2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 （1）经财务部门初步测算，预计 2025 年年度实现归属于母公司所有者的净 利润与上年同期（法定披露数据）相比，将减少亏损，实现归属于母公司所有者 的净利润为-9,832.00 万元左右。 （2）预计 2025 年年度归属于母公司所有者扣除非经常性损益后的净利润为 -11,276.00 万元左右。 证券代码：688416 证券简称：恒烁股份 公告编号：2026-002 恒烁半导体（合肥）股份有限公司 2025 年年度业绩预告 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、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 （一）业绩预告期间 （三）资产减值损失的影响 （3）本次业绩预告是公司财务部门基于自身专业判断进行的初步核算，尚 未经注册会计师审计。 二、上年同期业绩情况和财务状况 （一）利润总额：-16,109.78 万元。归属于母公司所有者的净利润：-16,099.89 万元。归属于母公司所有者的扣除非经常性损益的净利润：-17,856.33 万元。 （二 ...

Group 1 - The storage chip sector continues to strengthen in the afternoon, with significant gains observed in various companies [1] - Baiwei Storage reached a limit-up increase of 20%, while Jiangbolong surged over 15%, hitting a historical high [1] - Other companies such as Demingli, Zhaoyi Innovation, Shenkong Co., Hengshuo Co., Beijing Junzheng, Xiangnong Xinchuan, Purang Co., Kaipu Cloud, and Shikong Technology also experienced upward movement [1]

（文章来源：每日经济新闻） 每经AI快讯，1月14日，存储器指数强势拉升，成分股表现亮眼，佰维存储涨停，江波龙上涨4.81%， 德明利上涨3.97%，北京君正上涨3.42%，恒烁股份上涨3.38%。 ...

Core Insights - The dedicated storage chip market is experiencing growth driven by the rapid development of AI and smart automotive sectors, with a projected market size of $15.7 billion by 2025 and $19.5 billion by 2026 [1][4]. Industry Definition and Classification - Storage chips, also known as semiconductor memory, are essential components in modern digital systems, with dedicated storage chips having specific application needs or competitive advantages in niche markets. The main categories currently in use include NOR Flash, SLC NAND Flash, and niche DRAM [2][4]. Industry Development Status - The overall storage chip industry exhibits cyclical characteristics, with strong growth potential fueled by ongoing demand in AI and cloud infrastructure. The dedicated storage chip market is expected to grow significantly, particularly in the smart automotive and consumer electronics sectors [4][6]. Market Size Projections - By 2025, the global dedicated storage chip market is expected to reach $15.7 billion, with NOR Flash at $3.1 billion (19.75%), SLC NAND Flash at $2.7 billion (17.20%), and niche DRAM at $9.9 billion (63.06%). By 2026, projections indicate a market size of $19.5 billion, with NOR Flash at $3.8 billion (19.49%), SLC NAND Flash at $3.5 billion (17.95%), and niche DRAM at $12.2 billion (62.56%) [6][12]. Industry Chain - The dedicated storage chip industry chain includes upstream materials such as silicon wafers and photolithography materials, midstream design and manufacturing, and downstream applications in enterprise storage, consumer SSDs, and cloud storage services [8][10]. Policy Environment - Recent government policies have provided ongoing support for the integrated circuit industry, increasing domestic demand for local alternatives and creating more market opportunities for domestic integrated circuit companies [10][12]. Competitive Landscape - The global NOR Flash market is characterized by a stable and highly concentrated competitive landscape, with a CR3 of 63.2% in 2024. The SLC NAND Flash market is primarily dominated by overseas and Taiwan manufacturers, while DRAM is led by major companies from South Korea and the USA. Domestic companies are increasingly investing in R&D for dedicated storage chips, expanding their market share [12][14]. Key Companies - Major players in the dedicated storage chip industry include: - **GigaDevice**: A diversified chip design company focusing on Flash, niche DRAM, and other semiconductor products, achieving significant revenue from storage chips [13][14]. - **Beijing Junzheng**: Specializes in computing and storage chips, with a strong presence in automotive and industrial sectors following its acquisition of ISSI [13][14]. Industry Trends - The demand for storage chips is surging due to the explosion of AI computing power, the smart automotive sector, and accelerated data center construction. The dedicated storage chip industry in China is undergoing a structural transformation driven by AI and smart automotive technologies [14][15].

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]

格隆汇1月6日丨恒烁股份(688416.SH)公布，截至2026年1月5日，董翔羽通过集中竞价交易方式减持 82.93万股，通过大宗交易方式累计减持公司股份68.31万股，合计占公司目前总股本的1.82%，本次减 持计划已经实施完毕。 ...

证券代码：688416 证券简称：恒烁股份 公告编号：2026-001 恒烁半导体（合肥）股份有限公司 直接持股 5%以上股东权益变动触及 1%刻度 暨减持结果公告 本公司董事会、全体董事及相关股东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： 股东持有的基本情况 本次减持计划实施前，恒烁半导体（合肥）股份有限公司（以下简称"恒烁 股份"或"公司"）股东董翔羽持有公司股份 6,073,482 股，占公司当时总股本的比 例为 7.32%。以上股份均来源于公司首次公开发行前取得的股份，董翔宇的股份 于 2025 年 8 月 29 日起上市流通。 减持计划的实施结果情况 公司于 2025 年 10 月 23 日披露了《股东减持股份计划公告》（公告编号： 2025-051），董翔羽计划减持不超过公司当时股份总数的 1.75%的股份（即 1,450,905 股），其中通过集中竞价交易方式减持不超过 829,294 股，通过大宗交 易方式减持不超过 621,611 股。公司于 2026 年 1 月 6 日收到股东董翔羽出具的 《权益变动触 ...

南财智讯1月6日电，恒烁股份公告，公司股东董翔羽在2025年11月24日至2026年1月5日期间，通过集中 竞价和大宗交易方式合计减持公司股份1,512,405股，占公司总股本的1.82%。本次减持计划已实施完 毕。减持完成后，董翔羽持有公司股份4,561,077股，持股比例由7.32%降至5.49%。本次权益变动为持 股5%以上非第一大股东减持，不触及要约收购，不会导致公司控股股东及实际控制人发生变化，对公 司治理结构及持续经营无重大影响。 ...

转自：智通财经 【存储芯片概念反复活跃 恒烁股份涨超10%】智通财经1月6日电，存储芯片概念反复活跃，恒烁股份 涨超10%，香农芯创、佰维存储、江波龙、兆易创新、朗科科技、北京君正、德明利、普冉股份跟涨。 消息面上，据报道，三星与海力士已向服务器、PC及智能手机用DRAM客户提出涨价，今年一季度报 价将较去年第四季度上涨60%-70%。 ...

存储芯片概念反复活跃，恒烁股份涨近10%，香农芯创、佰维存储、江波龙、兆易创新、朗科科技、北 京君正、德明利、普冉股份跟涨。 ...