"一天一个价。"近日，《证券日报》记者在广东深圳华强北市场走访时，多名存储器经销商感慨道。 自今年9月份起，全球存储器市场迎来罕见的涨价行情。据第三方调研机构集邦咨询顾问(深圳)有限公 司发布的数据，主流型号存储器现货价格9月份以来上涨逾300%。 从经销商手中不断上涨的报价单，到小米科技有限责任公司(以下简称"小米")、惠普等消费电子企业不 得不面对的成本压力，存储器涨价的影响正层层传导。存储器价格为何出现快速上涨？这会给产业链上 下游带来哪些机遇和挑战？ 行业有望迎"超级周期" "这款内存条的价格在9月初为100多元，现在涨了3倍多，从没见过涨这么快的。"在华强北市场赛格通 信一楼，存储产品经销商陈女士指着柜台里摆放的一款内存条样品告诉记者。 面对短时间内的巨大涨幅，多位从业多年的存储器企业负责人和行业分析师在接受记者采访时表示，实 属首次。 深圳市时创意电子股份有限公司董事长倪黄忠说，自己从业10多年来第一次遇到这种情形。 集邦咨询顾问(深圳)有限公司资深研究副总经理吴雅婷也表示，研究存储产业约20年，从未见过如此大 幅度的价格上涨。 整体来看，存储器这一轮涨价呈现速度快、幅度大、涉及型号多的特点。吴雅 ...

Group 1 - The global storage market is experiencing a recovery in 2023, with A-share storage companies seizing opportunities for growth [1] - The decline in storage prices that began in Q3 2021 has reversed, with prices stabilizing and beginning to rise in the second half of 2023 [1] - Demand for DRAM and NAND Flash products has significantly increased, driven by the development of AI infrastructure and new consumer electronics [1] Group 2 - Bawei Storage reported that the current recovery in storage product prices, combined with seasonal demand and strong interest in AI applications, suggests continued market prosperity [2] - Chinese storage companies are entering the supply chains of leading global brands in mobile phones, PCs, and servers, marking a new phase in the industrialization and marketization of domestic storage [2] - A-share companies are recognized as industry leaders, receiving intensive institutional research and support [2] Group 3 - Bawei Storage has made significant inroads with major clients in various sectors, including mobile phones and AI devices, and has established partnerships with brands like vivo and Xiaomi [3] - Jiangbolong Electronics has gained recognition for its enterprise-level storage products, ranking third in total capacity for SATA SSDs in China, and first among domestic brands [3] - Successful integration into the supply chains of leading clients not only boosts order volumes but also enhances product credibility, paving the way for future growth [3]