected to surpass 500 billion yuan, achieving a breakthrough of two trillion yuan levels, with a per capita GDP exceeding 100,000 yuan, which is above the national average [2] - The city has seen substantial growth in key industries, with high-end textile and new materials industries reaching over 100 billion yuan in output, and strategic emerging industries projected to generate 1.6 trillion yuan [2] Group 2 - The service sector is projected to account for over 50% of the GDP by 2025, with revenues from large-scale service industries expected to reach 151 billion yuan [2] - The digital economy is thriving, with e-commerce transactions exceeding 300 billion yuan and an average of 40 packages shipped globally every second [2] - Suqian has established a comprehensive economic development framework, including the completion of the Su-Lian waterway and the operation of a bonded logistics center, enhancing its connectivity and economic capacity [2] Group 3 - The "15th Five-Year Plan" focuses on five major development orientations, including becoming a demonstration zone for reform and innovation, and building a new base for intelligent manufacturing in the Yangtze River Delta [3][4] - The city aims to enhance its commercial logistics capabilities by leveraging its port resources and improving transportation infrastructure, thereby transitioning from a "transport corridor" to an "economic corridor" [3][4] Group 4 - Suqian is committed to promoting green development by establishing a circular economy and integrating renewable energy systems, aiming for a balance between high-quality development and environmental protection [7] - The city is focused on achieving common prosperity by enhancing employment quality, improving public services, and ensuring a robust social safety net for its residents [8]
1万+岗位释放 收获7700份简历
Xin Lang Cai Jing· 2026-01-28 23:06
1月28日,2026年"冰雪企遇·沈阳大学生寒假招聘会"拉开帷幕,作为今年首场大型综合招聘会,吸引了数千名求职者到场。本报记者 王迪 摄 1月28日,2026年"冰雪企遇·沈阳大学生寒假招聘会"拉开帷幕,作为今年首场大型综合招聘会,吸引了数千名求职者到场。本次活动由沈阳市人社局等部门 主办,旨在深入实施新时代人才强市战略,精准对接沈阳重点产业集群与新兴产业发展需求,促进高校毕业生等重点群体高质量充分就业。 招聘会预设线上线下展位200余个,汇聚了市内外多家国有企业、重点产业链企业及优秀民营企业,释放出智能制造、信息技术、现代服务、航空航天等领 域的1万余个优质岗位,为人才提供从基础岗位到管理岗位、从传统产业到新兴领域的多元化选择。 精准对接: 万余岗位覆盖传统与新兴领域 上午9时许,招聘大厅内已是人头攒动。求职者们手持简历,在企业展位前仔细询问岗位要求、发展空间。"我是沈阳本地高校的应届毕业生,学的是机械工 程。"22岁的李晓阳告诉记者,他已经在几家制造业企业展位前投递了简历。"这次招聘会来的企业类型很全,特别是很多高端制造企业和我专业对口。我比 较看重企业的技术培训体系和晋升通道。" 本次招聘会以"精准对接 ...