Group 1 - The core viewpoint of the article highlights a significant surge in the storage chip sector, driven by strong performance in both the US and Korean markets, which has positively impacted A-share storage chip stocks [1] - Morgan Stanley predicts that the memory market will tighten by 2026, with manufacturing constraints and stronger demand leading to sustained price increases. The firm has raised its average price forecasts for DRAM by 62% and NAND by 75% for 2026 [1] - Macronix, a Taiwanese storage manufacturer, announced a 100% price increase for NAND products and a 50% increase for NOR products in the first quarter of 2026 [1] Group 2 - Notable stock performances include Jiangbolong, which rose over 14%, and Shanghai Xinyang and Xiechuang Data, both increasing by over 12%. Other companies like Raytheon Defense and Zhaoyi Innovation reached the daily limit of 10% increase [2] - The total market capitalization of Jiangbolong is 117.4 billion, while Shanghai Xinyang stands at 22.4 billion, and Xiechuang Data at 65.4 billion [2] - The MACD golden cross signal formation indicates a positive trend for these stocks, suggesting a favorable market outlook [2]

Group 1 - The A-share market opened high on January 5, with the Sci-Tech 50 Index initially rising by 2%, and the Sci-Tech 50 ETF (588000) reaching a maximum increase of 2.26% during early trading [1] - The storage sector saw significant gains, with companies like Baiwei Storage up by 8.76%, Zhongwei Electronics by 7.73%, and Western Superconducting by 7.27%, while several others rose over 5% [1] - DeepSeek announced a new architecture called mHC (manifold-constrained hyperconnection) on January 1, which is expected to enhance computing efficiency and training stability [1] Group 2 - The Sci-Tech 50 ETF (588000) tracks the Sci-Tech 50 Index, with 69.39% of its holdings in the electronics sector and 4.88% in the computer sector, totaling 74.27%, aligning well with the development of cutting-edge industries like AI and robotics [2] - The ETF also covers various sub-sectors including medical devices, software development, and photovoltaic equipment, indicating a high content of hard technology [2] - Investors optimistic about the long-term development prospects of China's hard technology are encouraged to continue monitoring this ETF [2]

国家知识产权局信息显示，深圳佰维存储科技股份有限公司、成都佰维存储科技有限公司取得一项名 为"硬盘巡检方法及电子设备"的专利，授权公告号CN120375905B，申请日期为2025年6月。 天眼查资料显示，深圳佰维存储科技股份有限公司，成立于2010年，位于深圳市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本46670.8301万人民币。通过天眼查大数据分 析，深圳佰维存储科技股份有限公司共对外投资了9家企业，参与招投标项目16次，财产线索方面有商 标信息160条，专利信息480条，此外企业还拥有行政许可43个。 来源：市场资讯 成都佰维存储科技有限公司，成立于2019年，位于成都市，是一家以从事软件和信息技术服务业为主的 企业。企业注册资本2000万人民币。通过天眼查大数据分析，成都佰维存储科技有限公司共对外投资了 3家企业，专利信息166条，此外企业还拥有行政许可1个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

上市公司名称：深圳佰维存储科技股份有限公司 股票简称：佰维存储 股票代码：688525 股票上市地点：上海证券交易所 信息披露义务人1：孙静 住所及通讯地址：广东省深圳市 信息披露义务人2：孙亮 住所及通讯地址：广东省惠州市 信息披露义务人3：徐健峰 住所及通讯地址：广东省深圳市 深圳佰维存储科技股份有限公司 简式权益变动报告书 信息披露义务人4：佰盛（深圳）企业管理咨询合伙企业（有限合伙） 住所及通讯地址：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 信息披露义务人5：佰泰（深圳）企业管理咨询合伙企业（有限合伙） 住所及通讯地址：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4栋4层 信息披露义务人6：泰德盛（深圳）企业管理合伙企业（有限合伙） 住所及通讯地址：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4栋4层 信息披露义务人7：深圳方泰来企业管理合伙企业（有限合伙） 住所及通讯地址：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4栋4 ...

深圳佰维存储科技股份有限公司 简式权益变动报告书 上市公司名称：深圳佰维存储科技股份有限公司 股票简称：佰维存储 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券 法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则 第15号——权益变动报告书》及相关的法律、法规和规范性文件编写本报告书。 股票代码：688525 股票上市地点：上海证券交易所 信息披露义务人1：孙成思 住所及通讯地址：广东省深圳市 信息披露义务人2：孙日欣 住所及通讯地址：广东省深圳市 股份变动性质：一致行动协议到期，一致行动关系自然终止，信息披露义务人孙 成思与原一致行动人所持有公司的股份不再合并计算 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人所任职或持有权益公司的章程或者内部规则中的任何条款，或 与之相冲突。 签署日期：2025年12月 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人在深圳佰维存储科技股份有限公司中拥有权 益的股份变动情况。 四、截至本报告书签署之日，除本报告书披露的持股信息 ...

证券代码:688525 证券简称:佰维存储 公告编号：2026-001 深圳佰维存储科技股份有限公司 关于控股股东、实际控制人一致行动协议到期终止暨 权益变动的提示性公告 本次权益变动后，孙静、孙亮、徐健峰、深圳佰盛、深圳佰泰、深圳泰 德盛、深圳方泰来（以下合称"原一致行动人"或"各方"）不再为公司控股股 东、实际控制人孙成思的一致行动人，各方所持有公司的股份所具有表决权的数 量不再合并计算。孙成思直接持有公司股份 82,307,800 股，占公司总股本的比例 为 17.69%，孙静直接持有公司股份 5,000,000 股，占公司总股本的 1.07%；孙亮 直接持有公司股份 4,000,000 股，占公司总股本的 0.86%；徐健峰直接持有公司 股份 6,042,000 股，占公司总股本的 1.30%；深圳佰盛直接持有公司股份 2,000,000 股，占公司总股本的 0.43%；深圳佰泰直接持有公司股份 8,000,000 股，占公司 总股本的 1.72%；深圳泰德盛直接持有公司股份 2,800,000 股，占公司总股本的 0.60%；深圳方泰来直接持有公司股份 5,200,000 股，占公司总股本的 1.1 ...

Group 1 - The Ministry of Finance announced that individuals selling residential properties purchased for more than two years will be exempt from value-added tax starting January 1, 2026 [1] - The National Development and Reform Commission (NDRC) released a plan to optimize the "Two New" policy for 2026, expanding support to various sectors including old community elevator installations and consumer goods replacement [2] - A special bond issuance of 625 billion yuan has been approved to support the "Two New" policy, aimed at boosting consumer demand during peak seasons [2] Group 2 - The Ministry of Commerce and eight other departments issued detailed guidelines for the 2026 vehicle replacement subsidy program, offering significant financial incentives for scrapping older vehicles [2] - China National Airlines announced a purchase agreement for 60 Airbus A320NEO aircraft, with a total catalog price of approximately 9.53 billion USD, to be delivered between 2028 and 2032 [4] - Zijin Mining expects a net profit increase of approximately 59%-62% for 2025, projecting a profit of around 51-52 billion yuan [4] Group 3 - Tianpu Co. announced a stock suspension for verification after a significant price increase of 718.39% from August 22 to December 30 [5] - Guotou Zhonglu plans to acquire 100% of China Electronic Engineering Design Institute for 6.026 billion yuan, with a premium of 147.4% over the asset's book value [6] - Shengxin Lithium Energy intends to acquire a 30% stake in Qicheng Mining for 2.08 billion yuan, which is developing a lithium mine with a production capacity of 3 million tons per year [6] Group 4 - Haoshi Electromechanical reported small-scale applications of its products in leading commercial aerospace companies, indicating potential for increased orders in the growing market [7] - Jinpan Technology signed a contract for an overseas data center project worth approximately 696 million yuan, which is expected to positively impact the company's long-term performance [8] - Salt Lake Co. plans to acquire a 51% stake in Wenkang Salt Lake for 4.605 billion yuan, aiming to enhance its competitive position in the lithium and potassium resource market [9] Group 5 - Zhaofeng Co. announced a 1.53 billion yuan investment in the industrialization of intelligent robots and high-end precision components for automotive smart driving [10] - Baiwei Storage's subsidiary plans to acquire shares in Niu Xin Semiconductor, focusing on high-speed interconnect technology and related solutions [10]

Industry News - The Ministry of Finance and the State Administration of Taxation announced a new policy on the value-added tax for personal housing sales, effective from January 1, 2026. Homes sold within two years of purchase will incur a 3% VAT, while those sold after two years will be exempt from VAT [3]. - The Ministry of Education plans to continue promoting artificial intelligence in education, with related policy documents expected to be released next year [3]. - The Ministry of Industry and Information Technology and other departments issued a digital transformation implementation plan for the automotive industry, aiming for significant improvements in manufacturing capabilities and digital levels by 2027 [3]. - In November 2025, global automobile sales reached 8.59 million units, a year-on-year increase of 1%, with China's global market share rising to 40%, up 1 percentage point from the previous year [3]. - A new generation of the Honghu HH-200 commercial drone developed by Aviation Industry Corporation of China was unveiled, marking a breakthrough in low-altitude logistics transportation technology [4]. - In 2026, China will accelerate the construction of a digital economy, implementing the "East Data West Computing" project and fostering a national integrated data market [4]. - The Beijing Municipal Health Commission issued measures to support the innovation and development of the artificial intelligence industry in the healthcare sector for 2026-2027 [4]. Company News - Tianpu Co., Ltd. announced a cumulative stock price increase of 718.39% from August 22 to December 30, leading to a suspension for verification [5]. - Zijin Mining announced a projected net profit increase of 59%-62% for 2025, driven by rising sales prices of gold, copper, and silver [5]. - Wuzhou New Spring reported a recent reduction of 2.73% in total share capital by its controlling shareholder [5]. - Superjet Co., Ltd. announced the completion of its controlling shareholder's reduction plan [5]. - Jinpan Technology signed a contract for an overseas data center project worth approximately 696 million yuan [5]. - Shengxin Lithium Energy plans to acquire a 30% stake in Qicheng Mining for 2.08 billion yuan, with the latter's lithium mine under development [5]. - Mindray Bio-Medical Electronics announced a cash acquisition of 100% of Wuhan Bikaier Rescue Supplies Co., Ltd., expected to constitute a major asset restructuring [5]. - China National Airlines plans to purchase 60 Airbus A320NEO aircraft at a total catalog price of approximately 9.53 billion USD, with deliveries scheduled between 2028 and 2032 [5].

Company Announcements - Tianpu Co., Ltd. has seen a cumulative increase of 718.39% in stock price from August 22 to December 30, leading to a suspension for verification starting December 31, 2025 [1] - Dongjie Intelligent has terminated its major asset restructuring plan and will resume trading on December 31, 2025 [2] - Zijin Mining expects a net profit increase of 59%-62% for 2025, with significant increases in the sales prices of gold, copper, and silver [2] - Jinpan Technology signed a contract for an overseas data center project worth approximately 696 million yuan [3] - Yanhai Co., Ltd. plans to acquire 51% of Wenkang Salt Lake for 4.605 billion yuan to enhance its salt lake industry base [5] - Shengxin Lithium Energy intends to acquire 30% of Qicheng Mining for 2.08 billion yuan, which is developing a lithium mine with an annual capacity of 3 million tons [7] - Mingde Bio plans to acquire 100% of Wuhan Bikaier Rescue Supplies Co., Ltd. in a significant asset restructuring [8] - Guotou Zhonglu plans to issue shares to acquire 100% of China Electronics Engineering Design Institute for 6.026 billion yuan [9] - Zhaoxing Co., Ltd. plans to invest 1.53 billion yuan in intelligent robotics and high-precision components for automotive applications [10] Stock Movements - Chaojie Co., Ltd. reported a reduction of 3.00% in shares by its controlling shareholder from November 25 to December 29, 2025 [6] - Five Continents New Spring's third-largest shareholder reduced holdings by 2.73% from November 3 to December 29, 2025 [13] - Zhongju Gaoxin plans to repurchase shares worth 300 million to 600 million yuan for capital reduction [20] Contracts and Projects - Zhejiang Construction signed an 18 billion yuan construction contract for a campus project [23] - Shen Si Electronics won a 199.8 million yuan project for low-altitude flight management services in Jinan [24] - Wangfujing signed a contract for a duty-free project at Beijing Capital International Airport, with a minimum operating fee of 113 million yuan [25] Investments and Financing - Tianyuan Co., Ltd. plans to invest 1.483 billion yuan in a titanium dioxide project [15] - Zhongke Co., Ltd. plans to invest 1.741 billion yuan in an expansion project for lead-zinc mining [16] - Zongheng Co., Ltd. plans to raise up to 548 million yuan for drone systems and AI technology projects [26]

Group 1 - Deeply Housing A's controlling shareholder has decided to terminate the agreement to transfer 7.07% of the company's shares to Dongfang Asset, which will not lead to any changes in the controlling shareholder or actual controller of the company [1] - Wuzhou New Spring's controlling shareholder has reduced its stake by 2.73%, with a total of 9.99 million shares sold, and confirmed that there are no undisclosed significant matters affecting the company's stock price [2] - Baiwei Storage's subsidiary plans to acquire 380,066 shares of Niu Xin Semiconductor for 20 million yuan, representing 0.8446% of its total share capital, focusing on high-speed transmission and interconnection technology [3] Group 2 - Zhaofeng Co. plans to change part of its raised funds to invest in the industrialization of embodied intelligent robots and high-end precision components for automotive intelligent driving, with a total investment of 153 million yuan [4] - Tianpu Co. has seen its stock price increase by 718.39% from August 22 to December 30, leading to a suspension for verification due to significant deviation from the company's fundamentals [5] - Jingce Electronics has signed contracts to sell semiconductor front-end detection equipment worth a total of 571 million yuan [6] Group 3 - Jiamei Packaging has announced that it may apply for a suspension of trading if its stock price continues to rise abnormally, despite no significant changes in its fundamentals [7] - Zijin Mining expects a net profit of approximately 51 billion to 52 billion yuan for 2025, an increase of 59%-62% year-on-year, driven by rising sales prices of gold, copper, and silver [8][9] - Mingde Bio plans to acquire 100% equity of Wuhan Bikaier Rescue Supplies Co., which is expected to constitute a major asset restructuring [10] Group 4 - Shengxin Lithium Energy intends to acquire a 30% stake in Qicheng Mining for 2.08 billion yuan, with the latter's lithium mine development progressing [11] - Chaojie Co.'s controlling shareholder has completed a share reduction plan, reducing its stake to 45.37% without affecting the company's control [12] - Shichuang Energy's actual controller has undergone a change in indirect shareholding due to a divorce, but this will not affect the company's control [13] Group 5 - Yilake Co. plans to acquire 51% of Wuku Salt Lake for 4.605 billion yuan, which will become a subsidiary of the company upon completion of the transaction [14] - Various companies have reported significant contract wins, including Changjiang Electric Power's cash dividend distribution and multiple projects won by China Western Electric [18]