证券日报网讯 10月17日晚间，佰维存储发布公告称，深圳佰维存储科技股份有限公司（以下简称"公 司"）于2025年9月22日、2025年10月9日分别召开第四届董事会第五次会议和2025年第三次临时股东 会，审议通过了《关于变更注册资本、修订〈公司章程〉及〈董事会议事规则〉并办理工商变更登记的 议案》。近日，公司已完成工商变更登记和《公司章程》备案手续，并取得了深圳市市场监督管理局出 具的《登记通知书》。 （编辑 楚丽君） ...

近日，公司已完成工商变更登记和《公司章程》备案手续，并取得了深圳市 市场监督管理局出具的《登记通知书》，变更后的基本信息如下： 证券代码：688525 证券简称：佰维存储 公告编号：2025-079 深圳佰维存储科技股份有限公司 关于变更注册资本并完成工商变更登记的公告 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、准确性和完整性依法承担法律责任。 深圳佰维存储科技股份有限公司（以下简称"公司"）于 2025 年 9 月 22 日、2025 年 10 月 9 日分别召开第四届董事会第五次会议和 2025 年第三次临时 股东会，审议通过了《关于变更注册资本、修订〈公司章程〉及〈董事会议事规 则〉并办理工商变更登记的议案》。具体情况详见公司于 2025 年 9 月 23 日披露 于上海证券交易所网站（www.sse.com.cn）的《关于变更注册资本、修订<公司 章程>及<董事会议事规则>并办理工商变更登记的公告》。 成立日期：2010-9-6 住所：深圳市南山区桃源街道平山社区留仙大道 1213 号众冠红花岭工业南 区 2 区 4、8 栋 1 层-3 层及 ...

Wind统计显示，10月16日，科创板两融余额合计2514.16亿元，较上一交易日增加13.05亿元。其中，融 资余额合计2505.19亿元，较上一交易日增加13.01亿元；融券余额合计8.97亿元，较上一交易日增加0.04 亿元。 从个股来看，10月16日有319只科创板个股获融资净买入，净买入金额在3000万元以上的有23只。其 中，寒武纪获融资净买入额居首，净买入2.5亿元；融资净买入金额居前的还有佰维存储、聚辰股份、 科思科技、中微公司、华纳药厂、澜起科技等股。 （文章来源：证券时报网） ...

10月16日，存储芯片板块再度走强，香农芯创（300475.SZ）一度20CM涨停创出新高。截至收盘，存储 芯片指数（861499.EI）涨1.22%，个股方面，德明利（001309.SZ）、三孚股份（603938.SH）等涨停， 香农芯创涨超16%，佰维存储（688525.SH）、蓝箭电子（301348.SZ）、雅创电子（301099.SZ）、江 波龙（301308.SZ）等涨超5%。 产业端，全球存储产品涨价潮持续，机构预测四季度存储市场将继续火热。CFM闪存市场发布的 《2025年四季度存储市场展望》显示，预计四季度企业级SSD（eSSD）价格涨幅将达到10%以上， DDR5 RDIMM价格涨幅约10%~15%。此前的9月，闪迪（Sandisk）、美光、三星、西部数据等多家存 储巨头已先后发布提价通知。 市场火热下，展望后市，哪些机会值得关注？ 国信证券认为，存储芯片处于涨价周期，同时需求量受益于AI拉动，推荐国产存储厂商江波龙、德明 利、佰维存储、兆易创新等。 东海证券则提醒，目前市场资金热度相对较高，建议不宜追高、逢低缓慢布局，建议关注：海内外需求 强劲的AIOT领域公司；AI创新驱动的算力芯片、光 ...

沪深两市全天主力资金净流出542.90亿元，其中，科创板主力资金净流出46.20亿元，主力资金净流入的 有239只股，主力资金净流出的有348只股。 证券时报•数据宝统计显示，今日科创板个股上涨的有106只，下跌的有479只。 资金流向方面，今日主力资金净流入的科创板股共有239只，其中，7只个股主力资金净流入超亿元，佰 维存储主力资金净流入2.30亿元，净流入资金居首；晶合集成、聚辰股份紧随其后，全天净流入资金分 别为1.69亿元、1.32亿元。主力资金净流出的有348只，净流出资金最多的是海光信息，该股今日下跌 3.34%，全天主力资金净流出5.86亿元，其次是中芯国际、华虹公司，主力资金净流出分别为5.03亿 元、3.25亿元。 从主力资金连续性进行观察，共有57只个股主力资金连续3个交易日以上持续净流入，连续流入天数最 多的是寒武纪，该股已连续36个交易日净流入；连续净流入天数较多的还有康为世纪、科思科技等，主 力资金分别连续流入10天、7天。主力资金连续流出的个股有148只，连续流出天数最多的是博睿数据， 该股已连续18个交易日净流出；连续净流出天数较多的还有ST诺泰、金博股份等，主力资金分别连续 ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 海南自贸区 | 2.58 | 特钢概念 | -2.68 | | 兵装重组概念 | 1.98 | 光刻机 | -2.47 | | 培育钻石 | 0.91 | 光热发电 | -2.39 | | 自由贸易港 | 0.71 | 光刻胶 | -2.31 | | ST板块 | 0.63 | 稀土永磁 | -2.23 | | 赛马概念 | 0.61 | 草甘膦 | -2.22 | | 存储芯片 | 0.38 | 减速器 | -2.11 | | 网约车 | 0.32 | PEEK材料 | -2.00 | | 民营医院 | 0.29 | 可控核聚变 | -2.00 | | 航运概念 | 0.20 | 染料 | -1.88 | 资金面上看，今日存储芯片概念板块获主力资金净流入10.50亿元，其中，56股获主力资金净流入，13 股主力资金净流入超亿元，净流入资金居首的是香农芯创，今日主力资金净流入6.32亿元，净流入资金 居前的还有兆易创新、德明利、佰维存储等，主力资金分别净流入5.91亿元、5.13亿元、2 ...

Market Overview - The large fund concept sector experienced a decline of 0.89% on October 16, with Tai Lingwei leading the drop [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance - Notable gainers in the large fund concept sector included: - Baiwei Storage (688525) with a closing price of 113.55, up 8.76% and a trading volume of 403,700 shares, totaling 4.577 billion yuan [1] - Jiangbolong (301308) closed at 181.63, up 7.16% with a trading volume of 273,000 shares, totaling 4.927 billion yuan [1] - Zhongjuxin (688549) closed at 10.19, up 5.05% with a trading volume of 740,600 shares, totaling 757 million yuan [1] - Major decliners included: - Tai Lingwei (688891) closed at 51.40, down 7.04% with a trading volume of 181,300 shares [2] - Xingfa Group (600141) closed at 27.28, down 6.67% with a trading volume of 407,000 shares [2] - Zhichun Technology (603690) closed at 34.57, down 6.57% with a trading volume of 806,600 shares [2] Capital Flow - The large fund concept sector saw a net outflow of 2.121 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.392 billion yuan [2][3] - Specific stock capital flows indicated: - Baiwei Storage had a net inflow of 220 million yuan from institutional investors, while retail investors had a net inflow of 92.83 million yuan [3] - Jiangbolong experienced a net outflow of 245 million yuan from retail investors [3] - Deep Technology (000021) had a net inflow of 134 million yuan from institutional investors [3]

证券之星消息，10月16日半导体板块较上一交易日下跌0.65%，泰凌微领跌。当日上证指数报收于 3916.23，上涨0.1%。深证成指报收于13086.41，下跌0.25%。半导体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 60Z8889 | 英集芯 | 23.98 | 14.24% | 37.47万 | | 8.93亿 | | 001309 | 德明利 | 196.46 | 10.00% | 19.10万 | | 36.73亿 | | 688525 | 佰维存储 | 113.55 | 8.76% | 40.37万 | | 45.77亿 | | 301348 | 蓝箭电子 | 24.20 | 8.18% | 44.47万 | | 10.86亿 | | 301308 | 江波龙 | 181.63 | 7.16% | 27.30万 | | 49.27亿 | | 002077 | 大港股份 | 16.69 | 5.77% | 57.54万 | | 264.6 ...

Core Viewpoint - The storage chip sector is experiencing significant activity driven by increased demand from AI, data centers, and end-user storage, leading to price hikes from major manufacturers [1] Group 1: Market Activity - Storage chip concept stocks surged on the 16th, with notable gains including Yunhan Chip City up 20%, Shannon Chip Innovation rising over 15%, and other companies like Demingli and Ruineng Technology hitting their price limits [1] - Biwei Storage saw an increase of nearly 8%, reaching a new high during the trading session [1] Group 2: Price Adjustments - SanDisk has raised NAND flash prices by approximately 10%, affecting both consumer and enterprise products, continuing the upward trend since April [1] - Samsung Electronics notified major clients of planned price increases for DRAM by 15%-30% and NAND flash by 5%-10% for the fourth quarter [1] - Micron Technology temporarily suspended pricing for all DDR4, DDR5, LPDDR4, and LPDDR5 storage products, with prices generally increasing by about 20% upon resumption [1] Group 3: Demand Drivers - East China Securities indicated that the current price increases reflect a surge in demand for storage chips in key areas such as AI technology and data centers, suggesting ongoing monitoring of storage chip price trends [1]

Group 1 - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index increasing by 0.31%, driven by strong performances in the shipping, insurance, and coal sectors [1] - The Consumer Electronics sector continued to strengthen, with the Consumer Electronics ETF (159732) rising by 0.99%. Notable individual stock performances included Baiwei Storage up 11.25%, Jinghe Integrated up 6.55%, and Lixun Precision up 5.09% [1] Group 2 - The electronic sector's performance trend for Q3 2025 remains upward, with significant growth in AI computing-related stocks outpacing the industry average. Traditional downstream and cyclical products showed relatively stable growth [3] - Companies such as Lixun Precision, GoerTek, and Lens Technology are expected to maintain steady growth in Q3 2025, supported by new product launches from core clients and the traditional peak season for consumer electronics [3] - The Consumer Electronics ETF (159732) tracks the Guozheng Consumer Electronics Index, primarily investing in 50 A-share listed companies involved in the consumer electronics industry, with a focus on electronic manufacturing and optical optoelectronics [3]