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AI需求引爆存储“超级周期”,存储概念股早盘高开
Di Yi Cai Jing· 2025-10-09 04:41
上游存储颗粒涨价已波及市面上一些存储产品。记者近日走访深圳华强北了解到,今年7月一些DRAM产品价格"高位横盘"后,近期多类存储产品又迎来 涨价,涵盖内存条、固态硬盘、手机嵌入式存储,有产品近一个月涨了近20%。 还有商家表示,在一周时间内,单个固态硬盘的价格大概上涨了几十元,固态硬盘、机械硬盘价格都在上涨。 国庆中秋假期后A股首个交易日,多只存储概念股股价高开。今日早盘,华虹公司盘中股价上涨20%,雅克科技、通富微电涨停。此外,兆易创新盘中涨 超8%,股价站上230元/股,创历史新高,澜起科技涨超7%,德明利涨超4%,江波龙涨超8%,佰维存储涨超6%。 消息面上,9月下旬,韩国三星电子向主要客户发出第四季度提价通知,计划将部分DRAM(动态随机存取存储器)价格上调15%至30%,NAND闪存价 格上调5%至10%。美光在9月一度暂停部分存储芯片报价,恢复报价后,价格普遍上涨约20%。另一存储芯片巨头闪迪也在9月上调NAND闪存报价,幅度 约为10%,涉及消费级与企业级产品。 此前一些存储厂商提及与AI的关系。江波龙近期提到公司有用于AI数据中心的产品。佰维存储在业绩说明会上也表示已获得AI服务器厂商、头部互 ...
13份料单更新!出售西部数据、英飞凌、ST等芯片
芯世相· 2025-10-09 04:20
算笔账 一批十万的呆料压在库存 放半年就亏3万 有料单不知道怎么推广? 芯片超人已经 累计服务2.1万用户 ,打折清库存,最快半天完成交易! 找不到,卖不掉,价格还想再好 点 ,都可以来找我们! | 优势物料,特价出售 | | | | | --- | --- | --- | --- | | 品牌 | 型号 | 数量 | 年份 | | ST | LPS22HHTR | 40000 | 22+ | | 英飞凌 | 1EDI2002AS | 50000 | 22+ | | ST | STM8AF52A8TCY | 80000 | 23Y | | | | | 24Y | | ST | STM8AF52A9TCX | 62000 | 23Y | | | | | 24Y | | ST | STM8AF5289TCY | 152000 | 23Y | | | | | 24Y | | ST | STM8AF528ATCY | 108000 | 23Y | | | | | 24Y | | ST | VNHD7040AY | 32000 | 23Y | | | | | 24Y | | ST | VNHD7008AY | 7700 ...
晶存科技递表港交所,净利润波动,现金流紧张,存货占比高企
港交所官网信息显示,9月29日,深圳市晶存科技股份有限公司(以下简称"晶存科技")在港交所递交 招股书,公司联席保荐人为招商证券国际、国泰君安国际。 | [編纂]的[編纂]數目 : [編纂]股H股(視乎[編纂]行 | | | --- | --- | | 使與否而定) | | | [编纂]數目 .. | [編纂]股H股(可予重新分配) | | [編纂]數目 | 編纂 股H股(可予重新分配及 | | 視乎[編纂 行使與否而定) | | | 最高 编纂] : | 每股H股[編纂]港元,另加1.0%經 | | 紀佣金、0.0027%證監會交易徵 | | | 賽 · 0.00015%會財局交易徵賽及 | | | 0.00565%香港聯交所交易費,須於申 | | | 請時以港元繳足且多繳股款可予退還) | | | 面值 | : 每股H股人民幣1.00元 | | [编纂] | : [編纂] | 晶存科技招股书封面 ▍专注于嵌入式存储产品,于全球该市场独立存储器厂商中排名第二 招股书显示,晶存科技成立于2016年,作为一家全球领先的嵌入式存储产品独立厂商,主要专注于嵌入 式存储产品及其他存储产品的研发、设计、生产和销售。公司 ...
IPO雷达|晶存科技递表港交所,净利润波动,现金流紧张,存货占比高企
Sou Hu Cai Jing· 2025-10-07 09:52
Core Viewpoint - Shenzhen Jincun Technology Co., Ltd. has submitted its prospectus for an IPO on the Hong Kong Stock Exchange, aiming to raise funds to alleviate cash flow pressures and capitalize on growth opportunities in the embedded storage market [1][4]. Company Overview - Jincun Technology, established in 2016, is a leading independent manufacturer of embedded storage products, focusing on the research, design, production, and sales of various storage solutions [4]. - The company's product offerings include DRAM-based products (DDR, LPDDR), NAND Flash-based products (eMMC, UFS), and multi-chip packaging (MCP) embedded storage products [4]. - Jincun Technology serves diverse end applications in consumer electronics, including smartphones, laptops, tablets, smart home devices, and industrial systems, providing high-performance and reliable data access capabilities [4]. Market Position - The global semiconductor storage product market is projected to grow significantly, with an expected market size of 13.8 billion units by 2024 and 19.4 billion units by 2029, reflecting a compound annual growth rate (CAGR) of 7.1% from 2024 to 2029 [6]. - Jincun Technology ranks second among independent storage manufacturers in the global embedded storage market, holding a market share of 1.6% [6]. Financial Performance - Revenue for Jincun Technology from 2022 to 2024 was reported at RMB 2.096 billion, RMB 2.402 billion, and RMB 3.714 billion, respectively, with net profits showing volatility [9][10]. - In the first half of 2025, the company achieved revenue of RMB 2.060 billion, a year-on-year increase of 19.33%, while net profit decreased by 6.2% [9][10]. Cash Flow Situation - The company has experienced negative cash flow from operating activities from 2022 to 2025, with net cash outflows of RMB 1.79 billion, RMB 2.29 billion, RMB 4.90 billion, and RMB 2.61 billion, indicating a worsening trend [11][12]. - The cash flow issues are attributed to the cyclical nature of the storage industry, high supplier concentration, and challenges in managing working capital [11]. Shareholder Structure - Prior to the IPO, the controlling shareholder, Wen Jianwei, holds approximately 54.98% of Jincun Technology's shares [8].
13份料单更新!出售ST、英飞凌、英特尔等芯片
芯世相· 2025-09-30 04:40
Core Viewpoint - The article discusses the challenges and opportunities in the semiconductor inventory market, highlighting the need for effective promotion and sales strategies for surplus materials while offering significant discounts to clear stock. Group 1: Inventory Management - A significant amount of obsolete materials is held in inventory, leading to monthly storage and capital costs of at least 5,000, resulting in a potential loss of 30,000 after six months [1] - The company has a smart warehouse with a total area of 1,600 square meters, housing over 5,000,000 chips valued at over 100 million [7] Group 2: Sales and Promotions - The company has served a total of 21,000 users and is actively discounting inventory, with transactions completed in as little as half a day [8] - There is a call to action for those struggling to sell their materials or seeking better prices to utilize the company's platform for surplus materials [9] Group 3: Product Offerings - The article lists various semiconductor products available for sale, including significant quantities of components from brands like ST, Infineon, and NXP, with some items reaching quantities of 152,000 [4][5] - Additionally, there are specific requests for certain components, indicating a demand for particular semiconductor models [6]
晶存科技递表港交所 招商国际证券和国泰君安国际为联席保荐人
晶存科技的产品广泛应用于智能手机、笔记本电脑、平板电脑、教育电子、智能家居、可穿戴设备、智 能机器人,以及工业领域和智能座舱系统等。 公司拥有RAYSON和ARTMEM两大品牌,核心技术团队在该领域拥有约二十年经验。公司运营位于深 圳和中山的两个智能制造中心,分别专注于DRAM和NAND Flash产品的测试。 全球半导体存储产品市场规模庞大且持续增长,预计到2029年市场规模将达到194亿块,年复合增长率 为7.1%。 晶存科技是一家独立的嵌入式存储产品制造商,主要从事嵌入式存储产品及其他存储产品的研发、设 计、生产和销售。 其产品线包括基于DRAM(DDR,LPDDR)、NAND Flash(eMMC,UFS)以及多芯片封装(eMCP,uMCP,ePOP) 的嵌入式存储产品,还提供固态硬盘和内存条。公司为部分客户提供测试及存储技术服务。 晶存科技已向香港交易所提交上市申请,招商国际证券和国泰君安国际为其联席保荐人。 ...
晶存科技递表港交所 为嵌入式存储产品独立厂商
Zhi Tong Cai Jing· 2025-09-29 13:20
据港交所9月29日披露,深圳市晶存科技股份有限公司(简称"晶存科技")向港交所主板提交上市申请书,招商国际证券和国泰君安国际为其联席保荐人。 据招股书,晶存科技是全球领先的嵌入式存储产品独立厂商,主要专注于嵌入式存储产品及其他存储产品的研发、设计、生产和销售。晶存科技的嵌入式存 储产品包括基于DRAM的产品(DDR、LPDDR)、基于NAND Flash的产品(eMMC、UFS)、以及多芯片封装(MCP) 嵌入式存储产品(eMCP、uMCP, ePOP)。晶 存科技的其他产品主要包括固态硬盘和内存条。除了产品销售外,晶存科技还为部分客户提供测试及存储技术服务,作为存储解决方案的补充。 晶存科技的核心技术团队在嵌入式存储器领域深耕约二十年,打造了获得客户广泛认可的RAYSON 和ARTMEM 品牌。晶存科技产品的终端应用覆盖了消费 电子,包括,智能手机、笔记本计算机、平板计算机、教育电子、智能家居、可穿戴设备、智能机器人,以及,包括工业领域和智能座舱系统等多元化场 景,并为上述终端提供高性能、高可靠性及高耐用性的数据存取能力。 在往绩记录期间内,晶存科技运营了两个智能制造中心,分别位于深圳及中山。深圳智能制造中 ...
新股消息 | 晶存科技递表港交所 为嵌入式存储产品独立厂商
智通财经网· 2025-09-29 13:17
| 編纂]的[編纂]數目 : [編纂]股H股(視乎[編纂]行 | | --- | | 使與否而定) | | [編纂]數目 :「編纂]股H股(可予重新分配) | | [編纂]數目 :「編纂]股H股(可予重新分配及 | | 視乎[編纂]行使與否而定) | | 最高[編纂] : 每股H股[編纂]港元,(另加1.0%經 | | 紀佣金、0.0027%證監會交易徵 | | 費、0.00015%會財局交易徵費及 | | 0.00565%香港聯交所交易費,須於申 | | 請時以港元繳足且多繳股款可予退還) | | 面值 :: 每股H股人民幣1.00元 | | r / = = = = . r be and 7 | 智通财经APP获悉,据港交所9月29日披露,深圳市晶存科技股份有限公司(简称"晶存科技")向港交所主板提交上市申请书,招商国际证券和国泰君安国际为 其联席保荐人。 市场竞争格局方面,全球半导体存储产品行业是一个庞大且快速增长的市场。根据弗若斯特沙利文的资料,以出货量计,2024年全球半导体存储产品市场规 模达138亿块。预计未来五年,随着AI技术突破带来的新的存储需求与存储产品本身的技术产品升级驱动,到2029年全 ...
龙虎榜复盘 | 独角兽IPO概念持续走强,机构多空围剿存储短线龙头
Xuan Gu Bao· 2025-09-23 11:28
Group 1 - Institutions ranked 37 stocks today, with a net purchase of 21 stocks and a net sale of 16 stocks [1] - The top three stocks with the highest institutional purchases are: Demingli (CNY 362 million), Luxshare Precision (CNY 311 million), and Haibosichuang (CNY 178 million) [1][2] - Demingli's stock increased by 10.00%, with 4 buyers and 3 sellers among institutions [2] Group 2 - Longchuan Technology announced a third-quarter profit forecast of CNY 827 million to CNY 877 million, representing a growth of 131% to 145% [3] - Major storage companies like Micron, SanDisk, and Samsung have recently raised prices for memory and flash products, which are widely used in data centers and smart terminals [3] - The company’s products include solid-state drives, embedded storage, memory bars, and mobile storage [3] Group 3 - Muxi Integrated Circuit (Shanghai) Co., Ltd. has passed the second round of IPO review on the Sci-Tech Innovation Board [4] - Dazhong Public Utilities has a stake in Shenzhen Capital Group, which holds shares in Yushu Technology [4]
摩尔线程IPO本周上会 ;传三星跟进涨价;SSD价格开始反弹…一周芯闻汇总(9.15-9.21)
芯世相· 2025-09-22 04:27
Key Points - The article discusses significant developments in the semiconductor industry, including IPOs, partnerships, and market trends [6][7][8][9][10][11][12][14][15][18][19][21]. Group 1: Major Events - Moer Thread's IPO on the Sci-Tech Innovation Board is scheduled for September 26, 2025 [14]. - Nvidia's CEO Jensen Huang announced a partnership with Intel to integrate Nvidia's AI with Intel's CPUs, involving a $5 billion investment from Nvidia [14]. - STMicroelectronics has abandoned its layoff plans at the Agrate factory in Italy, focusing on a €5 billion investment strategy [15]. - Samsung is expected to raise prices for DRAM and NAND Flash products by 15% to 30% and 5% to 10%, respectively, indicating a bullish market cycle [18]. Group 2: Market Trends - The global wafer fab equipment market is projected to reach $184 billion by 2030, with a CAGR of approximately 4.6% from 2024 to 2030 [12]. - The top 10 semiconductor equipment manufacturers are expected to generate over $64 billion in revenue in the first half of 2025, reflecting a year-on-year growth of about 24% [12]. - The SSD market is experiencing a rebound in prices due to rising demand and upcoming shopping events like Double 11 [19]. Group 3: Company Developments - MediaTek has completed the design tape-out of its first flagship SoC chip using TSMC's 2nm process, expected to enter mass production by the end of next year [16]. - AI chip startup Groq has raised $750 million in a new funding round, achieving a post-money valuation of $6.9 billion [16]. - OmniVision has confirmed its entry into Nvidia's supply chain, supporting the NVIDIA DRIVE AGX Thor ecosystem [16]. Group 4: Industry Insights - Foreign investment in Chinese semiconductor companies is increasing, with many foreign institutions conducting research on leading firms like SMIC [11]. - The semiconductor industry is entering a golden development period, particularly in the fields of "hard technology" and AI [11].