普冉股份8月11日大宗交易平台出现一笔成交，成交量4.06万股，成交金额222.49万元，大宗交易成交价 为54.80元，相对今日收盘价折价19.51%。该笔交易的买方营业部为平安证券股份有限公司济南解放路 证券营业部，卖方营业部为平安证券股份有限公司济南解放路证券营业部。 8月11日普冉股份大宗交易一览 证券时报·数据宝统计显示，普冉股份今日收盘价为68.08元，下跌0.25%，日换手率为2.12%，成交额为 2.15亿元，全天主力资金净流出1585.48万元，近5日该股累计下跌0.15%，近5日资金合计净流入1354.34 万元。 两融数据显示，该股最新融资余额为5.03亿元，近5日增加3820.61万元，增幅为8.22%。（数据宝） （文章来源：证券时报网） | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | | | | | 平安证券股份有限公司济 | 平安证券股份有限公司济 | | ...

Group 1 - The company, Purun Co., announced its relocation to a new office address in Zhangjiang Town, Pudong New District, Shanghai [1] - The new office address is No. 8, Yindong Road, Zhangjiang Town, Pudong New District, Shanghai, with a postal code of 201210 [1] - The contact number for the new office is 021-60791797 [1]

Investment Rating - The investment rating for the company is "Buy" (maintained) [5] Core Views - The company has shown a revenue growth of 78% year-on-year in the first three quarters, driven by industry recovery and strong alpha performance [5] - The company is focusing on new product lines, which are expected to contribute positively to future performance [11] Summary by Relevant Sections Financial Performance - In H1 2025, the company reported revenue of 905 million, a year-on-year increase of 1%, and a net profit attributable to shareholders of 40 million, a year-on-year decrease of 71% [7] - In Q2 2025, revenue was 499 million, a year-on-year increase of 2% and a quarter-on-quarter increase of 23%. The net profit attributable to shareholders was 22 million, down 75% year-on-year but up 17% quarter-on-quarter [6][7] - The company recorded a significant inventory impairment of 58 million in H1 2025, impacting profitability [8] Product Development - The company is expanding its NOR Flash product line into high-capacity products, which are expected to benefit from the growing demand in edge AI applications [10] - The MCU segment continues to gain market share, with the company leveraging advanced embedded Flash technology to reduce costs and improve competitiveness [10] Future Outlook - The company is projected to achieve revenues of 1,804 million in 2024, 2,194 million in 2025, and 2,742 million in 2026, with growth rates of 60% and 22% for 2024 and 2025 respectively [5][12] - The net profit forecast for 2025 is adjusted to 208 million, with a PE ratio of 50.4, indicating potential for earnings growth as new products are launched [11]

普冉股份最新一期业绩显示，截至2025一季报，公司营业总收入4.06亿元、同比增长0.34%，归属净利 润1846.58万元，同比减少63.01%，扣非净利润1896.34万元，同比减少69.24%，流动比率10.128、速动 比率6.350、资产负债率8.25%。 天眼查商业履历信息显示，普冉半导体(上海)股份有限公司，成立于2016年，位于上海市，是一家以从 事软件和信息技术服务业为主的企业。企业注册资本10560.9735万人民币，实缴资本2610.7884万人民 币。公司法定代表人为王楠。 金融界消息 截至2025年8月8日收盘，普冉股份（688766）报收于68.25元，下跌3.53%，换手率2.12%， 成交量3.14万手，成交金额2.16亿元。 资金流向方面，今日主力资金净流出1244.08万元，占比成交额5.75%。其中，超大单净流出1262.00万 元、占成交额5.84%，大单净流入17.92万元、占成交额0.08%，中单净流出流入440.45万元、占成交额 2.04%，小单净流入803.63万元、占成交额3.72%。 通过天眼查大数据分析，普冉半导体(上海)股份有限公司共对外投资了4家企业 ...

证券代码：688766 证券简称：普冉股份 公告编号：2025-055 普冉半导体（上海）股份有限公司 关于变更公司办公地址的公告 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"）将于近日整体搬迁 至新办公地址，投资者联系方式将对应进行调整，具体如下： 变更前： 办公地址：中国（上海）自由贸易试验区申江路5005弄1号楼9楼 变更后联系方式将于2025年8月11日起启用，除公司办公地址变更外，公司 网址及电子邮箱等其他联系方式均未发生变化，欢迎广大投资者通过上述渠道与 公司进行沟通。 以上变动请广大投资者留意，由此给广大投资者带来的不便，敬请谅解。 特此公告。 普冉半导体（上海）股份有限公司董事会 2025 年 8 月 9 日 1 邮政编码：201210 联系电话：021-60791797 电子邮箱：ir@puyasemi.com 邮政编码：201210 联系电话：021-60791797 电子邮箱：ir@puyasemi.com 变更后： 办公地址：上海市浦东新区张江镇银 ...

天眼查商业履历信息显示，普冉半导体(上海)股份有限公司，成立于2016年，位于上海市，是一家以从 事软件和信息技术服务业为主的企业。企业注册资本10560.9735万人民币，实缴资本2610.7884万人民 币。公司法定代表人为王楠。 通过天眼查大数据分析，普冉半导体(上海)股份有限公司共对外投资了4家企业，参与招投标项目7次， 知识产权方面有商标信息11条，专利信息185条，此外企业还拥有行政许可7个。 来源：金融界 金融界消息 截至2025年8月7日收盘，普冉股份（688766）报收于70.75元，上涨2.83%，换手率3.94%， 成交量5.83万手，成交金额4.09亿元。 资金流向方面，今日主力资金净流入1862.54万元，占比成交额4.56%。其中，超大单净流入788.05万 元、占成交额1.93%，大单净流入1074.49万元、占成交额2.63%，中单净流出流出981.92万元、占成交 额2.4%，小单净流出880.62万元、占成交额2.16%。 普冉股份最新一期业绩显示，截至2025一季报，公司营业总收入4.06亿元、同比增长0.34%，归属净利 润1846.58万元，同比减少63.01%，扣非 ...

Summary of Conference Call on Storage Sector Investment Opportunities Industry Overview - The NOR Flash market is experiencing a price increase, primarily in mid-to-large capacity products, with major companies in mainland China issuing price hike notifications, expecting a rise of approximately 10% in Q3 driven by demand from emerging markets such as AI PCs, AI servers, and AI headphones [1][3] Key Companies and Their Performance - **Zhaoyi Innovation**: As the second-largest NOR Flash supplier globally, the company is set to benefit directly from the price increase in mid-to-large capacity products. Its MCU and DRAM product lines are also showing continuous growth in revenue and gross margin [1][4] - **Puran**: Holds a significant share in the NOR Flash market, with mid-to-large capacity products accounting for 30% of its portfolio. The company is expected to benefit further if prices for small-to-medium capacity NOR Flash also rise in the second half of the year, and it is actively expanding its MCU product line for diversification [1][4] - **Dongxin**: Recently launched high-performance graphics cards and expanded into the GPU sector. Its main revenue sources include SSD NAND Flash, DRAM, and NOR products, which will benefit from rising storage prices [1][4] - **Hengsuo**: Focuses on NOR Flash capacities ranging from 32MB to 128MB, positioning itself to benefit from future price increases [1][5] Domestic IC Design Companies - Domestic IC design companies are expected to gradually improve revenue and gross margins this year, effectively restoring net profits. For instance, Zhaoyi Innovation is expanding its market through customized storage solutions in collaboration with AI-related clients, while Puran is diversifying by expanding its MCU product line. Dongxin is enhancing its competitiveness by moving from storage to GPU, and Hengsuo is expected to achieve revenue growth by focusing on the small-to-medium capacity NOR Flash market [1][6] Storage Module Companies - Storage module companies such as Jiangbolong, Demingli, Baiwei, and Xiangnong are anticipated to realize revenue and profit during the ongoing price decline of DRAM and NAND Flash in Q3. These companies are expected to capture market demand changes to achieve business growth, making them noteworthy during the current cyclical upturn [2][7] Investment Opportunities - The current investment opportunities in the storage sector highlight Zhaoyi Innovation, Puran, Dongxin, and Hengsuo as key companies to watch. Each company is positioned to benefit from the ongoing price increases and market demand shifts [1][4]

| 000820 | *ST节能 | 3.70 | 2.42 | 2.75 | 2.80 | 1.71 | | --- | --- | --- | --- | --- | --- | --- | | 301191 | 菲菱科 | 2.33 | 9.17 | 90.19 | 91.69 | 1.66 | | | 思 | | | | | | | 000681 | 视觉中 国 | 5.38 | 11.45 | 21.38 | 21.73 | 1.62 | | 002230 | 科大讯 飞 | 1.59 | 2.03 | 48.41 | 49.18 | 1.58 | | 300115 | 长盈精 密 | 9.87 | 13.64 | 22.57 | 22.93 | 1.58 | | 688766 | 普冉股 份 | 3.1 1 | 5.06 | 68.97 | 70.04 | 1.55 | | 688152 | 麒麟信 安 | 3.92 | 7.78 | 46.19 | 46.88 | 1.50 | | 301210 | 金杨股 份 | 2.69 | 13.61 | 42.18 | 42.80 | 1.46 | | ...

普冉半导体（上海）股份有限公司 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。 一、董事会会议召开情况 证券代码：688766 证券简称：普冉股份 公告编号：2025-053 本次授予在公司 2025 年第一次临时股东大会对董事会的授权范围内，无需 提交公司股东大会审议。 普冉半导体（上海）股份有限公司(以下简称"公司")第二届董事会第十九次 会议（以下简称"本次会议"）于 2025 年 7 月 29 日以现场结合通讯方式召开，全 体董事一致同意豁免本次董事会会议的提前通知期限。董事会共有 6 名董事，实 到董事 6 名，会议由董事长王楠先生主持。会议的召集、召开和表决程序符合《中 华人民共和国公司法》等法律、法规、规章、规范性文件和《普冉半导体（上海） 股份有限公司章程》（以下简称"《公司章程》"）、《普冉半导体（上海）股份有 限公司董事会议事规则》的有关规定，表决形成的决议合法、有效。 二、董事会会议审议情况 本次会议由董事长王楠先生主持，经与会董事审议，形成决议如下： （一）审议通过了《关于调整 2025 年限制性股 ...

证券代码：688766 证券简称：普冉股份 公告编号：2025-054 普冉半导体（上海）股份有限公司 本公司监事会及全体监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。 一、 监事会会议召开情况 普冉半导体（上海）股份有限公司(以下简称"公司")第二届监事会第十九次 会议（以下简称"本次会议"）于 2025 年 7 月 29 日以现场及通讯方式召开，全体 监事一致同意豁免本次监事会会议的提前通知期限。全体监事均出席会议，本次 会议应参加监事 3 人，实际参加监事 3 人。会议由监事陈涛先生主持。本次会议 （以下简称"《公司法》"） 的召集、召开和表决程序符合《中华人民共和国公司法》 等法律、法规、规章、规范性文件和《普冉半导体（上海）股份有限公司章程》 （以下简称"《公司章程》"）、《普冉半导体（上海）股份有限公司监事会议事 规则》的有关规定，表决形成的决议合法、有效。 二、 监事会会议审议情况 经与会监事审议，形成决议如下： （1）本次拟被授予权益的激励对象具备《公司法》《公司章程》等法律法 规和规范性文件规定的任职资格，符合《管理办法》 ...