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“I've been selling memory sticks for over ten years, and I've never seen this kind of market; it feels like speculating on the house back then. Memory cards that were worth 1,000 yuan in the first half of last year have now reached more than 5,000 yuan, and have continued to rise recently.” At Shenzhen Huaqiang Electronics World, a store owner told the Securities Times reporter. Since the second half of 2025, the memory market has entered a new cycle of “super bull market”. Prices of various memory sticks have generally increased by more than 2 times, and now prices have surpassed the historical high in 2018. However, with regard to the recent statement “one box of memory sticks for one suite in Shanghai,” many Huaqiangbei bosses said, “This statement is more of a gimmick; memory for consumers will not be that expensive.” According to reports, the 256G DDR5 server memory, which costs more than 40,000 yuan, is mainly purchased in bulk by enterprises, scientific research institutions, the government, etc. in the form of tenders, etc., and almost never circulates in the consumer market. Mainstream memory sticks for mobile phones, computers and other products are now gradually entering the “1,000 yuan price.” Faced with the rise in the price of memory cards like “riding a rocket”, what is the attitude of Huaqiangbei merchants? In fact, most merchants have a “mixed” attitude: although the increase in memory stick prices has brought higher profits per order, the decline in sales has become a real predicament.

智通財經·01/08/2026 23:25:05
語音播報
“I've been selling memory sticks for over ten years, and I've never seen this kind of market; it feels like speculating on the house back then. Memory cards that were worth 1,000 yuan in the first half of last year have now reached more than 5,000 yuan, and have continued to rise recently.” At Shenzhen Huaqiang Electronics World, a store owner told the Securities Times reporter. Since the second half of 2025, the memory market has entered a new cycle of “super bull market”. Prices of various memory sticks have generally increased by more than 2 times, and now prices have surpassed the historical high in 2018. However, with regard to the recent statement “one box of memory sticks for one suite in Shanghai,” many Huaqiangbei bosses said, “This statement is more of a gimmick; memory for consumers will not be that expensive.” According to reports, the 256G DDR5 server memory, which costs more than 40,000 yuan, is mainly purchased in bulk by enterprises, scientific research institutions, the government, etc. in the form of tenders, etc., and almost never circulates in the consumer market. Mainstream memory sticks for mobile phones, computers and other products are now gradually entering the “1,000 yuan price.” Faced with the rise in the price of memory cards like “riding a rocket”, what is the attitude of Huaqiangbei merchants? In fact, most merchants have a “mixed” attitude: although the increase in memory stick prices has brought higher profits per order, the decline in sales has become a real predicament.