1月5日盘中科创板股普冉股份涨停，截至14:22，股价报152.65元，成交23.45亿元，换手率11.06%，振 幅16.27%。 融资融券数据显示，该股最新（12月31日）两融余额为9.19亿元，其中，融资余额为9.18亿元，较上一 个交易日增加1656.44万元，增幅为1.84%；融券余额为160.13万元，较上一个交易日增加6.78万元，增 幅为4.42%。近10日两融余额合计增加3347.60万元，增幅为3.78%，其间融资余额增长3.74%，融券余额 增长37.53%。（数据宝） （文章来源：证券时报网） 科创板个股中，截至发稿上涨的有539只，下跌的有59只，涨停的有博拓生物、赛诺医疗、当虹科技 等，跌幅居前的有高凌信息、富吉瑞、有研粉材等，分别下跌10.00%、9.58%、7.79%。 资金面上，普冉股份上一交易日主力资金净流出1149.57万元，近5日净流出1.48亿元。 ...

Market Overview - The Shanghai Composite Index closed at 4018.63 points, above the five-day moving average, with an increase of 1.25% [1] - The total trading volume of A-shares reached 24,812.35 billion yuan [1] Stocks Performance - A total of 1,955 A-shares have surpassed the five-day moving average, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - BeiYikang (18.85% deviation rate, 29.98% increase, latest price 44.96 yuan) [1] - WeiSi Medical (15.01% deviation rate, 20.00% increase, latest price 58.08 yuan) [1] - ChengYiTong (14.78% deviation rate, 19.98% increase, latest price 23.06 yuan) [1] Additional Notable Stocks - Other stocks with significant performance include: - GuanHao Biological (14.72% deviation rate, 20.00% increase, latest price 16.62 yuan) [1] - DiNaiKe (14.64% deviation rate, 20.00% increase, latest price 17.76 yuan) [1] - MeiHao Medical (14.46% deviation rate, 20.00% increase, latest price 28.86 yuan) [1] Trading Metrics - The trading turnover rates for the top performing stocks vary, with BeiYikang at 12.85% and WeiSi Medical at 7.20% [1] - The five-day moving average prices for these stocks range from 14.49 yuan to 282.35 yuan [1][2]

Core Viewpoint - The storage chip sector is experiencing significant growth driven by strong demand from AI, with notable price increases projected for various chip types by 2025 [1] Group 1: Market Performance - Companies such as Purun Co., Ltd. and Yunhan Chip City have seen their stock prices hit the daily limit of 20% increase [1] - Other companies including Zhaoyi Innovation, Hengsuo Co., Jiangbolong, Kaipu Cloud, and Xiangnong Chip Creation have all experienced stock price increases exceeding 10% [1] Group 2: Price Projections - The price of DDR4 16Gb chips is expected to rise by 1800% by 2025 [1] - DDR5 16Gb chips are projected to increase by 500% [1] - The price of 512Gb NAND flash memory is anticipated to rise by 300% [1]

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]

证券代码：688766 证券简称：普冉股份 公告编号：2025-096 普冉半导体（上海）股份有限公司 根据上述决议，公司在规定期限内实际使用9000万元闲置募集资金暂时补充 流动资金，并对资金进行了合理的安排与使用，没有影响募集资金投资项目建设 进度的正常进行。 截至2025年12月30日，公司已将上述暂时补充流动资金的闲置募集资金全部 归还至相应募集资金专用账户，并将上述募集资金的归还情况及时通知了保荐机 构及保荐代表人。 特此公告。 普冉半导体（上海）股份有限公司董事会 2025 年 12 月 31 日 1 关于归还暂时用于补充流动资金的闲置募集资金的公告 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。 普冉半导体（上海）股份有限公司（以下简称"公司"）于2025年1月8日召开 了第二届董事会第十三次会议和第二届监事会第十三次会议，审议通过了《关于 使用部分闲置募集资金暂时补充流动资金的议案》，同意公司使用闲置募集资金 不超过人民币1.7亿元（含本数）用于暂时补充流动资金，使用期限自公司董事 会审议通过之日起不超过1 ...

Group 1 - The core point of the news is that Puran Semiconductor (Shanghai) Co., Ltd. experienced a stock decline of 1.04%, with a current share price of 126.78 yuan and a total market capitalization of 18.77 billion yuan [1] - Puran Semiconductor was established on January 4, 2016, and went public on August 23, 2021, focusing on the research, design, and sales of integrated circuit products, with 100% of its main business revenue coming from chip sales [1] Group 2 - Among the top circulating shareholders of Puran, a fund under Southern Fund, the Southern CSI 1000 ETF (512100), reduced its holdings by 26,400 shares in the third quarter, now holding 809,800 shares, which represents 0.55% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion yuan, achieving a year-to-date return of 29.2% and a one-year return of 24.73% [2] - The fund manager, Cui Lei, has been in position for 7 years and 55 days, with a total fund asset scale of 122.76 billion yuan, achieving the best return of 207.47% and the worst return of -15.93% during her tenure [2]

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]

Price Increases in the Chip Industry - The chip industry is experiencing a significant price increase trend, with various manufacturers announcing price hikes due to rising raw material costs and supply chain pressures [3][4] - Major companies such as TSMC, SMIC, Samsung, and Micron have implemented or are expected to implement price increases across their product lines [12][13][14][19] Raw Material and PCB Price Increases - Jiantek announced a second price increase in December, raising prices for its copper-clad laminates by 5% to 10% due to escalating raw material costs [9] - Nanya Plastics raised prices for all CCL products and PP by 8% starting November 20, citing increases in copper prices and other raw materials [10] Semiconductor Price Adjustments - TSMC has informed clients of a price increase for advanced technology nodes (5nm to 2nm) over the next four years, with expected increases of 8% to 10% for 5nm and up to 50% for 2nm wafers [12] - SMIC has raised prices for some of its production capacity by approximately 10% [13] Memory Chip Price Surge - Samsung has notified clients of a price increase for DRAM and NAND Flash products, with increases of 15% to 30% for certain DRAM types and 5% to 10% for NAND products [14] - Micron has announced a price increase of 20% to 30% for its storage products, effective from September 12 [16] Passive Component Price Increases - Multiple passive component manufacturers have joined the price increase trend, with companies like KEMET and Yageo announcing price hikes of 20% to 30% due to raw material cost pressures [30][33] - Panasonic has raised prices for certain tantalum capacitor models by 15% to 30% [35] Power Device Price Adjustments - China Resources Microelectronics confirmed a price increase for some IGBT products, driven by rising raw material costs and strong order performance [45] - Jingdao Microelectronics has raised prices for certain product series by 10% to 15% due to the increase in raw material prices [46] End-User Impact - Major PC manufacturers like Lenovo, Dell, and HP are planning to raise prices by up to 20% due to ongoing storage price increases [66] - Several smartphone manufacturers have paused procurement of storage chips, facing challenges with rising prices from suppliers [68]

证券代码：688766 证券简称：普冉股份 公告编号：2025-095 普冉半导体（上海）股份有限公司 董事会薪酬与考核委员会关于公司 2025 年第二期限 制性股票激励计划首次授予激励对象名单的 审核意见及公示情况说明 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。 普冉半导体（上海）股份有限公司（以下简称"公司"）于 2025 年 12 月 13 日召开的第二届董事会薪酬委员会第十次会议、于 2025 年 12 月 15 日召开 的第二届董事会第二十五次会议审议通过了《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》等议 案。根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）的相关规 定，公司对《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）》（以下简称"本激励计划"）中确定的首次授予激励对象名单在公 司内部进行了公示。公司董事会薪酬与考核委员会根据《管理办法》相关规 定，在征询公示意见后对首次授予激励对象名单进行审核，相关 ...

Group 1 - The storage chip sector experienced a significant rally on December 25, with multiple companies seeing substantial stock price increases [1] - Companies such as Hengshuo Co., Tian'ao Electronics, and others reached their daily price limit, indicating strong market interest and investor confidence [1] - Other companies in the sector, including Beijing Junzheng, Xiangnong Xinchuang, Jiangbolong, Demingli, and Purang Co., also saw their stock prices rise, reflecting a broader positive trend in the storage chip industry [1]