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蓝思科技

23.380

+0.0200.09%

成交量：587.28万

成交额：1.37亿

市值：1,234.23亿

市盈率：28.26

高：23.700

开：23.520

低：22.940

收：23.360

52周最高：33.940

52周最低：18.224

股本：52.79亿

香港流通股本：3.02亿

量比：0.61

换手率：1.94%

股息：0.11

股息率：0.47%

每股收益(LYR):0.827

净资产收益率：8.01%

总资产收益率：3.03%

市净率：2.02

市盈率(LYR):28.26

市销率: 1.41

数据加载中...

总览公司新闻资讯公告

“真金白银”显诚意：代表委员热议如何增强投资者“获得感”

21世纪经济报道

汇丰环球投资管理(香港)有限公司减持蓝思科技(06613)77.06万股每股作价28.1038港元

每日卖空追踪 | 蓝思科技 03月05日卖空量成交22.72万股，卖空比例为1.82%

电子行业：苹果新品密集发布，增配布局AI未来

蓝思科技盘中异动股价大涨3.11%报23.900港元

每日卖空追踪 | 蓝思科技 03月04日卖空量成交53.52万股，卖空比例为4.63%

【行业深度】洞察2025：中国人形机器人行业竞争格局及市场份额（附竞争派系、市场集中度等）

前瞻产业研究院

蓝思科技（300433）回购1,527,100股股份，总额49,877,385元

蓝思科技（06613）更新2026年2月股份变动月报：注销逾558万A股

50万台销量待瓜分，工业机器人企业如何“卷”？

高工机器人

蓝思科技盘中异动下午盘急速跳水3.00%报24.580港元

港股异动丨手机产业链股持续走低内存价格创历史记录手机涨价潮来临或抑制需求

蓝思科技SSD固态硬盘实现批量出货

具身智能不需要“戏精”

蓝思科技跌3.47% 爱建证券在其年内高点喊买入

每日卖空追踪 | 蓝思科技 03月02日卖空量成交40.46万股，卖空比例为3.52%

蓝思科技（300433）回购981,800股股份，涉资33,208,160元

蓝思科技(06613)3月2日斥资人民币3320.82万元回购98.18万股A股

国家队“考卷”发完，谁在偷偷抢答？

港股异动 | 手机产业链集体下跌存储芯片供应短缺今年全球智能手机市场或下滑13%

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股价大涨3.11%报23.900港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2617177599","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617177599?lang=zh_cn&edition=fundamental","pubTime":"2026-03-05 09:34","pubTimestamp":1772674462,"startTime":"0","endTime":"0","summary":"2026年03月05日早盘09时34分，蓝思科技股票出现波动，股价急速上涨3.11%。截至发稿，该股报23.900港元/股，成交量108.86万股，换手率0.36%，振幅1.73%。资金方面，该股资金流入1520.2万港元，流出731.462万港元。蓝思科技股票所在的电子零件行业中，整体涨幅为0.52%。其相关个股中，中国技术集团、蓝思科技、航天控股涨幅较大，振幅较大的相关个股有高伟电子、广和通、瑞声科技，振幅分别为4.49%、2.34%、2.10%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305093422a6a439f8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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16:30","pubTimestamp":1772613037,"startTime":"0","endTime":"0","summary":"蓝思科技北京时间03月04日，跌3.34%，卖空量成交53.52万股，较上一交易日减少8.79%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260304163550a6a151c3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:00","pubTimestamp":1772607659,"startTime":"0","endTime":"0","summary":"企查猫显示，主要企业基本信息如下：人形机器人行业按产品或业务类别可分为三大核心竞争派系：机器人核心零件、机器人算法控制、机器人整机制造。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260304150606a6a0ef7d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:26","pubTimestamp":1772526391,"startTime":"0","endTime":"0","summary":"2026年3月3日，蓝思科技股份有限公司更新翌日披露报表，披露当日通过深圳证券交易所回购普通股1,527,100股。回购价格每股介于人民币32.47元至32.9元之间，涉及总金额49,877,385元，占本次回购前已发行股份总数的0.030734%。公告显示，本次变动后，蓝思科技股份有限公司已发行股份数目为4,967,227,163股，库藏股数增加至9,918,507股，发行股份总数维持4,977,145,670股。此外，回购授权及相关说明函件在本次披露中不适用。本次公告由该公司董事长周群飞签署。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,buyback,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06613"],"gpt_icon":0},{"id":"1107648043","title":"蓝思科技（06613）更新2026年2月股份变动月报：注销逾558万A股","url":"https://stock-news.laohu8.com/highlight/detail?id=1107648043","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1107648043?lang=zh_cn&edition=fundamental","pubTime":"2026-03-03 16:23","pubTimestamp":1772526208,"startTime":"0","endTime":"0","summary":"蓝思科技股份有限公司于2026年3月3日披露截至2026年2月28日的股份变动月报。报告显示，公司已发行H股代码为06613，A股代码为300433，本期在A股方面注销了部分库藏股份，H股无变动。公司H股注册及已发行数量在2月保持不变，分别为301,595,200股，且无库藏股。A股注册股本由上月末的4,982,732,391股减少至4,977,145,670股，减少部分为5,586,721股库藏股份。根据公告，本次注销行动发生于2026年2月11日，涉及注销5,586,721股A股库藏股份。截至2月底，公司总股本为5,278,740,870股。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06613"],"gpt_icon":0},{"id":"2616031508","title":"50万台销量待瓜分，工业机器人企业如何“卷”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2616031508","media":"高工机器人","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616031508?lang=zh_cn&edition=fundamental","pubTime":"2026-03-03 14:46","pubTimestamp":1772520366,"startTime":"0","endTime":"0","summary":"困倦中国工业机器人行业陷入了增长乏力的“困倦”期，发展脚步近乎停滞。高工机器人董事长张小飞博士指出，企业更应该深入思考：我们究竟在“卷”什么？在张小飞博士看来，国内机器人企业真正应该聚焦的“内卷”，是技术创新的比拼、自身价值的提升、客户价值的创造。适者生存是市场的铁律，对于机器人产业而言，“不具身无未来”已经成为行业共识。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303144913a4455757&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303144913a4455757&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["SG9999011746.SGD","06613","BK1183","00638","02050"],"gpt_icon":1},{"id":"2616432073","title":"蓝思科技盘中异动 下午盘急速跳水3.00%报24.580港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2616432073","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616432073?lang=zh_cn&edition=fundamental","pubTime":"2026-03-03 13:25","pubTimestamp":1772515543,"startTime":"0","endTime":"0","summary":"2026年03月03日下午盘13时25分，蓝思科技股票出现异动，股价快速下跌3.00%。截至发稿，该股报24.580港元/股，成交量486.894万股，换手率1.61%，振幅5.68%。资金方面，该股资金流入3985.89万港元，流出7200.52万港元。蓝思科技股票所在的电子零件行业中，整体跌幅为0.94%。其相关个股中，亚洲联网科技、信恳智能、瑞远智控涨幅较大，振幅较大的相关个股有亚洲联网科技、瑞声科技、高伟电子，振幅分别为12.20%、7.20%、6.98%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030313254397a7c712&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030313254397a7c712&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["06613","BK1170"],"gpt_icon":0},{"id":"2616495203","title":"港股异动丨手机产业链股持续走低 内存价格创历史记录 手机涨价潮来临或抑制需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2616495203","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616495203?lang=zh_cn&edition=fundamental","pubTime":"2026-03-03 11:35","pubTimestamp":1772508925,"startTime":"0","endTime":"0","summary":"格隆汇3月3日｜港股手机产业链股持续下跌，其中，瑞声科技跌超6%，富智康集团跌近4%，丘钛科技、比亚迪电子、高伟电子跌近3%，舜宇光学、蓝思科技跟跌。消息上，行业人士认为，如果内存价格维持高位，2026年手机市场可能出现一年内多次调价的情况。成本压力已全面传导至终端。机构预测，2026年中国市场新品手机均价将较2025年同档位上涨15%—25%。目前中国消费者的平均换机周期已拉长至33-38个月，涨价潮下这一趋势只会加剧。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303113620a69b8885&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303113620a69b8885&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["00285","BK1167","BK1508","01478","06613","02018","02038","BK1504"],"gpt_icon":0},{"id":"2616391070","title":"蓝思科技SSD固态硬盘实现批量出货","url":"https://stock-news.laohu8.com/highlight/detail?id=2616391070","media":"人民财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616391070?lang=zh_cn&edition=fundamental","pubTime":"2026-03-03 11:13","pubTimestamp":1772507627,"startTime":"0","endTime":"0","summary":"【蓝思科技SSD固态硬盘实现批量出货】3月3日，蓝思科技宣布为企业级NVMe SSD厂商得瑞领新（DERA）组装的SSD固态硬盘在湘潭园区实现批量出货。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603033659949134.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["SGXZ49509284.SGD","BK4086","BK0214","SSD","LU1815336091.USD","300433","06613","LU1934453819.USD","LU0757428866.USD","LU0053671581.USD","BK0072","BK0028","LU1979443071.USD","BK0076","SGXZ81163826.USD","BK0196","BK1170","LU0274383776.USD","BK0201","BK0064"],"gpt_icon":0},{"id":"2616336286","title":"具身智能不需要“戏精”","url":"https://stock-news.laohu8.com/highlight/detail?id=2616336286","media":"光子星球","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616336286?lang=zh_cn&edition=fundamental","pubTime":"2026-03-02 19:12","pubTimestamp":1772449955,"startTime":"0","endTime":"0","summary":"具身智能的“现在”，意味着产品跑通商业闭环，机器人走进产业线。资本整合游戏资本是具身智能幕后最大的推手，但要论能玩转资本游戏的公司，当属智元。去年6月，智元和高瓴成立了数亿规模的具身智能产业投资基金。前两家对应着灵巧手和数据平台，是具身智能赛道“卡脖子”的业务。通过成立合资公司，智元也提前锁定了具身智能在汽车、3C制造等核心赛道的标杆客户。最为致命的问题，具身智能在资本驱动下产生了无数的伪需求。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302192151a698d6a5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302192151a698d6a5&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["560770","300222","601519","06613","002031","300024","002689","09880","BK1183","BYDDY","BK1613","002594","01211"],"gpt_icon":0},{"id":"2616806263","title":"蓝思科技跌3.47% 爱建证券在其年内高点喊买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2616806263","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616806263?lang=zh_cn&edition=fundamental","pubTime":"2026-03-02 17:37","pubTimestamp":1772444245,"startTime":"0","endTime":"0","summary":"中国经济网北京3月2日讯 蓝思科技(300433.SZ)今日收报33.95元，跌幅3.47%。\r\n\r\n　　蓝思科技1月12日股价盘中最高达到43.44元，创年内高点。\r\n\r\n　　爱建证券有限责任公司研究员许亮1月12日发布研报《蓝思科技(300433)公司点评：CES2026蓝思科技发布前沿应用进展》称，维持蓝思科技“买入”评级和盈利预测。\r\n\r\n　　(责任编辑：徐自立)","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushijujiao/20260302/32038022.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK0072","BK0196","161027","BK0201","300433","06613","SGXZ81163826.USD","BK1170","BK0214","LU1934453819.USD","BK0076","SGXZ49509284.SGD","BK0064","LU1979443071.USD","BK0028"],"gpt_icon":0},{"id":"2616990183","title":"每日卖空追踪 | 蓝思科技 03月02日卖空量成交40.46万股，卖空比例为3.52%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616990183","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616990183?lang=zh_cn&edition=fundamental","pubTime":"2026-03-02 16:30","pubTimestamp":1772440240,"startTime":"0","endTime":"0","summary":"蓝思科技北京时间03月02日，跌7.79%，卖空量成交40.46万股，较上一交易日减少6.86%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302163624a730c9cd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302163624a730c9cd&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["06613","BK1170"],"gpt_icon":0},{"id":"1125702621","title":"蓝思科技（300433）回购981,800股股份，涉资33,208,160元","url":"https://stock-news.laohu8.com/highlight/detail?id=1125702621","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1125702621?lang=zh_cn&edition=fundamental","pubTime":"2026-03-02 16:25","pubTimestamp":1772439927,"startTime":"0","endTime":"0","summary":"蓝思科技股份有限公司（300433）于2026年3月2日发布翌日披露报表。公告显示，该公司当日回购股份，共回购981,800股A股，每股价格介于人民币33.63元至34.10元，总交易金额为人民币33,208,160元。\n本次回购数量约占回购前公司已发行股份（不含库存股份）总数的0.019756%。回购完成后，公司已发行股份数为4,968,754,263股，库存股数为8,391,407股。公司指出，此次行动在董事会批准的5亿元至10亿元人民币回购额度范围内进行，将根据市场情况适时继续回购股份，以维护股价稳定。\n公司同时确认，本次交易遵守相关上市规则及当地法律法规。公告由董事长周群飞签署。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06613"],"gpt_icon":0},{"id":"2616381806","title":"蓝思科技(06613)3月2日斥资人民币3320.82万元回购98.18万股A股","url":"https://stock-news.laohu8.com/highlight/detail?id=2616381806","media":"智通财经","labels":["shareholding","buyback"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616381806?lang=zh_cn&edition=fundamental","pubTime":"2026-03-02 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12:02","pubTimestamp":1772424175,"startTime":"0","endTime":"0","summary":"标准发布的48小时内，资金用脚投票的轨迹已经清晰可见。代工厂的“升维战”荣耀在MWC上亮出首款人形机器人时，资本市场最先反应的却是另一组股票。但拉长视线看，这场“规范化考试”其实是最好的筛子——那些还在靠PPT讲故事的公司会被挡在门外，而手握供应链、卡位核心部件的玩家，正在悄悄抢答下一道大题。毕竟，2026年国内头部本体出货量要从数千台跨越到数万台，谁能拿到量产“准考证”，财报上见分晓。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302122837a4406dee&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:33","pubTimestamp":1772418803,"startTime":"0","endTime":"0","summary":"消息面上，行业研究机构IDC在最新报告中警告，2026年全球智能手机市场将因为内存短缺迎来一场“前所未有的危机”。IDC将2026年智能手机出货量预期大幅下调至约11亿，远低于去年12.6亿台的数据。这意味着智能手机市场可能会在今年迎来创纪录的同比13%下滑。据科创板日报报道，当前智能手机存储芯片采购成本较去年同期已上涨超过80%，且仍未见放缓迹象。这将是近五年来手机行业规模最大、涨幅最为显著的一轮集体调价。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1408815.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01415","HK0000306701.USD","HK0000320264.USD","BK4585","HK0000306685.HKD","BK1179","01478","06613","BK1096","HK0000320223.HKD","VXUS","BK1504","VT","BK4588","BK1170"],"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":200,"code":"91000000","status":"200"}]}}