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 ...

12月30日，普冉股份跌1.04%，截至发稿，报126.78元/股，成交4.79亿元，换手率2.49%，总市值187.70 亿元。 从普冉股份十大流通股东角度 资料显示，普冉半导体(上海)股份有限公司位于上海市浦东新区张江镇银冬路20弄8号楼，成立日期 2016年1月4日，上市日期2021年8月23日，公司主营业务涉及集成电路产品的研发设计和销售。主营业 务收入构成为：芯片收入100.00%。 责任编辑：小浪快报 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年55天，现任基金资产总规模1227.6亿元，任职期间最佳基金回报 207.47%， 任职期间最差基金回报-15.93%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模766.3亿。今年以来收益29.2%，同类 排名1850/4195；近一年收益24.73%，同类排名2053/4179；成立以来收益1 ...

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 ...

12月25日，存储芯片概念走强，恒烁股份、天奥电子涨停，北京君正、香农芯创、 江波龙、德明利、 普冉股份跟涨。 ...

12月24日，A股的存储芯片板块卷土重来，华海诚科（688535.SH）涨12.88%，德明利（001309.SZ）涨超9%，中芯国际 （688981.SH）、香农芯创（300475.SZ）、北京君正（300223.SZ）、江波龙（301308.SZ）、佰维存储（688525.SH）、普 冉股份（688766.SH）、恒烁股份（688416.SH）均录得上涨。港股方面，中芯国际(00981.HK)、华虹半导体(01347.HK)亦 表现不俗。 消息面，据韩国《朝鲜日报》消息，三星电子、SK海力士等存储供应商已上调明年HBM3E价格，涨幅接近20%。 供应方面，存储厂商预计明年第六代HBM（即HBM4）需求将增加，加大对其产能投入，导致HBM3E产能遭到积压。需求 方面，除了英伟达之外，来自谷歌、亚马逊等公司的订单量也大幅增加。 业内人士指出，本轮存储产品的涨价潮或超出市场预期。相关存储芯片产商的未来业绩有望大幅抬升，股价表现有望再超 预期。 摩根士丹利预测，鉴于明年存储领域可能出现供需失衡，内存芯片行业将迎来 "超级周期"。市场需求高企的背景下，存储 芯片行业也开始出现供不应求、涨价、转变订货模式等一系列连锁 ...

12月24日，普冉股份涨5.02%，截至发稿，报129.58元/股，成交6.52亿元，换手率3.47%，总市值191.84 亿元。 资料显示，普冉半导体(上海)股份有限公司位于上海市浦东新区张江镇银冬路20弄8号楼，成立日期 2016年1月4日，上市日期2021年8月23日，公司主营业务涉及集成电路产品的研发设计和销售。主营业 务收入构成为：芯片收入100.00%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年49天，现任基金资产总规模1227.6亿元，任职期间最佳基金回报 195.8%， 任职期间最差基金回报-15.93%。 从普冉股份十大流通股东角度 数据显示，南方基金旗下1只基金位居普冉股份十大流通股东。南方中证1000ETF（512100）三季度减 持2.64万股，持有股数80.98万股，占流通股的比例为0.55%。根据测算，今日浮盈赚取约501.24万元 ...

Group 1 - The storage chip sector showed active performance on December 24, with notable gains from several companies [1] - Shannon Semiconductor surged over 10%, while Space Technology increased by more than 7% [1] - Other companies such as Demingli, Shengo Co., Puran Co., Beijing Junzheng, Jiangbolong, Dawi Co., and Wanrun Technology also experienced upward movement [1]