证券代码：688233 证券简称：神工股份 公告编号：2025-039 锦州神工半导体股份有限公司 股票交易异常波动公告 本公司董事会、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、准确性和完整性依法承担法律责任。 重要内容提示： 锦州神工半导体股份有限公司（以下简称"神工股份"或"公司"）股票 交易连续三个交易日内（2025 年 11 月 7 日、11 月 10 日和 11 月 11 日）收盘价 格涨幅偏离值累计达到 30%，根据《上海证券交易所交易规则》《上海证券交易 所科创板股票异常交易实时监控细则》的有关规定，属于股票交易异常波动。 经公司自查，公司目前日常经营情况正常，未发生重大变化。截至本公 告日，公司不存在应披露而未披露的重大事项。 截至 2025 年 11 月 11 日，公司收盘价为 73.43 元/股，公司最新滚动市 盈率为 122.84 倍，公司所处的计算机、通信和其他电子设备制造业最近一个月 平均滚动市盈率为 52.31 倍，公司市盈率显著高于同行业市盈率水平。公司特别 提醒广大投资者，公司股价可能存在回调的风险，请广大投资者注意投资风险， 理性 ...

每经AI快讯，11月11日，神工股份(688233.SH)发布异动公告，公司关注到部分证券公司近期发布的研 究报告中涉及公司的业绩预测，现将风险提示如下：部分研究报告对公司的业绩预测仅代表分析师个人 观点，为其单方面预测，不代表公司观点。 ...

格隆汇11月11日丨神工股份(688233.SH)公布股票交易异常波动公告，公司关注到部分证券公司近期发 布的研究报告中涉及公司的业绩预测，现将风险提示如下:部分研究报告对公司的业绩预测仅代表分析 师个人观点，为其单方面预测，不代表公司观点。 ...

Core Viewpoint - The article discusses the recent performance of the A-share market, highlighting the strength of the storage chip and photovoltaic sectors, while also noting the overall market decline on November 11, 2023 [3][5][11]. Group 1: Market Performance - On November 11, 2023, the A-share market saw a collective decline, with the Shanghai Composite Index closing at 4003.17 points, down 0.38%, and the Shenzhen Component and ChiNext Index falling by 0.52% and 0.74% respectively [3]. - The total trading volume in the Shanghai and Shenzhen markets reached 12,680 billion yuan during the morning session [3]. Group 2: Storage Chip Sector - The storage chip sector showed significant strength, with ShenGong Co., Ltd. (688233) hitting the "20cm" daily limit up for two consecutive days [5][6]. - Major price increases in NAND flash memory contracts are expected, with a reported increase of up to 50% by SanDisk in November, prompting some module manufacturers to pause shipments and reassess pricing [9]. - The DRAM index is projected to rise by 33.98% and the NAND index by 29.69% year-on-year by October 2025, driven by increased demand from data centers and AI applications [9]. - Analysts from Donghai Securities and招商证券 indicate that the storage industry is entering an accelerated upward cycle, primarily due to surging demand from the AI era and limited supply-side capacity [9][10]. Group 3: Photovoltaic Sector - The photovoltaic sector also experienced notable gains, with Zhonglai Co., Ltd. hitting the daily limit up of 20% [12]. - The National Development and Reform Commission and the National Energy Administration have emphasized the need for advanced energy storage solutions to meet the growing demand for renewable energy, aiming for an annual addition of over 200 million kilowatts by 2030 [12]. - The lithium battery shipment volume for energy storage in China reached 165 GWh in Q3, marking a year-on-year increase of 65%, with expectations for significant growth in 2025 [14].

Core Viewpoint - The article discusses the recent structural opportunities in the market driven by AI, highlighting significant movements in various sectors, particularly in the cultivated diamond and photovoltaic industries [3][9]. Group 1: AI-Driven Market Opportunities - The AI power infrastructure chain, including solid-state transformers, gas turbines, and solid oxide fuel cells, has seen substantial gains recently [3]. - The cultivated diamond sector has experienced a surge, with leading stocks like Sifangda and World achieving significant price increases, with Sifangda hitting a 20% limit up [6][9]. - The storage chip sector remains active, with companies like Shenkong and Jiangbolong reaching historical highs [3]. Group 2: Cultivated Diamond Sector Insights - Cultivated diamonds, which are synthetic diamonds of gem quality, are increasingly being integrated into various consumer and industrial applications, including fashion items and high-tech fields [9]. - The demand for cultivated diamonds is driven by advancements in semiconductor technology, particularly in the context of fourth-generation semiconductor materials and diamond cooling solutions [9][10]. - The diamond cooling technology is expected to enhance the performance of electronic devices significantly, with potential cost savings in data centers [10]. Group 3: Photovoltaic Sector Developments - The photovoltaic sector has shown strong performance, with companies like Zhonglai and Xiexin experiencing notable stock price increases [13][15]. - Recent advancements include a new perovskite solar cell prototype achieving a conversion efficiency of 27.2%, which could support the commercialization of this technology [15]. - The National Development and Reform Commission has outlined new guidelines to promote renewable energy consumption, aiming for a more efficient integration of renewable resources by 2035 [15].

Market Overview - The A-share market experienced a collective decline, with the Shanghai Composite Index closing at 4003.17 points, down 0.38%, while the Shenzhen Component and ChiNext Index fell by 0.52% and 0.74%, respectively [2] - The total trading volume in the Shanghai and Shenzhen markets reached 12,680 billion yuan [2] Storage Chip Sector - The storage chip concept saw a strong performance, with ShenGong Co., Ltd. (688233) hitting the "20cm" limit up for two consecutive days [6][7] - Other notable performers included Sanfu Co. with two consecutive limit ups and Jiangbolong rising over 10% to reach a new high [7] - The NAND flash market is experiencing significant price increases, with SanDisk announcing a 50% hike in NAND flash contract prices, prompting some module manufacturers to pause shipments and reassess pricing [8] Price Trends and Forecasts - According to TrendForce, the DRAM index rose by 33.98% and the NAND index by 29.69% in October 2025, driven by increased demand from data center expansions [9] - The forecast for DRAM prices in Q4 2025 has been revised upward from an 8%-13% increase to an 18%-23% increase [9] - The storage industry is entering an accelerated upward cycle, primarily driven by AI demand, with limited supply-side capacity leading to a persistent supply-demand gap [9] Photovoltaic and Energy Storage Sector - The photovoltaic and energy storage sectors showed strong gains, with Zhonglai Co. hitting the "20cm" limit up [10] - The National Development and Reform Commission and the National Energy Administration emphasized the need for advanced and efficient new energy storage technologies to meet the growing demand for renewable energy [11] - The third quarter saw a significant increase in China's energy storage lithium battery shipments, reaching 165 GWh, a year-on-year increase of 65% [13] - The current energy storage industry is characterized by strong demand and supply constraints, with leading battery manufacturers operating at full capacity and battery prices continuing to rise [13]

Group 1: AI-Related Market Opportunities - The market has recently seen structural opportunities around AI, particularly in the AI power infrastructure supply chain, with significant gains in sectors like solid-state transformers, gas turbines, and solid oxide fuel cells [1] - The storage chip sector remains active, with companies like ShenGong Co. and JiangBoLong reaching historical highs [1] - The overall market indices, including the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index, experienced declines of 0.38%, 0.52%, and 0.74% respectively [1] Group 2: Cultivated Diamond Sector Surge - The cultivated diamond sector saw a significant rise, with leading stocks such as Sifangda and World achieving substantial gains, including a 20% limit up for Sifangda [2][4] - The demand for cultivated diamonds is driven by both consumer and industrial markets, with applications expanding into fashion items and high-tech fields like semiconductors and quantum computing [5] - The recent surge in the cultivated diamond sector is attributed to industrial market demands, particularly in fourth-generation semiconductor materials and diamond cooling technologies [5][6] Group 3: Diamond Cooling Technology - Diamond cooling technology has the potential to enhance the performance of electronic products, with capabilities to triple GPU and CPU computing power while reducing temperatures by 60% and energy consumption by 40% [6] - The diamond cooling industry is rapidly advancing, with China producing 90% of the global synthetic diamond output, positioning domestic companies favorably in this technology [6] - The introduction of diamond micro-drills, which are essential for processing materials like silicon and PCB boards, has contributed to the recent market activity [6][7] Group 4: Photovoltaic Sector Developments - The photovoltaic equipment sector is experiencing growth, with companies like Zhonglai and KuaiKe Electronics seeing significant stock price increases [8] - Recent advancements in solar technology, such as the development of a perovskite solar cell with a conversion efficiency of 27.2%, are expected to support the industry's growth [9] - Policy initiatives from the National Development and Reform Commission and the National Energy Administration aim to enhance the consumption and regulation of renewable energy, setting ambitious targets for 2030 and 2035 [10]

Market Overview - The battery concept stocks saw multiple stocks hitting the daily limit, with Shen Gong Co., Ltd. experiencing a rapid increase, reaching a 20% limit up within one minute [1][3] - On November 11, the three major indices opened higher but later fluctuated downwards, with the Shanghai Composite Index down 0.29% and the Shenzhen Component Index down 0.13%, while the ChiNext Index rose 0.10% [1] Battery Sector Performance - Battery-related concept stocks collectively rose, with perovskite battery concept stocks leading the gains, including Zhonglai Co., Ltd. and Tuori New Energy both hitting the daily limit [6][8] - Shen Gong Co., Ltd. saw a 20% increase, closing at 73.43, with a trading volume of 1.29 million shares [4][7] Storage Chip Sector Activity - The storage chip sector was notably active, with Shen Gong Co., Ltd. hitting a 20% limit up and achieving a trading volume of 2.14 million shares [3][4] - SanDisk announced a significant price increase of up to 50% for NAND flash contracts, causing a ripple effect throughout the storage supply chain [5] Key Company Highlights - Zhonglai Co., Ltd. reported a 20.06% increase, closing at 8.02, with a total market value of 8.71 billion [4][7] - Tuori New Energy also saw a 10.13% increase, closing at 4.35, with a market value of 6.11 billion [4][7] - Other companies like Yijing Optoelectronics and Zhongli Group also experienced significant gains, with increases of 10.11% and 10.09% respectively [4][8] Technological Advancements - The Chinese Academy of Sciences reported a breakthrough in perovskite solar cells, achieving a power conversion efficiency of 27.2%, which enhances the stability and paves the way for industrial development [10] - Dongwu Securities highlighted the potential of perovskite technology, predicting it could become the next generation of photovoltaic cell technology by 2025 [11]

Core Insights - Shen Gong Co., Ltd. achieved a transaction volume of 1.565 billion RMB, marking the highest level since February 24, 2020 [2] - The latest stock price increased by 20.00%, with a turnover rate of 12.66% [2] - The previous trading day's total transaction volume for the stock was 700 million RMB [2] Company Overview - Jinzhou Shen Gong Semiconductor Co., Ltd. was established on July 24, 2013, with a registered capital of 1.70305736 billion RMB [2]

11月11日盘中科创板股神工股份涨停，截至09:38，股价报73.43元，成交9.17亿元，换手率7.48%，振幅 7.24%。 科创板个股中，截至发稿上涨的共有361只，涨幅在5%以上的共有15只，涨幅较高的有神工股份、仕佳 光子、海博思创等，分别上涨20.00%、16.84%、15.02%，下跌的有219只，跌幅较大的有华盛锂电、金 盘科技、嘉元科技，分别下跌7.02%、4.90%、4.76%。 资金面上，神工股份上一交易日主力资金净流入1.71亿元，近5日净流入1.27亿元。 融资融券数据显示，该股最新（11月10日）两融余额为4.29亿元，其中，融资余额为4.29亿元，较上一 个交易日增加7064.11万元，增幅为19.69%；融券余额为1.22万元，较上一个交易日增加0.20万元，增幅 为20.00%。近10日两融余额合计增加9921.96万元，增幅为30.04%，其间融资余额增长30.04%，融券余 额增长21.97%。 10月25日公司发布的三季报数据显示，前三季公司共实现营业收入3.16亿元，同比增长47.59%，实现净 利润7116.96万元，同比增长158.93%。 从机构评级来看，近一个 ...