688525 佰维存储
已收盘 03-11 15:00:00
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存储成本上涨冲击行业:2026年全球智能手机产量或降至11.35亿部
PConline太平洋... · 03-10 12:31
存储成本上涨冲击行业:2026年全球智能手机产量或降至11.35亿部
中信证券:继续看好存储需求超预期 且供不应求将持续至2027年上半年
智通财经 · 03-07
中信证券:继续看好存储需求超预期 且供不应求将持续至2027年上半年
佰维存储(688525)披露股票交易异常波动公告,3月6日股价上涨9.31%
证券之星 · 03-06
佰维存储(688525)披露股票交易异常波动公告,3月6日股价上涨9.31%
佰维存储最新公告:近期存储产品市场价格大幅上涨AI投资的可持续性存在不确定性
证券之星 · 03-06
佰维存储最新公告:近期存储产品市场价格大幅上涨AI投资的可持续性存在不确定性
3月6日佰维存储(688525)龙虎榜数据:机构净卖出14.69亿元,北向资金净买入8976.93万元
证券之星 · 03-06
3月6日佰维存储(688525)龙虎榜数据:机构净卖出14.69亿元,北向资金净买入8976.93万元
3月5日佰维存储现1笔大宗交易 机构净买入431.64万元
证券之星 · 03-05
3月5日佰维存储现1笔大宗交易 机构净买入431.64万元
A股收评 | 沪指收涨0.64% 新风口火了!Micro LED爆发
智通财经网 · 03-05
A股收评 | 沪指收涨0.64% 新风口火了!Micro LED爆发
信创迈向“三原融合”时代!佰维存储领涨超11%,信创ETF基金(562030)盘中拉升3%
新浪基金 · 03-05
信创迈向“三原融合”时代!佰维存储领涨超11%,信创ETF基金(562030)盘中拉升3%
盘中,集体拉升!涨价100%!芯片,传出利好消息
券商中国 · 03-05
盘中,集体拉升!涨价100%!芯片,传出利好消息
3月4日佰维存储发生1笔大宗交易 成交金额3150.22万元
证券之星 · 03-04
3月4日佰维存储发生1笔大宗交易 成交金额3150.22万元
3月4日佰维存储(688525)龙虎榜数据:机构净卖出4.74亿元,北向资金净卖出1.01亿元
证券之星 · 03-04
3月4日佰维存储(688525)龙虎榜数据:机构净卖出4.74亿元,北向资金净卖出1.01亿元
A股存储芯片逆市爆发,千亿巨头飙涨14%,恒指下挫700点,港股MINIMAX跌超10%
21世纪经济报道 · 03-04
A股存储芯片逆市爆发,千亿巨头飙涨14%,恒指下挫700点,港股MINIMAX跌超10%
3月4日佰维存储(688525)涨停分析:AI算力、国产替代驱动
证券之星 · 03-04
3月4日佰维存储(688525)涨停分析:AI算力、国产替代驱动
异动快报:佰维存储(688525)3月4日9点32分触及涨停板
证券之星 · 03-04
异动快报:佰维存储(688525)3月4日9点32分触及涨停板
公告精选︱佰维存储:预计1月-2月实现净利润同比增加921.77%至1086.13%;通鼎互联:公司用于数据中心的光纤产品比重较小
格隆汇 · 03-03
公告精选︱佰维存储:预计1月-2月实现净利润同比增加921.77%至1086.13%;通鼎互联:公司用于数据中心的光纤产品比重较小
佰维存储(688525.SH):预计1-2月归母净利润15亿元至18亿元,同比增加921.77%至1086.13%
智通财经 · 03-03
佰维存储(688525.SH):预计1-2月归母净利润15亿元至18亿元,同比增加921.77%至1086.13%
半导体龙头陆续披露业绩快报 AI需求驱动估值重塑
金融投资网 · 03-03
半导体龙头陆续披露业绩快报 AI需求驱动估值重塑
佰维存储(688525.SH)2025年度归母净利润8.67亿元,同比增长437.56%
智通财经 · 02-28
佰维存储(688525.SH)2025年度归母净利润8.67亿元,同比增长437.56%
2月27日佰维存储发布公告,股东减持429.76万股
证券之星 · 02-27
2月27日佰维存储发布公告,股东减持429.76万股
机构称全球智能手机出货量将大幅下滑,存储芯片价格或将继续上涨
21世纪经济报道 · 02-27
机构称全球智能手机出货量将大幅下滑,存储芯片价格或将继续上涨
公司概况
公司名称:
深圳佰维存储科技股份有限公司
所属行业:
计算机、通信和其他电子设备制造业
上市日期:
2022-12-30
主营业务:
深圳佰维存储科技股份有限公司的主营业务是半导体存储器的研发设计、封装测试、生产和销售。公司的主要产品是嵌入式存储、PC存储、工车规存储、先进封测服务。2024年5月31日,作为中国资本市场的重要风向标,上海证券交易所与中证指数有限公司共同宣布了对科创50指数样本的重大调整,该调整于2024年6月14日收盘后正式生效。在公布的调整名单中,公司被选入“科创50”指数样本股,这一成就不仅是对公司过去业绩和未来潜力的认可,也是对其在科技创新领域领先地位的肯定。
发行价格:
13.99
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且供不应求将持续至2027年上半年","url":"https://stock-news.laohu8.com/highlight/detail?id=2617304659","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617304659?lang=zh_cn&edition=full","pubTime":"2026-03-07 09:01","pubTimestamp":1772845274,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,近日中信证券发表存储行业研报,提到自2月以来,随铠侠业绩及指引超预期、NAND一季度合约价上调、以及国内模组厂商佰维存储发布1-2月业绩公告超预期,进一步验证了存储行业景气度维持高位。该行继续看好存储需求超预期,预计行业供不应求将持续至27H1,核心推荐短期业绩爆发性强的存储模组公司、存储原厂及贴近原厂的设计公司。2)NAND Flash:2月继续保持环比快速上涨,涨幅相对收敛。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1411278.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0183","688525","LU1997245094.SGD","LU1997244956.HKD","BK1521","LU1794554557.SGD","BK0214","BK0012","LU2495084118.USD","LU1064130708.USD","LU2148510915.USD","BK0188","BK1516","LU2289578879.USD","LU1720050803.USD","BK0028","600030","BK0276","LU0405327494.USD","BK1564","BK1147","LU0405327148.USD","LU1328615791.USD","LU1064131003.USD","LU1655091616.SGD","LU1997245177.USD","BK0196","06030","LU1255011170.USD"],"gpt_icon":0},{"id":"2617334066","title":"佰维存储(688525)披露股票交易异常波动公告,3月6日股价上涨9.31%","url":"https://stock-news.laohu8.com/highlight/detail?id=2617334066","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617334066?lang=zh_cn&edition=full","pubTime":"2026-03-06 22:02","pubTimestamp":1772805744,"startTime":"0","endTime":"0","summary":"截至2026年3月6日收盘,佰维存储报收于209.33元,较前一交易日上涨9.31%,最新总市值为977.85亿元。该股当日开盘190.6元,最高209.62元,最低190.6元,成交额达112.36亿元,换手率为11.8%。公司于近日披露《股票交易异常波动公告》。公告显示,佰维存储股票于2026年3月4日至3月6日连续三个交易日内日收盘价格涨幅偏离值累计超过30%,属于股票交易异常波动情形。公司经自查并核实,除已披露信息外,不存在应披露而未披露的重大事项。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026030600039902.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688525","BK0214"],"gpt_icon":0},{"id":"2617684956","title":"佰维存储最新公告:近期存储产品市场价格大幅上涨AI投资的可持续性存在不确定性","url":"https://stock-news.laohu8.com/highlight/detail?id=2617684956","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617684956?lang=zh_cn&edition=full","pubTime":"2026-03-06 18:59","pubTimestamp":1772794797,"startTime":"0","endTime":"0","summary":"经公司自查,公司关注到近期市场对存储行业景气度变化及AI新兴端侧应用相关领域关注度较高,部分媒体及市场将公司纳入相关热点概念。近期存储产品市场价格大幅上涨,主要受AI投资驱动,AI投资的可持续性存在不确定性,产品价格走势存在不确定性。请投资者持续关注AI投资的可持续性、存储行业周期变化,目前存储价格处于历史高位,敬请广大投资者注意投资风险。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026030600032816.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","688525"],"gpt_icon":0},{"id":"2617685033","title":"3月6日佰维存储(688525)龙虎榜数据:机构净卖出14.69亿元,北向资金净买入8976.93万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2617685033","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617685033?lang=zh_cn&edition=full","pubTime":"2026-03-06 17:18","pubTimestamp":1772788723,"startTime":"0","endTime":"0","summary":"证券之星消息,沪深交易所2026年3月6日公布的交易公开信息显示,佰维存储因有价格涨跌幅限制的连续3个交易日内收盘价格涨幅偏离值累计达到30%的证券登上龙虎榜。此次是近5个交易日内第2次上榜。截至2026年3月6日收盘,佰维存储报收于209.33元,上涨9.31%,换手率11.8%,成交量55.1万手,成交额112.36亿元。从龙虎榜公布的当日买卖数据来看,机构合计净卖出14.69亿元,北向资金合计净买入8976.93万元。深股通专用、沪股通专用为北向资金的交易席位。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026030600028029.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","688525"],"gpt_icon":0},{"id":"2617517162","title":"3月5日佰维存储现1笔大宗交易 机构净买入431.64万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2617517162","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617517162?lang=zh_cn&edition=full","pubTime":"2026-03-05 17:21","pubTimestamp":1772702490,"startTime":"0","endTime":"0","summary":"证券之星消息,3月5日佰维存储发生大宗交易,交易数据如下:大宗交易成交价格187.67元,相对当日收盘价折价2%,成交2.3万股,成交金额431.64万元,买方营业部为机构专用,卖方营业部为中国银河证券股份有限公司北京学院南路证券营业部。近三个月该股共发生6笔大宗交易,合计成交3165.0手,折价成交3笔。截至2026年3月5日收盘,佰维存储报收于191.5元,上涨8.81%,换手率19.49%,成交量91.03万手,成交额179.55亿元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026030500027988.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688525","BK0214"],"gpt_icon":0},{"id":"2617516619","title":"A股收评 | 沪指收涨0.64% 新风口火了!Micro LED爆发","url":"https://stock-news.laohu8.com/highlight/detail?id=2617516619","media":"智通财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617516619?lang=zh_cn&edition=full","pubTime":"2026-03-05 15:09","pubTimestamp":1772694550,"startTime":"0","endTime":"0","summary":"全国两会召开叠加外围市场大涨提振市场情绪,今日市场强势反攻,科创板、创业板领涨,资金聚焦芯片等科技成长赛道。","market":"sh","thumbnail":"https://img.zhitongcaijing.com/image/20260305/20260305150532_80161.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260305/20260305150532_80161.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1410390.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["000688.SH","159967","601179","300303","510880","399001","515890","300323","510300","512510","300269","399006","688262","000300.SH","000905.SH","512880","688525"],"gpt_icon":0},{"id":"2617518506","title":"信创迈向“三原融合”时代!佰维存储领涨超11%,信创ETF基金(562030)盘中拉升3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2617518506","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617518506?lang=zh_cn&edition=full","pubTime":"2026-03-05 13:56","pubTimestamp":1772690160,"startTime":"0","endTime":"0","summary":"今日重仓软件开发行业的的信创ETF基金高位活跃,场内价格盘中涨超3%,现涨2.06%,上交所数据显示,该ETF此前两日连续吸金,合计金额217万元。 成份股方面,佰维存储领涨超11%,信安世纪涨逾8%,成都华微、格尔软件涨逾6%,概伦电子涨超5%,地纬智能、博睿数据等个股跟涨。2026年信创交易平台的技术架构正迈向“三原融合”时代,并从设计源头适配国产技术栈。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/etf/2026-03-05/doc-inhpxfxr9911543.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["562030","688525","BK0214"],"gpt_icon":0},{"id":"2617518527","title":"盘中,集体拉升!涨价100%!芯片,传出利好消息","url":"https://stock-news.laohu8.com/highlight/detail?id=2617518527","media":"券商中国","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617518527?lang=zh_cn&edition=full","pubTime":"2026-03-05 13:54","pubTimestamp":1772690040,"startTime":"0","endTime":"0","summary":" 今日,在A股市场上,存储芯片概念股集体拉升,板块指数涨幅一度超过3%。 当天,在韩国股票市场上,存储芯片龙头三星电子、SK海力士也大幅反弹,盘中涨幅均超过10%。 日前,有韩国媒体称,第一季度,三星电子DRAM价格涨幅已从70%上调至100%。市场分析人士指出,DRAM价格持续大涨,对存储芯片板块构成利好。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/2026-03-05/doc-inhpxfxq3318072.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["MU","BK4588","688110","688525","BK4535","BK4585"],"gpt_icon":1},{"id":"2616533086","title":"3月4日佰维存储发生1笔大宗交易 成交金额3150.22万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2616533086","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616533086?lang=zh_cn&edition=full","pubTime":"2026-03-04 17:20","pubTimestamp":1772616053,"startTime":"0","endTime":"0","summary":"证券之星消息,3月4日佰维存储发生大宗交易,交易数据如下:大宗交易成交价格175.99元,成交17.9万股,成交金额3150.22万元,买方营业部为长江证券股份有限公司武汉胜利街证券营业部,卖方营业部为国泰海通证券股份有限公司武汉徐东大街证券营业部。近三个月该股共发生5笔大宗交易,合计成交2935.0手,折价成交2笔。截至2026年3月4日收盘,佰维存储报收于175.99元,上涨20.0%,涨停,换手率7.99%,成交量37.33万手,成交额65.35亿元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026030400030223.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688525","BK0214"],"gpt_icon":0},{"id":"2616084533","title":"3月4日佰维存储(688525)龙虎榜数据:机构净卖出4.74亿元,北向资金净卖出1.01亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2616084533","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616084533?lang=zh_cn&edition=full","pubTime":"2026-03-04 17:16","pubTimestamp":1772615771,"startTime":"0","endTime":"0","summary":"证券之星消息,沪深交易所2026年3月4日公布的交易公开信息显示,佰维存储因有价格涨跌幅限制的日收盘价格涨幅达到15%的前五只证券登上龙虎榜。此次是近5个交易日内第1次上榜。截至2026年3月4日收盘,佰维存储报收于175.99元,上涨20.0%,涨停,换手率7.99%,成交量37.33万手,成交额65.35亿元。从龙虎榜公布的当日买卖数据来看,机构合计净卖出4.74亿元,北向资金合计净卖出1.01亿元。深股通专用、沪股通专用为北向资金的交易席位。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026030400030114.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688525","BK0214"],"gpt_icon":0},{"id":"2616582079","title":"A股存储芯片逆市爆发,千亿巨头飙涨14%,恒指下挫700点,港股MINIMAX跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616582079","media":"21世纪经济报道","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616582079?lang=zh_cn&edition=full","pubTime":"2026-03-04 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15:37","pubTimestamp":1772609833,"startTime":"0","endTime":"0","summary":"证券之星消息,佰维存储3月4日涨停收盘,收盘价175.99元。今日佰维存储涨停的可能因素有:2026年1—2月归母净利润同比预增超900%,营收同比增340%–395%,主要受益于存储行业高度景气周期;AI算力爆发与国产替代双轮驱动DRAM/NAND价格持续上涨,行业供需缺口扩大;公司低价库存叠加涨价落地,盈利弹性显著释放;同时公司强化芯片设计、先进封测及测试设备投入,提升AI时代产品竞争力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026030400021868.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688525","BK0214"],"gpt_icon":0},{"id":"2616301502","title":"异动快报:佰维存储(688525)3月4日9点32分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2616301502","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616301502?lang=zh_cn&edition=full","pubTime":"2026-03-04 09:35","pubTimestamp":1772588151,"startTime":"0","endTime":"0","summary":"证券之星3月4日盘中消息,9点32分佰维存储触及涨停板。其所属行业半导体目前下跌。领涨股为长光华芯。该股为半导体,国产芯片,东数西算/算力概念热股,当日半导体概念上涨0.75%,国产芯片概念上涨0.27%,东数西算/算力概念上涨0.07%。3月3日的资金流向数据方面,主力资金净流出10.16亿元,占总成交额21.65%,游资资金净流入4.87亿元,占总成交额10.38%,散户资金净流入5.29亿元,占总成交额11.27%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026030400010396.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","688525"],"gpt_icon":0},{"id":"2616325029","title":"公告精选︱佰维存储:预计1月-2月实现净利润同比增加921.77%至1086.13%;通鼎互联:公司用于数据中心的光纤产品比重较小","url":"https://stock-news.laohu8.com/highlight/detail?id=2616325029","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616325029?lang=zh_cn&edition=full","pubTime":"2026-03-03 22:13","pubTimestamp":1772547235,"startTime":"0","endTime":"0","summary":"润贝航科:拟发行可转债募资不超过6.25亿元","market":"us","thumbnail":"https://img7.gelonghui.com/column/2/111.png?guru_height=540&guru_width=375","type":0,"news_type":0,"thumbnails":["https://img7.gelonghui.com/column/2/111.png?guru_height=540&guru_width=375"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/3965685","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["002491","688525"],"gpt_icon":0},{"id":"2616347925","title":"佰维存储(688525.SH):预计1-2月归母净利润15亿元至18亿元,同比增加921.77%至1086.13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616347925","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616347925?lang=zh_cn&edition=full","pubTime":"2026-03-03 20:23","pubTimestamp":1772540601,"startTime":"0","endTime":"0","summary":"智通财经APP讯,佰维存储(688525.SH)发布公告,公司预计2026年1月-2月实现归属于母公司所有者的净利润15亿元至18亿元,同比增加921.77%至1086.13%。2026年存储行业迎来高度景气周期,AI算力与国产替代驱动DRAM/NAND价格持续上涨,行业供不应求,公司受益显著。同时,为提高公司产品在AI时代的市场竞争力,公司持续加大芯片设计、解决方案、先进封测及测试设备等领域的投入力度。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1409633.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["688525"],"gpt_icon":0},{"id":"2616397631","title":"半导体龙头陆续披露业绩快报 AI需求驱动估值重塑","url":"https://stock-news.laohu8.com/highlight/detail?id=2616397631","media":"金融投资网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616397631?lang=zh_cn&edition=full","pubTime":"2026-03-03 11:52","pubTimestamp":1772509953,"startTime":"0","endTime":"0","summary":"金融投资网记者林珂截至目前,已有超过150家半导体上市公司发布了2025年业绩预告、快报或年报,虽然业绩喜忧参半,但从行业龙头来看,业绩普遍亮眼。从行业角度看,2025年全球半导体行业销售额创历史新高,涨价潮正从存储芯片蔓延至功率、模拟、MCU等非存储领域。有机构分析指出,当前行业处于结构性高增长过程中,细分领域龙头将率先享受行业红利。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603033659971091.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["688981","688525","BK4585","BK4588","688041","688256","00981","BK4535"],"gpt_icon":1},{"id":"2614086342","title":"佰维存储(688525.SH)2025年度归母净利润8.67亿元,同比增长437.56%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614086342","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614086342?lang=zh_cn&edition=full","pubTime":"2026-02-28 00:40","pubTimestamp":1772210437,"startTime":"0","endTime":"0","summary":"智通财经APP讯,佰维存储 披露2025年年度业绩快报,2025年度实现营业总收入112.96亿元,同比增长68.72%;归属于母公司所有者的净利润8.67亿元,同比增长437.56%。2025年公司AI新兴端侧存储产品收入约17.51亿元,其中,AI眼镜存储产品收入约9.6亿元。2026年随着AI眼镜的放量,公司与Meta等重点客户的合作不断深入,将推动公司相关存储产品业务的持续高速增长。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1408582.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":"佰维存储(688525.SH)2025年度归母净利润8.67亿元,同比增长437.56%","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["688525"],"gpt_icon":0},{"id":"2614858698","title":"2月27日佰维存储发布公告,股东减持429.76万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2614858698","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614858698?lang=zh_cn&edition=full","pubTime":"2026-02-27 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16:14","pubTimestamp":1772180040,"startTime":"0","endTime":"0","summary":"南方财经2月27日电,据央视财经,有机构报告预计,今年由于存储芯片短缺,预计全球智能手机的出货量约为11亿部,与去年的12.6亿部相比大幅下滑。分析指出,近期用于支持人工智能任务的高端存储需求激增,已经消耗了全球大部分供应,而且这种供应紧张的状况预计将持续到2027年。由此,当下许多智能手机厂商的商业模式受到了威胁。分析指出,存储芯片短缺对廉价手机的冲击更为严重,存储芯片价格飙升将挤压本就利润微薄的安卓品牌。此外,机构预计存储芯片的价格还可能继续上涨。目前预计今年第一季度,DRAM芯片的合约价格季度环比将上涨90%到95%,而NAND闪存环比将上涨55%到60%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227161525a725ddbe&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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