{"data":{"article_id": "","user_id": "","source_id": "","title":"海力士企业级存储大陆最大经销商，自研产品受益国产替代","subtitle": "","image": "","cover": "","content":"\u003Cspan style=\"color: rgb(52, 73, 94); font-family: Lato, sans-serif; font-size: 15px;\"\u003E【中泰电子|香农芯创】海力士企业级存储大陆最大经销商，自研产品受益国产替代！\u003C\u002Fspan\u003E\u003Cp style=\"box-sizing: inherit; margin: 0px 0px 10px; line-height: 1.8; overflow-wrap: break-word; color: rgb(52, 73, 94); font-family: Lato, sans-serif; font-size: 15px;\"\u003E\u003C\u002Fp\u003E\u003Cp style=\"box-sizing: inherit; margin: 0px 0px 10px; line-height: 1.8; overflow-wrap: break-word; color: rgb(52, 73, 94); font-family: Lato, sans-serif; font-size: 15px;\"\u003E海力士在全球DRAM\u002FNAND份额31%\u002F14%，位居全球第二，海力士产品在大陆市场全部走经销体系，香农是对接云客户的最大经销商。\u003C\u002Fp\u003E\u003Cp style=\"box-sizing: inherit; margin: 0px 0px 10px; line-height: 1.8; overflow-wrap: break-word; color: rgb(52, 73, 94); font-family: Lato, sans-serif; font-size: 15px;\"\u003EDeepseek一举扭转大陆AI追赶角色，大陆云厂自此开启大模型军备竞赛。\u003C\u002Fp\u003E\u003Cp style=\"box-sizing: inherit; margin: 0px 0px 10px; line-height: 1.8; overflow-wrap: break-word; color: rgb(52, 73, 94); font-family: Lato, sans-serif; font-size: 15px;\"\u003E2025年阿里、字节、腾讯、百度的资本开支有望超4000亿元，同比2024年2倍以上增长，有望带来企业级存储需求数倍增长，香农显著受益。\u003C\u002Fp\u003E\u003Cp style=\"box-sizing: inherit; margin: 0px 0px 10px; line-height: 1.8; overflow-wrap: break-word; color: rgb(52, 73, 94); font-family: Lato, sans-serif; font-size: 15px;\"\u003E香农持股无锡海普存储41%股份、深圳海普24.6%股份，并表，海力士保障优质晶圆供给，间接持股无锡海普存储3.7%股份、深圳海普2.2%股份，大普微提供高品质主控芯片支持，持股无锡海普存储2%股份、深圳海普41.2%股份，企业级内存条、固态硬盘齐发展，有望显著收益大陆国产化浪潮。\u003C\u002Fp\u003E\u003Cp style=\"box-sizing: inherit; margin: 0px 0px 10px; line-height: 1.8; overflow-wrap: break-word; color: rgb(52, 73, 94); font-family: Lato, sans-serif; font-size: 15px;\"\u003E风险提示：需求不及预期等。\u003C\u002Fp\u003E\u003Cp style=\"box-sizing: inherit; margin: 0px 0px 10px; line-height: 1.8; overflow-wrap: break-word; color: rgb(52, 73, 94); font-family: Lato, sans-serif; font-size: 15px;\"\u003E派点请支持中泰电子：王芳\u002F杨旭\u002F康丽侠\u003C\u002Fp\u003E","url": "","type": "","read_limit": "","reward_amount": "","reward_count": "","reward_integral":.1,"reward_integral_count": "","comment_count": "","collect_count": "","like_count": "","step_count": "","forward_count": "","integral": "","hot_0_12": "","hot_12_24": "","hot_12_18": "","hot_18_24": "","is_top": "","is_hot_top": "","is_user_top": "","read_integral": "","read_limit_time": "","fans_limit": "","copy_limit": "","old_type": "","hide_flag": "","hide": "","is_weak": "","create_time":"2025-04-25 10:53:00","update_time": "","mark_status": "","last_mark_time": "","is_provide_openapi": "","is_make_word_cloud": "","sync_time":"2025-04-25 10:54:00","is_flatter": "","feature_img": "","interest_disclosure": "","new_interaction_time":"2025-04-25 10:54:42","sensitive_words": "","warn_words":"国产,存储,替代,国产替代,芯片,国产,存储,替代,国产替代","area":"江苏","user_read_limit": "","read_pay_limit": "","user":{"user_id": "","nickname":"最新小作文精选❤️❤️❤️","avatar":"https:\u002F\u002Fjiucaigongshe.oss-cn-beijing.aliyuncs.com\u002F1710759574209.jpg","medal_count": "","style_str":"只买龙头的机构","follow_status": "","follow_type": ""},"stock_list":[{"stock_id":"12a0780b76f543cea147965a1907518b","name":"香农芯创","code":"sz300475"}]}}