三星Q1利润飙涨8倍！巨头抢签“长合约”，存储板块又爆了

格隆汇04-07

4月7日，A股存储芯片板块强势走高。截至发稿，深圳华强、柏诚股份、康强电子、圣泉集团涨停，中芯国际、华虹公司、深南电路、生益科技、江波龙、佰维存储等权重股亦纷纷跟涨。三星电子业绩大增今日存储芯片板块走高，主要受存储芯片巨头三星电子业绩大幅超预期提振。韩国三星电子于周一发布一季度业绩预告，公司预计今年一季度总营收将达到133万亿韩元，同比增长68%；营业利润预计为57.2万亿韩元，比去年同期的...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2625984023?lang=zh_CN&edition=full","thumbnail":"https://img3.gelonghui.com/c3467-7546888e-8c95-47f6-8608-c32231bfdac2.jpg?guru_height=716&guru_width=1280&guru_size=95219","is_english":false,"pubTime":"2026-04-07 13:44","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2625984023","market":"sh","top_or_hot":-1,"title":"三星Q1利润飙涨8倍！巨头抢签“长合约”，存储板块又爆了","media":"格隆汇","content":"<div>\n<p>4月7日，A股存储芯片板块强势走高。截至发稿，深圳华强、柏诚股份、康强电子、圣泉集团涨停，中芯国际、华虹公司、深南电路、生益科技、江波龙、佰维存储等权重股亦纷纷跟涨。三星电子业绩大增今日存储芯片板块走高，主要受存储芯片巨头三星电子业绩大幅超预期提振。韩国三星电子于周一发布一季度业绩预告，公司预计今年一季度总营收将达到133万亿韩元，同比增长68%；营业利润预计为57.2万亿韩元，比去年同期的...</p>\n\n<a href=\"https://www.gelonghui.com/p/4320721\">网页链接</a>\n\n</div>\n","source":"gelonghui_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>三星Q1利润飙涨8倍！巨头抢签“长合约”，存储板块又爆了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n三星Q1利润飙涨8倍！巨头抢签“长合约”，存储板块又爆了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-07 13:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/4320721><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月7日，A股存储芯片板块强势走高。截至发稿，深圳华强、柏诚股份、康强电子、圣泉集团涨停，中芯国际、华虹公司、深南电路、生益科技、江波龙、佰维存储等权重股亦纷纷跟涨。三星电子业绩大增今日存储芯片板块走高，主要受存储芯片巨头三星电子业绩大幅超预期提振。韩国三星电子于周一发布一季度业绩预告，公司预计今年一季度总营收将达到133万亿韩元，同比增长68%；营业利润预计为57.2万亿韩元，比去年同期的...</p>\n\n<a href=\"https://www.gelonghui.com/p/4320721\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"002916","symbol_name":"深南电路","start_time":0,"source_url":"https://www.gelonghui.com/p/4320721","article_id":"2625984023","we_media_id":null,"thumbnails":["https://img3.gelonghui.com/c3467-7546888e-8c95-47f6-8608-c32231bfdac2.jpg?guru_height=716&guru_width=1280&guru_size=95219"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2625984023","pubTimestamp":1775540685,"columns":[],"sourceInfo":{"source_id":"gelonghui_highlight","name":"格隆汇"},"weMediaInfo":null,"summary":"涨价潮还要持续多久？","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"301308":"江波龙","601133":"柏诚股份","605589":"圣泉集团","688347":"华虹公司","688525":"佰维存储","688981":"中芯国际","002916":"深南电路","LU0823426480.USD":"法巴中国股票经典Dis","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0185":"二线龙头","LU0823426308.USD":"法巴中国股票基金","BK0137":"电子商务","BK0214":"IT设备","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","BK0229":"化学制品","BK0172":"雄安新区","BK0188":"融资融券","BK4588":"碎股","BK0102":"重组","002119":"康强电子","BK0012":"证金概念","000062":"深圳华强","BK0077":"质押式回购","BK0028":"国家队","BK0081":"借壳上市","BK0250":"批发","LU2294711473.HKD":"BNP PARIBAS CHINA EQUITY \"C\" (HKD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","BK0219":"建筑安装","EMXC":"iShares MSCI Emerging Markets ex China ETF","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK4585":"ETF&股票定投概念"},"translate_title":"Samsung's Q1 Profit Soared 8X! Giants grab \"long contracts\" and the storage plate explodes again","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"301308":0.9,"601133":0.9,"605589":0.9,"688347":0.9,"688525":0.9,"688981":0.9,"000062":0.9,"EMXC":1.5,"002916":0.9,"002119":0.9},"content_text":"4月7日，A股存储芯片板块强势走高。截至发稿，深圳华强、柏诚股份、康强电子、圣泉集团涨停，中芯国际、华虹公司、深南电路、生益科技、江波龙、佰维存储等权重股亦纷纷跟涨。三星电子业绩大增今日存储芯片板块走高，主要受存储芯片巨头三星电子业绩大幅超预期提振。韩国三星电子于周一发布一季度业绩预告，公司预计今年一季度总营收将达到133万亿韩元，同比增长68%；营业利润预计为57.2万亿韩元，比去年同期的6.69万亿韩元增长了超过八倍，远超市场此前预期的40.6万亿韩元。业绩爆发主要得益于人工智能基础设施建设引发的芯片供应紧张与价格飙升。据韩国媒体ETNews报道，三星电子已计划在第二季度将DRAM供货价格较第一季度上调约30%，且上月底已与主要客户完成价格谈判并签订供货合同，这一平均涨幅覆盖高带宽内存（HBM）以及用于服务器、PC和移动设备的通用DRAM，进一步印证了存储芯片市场的紧俏态势。值得关注的是，在存储芯片价格持续上涨的势头下，全球内存芯片的采购模式正发生历史性变革。此前，大型科技企业通常按季度与芯片制造商签订采购协议，极少涉及年度及以上的锁价合同，而如今，微软和谷歌正积极寻求与SK海力士签订多年期DRAM供应协议。事实上，美光科技上个月已披露首份五年期战略客户协议，开启了内存芯片长期供应合作模式。据韩国业界消息，目前SK海力士与微软就DDR5长期供应合同的最终条款已进入收尾阶段，这份为期三年的合同涉及金额达数十万亿韩元，核心内容包括设置价格下限，防范合同期内DRAM单价大幅下跌，同时要求买方预付合同总额的10%至30%作为定金。此外，SK海力士也在与谷歌就高带宽内存（HBM）和服务器通用DRAM的长期供应展开协商。这种新模式既反映出下游企业对存储芯片长期需求的坚定预期，也进一步巩固了当前存储芯片市场的紧平衡格局，为板块持续走强提供了坚实支撑。芯片涨价潮还要持续多久？自去年以来，半导体产业链的涨价浪潮正加速向上下游扩散。业内普遍预计，芯片短缺的局面短期内难以缓解。TrendForce数据显示，2026年第一季度DRAM合同价格环比上涨90%至95%，NAND闪存价格同步上涨55%-60%。美光科技首席执行官桑杰·梅赫罗特拉在财报电话会上表示，当前存储芯片行业处于供应短缺状态，且这种状况将持续至2026年以后，这为短期和中期的产品定价提供了坚实支撑。第三方机构的预测同样显示涨价势头仍未减弱。Digitimes数据预测，第二季度DRAM价格可能进一步上涨70%；IDC则认为，涨价与供不应求的行情或持续至2027年。涨价潮的持续蔓延，也推动存储行业龙头企业业绩大幅增长，从已披露的2025年业绩来看，多家龙头企业表现亮眼。佰维存储2025年实现营业收入113.02亿元，同比增长68.81%；归母净利润8.53亿元，同比大幅增长429.07%。同时公司3月24日披露，已与某存储原厂签订采购合同，计划向该供应商采购某款存储晶圆，合同总承诺采购金额达15亿美元，承诺采购期为24个月，彰显了对行业长期发展的坚定信心。此外，兆易创新2025年实现营业收入92.03亿元，同比增长25.12%；归属于上市公司股东的净利润16.48亿元，同比增长49.47%。中芯国际2025年全年实现销售收入93.27亿美元，同比增长16.2%；归母净利润为6.85亿美元，同比增长39%。爱建证券表示，持续看好人工智能产业浪潮下的科技行业发展，重点推荐存储芯片板块景气持续带动下的投资机会。看好国产存储芯片产业链将会迎来一轮历史性的发展机遇。具体产业链环节包括，存储芯片模组，存储芯片封测，存储芯片制造以及上游相关设备材料。其中设备与材料同时也是国产半导体产业发展的卡脖子环节，建议重点关注国产替代相关投资机会。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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":"4.42.0","shortVersion":"4.42.0","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/2625984023","isCrawlerRequest":true}