大家早上壕！ 先看海外要闻： 美股继续收涨，道指收涨0.63%、纳指收涨0.91%、标普500收涨0.55%；Meta收涨5.66%，创7月31日以来最大单日涨幅；特斯拉涨4.15%、微软、 亚马逊至少涨1.31%，英伟达、谷歌A、苹果至多涨0.83%。 美国总统特朗普谈及美联储主席人选，声称：面试已经结束，很快会公布，心中有人选。 AI需求兑现但供应将至"最低点"，英特尔Q1指引逊色，盘后大跌超10%；英伟达四季度完成对英特尔50亿美元投资。 马斯克：特斯拉将在今年底、或明年向公众销售人形机器人；在美国得州的无人驾驶出租车RoboTaxi取消安全监督员。 SpaceX计划于2027年发射星链二代卫星，瞄准5G级体验。 今年产能已售罄！日本铠侠：NAND供应紧张料至少持续至2027年。 消息称 OpenAI 低调布局人形机器人：旧金山实验室百人团队训练机械臂做家务。 Meta宣布Threads平台月活跃用户突破4亿，面向全球推出广告。 苹果扩大硬件主管职权，释放CEO候选人信号。 5400美元！高盛大幅上调黄金目标价：富豪们正跑步入场，与央行争夺"有限实物储备"。 点评：平头哥依托阿里云的场景优势缩短芯片从设 ...

存储芯片板块延续涨势，盈方微涨停，胜科纳米、朗科科技涨超10%，澜起科技、普冉股份、华天科技 跟涨。消息面上，美股存储板块在周三再度爆发，主要厂商股价集体刷新历史新高，随着人工智能热潮 引发的存储芯片需求激增与供应短缺，全球存储市场正迎来新一轮强劲的"超级周期"。 本文源自：金融界AI电报 ...

证券日报网讯1月21日，普冉股份在互动平台回答投资者提问时表示，公司NOR Flash产品价格结合行 业供需格局、市场行情及成本等因素动态调整，目前整体呈修复回升态势。 ...

Core Viewpoint - The semiconductor sector experienced a significant rally on January 21, with multiple companies showing substantial gains in their stock prices [1]. Group 1: Stock Performance - Jianghua Microelectronics (江化微) achieved a stock price of 25.92, with a rise of 10.02% [2] - Yingfang Microelectronics (盈方微) reached a price of 9.35, increasing by 10.00% [2] - Haiguang Information (海光信息) saw its stock rise to 277.50, marking a 9.16% increase [2] - Jiewate (杰华特) recorded a price of 50.41, up by 8.29% [2] - Guoxin Technology (国芯科技) reached 37.38, with a gain of 7.23% [2] - Zhongwei Microelectronics (中微未导) increased to 44.27, reflecting a 7.06% rise [2] - Juchen Co., Ltd. (聚辰股份) saw its stock at 171.72, up by 6.00% [2] - Jingdian Co., Ltd. (景电股份) reached 226.88, with a 5.20% increase [2] - Hualing Co., Ltd. (华岭股份) recorded a price of 24.45, up by 4.89% [2]

证券日报网讯1月20日，普冉股份在互动平台回答投资者提问时表示，公司海外业务覆盖日、韩、美 国、欧洲等多个国家和地区。公司未披露关于欧盟地区业务收入的具体占比。公司对海外市场的销售主 要通过代理商式实现，目前未在欧盟国家设立子公司开展销售。 ...

Group 1 - The company, Purun Co., Ltd. (688766.SH), has reported that its overseas business covers multiple countries and regions, including Japan, South Korea, the United States, and Europe [2] - The company has not disclosed the specific revenue proportion from its business in the European Union [2] - Sales in overseas markets are primarily conducted through agents, and the company has not established subsidiaries in EU countries for sales operations [2]

Group 1 - The storage chip sector opened actively on January 20, with significant gains observed in several companies [1] - Purun Co., Ltd. saw its stock price increase by over 6%, reaching a new high [1] - Other companies such as Yingfang Microelectronics, Beijing Junzheng, Baiwei Storage, Shenkong Co., Ltd., Dawi Co., Ltd., Xiangnong Xinchuan, and Hengsuo Co., Ltd. also experienced stock price increases [1]

证券代码：688766 证券简称：普冉股份 公告编号：2026-005 普冉半导体（上海）股份有限公司 关于发行股份、可转换公司债券及支付现金购买资产并募集 配套资金事项的进展公告 根据上海证券交易所相关规定，经公司申请，本公司股票（股票简称：普冉 股份，证券代码：688766）于 2025 年 11 月 25 日（星期二）开市起停牌，预计 不超过 10 个交易日，具体内容详见公司披露的《关于筹划发行股份等方式购买 资产事项的停牌公告》（公告编号：2025-082）。停牌期间，公司根据相关规定 及时履行信息披露义务，并于 2025 年 12 月 2 日披露了《关于筹划发行股份等方 式购买资产事项的停牌进展公告》（公告编号：2025-083）。 2025 年 12 月 8 日，公司召开第二届董事会第二十四次会议，审议通过了《关 于〈普冉半导体（上海）股份有限公司发行股份、可转换公司债券及支付现金购 买资产并募集配套资金预案〉及其摘要的议案》等与本次交易相关的议案，并与 所有交易对方签署了《发行股份、可转换公司债券及支付现金购买资产框架协 议》，本次交易发行股份的发行价格为 90 元/股、本次交易发行的可转换公司 ...

Core Viewpoint - The company plans to acquire a 49% stake in Zhuhai Nuoya Changtian Storage Technology Co., Ltd. from Zhuhai Nuoyan Changtian through a combination of issuing shares, convertible bonds, and cash payments, which will result in the target company becoming a wholly-owned subsidiary after the transaction is completed [1] Summary by Categories Transaction Details - The transaction involves the issuance of shares and convertible bonds, along with cash payments [1] - The initial conversion price for the convertible bonds is set at 90 yuan per share [1] - The company's stock will be suspended from trading starting December 9, 2025, with a resumption expected after a few trading days [1] Approval and Uncertainty - The transaction is subject to multiple approvals, indicating potential uncertainties in the completion of the deal [1]

Group 1 - The stock of Purun Co., Ltd. increased by over 9% [1] - Previously, Saiteng Co., Ltd. hit the daily limit up [1] - Other companies such as Yingxin Development, Deep Technology, Kangqiang Electronics, and Kaipu Cloud also experienced gains [1]