炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ "我卖了十几年的内存条，都没见过现在这种行情，炒出了当年炒房的感觉。去年上半年1000元的内存 条如今炒到了5000多元，最近还在继续涨。"在深圳华强电子世界，有商铺老板向证券时报记者表示。 自2025年下半年以来，内存市场进入了"超级牛市"的新周期，各类内存条的价格涨幅普遍超过2倍，如 今价格已经超越了2018年的历史高点。 记者了解到，华强北商户出售的大多是面向消费电子市场的DDR4和DDR5内存条，不同品牌、大小和 频率的内存条涨幅各不相同。同样位于赛格电子大厦的李老板向记者表示："哪怕是涨幅最低的内存 条，价格也至少翻倍。这款金士顿的内存条，以前只要300多元，现在要卖到600多元。"目前，华强北 的DDR4和DDR5内存条价格涨幅普遍在1倍到4倍之间，越高端的产品往往价格涨幅越大。 "其实内存的价格也不是一直在涨，涨幅最猛烈的时候是去年的9月到10月，当时各类内存条的价格普遍 上涨约40%，我卖的主要产品平均一天涨价100元。然后内存价格起起落落，每天都在高位波动，差不 多一天一个价格，这几天又在创新高了。"李老板表示。 作为 ...

记者了解到，华强北商户出售的大多是面向消费电子市场的DDR4和DDR5内存条，不同品牌、大小和频率的内存条涨幅 各不相同。同样位于赛格电子大厦的李老板向记者表示："哪怕是涨幅最低的内存条，价格也至少翻倍。这款金士顿的内 存条，以前只要300多元，现在要卖到600多元。"目前，华强北的DDR4和DDR5内存条价格涨幅普遍在1倍到4倍之间，越 高端的产品往往价格涨幅越大。 "其实内存的价格也不是一直在涨，涨幅最猛烈的时候是去年的9月到10月，当时各类内存条的价格普遍上涨约40%，我卖 的主要产品平均一天涨价100元。然后内存价格起起落落，每天都在高位波动，差不多一天一个价格，这几天又在创新高 了。"李老板表示。 "我卖了十几年的内存条，都没见过现在这种行情，炒出了当年炒房的感觉。去年上半年1000元的内存条如今炒到了5000 多元，最近还在继续涨。"在深圳华强电子世界，有商铺老板向证券时报记者表示。自2025年下半年以来，内存市场进入 了"超级牛市"的新周期，各类内存条的价格涨幅普遍超过2倍，如今价格已经超越了2018年的历史高点。 不过对于近期"一盒内存条换上海一套房"的说法，多位华强北老板表示，"这个说法更多 ...

近日,全国多地电子设备经销商称,自9月份以来,内存条、硬盘等存储类产品价格迎来"狂飙式"涨价,各大 品牌电脑厂商也相继涨价。济南的情况如何?此轮价格涨幅会持续多久?对此,记者做了探访。 存储产品价格猛涨 线上线下同步走高 记者管悦济南报道 后续调价仍有空间 随着存储类产品价格持续上涨,戴尔、联想等几大PC厂商已开始上调产品价格。济南一家联想门店工作 人员表示,部分电脑产品已涨价一二百元,到年底,两三千元的笔记本电脑还得涨一百多元。惠普门店工作 人员也表示,产品已普遍上涨一两百元,还将进一步调整。华为、华硕等品牌门店工作人员则表示,现有产 品暂未涨价,后续新生产的产品价格大概率上调。 据TrendForce集邦咨询数据,2025年第三季度,DRAM(动态随机存取存储器)价格较去年同期大幅上涨 171.8%,远超同期国际现货黄金涨幅。 供需结构失衡致涨价 涨势或持续至明年上半年 12月25日,济南市华强电子市场内熙熙攘攘,多家主营电子产品、配件及数码周边的经销商齐聚于此。"从 9月份开始,内存条价格就跟'坐火箭'一样往上涨。"电子设备销售商李先生表示,不同型号产品涨幅差异 明显:畅销的新一代DDR5内存条,此前千 ...

今年存储芯片市场经历罕见"狂飙式"涨价，价格传导链条正在逐级放大。深入深圳华强北发现，DRAM 年内价格涨了数倍，现货市场价格已一天一变。这场上游震荡迅速传导至终端：装DDR5内存条加1TB 硬盘的成套价格比年初贵1200-1500元，32G内存条从不足800元涨至2200多元。业内认为，存储芯片市 场涨价源于AI挤占产能导致结构性短缺，预期涨价潮仍将持续到明年年中。（一财） ...

证券日报网讯 12月17日，万润科技在互动平台回答投资者提问时表示，公司存储产品覆盖消费级、工 业级和企业级领域，包括固态硬盘（SSD）、嵌入式存储（eMMC）等闪存产品和DDR4、DDR5内存条 等内存产品，部分产品已有客户和订单并形成营业收入；企业级PCIe5.0SSDME14000是公司研发及近 期推出的新品，目前正在加快开展推向市场和客户的工作。 （文章来源：证券日报） ...

格隆汇12月17日丨万润科技(002654.SZ)在投资者互动平台表示，公司与合作伙伴的信息系公司商业秘 密，公司存储产品覆盖消费级、工业级和企业级领域，包括固态硬盘（SSD）、嵌入式存储（eMMC） 等闪存产品和 DDR4、DDR5内存条等内存产品，部分产品已有客户和订单并形成营业收入；企业级 PCIe 5.0 SSD ME14000 是公司研发及近期推出的新品，目前正在加快开展推向市场和客户的工作。 ...

万润科技（002654.SZ）12月17日在投资者互动平台表示，公司与合作伙伴的信息系公司商业秘密，公 司存储产品覆盖消费级、工业级和企业级领域，包括固态硬盘（SSD）、嵌入式存储（eMMC）等闪存 产品和 DDR4、DDR5内存条等内存产品，部分产品已有客户和订单并形成营业收入；企业级PCIe 5.0 SSD ME14000 是公司研发及近期推出的新品，目前正在加快开展推向市场和客户的工作。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司开发推出的企业级SSD具体供货哪些大客 户？公司开发的pcle5.0企业级硬盘是否获得相应订单？ ...

Group 1 - Xiaomi is expected to achieve its annual delivery target of 350,000 vehicles this week, with over 100,000 new car deliveries in Q3 and a total of over 260,000 deliveries in the first three quarters [2] - Apple's iPhone 17 series saw a significant sales increase of 37% year-on-year in China, contributing to an overall 8% growth in the smartphone market [2] - Baidu reported Q3 revenue of 31.2 billion RMB, exceeding the estimated 30.87 billion RMB, with an adjusted profit of 11.12 RMB per ADS [6] Group 2 - Pinduoduo's Q3 adjusted net profit reached 31.38 billion RMB, marking a 14% year-on-year increase, although it experienced a quarter-on-quarter decline [5] - iQIYI's Q3 total revenue was 6.68 billion RMB, with membership service revenue at 4.21 billion RMB, a 3% increase quarter-on-quarter [5] - ByteDance has consolidated its engineering teams for e-commerce and advertising into a new department to enhance research and development efficiency [7] Group 3 - Apple revealed that the titanium cases of the Apple Watch Series 11/Ultra 3 are entirely manufactured using 3D printing technology, reducing raw material usage by half and aiming for carbon neutrality by 2030 [8] - The global memory market is experiencing a "panic buying" phase due to severe supply shortages, with some distributors implementing forced bundling sales strategies [10][11]

Core Insights - The article discusses the significant price increase of memory modules during this year's Double Eleven shopping festival, highlighting the impact on consumers and the reasons behind the surge in prices [1][3]. Group 1: Price Surge Reasons - The current memory price increase is driven by the explosive growth of the global AI industry, which has created a substantial and genuine demand for high-bandwidth, large-capacity memory [3]. - AI companies, backed by significant financing, are major purchasers of memory, leading to a supply shortage and consequently higher prices [3]. - Some memory distributors and channel vendors have exploited this trend by amplifying fears of global storage chip shortages and artificially linking consumer-grade memory needs with AI infrastructure demands, creating a narrative that justifies price hikes [3]. Group 2: Consumer Choices - Consumers are advised to shift their approach to building PCs, opting for platforms that offer better memory compatibility and flexibility rather than succumbing to high memory prices [5]. - A comparison between Intel's Core Ultra7 265K and AMD's Ryzen R7 9700X shows that the former has a higher tolerance for various memory types, allowing users to choose more affordable mainstream DDR5 memory [6][9]. - The Ultra7 265K supports higher memory frequencies (up to DDR5-9200MHz+) and has a broader ecosystem of XMP memory options, making it a more cost-effective choice during this price surge [11][15]. Group 3: Recommended Configurations - Two configurations centered around the Ultra7 265K are suggested: 1. A high-performance build with a total budget of approximately 14,000 RMB, featuring components like the RTX 5070 Ultra and 2TB SSD [17][18]. 2. A more budget-friendly option with a total cost of around 9,000 RMB, utilizing the RTX 5060 Ultra and alternative components to save costs while maintaining performance [20][21]. Group 4: Market Dynamics - The article emphasizes that the current market is influenced by speculative practices, where consumers can mitigate the impact of price increases by making informed platform choices [23].

Core Viewpoint - The article discusses the recent surge in memory prices, particularly for NAND flash and DRAM, and attributes this trend to a combination of factors including supply-demand dynamics, technological advancements, and the growing influence of AI companies on the memory market [10][11][24]. Summary by Sections Memory Price Trends - The price of 1TB solid-state drives (SSDs) has increased from around 300 yuan to over 600 yuan, while the price of 32GB DDR5 memory modules has also risen significantly, costing several hundred to over a thousand yuan more than before [11][12]. - The memory price increase is expected to affect nearly all consumer electronic devices, as noted by industry leaders like Lei Jun, who cited rising memory costs as a reason for higher product prices [14][15]. Causes of Price Increase - The memory market has experienced cycles of price fluctuations, often influenced by supply-demand imbalances and production adjustments by manufacturers [19][22]. - The current price surge is partly due to the memory industry's traditional cycles but is also driven by the increasing demand from AI companies, which are willing to pay premium prices for high-bandwidth memory (HBM) [25][26][28]. AI Influence on Memory Market - AI companies are shifting the focus of memory manufacturers from consumer products to high-margin AI applications, leading to a significant reallocation of production capacity towards HBM and enterprise SSDs [28][39]. - The demand from AI firms has resulted in longer delivery times for traditional HDDs, pushing manufacturers to prioritize SSD production, which offers better performance and profitability [41][44]. Consumer Impact - Ordinary consumers are facing a decline in their purchasing power for memory products as they compete with AI giants for limited production capacity [45]. - Despite the rising prices, there are indications that manufacturers like Samsung and SK Hynix are reconsidering their production strategies in response to the changing market dynamics [47].