证券代码：688525 证券简称：佰维存储 公告编号：2026-003 深圳佰维存储科技股份有限公司 关于 2023 年限制性股票激励计划第二个归属期（第二 批次）、2024 年限制性股票激励计划首次授予第一个归 属期（第二批次）归属结果暨股份上市的公告 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。 重要内容提示： 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 1,822,500股 本次股票上市流通总数为1,822,500股。 本次股票上市流通日期为2026 年 1 月 13 日。 同日，公司召开第三届监事会第五次会议，审议通过了《关于公司<2023 年限 制性股票激励计划（草案）>及其摘要的议案》《关于核实公司<2023 年限制性股票 激励计划激励对象名单>的议案》以及《关于公司<2023 年限制性股票激励计划实 施考核管理办法>的议案》等议案，公司监事会对本激励计划的相关事项进行核实 并出具了相关核查意见。 2、2023 年 3 月 10 日至 2023 年 3 月 19 日，公司对本激励计划激励对 ...

Core Viewpoint - The 2026 International Consumer Electronics Show (CES 2026) will take place from January 6 to 9 in Las Vegas, showcasing numerous A-share listed companies with their latest products in popular sectors such as robotics, smart hardware, and new energy vehicles [6]. Robotics - Ninebot will unveil a new multi-scenario lawn mowing robot, enhancing its product matrix [2]. - Stone Technology is expected to debut its "embodied intelligence black technology" as a representative of smart cleaning robots [7]. - Lingyi Technology will present a comprehensive robotics technology matrix, showcasing core components and application solutions [8]. - Zhaowei Electromechanical will showcase a new generation of dexterous hands with 20 degrees of freedom [9]. - Orbbec will release multiple 3D camera products suitable for humanoid robots, enhancing visual solutions for precise operations [9]. - Ecovacs will introduce a pool cleaning robot and the latest developments in embodied intelligence [9]. - Lens Technology will debut a highly dexterous bionic hand and head assembly, integrating self-developed reducers for improved performance [10]. - Megvii will collaborate with Yimai Intelligent to launch two new micro AI robot products [11]. Smart Glasses - Tianjian Co. will present its latest AI and AR glasses at CES 2026, focusing on AI glasses, AI headphones, and smart speakers [12]. - XGIMI Technology will globally launch its new AI glasses brand "MemoMind" [13]. - GoerTek will showcase multiple innovative MR/AR/smart glasses, enhancing the "AI + smart interaction" experience [13]. - Guangfeng Technology will present three LCoS AR optical products: Wax Girl G1, Dragonfly G1 mini, and Rainbow C1 [14]. Storage Solutions - Baiwei Storage will highlight consumer-grade storage solutions, including a Mini SSD that rivals flagship PCIe Gen4 SSDs, supporting Meta's AI/AR glasses [15]. - Jiangbolong will enhance its consumer market brand with a collaboration featuring a special edition storage product linked to the Argentina national football team [15]. - Rockchip will showcase audio and machine vision products, with its RK3588 chip being widely applied in various robotic forms [15]. Automotive Innovations - Great Wall Motors will return to CES with its full product line and core technology matrix, focusing on new energy and AI vehicles [17]. Display Technologies - TCL Technology will unveil its "machine king" series of televisions and the world's first printed OLED vehicle display solution [5]. - Hisense will launch a new generation of RGB-Mini LED display technology [5]. - BOE will showcase over 60 cutting-edge display technologies and IoT solutions, including the global debut of the "HERO 2.0 smart cockpit" [19].

Core Viewpoint - A new company, Chengdu Haichuan Zhicon Technology Co., Ltd., has been established with a registered capital of 50 million yuan, focusing on integrated circuit design and information system integration services, among other activities [1] Group 1 - The new company is co-owned by Baiwei Storage (688525) and other stakeholders [1] - The business scope of the new company includes integrated circuit design and import-export of goods [1]

Group 1 - The A-share market for storage chip stocks has shown strong performance, with companies like Puran Co. hitting a 20% limit up, and others such as Hengshuo Co. and Jucheng Co. rising over 13% [1] - Notably, companies like Puran Co., Zhaoyi Innovation, Anji Technology, and others have reached historical highs [1] - According to a TrendForce research report, NAND flash memory chip contract prices are expected to increase by 33%-38% in March, while traditional DRAM contract prices are projected to rise by 55%-60%, indicating strong growth momentum in the memory chip market this year [1] Group 2 - The table lists various companies with their stock performance, including Puran Co. with a market cap of 29 billion and a year-to-date increase of 54.24% [2] - Hengshuo Co. has a market cap of 6.592 billion and a year-to-date increase of 44.06% [2] - Jucheng Co. has a market cap of 24.5 billion and a year-to-date increase of 23.43% [2]

Core Viewpoint - The stock price of Baiwei Storage has shown a significant increase in recent trading periods, despite a slight decline on January 6, 2025, indicating a volatile but upward trend in the company's stock performance [1][2]. Group 1: Stock Performance - Baiwei Storage's stock price decreased by 2.01% on January 6, 2025, reaching 121.61 CNY per share, with a trading volume of 1.38 billion CNY and a turnover rate of 2.41% [1]. - Year-to-date, the stock has increased by 5.94%, with a 7.52% rise over the last five trading days, a 12.59% increase over the last 20 days, and a 26.02% rise over the last 60 days [2]. Group 2: Company Overview - Baiwei Storage, established on September 6, 2010, and listed on December 30, 2022, is located in Shenzhen, Guangdong Province, and specializes in the research, production, and sales of semiconductor storage devices [2]. - The company's main products include smart terminal storage chips, consumer-grade storage modules, industrial-grade storage modules, and advanced packaging and testing services [2]. - The revenue composition of Baiwei Storage is as follows: storage products account for 48.77%, embedded storage products 29.93%, PC storage products 18.12%, and others 3.18% [2]. Group 3: Financial Performance - As of September 30, 2025, Baiwei Storage reported a revenue of 6.575 billion CNY, representing a year-on-year growth of 30.84%, while the net profit attributable to shareholders was 30.41 million CNY, a decrease of 86.67% year-on-year [3]. - The number of shareholders increased to 41,700, up by 14.53%, while the average circulating shares per person decreased by 11.19% to 7,745 shares [3]. Group 4: Institutional Holdings - As of September 30, 2025, major institutional shareholders include E Fund's SSE STAR 50 ETF, holding 11.67 million shares, and Huaxia's SSE STAR 50 Component ETF, holding 11.39 million shares, both showing a decrease in holdings compared to the previous period [3].

Group 1 - Goldman Sachs has updated its global server market forecast, expecting total revenue to reach $433.1 billion, $606.1 billion, and $763.9 billion in 2025, 2026, and 2027 respectively, with year-on-year growth rates of 71%, 40%, and 26% [2] - AI training servers are identified as the core growth engine, with projected revenues of $234.8 billion, $369.8 billion, and $506.2 billion for the same years, reflecting year-on-year growth rates of 97%, 57%, and 37% [2] - The report highlights a structural transformation in the global server market, driven by accelerated ASIC server penetration and significant capital expenditure growth from global cloud service providers, maintaining a high prosperity period from 2025 to 2027 [1][2] Group 2 - ASIC chip penetration in AI servers is expected to increase, with forecasts of 38%, 40%, and 50% for 2025, 2026, and 2027 respectively, up from a previous estimate of 45% for 2027 [3] - The demand for AI chips corresponding to AI servers is projected to reach 11 million, 16 million, and 21 million units in 2025, 2026, and 2027, representing increases of 7%, 17%, and 26% from previous forecasts [3] - The AI rack server market is shifting from reliance on Nvidia to a more diversified competition, with non-Nvidia solutions like AMD's Helios expected to gain market share [4] Group 3 - High-power AI training servers are projected to see significant growth, with shipment forecasts of 692,000, 952,000, and 1,227,000 units for 2025, 2026, and 2027, and corresponding market sizes of $180.2 billion, $205.2 billion, and $251.1 billion [5] - AI inference servers are expected to grow steadily, with shipment forecasts of 470,000, 539,000, and 656,000 units, and market size increasing from $29.8 billion to $48.4 billion from 2025 to 2027 [6] - The general server market is returning to normal growth, with shipment growth rates of 11%, 8%, and 2% for 2025, 2026, and 2027, and revenue growth rates of 51%, 19%, and 5% [7] Group 4 - Key companies in the server supply chain include ODM manufacturers like Wistron, Quanta, and Hon Hai, with Hon Hai being a leader in AI server market share [8] - Liquid cooling manufacturers such as AVC and Auras are highlighted for their roles in the cooling solutions for AI servers, with AVC providing custom cooling solutions for Nvidia's platforms [10][11] - TSMC is recognized as a foundational player in the AI chip and ASIC manufacturing sector, while companies like Chenbro and GCE are noted for their roles in critical components for server manufacturing [12]

证券代码：688525 证券简称：佰维存储 公告编号：2026-002 深圳佰维存储科技股份有限公司 由于王源先生辞职将导致公司董事会及其任职的专门委员会中独立董事所 占比例不符合法律法规以及《公司章程》的有关规定。根据《上市公司独立董事 管理办法》《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》 及《公司章程》等有关规定，王源先生的辞职将在公司股东会选举产生新任独立 董事之日起生效。在公司股东会选举产生新任独立董事之前，王源先生将按照有 关法律法规及《公司章程》的规定，继续履行公司独立董事及董事会专门委员会 委员的相关职责。同时公司将根据相关法律法规的规定尽快完成独立董事、董事 会提名委员会主任委员、董事会审计委员会委员、董事会薪酬与考核委员会委员 的补选工作。 一、独立董事离任情况 | | | | | | | 原定任 | 离任原 | 是否继续在 上市公司及 | 具体职 | 是否存在 未履行完 | | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 离任职务 | 离任时间 | 期到期 | 因 | 其控股子公 | 务（如适 | 毕 ...

Core Viewpoint - The company announced the resignation of independent director Wang Yuan due to personal work adjustments, which will lead to a non-compliance in the proportion of independent directors on the board [1] Group 1 - Wang Yuan has submitted a written resignation report, resigning from his positions as independent director, chairman of the nomination committee, member of the audit committee, and member of the compensation and assessment committee [1] - Following the resignation, Wang Yuan will no longer hold any position within the company [1] - The company plans to complete the necessary supplementary election for the independent director positions to comply with regulations [1]

Core Viewpoint - The company announced the resignation of independent director Wang Yuan due to personal work adjustments, effective immediately after the resignation [1] Group 1 - Wang Yuan has submitted a written resignation report to the company's board of directors [1] - The resignation includes his positions as the chairman of the board's nomination committee, a member of the board's audit committee, and a member of the board's compensation and assessment committee [1] - After the resignation takes effect, Wang Yuan will no longer hold any positions within the company [1]

Core Viewpoint - The semiconductor sector is experiencing significant growth, with the ChiNext 50 ETF (588000) showing a notable increase of 4.16%, driven by strong performances from key companies in the industry [1] Group 1: Market Performance - The ChiNext 50 ETF (588000) saw a trading volume of 5.052 billion yuan, with only 2 stocks declining among its constituents [1] - Notable gains were observed in the semiconductor sector, with companies like Zhongwei Company rising by 14.03%, Lanke Technology by 7.98%, and Baichu Electronics by 7.93% [1] Group 2: Future Outlook - Zhejiang Securities predicts that the semiconductor equipment index will significantly outperform the market by 2025, with current valuations at the 28th percentile [1] - The front-end equipment is experiencing sustained high revenue growth, while profit growth is structurally slowing; conversely, back-end equipment is witnessing explosive growth with significantly improved net profit margins [1] Group 3: Sector Composition - The ChiNext 50 ETF (588000) tracks the ChiNext 50 Index, with 66.39% of its holdings in the electronics sector and 4.73% in the computer sector, totaling 71.12% [1] - The ETF aligns well with the development directions of cutting-edge industries such as artificial intelligence and robotics, while also covering various sub-sectors like semiconductors, medical devices, software development, and photovoltaic equipment [1]