众所周知，最近一年多以来，整个存储芯片市场，都是大涨特涨。 再说NAND闪存这一方面，国内最强的是长江存储，其市场格局如下。 这个是按照收入来展示的，长江存储在2025三季度时，其营收大约在22亿美元左右，如果放到全球来 看，大约占比是11%。 像三星、SK海力士、美光等厂商，真的是赚疯了，比如三星，按照机构的数据，2025年四季度三星存 储部门的收入高达37.4万亿韩元（259亿美元），创下了历史纪录。 也正因为存储芯片这么涨，所以大家都说，国产存储芯片厂商，也碰到了最好的时机，赚大钱的机会来 了。 那么问题就来了，目前国产存储芯片厂商，到底有多厉害，能够在这一波大涨之中，赚到大钱么？ 目前整个存储芯片就两种主要品牌，一种是DRAM内存，一种是NAND闪存，这两种占了所有存储芯片 的95%，其它的相对而言，占比低，也没那么重要。 先说DRAM内存这一方面，国内最强的厂商是长鑫，而全球市场的格局，如下图所示。 这个是截止至2025年三季度的数据，可以看到长鑫存储的全球份额大约在5%左右，排在第四名，而前 面三名是SK海力士，三星、美光，这三家的份额为34%、33%、26%，合计高达93%。 所以国产DRAM内 ...

11月28日，港股科技板块早盘表现略微震荡热门ETF中，恒生科技指数ETF（513180）高开后震荡攀 升，截至发稿现涨近0.5%，盘中成交额逼近14亿元。成分股中，地平线机器人-W、华虹半导体、阿里 巴巴-W、蔚来-SW、京东集团-SW等涨幅居前。 中银国际在研报中称，产业链景气度持续验证与政策催化预期强化，科技主线有望回归。AI产业链特 别是国产算力是我国先进制造业的重要一环，也是智能化产业代表，在当前大背景下，更是急需加快科 技自立自强的重点领域，此次政策催化预期强化，产业链有望持续受益。产业链景气度持续验证与政策 催化预期强化之下，配置可逐步回归科技主线，特别是国产算力、国产存储芯片等领域。 国联民生证券认为，展望后市，近期市场延续"高开低走+低量能"的趋势，承接资金不足，热点也较为 杂乱，指数分化明显，市场仍处于震荡修复阶段，以结构性机会为主。持仓上谨慎追高，可埋伏带长期 逻辑的低位行业个股，如"十五五"规划中提到的四大新兴产业和六大未来产业，静待政策面消息拉动； 短期可适当参与科技板块中，前期超跌且有消息催化的消费、AI应用、机器人等的轮动机会。 ...

Group 1 - Changxin Storage officially launched its latest DDR5 product series at IC China 2025, featuring a maximum speed of 8000 Mbps and a maximum chip capacity of 24 Gb, achieving international leading standards [1] - The new 8000 Mbps DDR5 chip represents a 25% speed increase compared to the previous 6400 Mbps products, positioning it within the top tier of international performance [1] - The introduction of the 24 Gb high-capacity chip provides significant advantages for large-scale data centers, enhancing model loading capabilities and multitasking efficiency without requiring additional physical slots [1] Group 2 - Changxin Storage showcased a complete module product matrix, covering various applications from cloud to edge, including RDIMM, MRDIMM, UDIMM, SODIMM, CUDIMM, and CSODIMM [2] - The RDIMM modules cater to the server market, offering multiple capacities to support mainstream platform memory configurations, while MRDIMM indicates the company's capability to support next-generation server platforms [2] - The recent launch of the LPDDR5X product, aimed at the mobile market, features a maximum speed of 10667 Mbps and offers various packaging solutions with capacities of 12GB, 16GB, 24GB, and 32GB [2]

随着处理器核心数量与AI模型规模持续增长，算力系统对内存速率的需求大幅提升。观察者网了解到，长鑫存储最新发布的8000 Mbps DDR5 芯片，较 6400Mbps产品速率提升25%。当前市场基准中，6400 Mbps代表服务器与高端PC的主流性能层级，而8000 Mbps则已迈入国际顶级性能梯队。 在内存容量上，长鑫存储在标准16Gb 颗粒以外，重点推出24Gb大容量颗粒，对于大规模数据中心具有显著优势，能在不占用额外物理插槽的前提下，显著 提升系统的模型加载能力与多任务处理效率，满足数据中心快速扩容的刚需。 11月23日，观察者网获悉，国产存储芯片厂商长鑫存储在IC China 2025（中国国际半导体博览会）上正式发布其最新DDR5产品系列：最高速率达 8000Mbps，最高颗粒容量24Gb，均达到国际领先水平，并同步推出覆盖服务器、工作站及个人电脑全领域的七大模组产品。 在展台上，长鑫存储展示了最新DDR5系列产品，以及最高速率10667Mbps、最高颗粒容量16Gb的最新LPDDR5X移动端内存。其两大产品系列速率、容量 双维度均位居业界第一梯队，标志其产品性能与布局已全面达到全球主流高端水准，国 ...

Group 1 - The Hong Kong stock market opened higher on October 27, with the semiconductor sector leading the gains, particularly the Hong Kong Technology 30 ETF (513160), which opened over 2% higher and rose by 2.37% with a premium trading rate of 0.28% [1] - Notable stocks within the ETF included ZTE Corporation and Black Sesame Intelligence, both rising over 4%, along with other companies like Meitu and SMIC [1] - From October 22 to 24, there was a net inflow of 96.59 million yuan into the Hong Kong Technology 30 ETF, indicating strong interest in Hong Kong tech stocks [1] Group 2 - As of October 24, the Shanghai Composite Index reached a recent high, while the ChiNext Index approached its previous high, contrasting with the nearly 10% decline in the Hang Seng Technology Index since early October [2] - Zhongyin International noted that the continuous verification of industry chain prosperity and strengthened policy catalysis expectations suggest a return to the technology sector as a main investment focus, particularly in the AI industry chain and domestic computing power [2] - The emphasis on domestic computing power and storage chips is seen as crucial for advancing China's manufacturing and intelligent industries, with policy support expected to benefit these sectors [2]

Group 1: Company Developments - Changjiang Storage Technology Co., Ltd. (Chang Storage Group) has completed its shareholding reform by holding its inaugural shareholders' meeting and electing the first board of directors [1] - The company is the only domestic manufacturer of 3D NAND and has been valued at 160 billion yuan, ranking ninth among China's top ten unicorns according to Hurun Research Institute [1] - In April 2023, a subsidiary of Yangyuan Beverage announced an investment of 1.6 billion yuan in Chang Storage Group, acquiring 0.99% of its shares, which raised the company's valuation to 161.6 billion yuan [1] - Chang Storage Group has received over 10 billion yuan in investments from 16 institutions, including investments from employee stock ownership platforms [1] Group 2: Market Position and Trends - The NAND Flash market is predominantly occupied by overseas manufacturers, with the top five brands holding a market share of 91.3% in Q1 and 93% in Q2 of this year [2] - Domestic storage manufacturers are expected to double their market share to 10% this year, driven by improvements in production yield and advancements in 3D hybrid bonding technology [2] - The company has not announced any plans for an IPO but has denied intentions for a "backdoor listing" [2] Group 3: Industry Outlook - The storage market is experiencing a recovery driven by AI demand, with expectations for significant growth in enterprise SSD demand in Q3 2023 [3] - NAND Flash prices are anticipated to rise in the third quarter due to increased investments in AI by major cloud service providers [3]