成吉思汗
存储行业太能赚钱了！佰维存储半年报出炉：一年前亏2.26亿、现在狂赚71.66亿_我的网站
一 | (ECNS) -- The Global Smart Education Conference 2026 themed “Reimagining Education in the Age of AI: Equity, Quality and Sustainability” was held in Beijing from Tuesday through Thursday, gathering representatives from over 60 countries. Co-hosted by Beijing Normal University and the UNESCO Institute for Information Technologies in Education, the three day event focused on building inclusive, technology driven education systems. It featured forums covering all stages of education, from early childhood to lifelong learning. A key highlight was the launch of the Global Smart Schools Program. This initiative aims to foster international cooperation by sharing best practices and case studies from countries including China, the Netherlands, Singapore, Canada, and Kenya. The program outlines five pillars of smart schooling, centering on AI‑driven learning experiences, digital training for teachers, and strong home‑community collaboration. Vice Minister of Education Ren Youqun announced the nation's "AI Plus Education" action plan, which integrates digital resources across all levels of education. Tang Qian, UNESCO Assistant Director-General for Education, emphasized sustainable, fair, and human‑centered technology integration, as well as joint resource sharing. (By Intern Lin Qiaochu, Zhang Dongfang) 
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二 | 8月24日消息，佰维存储今日披露2026年半年度报告，上半年实现营业收入155.75亿元，同比增长298.10%；归属于上市公司股东的净利润71.66亿元，上年同期亏损2.26亿元，同比扭亏为盈。 拆分季度来看，Q2单季净利润42.67亿元，较Q1的28.99亿元环比增长47%。净利润从亏损到70亿级盈利，佰维存储仅用了一年时间。 佰维存储表示，业绩的高速增长主要受益于AI算力爆发与存储行业进入高景气周期，公司的产品和客户结构持续优化，同时公司在芯片设计、先进封测及测试设备等领域不断加大投入。 佰维存储的业绩爆发并非孤例。江波龙上半年归母净利润105.77亿元，同比增长超600倍；香农芯创预计上半年归母净利润35亿元至40亿元。 存储行业自2025年步入上行周期以来，价格持续修复带动产业链盈利改善。
三 | 佰维存储作为国内存储模组龙头，其半年报交出扭亏成绩单，为存储复苏确定性提供了最新佐证。 在产能规划上，该公司晶圆级先进封测制造项目计划在 2026年底实现月产能5000片，并计划于2027年底提升至10000片/月，如果客户导入顺利，预计将于2026年年底起正式贡献收入。 根据弗若斯特沙利文的资料，佰维存储是全球唯一一家具备晶圆级封测能力的独立存储解决方案提供商。
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Published on:07:07:07