2023Q2存储行业跟踪：全球市场营收止跌回升，盈利能力环比改善

1 ◆ ◆ ◆ ◆ ◆ ◆ 8ZmOtQcVrVsQpXmPoMoN8OaOaQtRmMnPtQiNpPyRfQtRnP9PmMwPxNmOpRvPtRrO ◆ ◆ H1营业收入（亿元）H1营收YoYH1归母净利润（亿元）H1归母净利润YoYH1毛利率H1毛利率同比变动（pct）兆易创新29.66 -37.97%3.36 -78.00%33.43%-16.01 北京君正22.21 -20.79%2.22 -56.53%36.45%-2.69 复旦微电17.96 5.52%4.49 -15.32%67.10%2.11 东芯股份2.40 -66.42%-0.75 -134.99%12.74%-33.41 普冉股份4.69 -17.71%-0.78 -175.68%20.57%-12.43 聚辰股份3.17 -28.25%0.64 -57.18%47.48%-14.29 澜起科技9.28 -51.87%0.82 -87.98%56.32%13.59 恒烁股份1.52 -43.08%-0.48 -204.09%15.78%-16.49 江波龙37.07 -24.41%-5.96 -260.94%0.83%-16.53 佰维存储11.48 -17.05%-2.96 -698.62%-4.85%-19.80 朗科科技7.05 -11.17%-0.20 -189.63%6.90%-1.82 德明利5.91 10.03%-0.79 -279.96%2.16%-18.38 Q2营收YoYQ2营收QoQQ2归母净利润YoYQ2归母净利润QoQQ2毛利率同比变动（pct）Q2毛利率环比变动（pct）兆易创新-36.32%21.11%-77.90%23.87%-19.94 -8.80 北京君正-17.16%7.76%-61.52%-6.26%-5.03 -1.21 复旦微电6.51%21.93%-12.30%38.64%1.20 0.60 东芯股份-68.64%-6.48%-138.97%-18.54%-34.27 -8.46 普冉股份-23.37%29.72%-180.98%-78.06%-13.39 -2.82 聚辰股份-27.93%21.16%-53.83%96.14%-16.72 -0.06 澜起科技-50.52%21.11%-83.42%215.08%16.50 5.54 恒烁股份-43.99%11.24%-240.95%-58.65%-14.18 -0.17 江波龙-13.53%50.22%-251.53%-12.45%-17.26 -0.74 佰维存储5.98%69.87%-602.36%-35.27%-22.80 -0.59 朗科科技-3.47%5.70%-294.67%-476.16%-5.80 -6.50 德明利-0.05%-4.44%-241.62%18.62%-21.67 -7.58 ⚫ ⚫ 营业收入营收YoY营业利润/亏损营业利润/亏损YoY毛利率毛利率同比变动美光37.52亿美元-57%-14.69亿美元由盈转亏-16.0%-63pct西部数据26.72亿美元-41%-4.78亿美元由盈转亏3.9%-28.4pctSK海力士7.31万亿韩元-47%-2.88万亿韩元由盈转亏-16.0%-62pct三星电子14.73万亿韩元-48%-4.36万亿韩元由盈转亏30.6%-9.5pct