Core Insights - The National Big Fund holding concept rose by 1.08%, ranking second among concept sectors, with 26 stocks increasing in value, led by Changchuan Technology which hit a 20% limit up [1][2] - Major stocks in the sector that saw significant gains include Hu Silicon Industry, Zhongwei Company, and Zhongke Feimiao, with increases of 11.54%, 9.12%, and 5.63% respectively [1][2] - Conversely, stocks that experienced notable declines include China Electric Port, Saiwei Electronics, and Huahong Company, with decreases of 5.90%, 4.87%, and 3.26% respectively [1][2] Market Performance - The National Big Fund holding sector saw a net outflow of 2.768 billion yuan, with 17 stocks receiving net inflows from major funds [2] - Changchuan Technology led the net inflow with 569 million yuan, followed by Zhongwei Company, Baiwei Storage, and Hu Silicon Industry with net inflows of 516 million yuan, 251 million yuan, and 176 million yuan respectively [2][3] - The net inflow ratios for leading stocks were 13.43% for Changchuan Technology, 6.74% for Zhongwei Company, and 6.88% for Baiwei Storage [3] Stock Performance - The top performers in the National Big Fund holding sector included Changchuan Technology with a 20% increase and a turnover rate of 10.92%, Zhongwei Company with a 9.12% increase and a turnover rate of 4.66%, and Baiwei Storage with a 3.57% increase and a turnover rate of 13.05% [3][4] - Other notable stocks included Hu Silicon Industry with an 11.54% increase and a turnover rate of 4.96%, and Jiangbolong with a 2.56% increase and a turnover rate of 9.24% [4] Declining Stocks - Stocks that faced significant declines included China Electric Port with a 5.90% drop and a turnover rate of 11.67%, Saiwei Electronics with a 4.87% drop and a turnover rate of 13.78%, and Huahong Company with a 3.26% drop and a turnover rate of 6.94% [5] - Other declining stocks included Yuyuan New Materials with a 2.16% drop and a turnover rate of 5.17%, and Silan Microelectronics with a 1.95% drop and a turnover rate of 3.84% [5]

Group 1 - The company plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its global strategy and brand image [2][3] - The board meeting was held on September 22, 2025, with all 8 directors present, and the resolutions were passed unanimously [2][4] - The issuance of H-shares is part of the company's strategy to improve its core competitiveness and expand internationally [2][3] Group 2 - The H-shares will be issued in the form of ordinary shares with a nominal value of RMB 1.00 per share [7] - The issuance will target global investors, including public investors in Hong Kong and qualified domestic institutional investors [12] - The initial issuance scale will not be less than 10% of the total share capital after the issuance, with an option for an overallotment of up to 15% [16] Group 3 - The company will determine the final issuance price based on market conditions and investor demand [18] - The issuance will be conducted through public offerings in Hong Kong and international placements [14] - The company will incur various costs related to the issuance, including underwriting fees and legal expenses, which will be negotiated with intermediaries [26] Group 4 - The company will transition to a foreign-funded joint-stock company upon successful issuance and listing of H-shares [31] - The validity period for the resolutions related to the issuance is set for 24 months from the date of shareholder approval [32] - The proceeds from the issuance will be used for R&D, global expansion, and general corporate purposes [33] Group 5 - The company will apply for registration as a non-Hong Kong company in accordance with relevant regulations [34] - The company will revise its articles of association and governance rules to align with the requirements of the H-share issuance [35][38] - The board will appoint various intermediaries, including auditors and legal advisors, for the issuance process [28][54]

瑞财经 吴文婷9月22日，佰维存储发布公告称，公司于2025年9月22日召开了第四届董事会第五次会议，审议通过了《关于公司发行H股股票并在香港联合交 易所有限公司上市的议案》《关于公司发行H股股票并在香港联合交易所有限公司上市方案的议案》等相关议案。 截至目前，公司正积极与相关中介机构就本次发行上市的相关工作进行商讨，除本次董事会审议通过的相关议案外，其他关于本次发行上市的具体细节尚未 最终确定。 佰维存储主要从事半导体存储器的研发设计、封装测试、生产和销售，主要产品及服务为半导体存储器和先进封测服务，其中半导体存储器按照应用领域不 同又分为嵌入式存储、PC存储、工车规存储、企业级存储和移动存储等。 2025上半年，佰维存储实现营收为39.12亿元，同比增长13.7%；归母净利润为-2.26亿元，而上年同期为2.83亿元。 | 主要会计数据 | 本报告期 (1-6月) | 上年同期 | | --- | --- | --- | | 营业收入 | 3.912.336.913.69 | 3.440.780.321.9 | | 利润总额 | -308.945.464.09 | 343.681.440.97 | | 归 ...

Group 1 - The company announced plans to issue overseas listed shares (H-shares) and apply for listing on the Hong Kong Stock Exchange to enhance its global strategy and brand image [2] - The company specializes in the research, design, packaging, testing, production, and sales of semiconductor memory, with products categorized into embedded storage, PC storage, automotive-grade storage, enterprise storage, and mobile storage [4] - In the first half of 2025, the company achieved operating revenue of 3.912 billion yuan, a year-on-year increase of 13.7%, but reported a net profit attributable to shareholders of -226 million yuan, compared to a profit of 283 million yuan in the same period last year [5] Group 2 - Starting from the second quarter of 2025, the company saw a recovery in sales revenue and gross margin as storage prices stabilized, with a gross margin increase of 11.7 percentage points quarter-on-quarter [5] - The company completed a targeted issuance of shares, raising approximately 1.871 billion yuan, which will be used for expanding its advanced packaging and storage manufacturing base and wafer-level advanced packaging projects [5] - The wafer-level advanced packaging project is expected to become a new growth point for future performance, with construction progressing and production expected to commence in the second half of 2025 [6]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来自深圳的A股上市公司佰维存储(688525.SH)发布公告称，为深化公司全球化战略布局，提升公司国际 化品牌形象，并进一步提升公司核心竞争力，公司拟发行境外上市股份(H股)股票并申请在香港联合交 易所有限公司主板挂牌上市。根据相关法律法规的要求，公司本次发行上市符合中国境内法律、法规和 规范性文件的要求和条件，同意在经过董事会和股东会审议后向中国证券监督管理委员会、香港联交所 等有关监管机构提出本次境外发行股票并上市的申请。 佰维存储表示，截至目前，公司正积极与相关中介机构就本次发行上市的相关工作进行商讨，除本次董 事会审议通过的相关议案外，其他关于本次发行上市的具体细节尚未最终确定。 佰维存储同时公告，董事会同意公司聘任天健国际会计师事务所有限公司为公司香港上市的审计机构。 佰维存储，主要从事半导体存储器的研发设计、封装测试、生产和销售，主要产品及服务为半导体存储 器和先进封测服务，致力于成为全球一流的存储与先进封测厂商。公司紧紧围绕半导体存储器产业链， 构筑了研发封测一体化的经营模式，布局存储解决方案研发、主控芯片设计、存储器封测 ...

经济观察网佰维存储(688525)9月22日公告，公司拟发行境外上市股份(H股)股票并申请在香港联交所主 板挂牌上市。截至目前，公司正积极与相关中介机构就此次发行上市的相关工作进行商讨。 ...

（文章来源：证券日报） 证券日报网讯 9月22日晚间，佰维存储发布公告称，提名戚瑾女士为公司第四届董事会独立董事候选 人。 ...

证券日报网讯 9月22日晚间，佰维存储发布公告称，公司结合未来发展规划，综合考虑相关人员对公司 核心项目研发的参与情况以及对业务发展贡献等实际情况，决定新增认定高嵊昊先生、邱宏浩先生为公 司核心技术人员。 （文章来源：证券日报） ...

Group 1 - The core point of the article is that Baiwei Storage plans to issue overseas listed shares (H-shares) and apply for listing on the Hong Kong Stock Exchange, aiming to enhance its international brand image and core competitiveness [1][4]. - The issuance will involve at least 10% of the total share capital after the issuance, with an overall coordinator granted an over-allotment option of up to 15% of the initial H-share issuance size [1]. - The decision for this equity change was unanimously approved by the board of directors, indicating strong internal support for the initiative [1]. Group 2 - The stock price of Baiwei Storage closed at 84.48 yuan per share on September 22, with a rise of 5.64% and a trading volume of 3.148 billion yuan, leading to a total market capitalization of 39.428 billion yuan [2]. - Over the past seven trading days, the company's stock price has increased by 12.7%, reflecting positive investor sentiment regarding the company's growth potential [2]. - The equity change is expected to positively influence investor expectations for the company's future growth and performance on the international stage [2][4]. Group 3 - The equity change is anticipated to bring new capital inflow, enhancing the company's ability to expand globally and improve its overall financial condition [1]. - Increased recognition in international markets may enhance shareholder equity and contribute to long-term value appreciation [1]. - The company's international market expansion is likely to improve its global competitiveness, potentially leading to higher returns for shareholders and a continued positive stock price trend [4].

1、原核心技术人员的具体情况 李振华，男，1979 年出生，中国国籍，无境外永久居留权，重庆大学电子 信息工程专业本科学历。2003 年 7 月至 2005 年 10 月，任富士康集团工程师； 2005 年 11 月至 2007 年 5 月，任研祥智能科技股份有限公司工程师；2007 年 5 月至 2010 年 9 月任深圳市南山区天悦双胜电子来料加工厂研发经理；2010 年 10 月至今，历任公司研发经理、董事、副总经理、研发总监、产品管理部经理、供 应资源导入部经理。 截至本核查意见出具日，李振华先生直接持有公司股份 40,800 股，其将继 续遵守《上海证券交易所科创板股票上市规则》等有关规定。 华泰联合证券有限责任公司 关于深圳佰维存储科技股份有限公司 调整核心技术人员的核查意见 华泰联合证券有限责任公司（以下简称"华泰联合"或"保荐人"）作为深 圳佰维存储科技股份有限公司（以下简称"佰维存储"或"公司"）的向特定对 象发行 A 股股票的保荐人，根据《证券发行上市保荐业务管理办法》《上海证券 交易所科创板股票上市规则》及《上海证券交易所科创板上市公司自律监管指引 第 1 号——规范运作》等有关规定，对 ...