行情速递 / Part 01 ①大盘指数，上证指数(-0.85%)/北证50 (-1.85%)/深证成指(-1.87%)/科创50 (-2.23%)/创业板指(-2.29%)/ ④集微网，vivo发布《关于vivo及iQOO 部分产品建议零售价调整的说明》称/全球半导体及存储成本持续大幅上涨的 影响/经慎重评估/vivo 将于2026年3月18日10:00起/调整部分产品的建议零售价/具体机型及价格以官方渠道商品详情 页展示为准/ 海外新闻 / Part 03 ①半导体封测，安森美正式发布调价通知/宣布自4月1日起对旗下部分产品上调价格/安森美明确/调价核心源于成本 与需求的双重驱动/成本端/原材料、制造、能源等成本持续大幅上涨，关键材料均价涨幅超30%/叠加人力成本上升/ ②半导体行业观察，美光科技宣布/其专为英伟达 Vera Rubin GPU 平台设计的 36GB 12-Hi HBM4 显存已实现量产/在 GTC 2026 大会上/这家内存巨头同时宣布了业界首款 PCIe 6.0 数据中心 SSD 和全新 SOCAMM2 模块的量产消息/使 其成为首家同时为 Vera Rubin 生态系统提供这三款量产 ...

Group 1 - Lin Lairong, a billionaire with a net worth of 9.5 billion, has acquired shares in Inner Mongolia Xibei Catering Group, increasing the company's registered capital from approximately 102 million RMB to about 104 million RMB [3][4] - Inner Mongolia Xibei Catering Group was established in October 2017 and is involved in various sectors including catering services, food production, and food internet sales [4] - Lin Lairong is the founder of Zhongxing Group and the actual controller of Dazhong Mining, and he ranked 2025 on the Hurun Global Rich List with a wealth of 95 billion RMB [4] Group 2 - Alibaba has established a new business group called Alibaba Token Hub, focusing on the creation, delivery, and application of tokens [6][7] - The iPhone will support split-screen functionality for the first time, specifically for the upcoming iPhone Fold, which is expected to be released in September 2026 [7][8] - Vivo and iQOO announced price increases for some products due to rising global semiconductor and storage costs, with specific models already seeing price hikes [8] Group 3 - China’s three major airlines, Air China, China Eastern Airlines, and China Southern Airlines, have announced a joint initiative to protect passenger ticket purchasing rights, allowing for refunds in cases of price increases or itinerary changes by third-party platforms [5] - A recent investigation revealed that "Liu Wenxiang" hot pot chain was selling duck meat labeled as pork and beef, leading to a public apology and a commitment to rectify the issue [5][6] Group 4 - Emirates Airlines has suspended operations following a fire incident near Dubai International Airport, leading to the cancellation of several flights [9] - The Abu Dhabi National Oil Company has been forced to implement widespread production cuts, resulting in a significant decrease in daily crude oil output [11] Group 5 - WanHua Chemical reported a net profit of 12.527 billion RMB for 2025, a year-on-year decrease of 3.88%, despite a revenue increase of 11.62% to 203.235 billion RMB [23] - Leap Motor announced a net profit of 540 million RMB for 2025, recovering from a loss of 282 million RMB in the previous year, with revenues reaching 64.73 billion RMB [24]

记者丨 张嘉钰 骆轶琪 编辑丨江佩霞 今年初就有存储从业者对21世纪经济报道记者表示，在这种上游存储芯片持续大幅涨价的背景 下，国内存储厂商的策略是尽力保住Tier1手机客户的需求，但1000元价位段上下的手机出货 预测正被厂商大幅下调。"存储缺货行情下，我们预判手机市场会出现'大浪淘沙'。" 手机涨价行情或许才刚开始，多家第三方机构都预测，存储芯片的持续涨价，预计将令今年全 球手机市场出现承压。【 详情 】 此前3月10日，OPPO在旗下官方商城发布公告称：面对包括高速存储硬件在内的多项手机关 键零部件成本上升，公司谨慎评估后做出决定：自2026年3月16日零时起，OPPO将针对部分 已发售产品进行价格调整。涉及价格调整的已发售产品包括OPPO A系列、K系列以及一加， 不包含OPPO Find系列、Reno系列以及OPPO Pad系列。 不难发现，OPPO此次宣布率先涨价的机型，是处在偏低价位段的产品系列。电商平台显示， A和K系列产品大约处在1000-2000元价位段。 3月16日，vivo发布《关于vivo及iQOO部分产品建议零售价调整的说明》称，受全球半导体及 存储成本持续大幅上涨的影响，经慎重评 ...