佰維存儲(688525.SH):存儲器價格在今年一季度仍舊持續增長,二季度有望繼續上行
格隆匯5月7日丨佰維存儲(688525.SH)在公司2023年度及2024年第一季度業績會上表示,2024年伴隨終端需求復甦,上游減產升價策略延續,終端客户庫存不斷改善,逐漸走向供需平衡的復甦,存儲器價格在今年一季度仍舊持續增長,二季度有望繼續上行,下半年的行業走勢有待觀察。2024年一季度公司採取較為中性的備貨策略,按需採購,一季度末存貨金額與2023年末基本持平,預計二季度將繼續保持按需採購的備貨策略。
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