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巨头最新公告，半年赚百亿元！产业链全面爆发→
The article reports that China's storage semiconductor industry saw explosive performance in the first half of the year, with multiple companies posting net profit growth of several times, AI demand driving storage from a cyclical product to a growth line, and accelerating localization of the industry chain. 央 央视财经
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原创 央视财经 2026-08-02 06:10 北京
目前，国内存储半导体行业正迎来历史性的业绩爆发期，从已公布上半年业绩预告的 A股半导体公司来看，超八成业绩预喜。从存储到封测到设备，半导体全产业链业绩全面井喷，标志着中国半导体产业正从“政策扶持期”迈入“业绩兑现期”。
存储半导体全产业链进入利润兑现期
记者在深圳一家半导体企业看到，存储芯片封装的关键材料——IC封装基板正在生产，而每一个存储芯片都要先封装在这样的基板上，才能变成可以使用的产品。据企业负责人介绍，今年上半年，他们所有的产线都满负荷运转。
数据显示，截至 7月31日，A股共有55家半导体上市公司披露上半年业绩预告，扭亏、预增、略增的公司合计46家，占已披露公司的83.64%。其中——
* 江波龙 预计上半年归母净利润 92亿元至110亿元，同比增长62204%至74394%；
* 香农芯创 预计上半年归母净利润 35亿元至40亿元，同比增长2118%至2434%；
* 佰维存储 预计上半年归母净利润 70亿元至75亿元，同比增长3200.15%至3421.59%。
从存储模组到芯片分销，从芯片设计到封装测试，存储半导体全产业链业绩全面爆发。
香农芯创科技股份有限公司总经理助理李昀臻表示，2026年受人工智能需求拉动的影响，互联网数据中心对于企业级存储的需求持续增长，产品毛利率得到提升。相比去年同期，他们的归母净利润增长20多倍，自研的存储品牌也得到了持续放量。
西南证券电子行业首席分析师胡杨认为，存储本身和半导体的周期已经来到加速上行的临界点。越来越多的国产半导体厂商参与各个不同环节的半导体制造过程。 存储芯片从“周期品”走向“成长主线”
过去，存储芯片被视为典型的“强周期品种”，价格涨跌跟随库存周期。如今，数据中心对存储的需求占比已从两年前的20%多跃升至60%多。AI算力需求的爆发，正在重塑存储芯片的需求结构，AI驱动的结构性增长正推动存储从“周期品”走向“成长主线”。
广东深圳和美精艺半导体科技股份有限公司董事长岳长来 的企业主要生产存储芯片封装材料——IC封装基板。他告诉记者，今年以来他们订单变化非常明显，以前客户是小批量滚动下单，现在市场需求旺盛，基本上都是大批量采购。现在，他们 公司在深圳和江门的生产线基本是满负荷生产，还是有客户抢产能的现象。
除了封装材料，设备端同样感受到了行业热度。东莞一家芯片贴装设备企业负责人告诉记者，今年上半年他们出货量相比去年同期翻了一倍，为了应对激增的订单，今年他们也将东莞的生产场地扩大了 50%。
深圳市存储器行业协会会长孙日欣认为，AI驱动下的存储需求，已经由过去的短周期，变成了基础性的设施建设。 中国半导体产业链正在系统性跃升
业内人士表示，中国存储产业已经进入新一轮扩产周期，本土存储芯片厂商未来几年将持续扩建产能。而随着核心设备国产化率持续攀升，中国存储产业链也将实现产业链系统性跃升。
广东东莞触点智能装备有限公司总经理杨扬表示，他们企业主要生产半导体封装设备。今年以来，他最明显的感受就是 国内存储企业对于国产化设备的采购意愿越来越强烈。截至目前，公司产品在国内销售占比已经达到 90%。
业内人士表示，虽然最高端的 EUV光刻机仍然依赖海外供应。但除了光刻之外，大部分工艺设备的本土厂商已经能够进入供应链。今年二季度，长鑫存储启动了新一轮设备招投标，全年设备采购预算50亿美元至60亿美元，并明确优先采购国产设备的核心原则。
美国投资研究机构伯恩斯坦最新报告显示，中国半导体设备国产化率从 2024年的16%提升至2025年的21%，预计2028年提升至43%。 猜你喜欢 ▌本文来源：央视财经（ID：cctvyscj） 你会关注 *
监制/董迎春
制片人/刘天竹
主编/孙杨利
记者/吴昊 郭佳欣
编辑/满禹廷 彭琳
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Key Quotes
> Jiangbolong expects first‑half net profit attributable to mother of 92 billion to 110 billion yuan, with year‑on‑year growth of 62,204% to 74,394%.
> Xiangfen Chip Creation expects first‑half net profit attributable to mother of 35 billion to 40 billion yuan, with year‑on‑year growth of 2,118% to 2,434%.
> Biwei Storage expects first‑half net profit attributable to mother of 70 billion to 75 billion yuan, with year‑on‑year growth of 3,200.15% to 3,421.59%.
> In 2026, driven by AI demand, the demand for enterprise‑level storage in internet data centers continues to grow, and product gross margins are improving.
> The cycles of storage and semiconductors themselves have reached a tipping point for accelerated upside, with an increasing number of domestic semiconductor manufacturers participating in various stages of the semiconductor manufacturing process.
> Since the beginning of this year, their order changes have been very noticeable: previously customers placed small‑batch rolling orders, but now market demand is strong and basically all purchases are large‑batch. Currently, their production lines in Shenzhen and Jiangmen are basically running at full load, and there is still a phenomenon of customers scrambling for capacity.
> In the first half of this year, their shipments doubled compared with the same period last year; to cope with the surge in orders, they have also expanded their Dongguan production site by 50%.
> Since the beginning of this year, his most obvious feeling is that domestic storage enterprises’ willingness to procure domestically produced equipment has become increasingly strong; as of now, the company’s products account for 90% of domestic sales.
> China’s semiconductor equipment localization rate rose from 16% in 2024 to 21% in 2025, and is expected to reach 43% by 2028.
Tags
Semiconductor
Storage Chip
AI Demand
Industry Chain Localization
Earnings Surge
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