金吾财讯 | 中信证券表示，长江存储三期于9月5日注册成立，注册资本207.2亿元，大股东为长江存储。根据Trendforce数据，目前长江存储在全球NAND市场占有率约8.1%；根据《电子时报》报道，计划到2026年底增长到全球占比15%。考虑到未来国产存储持续扩产，叠加设备国产化率的快速提升，该机构预计对国产设备、零部件和材料需求有显著拉动，建议持续关注国产存储链相关公司。
金吾财讯 | 中信证券表示，长江存储三期于9月5日注册成立，注册资本207.2亿元，大股东为长江存储。根据Trendforce数据，目前长江存储在全球NAND市场占有率约8.1%；根据《电子时报》报道，计划到2026年底增长到全球占比15%。考虑到未来国产存储持续扩产，叠加设备国产化率的快速提升，该机构预计对国产设备、零部件和材料需求有显著拉动，建议持续关注国产存储链相关公司。
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