Core Viewpoint - The stock price of Baiwei Storage has experienced fluctuations, with a recent decline of 2.01% despite a year-to-date increase of 70.32% [1][2]. Group 1: Stock Performance - As of December 23, Baiwei Storage's stock price is 105.55 yuan per share, with a market capitalization of 49.261 billion yuan [1]. - The stock has seen a decrease of 1.11% over the last five trading days, a slight increase of 0.53% over the last 20 days, and a significant rise of 24.94% over the last 60 days [2]. Group 2: Company Overview - Baiwei Storage, established on September 6, 2010, specializes in the research, production, and sales of semiconductor storage devices, including smart terminal storage chips and various storage modules [2]. - The company's revenue composition includes 48.77% from storage products, 29.93% from embedded storage, 18.12% from PC storage, and smaller percentages from other services [2]. Group 3: Financial Performance - For the period from January to September 2025, Baiwei Storage reported a revenue of 6.575 billion yuan, reflecting a year-on-year growth of 30.84%, while the net profit attributable to shareholders decreased by 86.67% to 30.414 million yuan [3]. - As of September 30, 2025, the number of shareholders increased by 14.53% to 41,700, 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, which holds 11.6705 million shares, and Huaxia's SSE STAR 50 Component ETF, holding 11.3942 million shares, both showing a decrease in holdings compared to the previous period [3].

Core Viewpoint - The company is committed to a global development strategy, establishing localized services and marketing teams in key markets outside of China, including the Americas, India, and Europe [2] Group 1: Global Strategy - The company has built local service, production, and marketing teams in key markets outside of China [2] - The company collaborates deeply with local partners to respond quickly to local demands and steadily increase market share [2] Group 2: Market Presence - The company's products are sold in over 60 countries and regions, including Hong Kong, the Americas, Southeast Asia, and Europe [2]

证券代码：688525 证券简称：佰维存储 公告编号：2025-099 深圳佰维存储科技股份有限公司 关于首次公开发行前的部分限售股上市流通公告 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首发限售股份；股票认购方式为网下，上市股数为 113,936,000股。 本次股票上市流通总数为113,936,000股。 本次股票上市流通日期为2025 年 12 月 30 日。 一、本次上市流通的限售股类型 经中国证券监督管理委员会《关于同意深圳佰维存储科技股份有限公司首次 公开发行股票注册的批复》（证监许可[2022]2860 号）同意，深圳佰维存储科技股 份有限公司（以下称"公司"）首次向社会公众公开发行人民币普通股（A 股） 43,032,914 股，并于 2022 年 12 月 30 日在上海证券交易所科创板上市。 本次上市流通的限售股为首次公开发行前的部分限售股，对应首次公开发行 的部分限售股股东数量 8 名，限售期为自公司股票上市之日起三十六个月内，该 部分限售股股东对应的股份数 1 ...

Group 1 - The core point of the news is that Baiwei Storage announced that approximately 114 million restricted shares will be unlocked and listed for trading on December 30, 2025, which accounts for 24.41% of the company's total share capital [1] - As of the latest report, Baiwei Storage has a market capitalization of 51.1 billion yuan [3] Group 2 - For the year 2024, Baiwei Storage's revenue composition indicates that integrated circuits account for 96.31% of total revenue, while other businesses contribute 3.69% [2]

本次上市流通的限售股为首次公开发行的部分限售股，对应首次公开发行的 部分限售股股东数量 8 名，限售期为自公司股票上市之日起三十六个月内，该部 分限售股股东对应的股份数 113,936,000 股，占公司目前总股本的 24.41%；现锁 定期即将届满，将于 2025 年 12 月 30 日起上市流通。 二、本次上市流通的限售股情况 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 首次公开发行部分限售股上市流通的核查意见 华泰联合证券有限责任公司（以下简称"华泰联合"或"保荐人"）作为深 圳佰维存储科技股份有限公司（以下简称"佰维存储"或"公司"）的向特定对 象发行 A 股股票的保荐人，根据《中华人民共和国公司法》《中华人民共和国证 券法》《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》 及《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》等有关 规定，对佰维存储首次公开发行部分限售股上市流通事项进行了核查，具体情况 如下： 一、本次上市流通的限售股类型 经中国证券监督管理委员会《关于同意深圳佰维存储科技股份有限公司首次 公开发行股票注册的批复》（证监许可[202 ...

"这是我从事存储行业以来见过的最猛一次涨价。" 一名资深的存储产业高管感慨道。 10月以来，受AI需求推动，三星、海力士、美光、闪存等巨头不断上调产品价格，存储行业开 启了"超级周期"。期间，三星电子等一度暂停DDR5 DRAM合约报价，引发供应链"断粮"危 机。 瑞银预计，今年第四季度，DDR（双倍数据率内存）合约定价预计季增35%、NAND（闪存） 价格上涨20%， 这一轮涨价幅度远超此前预期 。不仅如此，2026年第一季的DDR合约价，更 将进一步上涨 30% ，NAND价格上涨 20% 。 相关影响很快传导至A股市场。Wind数据显示，今年下半年以来，香农芯创、东芯股份、江波 龙、佰维存储股价分别上涨了294.51%、291.19%、195.51%、67.17%。时间拉长来看，截至 12月18日， 香农芯创年内涨幅已超394%，东芯股份年内涨近382%。 | 序号 名称 | | 现价 | 涨跌幅 | 换手率 | 市智率 | 年初至今 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 东芯股份 | 119.94 с | 7.00% | 5.54% ...

证券代码：688525 证券简称：佰维存储 公告编号：2025-098 （一）股东会召开的时间：2025年12月17日 （二）股东会召开的地点：广东省深圳市南山区留仙大道3370号南山智园崇文园区2号楼3楼西丽湖人才 服务中心T2会务空间 （三）出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及其持有表决权数量的情 况： ■ 注：截止本次股东会股权登记日的总股本为466,708,301股，其中，公司回购专用账户股份数为411,239 股，不享有股东会表决权，故公司本次股东会表决权股份总数为466,297,062股。 深圳佰维存储科技股份有限公司 2025年第四次临时股东会决议公告 本公司董事会及全体董事保证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： ● 本次会议是否有被否决议案：无 一、会议召开和出席情况 （四）表决方式是否符合《公司法》及公司章程的规定，股东会主持情况等。 本次股东会由公司董事会召集，公司董事长孙成思先生现场主持会议，会议 采取现场投票和网络投票相结合的表决方式进行表决。本次股东会的召集和召开 程序、 ...

Group 1: Market Overview - The global storage chip market is experiencing significant structural changes due to a shortage and price surge, leading major PC manufacturers to raise product prices, with Dell increasing prices across its commercial computer range [1] - The driving force behind this price increase is the shift in AI development from training to application, resulting in a surge in demand for storage chips as they become strategic components in AI infrastructure [1] - Omdia forecasts that semiconductor industry revenue will reach a record high of $216.3 billion by Q3 2025, with a quarter-over-quarter growth of 14.5%, driven by storage chips and AI accelerators [1] Group 2: Industry Insights - Northeast Securities reports that the storage industry has passed its cyclical bottom, benefiting from the real demand explosion driven by AI infrastructure, leading to continuous chip price increases [2] - The demand for materials is expected to rise due to the expansion of domestic storage chip manufacturers [2] - The report from Zhongyou Securities highlights the increasing demand for plating solutions and photoresists in the storage chip sector, driven by advancements in HBM and 3D NAND technologies [2] Group 3: Key Companies in Storage Chip Sector - Zhaoyi Innovation (兆易创新) is a leading storage chip designer with a market share of 18.5% in global NOR Flash and has begun mass production of DDR4 DRAM in collaboration with Hefei Changxin [2] - Lanke Technology (澜起科技) holds over 40% market share in DDR5 memory interface chips and benefits from the increasing penetration of AI servers [2] - Baiwei Storage (佰维存储) specializes in embedded storage and PCIe SSDs, with products suitable for AI PCs and cloud service providers [3] Group 4: Storage Modules and Controllers - Jiangbolong (江波龙) is a leading domestic storage module company with over 100 million self-developed controller chips deployed [4] - Shannon Chip (香农芯创) is a core agent for SK Hynix, entering the Alibaba Cloud supply chain with its enterprise SSDs [4] - Demingli (德明利) focuses on self-developed storage controller chips and has accelerated the domestic replacement of its products [4] Group 5: Packaging and Manufacturing - Changdian Technology (长电科技) is the third-largest packaging and testing company globally, with a 25% market share in storage packaging [6] - SMIC (中芯国际) is a key player in domestic storage chip manufacturing, providing foundry services for NOR Flash and embedded storage chips [6] - Huahong (华虹公司) specializes in unique process storage chip foundry services, supporting production for IoT and automotive electronics [6] Group 6: Upstream Equipment and Materials - Northern Huachuang (北方华创) supplies core equipment for storage chip manufacturing, with growing orders for etching and deposition equipment [7] - Tuojing Technology (拓荆科技) leads in PECVD equipment, facilitating the expansion of storage capacity for major manufacturers [7] - Yake Technology (雅克科技) is a leading supplier of storage chip materials, breaking overseas monopolies and entering the supply chains of major global storage manufacturers [7] Group 7: Supporting Chips and Ecosystem - Jucheng Co. (聚辰股份) holds over 30% market share in DDR5 SPD chips, supporting platforms like NVIDIA H100 [8] - Guoxin Technology (国芯科技) is a leader in RAID storage chips, enhancing data security and performance for enterprise storage systems [8]

佰维存储（688525.SH）12月17日在投资者互动平台表示，公司及子公司未与华为合作开发HBM产品。 （记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：董秘您好！贵司子公司芯成汉奇是否与华为有合作开 发HBM产品？ ...

锦天城律师事务所 法律意见书 上海市锦天城（深圳）律师事务所 上海市锦天城（深圳）律师事务所 关于深圳佰维存储科技股份有限公司 2025年第四次临时股东会的 法律意见书 地址：深圳市福田区福华三路卓越世纪中心 1 号楼 21、22、23 层 电话：0755-82816698 传真：0755-82816898 锦天城律师事务所 法律意见书 关于深圳佰维存储科技股份有限公司 上海市锦天城（深圳）律师事务所（以下简称"本所"）接受深圳佰维存储科 技股份有限公司（以下简称"公司"）的委托，根据《中华人民共和国公司法》（以 下简称《公司法》）、《上市公司股东会规则》（以下简称《股东会规则》）等 法律、法规和规范性文件及《深圳佰维存储科技股份有限公司章程》（以下简称 《公司章程》）的有关规定，指派本所律师出席了公司 2025 年第四次临时股东 会（以下简称"本次股东会"），就本次股东会相关事宜发表法律意见。 为出具本法律意见书，本所律师查阅了按规定需要查阅的文件以及本所律师 认为必须查阅的其他文件。在公司保证提供了本所为出具本法律意见书所要求公 司提供的原始书面材料、副本材料、复印材料、确认函或证明，提供给本所的文 件和 ...