1月16日，上证指数下跌0.26%，深证成指下跌0.18%，创业板指下跌0.2%。盘后龙虎榜数据显示，共有63只个股 因当日异动登上龙虎榜，资金净流入最多的是美年健康（002044.SZ），达5.79亿元。 据21投资通智能监测，40只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及35只。 5.79亿元资金抢筹美年健康，5.74亿元资金出逃佰维存储 63只上榜的龙虎榜个股中，35只个股被净买入，28只个股被净卖出。其中，资金净买入最多的是美年健康，达 5.79亿元，占总成交金额的10.96%。美年健康当日收盘下跌9.99%，换手率为17.5%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | | 美年健康 | -9.99% | 57939 | 10.96% | 17.5% | 主力做T,成功率4 | | | | | | | 1.42% | | 三安光电 | 10.03% | 55237 | 11.09% | 6.5% | 普通席位买入,成功 ...

Core Viewpoint - The company is actively expanding its production capacity at the Huizhou packaging and testing center to meet customer delivery demands, indicating strong operational performance and growth potential in the advanced packaging sector [1] Group 1: Production Capacity and Utilization - The company's subsidiary, Tailai Technology, has a high capacity utilization rate at the Huizhou packaging and testing manufacturing center [1] - The company is accelerating the expansion of the Huizhou packaging and testing manufacturing center to satisfy customer delivery requirements [1] Group 2: Project Progress and Solutions - The overall progress of the company's wafer-level advanced packaging manufacturing project is proceeding smoothly [1] - The company is advancing sample testing and validation work according to customer needs, providing a "storage + wafer-level advanced packaging" one-stop comprehensive solution [1] - This initiative aims to further enhance the company's core competitiveness in the field of storage-computing integration [1]

重要内容提示： 深圳佰维存储科技股份有限公司（以下简称"公司"或"本公司"）股票于 2026 年 1 月 14 日、1 月 15 日、1 月 16 日连续三个交易日内日收盘价格涨幅 偏离值累计超过 30%。根据《上海证券交易所交易规则》的有关规定，属于 股票交易异常波动情形。 经公司自查并向控股股东及实际控制人核实，截至本公告披露日，除在指定 媒体上已公开披露的信息外，不存在应披露而未披露的重大信息。 公司已于 2026 年 1 月 14 日在上海证券交易所网站（www.sse.com.cn）披露 了《2025 年年度业绩预盈公告》，该业绩预告所列示的财务数据为初步核算 数据，未经注册会计师审计，具体财务数据以公司正式披露的 2025 年年度 报告为准。敬请广大投资者注意投资风险。 公司晶圆级先进封装制造项目尚处于打样验证阶段，先进封装业务进展未来 可能不及预期，敬请广大投资者注意投资风险。 请投资者持续关注 AI 投资的持续性、存储行业周期变化，目前存储价格处 于历史高位，敬请广大投资者注意投资风险。 公司郑重提请投资者注意：请广大投资者秉持价值投资理念，正确认识公司 业务发展情况，充分了解二级市场交易风险 ...

证券代码：688525 证券简称：佰维存储 公告编号：2026-006 深圳佰维存储科技股份有限公司 关于为控股子公司提供担保的进展公告 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、准确性和完整性承担法律责任。 重要内容提示： 担保对象及基本情况 | 被担保人名称 | 本次担保金额 | | 实际为其提供的担保 | | 是否在前期 | 本次担保是否 | | --- | --- | --- | --- | --- | --- | --- | | | | | 合同总金额 | | 预计额度内 | 有反担保 | | | | | 130,000 万元 | | | | | 广东泰来封测科技有限公司 | 30,000 | 万元 | （含本次 10,000 | 万元 | 是 | 否 | | | | | 续期） | | | | | 广东芯成汉奇半导体技术有限公司 | 10,000 | 万元 | 90,000 万元 | | 是 | 否 | | | | | （不含本次） | | | | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | ...

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 2025 年度现场检查报告 根据《上海证券交易所科创板股票上市规则》等有关法律、法规的规定，华 泰联合证券有限责任公司（以下简称"华泰联合证券"或"保荐人"）作为正在 履行深圳佰维存储科技股份有限公司（以下简称"佰维存储"、"公司"或"发行 人"）持续督导工作的保荐人，于 2026 年 1 月 6 日至 9 日对公司进行了现场检 查。现将本次现场检查情况报告如下： 一、本次现场检查的基本情况 对于公司治理情况，现场检查人员查阅了佰维存储的公司章程、三会议事规 则等与公司治理、内部控制相关的重要制度，查阅了董事会、监事会和股东大会 的会议通知、决议和其他会议资料，并与公司部分高级管理人员针对公司治理和 内部控制情况以及三会运作情况进行了沟通。 华泰联合证券针对佰维存储实际情况制订了 2025 年度现场检查工作计划。 为顺利实施本次现场工作，提高现场工作效率，切实履行持续督导工作，华泰联 合证券提前将现场检查事宜通知佰维存储，并要求公司提前准备现场检查工作所 需的相关文件和资料。 2026 年 1 月 6 日至 9 日，华泰联合证券保荐代表人根据事先制订 ...

Group 1 - The core viewpoint of the article is that Bawei Storage (688525) has reported an announcement regarding abnormal stock trading fluctuations, indicating that the market environment and industry policies have not undergone significant changes [1] - The storage market prices are gradually increasing, and the company's performance is expected to improve significantly by the fourth quarter of 2025 [1] - The company's production and operational activities are currently normal and showing a positive trend [1] Group 2 - The company's wafer-level advanced packaging manufacturing project is still in the sample verification stage, and the progress of the advanced packaging business may not meet expectations in the future [1] - Investors are advised to pay attention to investment risks associated with the company's operations [1]

Core Viewpoint - The company announced that its stock price has deviated significantly, with a cumulative increase of over 30% in three consecutive trading days, indicating abnormal trading activity [1] Group 1: Market Conditions - The market is currently experiencing a super cycle in storage, leading to heightened attention and demand [1] - There is a notable supply-demand imbalance in the storage market, resulting in rising prices [1] Group 2: Company Developments - The company is actively advancing its advanced packaging business, with projects progressing steadily [1] - The wafer-level advanced packaging manufacturing project is still in the sampling verification stage, and future progress may not meet expectations [1] Group 3: Investor Advisory - Investors are advised to pay attention to the sustainability of AI investments and the cyclical changes in the storage industry [1] - Current storage prices are at historical highs, and investors should remain cautious regarding investment risks [1]

佰维存储公告称，为满足子公司业务发展需要，为全资子公司泰来科技、控股子公司芯成汉奇分别提供 3亿元、1亿元担保，无反担保。本次担保在2025年第五次临时股东会授权额度内，无需另行审议。截至 公告披露日，公司及控股子公司对外担保总额60亿元，占最近一期经审计归母净资产的248.77%；对控 股子公司担保合同总金额27亿元（含本次），占比111.95%，无逾期和涉诉对外担保。 ...

Core Viewpoint - The company announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of over 30% in closing prices over three consecutive trading days from January 14 to 16, 2026 [1] Group 1: Company Performance - The company reported a significant improvement in Q4 2025 performance, indicating normal production and operations [1] - The company is currently in the sampling verification phase of its advanced wafer-level packaging manufacturing project, although progress may not meet expectations [1] Group 2: Market Activities - The company applied for H-share listing in October 2025, but this matter still carries uncertainties [1] - Investors are advised to pay attention to AI investments and changes in industry cycles, highlighting the need for caution regarding investment risks [1]

Core Viewpoint - The company Bawei Storage has experienced a significant stock price increase, with a cumulative rise of over 30% in three consecutive trading days, indicating abnormal trading activity [1] Company Summary - The stock price increase is attributed to widespread market attention on the storage supercycle, with current supply-demand tightness and rising prices in the storage market [1] - The company is actively advancing its advanced packaging business, which is currently progressing steadily [1] - The company's wafer-level advanced packaging manufacturing project is still in the sample verification stage, and future progress in the advanced packaging business may not meet expectations [1] Industry Summary - Investors are advised to pay attention to the sustainability of AI investments and the cyclical changes in the storage industry [1] - Current storage prices are at historical highs, prompting caution among investors regarding potential risks [1]