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募资额、净利润超长鑫科技!长江存储IPO获受理 受益股曝光_我的网站

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A |       科创板史上最大规模IPO纪录再度刷新。    

The number of job openings fell to 8.8 million at the end of July, down from the prior month’s revised 9.1 million in a sign that the economy is downshifting, the Labor Department reported on Tuesday.
The drop brings the number about 2.5 million below the 11.4 million available jobs of a year ago.
Openings fell in professional and business services, down 198,000; health care and social assistance, off by 130,000; and state and local government, including education, where the combined losses totaled 129,000. There was a strong increase in information industry jobs, up by 101,000; and in transportation, warehousing and utilities, where openings increased by 75,000.
“Now it is taking a bit longer for jobseekers to find a job,” said Julia Pollak, chief economist for ZipRecruiter. “There’s meaningful slack in the job market, but it is still a historically tight job market. Overall, I still see the U.S. labor market as understaffed.”
The government will report the monthly jobs number for August on Friday with expectations for a gain of about 168,000 jobs.
“Investors should expect a softening labor report this Friday, further cementing the thesis that the Fed is getting close to finishing its tightening cycle,” said Jeffrey Roach, chief economist at LPL Financial.
Meanwhile, the Conference Board’s consumer confidence index for August found a pullback as Americans grew more concerned about rising prices of gasoline and groceries.
The present situation index – a reading of how consumers assess the current economy – fell to 144.8 from 153.0 in July. The expectations index, a forward-looking measure, declined to 80.2 from July’s bump to 88.
“Consumer confidence fell in August 2023, erasing back-to-back increases in June and July,” said Dana Peterson, chief economist at the business organization. “August’s disappointing headline number reflected dips in both the current conditions and expectations indexes. Write-in responses showed that consumers were once again preoccupied with rising prices in general, and for groceries and gasoline in particular.”
“The pullback in consumer confidence was evident across all age groups – and most notable among consumers with household incomes of $100,000 or more, as well as those earning less than $50,000,” Peterson added. “Confidence held relatively steady for consumers with incomes between $50,000 and $99,999.”
Consumers expected higher interest rates to come, while also lowering their assessment of the probability of a recession.
Also Tuesday, home prices rose 0.9% in June, according to the S&P CoreLogic Case-Shiller index. Prices were unchanged on a year-over-year basis.
"U.S. home prices continued to increase in June 2023," said Craig J. Lazzara, Managing Director at S&P DJI. "Our National Composite rose by 0.9% in June, and it now stands only -0.02% below its all time peak from exactly one year ago. Our 10- and 20-City Composites likewise each gained 0.9% in June 2023, and stand -0.5% and -1.2%, respectively, below their June 2022 peaks.”
"As we've noted previously, the recovery in home prices is broadly based,” Lazzara added. “Prices rose in all 20 cities in June, both before and after seasonal adjustment. Over the last 12 months, 10 cities show positive returns. Otherwise said, half the cities in our sample now sit at all-time high prices.
“Today’s market offers buyers the frustrating combination of low inventory and high home prices,” said Realtor.com economic data analyst Hannah Jones. “Many existing homeowners remain on the sidelines of the market, content to stay put as mortgage rates reach 20-year highs.”
“As a result, home shoppers are seeing fewer existing homes for sale and facing more competition for the homes available,” Jones added. “Builders have started to pick up construction activity to fill this gap, but remain cautious as affordability challenges continue to stifle buyer demand.”
。  8月21日,上海证券交易所官网显示,长江存储控股股份有限公司(下称“长江存储”)科创板首次公开发行股票申请已正式获受理,公司拟募资330亿元,由中信证券、中信建投联合保荐。这一募资规模创下科创板开板以来最高纪录,标志着继长鑫科技之后,国产存储“双雄”即将会师科创板。

B |   招股书披露的财务数据堪称惊艳。2026年第一季度,长江存储实现营业收入470.42亿元,归母净利润高达333.79亿元,单季净利润约为2025年全年的2.35倍,毛利率跳升至78.73%。

C | 这一盈利水平不仅在国内半导体行业中一骑绝尘,超过了长鑫科技的247.62亿元,也超越了多数A股上市公司的全年利润。  业绩爆发的背后,是一场穿越周期的豪赌。2023年全球存储行业处于周期低谷,长江存储当年营收187.44亿元,净亏损191.81亿元,NAND Flash产品毛利率仅为1%。但公司并未收缩产能,反而持续扩产,截至2026年3月末已建成中国大陆最大的3D NAND Flash晶圆生产基地。  低谷期埋下的产能,在行业回暖时转化为利润放大器。2024年行业回暖,长江存储营收升至452.03亿元,净利润67.71亿元,毛利率恢复至34%,由此扭亏为盈;2025年营收进一步增至631.85亿元,净利润142.11亿元,毛利率升至37%。2023年至2025年,公司营收复合增长率高达83.60%。  本轮存储周期的核心驱动力来自AI算力需求的爆发。市场研究机构TrendForce数据显示,2026年第一季度全球NAND Flash合约价环比上涨55%至60%,第二季度涨幅扩大至70%至75%。AI推理系统与超大规模数据中心的强劲需求,使得存储芯片供应持续偏紧。  长江存储援引TrendForce数据称,2026年一季度公司在全球NAND Flash厂商中按销售金额和出货量排名,均位列全球第三、中国第一。TrendForce同时预测,2030年全球企业级NAND Flash需求规模将超132.5万PB,2025年至2030年复合增长率达36.1%,成为半导体存储器市场增长最快的应用领域。

D |   豪华的股东阵容同样引人注目。招股书显示,公司目前不存在控股股东和实际控制人,第一大股东湖北长晟持股26.54%,国家集成电路产业投资基金一期、二期合计持股约23%。五大国有银行旗下投资机构,农银投资、建信投资、交银投资、中银资产、工融金投同步入股,各自持股比例均为0.613%,五家合计持有约3.065%的股权。

E |   A股市场上,相关参股上市公司已成为资金关注的焦点。养元饮品(603156.SH)通过旗下芜湖闻名泉泓投资持有长江存储约0.99%股份,8月以来,养元饮品股价累计涨幅达36.92%,盘中最高触及57.4元,创下上市以来新高。

F | 而养元饮品所在的食品饮料板块月内整体下跌3.57%。  此外,央视融媒体产业投资基金背后关联国脉文化、南方传媒等上市公司,厦门辰途华恒二号创业投资基金背后关联大众交通。产业链方面,北方华创、中微公司、拓荆科技等国产设备厂商在长江存储扩产招标中占据重要份额,至纯科技也已确认与长江存储建立业务合作。(文章来源:21世纪经济报道)。

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Published on:07:03:59