【光大证券：存储跌价即将结束，二季度价格有望逐步回升】金十数据3月4日讯，根据闪徳资讯，随着NAND Flash厂商积极减产以维持供需秩序，NAND Flash下游有望于2025年第二季度进入补库存周期，NAND Flash合同价也有望于2025年第二季度开始上涨，涨价趋势至少可持续至2025年底，NAND Flash下半年有望转为供不应求。此外，自2024年第四季起，中国政府持续推出的以旧换新补贴政策有效地刺激智能手机销量，加速NAND Flash库存去化速度。智能手机品牌厂有机会在2025年第二季扩大低价库存，带动需求动能。
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