截至11月14日收盘，AI PC概念下跌2.92%，位居概念板块跌幅榜前列，板块内，佰维存储、江波龙、 德明利等跌幅居前，股价上涨的有5只，涨幅居前的有泰嘉股份、英力股份、闻泰科技等，分别上涨 1.60%、1.59%、1.56%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 海南自贸区 | 4.63 | 国家大基金持股 | -3.07 | | 赛马概念 | 1.65 | 存储芯片 | -2.94 | | 自由贸易港 | 1.59 | AI PC | -2.92 | | 特色小镇 | 1.55 | 同花顺果指数 | -2.76 | | 幽门螺杆菌概念 | 1.50 | AI手机 | -2.67 | | 民营医院 | 1.35 | 中国AI 50 | -2.51 | | 福建自贸区 | 1.30 | 拼多多概念 | -2.36 | | 流感 | 1.24 | 共封装光学(CPO) | -2.30 | | 医药电商 | 1.24 | 小红书概念 | -2.29 | | 禽流感 | 1.21 | EDR概念 | ...

| 权益类证券大宗交易(协议交易) | | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-11-14 | 001309 | 德明利 | 270.00 | 9.00 | | 2,430.00 招商证券股份有限 | 国泰海通证券股份 | | | | | | | | 公司长沙美蓉中路 | 有限公司重庆中山 | | | | | | | | 证券营业部 | 三路证券营业部 | 11月14日，德明利大宗交易成交9万股，成交额2430万元，占当日总成交额的0.48%，成交价270元，较 市场收盘价270元持平。 ...

| 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 688525 | 佰维存储 | 1 | -11.03 | 593亿 | 104.92 | | 300302 | 同有科技 | 1 | -9.78 | 109亿 | 44.54 | | 688123 | 聚辰股份 | 1 | -9.65 | 227亿 | 145.61 | | 688766 | 普朗股份 | 1 | -8.98 | 225亿 | 111.10 | | 301308 | 江波龙 | 1 | -8.89 | 1246亿 | 245.60 | | 002119 | 康賀由子 | 1 | -8.75 | 67.74亿 | 16.82 | | 002654 | 万润科技 | 4 | -8.68 | 133亿 | 29.27 | | 603986 | 兆易创新 | 4→ | -7.99 | 1397亿 | 96.55 | | 688416 | 恒炼股份 | 1 | -7.78 | 50.06亿 | 54.77 | | 300223 | 北京君正 | 1 ...

（文章来源：每日经济新闻） 每经AI快讯，11月14日，存储芯片板块盘初调整，德明利跌停，香农芯创、江波龙跌超8%，时空科 技、佰维存储、利扬芯片、神工股份等跟跌。 ...

New Stock Issuance - The stock code 300277 (Hai Lian Xun) has a subscription period for acquisition rights from November 12 to November 18, 2025[1] - Stock code 688353 (Hua Sheng Lithium) reported severe abnormal fluctuations on November 11, 2025[1] - Stock code 603122 (He Fu China) has an announcement dated November 8, 2025[1] Trading Alerts - Stock code 601888 (China Zhong Mian) has an announcement dated November 12, 2025[1] - Stock code 600537 (Yi Jing Guang Dian) has an announcement dated November 12, 2025[1] - Stock code 688028 (Wo Er De) has an announcement dated November 12, 2025[1] Abnormal Fluctuations - Stock code 600815 (Xia Gong Co.) reported abnormal fluctuations on November 6, 2025[2] - Stock code 603557 (ST Qi Bu) reported abnormal fluctuations on November 7, 2025[3] - Stock code 002478 (Chang Bao Co.) reported abnormal fluctuations on November 7, 2025[3]

南方财经11月12日电，存储芯片板块午后持续回暖，大港股份涨停，香农芯创涨超12%，科翔股份回封 涨停，普冉股份、德明利跟涨。 ...

每经AI快讯，11月12日，德明利涨9.2%，报299.68元/股，股价再创新高，总市值突破679.93亿元，成交 额达28.51亿元。 （文章来源：每日经济新闻） ...

11月12日，德明利涨5.18%，截至发稿，报288.64元/股，成交20.39亿元，换手率4.52%，总市值654.88 亿元。 资料显示，深圳市德明利技术股份有限公司位于广东省深圳市福田区梅林街道梅都社区中康路136号深 圳新一代产业园1栋A座2501、2401，成立日期2008年11月20日，上市日期2022年7月1日，公司主营业 务涉及闪存主控芯片设计、研发,存储模组产品应用方案的开发、优化,以及存储模组产品的销售。主营 业务收入构成为：嵌入式存储类产品41.37%，固态硬盘类产品37.34%，移动存储类产品13.06%，内存 条类产品8.22%，其他0.01%。 从基金十大重仓股角度 数据显示，恒越基金旗下1只基金重仓德明利。恒越优势精选混合（011815）三季度持有股数10.43万 股，占基金净值比例为8.69%，位居第一大重仓股。根据测算，今日浮盈赚取约148.21万元。 恒越优势精选混合（011815）成立日期2021年3月30日，最新规模2.46亿。今年以来收益146.63%，同类 排名5/8147；近一年收益128.62%，同类排名5/8056；成立以来收益46.89%。 恒越优势精选混合 ...

Group 1 - Xinpeng Co., Ltd. provided a guarantee of 50 million yuan for its wholly-owned subsidiary, increasing the total guarantee amount to 1.258 billion yuan, which is 115.47% of the latest audited net assets [1] - Yonggui Electric's subsidiary signed a contract worth 15.8652 million yuan with CRRC Zhuzhou for supplying components for the Wuhan rail transit project [1] - Huada Technology secured project designations from multiple domestic automakers and battery companies, with a total expected sales amount of 2.9 billion yuan, over 80% of which is related to new energy projects [2] Group 2 - China National Machinery International signed a contract for a 5.71 billion yuan hospital construction project in Iraq, which represents 4.68% of the company's expected revenue for 2024 [3] - Fangzhi Technology plans to acquire 100% of Zhixiang Technology for 116 million yuan, focusing on AI-driven smart learning and sports solutions [4] - Demingli is in the early stages of planning a refinancing initiative, with no specific details on the amount or method yet [5] Group 3 - Hesheng Silicon Industry announced a shareholder's plan to reduce holdings by up to 2.29%, equating to 27.0706 million shares [7] - ST Lanhua's subsidiary plans to invest up to 65 million yuan in a juice beverage project in Chongqing [8] - Ruizhi Pharmaceutical developed an automated synthesis system for antibody-drug conjugates and nucleoside monomers in collaboration with East China Normal University [9] Group 4 - Lianying Laser's controlling shareholder intends to reduce holdings by up to 3 million shares, representing 0.88% of the total share capital [10] - Songyuan Safety's controlling shareholder plans to reduce holdings by up to 1% of the total share capital [12] - ST Kaixin's actual controller and major shareholders plan to transfer 5% of the company's shares at a price of 27.85 yuan per share [13] Group 5 - Bojun Technology plans to invest approximately 1 billion yuan in a new automotive parts production base, aiming for an annual capacity of 24 million sets [13] - Litong Electronics' controlling shareholder committed to not reducing holdings for 24 months, while other shareholders plan to reduce a total of 3.03% of shares [14] - Yaoyigou's actual controller intends to transfer 5.23% of shares to a company director at a price of 24 yuan per share [15] Group 6 - Baiwei Storage submitted H-share listing application materials to the China Securities Regulatory Commission [18] - Jinshi Yaya obtained a drug registration certificate for glucosamine sulfate capsules, which are suitable for osteoarthritis treatment [19] - Shangtai Technology plans to invest approximately 4.07 billion yuan in a lithium-ion battery anode material project [19] Group 7 - Xinlitai's shareholder plans to reduce holdings by up to 800,000 shares, representing 0.07% of the total share capital [20] - Yunnan Baiyao elected Zhang Wenxue as the chairman of the board for a three-year term [21] - Huading Co., Ltd. announced that two shareholders plan to reduce their holdings by up to 3% of the total share capital [23] Group 8 - Jiahua Technology's shareholder plans to reduce holdings by up to 0.65% of the total share capital [25]

Core Insights - Storage product prices have not significantly decreased during the Double Eleven shopping festival, with some products even increasing in price compared to early November [3][4][5] - The price of DRAM and NAND flash memory has been rising due to increased demand from AI computing, leading to a supply shortage in the market [6][7] Price Trends - Many storage products on Tmall and JD have seen price increases since October, with some products experiencing price hikes of over 40% [5][6] - Specific examples include: - A G.Skill DDR5 24G×2 memory kit priced at 1899 yuan, up 400 yuan since early October [3] - An Adata DDR5 16G memory stick currently priced at 759 yuan, compared to 499-799 yuan in late October [4] - A Samsung DDR5 16G memory stick now at 849 yuan, up from below 500 yuan in early October [5] Market Dynamics - The increase in storage prices is attributed to a structural shift in production capacity towards server storage, impacting the supply for mobile and PC products [7] - TrendForce reports that the average price of DDR5 16G memory has risen by 4.24%, exceeding 23 USD, indicating a broader trend of price increases in the memory market [6][7] Stock Performance - Companies in the storage sector, such as Jiangbo Long, have seen stock prices rise significantly, with Jiangbo Long's stock increasing by 6.21% to reach a historical high [7] - Other related stocks have experienced fluctuations, with some, like Zhaoyi Innovation, seeing slight declines after reaching high prices [7]