机构持仓方面，截止2025年9月30日，普冉股份十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股196.24万股，为新进股东。南方中证1000ETF（512100）位居第八大流通股东，持股80.98 万股，相比上期减少2.64万股。信澳新能源产业股票A（001410）退出十大流通股东之列。 融券方面，普冉股份12月23日融券偿还900.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量1.08万股，融券余额132.87万元，超过近一年80%分位水平，处于高位。 责任编辑：小浪快报 12月23日，普冉股份跌1.87%，成交额8.05亿元。两融数据显示，当日普冉股份获融资买入额1.42亿 元，融资偿还9681.34万元，融资净买入4551.63万元。截至12月23日，普冉股份融资融券余额合计9.67 亿元。 分红方面，普冉股份A股上市后累计派现1.05亿元。近三年，累计派现6530.50万元。 融资方面，普冉股份当日融资买入1.42亿元。当前融资余额9.66亿元，占流通市值的5.29%，融资余额 超过近一年90%分位水平，处于高位。 资料显示，普冉半导体(上海)股份有限公司 ...

（文章来源：每日经济新闻） 每经AI快讯，存储芯片板块开盘走强，精智达、珂玛科技涨超10%，精测电子、成都华微、长川科技、 普冉股份、立昂微跟涨。 ...

Group 1 - The semiconductor industry has become a hotbed for mergers and acquisitions, with 206 related events reported since the announcement of the "merger six rules" last September, averaging one event every two days, including 16 major asset restructurings [1][2] - However, since December, there has been a noticeable slowdown in A-share semiconductor mergers, with several companies, including Haiguang Information and SIRUI, announcing the termination of significant asset restructuring plans [1][5] - Cross-industry mergers are increasingly common, with companies from different sectors, such as outdoor brands and retail, entering the semiconductor space to diversify and seek new growth opportunities [1][8] Group 2 - The semiconductor sector is viewed as the foundation of digitalization and intelligence, making it a focal point for global competition and resource allocation [2][10] - Mergers and acquisitions are seen as essential for companies to overcome technological barriers and expand market share, necessitating clear industry judgment and effective post-merger integration capabilities [2][9] - Recent statistics indicate that 11 semiconductor-related merger announcements were made in early December alone, covering various fields such as semiconductor equipment and chip design [4] Group 3 - Notable recent mergers include the acquisition of a 49% stake in Zhuhai Noah Changtian Storage Technology by Puran Co., which aims to enhance its non-volatile storage product layout [4] - Conversely, several companies, including Haiguang Information and Chipone, have terminated their merger plans due to disagreements on core transaction terms and market conditions [5][7] - Industry experts suggest that the current trend of merger terminations is normal, as various factors influence negotiations, and future opportunities for mergers may still arise [7][12] Group 4 - The end-of-year surge in semiconductor mergers is attributed to a combination of capital market dynamics, policy support, and industry growth, with over 20 companies currently pursuing IPOs in the semiconductor sector [10][11] - The semiconductor industry is characterized by high research and development risks and significant capital requirements, making cross-industry mergers particularly challenging for traditional companies [12]

证券日报网讯12月18日，普冉股份在互动平台回答投资者提问时表示，公司持续保持对欧盟市场的业务 拓展，近两年有实现对欧盟国家的出口。 ...

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]

今日提示 ·12月17日，沐曦股份在上海证券交易所科创板上市。 ·2025小米人车家全生态合作伙伴大会12月17日举行。 ·2025中国人工智能产业创新发展大会12月17日开幕。 ·2025年我国牵头制定ISO、IEC国际标准275项，新提国际标准提案459项。据介绍，今年四季度，在 5G、半导体、新能源、航空航天等领域，我国主导发布的国际标准达38项；面向量子技术、AI等前沿 方向，提出新提案60项。此外，近期市场监管总局将会同有关部门启动"人工智能百项国家标准建设专 项行动"。 ·中国互联网络信息中心政策与国际合作所近日发布的《数字消费发展报告（2025）》显示，2025年上 半年我国数字消费用户规模突破9.58亿人，占网民总数的85.3%，数字消费正成为消费的重要动能。用 户结构方面，"Z世代"数字消费用户规模占比27.2%；60岁及以上"银发族"用户规模占比12.2%；农村用 户规模占比26.0%。报告认为，2025年以来，数字消费在智能设备、潮玩等多个细分领域表现亮眼。今 年上半年，购买过智能家居、智能数码及智能可穿戴设备等智能产品的用户规模占网民的39.1%。网购 过盲盒、IP周边、二次元产品的用 ...

普冉半导体（上海）股份有限公司 2026 年第一次临时股东会 证券代码：688766 证券简称：普冉股份 普冉半导体（上海）股份有限公司 2026年第一次临时股东会会议资料 二〇二六年一月 1 普冉半导体（上海）股份有限公司 2026 年第一次临时股东会 目 录 | 2026年第一次临时股东会会议须知 3 | | --- | | 2026年第一次临时股东会会议议程 5 | | 议案一：关于《普冉半导体（上海）股份有限公司2025年第二期限制性股票激励计划（草 | | 案）》及其摘要的议案 7 | | 议案二：关于《普冉半导体（上海）股份有限公司2025年第二期限制性股票激励计划实 | | 施考核管理办法》的议案 8 | | 议案三：关于提请股东会授权董事会办理公司股权激励计划相关事宜的议案 9 | 2 普冉半导体（上海）股份有限公司 2026 年第一次临时股东会 普冉半导体（上海）股份有限公司 2026 年第一次临时股东会会议须知 为了维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证大 会的顺利进行，根据《中华人民共和国公司法》《中华人民共和国证券法》《上 市公司股东会规则》以及《普冉半导体（上海 ...

Core Viewpoint - The company is implementing a new stock incentive plan aimed at enhancing corporate governance, attracting and retaining talent, and aligning the interests of shareholders, the company, and core teams to ensure long-term development and strategic goals are met [3]. Group 1: Stock Incentive Plan Overview - The stock incentive plan will grant a total of 1,252,258 shares, representing 0.85% of the company's total equity as of the plan's announcement date [11]. - The plan includes a 60-month validity period, with specific performance targets set for the years 2026 to 2029, including revenue targets of 2.65 billion, 3 billion, 3.5 billion, and 4 billion respectively [33][34]. - The initial grant price for the restricted stock is set at 73.78 yuan per share, which is significantly lower than the average trading prices prior to the announcement [19][20]. Group 2: Implementation and Performance Metrics - The plan will be executed independently of previous incentive plans from 2021, 2022, and 2024, which are still active [3]. - Performance evaluation will be based on both company-level metrics (revenue targets) and individual performance assessments, with a clear structure for how stock grants will vest based on these evaluations [31][34]. - The company aims to ensure that the performance targets are challenging yet achievable, reflecting the company's growth strategy and market conditions [33][34]. Group 3: Eligibility and Distribution - The plan targets 116 individuals, accounting for 24.58% of the total workforce, excluding independent directors and major shareholders [15][16]. - The distribution of shares will be contingent upon meeting specific performance criteria, with a structured vesting schedule over the plan's duration [22][31]. - The plan includes provisions for adjusting the number of shares and grant prices in response to corporate actions such as stock splits or dividends [35][39].

证券日报网讯12月15日晚间，普冉股份发布公告称，公司将于2026年1月5日召开2026年第一次临时股东 会。 ...

智通财经APP讯，普冉股份(688766.SH)披露2025年第二期限制性股票激励计划(草案)拟授予激励对象的 限制性股票数量为125.2258万股，约占激励计划草案公布日公司股本总额的0.85%。其中，首次授予限 制性股票100.1806万股，首次授予激励对象共计116人，授予价格为73.78元/股。 ...