小米调整3款REDMI机型售价,存储芯片概念异动拉升

南方财经网
Apr 03

  南方财经4月3日电,存储芯片概念异动拉升,圣泉集团炬光科技涨超9%,德龙激光江丰电子阿石创东方中科柏诚股份等跟涨。

  消息面上,小米4月3日发布公告,受全球存储芯片等关键零部件价格持续大幅飙升影响,经过审慎评估,公司将自2026年4月11日00:00起,调整部分在售产品的建议零售价。此次调整涉及3款机型:REDMI K90 Pro Max上调200元,Turbo 5、Turbo 5 Max取消新春特惠、512G大内存继续补贴200元。

  国联民生指出,NAND闪存处于涨价上行通道,长期需求具备坚实支撑。本轮存储行业涨价周期中,NAND闪存的涨价节奏与涨幅均与DRAM形成显著差异,当前仍处于具备充足上行空间的涨价通道。从历史周期看,NAND价格变动通常滞后于DRAM,约半年左右。本轮DRAM涨价主要开启于2025年第二季度,NAND涨价主要开启于2025年第四季度。其中DRAM价格累计涨幅较为显著,部分主流型号较前期低点上涨逾数倍甚至数十倍;NAND价格亦呈上涨态势,目前仍处于价格上行通道。投资建议:国内模组厂以NAND类产品为主,长期需求相对稳定,价格上行趋势有望延续。存储模组方面,建议关注:德明利佰维存储江波龙等。利基存储方面,建议关注:兆易创新普冉股份东芯股份等。

(文章来源:南方财经网)

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