[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"$VPb55unkt5":3},{"id":4,"authorId":5,"author":6,"title":7,"status":8,"failedReason":9,"offlineReason":9,"type":10,"picture":11,"submitTime":12,"publishTime":13,"seoTitle":14,"seoKeywords":15,"seoDescription":16,"seoKeywordsList":9,"workOrderNo":17,"source":8,"moreInfo":18,"sourceName":19,"reviewer":20,"description":21,"content":22,"showPv":23,"pv":24,"great":25,"collection":25,"comment":25,"remark":9,"topicIdList":9,"firstTagIdList":9,"secondTagIdList":9,"tagNameList":9,"isGreat":26,"isCollection":26,"orgAccountInfoBO":27,"topicList":49,"firstTagList":57,"secondTagList":58,"lockUser":9,"articleModeType":9,"originContent":9,"aiRewriteContent":9,"commentCount":9},"125332370","446","大数跨境","涨幅超300%，全球爆卖7917亿美金！中国冷门制造业逆袭 | 爆品洞察",2,null,1,"https:\u002F\u002Fcdn.10100.com\u002Fcontent\u002F20260403\u002Fb32b32fe-ecb1-439c-90c6-718a473c5b9f.png","2026-04-03 19:25:00","2026-04-03 16:35:32","涨幅超300%，全球爆卖7917亿美金！中国冷门制造业逆袭 | 爆品洞察- 大数跨境","","3月底，DDR内存现货价格回落，\"内存条价格断崖式下跌\"话题引发热议，市场关注存储企业能否延续去年涨","11202604031925008028","{\"url\": \"https:\u002F\u002Fmp.weixin.qq.com\u002Fs\u002FjtjFU9N632y8kKMLjUwjDA\", \"author\": \"大数跨境\", \"publishTime\": \"2026-04-03 16:35:32\"}","【大数跨境】公众号，原文《涨幅超300%，全球爆卖7917亿美金！中国冷门制造业逆袭 | 爆品洞察》，大数AI优化","system","千亿存储“黑马”业绩大爆发","\u003Cp>3月底，DDR内存现货价格回落，\"内存条价格断崖式下跌\"话题引发热议，市场关注存储企业能否延续去年涨势。本轮价格回调究竟是超级周期拐点，还是短期波动？\u003C\u002Fp>\n\u003Ch2>存储芯片价格暴涨原因\u003C\u002Fh2>\n\u003Cp>2025年存储行业经历史无前例行情：\u003Ca href=\"https:\u002F\u002Fwww.10100.com\u002Ffuwu\">服务\u003C\u002Fa>器级DRAM与企业级SSD领涨，部分产品现货市场累计涨幅超300%。\u003C\u002Fp>\n\u003Cp>核心原因在于AI需求激增。训练大型AI模型的服务器对存储芯片需求是传统服务器数倍，单台AI服务器所需DRAM容量为通用服务器3-4倍，NAND容量为2-4倍。\u003C\u002Fp> \u003Cimg src=\"https:\u002F\u002Fcdn.10100.com\u002Fcontent\u002F20260403\u002Fc3f5e8b0-86eb-47c4-a252-efd2f1696bde.png?x-oss-process=style\u002Fwmlogo\" loading=\"lazy\"  style=\"width:100%;\">\n\u003Cp>图源：谷歌\u003C\u002Fp>\n\u003Cp>上游厂商如三星、SK海力士将80%先进产能转向HBM及企业级SSD等高利润产品，导致2026年产能已售罄。消费级市场被严重挤压，普通内存与闪存供应急剧短缺。由于新建晶圆厂需2-3年投产周期，存储芯片供应紧张局面将延续至2027年下半年。\u003C\u002Fp>\n\u003Ch2>中国企业迎来发展机遇\u003C\u002Fh2>\n\u003Cp>国际巨头产能转向高端产品，为中国企业创造了消费级存储市场窗口。长鑫科技在2025年下半年价格上行周期中预计首次扭亏为盈，全年净利润达20亿至35亿元。\u003C\u002Fp> \u003Cimg src=\"https:\u002F\u002Fcdn.10100.com\u002Fcontent\u002F20260403\u002Fb16fe464-20cb-43d9-a716-e04ba89d9c89.png?x-oss-process=style\u002Fwmlogo\" loading=\"lazy\"  style=\"width:100%;\">\n\u003Cp>图源：长鑫存储\u003C\u002Fp>\n\u003Cp>佰维存储业绩尤为亮眼：2025年三季度净利润2.562亿元，同比增长563.77%；四季度净利润8.226亿元，同比大幅增长1329.94%。2026年1-2月营收预计40亿-45亿元，同比增长340%-395%，前两个月利润已超2025年全年。\u003C\u002Fp> \u003Cimg src=\"https:\u002F\u002Fcdn.10100.com\u002Fcontent\u002F20260403\u002F3160a51c-98a1-4eea-a2d0-d9ae0c239939.png?x-oss-process=style\u002Fwmlogo\" loading=\"lazy\"  style=\"width:100%;\">\n\u003Cp>图源：佰维存储\u003C\u002Fp>\n\u003Cp>澜起科技、聚辰股份实现营收利润双增，东芯股份、普冉股份也保持增长态势。\u003C\u002Fp>\n\u003Ch2>全球存储市场趋势展望\u003C\u002Fh2>\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fwww.10100.com\u002Fencyclopedia\u002Fexplain\u002F39704\">美国\u003C\u002Fa>半导体协会数据显示，2025年全球芯片销售额达7917亿美元，同比增长25.6%，创历史纪录。中信证券研报指出，在AI需求持续带动下，存储行业仍处超级景气周期前中段，供不应求状况至少延续至2027年。\u003C\u002Fp>\n\u003Cp>3月底现货市场下跌属短期回调。业内普遍预期2026年第二季度合约价将延续涨势，全年维持上行趋势。摩根士丹利分析认为，当前存储现货价格仍显著高于合约价，市场短期波动影响有限。中国企业正迎来加速布局的黄金窗口期。\u003C\u002Fp>","288","185","0",false,{"id":5,"status":28,"accountNumber":29,"nickName":6,"gender":8,"identity":30,"authenticationStatus":8,"authenticationType":10,"claimStatus":28,"failedReason":9,"freezeReason":9,"phoneNumber":29,"email":9,"picture":31,"description":32,"registerTime":33,"submitTime":34,"area":35,"lastLoginTime":36,"lastLoginIp":37,"lastLoginArea":9,"accountName":38,"wechatNumber":9,"wechatQrcode":15,"wechatOfficialAccountQrcode":15,"fansTotal":39,"followTotal":40,"pvTotal":41,"showPvTotal":42,"createTime":33,"updateTime":43,"deleteFlag":28,"areaName":9,"contentTotal":44,"isFollow":26,"validityPeriodStart":45,"validityPeriodEnd":46,"companyLogo":47,"companyAbbreviation":6,"companyName":38,"accountPoints":9,"level":48,"accountType":10,"regSource":10},0,"17891921788",11,"company\u002Fd5675aa1ff61493595efbfecaf81872e.jpg","领先的跨境资源整合，信息共享平台","2023-06-20 20:05:54","2023-06-27 09:25:46","310100","2026-04-07 09:47:03","180.154.12.255","上海百次方科技有限公司","2029","117","3793560","18791838","2026-04-07 13:15:00","4711","2023-06-27","2024-06-27","p\u002F87c7d4bdabfc496ebedcdc220007a0e9.png",3,[50],{"contentId":4,"id":51,"name":52,"status":28,"type":48,"subType":53,"description":54,"changeTime":55,"pv":56,"firstTagIdList":9,"firstTagList":9},"30","出海",5,"发发发发发发付","2022-10-31 11:21:23","181147",[],[]]