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中东局势不明朗,港股料持续整固
· 2025 年 6 月 24 日 国都港股操作导航 海外市场重要指数 收市 幅度 道琼斯工业指数 42581.78 0.89 标普 500 指数 6025.17 0.96 纳斯达克综合指数 19630.97 0.94 英国富时 100 指数 8758.04 -0.19 德国 DAX 指数 23269.01 -0.35 日经 225 指数 38354.09 -0.13 台湾加权指数 21732.02 -1.42 内地股市 上证指数 3381.58 0.65 深证成指 10048.39 0.43 香港股市 恒生指数 23689.13 0.67 国企指数 8597.36 0.82 红筹指数 4062.27 0.95 恒生科技指数 5187.01 1.05 AH 股溢价指数 130.28 -0.22 恒生期货 (06 月) 23721 0.27 恒生期货 (07 月) 23697 0.32 国都香港研究部 电话:852-34180288 网址:www.guodu.com.hk 每日投资策略 中东局势不明朗 港股料持续整固 中东局势急剧升温,亚洲股市普遍下跌,但美股隔晚续 涨,中港股市表现更硬朗,全日低开高走,收市升 ...
“A+H”持续升温!又一家千亿市值存储企业赴港上市
Sou Hu Cai Jing· 2025-06-24 00:20
对于存储行业而言,今年机遇和挑战并存,行业头部企业融资还是相对简单。存储并购潮和产能大战一触即发。 作为国内的存储巨头企业,澜起科技近日发布公告称,公司当天召开第三届董事会第八次会议、第三届监事会第八次会议,审议通过公 司发行H股股票并在香港联交所上市等相关议案。 在存储周期向上几乎公认后,存储企业需要不断拓展客户同时,提高品牌和研发能力。 澜起科技表示,为深化国际化战略布局,持续吸引并集聚优秀的研发与管理人才,增强境外融资能力,进一步提升公司核心竞争力,根 据公司发展战略及运营需要,澜起科技拟发行境外上市股份H股股票并在香港联交所上市。 相关负责人表示公司将充分考虑现有股东的利益和境内外资本市场的情况,在股东大会决议有效期内(即自公司股东大会通过之日起24 个月或同意延长的其他期限)选择适当的时机和发行窗口完成本次发行。 董事会同意,公司本次发行并上市所得的募集资金在扣除相关发行费用后,用于全互连芯片领域前沿技术的研发和创新、全球市场与业 务的拓展、战略投资与收购及其他事项。 对于公司目前计划和未来的市场定位。澜起科技表示,公司未来五至十年的战略目标是逐步成长为国际领先的全互连芯片设计公司,重 点聚焦于运力 ...
冲刺A+H!澜起科技宣布赴香港IPO,股价不涨反跌
Hua Xia Shi Bao· 2025-06-23 13:12
在"A+H"上市热潮下,6月21日,内存接口芯片龙头澜起科技(688008.SH)发布公告称,公司拟发行境 外上市股份(H股)并在香港联交所上市。同时,澜起科技还发布公告称,公司拟以自有资金回购金额 不低于2亿元,不超过4亿元的公司股份。 "港股作为全球性金融市场,可提供便捷的海外融资渠道,提升企业国际知名度,通过'A+H'模式企业 能够实现风险对冲。"苏商银行特约研究员武泽伟向《华夏时报》记者表示,港股市场结构优化、审核 效率提升增强了吸引力,尤其在人工智能、生物科技等新兴领域,成为企业拓展国际资本的重要平台。 不过,在二级市场,投资者却似乎并不买账。6月23日开盘,澜起科技股价低开低走,截至当日收盘, 澜起科技股价报78.01元/股,日内下跌4.36%,最新总市值为893.1亿元。 就本次赴港二次上市相关安排,《华夏时报》记者致函澜起科技,但截至发稿尚未收到回复。 股东频繁减持 澜起科技在公告中称,为深化国际化战略布局,持续吸引并集聚优秀的研发与管理人才,增强境外融资 能力,进一步提升公司核心竞争力,根据公司发展战略及运营需要,公司拟发行境外上市股份H股股票 并在香港联交所上市。 比增加,互连类芯片产品线 ...
澜起科技: 澜起科技关于2025年第一次回购A股股份方案首次回购股份暨回购股份进展的公告
Zheng Quan Zhi Xing· 2025-06-23 13:04
证券代码:688008 证券简称:澜起科技 公告编号:2025-033 澜起科技股份有限公司 关于 2025 年第一次回购 A 股股份方案 首次回购股份暨回购股份进展的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示: 回购方案首次披露日 2025/6/21 回购方案实施期限 2025 年 6 月 23 日~2025 年 9 月 19 日 预计回购金额 2亿元~4亿元 □减少注册资本 √用于员工持股计划或股权激励 回购用途 □用于转换公司可转债 □为维护公司价值及股东权益 累计已回购股数 45万股 累计已回购股数占总股本比例 0.04% 累计已回购金额 3,511.76万元 实际回购价格区间 77.79元/股~78.29元/股 一、 回购股份的基本情况 公司于 2025 年 6 月 20 日召开第三届董事会第八次会议,审议通过了《关于 用自有资金通过上海证券交易所交易系统以集中竞价交易方式回购公司已发行的 部分 A 股股票。公司回购股份将在未来适宜时机全部用于员工持股计划或股权激 励,回购价格不超过人民币 1 ...
“A+H”持续升温!又一家千亿市值存储企业赴港上市
是说芯语· 2025-06-23 12:46
Core Viewpoint - The storage industry is facing both opportunities and challenges this year, with leading companies like 澜起科技 (Lianqi Technology) poised for growth through international expansion and innovation in chip design [1][2]. Group 1: Company Strategy and Goals - 澜起科技 plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy and attract talent, aiming to strengthen its core competitiveness [2][3]. - The company’s strategic goal for the next five to ten years is to become a leading international full interconnect chip design company, focusing on high-performance interconnect solutions for cloud computing and AI infrastructure [2][3]. Group 2: Business Performance and Market Outlook - In Q1 2025, 澜起科技 reported sales revenue of 1.139 billion yuan for interconnect chip products, a year-on-year increase of 63.92% and a quarter-on-quarter increase of 17.19%, marking eight consecutive quarters of growth [3]. - The company anticipates strong demand for DDR5 memory interface chips and high-performance interconnect chips, with orders exceeding 1.29 billion yuan for Q2 2025 [3][4]. - In 2024, 澜起科技 achieved revenue of 3.639 billion yuan, a year-on-year growth of 59.2%, and a net profit of 1.412 billion yuan, up 213.1% [4]. Group 3: Market Trends and Projections - The global memory interface chip market is projected to grow from 1.009 billion USD in 2024 to 1.268 billion USD in 2025, with a CAGR of 28.5% from 2025 to 2031 [4]. - By 2028, the global storage interface chip market is expected to reach 19.475 billion yuan, driven by the increasing penetration of DDR5 technology [4]. Group 4: Competitive Position - 澜起科技 holds a 43.35% market share in the memory interface chip sector as of 2023, with significant clients including major DRAM manufacturers like Samsung, SK Hynix, and Micron [5]. - The company's successful listing and financing are expected to enhance its brand and technical barriers, facilitating further business expansion [5].
澜起科技(688008) - 澜起科技关于2025年第一次回购A股股份方案首次回购股份暨回购股份进展的公告
2025-06-23 12:02
证券代码:688008 证券简称:澜起科技 公告编号:2025-033 二、 首次回购股份的情况 澜起科技股份有限公司 关于 2025 年第一次回购 A 股股份方案 首次回购股份暨回购股份进展的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示: | 回购方案首次披露日 | 2025/6/21 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 月 23 9 | 6 | 日~2025 | 年 | 月 | 19 | 日 | | 预计回购金额 | 2亿元~4亿元 | | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | | | | □用于转换公司可转债 | | | | | | | | | □为维护公司价值及股东权益 | | | | | | | | 累计已回购股数 | 45万股 | | | | | | | | 累计已回购股数占总股本比例 | 0. ...
澜起科技(688008) - 澜起科技关于2025年回购A股股份事项前十名股东和前十名无限售条件股东持股情况的公告
2025-06-23 12:00
证券代码:688008 证券简称:澜起科技 公告编号:2025-032 澜起科技股份有限公司 关于 2025 年回购 A 股股份事项前十名股东和前十名 序号 股东名称 持股数量 (股) 持股比例(%) 1 香港中央结算有限公司 116,950,553 10.22 2 中国电子投资控股有限公司 57,894,297 5.06 3 招商银行股份有限公司-华夏上证科创板 50 成 份交易型开放式指数证券投资基金 53,521,398 4.68 4 珠海融英投资合伙企业(有限合伙) 49,357,438 4.31 5 中国工商银行股份有限公司-易方达上证科创 板 50 成份交易型开放式指数证券投资基金 47,733,282 4.17 6 WLT Partners, L.P. 45,012,524 3.93 一、公司前十名股东持股情况 | 7 | 中信证券股份有限公司-嘉实上证科创板芯片 | 26,549,568 | 2.32 | | --- | --- | --- | --- | | | 交易型开放式指数证券投资基金 | | | | 8 | 中国工商银行-上证 交易型开放式指数证券 50 | 22,624,121 | ...
存储行业点评:三大原厂停产推动DDR4价格持续上行,国内存储产业链有望受益
Investment Rating - The report rates the storage industry as "Overweight" indicating a positive outlook for the sector [3]. Core Insights - The global DRAM manufacturers are transitioning from DDR4 to advanced process products, with major companies like Samsung, SK Hynix, and Micron announcing plans to cease DDR4 production, marking the end of the DDR4 era and the beginning of a new technology iteration cycle led by DDR5 and HBM [3]. - The exit of major manufacturers has led to a significant increase in DDR4 spot prices, with DDR4 8Gb and 16Gb prices rising by 85.1% and 65.6% respectively in June [3]. - The rise of domestic memory manufacturers like Changxin Storage is intensifying competition for traditional giants, with Changxin's capacity projected to reach 23% of Samsung's and 40% of Micron's by 2024 [3]. - Domestic manufacturers are expected to benefit from the transition of orders and niche markets, with companies like Zhaoyi Innovation and others preparing to meet market demands with new DDR4 products [3]. - The value of storage module inventories may be reassessed due to the recent price increases, with significant inventory values reported for various storage module manufacturers [3]. Summary by Sections Industry Transition - Major DRAM manufacturers are ceasing DDR4 production, leading to a shift towards DDR5 and HBM technologies [3]. Price Dynamics - DDR4 spot prices have surged due to anticipated production cuts, with notable increases in June [3]. Competitive Landscape - Domestic manufacturers are gaining ground, posing a challenge to established players like Samsung and Micron [3]. Market Opportunities - Local firms are positioned to capture market share through new product offerings and innovations [3]. Inventory Valuation - The recent price hikes may lead to a reevaluation of inventory values among storage module manufacturers [3].
宣布赴港上市,900亿芯片巨头澜起科技加码海外
Group 1 - The core viewpoint of the news is that 澜起科技 has initiated the process for issuing H-shares and listing on the Hong Kong Stock Exchange, aiming to enhance its international strategy and financing capabilities [1] - The company plans to use the funds raised from the listing for research and innovation in interconnected chip technology, global market expansion, strategic investments, and acquisitions [2] - 澜起科技's business primarily focuses on memory interconnect, PCIe/CXL interconnect, and Ethernet/optical interconnect, with its self-developed DDR4 and DDR5 chips being industry leaders [2] Group 2 - The demand for memory interface chips is expected to grow significantly, with the Chinese market projected to reach a scale of 100 billion by 2025, reflecting a growth rate exceeding 20% [2] - 澜起科技's revenue and profit are expected to see substantial recovery in 2024, with projected revenue of 3.639 billion yuan, a year-on-year increase of 59.20%, and a net profit of 1.412 billion yuan, a year-on-year increase of 213.10% [3] - In Q1 2025, the company achieved revenue of 1.222 billion yuan, a year-on-year increase of 65.78%, and a net profit of 525 million yuan, a year-on-year increase of 135.14% [3]
半导体自主可控有望加速推进,科创芯片ETF(588200)盘中涨近1%,近5日“吸金”4.41亿元
Xin Lang Cai Jing· 2025-06-23 04:00
Core Viewpoint - The semiconductor sector in the STAR Market is experiencing positive momentum, with significant growth in the STAR Chip ETF and key stocks, driven by strong demand for AI computing power and supportive government policies [1][4][5]. Group 1: Market Performance - As of June 23, 2025, the STAR Chip Index rose by 0.76%, with notable increases in stocks such as ZTE Measurement (up 6.27%) and Zhongwei Company (up 4.60%) [1]. - The STAR Chip ETF (588200) increased by 0.82%, with a remarkable 45.58% cumulative growth over the past year as of June 20, 2025 [1][4]. Group 2: Liquidity and Trading Activity - The STAR Chip ETF recorded a turnover rate of 3.14% and a trading volume of 8.14 billion yuan [4]. - Over the past year, the ETF has maintained an average daily trading volume of 22.82 billion yuan, ranking first among comparable funds [4]. - The ETF's net inflow of funds reached 1.02 billion yuan recently, with a total of 4.41 billion yuan net inflow over the last five trading days [4]. Group 3: Fund Growth and Performance - The STAR Chip ETF's scale increased by 4.07 billion yuan in the past week, leading among comparable funds [4]. - The ETF's net asset value rose by 46.72% over the past year, ranking first among comparable funds and placing it in the top 2.69% of index equity funds [4]. - The highest monthly return since inception was 25.18%, with an average monthly return of 8.58% during rising months [4]. Group 4: Policy and Industry Outlook - The government is implementing a "1+6" policy framework to promote technological innovation, particularly in the semiconductor sector, to enhance long-term market confidence [5]. - The demand for AI computing power is expected to remain strong, with growth in cloud-side AI hardware infrastructure and innovations in edge AI applications [5]. - The top ten weighted stocks in the STAR Chip Index account for 57.93% of the index, with major players including SMIC and Haiguang Information [5][7].