南财智讯12月26日电，恒烁股份公告，公司股东宁波梅山保税港区天鹰合胜创业投资合伙企业（有限合 伙）（简称"天鹰合胜"）于2025年11月6日至12月26日通过集中竞价方式累计减持公司股份463,121股， 占公司总股本的0.56%，本次减持计划已实施完毕。减持价格区间为58.11元至63.82元/股，减持总金额 为2830.46万元。本次减持后，天鹰合胜持股比例由2.34%降至1.78%。 ...

（原标题：存储芯片概念异动拉升 德明利涨停） 人民财讯12月26日电，存储芯片概念异动拉升，德明利涨停，恒烁股份涨超10%，西测测试、南亚新 材、江波龙、复旦微电、香农芯创等跟涨。 ...

Group 1 - The A-share market saw a majority of semiconductor stocks rise, with Zhenlei Technology increasing by over 16% [1] - Hengshuo Co. experienced a rise of over 14% [1] - Fudan Microelectronics and Chengdu Huami both rose by over 13% [1] Group 2 - Changchuan Technology increased by nearly 9% [1] - Jingfeng Mingyuan saw an increase of over 7% [1] - Beijing Junzheng and Hongwei Technology both rose by over 6% [1] Group 3 - Juxin Technology increased by over 5% [1] - Hangyu Micro, Ruichuang Weina, Xindong Linke, Yandong Micro, and Yuanjie Technology all rose by over 4% [1]

Core Viewpoint - The storage chip sector in A-shares is experiencing a strong rally, becoming the leading segment in the semiconductor industry, driven by significant demand from AI applications and a favorable market cycle [1][2] Group 1: Market Performance - The storage chip sector has shown robust performance, with key stocks like Tian'ao Electronics and Hengsuo Co. hitting the daily limit, igniting profit-making sentiment across the sector [1] - There is a notable influx of capital into the market, indicating high recognition of the storage chip industry's cyclical reversal and growth potential [1] Group 2: Industry Dynamics - AI demand is driving a significant increase in high-end storage needs, with Micron Technology reporting a quarterly revenue of $13.6 billion, a 57% year-over-year increase, and a net profit of $5.5 billion, up 169% [1] - The storage requirements for AI servers are eight times that of regular servers, with global AI server shipments expected to grow by 180% in 2025, leading to a 220% surge in high-end storage chip demand [1] Group 3: Price Trends and Inventory Levels - The storage chip industry has seen prices soar, with DDR5 memory prices increasing by 80% from September to December, and HBM2e prices rising nearly 50% [2] - Inventory levels have dropped to a five-year low, with major players like Samsung and Micron reducing production, resulting in inventory levels falling from 12-16 weeks to 2-4 weeks [2] Group 4: Domestic Market Developments - Domestic companies are accelerating their market presence, with Shunming Storage achieving mass production of the first domestic ferroelectric memory, ranking among the top five global suppliers [2] - Changxin Storage's DDR5 memory module has entered the supply chains of major companies like Huawei, with revenue surpassing $1 billion in Q3 2025 [2] Group 5: Benefiting Sectors - The storage chip design and module sector is directly benefiting from the explosion in AI demand and rising prices, with companies like Beijing Junzheng and Jiangbolong positioned to gain from the industry's upward trend [3] - The storage chip materials and equipment sector is also seeing growth due to domestic production expansion and technological advancements, with companies like Shunming Storage achieving full localization of materials and equipment [3] - The AI server and computing equipment sector is experiencing synergistic growth, with a significant increase in demand for AI servers and storage chips [3]

12月25日，存储芯片概念走强，恒烁股份、天奥电子涨停，北京君正、香农芯创、 江波龙、德明利、 普冉股份跟涨。 ...

12月24日，A股的存储芯片板块卷土重来，华海诚科（688535.SH）涨12.88%，德明利（001309.SZ）涨超9%，中芯国际 （688981.SH）、香农芯创（300475.SZ）、北京君正（300223.SZ）、江波龙（301308.SZ）、佰维存储（688525.SH）、普 冉股份（688766.SH）、恒烁股份（688416.SH）均录得上涨。港股方面，中芯国际(00981.HK)、华虹半导体(01347.HK)亦 表现不俗。 消息面，据韩国《朝鲜日报》消息，三星电子、SK海力士等存储供应商已上调明年HBM3E价格，涨幅接近20%。 供应方面，存储厂商预计明年第六代HBM（即HBM4）需求将增加，加大对其产能投入，导致HBM3E产能遭到积压。需求 方面，除了英伟达之外，来自谷歌、亚马逊等公司的订单量也大幅增加。 业内人士指出，本轮存储产品的涨价潮或超出市场预期。相关存储芯片产商的未来业绩有望大幅抬升，股价表现有望再超 预期。 摩根士丹利预测，鉴于明年存储领域可能出现供需失衡，内存芯片行业将迎来 "超级周期"。市场需求高企的背景下，存储 芯片行业也开始出现供不应求、涨价、转变订货模式等一系列连锁 ...

Group 1 - The stock of Hengshuo Co., Ltd. (688416.SH) closed at 50.47 yuan, with a decline of 3.98%, currently in a state of breaking issue [1] - Hengshuo Co., Ltd. was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on August 29, 2022, with an issuance of 20.66 million new shares, accounting for 25.00% of the total share capital after the issuance, at a price of 65.11 yuan per share [1] - The total amount of funds raised by Hengshuo Co., Ltd. was 1.345 billion yuan, with a net amount of 1.209 billion yuan after deducting issuance costs, which exceeded the original planned fundraising by 455.76 million yuan [1] Group 2 - The funds were originally intended for projects including "NOR Flash memory chip upgrade R&D and industrialization," "general MCU chip upgrade R&D and industrialization," "CiNOR storage-computing integrated AI inference chip R&D project," and "development and technology reserve project" [1] - The total issuance costs amounted to 135.53 million yuan, with Guoyuan Securities receiving underwriting and sponsorship fees of 109.21 million yuan [1] - The controlling shareholders and actual controllers of Hengshuo Co., Ltd. are Xiang Dong Lu (American nationality) and Lü Yinan (Chinese nationality) [2]

恒烁半导体（合肥）股份有限公司 2025 年第四次临时股东会 证券代码：688416 证券简称：恒烁股份 恒烁半导体（合肥）股份有限公司 2025 年第四次临时股东会 会议资料 2025 年 12 月 恒烁半导体（合肥）股份有限公司 2025 年第四次临时股东会 目 录 | 2025 | 年第四次临时股东会会议须知 2 | | --- | --- | | 2025 | 年第四次临时股东会会议议程 4 | | 2025 | 年第四次临时股东会会议议案 6 | | 议案 | 1：《关于使用剩余超募资金永久补充流动资金的议案》 6 | | 议案 | 2：《关于变更注册资本、修订<公司章程>并办理工商变更登记的议案》 9 | 1 恒烁半导体（合肥）股份有限公司 2025 年第四次临时股东会 恒烁半导体（合肥）股份有限公司 2025 年第四次临时股东会会议须知 为了维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证股 东会的顺利进行，根据《中华人民共和国公司法》（以下简称"《公司法》"）《中 华人民共和国证券法》（以下简称"《证券法》"）《上市公司股东会规则》及《恒 烁半导体（合肥）股份有限公司章程》（以下简 ...

格隆汇12月12日丨恒烁股份(688416.SH)公布，2025年12月12日，公司第二届董事会第十三次会议审议 通过了《关于使用剩余超募资金永久补充流动资金的议案》，同意公司使用5798.55万元（含利息收 入，实际金额以资金转出当日专户余额为准）超额募集资金永久补充流动资金。 ...

中国证券监督管理委员会于2022年7月12日下发《关于同意恒烁半导体（合肥） 股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕1255号），同 意公司向社会公众发行人民币普通股（A股）2,066万股。恒烁股份发行价格为 65.11元/股，募集资金总额为134,517.26万元，扣除发行费用（不含税）13,553.22 万元后，实际募集资金净额为120,964.04万元，超募资金总额为45,576.04万元。上 述募集资金于2022年8月24日全部到位，当日经容诚会计师事务所（特殊普通合伙） 审验并出具了"容诚验字[2022]230Z0228号"《验资报告》。募集资金到账后， 公司对资金进行专户存储，公司、保荐机构与募集资金开户行签署了《募集资金 专户存储三方监管协议》。 二、募集资金使用情况 国元证券股份有限公司（以下简称"国元证券"或"保荐机构"）作为恒烁 半导体（合肥）股份有限公司（以下简称"恒烁股份"或"公司"）首次公开发 行股票并在科创板上市（以下简称"首次公开发行"）的保荐机构，根据《证券 发行上市保荐业务管理办法》《上市公司募集资金监管规则》《上海证券交易所 科创板股票上市规则》《上 ...