中信证券研报称长江存储三期于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

智通财经
Sep 10, 2025
中信证券研报称长江存储三期于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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