香农芯创（300475.SZ）2月24日在投资者互动平台表示，尊敬的投资者，您好！目前公司存储业务（包 括自主品牌"海普存储"及存储产品分销业务）订单随客户订单预测及市场供需动态调整。公司将持续关 注存储市场趋势，深化客户合作，业务情况请关注公司后续披露的定期报告。 （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：目前公司储存2026产能是否已被预订完？2027年后产 能是否有客户洽谈中？ ...

格隆汇2月24日丨香农芯创(300475.SZ)在互动平台表示，公司目前的产品线（包括自主品牌"海普存 储"及分销业务）主要聚焦于企业级服务器、数据中心等地面应用场景。公司暂未布局航天级存储芯片 的研发与认证，公司将继续聚焦于"分销+产品"一体两翼的核心业务格局的深化与拓展。 ...

格隆汇2月24日丨香农芯创(300475.SZ)在互动平台表示，公司目前的产品线（包括自主品牌"海普存 储"及分销业务）主要聚焦于企业级服务器、数据中心等地面应用场景。公司暂未布局航天级存储芯片 的研发与认证，公司将继续聚焦于"分销+产品"一体两翼的核心业务格局的深化与拓展。 ...

尊敬的投资者，您好！公司主要分销海力士企业级存储产品，公司将持续关注存储行业技术趋势，深化 与合作伙伴的战略协同，积极把握市场机遇，不断提升自身竞争力，以期为投资者创造更大价值。感谢 您的关注。 查看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 2月9日消息，据半导体研究机构SemiAnalysis最新报告，美光HBM4将被排除在NVIDIA Rubin首年量产 供应链之外，主要采用韩国巨头SK海力士与三星的产品，形成韩系双寡头垄断局面。公司作为sk海力 士的合作公司，对公司有没有促进作用？ 董秘回答(香农芯创SZ300475)： 来源：问董秘 投资者提问： ...

2月24日，香农芯创涨5.02%，截至发稿，报144.90元/股，成交24.24亿元，换手率3.84%，总市值673.62 亿元。 数据显示，国金基金旗下1只基金重仓香农芯创。国金中证1000指数增强A（017846）四季度持有股数 7.47万股，占基金净值比例为2.07%，位居第一大重仓股。根据测算，今日浮盈赚取约51.69万元。 国金中证1000指数增强A（017846）成立日期2023年3月22日，最新规模1.81亿。今年以来收益 10.46%，同类排名941/5580；近一年收益51.52%，同类排名742/4297；成立以来收益44.78%。 国金中证1000指数增强A（017846）基金经理为李洪超。 截至发稿，李洪超累计任职时间216天，现任基金资产总规模7.68亿元，任职期间最佳基金回报 24.95%， 任职期间最差基金回报14.64%。 资料显示，香农芯创科技股份有限公司位于深圳市南山区海德三道166号航天科技广场B座22楼，成立 日期1998年9月16日，上市日期2015年6月10日，公司主营业务涉及电子元器件分销。主营业务收入构成 为：电子元器件分销业务97.03%，电子元器件制造业务1 ...

存储芯片概念盘中震荡拉升，北京君正涨超10%，此前太极实业、时空科技涨停，万润科技、佰维存 储、澜起科技、兆易创新、香农芯创跟涨。 消息面上，SK海力士透露，目前其DRAM和NAND库存已降至仅约4周的极低水位，且预计将在全年继 续下降，原厂议价权显著提升。三星正就其最新一代人工智能存储芯片HBM4的定价进行谈判，价格将 比上一代高出20%至30%，预计售价约为700美元。 相关行业： 存储芯片制造：随着AI数据中心建设提速，市场对DRAM、HBM等高带宽存储芯片需求持续攀升，叠 加海外大厂主动控制普通存储产能转向高端AI存储，行业供需格局持续优化，主营存储芯片研发制造 的企业将直接受益于产品量价齐升，业绩增长弹性充足。 芯片封测：存储芯片尤其是高端HBM芯片需要先进的堆叠封装技术支持，随着存储芯片出货量增长与 产品结构升级，具备2.5D、3D等先进封测能力的厂商将获得更多高端订单，技术优势转化为业绩增长 动能，迎来快速发展机遇。 半导体材料与设备：存储芯片产能扩张与技术升级带动光刻胶、电子特气、沉积设备等材料设备需求提 升，拥有核心技术壁垒的材料设备企业将伴随行业发展实现营收增长，国产替代进程也将进一步加速 ...

Core Viewpoint - The semiconductor industry is expected to recover in 2025, with significant revenue growth driven by rising storage prices and increasing demand from data centers, leading to improved performance for major chip manufacturers [3][4]. Group 1: Semiconductor Sales and Growth - Global semiconductor sales are projected to reach $791.7 billion in 2025, a 25.6% increase from $630.5 billion in 2024, with further growth expected towards $1 trillion in 2026 [3]. - The recovery is attributed to strong demand from emerging technologies such as AI, IoT, 6G, and autonomous driving [3]. Group 2: Chip Design and IDM - Texas Instruments (TI) is expected to achieve approximately $17.68 billion in revenue for 2025, reflecting a 13% year-over-year growth, with significant contributions from industrial and automotive sectors [6]. - STMicroelectronics (ST) anticipates a revenue decline of 11% to around $11.8 billion, with Q4 showing slight improvement driven by personal electronics [8]. - NXP's revenue is projected at $12.27 billion, down 3%, with automotive and industrial sectors remaining stable [10]. - Renesas reported a revenue drop of 2% to 1.3212 trillion yen, marking its first loss in six years due to significant impairment losses [12]. - Microchip Technology expects growth in both year-over-year and quarter-over-quarter sales, with a projected revenue of $1.186 billion for Q3 2026 [12]. - Qorvo's revenue exceeded expectations at $993 million, with an 8.4% year-over-year increase [12]. - Infineon's revenue is projected at €14.662 billion, down 2%, but with strong demand in AI driving growth [14]. Group 3: Memory Chips - Samsung's revenue is expected to reach 333.6059 trillion won (approximately $233.8 billion), a 10.9% increase, with the semiconductor division achieving 130.1 trillion won in revenue [29]. - SK Hynix anticipates a record revenue of 97.15 trillion won (approximately $681.6 billion), a 47% increase year-over-year [31]. - Micron's revenue is projected to rise from $25.11 billion to $37.38 billion, with HBM chip capacity sold out for 2026 [33]. - GigaDevice expects a revenue increase of approximately 25% to 9.203 billion yuan [35]. Group 4: Wafer Foundry - TSMC's revenue is projected to reach approximately 3.8 trillion new Taiwan dollars (around $122.42 billion), a 31.6% increase, with advanced processes contributing significantly [47]. - UMC expects a slight revenue increase of 2.3% to 237.55 billion new Taiwan dollars, with a focus on mature process technologies [49]. - SMIC anticipates a record revenue of $9.3268 billion, a 16.2% increase, with improved profitability driven by increased wafer sales [51]. Group 5: Testing and Packaging - ASE Group's revenue is expected to reach 645.388 billion new Taiwan dollars, an 8.4% increase, with advanced packaging services contributing significantly [57]. - Amkor's revenue is projected at $6.71 billion, a 6% increase, with strong performance in advanced packaging and computing business [59]. Group 6: Equipment - ASML's total net sales are expected to reach €32.667 billion, a 15.6% increase, with a record order backlog reflecting strong demand for AI-related technologies [61]. - Lam Research anticipates a record year with significant growth driven by advanced process technologies [63]. Group 7: Distribution - WPG Holdings expects a revenue of 999.12 billion new Taiwan dollars, a 13.4% increase, driven by AI and high-performance computing demand [66]. - WPG's revenue is projected to exceed 1 trillion new Taiwan dollars, marking a significant milestone [68].

美光目标价"立涨"100美元？ 大摩：AI存储需求太火爆 无惧任何打击！A股推荐香农芯创（300475），海力士的核心下游，具备极强的投资性 价比，叠加MSCI指数调入带来的资金利好，股价至少翻倍以上空间。 2026年02月12日 13:07 近段时间以来，"存储涨价风暴"越刮越猛，美国存储芯片大厂美光科技屡获华尔街大行"点名赞赏"、并上调评级和 目标价。 继瑞银、瑞穗、汇 美光目标价"立涨"100美元？ "自美光上次发布业绩指引以来，存储芯片价格大幅上涨，所有终端市场均出现供应短缺局面，我们据此上调公司 盈利预期。 在AI需求保持强劲的背景下，HBM4供应担忧、中国市场相关顾虑及资本支出担忧均不构成核心影响因素。 "报告称。 一直短缺 = 一直涨价 大摩：AI存储需求太火爆 无惧任何打击！A股推荐香农芯创（300475），海力士的核心下游，具备极强的投资性 价比，叠加MSCI指数调入带来的资金利好，股价至少翻倍以上空间。 2026年02月12日 13:07 近段时间以来，"存储涨价风暴"越刮越猛，美国存储芯片大厂美光科技屡获华尔街大行"点名赞赏"、并上调评级和 目标价。 继瑞银、瑞穗、汇丰和德银之后，摩根士 ...

Core Viewpoint - The article discusses the significant price surge in storage products, particularly memory chips, driven by increased demand from the AI sector, leading to substantial profits for major manufacturers like SK Hynix and Micron [3][5][10]. Group 1: Price Surge in Storage Products - The average price of memory has increased by 344%, with DDR5 memory prices rising over 300% since September 2025, and DDR4 memory prices increasing by more than 150% [6]. - HDD prices have risen by approximately 50% in four months, with some models seeing increases of up to 66%. SSD prices have surged by around 75%, with 1TB SSD prices jumping from about $60 at the end of 2024 to over $144 in early 2026, a rise of more than 140% [6][7]. - High-end storage products like HBM and DDR5 have seen the most significant price increases, while lower-end products like DDR4 and HDD have also experienced notable price hikes [7]. Group 2: Manufacturer Strategies and Market Dynamics - Major manufacturers, including Samsung, SK Hynix, and Micron, have shifted production capacity towards high-performance storage products for AI servers, significantly reducing capacity for consumer-grade products. Micron has even ceased sales of consumer-grade storage products entirely [8]. - The "controlled quantity price increase" strategy employed by these manufacturers has effectively allowed them to raise prices, as they control over 93% of the global DRAM market [8][9]. - Samsung and SK Hynix plan to increase server DRAM prices by 60%-70% in the first quarter of 2026 compared to the fourth quarter of 2025 [9]. Group 3: Stock Market Impact - Micron's stock price has surged from around $60 in April 2025 to approximately $365, representing a nearly 500% increase [10]. - In South Korea, the KOSPI index has risen from 2284 points in April 2025 to 4935 points recently, a gain of 116%, largely driven by the stock performance of Samsung and SK Hynix [14]. - The article notes that the average profit for South Korean investors has doubled over the past year due to the storage product price boom [16]. Group 4: A-Share Market Performance - Since the price surge in storage products began in the third quarter of last year, several A-share companies have seen significant stock price increases, including Baiwei Storage (up 85%), Demingli (up 274%), Jiangbolong (up 185%), and Shannon Chip (up 408%) [18][19]. - Baiwei Storage expects a net profit of 850 million to 1 billion yuan in 2025, a year-on-year increase of 427.19% to 520.22% [21]. - The demand for memory interconnect chips has also surged, with companies like Lanke Technology projecting a net profit of 2.15 billion to 2.35 billion yuan in 2025, a year-on-year increase of 52.29% to 66.46% [22].

Group 1 - The core viewpoint of the article highlights the performance of the Zhongzheng 1000 ETF (159845), which rose by 0.82% to 3.430 yuan with a trading volume of 1.133 billion yuan as of the midday close [1] - Major stocks within the Zhongzheng 1000 ETF include Xiangnong Chip Creation, which increased by 1.47%, Dongxin Co., which rose by 0.99%, and Yuanjie Technology, which surged by 4.42% [1] - The fund's performance benchmark is the Zhongzheng 1000 Index return, managed by Huaxia Fund Management Co., with a return of 40.83% since its establishment on March 18, 2021, and a return of 1.31% over the past month [1] Group 2 - The article provides specific stock performance details, including Jianqiao Technology's increase of 2.38%, Oufeiguang's decrease of 0.50%, Changxin Bochuang's rise of 11.01%, and Chunzong Technology's increase of 3.39% [1] - Other notable stock performances include Demingli's increase of 1.13%, Yongding Co.'s rise of 1.19%, and Yahua Group's increase of 1.47% [1]