重要内容提示： 证券代码：688766 证券简称：普冉股份 公告编号：2025-066 普冉半导体（上海）股份有限公司 关于筹划收购珠海诺亚长天存储技术有限公司控股权的提 示性公告 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。 为增强公司在存储器芯片领域的核心竞争力，进一步丰富产品线，公司拟通 过控股目标公司强化双方的业务协同效应。本次交易完成后，公司将成为标的公 司的控股股东，从而间接控股SHM。标的公司的整体估值需在公司及其聘请的 中介机构完成尽职调查及审计、评估程序后经各方协商确定，本次交易价格等具 体交易方案条款由各方协商并签订正式协议确定。公司将以现金支付方式完成本 次交易，资金来源为自有或自筹资金。 普冉半导体（上海）股份有限公司（以下简称"公司"或"普冉股份"）正 在筹划以现金方式收购公司参股公司珠海诺亚长天存储技术有限公司（以下简称 "标的公司"或"诺亚长天"）控股权（以下简称"本次交易"），本次交易完成后公 司预计将实现对标的公司的控股，从而间接控股SkyHigh Memory Limited（以下 简 ...

Group 1 - The company is planning to acquire a controlling stake in its associate company, Zhuhai Noah Changtian Storage Technology Co., Ltd. (Noah Changtian), through a cash transaction [1] - Upon completion of this transaction, the company will gain control over Noah Changtian and indirectly control SkyHigh Memory Limited (SHM) [1] - As of the announcement date, the company holds a 20% stake in Noah Changtian and has not yet completed due diligence and audit evaluation work; specific transaction details are still under negotiation [1]

Group 1 - The company, Purun Co., Ltd. (SH 688766), announced plans to acquire a controlling stake in its associate company, Zhuhai Noah Changtian Storage Technology Co., Ltd. This acquisition is expected to lead to indirect control over SkyHigh Memory Limited (SHM) [1] - As of the announcement date, the transaction is still in the preliminary due diligence and audit evaluation phase, and no formal agreement has been signed yet. The final transaction price will be determined by the formal agreement signed by all parties involved [1] - For the fiscal year 2024, the company's revenue composition is projected to be 99.99% from integrated circuits and 0.01% from other businesses [1] Group 2 - The current market capitalization of Purun Co., Ltd. is 13 billion yuan [2]

Group 1 - The storage chip sector in the A-share market experienced significant gains, with several companies reaching their daily limit up [1] - Notable performers included Jingzhida with a 20% increase, Shannong Xinchuan up over 17%, and Jiangbolong rising over 15% [1][2] - Other companies such as Tongyou Technology, Pulang Co., Beijing Junzheng, and Baiwei Storage also saw substantial increases, ranging from 10% to 13% [1][2] Group 2 - The total market capitalization of Jingzhida is 12.6 billion, with a year-to-date increase of 84.54% [2] - Shannong Xinchuan has a market cap of 35.1 billion and a year-to-date increase of 166.48% [2] - Jiangbolong's market cap stands at 47.1 billion, with a year-to-date increase of 30.62% [2]

Core Viewpoint - The storage chip sector experienced a significant rally on September 12, with several companies reaching their daily limit increases, indicating strong market interest and potential investment opportunities in this industry [1] Company Performance - Shannon Semiconductor reached a 20% limit increase, showcasing robust investor confidence and market performance [1] - Zhaoyi Innovation also hit the limit increase, reflecting positive market sentiment towards its stock [1] - Other companies such as Baiwei Storage, Jiangbolong, and Purun Co. saw notable gains, contributing to the overall positive trend in the storage chip sector [1]

Core Viewpoint - The global DRAM market is expanding, driven by the rise of generative AI, leading to optimistic AI order expectations and benefiting the storage industry chain [1][3]. Group 1: Market Trends - The NAND price is expected to rise in Q3, with SanDisk announcing a price increase of over 10% for all channels, indicating the start of a new pricing cycle [1][2]. - The global DRAM market size increased by approximately 17% in Q2 2025, reaching $30.9 billion, primarily due to the demand from generative AI [3]. Group 2: Supply and Demand Dynamics - The supply-demand gap is expected to widen, with strong storage demand driven by AI applications and data centers, while supply is constrained due to production shifts and financial difficulties of some suppliers [2]. - The transition of NAND manufacturers to next-generation nodes is causing a shortage of low-density chips, further tightening supply [2]. Group 3: Domestic Industry Growth - Domestic advanced storage capacity is expanding, with companies like Zhaoyi Innovation and Changxin Storage maintaining close partnerships to benefit from the transition to DDR5/LPDDR5 [3]. - Changxin Storage is projected to capture about 30% of the domestic NAND market this year, with expectations to reach 15% of global NAND flash capacity by the end of 2026 [4].

Group 1 - The semiconductor sector experienced a significant rally on September 12, with notable stock price increases [1] - Chipone Technology saw its stock price rise over 14%, reaching a new high [1] - Other companies such as Demingli, Yangjie Technology, Jiangbolong, Purun Technology, Liyang Chip, and Juguang Technology also experienced stock price increases [1]

Group 1 - The storage index rose over 2% during intraday trading, indicating a positive market trend for the sector [1] - Key component stocks experienced significant gains, with Demingli hitting the daily limit, and Xingsen Technology, Jiangbolong, Purang Co., and Dongxin Co. rising by 7.66%, 5.97%, 5.07%, and 5.00% respectively [1]

Group 1 - The semiconductor sector experienced a significant rally at the beginning of trading, with notable gains in various companies [1] - Chipone Technology saw its stock price increase by over 10%, reaching a new high [1] - Other companies such as Demingli, Yangjie Technology, Jiangbolong, Purun Technology, Liyang Chip, and Juguang Technology also experienced upward movement in their stock prices [1]

Group 1 - The core viewpoint of the news is that Puran Semiconductor (Shanghai) Co., Ltd. has seen a significant increase in its stock price, rising by 5.06% to 78.84 CNY per share, with a total market capitalization of 11.672 billion CNY [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] - The trading volume for Puran's stock reached 195 million CNY, with a turnover rate of 1.72% [1] Group 2 - Among the top ten circulating shareholders of Puran, the Southern Fund's Southern CSI 1000 ETF (512100) has recently entered the list, holding 836,200 shares, which accounts for 0.57% of the circulating shares [2] - The Southern CSI 1000 ETF has a total scale of 64.953 billion CNY and has achieved a year-to-date return of 22.55%, ranking 1871 out of 4222 in its category [2] - The fund has also seen a one-year return of 63.03%, ranking 1304 out of 3798 in its category, and a cumulative return of 8.45% since its inception [2]