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中证常州新能源产业指数报2392.85点,前十大权重包含星宇股份等
Jin Rong Jie· 2025-06-04 09:48
Group 1 - The core viewpoint of the news is the performance of the China Securities Jiangsu New Energy Industry Index, which reflects the overall performance of listed companies in the new energy sector based in Changzhou [1] - The index has shown a 2.76% increase over the past month, a 5.91% decrease over the past three months, and an 8.15% increase year-to-date [1] - The index is composed of companies involved in new energy vehicles, new energy generation, storage, and distribution, selected from the global market [1] Group 2 - The top ten weighted companies in the index include Li Auto (11.96%), Hengli Hydraulic (9.8%), Ninebot (8.84%), and others, indicating a diverse representation of the new energy sector [1] - The index's holdings are primarily listed on the Shanghai Stock Exchange (49.34%) and Shenzhen Stock Exchange (31.21%), with smaller proportions on the Hong Kong Stock Exchange (16.85%) and others [2] - The industry composition of the index shows that industrial companies account for 47.89%, consumer discretionary for 42.68%, and information technology for 6.46%, among others [2]
存储需求回暖,NANDFlash和DRAM价格上涨持续
Orient Securities· 2025-06-02 09:43
电子行业 行业研究 | 动态跟踪 存储需求回暖,NAND Flash 和 DRAM 价 格上涨持续 核心观点 投资建议与投资标的 ⚫ AI 服务器和 AI 终端有望持续带动存储需求增长,同时叠加国产替代机遇,建议关注 兆易创新、北京君正、复旦微电、德明利、朗科科技、东芯股份、江波龙、佰维存 储、恒烁股份、万润科技、深科技、同有科技、普冉股份、聚辰股份等。 | AI 算力浪涌,PCB 加速升级 | 2025-04-01 | | --- | --- | | 国产芯驱动 Deepseek 一体机,AI 加速赋 | 2025-03-06 | | 能各行各业 | | | AI 大模型提升电视使用体验,智能电视进 | 2025-02-10 | | 入新纪元 | | 风险提示 ⚫ 下游需求增长不及预期;AI 端侧落地不及预期。 国家/地区 中国 行业 电子行业 报告发布日期 2025 年 06 月 02 日 看好(维持) | 蒯剑 | 021-63325888*8514 | | --- | --- | | | kuaijian@orientsec.com.cn | | | 执业证书编号:S0860514050005 | | ...
长鑫DDR4内存已近乎断供,原因曝光!
是说芯语· 2025-05-31 00:00
近日有消息传出,长鑫存储拟停产DDR4转而全力投入DDR5及HBM。 据最新报道, 国产存储器大厂长鑫存储计划针对服务器及PC应用的DDR4发布产品结束(EOL)通 知,预计最晚在2026年上半年正式停止供货,转而全力投入DDR5及高带宽内存(HBM)领域。 EOL通知预计在第3季发布, 但下游企业反映,目前市场上长鑫DDR4产品已近乎断供。 报道指出,未来长鑫存储将不再开发标准DDR4产品,仅保留部分产线为兆易创新代工生产,以保障消 费市场的DDR4产品供应。 除了DDR5之外,长鑫存储据传还在开发一种高端的HBM解决方案,这很可能指的是HBM3。 对于长鑫存储这一转变, DIGITIMES引述业内人士说法称,这一突然转变是政策驱动的,因为政府方 面敦促主要芯片制造商加快与国家目标接轨,特别是在人工智能和云端基础设施方面。 事实上,国际厂商三星、美光科技、SK海力士去年开始进一步缩减DDR4产品的比重。 而三星已经推动DDR4的减产,并将部分产能转移到DDR5和LPDDR5等先进产品上。 在去年底,长鑫存储就开始低调量产并出货DDR5颗粒,同时正在开发下一代15nm制程工艺,目标是 在今年内完成开发,并在明 ...
“近一个月涨了50%!” 原厂停产引发备货潮,这些产品猛涨价
第一财经· 2025-05-30 13:51
2025.05. 30 本文字数:2694,阅读时长大约4分钟 导读 :存储原厂面向AI带来的新需求,正进行制程转换。 作者 | 第一财经 郑栩彤 部分存储产品传来了涨价的消息。"这段时间有的涨了100%,有的一个月内涨了50%,这个月涨幅非常 大。"深圳一家头部存储模组厂商的销售负责人张丽(化名)告诉第一财经记者,一些DRAM产品近期 出现涨价,主要是DDR4和DDR3在涨,背后的驱动因素不是需求增长,而是原厂停产。 闪存市场称,在原厂停产部分DDR4、减产LPDDR4X的持续影响下,引发的涨价效应蔓延至渠道成 品,较低价的DDR5资源在渠道市场也愈发难觅,使本周渠道DDR5内存条也调涨价格。 不只DDR4在涨价,另一大类存储颗粒中,NAND Flash(一种主要的闪存颗粒)也有部分产品在涨 价。张丽告诉记者,涨价最多的是容量32Gb及32Gb以下的MLC NAND Flash,这类产品主要用于智 能家居、电视、工业自动化设备、智能穿戴产品等,三星占了这类产品较大的市场份额。据她所知,也 是因为原厂发了停产通知,导致MLC NAND Flash市场供应减少,因此近期才会出现涨价。 近日有消息称,三星提前停产 ...
“近一个月涨了50%!” 原厂停产引发备货潮,部分存储产品猛涨价
Di Yi Cai Jing· 2025-05-30 07:54
Core Insights - The storage industry is experiencing significant price increases for certain DRAM products, particularly DDR4 and DDR3, driven by production halts from manufacturers rather than increased demand [1][2][3] - Major manufacturers like Micron, Samsung, and SK Hynix are reportedly planning to cease production of DDR3 and DDR4 by the end of the year, leading to a supply shortage and subsequent price hikes [2][3][4] - The shift towards high-performance memory products, such as HBM and QLC NAND Flash, is becoming more pronounced as manufacturers adjust their production strategies to meet the demands of AI applications [7][8][9] Price Trends - Recent data indicates that various DDR4 products have seen significant price increases, with specific models experiencing rises of 3.95% to 15% in a single week [2] - The market has reacted to the news of potential production halts, resulting in a rush to stockpile DDR4 and LPDDR4 products, causing supply constraints and further price increases [3][4] Production Adjustments - Manufacturers are transitioning their production focus from older memory types like DDR3 and DDR4 to newer, more profitable products such as DDR5 and HBM, which are better suited for AI applications [7][8] - The NAND Flash market is also seeing price increases, particularly for MLC NAND Flash, due to reduced supply following production cutbacks by major players like Samsung [4][6] Market Outlook - Despite localized price increases, the overall storage market is expected to grow modestly by 1% to 2% this year, with some recovery anticipated in NAND Flash prices after a significant decline earlier in the year [6] - The emphasis on high-performance storage solutions is expected to continue, with companies like Micron and SK Hynix increasing their focus on HBM production to meet rising market demands [8][9]
2024-2025年全球存储市场趋势白皮书解读(57页附下载)
Sou Hu Cai Jing· 2025-05-28 12:37
• 数据中心扩建:全球数据中心基础设施扩建浪潮升温,AI基础设施投资增加,推动服务器存储需求增长。 《2024-2025年全球存储市场趋势白皮书》由CFM闪存市场发布,深入分析了全球存储市场在2024-2025年期间的变化、技术发展趋势以及不同应用场景下的 存储产品发展情况。白皮书涵盖了从技术进步、市场需求变化到产品应用趋势的多个方面,为存储市场参与者提供了全面的市场洞察。 全球存储市场变化和技术发展分析 高层数3D NAND Flash存储密度持续提升 • 技术进展:NAND Flash产品在读写性能、功耗、耐久性和成本等方面持续优化。高层数的NAND Flash采用双晶圆键合架构,通过横向拓展和垂直堆叠提 升存储密度。 • 挑战:随着层数增加,高纵横比刻蚀和沉积工艺复杂性增加,易出现易错位和沟道刻蚀偏离问题。存储厂商通过横尚拓展多层存储孔密度、逻辑拓展单元 存储比特等方式克服挑战。 • 市场动态:三星、SK海力士等厂商在300层以上NAND的量产计划中,W2W(Wafer-to-Wafer)双品圆键合技术成为重要发展方向。 服务器NAND和DRAM应用占比持续增长 • NAND应用:2024年服务器、手机 ...
How Will NetApp's Stock React To Its Upcoming Earnings?
Forbes· 2025-05-28 10:35
CHONGQING, CHINA - FEBRUARY 23: In this photo illustration, the NetApp logo is displayed on a ... More smartphone screen, with the company's latest stock market performance and candlestick charts visible in the background, highlighting NetApp's real-time financial trends, stock price fluctuations, market volatility, and investment developments within the data management, cloud storage, and information technology sectors, on February 23, 2025 in Chongqing, China. (Photo by Cheng Xin/Getty Images)Getty Images ...
IDC:2024年中国企业级固态硬盘市场规模62.5亿美元,同比增长187.9%
news flash· 2025-05-28 03:56
国际数据公司(IDC)发布最新报告显示,中国企业级固态硬盘市场在2024年得到修复,市场规模达到 62.5亿美元,与2023年相比增长187.9%。IDC预计,2029年中国企业级固态硬盘市场规模将达到91亿美 元。从厂商销售额角度来看,Solidigm和三星占据中国企业级固态硬盘市场中最大份额。三星凭借技术 全栈能力和高端产品保持着全球的领导地位,但在中国市场面临国产替代和成本压力。Solidigm则聚焦 AI优化存储和大容量产品为核心,依托SK海力士生态快速崛起。同时,政策推动国产化率提升,本土 存储企业通过大容量产品和主控芯片等技术创新,以及产业链和服务本地化,缩小与国际品牌的差距, 在份额上有较大幅度的提升。从行业采购角度来看,云计算和互联网企业持续加大AI资本的投入,数 字基础设施的演变和现代化、以云为中心的架构的激增以及人工智能等数据密集型工作负载的增加,进 一步加速企业对固态存储的需求。在服务器市场,传统IT部门和云服务提供商的需求占企业级固态硬盘 市场的最大份额。除此以外,运营商、政企也具有较强的消化能力,国内模组厂商在这一领域借助政策 推动有较好的渗透率,而在云计算和互联网市场仍有较大国产替 ...
智能存储如何应对极端环境挑战?忆联独家解锁PCIe 5.0固态存储“抗辐射”黑科技,重新定义数据安全
Jin Tou Wang· 2025-05-27 08:40
在人工智能驱动的数字时代,海量数据的高效存储与快速调用成为AI应用的核心支柱。从智能推荐系 统的实时数据处理,到深度学习模型的参数训练,固态硬盘(SSD)以其卓越的读写速度与稳定性,正成 为AI基础设施的关键组件。然而,鲜为人知的是,在微观世界中,中子辐射引发的比特翻转问题,正 悄然威胁着AI的数据安全与系统稳定性。 忆联作为国内唯一高分通过中子辐照测试的SSD厂商,联合国内知名机构中国散裂中子源在远超地表中 子辐射量的模拟环境下,实测PCIe Gen5 ESSD UH812a的高可靠性,以期为AI时代提供更安全高效的存 储解决方案。 1.2验证平台 中国散裂中子源是国际前沿的高科技多学科应用的大型研究平台,依托中国散裂中子源建成的大气中子 辐照谱仪是国内首台、国际先进的大气中子地面模拟加速测试平台,可为航空、电力电子、智能驾驶、 高性能存储与计算等领域的高可靠性的电子元器件及系统提供大气中子单粒子效应风险评估和测试服 务。 1.测试背景与环境 1.1测试背景 中子,作为一种不带电的亚原子粒子,广泛存在于宇宙射线、高海拔地区、核电站周边等环境中。当这 些微小的粒子穿透SSD的存储单元时,可能会导致存储芯片中的 ...
Figure机器人官宣更新,F.03正式行走;AI需求刺激企业级SSD增长,低库存供应吃紧,NAND Flash价格上涨——《投资早参》
Mei Ri Jing Ji Xin Wen· 2025-05-26 23:44
Market News - International oil prices showed slight fluctuations, with WTI crude oil remaining flat at $61.53 per barrel and Brent crude oil rising by 0.05% to $64.81 per barrel [1] - International gold prices decreased slightly, with spot gold falling by 0.46% to $342.21 per ounce and COMEX gold futures dropping by 0.7% to $342.20 per ounce [1] - COMEX silver futures increased by 0.11% to $33.645 per ounce [1] - European stock markets closed mostly higher, with Germany's DAX index rising by 1.68% to 24027.65 points and France's CAC40 index increasing by 1.21% to 7828.13 points [1] Industry Insights - Figure, a humanoid robot company, announced that its F.03 model has officially started walking, with CEO Brett Adcock emphasizing the advanced hardware [2] - Figure is actively recruiting hundreds of positions, including multiple AI engineers, and aims to deploy autonomous humanoid robots by 2025, which is expected to significantly advance the fields of AI, autonomy, and integrated technology [2] - The humanoid robot industry is experiencing dual catalysts of technological validation and commercialization, with a projected market size for embodied intelligence expected to exceed $1 trillion by 2026 [2] - The cloud service providers (CSPs) in North America are increasing AI investments, which is anticipated to drive significant growth in enterprise SSD demand by Q3 2025, with a potential price increase of 10% due to tight supply [3] - Major NAND Flash manufacturers have initiated production cuts of 10%-15%, leading to an expected price increase for DDR4 products [3] - The satellite communication sector is advancing with the approval of the "5G Satellite Radio Interface Technical Specification," which aims to enhance the integration of satellite and terrestrial communication systems [5] - The 5G NTN technology is expected to enable direct satellite connections for mobile devices, meeting the demands for high-precision positioning in autonomous driving applications [6] - The satellite internet market is projected to experience explosive growth in the next five years, with multiple trillion-dollar application scenarios expected to emerge [6]