证券日报网讯 1月9日，大为股份在互动平台回答投资者提问时表示，公司全资子公司深圳市大为创芯 微电子科技有限公司主要产品有NAND、DRAM存储两大系列，可广泛应用于个人电脑、车载、IDC、 工业控制、医疗、轨道交通、智能电子等领域。 （编辑 姚尧） ...

智通财经APP注意到，2025年股市最炙手可热的领域在新的一年依然火热，但这种毫无停歇的势头让一些华尔街专业人士不禁怀疑，逆转行情是否即将到 来。 存储芯片制造商是去年标普500指数中表现最佳的板块，因为用于建设人工智能基础设施的海量资金逐渐渗透到科技行业中一些传统上较为沉寂的领域。以 闪迪(SNDK.US)、西部数据(WDC.US)、希捷科技(STX.US)和美光科技(MU.US)等公司为首的该板块，在2026年初依然领跑指数。 在英伟达首席执行官黄仁勋强调AI生态系统需要更多内存和存储后，闪迪在今年首个交易日飙升16%，周二再度暴涨28%。该股周三上涨1.1%，年初四个交 易日累计涨幅达49%。与此同时，西部数据、希捷和美光在2026年开局均录得两位数涨幅，不过这三只股票周三均有所下跌。 闪迪股价在2025年暴涨559%，领跑标普500指数，西部数据、美光和希捷紧随其后，占据该指数涨幅榜前四位。 存储和内存类股上涨 存储芯片股上涨的主要推动力是AI基础设施支出热潮，以及需求激增导致存储芯片等零部件价格上涨。但许多投资者质疑如此巨大的涨幅是否合理，尤其 是在越来越多的人质疑AI相关资本支出能否在未见显著回报 ...

Group 1 - Samsung Electronics, the world's largest memory chip manufacturer, is expected to announce preliminary earnings for Q4 2025 on January 8, with a projected operating profit increase of 160% year-on-year due to severe chip shortages driving up memory chip prices [1] - Analysts predict Samsung will achieve an operating profit of 16.9 trillion KRW (approximately 11.7 billion USD) for the period from October to December, significantly higher than the 6.49 trillion KRW reported in the same period last year [1] - According to Guojin Securities, strong demand from AI is expected to drive memory chip prices higher, with contract prices projected to increase by 30% to 40% in Q1 2026, leading to substantial growth in the industry chain's performance [1] Group 2 - Wanrun Technology's semiconductor memory business is primarily conducted through its subsidiary, Wanrun Semiconductor, which plans to add DRAM business in 2024 to cultivate new growth points [2] - Dawi Co., Ltd. offers a range of semiconductor storage products, including NAND and DRAM, with its wholly-owned subsidiary Dawi Chuangxin producing various DRAM products such as DDR3, DDR4, LPDDR4X, LPDDR5, and DDR5 memory modules [2]

智通财经获悉，英伟达首席执行官黄仁勋一席话，再度点燃了存储类股的做多热情。周二，Sandisk Corp.(SNDK.US)股价飙升28%，创下去年2月以来最佳单日表现。该股在2026年前三个交易日内累计暴 涨超过47%，自去年4月22日触及低点以来，涨幅已高达惊人的1080%。当日，该公司成为标普500指数 中表现最佳的成分股，西部数据(WDC.US)和希捷科技(STX.US)等其他存储公司亦录得两位数涨幅，紧 随其后。 美国银行分析师瓦姆西·莫汉在1月4日的一份客户报告中写道，Sandisk及其他存储公司被视为2026年"AI 推理与边缘AI"发展的"核心受益者"。莫汉预计，各机构出于训练、分析和合规目的将保留日益增多的 数据，对存储的需求将"同步飙升"。他特别提及了无人机、监控、汽车和运动科技等领域应用的增长。 "迄今为止，AI投资主题的焦点一直集中在资本支出和推动AI模型训练上，这催生了硬件支出的下一波 浪潮，"莫汉写道，"展望2026年及未来，我们预计AI推理将占据主导地位。" 美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 行情的催化剂来自黄仁勋在国际消费电子展(CES)上的表态。" ...

行情的催化剂来自黄仁勋在国际消费电子展(CES)上的表态。"对于存储而言，这完全是一个尚未被满足 的市场，"他周一表示，"这是一个前所未有的市场，并很可能成为全球最大的存储市场，本质上将承载 全球AI的工作记忆。" 分析师杰克.西尔弗曼指出，在人工智能训练和推理需求不断增长的背景下，供应紧张和存储芯片价格 飙升正推动数字存储类股走强。黄仁勋在CES的言论"表明，在英伟达的系统中，对NAND存储的需求 将保持强劲"。 存储芯片价格持续攀升。本周早些时候，韩国经济日报报道称，三星电子和SK海力士正寻求在第一季 度将服务器DRAM价格较去年第四季度上调60%至70%。 英伟达首席执行官黄仁勋一席话，再度点燃了存储类股的做多热情。周二，Sandisk Corp.(SNDK.US)股 价飙升28%，创下去年2月以来最佳单日表现。该股在2026年前三个交易日内累计暴涨超过47%，自去 年4月22日触及低点以来，涨幅已高达惊人的1080%。当日，该公司成为标普500指数中表现最佳的成分 股，西部数据(WDC.US)和希捷科技(STX.US)等其他存储公司亦录得两位数涨幅，紧随其后。 美国银行分析师瓦姆西.莫汉在1月4日的一 ...

Group 1: Semiconductor Storage Business - The semiconductor storage business contributed revenue of 794 million CNY in the first three quarters of 2025, a significant increase of 28.68% year-on-year, accounting for 90.33% of the company's total revenue [3] - The company is focusing on optimizing product structure and implementing refined inventory management to mitigate risks associated with price fluctuations in the storage industry [4] - The company is actively pursuing LPDDR5 certification and trial production to enhance its high-performance storage chip product offerings [9] Group 2: New Energy Business - The company has completed exploration and is in the process of obtaining mining rights for its lithium project in Hunan, with a mineral resource reserve of 20.9533 million tons of associated lithium-bearing feldspar [7] - The lithium mineral (Li2O) quantity is 32,370 tons with an average grade of 0.154%, which is crucial for supplying the company's lithium carbonate project [7] - The company is advancing its lithium battery project and aims to secure mining permits as soon as possible, with progress dependent on government approvals [6] Group 3: Future Planning and Performance - The company aims to enhance its market value and shareholder returns by focusing on dual business lines: "semiconductor storage + smart terminals" and "new energy + automotive" [8] - The company plans to increase overseas promotion of its automotive products and strengthen operational management and talent efficiency [9] - Investors are encouraged to monitor the company's regular reports for updates on performance and growth [8]

Group 1: Company Developments - Company specializes in PCB production, covering single-sided, double-sided, and multi-layer boards, including high-frequency and high-speed boards, primarily used in communication, industrial control, automotive electronics, and semiconductor packaging [3] - Company has initiated bulk orders for its overseas AI data center power supply projects, with expectations for Delta and other clients to start importing bulk orders in the fourth quarter [3] Group 2: Industry Trends - Potassium carbonate futures have surged past 100,000 yuan, with prices for electrolyte additives like VC rising significantly [4] - The semiconductor industry is experiencing supply shortages, with companies like SMIC reporting a large number of urgent orders [5] - The lithium battery materials industry is actively expanding, with companies like Baichuan and Xianfeng focusing on the lithium battery supply chain and new material development [4][5] Group 3: Market Performance - Companies like Dazhi and Jiumuwang have seen significant stock performance, with multiple trading days of gains, indicating strong market interest [5][6] - The consumer sector is showing signs of growth, with October CPI rising by 0.2%, prompting the Ministry of Finance to continue implementing measures to boost consumption [6]

Core Viewpoint - Kioxia is experiencing significant profit decline despite the booming demand for storage driven by AI, with a net profit drop of 62% year-on-year in Q2 FY2025 [2][3]. Financial Performance - Kioxia reported a net profit of 40.7 billion yen for Q2 FY2025, a substantial decrease from the previous year [2]. - The company's Q2 profit fell 74% compared to the previous quarter, indicating a challenging financial environment [3]. - Analysts had expected a profit of 47.4 billion yen, highlighting a shortfall in performance [2][3]. Market Dynamics - The decline in Kioxia's profits is attributed to a shift in product mix, with low-margin smart device products increasing to 35% of sales due to seasonal demand [3]. - Despite short-term pressures, Kioxia remains optimistic about future quarters, anticipating record revenue and strong profit recovery in Q3 FY2025, with revenue expected to grow by 12-23% to 500-550 billion yen [3]. NAND Market Outlook - Kioxia forecasts that NAND demand will exceed supply in 2025, leading to a mid-double-digit percentage growth in bit shipments [3]. - The company expects bit growth to accelerate to high double digits in 2026 as supply tightens further [3][4]. Future Developments - Kioxia plans to launch its 8th generation BiCS Flash in early 2026 to meet AI application demands, alongside the mass production of 245TB QLC SSDs and the introduction of the 10th generation BiCS Flash [4]. - The company anticipates a consistent annual growth rate of around 20% in NAND storage demand, primarily driven by the rising needs of AI data centers [4].

Core Viewpoint - The company is actively addressing the challenges posed by price fluctuations in the storage industry through strategic inventory and order management [1] Group 1: Company Overview - The company’s wholly-owned subsidiary, Shenzhen Dawi Chuangxin Microelectronics Technology Co., Ltd., primarily produces NAND and DRAM storage products [1] - The company has developed targeted strategies to manage inventory and order risks in response to price volatility in the storage sector [1] Group 2: Strategic Initiatives - The company plans to optimize its product structure by creating a diversified product portfolio [1] - A refined inventory management mechanism will be implemented to dynamically adjust inventory levels in line with market demand changes [1] - These measures aim to mitigate operational risks associated with price fluctuations [1]

Core Viewpoint - The company, Dawi Co., has outlined its strategies to manage risks associated with price fluctuations in the semiconductor storage industry, particularly focusing on NAND and DRAM products [2] Group 1: Company Overview - Dawi Co.'s wholly-owned subsidiary, Shenzhen Dawi Chuangxin Microelectronics Technology Co., primarily produces NAND and DRAM storage products [2] - The company's semiconductor storage business focuses on product design and sales, while manufacturing processes such as packaging and assembly are outsourced [2] Group 2: Risk Management Strategies - In response to price volatility in the storage industry, the company has developed targeted strategies to mitigate inventory and order risks [2] - The company aims to optimize its product structure through a diversified product portfolio and implement refined inventory management practices to dynamically adjust inventory levels according to market demand [2]