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]

Core Viewpoint - The stock of Baiwei Storage has experienced a significant price fluctuation, with a cumulative increase of over 30% in three consecutive trading days, prompting an announcement regarding abnormal trading activity [1] Group 1: Stock Performance - Baiwei Storage's stock price increased significantly, with a cumulative rise exceeding 30% from January 14 to January 16, 2026 [1] - The company has confirmed that there is no undisclosed significant information apart from what has already been publicly disclosed [1] Group 2: Business Operations - The company's production and operational activities are reported to be normal, with no major changes in market environment or industry policies [1] - The fourth quarter of 2025 has shown a notable improvement in the company's performance [1] Group 3: Financial Outlook - Baiwei Storage has released a preliminary earnings announcement for the year 2025, indicating expected profits, although these figures are subject to final auditing and confirmation in the official annual report [1] Group 4: Project Development - The advanced wafer-level packaging manufacturing project is currently in the sampling verification stage, with potential business progress that may not meet expectations [1] Group 5: Market Considerations - Investors are advised to monitor the sustainability of AI investments and the cyclical changes in the storage industry, as current storage prices are at historical highs, indicating potential investment risks [1]

Market Overview - The Shanghai Composite Index closed at 4101.91 points, down 0.26%, with a trading volume of 13,380 billion yuan [1] - The Shenzhen Component Index closed at 14,281.08 points, down 0.18%, with a trading volume of 16,883.05 billion yuan [1] - The ChiNext Index closed at 3361.02 points, down 0.2%, with a trading volume of 8,463.56 billion yuan [1] - The STAR 50 Index closed at 1514.07 points, up 1.35%, with a trading volume of 1,168 billion yuan [1] - Total trading volume for both markets reached 30,263.05 billion yuan, an increase of 1,207.57 billion yuan compared to the previous trading day [1] Sector Performance - Strong sectors included electronics, automotive, machinery, power equipment, and home appliances [2] - Weak sectors included media, computer, oil and petrochemicals, agriculture, steel, pharmaceuticals, defense, insurance, and banking [2] - The electronic industry saw the highest net inflow of funds, amounting to 105.68 billion yuan [5] Stock Performance - A total of 2,251 stocks rose, while 2,808 stocks fell, with 114 stocks remaining flat and 11 stocks suspended [2] - 67 stocks hit the daily limit up, while 61 stocks hit the daily limit down [2] - The stock with the highest net inflow was Sanhua Intelligent Controls, with a net inflow of 1.65 billion yuan and a price increase of 5.26% [7][8] - The stock with the highest net outflow was BlueFocus, with a net outflow of 2.01 billion yuan and a price decrease of 11.52% [10][11] Institutional Activity - Institutions had a net sell of approximately 6.6 billion yuan, with 21 stocks seeing net purchases and 15 stocks seeing net sales [13] - The stock with the highest net purchase by institutions was Snowman Group, with a net purchase of approximately 234 million yuan [13][14]