港股异动 | 存储概念股全线回落 存储大牛股绩后突遭减持 长江存储正进行“史诗级扩产”

智通财经
Apr 17

智通财经APP获悉,存储概念股全线回落,截至发稿,兆易创新(03986)跌7.31%,报428.8港元;澜起科技(06809)跌4.94%,报207.8港元。

消息面上,4月15日,佰维存储发布一季度业绩,实现营收68.14亿元,同比增长341.53%;归母净利润28.99亿元,同比扭亏为盈,环比增长252%。但发布业绩第二天佰维存储突遭减持,公司五名股东计划通过大宗交易与集中竞价方式合计减持不超过941.67万股,占公司总股本不超过2.00%。

此外,长江存储在今年一季度收入已超过200亿元。为了保证产能,长江存储在今年建成一座新厂的基础上,还将再建两座工厂。全部投产后,总产能将翻一番以上,单厂月产能有望达到10万片。业内人士称,“可以说是史诗级扩产”。目前工厂建筑已竣工。

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