
一 | 8月26日消息,据博板堂披露,2026年7月大陆潜力品牌SSD整体出货量环比6月上涨约5%,各品牌出货业绩小幅反弹。 
Published by the National Security College at the Australian National University (ANU), the paper claimed recent damage to cables in the Baltic Sea and around China's Taiwan region suggests "state actors are now actively probing and testing cable infrastructure in peacetime as part of broader hybrid warfare strategies" to rapidly degrade connectivity at the outset of a conflict, The Australian reported.
The paper claimed 16 privately owned subsea cables that carry 99 percent of Australia's internet traffic are a "high priority target" for Australia's adversaries that could be severed in a conflict, threatening the nation's economy and social fabric, according to The Australian.
The report singled out China and Russia for blame, saying that there have been multiple apparent attacks on submarine cables in recent years in European waters as well as near China's Taiwan region, suspected to be linked to Russia and China, the Straits Times reported.
However, the report cites a 2025 voyage by Chinese research vessel Tan Suo Yi Hao along Australia's western and southern coastlines as evidence to back its claim that "potential adversaries are actively gathering information about Australia's cable infrastructure."
This report, relying on the routine scientific operations of a Chinese research vessel in 2025 to level allegations of offensive actions against China, and employing ambiguous terminology such as "suspected" and "potential," demonstrates Australia's evidentiary leap, Chen Hong, director of the Australian Studies Center of East China Normal University, told the Global Times on Monday.
This erroneous claim was refuted by the Chinese Foreign Ministry at the time. Chinese Foreign Ministry spokesperson Guo Jiakun said on March 31, 2025 that China carries out normal activities at sea in accordance with international law, including UNCLOS.
"We hope Australia will have a right understanding of this and stop the groundless suspicion and speculations," Guo added.
This is not the first time certain Australian politicians has leveled baseless accusations of China intending to sabotage its undersea cables. Back in May, Defense Minister Richard Marles claimed during the Shangri-La Dialogue that China ought to boost transparency around its maritime operations. He also asserted that a surge in damage to subsea cables had transformed the seabed into a "battlefield," per The Australian.
Chen said Australian side's scaremongering is tied to its predictive threat‑perception framework forged in recent years. This framework designates China and other countries as strategic competitors in advance, subsequently forces routine scientific activities into a confrontational framework, Chen said.
Apart from unfounded allegations against China, the paper claims Australia's defense military "must incorporate the defense of submarine cable infrastructure into its operational planning," according to The Australian.
It added the government should also consider up¬grading an auxiliary ship operated by the navy, ADV Guidance, to enable it to repair damaged cables.
The vast majority of submarine cable damages are caused by accidental factors such as fishing operations and vessel anchoring, rather than deliberate sabotage. For suspected cases of intentional damage, independent technical investigation bodies should be established, and the principle of "investigate first, characterize later" should be strictly applied, so as to prevent ordinary maritime accidents from escalating into diplomatic conflicts, Chen said.
The core problem of Australian side's submarine cable security lies entirely with itself. Instead of addressing its own infrastructure shortcomings and improving its domestic protection and maintenance systems, the Australian side has chosen to continually exaggerate external threats and stoke bloc confrontation, the expert added.
Chen said that by fabricating alleged Chinese threats, Australian side seeks to "rationalize" its military spending increases and underwater force expansion. The submarine digital infrastructure originally meant to serve global development has been labeled along us versus them lines, and this constitutes the biggest hidden danger, he added.
。品牌排名方面,前五名依次为金泰克、朗科、三星、联想、金邦。
金泰克凭借价格优势与渠道策略登顶榜首。

二 | 据TrendForce数据,在全球渠道SSD模组厂自有品牌市场中,金泰克以约9%的份额位列第四,与佰维(7%)构成中国本土SSD厂商的双龙头。 此次在潜力品牌出货排行中夺冠,进一步印证了其在国内渠道市场的竞争力。这种竞争力的具体体现,直接指向了价格策略的有效性。 7月份SSD价格行情整体偏稳,线下渠道维持稳定流速,线上促销力度有所下降。

三 | 头部品牌价格相对偏高,二三线品牌凭借价格优势获得更稳定的出货业绩。

四 | 在此背景下,金泰克、朗科等国产品牌在渠道端实现了对三星等国际品牌的反超。

五 | 从整体市场环境来看,AI算力爆发对消费级存储的产能挤压效应正在持续显现。

六 | 华强北市场数据显示,7月1TB固态硬盘价格已从去年同期的不足400元涨至950元以上。

七 | 在当前的市场格局下,由于头部品牌的价格策略受制于成本压力难以松动,二三线品牌的价格优势仍将是其出货增长的核心驱动力。 不过,目前的价格格局并非一成不变。进入第三季度,8月价格有一定微幅下降空间,但市场对9至10月行情预期更为乐观。

八 |
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Published on:14:06:08
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