Group 1 - The A-share market for storage chip stocks has shown strong performance, with companies like Puran Co. hitting a 20% limit up, and others such as Hengshuo Co. and Jucheng Co. rising over 13% [1] - Notably, companies like Puran Co., Zhaoyi Innovation, Anji Technology, and others have reached historical highs [1] - According to a TrendForce research report, NAND flash memory chip contract prices are expected to increase by 33%-38% in March, while traditional DRAM contract prices are projected to rise by 55%-60%, indicating strong growth momentum in the memory chip market this year [1] Group 2 - The table lists various companies with their stock performance, including Puran Co. with a market cap of 29 billion and a year-to-date increase of 54.24% [2] - Hengshuo Co. has a market cap of 6.592 billion and a year-to-date increase of 44.06% [2] - Jucheng Co. has a market cap of 24.5 billion and a year-to-date increase of 23.43% [2]

Shipping Sector - The shipping sector experienced a strong rebound in the afternoon, with the oil transportation segment leading the gains. China Merchants Energy Shipping (招商轮船, 601872) hit the daily limit up, while other companies like COSCO Shipping Energy Transportation (中远海能), COSCO Shipping Specialized Carriers (中远海特), and China Merchants Jinling Shipping (招商南油) also saw significant increases [2]. Storage Chip Sector - The storage chip concept stocks surged, with Kexiang Co., Ltd. (科翔股份) reaching the daily limit up of 20%, while other companies such as Leike Defense (雷科防务) also hit the limit up. Hangyu Microelectronics (航宇微) and Beijing Junzheng (北京君正) rose over 10% [5][8].

12月1日，A股市场存储芯片板块走强，其中，科翔股份20CM涨停，航宇微涨超14%，北京君正涨超 13%，雷科防务10CM涨停，国科微涨超8%，华润微涨超7%，利尔达涨超6%，兆易创新涨超4%。 股票频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 | 代码 | | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300903 | 科翔股份 | 1 | 20.00 | 84.10亿 | 153.82 | | 300053 | 航宇微 | 1 | 14.81 | 122亿 | 33.23 | | 300223 | 北京君正 | 安 | 13.92 | 436 乙 | 32.83 | | 002413 | 雷科防务 | 1 | 10.05 | 111亿 | 93.35 | | 300672 | 国科微 | 1 | 8.23 | 211亿 | 45.89 | | 688396 | 华润微 | + | 7.47 | 662亿 | 5.94 | | 920249 | 利尔达 | | 6.75 | 60.67亿 | 62.23 | ...

融券方面，当日无融券交易。 融资融券余额3497.54万元，较昨日上涨0.67%。 证券之星消息，11月17日，利尔达（920249）融资买入145.04万元，融资偿还121.77万元，融资净买入 23.27万元，融资余额3497.54万元，近3个交易日已连续净买入累计231.2万元，近20个交易日中有14个 交易日出现融资净买入。 | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-11-17 | 23.27万 | 3497.54万 | 1.93% | | 2025-11-14 | 126.72万 | 3474.27万 | 1.90% | | 2025-11-13 | 81.20万 | 3347.54万 | 1.76% | | 2025-11-12 | 99.16万 | 3266.34万 | 1.75% | | 2025-11-11 | 63.22万 | 3167.18万 | 1.73% | | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- | --- | --- | | 2 ...

Core Insights - The A-share market saw a strong performance in the storage chip sector on October 21, with multiple companies experiencing significant stock price increases [1] Group 1: Stock Performance - Yachuang Electronics (雅创电子) rose by 13.05%, with a total market capitalization of 8.155 billion [2] - Shannon Semiconductor (香农芯创) increased by 11.22%, reaching a market cap of 49.6 billion [2] - Daway Co., Ltd. (大为股份) saw a 10.03% rise, with a market value of 5.183 billion [2] - Taiji Industry (太极实业) experienced a 10% increase, with a market cap of 1.86 billion [2] - Longke Technology (朗科科技) rose by 8.53%, with a market capitalization of 6.172 billion [2] - Jucheng Technology (聚辰股份) increased by 7.95%, with a market cap of 24.8 billion [2] - Tongyou Technology (同有科技) saw a 7.29% rise, with a market value of 1.09 billion [2] - Pulang Co., Ltd. (普朗股份) increased by 6.46%, with a market cap of 17.9 billion [2] - Baiwei Storage (佰维存储) rose by 6.08%, with a market capitalization of 51.5 billion [2] - Shanghai Xinyang (上海新阳) increased by 5.70%, with a market cap of 1.85 billion [2] - Lierda (利尔达) rose by 5.31%, with a market capitalization of 6.35 billion [2] - Chengbang Co., Ltd. (诚邦股份) increased by 5.23%, with a market cap of 361.2 million [2] - Deep Technology (深科技) rose by 5.10%, with a market capitalization of 44.9 billion [2] - Demingli (德明利) increased by 5.06%, with a market cap of 43.2 billion [2] Group 2: Year-to-Date Performance - Yachuang Electronics has a year-to-date increase of 73.31% [2] - Shannon Semiconductor has seen a remarkable year-to-date increase of 276.27% [2] - Daway Co., Ltd. has a year-to-date increase of 61.17% [2] - Taiji Industry has a year-to-date increase of 30.63% [2] - Longke Technology has a year-to-date increase of 33.33% [2] - Jucheng Technology has a year-to-date increase of 168.44% [2] - Tongyou Technology has a year-to-date increase of 44.80% [2] - Pulang Co., Ltd. has a year-to-date increase of 67.50% [2] - Baiwei Storage has a year-to-date increase of 78.12% [2] - Shanghai Xinyang has a year-to-date increase of 59.56% [2] - Lierda has a year-to-date increase of 69.79% [2] - Chengbang Co., Ltd. has a year-to-date increase of 190.85% [2] - Deep Technology has a year-to-date increase of 51.86% [2] - Demingli has a year-to-date increase of 206.11% [2]

Market Performance - On September 29, the communication equipment sector rose by 1.31%, with Sanwang Communication leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Individual Stock Performance - Notable performers included: - Sanwang Communication (688618) with a closing price of 26.97, up 7.11% on a trading volume of 33,500 shares [1] - Kunheng Shunwei (688283) closed at 33.49, up 6.69% with a volume of 29,500 shares [1] - Youfang Technology (651889) at 71.85, up 6.65% with a volume of 75,400 shares [1] - Other significant gainers included Shijia Technology (002796), ST Jinglun (600355), and Guangku Technology (300620) [1] Capital Flow Analysis - The communication equipment sector experienced a net outflow of 1.666 billion yuan from institutional investors and 153 million yuan from speculative funds, while retail investors saw a net inflow of 1.819 billion yuan [2] - Key stocks with significant capital flow included: - New Yisheng (300502) with a net inflow of 500 million yuan from institutional investors, but a net outflow of 322 million yuan from speculative funds [2] - Other stocks like Guangku Technology (300620) and Dekeli (688205) also showed mixed capital flows [2]

证券代码：832149 证券简称：利尔达 公告编号：2025-100 利尔达科技集团股份有限公司股票解除限售公告 利尔达科技集团股份有限公司（以下简称"公司"）2021 年员工持股计划第 一个锁定期已于 2025 年 9 月 15 日届满,第一个锁定期达成解锁条件。具体详见 公司在北京证券交易所官方信息披露平台(http://www.bse.cn/)上披露的《关于 2021 年员工持股计划第一个锁定期届满暨达成解锁条件的公告》（公告编号： 2025-099）。 | | | | 是否为控 | | | | 本次解 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序 | 股东姓名或名 | | 股股东、 | 董事、监 事、高级 | 本次解限 | 本次解除 | 除限售 股数占 | 尚未解除 | | | | | 实际控制 | | | 限售登记 | | 限售的股 | | 号 | 称 | | 人或其一 | 管理人员 | 售原因 | 股票数量 | 公司总 | 票数量 | | | | | | 任职情况 | | | 股本比 | | | | | | 致行动人 ...

证券代码：832149 证券简称：利尔达 公告编号：2025-099 利尔达科技集团股份有限公司 关于 2021 年员工持股计划第一个锁定期届满 暨达成解锁条件的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 利尔达科技集团股份有限公司(以下简称"公司")2021 年员工持股计划第 一个锁定期已于 2025 年 9 月 15 日届满,第一个锁定期达成解锁条件。根据《关 于上市公司实施员工持股计划试点的指导意见》《北京证券交易所上市公司持续 监管指引第 3 号——股权激励和员工持股计划》及公司《2021 年员工持股计划》 《2021 年员工持股计划管理办法》等相关规定，现将有关事项公告如下: 一、2021 年员工持股计划已履行的相关程序 （一）2021 年 4 月 26 日，公司召开第三届董事会第十五次会议审议通过了 《利尔达科技集团股份有限公司 2021 年第一次股票定向发行说明书》《利尔达 科技集团股份有限公司 2021 年员工持股计划（草案）》《利尔达科技集团股份 有限公司 2021 年员工持 ...

Group 1 - The core viewpoint of the report is that the company, Lierda Technology Group Co., Ltd., is under continuous supervision by Guosen Securities, which has not identified any major issues during the review period [1][2] - The company has a significant reliance on imported electronic components, making it vulnerable to fluctuations in the RMB exchange rate, which could impact profitability [2][3] - The company's major shareholders hold 60.12% of the shares, and any improper control by them could harm the interests of minority shareholders [3] Group 2 - The company's accounts receivable amounted to 765.11 million yuan, representing 37.47% of total assets, indicating potential risks if major clients face financial difficulties [2][4] - The company's inventory value was 586.21 million yuan, accounting for 28.71% of total assets, which could lead to significant impacts if market conditions lead to unsold inventory [4][5] - The company experienced a decline in performance and gross margin due to external factors such as inflation and geopolitical issues, but there was a recovery in the domestic chip market and growth in overseas business [5][6] Group 3 - For the fiscal year 2024, the company reported a net loss of 115.66 million yuan, primarily due to increased market competition and asset impairment losses [5] - In the first half of 2025, the company achieved a net profit of 6.45 million yuan, indicating a return to profitability, although the overall profit remains low [5][6] - There are no pledges or freezes on the shares held by major shareholders or executives as of June 30, 2025 [6]

证券代码：832149 证券简称：利尔达 公告编号：2025-096 利尔达科技集团股份有限公司 2025 年第五次临时股东会决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 9 月 4 日 2.会议召开地点：杭州市文一西路 1326 号利尔达物联网科技园 1 号楼 18 楼 会议室 3.会议召开方式：现场投票和网络投票相结合的方式 4.会议召集人：董事会 5.会议主持人：董事长叶文光 6.召开情况合法合规的说明： 本次股东会会议召开符合有关法律、行政法规、部门规章、规范性文件和公 司章程。 （二）会议出席情况 2.公司董事会秘书出席会议； 部分高级管理人员列席会议 二、议案审议情况 （一）审议通过《出售资产暨关联交易的议案》 1.议案表决结果： 同意股数 1,523,402 股，占本次股东会有表决权股份总数的 100%；反对股 数 0 股，占本次股东会有表决权股份总数的 0%；弃权股数 0 股，占本次股东会 有表决权股 ...