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AI时代,这家国产存储企业悄然崛起,备受关注
市值风云· 2025-08-24 10:08
AI正在推动存储市场加速扩容。 OpenAI的创始人奥特曼表示,准备筹划万亿级AI基建。美国科技巨头微软(MSFT.O)、Meta(MET A.O)、Alphabet(GOOG.O)等也纷纷加码AI资本开支,要在这场科技竞赛中占据一席之地。 受此推动,今年二季度,全球存储巨头SK海力士销售额同比增长35%至22万亿韩元,营业利润同比 大增68%至9万亿韩元,双双创下历史新高。美光(MU.O)二季度营收同比增长38%至80.5亿美元, 净利润同比增幅高达100%。 卡位稀缺,布局存储+晶圆级先进封装。 作者 | 小鑫 编辑 | 小白 产业上的狂飙突进,自然也搅动了股市中的一池春水。AI产业链中服务器、PCB板、铜缆高速互联等 等都成为A股中炙手可热的概念。 另一方面,AI PC、AI手机、AI眼镜等端侧AI需求,正在推高对高性能、大容量、超薄存储的需求。 作为国内存储解决方案领域的领军企业,佰维存储(688525.SH)正积极布局AI产业链,在存储技术 与先进封测领域持续发力,悄然构筑面向未来的核心竞争力。 在最近的8月11日,佰维存储发布半年报。我们不妨从个股的财报中一窥产业发展的方向,以及佰维 存储的竞争力 ...
华尔街见闻早餐FM-Radio | 2025年8月20日
Hua Er Jie Jian Wen· 2025-08-19 23:13
华见早安之声 请各位听众升级为见闻最新版APP,以便成功收听以下音频。 市场概述 科技股冲击美股,纳指跌超1%,创4月关税冲击以来的第二大跌幅,标普三连跌,家得宝涨超3%力撑道指盘中新高。英伟达跌3.5%。Palantir跌超9%、五 连跌;英特尔反弹7%。房屋建筑商股普涨。 英国股市反弹至历史新高。欧洲军工股大跌,Leonardo跌10%。绩后小鹏汽车涨超4%、小米美股跌超2%。 美债收益率扭转三日连升,十年期收益率告别两周高位。美元指数两日脱离逾两周低位,盘中曾转跌。人民币隐含波动率降至17个月最低。比特币一度跌超 4000美元,跌穿11.3万关口,以太坊盘中跌超6%。 俄乌会晤筹备,原油回落超1%,美油收创逾两月新低,布油逼近两个月低位。黄金反弹失利,再创逾两周新低。 亚洲时段,A股全天冲高回落,成交额连续5日超2万亿,工业富联涨停再创新高,恒指四连跌,东方甄选大跳水跌21%。 要闻 中印外长会谈达成10项成果。中印边界问题特别代表会晤达成10点共识。 美俄乌三方会晤地点考虑布达佩斯、日内瓦甚至俄罗斯。美媒:特朗普称,乌克兰可能需要做出领土让步才能达成潜在协议。 美商务部周二正式宣布,将风力涡轮机等40 ...
佰维存储:AI眼镜加速放量,晶圆级先进封测稳步推进-20250602
Guoxin Securities· 2025-06-02 02:05
Investment Rating - The investment rating for the company is "Outperform the Market" [5][28][31] Core Views - The company is experiencing a short-term revenue decline due to storage price impacts, with a revenue of 1Q25 at 1.543 billion yuan, down 10.62% YoY and 7.58% QoQ. However, a gradual recovery in storage prices is expected in 2Q25, which may lead to performance improvement [1][20][28] - Embedded storage revenue for 2024 reached 4.241 billion yuan, a significant increase of 151.68% YoY, with products entering major client supply chains. AI-related products are also seeing rapid revenue growth, particularly in AI glasses, which are expected to grow over 500% YoY in 2025 [2][28] - The company is making steady progress in wafer-level advanced packaging, which is anticipated to drive long-term growth. The enterprise-level and automotive-grade storage segments are also expanding successfully [3][28] Summary by Sections Financial Performance - 1Q25 revenue was 1.543 billion yuan, with a net profit of -216 million yuan, reflecting a significant decline in profitability due to increased R&D expenses and inventory write-downs [1][28] - The company forecasts a gradual recovery in revenue, with expected net profits of 178 million yuan, 200 million yuan, and 382 million yuan for 2025, 2026, and 2027 respectively [28][29] Revenue Breakdown - Embedded storage is projected to generate revenues of 5.439 billion yuan, 6.459 billion yuan, and 7.363 billion yuan from 2025 to 2027 [28] - PC storage revenue is expected to be 2.206 billion yuan, 2.283 billion yuan, and 2.363 billion yuan for the same period [28] - Automotive-grade storage revenue is anticipated to grow to 155 million yuan, 294 million yuan, and 418 million yuan from 2025 to 2027 [28] Market Trends - The global storage market is experiencing a cyclical downturn, with NAND Flash prices expected to stabilize in 2Q25 after a decline in 1Q25. The company is well-positioned to benefit from this recovery [20][24] - The demand for AI-related storage products is increasing, particularly in the context of AI glasses and high-performance PC storage solutions [2][3][28]