随着2026年半年报披露收官,A股存储器产业链上市公司上半年盈利版图清晰呈现。在全球存储器行业“超级周期”背景下,产业链上下游上市公司整体净利润同比高增长。Wind数据显示,存储器板块40家A股上市公司,今年上半年归属于上市公司股东的净利润合计为1245.76亿元,相比去年同期的17.25亿元增长7121.80%。 不过,产业链不同环节上市公司的净利润同比增幅分化。晶圆制造、高端模组、集成电路...
Source Link随着2026年半年报披露收官,A股存储器产业链上市公司上半年盈利版图清晰呈现。在全球存储器行业“超级周期”背景下,产业链上下游上市公司整体净利润同比高增长。Wind数据显示,存储器板块40家A股上市公司,今年上半年归属于上市公司股东的净利润合计为1245.76亿元,相比去年同期的17.25亿元增长7121.80%。 不过,产业链不同环节上市公司的净利润同比增幅分化。晶圆制造、高端模组、集成电路...
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