| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 688766 | 普冉股 | 7.79 | 5.03 | 64.60 | 68.94 | 6.72 | | | 份 | | | | | | | 300679 | 电连技 术 | 8.00 | 4.36 | 47.49 | 50.50 | 6.34 | | 300045 | 华力创 | 6.25 | 8.30 | 20.24 | 21.25 | 4.99 | | | 通 | | | | | | | 600238 | *ST椰岛 | 4.93 | 3.25 | 7.03 | 7.23 | 2.85 | | 300761 | 立华股 | 2.54 | 0.92 | 19.35 | 19.79 | 2.29 | | | 份 | | | | | | | 000703 | 恒逸石 化 | 2.13 | 0.30 | 6.09 | 6.22 | 2.09 | | ...

A股早盘芯片股延续强势，存储方向领涨，东芯股份涨超10%，普冉股份、杭州柯林、兆易创新、北京 君正等涨幅靠前。 ...

（文章来源：每日经济新闻） 普冉股份（SH 688766，收盘价：63.96元）7月29日晚间发布公告称，截至2025年7月29日，董事陈凯累 计减持公司股份3.47万股，占公司截至本公告披露日总股本比例为0.0235%，截至本公告披露日，董事 陈凯股份减持计划已实施完毕。 ...

证券代码：688766 证券简称：普冉股份 公告编号：2025-049 普冉半导体（上海）股份有限公司 董事减持股份计划完成暨减持结果公告 本公司董事会、全体董事及相关股东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。 重要内容提示： 董事持有股份的基本情况 本次减持计划实施前，普冉半导体（上海）股份有限公司（以下简称"公司"） 董事陈凯持有公司股份 99,196 股，占公司当前总股本的 0.09%，以上股份来源于 公司首次公开发行前取得的股份以及公司实施资本公积转增股本取得的股份，且 均已于 2022 年 08 月 23 日起解除限售上市流通。 减持计划的实施结果情况 上述减持价格将根据减持时的市场价格确定，不低于公司首次公开发行的发 行价（除权除息后）；若在减持计划实施期间公司发生送股、资本公积转增股本、 配股等股份变更事项的，将根据相关规定对拟减持数量和比例进行调整。 2、因公司 2024 年度权益分派实施了以资本公积金向全体股东每 10 股转增 4 股的权益分派方案，转增后，公司的总股本由 105,609,735 股增加至 147,7 ...

普冉股份公告，董事陈凯于2025年7月28日通过集中竞价方式减持34718股，减持价格区间62.69～63.32 元/股，减持股份占公司总股本0.0235%，减持计划已实施完毕。减持后其持股10.42万股，占0.0704%。 ...

Group 1 - The company expects to achieve an operating income of approximately 90,500 million yuan, a slight increase of 1% compared to the same period last year [1] - The net profit attributable to the parent company is estimated to be around 4,000 million yuan, showing a decline compared to the previous year [1] - The decline in net profit is attributed to three main factors: industry cycle transition, increased strategic investments, and cautious impairment provisions [1] Group 2 - The global storage industry is anticipated to enter a strong recovery cycle in the first half of 2024, with prices of mainstream large-capacity storage devices continuing to rise [1] - The company has adjusted its supply chain strategy flexibly, resulting in a higher inventory level, although the inventory turnover rate has decreased [1] - The company has recognized an asset impairment loss of approximately 5,800 million yuan, which has increased year-on-year [1] Group 3 - The company is committed to driving value growth through technological innovation, increasing R&D investment significantly during the reporting period [2] - The total R&D, management, and sales expenses have increased by approximately 6,000 million yuan compared to the same period last year [2] - The operating quality of the company has shown positive changes, with a quarter-on-quarter improvement in net profit for the second quarter after excluding non-recurring factors [2] Group 4 - The company anticipates continuous improvement in operating performance in the second half of the year, driven by the traditional peak season for consumer electronics and the gradual optimization of the storage industry landscape [2] - New products are expected to be mass-produced and delivered, contributing to the anticipated improvement in performance [2]

Group 1 - The company, Puran Co., Ltd. (688766.SH), has released a voluntary performance forecast for the first half of 2025, expecting revenue of approximately 905 million yuan, an increase of about 8.98 million yuan or 1.00% year-on-year [1] - The forecasted net profit attributable to the parent company for the first half of 2025 is approximately 40 million yuan, a decrease of about 95.98 million yuan or 70.58% year-on-year [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses is expected to be around 26 million yuan, a decrease of about 125.44 million yuan or 82.83% year-on-year [1] Group 2 - Puran Co., Ltd. was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on August 23, 2021, with an issuance of 9,057,180 shares at a price of 148.90 yuan per share [2] - The total funds raised from the initial public offering amounted to approximately 1.35 billion yuan, with a net amount of about 1.25 billion yuan, exceeding the original plan by approximately 900 million yuan [2] - The company planned to use the raised funds for projects related to flash memory chip upgrades, EEPROM chip upgrades, and headquarters base and cutting-edge technology research and development [2]

Core Viewpoint - The company expects a slight increase in revenue for the first half of 2025, but a decrease in net profit due to industry cycle changes, strategic investments, and cautious impairment provisions [1][2] Group 1: Company Performance - The company anticipates approximately 905 million yuan in revenue for the first half of 2025, representing a year-on-year increase of about 1% [1] - The net profit attributable to the parent company is projected to be 40 million yuan, showing a decline compared to the same period last year [1] - The company has experienced a decrease in the shipment volume of its main storage chip products due to a slowdown in the overall consumer market recovery [1][2] Group 2: Industry Trends - The global storage industry is expected to enter a strong recovery phase in the first half of 2024, with prices of mainstream large-capacity storage devices continuing to rise [1] - The niche storage market is also experiencing a brief upturn due to supply contraction and gradual demand recovery [1] - By 2025, the industry is moving towards a stable recovery phase, with the company adjusting its supply chain strategy to maintain a high inventory level [1] Group 3: Research and Development - The company continues to focus on new product development, resulting in a significant increase in R&D, management, and sales expenses, totaling an increase of approximately 60 million yuan compared to the same period last year [2] - The introduction of new products has not yet generated substantial revenue to offset the increase in expenses [2] - The company has recognized an increase in asset impairment losses of about 58 million yuan due to cautious inventory impairment provisions [2] Group 4: Future Outlook - The company expects improved operating performance in the second half of the year, driven by the traditional peak season for consumer electronics and the gradual optimization of the storage industry landscape [2] - The rollout of new products is anticipated to contribute positively to the company's performance as they reach mass production and delivery [2]

Core Viewpoint - The company expects a slight increase in revenue for the first half of 2025, but a significant decrease in net profit compared to the same period last year [1][2]. Group 1: Performance Forecast - The company anticipates achieving approximately 905 million yuan in revenue for the first half of 2025, representing an increase of about 8.98 million yuan or approximately 1.00% year-on-year [1]. - The expected net profit attributable to the parent company is around 40 million yuan, which is a decrease of approximately 95.98 million yuan or 70.58% compared to the same period last year [1][2]. - The expected net profit after deducting non-recurring gains and losses is about 26 million yuan, reflecting a decrease of approximately 125.44 million yuan or 82.83% year-on-year [1][2]. Group 2: Reasons for Performance Changes - The decline in the shipment volume of chip products compared to the same period last year has negatively impacted the company's performance, although the implementation of the "Storage+" strategy and the introduction of new MCU and Driver products have helped maintain overall revenue growth [2]. - The company has experienced a significant increase in research and development expenses, management expenses, and sales expenses, totaling an increase of approximately 60 million yuan compared to the previous year [2]. - The company has adopted a proactive supply chain strategy, leading to higher inventory levels and a decrease in inventory turnover rate, resulting in an increase in asset impairment losses of approximately 58 million yuan year-on-year [2]. - Government subsidies received during the reporting period have increased by approximately 15 million yuan compared to the first half of 2024, and investment income from strategic equity holdings has increased by about 18 million yuan, positively impacting non-recurring gains and losses [2].

[Performance Forecast Overview](index=1&type=section&id=I.%E3%80%81Current%20Period%20Performance%20Forecast) Puya Semiconductor anticipates 2025 H1 revenue of approximately **RMB 905 million**, a slight 1.00% increase, but expects net profit attributable to owners to decline significantly by 70.58% to **RMB 40 million**, with non-recurring adjusted net profit dropping 82.83% to **RMB 26 million** Performance Forecast Summary | Metric | 2025 H1 Forecast | 2024 H1 Actual | YoY Change | | :--- | :--- | :--- | :--- | | Operating Revenue | Approx. 905.00 million RMB | 896.02 million RMB | +1.00% approx | | Net Profit Attributable to Owners | Approx. 40.00 million RMB | 135.98 million RMB | -70.58% approx | | Non-Recurring Adjusted Net Profit Attributable to Owners | Approx. 26.00 million RMB | 151.44 million RMB | -82.83% approx | - This performance forecast is a preliminary estimate by the company's finance department and has not been audited by a certified public accountant[4](index=4&type=chunk) [Prior Period Performance Comparison](index=2&type=section&id=II.%E3%80%81Prior%20Period%20Performance) The report presents 2024 H1 performance as a comparative baseline, with **RMB 896 million** in revenue, **RMB 136 million** in net profit, and **RMB 151 million** in non-recurring adjusted net profit 2024 H1 Performance | Metric | 2024 H1 Amount (RMB Millions) | | :--- | :--- | | Operating Revenue | 896.02 | | Net Profit Attributable to Owners | 135.98 | | Non-Recurring Adjusted Net Profit Attributable to Owners | 151.44 | [Analysis of Performance Changes](index=2&type=section&id=III.%E3%80%81Main%20Reasons%20for%20Performance%20Changes) Performance decline primarily stems from core business profit pressure and non-recurring items; while 'Storage+' strategy slightly boosted revenue, increased R&D, rising expenses, and inventory impairment significantly reduced core profit, partially offset by government grants and investment income [Impact of Core Business](index=2&type=section&id=I.%EF%BC%89%20Impact%20of%20Core%20Business) While 'Storage+' new products (MCU, Driver) slightly increased overall revenue, core memory chip shipments declined due to slow consumer market recovery, with **RMB 60 million** in increased R&D, management, and sales expenses, and **RMB 58 million** in higher inventory impairment, significantly eroding profit - 'Storage+' strategy steadily implemented, with increased market share for new products like MCU and Driver, leading to a slight overall revenue increase in H1 compared to last year, offsetting the decline in main memory chip shipments[6](index=6&type=chunk) - Due to expanded personnel and deeper R&D projects, R&D, management, and sales expenses collectively increased by approximately **RMB 60 million** year-over-year, but new product revenue has not yet scaled to offset the negative impact of increased expenses on profit[6](index=6&type=chunk) - The company's proactive supply chain strategy resulted in high inventory levels, leading to an approximate **RMB 58 million** year-over-year increase in asset impairment losses recognized in this reporting period due to inventory impairment provisions based on prudence principles[6](index=6&type=chunk) [Impact of Non-Recurring Items](index=2&type=section&id=II.%EF%BC%89%20Other%20Impacts) Non-recurring items positively impacted profit, with government grants increasing by approximately **RMB 15 million** and investment income from Huada Jiutian shares rising by approximately **RMB 18 million** year-over-year, partially mitigating the net profit decline - During the reporting period, various government grants received by the company increased by approximately **RMB 15 million** year-over-year[8](index=8&type=chunk) - Investment income from the company's strategic placement shares in Huada Jiutian increased by approximately **RMB 18 million** year-over-year, influenced by secondary market stock price fluctuations[8](index=8&type=chunk) [Risk Warning and Other Notes](index=3&type=section&id=IV.%E3%80%81Risk%20Warning) The company explicitly states this performance forecast is a preliminary, unaudited financial department estimate, with final data subject to the official 2025 semi-annual report, urging investors to be aware of investment risks - This performance forecast is a preliminary calculation by the company's finance department based on its professional judgment and has not been audited by a certified public accountant[9](index=9&type=chunk) - The specific and accurate financial data will be subject to the company's officially disclosed 2025 semi-annual report; investors are advised to be aware of investment risks[10](index=10&type=chunk)