Core Viewpoint - The company, Baiwei Storage (688525.SH), aims to enhance its industry chain layout by investing in high-quality upstream and downstream enterprises, fostering resource sharing, technological complementarity, and market synergy to improve overall operational efficiency and core competitiveness, while creating long-term value for shareholders [1] Investment Details - The company's wholly-owned subsidiary, Hainan Nanbaisuan, plans to invest RMB 20 million to acquire 380,066 shares of Niu Xin Semiconductor, representing 0.8446% of its total share capital [1] - The investment includes RMB 10 million for acquiring 190,033 shares from Chao Yue Moore and RMB 10 million for acquiring 190,033 shares from Suzhou Haisong [1] Shareholder Information - Other significant shareholders of the target company include the National Integrated Circuit Fund Phase II, which holds over 5% of shares, and Xu Linxian, the mother of the company's actual controller and major shareholder Sun Chengsi, who intends to acquire 0.8446% equity in the target company [1] Transaction Nature - The transaction constitutes a related party transaction due to the involvement of associated parties but does not qualify as a major asset restructuring [1]

Core Viewpoint - The storage chip sector is experiencing a significant rally, with several companies seeing substantial stock price increases due to rising prices of HBM3E memory chips announced by major suppliers [1] Group 1: Company Performance - Dongxin Co., Ltd. saw its stock price increase by over 11% [1] - Baiwei Storage and Canxin Co., Ltd. both experienced stock price increases of over 7% [1] - Other companies such as Xiangnong Chip, Jiangbolong, Shenkong Co., Ltd., Purain Co., Ltd., and Kaipu Cloud also followed the upward trend [1] Group 2: Market Dynamics - Major storage suppliers, including Samsung Electronics and SK Hynix, have raised the prices of HBM3E memory chips by nearly 20% for the upcoming year [1]

Core Viewpoint - On December 30, a total of 7 listed companies will have their restricted shares unlocked, with a total market value of approximately 11.55 billion yuan [1]. Group 1: Company Specifics - Lisheng Pharmaceutical (Stock Code: 002393) will unlock 497,000 shares under equity incentive restrictions [1]. - Xuefeng Technology (Stock Code: 603227) will unlock 97.6172 million shares from the issuance of A-shares to institutional investors [1]. - Su Yan Jingshen (Stock Code: 603299) will unlock 622,700 shares under equity incentive restrictions [1]. - Qianhe Flavoring (Stock Code: 603027) will unlock 2.043 million shares under equity incentive restrictions [1]. - Hongming Co., Ltd. (Stock Code: 301105) will unlock 3.375 million shares from pre-issuance restrictions [1]. - Fulede (Stock Code: 301297) will unlock 200 million shares from pre-issuance restrictions [1]. - Baiwei Storage (Stock Code: 688525) will unlock 11.4 million shares [1].

（文章来源：证券日报） 证券日报网讯 12月29日，佰维存储在互动平台回答投资者提问时表示，公司积极拓展具身智能领域头 部客户，请以公司公开披露的信息为准。 ...

Group 1 - The Shanghai and Shenzhen Stock Exchanges announced a series of fee reduction measures for 2026, with an estimated total reduction exceeding 1.9 billion yuan, benefiting stocks, funds, and bonds across all trading stages [2] - The Ministry of Finance emphasized the continuation of a more proactive fiscal policy in 2026, focusing on expanding fiscal expenditure, optimizing government bond tools, and enhancing the effectiveness of transfer payments [3][4][5] - The People's Bank of China aims to significantly increase the scale and proportion of various long-term funds invested in A-shares, promoting a healthy cycle between capital markets and the real economy [6] Group 2 - The establishment of the humanoid robot and embodied intelligence standardization committee by the Ministry of Industry and Information Technology aims to enhance high-quality standard supply and promote the application of these technologies [7] - Wall Street saw a decline in commercial aerospace concept stocks, while international silver prices surged over 10%, indicating market volatility [10] - The upcoming IPO of Wall Street's first GPU company, Birran Technology, is set for January 2, 2026, with an expected price range of 17.00 to 19.60 HKD per share [8]

Group 1 - December PMI data will be released on December 31, with November manufacturing PMI at 49.2%, an increase of 0.2 percentage points from October, indicating improved economic conditions [1] - The non-manufacturing business activity index for November is at 49.5%, a decrease of 0.6 percentage points from October, suggesting a decline in service sector activity [1] - The comprehensive PMI output index for November stands at 49.7%, down 0.3 percentage points from October, reflecting overall economic contraction [1] Group 2 - The 2025 Shenzhen Brain Conference is being held from December 28 to 30, aiming to create a platform for industry integration and innovation [2] - The purchase tax for new energy vehicles will be adjusted to a 50% reduction starting January 1, 2026, changing the maximum tax exemption from 30,000 yuan to 15,000 yuan per vehicle [3] Group 3 - A total of 622.7 billion yuan in reverse repos will mature next week, with significant amounts maturing on specific days, including 470.1 billion yuan on Sunday [4] - Next week, the market will see a significant decrease in the scale of locked-up shares being released, with only 3 trading days due to the New Year holiday, totaling 3.683 billion shares worth approximately 58.097 billion yuan [5] Group 4 - Specific companies with significant lock-up share releases include Baiwei Storage and Yingxi Network, each with a release value exceeding 10 billion yuan [5] - Detailed data on individual companies releasing shares includes various firms with their respective release dates, quantities, and market values [6][7] Group 5 - There are no new stock issuances planned for the upcoming week, with only three trading days available [8]

Group 1 - During the period from December 29 to December 31, 19 stocks will have a market value of over 100 million yuan released from restrictions [1] - A total of 34 stocks will have restricted shares unlocked during the same period [1] - Companies such as Baiwei Storage and Yingstone Network will see their unlocked market value exceed 10 billion yuan [1]

Group 1 - The stock of Baiwei Storage increased by 2.32%, closing at 113.10 yuan, with a significant block trade of 17,800 shares totaling 2.0132 million yuan [1] - The first transaction price was 113.10 yuan for 17,800 shares, with a premium rate of 0.00%, involving CITIC Securities Shanghai Branch as the buyer and CITIC Securities South China Branch in Foshan as the seller [1] - Over the past three months, Baiwei Storage has recorded 44 block trades with a total transaction amount of 507 million yuan, and in the last five trading days, the stock has risen by 3.38% despite a net outflow of 416 million yuan from main funds [1]

Group 1 - The core transaction involved 17,800 shares of Baiwei Storage, with a total transaction value of 2.0132 million yuan, representing 0.09% of the total trading volume for the day [1] - The transaction price was 113.1 yuan, which was consistent with the market closing price of 113.1 yuan [1] Group 2 - The transaction occurred on December 26, 2025, with the stock code 688525 for Baiwei Storage [2] - The buying brokerage was CITIC Securities Co., Ltd. Shanghai Branch, while the selling brokerage was CITIC Securities South China Securities Co., Ltd. Foshan Branch [2]

Group 1 - The company and its subsidiaries have not developed HBM products [1]