长鑫过会，三星电子、海力士、美光股价新高，当前全球存储格局如何？_老虎社区_美港股上老虎

长鑫过会，三星电子、海力士、美光股价新高，当前全球存储格局如何？

21世纪经济报道05-28 09:34

5月27日，上交所上市委发布公告，长鑫科技科创板IPO过会。东吴证券指出，历时148天，长鑫加速冲刺科创板IPO迎关键性进展，这是科创板试点IPO预先审阅机制后的首单受理项目，此次过会后长鑫将步入注册程序，证监会注册同意后，公司将正式启动招股登陆A股市场。　　二级市场方面，5月26日A股存储芯片高开低走，资金借道相关ETF逆市布局半导体设备板块。数据显示，半导体设备ETF招商（561980）连续2...

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What is the current global storage pattern?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c1cf2a94736d85f171562fa7cf5451d0","symbols_score_info":{"MUD":0.6,"MU":1.83,"MUU":0.6,"SSNLF":1.85,"MULL":0.6},"content_text":"5月27日，上交所上市委发布公告，长鑫科技科创板IPO过会。东吴证券指出，历时148天，长鑫加速冲刺科创板IPO迎关键性进展，这是科创板试点IPO预先审阅机制后的首单受理项目，此次过会后长鑫将步入注册程序，证监会注册同意后，公司将正式启动招股登陆A股市场。　　二级市场方面，5月26日A股存储芯片高开低走，资金借道相关ETF逆市布局半导体设备板块。数据显示，半导体设备ETF招商（561980）连续2个交易日净流入4.3亿元，5个交易日内累计吸金超5亿元，最新规模43亿元；标的指数“长鑫存储”含量高达53%，权重股北方华创、拓荆科技、盛美上海等国产设备厂商深度融入长鑫科技的供应链体系。　　海外市场方面，近期SK海力士、三星电子、美光科技均刷股价新高。据CFM闪存市场数据，三星一季度DRAM销售收入达382.14亿美元，市场份额为40.5%，排名全球第一；SK海力士一季度DRAM销售收入达279.25亿美元，市场份额为29.6%，排名第二；美光一季度DRAM销售收入达187.68亿美元，市场份额19.9%，排名第三；长鑫存储一季度DRAM销售收入达73.09亿美元，市场份额提升至7.7%，排名全球第四。　　长城证券指出，长鑫科技现有合肥一期、合肥二期及北京三条12英寸生产线，本次IPO拟募资295亿元，其中75/130/90亿元分别投向量产线技术升级改造/DRAM技术升级/动态随机存取存储器研发，预计2026年现有三厂产能全部达产。该机构认为，存储行业缺货预计延续至2027年，存储合约价涨势同样将延续，产业链公司业绩有望持续高增。存储扩产+国产创新双轮驱动，设备材料将迎来高景气兑现期。　　展望后市，半导体设备ETF招商（561980）基金经理房俊一指出，近期半导体设备板块行情亮眼，场内获利盘兑现意愿升温，市场多空博弈加剧，或可避免被短期情绪主导决策，通过分批进场或长期持有的方式实现纪律化投资。从销售指标看，目前全球半导体销售额连续增长14个月，显示半导体周期仍处于向上通道，短期波动之后或仍存机遇。叠加“韬定律”为国产芯片开辟了新的性能提升路径，“两存”上市与扩产节奏趋于明确，国产半导体设备自主可控逻辑依然稳健。　　中证指数官网数据显示，半导体设备ETF招商（561980）跟踪中证半导，成份股80%仓位布局设备和材料，20%布局CPU/GPU和先进制造：北方华创+中微公司合计占比28%，寒武纪+海光信息合计占比15%，中芯国际占比5%，前十大集中度75%。　　数据显示，截至5月27日，该指数近一年涨幅158%、2020年以来涨幅428%，在科创芯片、半导体材料设备等同类指数中均位居第一，高弹性特征突出。（文章来源：21世纪经济报道）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}