这家公司是Meta眼镜国内主供企业级存储已预量产

东方财富研究中心01-20

1月20日，多家上市公司发布投资者关系活动记录表公告，披露各自与机构之间的业务交流内容，其中透露出公司业务布局的诸多进展与亮点。佰维存储：企业级存储产品已实现预量产出货佰维存储近日接受泰康资产、中金公司、广发证券等机构调研。公司在调研中透露，在企业级存储领域，公司已推出SATA SSD、PCIe SSD等产品线，主要部署于数据中心及服务器。“公司产品目前正处于高速发展阶段，已获得服务器厂商、头部...

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Enterprise-level storage has been pre-mass-produced","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688525":1.95,"META":0.9,"002429":1.87},"content_text":"1月20日，多家上市公司发布投资者关系活动记录表公告，披露各自与机构之间的业务交流内容，其中透露出公司业务布局的诸多进展与亮点。佰维存储：企业级存储产品已实现预量产出货佰维存储近日接受泰康资产、中金公司、广发证券等机构调研。公司在调研中透露，在企业级存储领域，公司已推出SATA SSD、PCIe SSD等产品线，主要部署于数据中心及服务器。“公司产品目前正处于高速发展阶段，已获得服务器厂商、头部互联网厂商以及国内头部OEM厂商的核心供应商资质，并实现预量产出货，标志着公司企业级商业化落地能力的显著提升。”AI眼镜方面，佰维存储介绍称，公司ePOP系列产品目前已被Meta、Google、小米、阿里、雷鸟创新等国内外知名企业应用于其AI/AR眼镜等智能穿戴设备上。公司为Meta AI智能眼镜提供ROM+RAM存储器芯片，是国内的主力供应商。同时，公司持续拓展北美其他AI标杆客户，推进在AI新兴端侧领域的合作。据TrendForce集邦咨询预测，一般型DRAM价格在一季度将继续上涨55%至60%。佰维存储认为，目前存储价格持续回升，叠加AI眼镜等新兴应用需求旺盛，从当前时点来看，景气度仍会持续。公司积极备货，目前库存较为充足。佰维存储特别指出，展望2026年，伴随行业产品价格上涨的影响持续释放，以及公司面向AI新兴端侧领域的高价值产品持续批量交付，公司的营业收入和利润有望持续改善。此外，佰维存储透露，公司晶圆级先进封测制造项目整体进展顺利，目前正按照客户需求推进打样和验证工作，为客户提供“存储+晶圆级先进封测”一站式综合解决方案。佰维存储是“研发+封测”一体化的半导体存储器厂商，公司近日披露存储行业上市公司首份2025年业绩预告，预计2025年实现营收100亿至120亿元，同比增长49.36%至79.23%；归母净利润预盈8.5亿至10亿元，同比增长427.19%至520.22%。国泰海通证券对这份业绩预告点评指出，佰维存储瞄准AIoT相关产品布局、存储先进封测业务赋能等，未来长期毛利中枢有望显著改善。由于存储价格高于市场预期，将公司2025至2027年归母净利预测值上调至9.61/25.44/28.08亿元（原预测4.37/10.91/12.75亿元）。西部证券也表示，佰维存储是全球唯一具备晶圆级封装能力的独立存储器供应商，具有一定稀缺性；作为AI端侧存储核心标的，公司有望享受AI产业爆发带来的成长红利。二级市场方面，佰维存储股价今日大涨8.61%，本月涨幅高达65.85%。展望存储芯片行业前景，开源证券表示，AI持续拉动存储需求，半导体上游Fab、封测等均存在涨价行情。国金证券也认为，全球存储芯片2026年仍将供不应求，有望持续涨价。资料显示，芯片ETF东财（159599）跟踪中证芯片产业指数，成分股包含中芯国际、澜起科技、海光信息、兆易创新等龙头，拥有较强代表性。芯片ETF东财（159599）今日交投活跃，成交额超1.1亿元，近五个交易日累涨6.44%。兆驰股份：400G/800G高速光模块预计第二季度可实现小批量出货兆驰股份近日接受申万宏源、鹏盈基金、和君资本等机构调研。在调研中，兆驰股份表示，光通信业务是公司第三增长曲线，在产品技术迭代方面，200G及以下低速光模块产品已实现稳定量产，具备良好经济效益；400G/800G高速光模块已进入国内头部客户送样测试阶段，预计2026年第二季度可实现小批量出货。“公司将通过技术迭代切入行业头部梯队，推动光通信业务成为公司未来重要的增长来源。”兆驰股份还重点介绍了控股子公司风行在线在AI应用领域的优势与进展。据其介绍，风行在线定位为数字文娱创作与分发平台，拥有40万+抖音快手分发达人，在数字文娱内容分发垂直领域具有领先优势。风行在线还构建了200+小程序矩阵及200+渠道伙伴，短视频推广业务位居抖音、快手行业第一。“目前，该平台已成功聚集1.5万创作者，日活达2000以上，并成功积累超1万部剧本。”兆驰股份称，风行在线以“创作-分发-消费”全流程集成的模式激活众创生态，开启全民创作时代，是目前市场端少数能够实现商业化闭环的AI应用主体。此外，风行在线与阿里云近期达成行业深度合作，双方将基于阿里云通义大模型的技术底座与风行在线在数字文娱创作与分发领域的实践沉淀，以“技术共研、生态共创”为核心，构建从创作到落地的全链路AI内容创作创新生态。兆驰股份称，智能终端业务是公司的传统业务，当前的发展战略是实现全球化升级。公司将在现有五大制造基地基础上，依据目标市场的分布，战略性布局本地化供应能力，从根本上保障交付效率，最终达到“全球市场全球造”的战略愿景。兆驰股份业务覆盖智能终端、LED全产业链、光通信产业链、互联网视频运营平台四大板块，去年前三季度，公司营收138.96亿元，归母净利润为10亿元，同比均有所下滑。西南证券此前研报指出，公司新兴业务表现亮眼，LED全产业链聚焦高端化，光通信业务快速突破打开新成长空间。传统电视ODM业务随着海外产能释放及效率提升，盈利能力有望逐步修复。二级市场方面，兆驰股份今日高开低走，盘中创股价历史新高，收盘跌4.04%，本月涨幅为21.56%。岭南控股：为市内免税店注入“精准导流+场景营销”独特优势岭南控股于近日接受万联证券机构调研。在调研中，岭南控股表示，未来，公司将凭借旗下旅行社、星级酒店核心资源，为市内免税店注入“精准导流+场景营销”的独特优势。2025年8月，由公司、中免集团、广百股份及白云机场联合筹建运营的广州首家市内免税店在天河区国际金融中心（广州友谊国金店一楼）开业，为出境旅客带来“不出国门，畅享免税”的全新购物体验。岭南控股称，未来公司将发挥控股子公司广之旅“超级地接”作用，将免税购物融入多元化入境游、高端定制游等主题旅游线路，实现对来粤来穗旅客的定向营销引流，扩大免税品牌效应。另一方面，通过子公司广州岭南国际酒店管理有限公司旗下各家酒店会员体系与线下触点，同步推送免税店开业优惠、爆款商品信息及离境退税服务指南，实现“住宿+购物+免税”场景联动，助力快速扩展免税市场。另据介绍，广之旅把握出境游发展新趋势，除了传统的欧洲、东南亚、中亚、澳新等热门目的地外，美洲、非洲等新兴旅游目的地也逐渐受到游客青睐。随着签证政策的放宽以及各国旅游推广活动的加强，广之旅将继续充分发挥出境游业务的运营优势，持续优化旅游产品与服务。同时，随着银发经济的发展，广之旅将进一步深挖适合“银发族”的康养目的地，制定并优化产品及服务标准，助力长者们实现“老有所游、老有所乐”的美好愿景，让旅游成为提升老年人生活品质的重要方式。岭南控股是一家集商旅出行（旅行社）业务、住宿（酒店）业务及其他旅游产业链相关业务为一体的综合性旅游集团。去年前三季度，公司营收为34.14亿元，归母净利润为6555.95万元。中银证券此前研报指出，免税店落地后，有望联动公司旅行社出入境游业务下高客流量，实现一定的消费回流，并带动相关旅游产业链业务发展。二级市场方面，岭南控股股价今日上涨1.79%，本月涨幅为9.34%。（文章来源：东方财富研究中心）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2604552191","isCrawlerRequest":true}

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这家公司是Meta眼镜国内主供企业级存储已预量产