长鑫科技上市首日市值登顶A股，盘中市值约等于2个茅台

第一财经07-27 10:23

去年以来，长鑫科技市场份额增长较快，但相比三大海外DRAM原厂还有不小差距。　　7月27日，长鑫科技（688825.SH）登陆科创板，开盘涨超455%，市值3.2万亿元。市值在A股排名第一，超过宁德时代（300750.SZ）市值1.84万亿元、贵州茅台（600519.SH）市值1.61万亿元，市值约等于2个贵州茅台。　　长鑫科技是国内主要的DRAM（动态随机存取存储器）厂商，也是全球第四大...

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Maotai","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159982":1.5,"399300":1.5,"600519":1.5,"688825":1.5,"IPOS":1.5},"content_text":"去年以来，长鑫科技市场份额增长较快，但相比三大海外DRAM原厂还有不小差距。\n　　7月27日，长鑫科技（688825.SH）登陆科创板，开盘涨超455%，市值3.2万亿元。市值在A股排名第一，超过宁德时代（300750.SZ）市值1.84万亿元、贵州茅台（600519.SH）市值1.61万亿元，市值约等于2个贵州茅台。\n\n　　长鑫科技是国内主要的DRAM（动态随机存取存储器）厂商，也是全球第四大DRAM原厂。去年以来，其市场份额增长较快，但相比三大海外DRAM原厂还有不小差距。\n　　据市场研究机构Counterpoint数据，长鑫科技在全球DRAM市场中的份额从去年第一季度的3%提升至今年第一季度的8%。今年第一季度，三星、SK海力士、美光的份额分别为38%、29%、22%。\n　　7月24日美股收盘，美光科技（MU.O）市值1万亿美元（约合6.8万亿元人民币）。7月27日盘中，韩股SK海力士（000660.KS）市值1226万亿韩元（约合0.84万亿美元/5.66万亿元人民币），三星电子（005930.KS）市值1441万亿韩元（约合0.98万亿美元/6.66万亿元人民币）。长鑫科技市值相比三大海外原厂也有不小差距。\n　　业绩方面，长鑫科技去年已扭亏为盈。长鑫科技去年营收617.99亿元，同比增长155.6%，归母净利润18.7亿元。今年第一季度，长鑫营收508亿元，同比增长719.13%，归母净利润247.62亿元。该公司还预计今年上半年公司营收1100亿元~1200亿元，同比增长超6倍，归母净利润500亿元至570亿元。\n　　长鑫科技处在产能扩张的阶段。该公司本次发行预计募集资金579.19亿元人民币（超额配售选择权行使前），募集资金将投入存储器晶圆制造量产线技术升级改造、DRAM存储器技术升级项目等。\n　　与此同时，其他海外原厂也在积极扩张，并达成新供应合作。6月底，韩国政府联手三星、SK集团公布了总计4755万亿韩元的企业国内投资计划，围绕半导体、物理AI、AI数据中心三类核心超级项目。韩国西南部计划投资800万亿韩元（约5180亿美元）建设四座半导体制造厂，三星电子和SK海力士计划各建两座。\n　　7月，SK海力士通过美国存托凭证（ADR）在纳斯达克上市，募资约265亿美元。募资将用于扩大生产能力，包括建设龙仁半导体集群一期晶圆厂、清州先进封装工厂等。\n　　北京时间7月25日，英伟达与SK集团达成价值5000亿美元的合作，内容涵盖AI工厂建设和下一代存储器供应。SK集团此次与美国公司的合作金额高达7500亿美元。三星电子则与博通达成价值2000亿美元的内存供应和代工合作。\n　　全球前四大DRAM厂商齐聚二级市场后，AI需求所驱动的本轮存储周期上行将持续至何时，成为投资者关心的下一个问题。业内近期纷纷预测存储供应紧张状况将持续至明年，并于2028年起逐渐改善，但并未对存储结束供应紧张状况的时间点作出精准判断，业内预期AI需求未来可能持续扩大存储需求量。\n　　对于周期波动的行业特点，长鑫科技在招股书中也提醒，未来人工智能发展对DRAM市场需求的影响存在不确定性，如果未来出现人工智能下游需求不及预期、市场供需关系发生较大变化等，可能导致DRAM行业再次进入下行周期，可能导致公司产品价格出现大幅下跌，业绩出现大幅下滑乃至亏损。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","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 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