Recently, the first 2023 annual earnings forecast in China’s A-share memory sector was released by a leading memory chip company. The announcement indicated that the company expects its net profit attributable to shareholders for the full year of 2023 to decline by approximately 60% to 70% year-over-year, primarily due to the global semiconductor industry’s cyclical downturn, persistently low memory chip prices, and weak end-market demand. Despite these challenges, the company highlighted steady progress in developing advanced products such as High Bandwidth Memory (HBM) and DDR5, with some already undergoing customer validation—laying the groundwork for a potential earnings recovery in 2024.As a key bellwether for the memory supply chain, this preliminary report has drawn market attention to the broader sector’s outlook. Analysts note that 2023 was a year of deep adjustment for the memory industry, but rising demand from AI servers and data centers for high-performance memory, coupled with gradual inventory digestion, has led to stabilizing and even recovering memory chip prices since the second half of 2023. Many institutions now forecast a potential inflection point for the memory sector in 2024, with improving profitability for related companies.Investors should closely monitor upcoming earnings forecasts from other memory firms, as well as trends in global DRAM and NAND Flash pricing, capacity adjustments, and the realization of AI-driven demand, to assess the sector’s overall investment potential.
近日，A股存储板块迎来首份2023年年度业绩预告，由某头部存储芯片企业率先披露。公告显示，该公司预计2023年全年归属于上市公司股东的净利润同比下降约60%至70%，主要受全球半导体行业周期下行、存储芯片价格持续低迷以及终端市场需求疲软等多重因素影响。尽管如此，公司强调其在高带宽存储（HBM）、DDR5等先进产品领域的研发进展顺利，并已获得部分客户验证，为2024年业绩修复奠定基础。作为存储产业链的重要风向标，该份预告引发了市场对整个板块走势的关注。分析人士指出，2023年是存储行业的深度调整年，但随着AI服务器、数据中心等新兴应用对高性能存储需求的快速增长，叠加行业库存逐步出清，存储芯片价格自2023年下半年起已出现企稳回升迹象。多家机构预测，2024年存储行业有望迎来复苏拐点，相关企业盈利水平将逐步改善。投资者需关注后续更多存储企业年报预告的发布，以及全球DRAM与NAND Flash价格走势、产能调整节奏和AI驱动的新需求落地情况，以判断板块整体投资价值。
原创文章，作者：admin，如若转载，请注明出处：https://avine.cn/14712.html