本文转自【央视新闻客户端】； 近年来，随着电子产品"以旧换新"和二手交易的快速扩张，大量旧手机、旧电脑进入回收渠道，但是这些电子产品中存储的用户照片、通讯录等个人信息如 果没有被有效清除，就容易引发消费者的隐私泄露。目前一些传统的删除方式能够彻底清除这些个人信息吗？ 在中国电子技术标准化研究院网络安全研究中心，专业技术人员用消费者经常会使用到的电子产品进行了演示。 向一个没有任何文件的机械硬盘中，导入一些PDF、视频、音频和图片数据，用系统自带的删除功能做一次删除。电脑显示硬盘中的文件都清空了，随后， 技术人员使用了一款数据恢复软件进行了操作。 中国电子技术标准化研究院网络安全研究中心工程师 高晨涛：数据在这个恢复工具中显示出来了，像文件名，包括文件的视频内容。可以看到，常规的这 种删除效果有限。 技术人员随后用一部手机随机拍摄了几张照片后，用手机自带的删除程序将照片进行了删除。 中国电子技术标准化研究院网络安全研究中心工程师 高晨涛：我们用一个专业的恢复软件，对刚才删除掉的图片做数据恢复尝试，经过软件的提取，刚才 通过简单删除方式删除掉的图片还是可以被恢复出来的。 技术人员介绍，消费者在处置旧电子产品时，仅 ...

时至今日，中国已经能制造先进的固态硬盘和内存条，却还没有攻克已经有数十年历史的机械硬盘？ （文/观察者网 吕栋 编辑/张广凯） "今天全球只有三家能够生产机械硬盘的公司，都不是在中国。"近期，在2025数据存储产业大会上，华 为高级副总裁、云CEO、数据存储产品线总裁周跃峰直言，中国今天已经解决了CPU、内存、固态硬盘 等器件的国产化，唯一没有解决国产化的器件就是机械硬盘，给中国存储产业留下了巨大的价值和市场 空间。 从发展历史来看，1956年美国IBM研发了第一块机械硬盘，容量仅5MB，重量达上百公斤，体积相当于 两个冰箱。尽管体型庞大笨重，但也算开创了存储产业的新纪元。在此后的数十年里，机械硬盘经历了 容量扩大、体积小型化的技术演进。与此同时，美日韩厂商之间进行了激烈的市场兼并，最终形成了希 捷、西部数据和东芝三足鼎立的格局。 2022年底，中国国家发改委曾发布数据，当年第三季度，全球机械硬盘出货量为3839万块。其中希捷市 场占有率为40.9%，西部数据市场占有率为38.2%；东芝市场占有率为20.9%，整个机械硬盘市场被这三 家包圆。而根据Tom Coughlin的统计，2025年一季度，全球机械硬盘 ...

Core Insights - A significant price surge in storage products is expected to begin in the second half of 2025, affecting various sectors including mobile phones, PCs, and home storage [1][2] - The price of storage chips, particularly DDR5, has seen dramatic increases, with a 102% rise in a single month, leading to supply chain disruptions and inventory shortages for manufacturers [2][6] - Major smartphone brands are adjusting their pricing strategies in response to rising storage costs, with some models seeing price increases of 200 yuan or more [3][7] Price Trends - The price of 1TB mechanical hard drives has risen from over 380 yuan to nearly 500 yuan, while 1TB solid-state drives have increased from over 500 yuan to 700 yuan [1] - AI home storage products have seen price increases of 20%-30% compared to the previous Double Eleven shopping festival [1][4] - The price of NAS products has also increased by approximately 20%-30% since the Double Eleven event, with specific products seeing price hikes from 2499 yuan to 3149 yuan [4][5] Market Impact - Smartphone manufacturers are facing pressure due to rising storage costs, with some low-margin models entering negative profit territory [6] - Companies like Transsion Holdings have reported a 44.97% year-on-year decline in net profit, indicating the financial strain caused by rising component costs [7] - The overall smartphone market is expected to see price adjustments as manufacturers attempt to maintain profitability amidst rising costs [7][9] Future Outlook - The storage price surge is anticipated to continue into 2026, with potential implications for smartphone shipment forecasts [7][9] - The NAS market, despite current cost pressures, is projected to grow significantly, with a compound annual growth rate exceeding 25% over the next five years [9] - The demand for storage is driven by the explosion of AI applications, which is expected to maintain upward pressure on prices [9]

Core Viewpoint - The company, Chaoying Electronics (603175.SH), has established stable partnerships with globally recognized manufacturers in the storage sector, including mechanical hard drives, solid-state drives, and memory module suppliers [1] Group 1: Company Products and Applications - The company's products are applicable in memory modules [1] - The company has built stable cooperation relationships with globally renowned manufacturers of mechanical hard drives, solid-state drives, and memory chip suppliers [1] - The applications of the company's products extend to mechanical hard drives, solid-state drives, and memory modules [1]

Core Viewpoint - The TMT industry is experiencing significant price increases in the storage chip sector, driven by strong demand from AI applications and supply constraints [2][3][4]. Weekly Market Review - The Shanghai Composite Index rose by 1.08% to 3997.56 points, the Shenzhen Component Index increased by 0.19% to 13404.06 points, and the ChiNext Index gained 0.65% to 3208.31 points during the week of November 3-7 [2][3]. Industry News - A price surge in chips is underway, with Samsung Electronics halting DDR5 DRAM contract quotes, prompting other manufacturers like SK Hynix and Micron to follow suit, with a resumption of quotes expected around mid-November [2][3]. - SanDisk announced a 50% price increase for NAND flash contracts, marking at least the third price hike this year, with a significant rise in spot prices for DDR5, which surged by 25% in just one week [2][3]. Industry Data Tracking - The consumer electronics sector is increasingly reliant on technological innovation and stimulus policies, benefiting from domestic policies like "national subsidies" [3]. - The semiconductor industry continues to see strong demand, with ongoing domestic substitution efforts supporting the demand for semiconductor equipment [3]. - The storage chip sector is experiencing a bullish trend, with DRAM prices rising sharply due to strong demand from AI servers for high-performance memory [3]. Investment Recommendations - The storage market is currently undergoing a significant price increase cycle, driven by explosive growth in enterprise storage needs and AI applications [4]. - If AI demand remains strong and supply does not effectively expand, the tight supply-demand balance in the storage market may persist into 2026, maintaining high industry prosperity [4]. - Companies are advised to focus on the storage and computing demand sectors, as well as domestic semiconductor equipment firms involved in critical processes like etching and deposition [4].

来源：央视财经 当地时间7日，美国存储芯片龙头企业闪迪公司股价飙升引发关注。近期，闪迪还将其11月NAND闪存 芯片的合约价格上调了50%。业内人士指出，AI推动的需求增长，正在挤压传统存储晶圆厂的产能。 近期存储芯片龙头企业，总部位于美国加州的闪迪公司，公布的季度业绩超出了市场预期。在AI数据 中心强劲的需求推动下，闪迪上调了业绩指引，股价创下历史新高。当地时间上周五的美股交易中，截 至收盘，闪迪股价上涨约15.3%，收于每股239.48美元，今年迄今为止，该股已经上涨超565%。 在闪迪"业绩超预期加上上调指引"的表现后，至少有11位华尔街分析师上调了其目标股价。此前有分析 人士接受CNBC采访时还表示，看好闪迪后续的上行空间。 据悉，闪迪的涨价在存储模组产业链引发了震动，使得创见、宜鼎、宇瞻等存储模组厂商暂停出货并重 新评估报价。其中，创见从11月7日起暂停报价和出货，认为"市场环境将持续向好"，换句话说，意味 着价格可能还会继续上涨。 需要注意，这轮由AI推动的需求增长，也在挤压传统存储晶圆厂的产能。业内人士指出，晶圆厂的产 线正不断向GPU和高端内存倾斜，导致消费级SSD，也就是用于个人电脑和游戏主 ...

Core Viewpoint - SanDisk, a leading U.S. storage chip company, has seen its stock price surge due to strong demand driven by AI, leading to a 50% increase in contract prices for NAND flash memory chips in November [1][9]. Group 1: Company Performance - SanDisk's quarterly performance exceeded market expectations, prompting an upward revision of its earnings guidance and resulting in a historical high stock price [3]. - The stock price rose approximately 15.3% to $239.48 per share, marking an increase of over 565% year-to-date [3]. Group 2: Market Dynamics - The increase in NAND flash memory prices reflects a tightening market influenced by strong demand from AI data centers and limited global wafer production capacity [9]. - Major storage module manufacturers, including Transcend and ADATA, have paused shipments to reassess pricing in light of SanDisk's price hike, indicating a potentially favorable market environment [9]. Group 3: Industry Trends - The demand surge driven by AI is squeezing the production capacity of traditional storage wafer factories, leading to a shortage of consumer-grade SSDs and other key components [11]. - SanDisk predicts that by 2026, data centers will surpass mobile devices as the largest source of NAND flash demand, suggesting significant changes in the NAND flash market [13].

Core Viewpoint - SanDisk has announced a significant price increase of up to 50% for NAND flash contracts in November, marking at least the third price hike this year [2] Industry Summary - Since September, there has been a strong expectation and continuity of price increases across mainstream storage products, including HBM, DRAM, NAND flash, SSDs, and mechanical hard drives, all facing shortages and price hikes [2] - Multiple storage manufacturers have suspended DDR5 pricing, leading to a 25% surge in DDR5 spot prices within just one week [2] - As of November 7, 10 stocks in the A-share storage chip sector have doubled in price this year, with Demingli up nearly 330%, Dongxin shares and Jiangbolong over 200%, and seven other stocks rising over 100% [2] - Market consensus anticipates that the overall price increases in storage will persist at least until mid-2026, with prices expected to remain high throughout 2026 [2] - The ongoing capital expenditure investments in AI are projected to drive further unexpected price increases in the storage market [2]

Core Insights - The surge in memory prices is significantly impacting consumers looking to purchase computers and digital products, with prices reportedly doubling in a short period [1][3][4] - The increase in DRAM prices is attributed to a shift in demand from traditional consumer markets to AI infrastructure, leading to a supply shortage [17][19] Price Trends - DRAM prices rose by 171.8% year-on-year in Q3 [4] - Specific products, such as a 64GB DDR5 memory kit, saw a price increase of €100 (50%) within a week, surpassing the price of some CPUs [5] - Personal transactions have seen even steeper price hikes, with some memory kits increasing from $285 to nearly $1600, a rise of over 400% [8] Market Dynamics - The price fluctuations are described as "day-to-day" changes by retailers, indicating a volatile market [3] - Companies like Minisforum have announced price increases for all models equipped with solid-state drives and memory due to rising costs [14] - Major tech companies are also expected to raise prices for flagship smartphones by 20% to 30% due to increased memory costs [14][15] Supply Chain Issues - Major manufacturers like Samsung, SK Hynix, and Micron have paused DDR5 pricing, leading to inventory shortages [17] - The demand for server-grade memory and high-bandwidth memory (HBM) is driving the price increases, as many IT companies are securing long-term supply contracts [19] - The shift in demand is causing a reduction in DDR4 production, further exacerbating supply issues for traditional consumer memory products [19] Industry Sentiment - Industry leaders express concern that the current price increases may become a norm, with some stating that the situation is unprecedented in over 30 years [17][19]

Core Viewpoint - The article discusses the significant increase in memory prices driven by the surge in AI demand, affecting both consumer and enterprise markets, with prices expected to remain high for the foreseeable future [1][9][28]. Group 1: Price Increases - Memory prices have skyrocketed, with consumer-grade memory experiencing substantial increases [2][4]. - A report from TrendForce indicates that DRAM prices rose by 171.8% year-on-year in Q3 [12]. - Specific products, such as a 64GB DDR5 memory kit from Kingston, saw a price increase of 100 euros (50%) within a week, surpassing the price of the 9700X CPU [14]. - Personal transactions have also seen extreme price hikes, with one user reporting a memory kit purchased for $285 now priced at nearly $1600, representing over a 400% increase [17]. Group 2: Market Impact - The price surge is not limited to memory modules; entire systems are affected, with companies like Minisforum raising prices on all models equipped with SSDs and memory due to rising costs [24]. - The smartphone market is also impacted, with flagship models expected to see memory price increases of 20% to 30% next year [24]. - The CEO of Phison Electronics noted that such price increases may become commonplace in the near future [27]. Group 3: Causes of Price Surge - The demand for memory is shifting from traditional consumer markets to AI infrastructure and enterprise clients, leading to a significant increase in demand for server-grade memory and HBM (High Bandwidth Memory) [30][31]. - Major manufacturers like Samsung, SK Hynix, and Micron have paused DDR5 pricing for October, with inventory levels running low [28]. - IT companies are securing long-term DRAM supply contracts to ensure stability, contributing to a "lock-in" trend [32]. - The shift in demand is causing a reduction in DDR4 production as manufacturers prioritize AI-related memory types, leading to a direct impact on consumer-grade memory availability [33][34].