证券日报网讯德明利11月18日在互动平台回答投资者提问时表示，截至2025年11月10日公司含信用账户 合并股东名册的股东数为39035户。 （文章来源：证券日报） ...

Core Viewpoint - The storage chip market is experiencing a significant price surge, driven by increased demand from AI data centers, leading to higher costs for end products and potential price hikes in consumer electronics [1][11][12]. Price Surge and Market Dynamics - The price of memory modules has increased dramatically, with some products seeing a nearly 70% rise in just one month [3]. - A specific DDR5 memory module rose from approximately 1000 RMB to 1679 RMB within a month, indicating a strong upward trend in pricing [3]. - The current market conditions are characterized by a lack of inventory, with many products showing as out of stock, leading to rapid price fluctuations [4]. Supply Chain and Manufacturer Impact - Chip procurement is becoming increasingly volatile, with prices changing daily and significant increases noted in the cost of storage materials [4][5]. - Major manufacturers like Samsung and SK Hynix are benefiting from this price increase, reporting substantial revenue and profit growth [7][8]. - The financial performance of storage module manufacturers has also improved significantly, with companies like Jiangbolong and Bawei Storage reporting revenue increases of over 50% [8]. Consumer Electronics and Pricing Pressure - The rising costs of storage components are expected to lead to increased prices for smartphones and laptops, with estimates suggesting a 5-15% increase in retail prices [9][10]. - Several smartphone manufacturers have already begun raising prices, citing increased storage costs as a primary factor [10]. Future Outlook and Demand Trends - The demand for storage products is expected to remain strong, particularly due to the ongoing growth in AI and data center requirements, with projections indicating that this trend will continue until at least the end of 2026 [11][13]. - Analysts predict that the fourth quarter will see further price increases for DRAM and NAND flash memory due to limited supply and heightened demand from cloud service providers [12].

沪指11月17日下跌0.46%，申万所属行业中，今日上涨的有17个，涨幅居前的行业为计算机、国防军 工，涨幅分别为1.67%、1.59%。电子行业今日上涨0.17%。跌幅居前的行业为医药生物、银行，跌幅分 别为1.73%、1.31%。 资金面上看，两市主力资金全天净流出319.53亿元，今日有6个行业主力资金净流入，计算机行业主力 资金净流入规模居首，该行业今日上涨1.67%，全天净流入资金72.11亿元，其次是国防军工行业，日涨 幅为1.59%，净流入资金为28.92亿元。 主力资金净流出的行业有25个，医药生物行业主力资金净流出规模居首，全天净流出资金87.89亿元， 其次是电力设备行业，净流出资金为76.44亿元，净流出资金较多的还有电子、非银金融、汽车等行 业。 电子行业今日上涨0.17%，全天主力资金净流出68.90亿元，该行业所属的个股共470只，今日上涨的有 264只，涨停的有2只；下跌的有200只，跌停的有1只。以资金流向数据进行统计，该行业资金净流入的 个股有168只，其中，净流入资金超亿元的有11只，净流入资金居首的是芯原股份，今日净流入资金 4.65亿元，紧随其后的是腾景科技、国科微，净 ...

以下文章来源于科创板日报 ，作者笠晨 科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 香农芯创半年报披露，在其上半年总营收（171.23亿元）的构成中，占绝对大头的是"电子元器件分销"业务，收入为166.14亿元，占比 97.03%。关于"分销"，根 据半年 报信息 ， 香农芯创手握韩国SK海力士和MTK的代理权及AMD的经销商资质， 客 户则主要是阿里巴 巴、华勤通讯这样的互联网云服务商和国内大型ODM。公司 分销业务采购分为订单采购与备货采购两种，以订单采购为主。 也就是说，香 农芯创的生意模式，主要是从SK海力士这样的存储原厂拿货，再卖给下游的阿里、华勤。分析人士表示，香农芯创的经营模式主要为占其 总营收高达97%的"分销"生意， 其实分成了两块—— "以销定采"的业务是基本盘，毛利稳定，赚的是"量"的钱，行情涨跌对这块业务的"毛利"影 响不大；"备货采购"的业务，则试图赚市场波动的钱。 此外，香农芯创证券部人士则称， 作为分销商，存储上游涨价对公司毛利率影响较 小， 影响主要来自量的变化 。 香农芯创还在半年报中披露了"自研芯片"的进展，其自主品牌"海普存储"，"已完成企 ...

价格方面，国海证券表示，六氟磷酸锂涨价对新能源产业链产生显著影响，目前部分市场报价高达15万元/吨，主流成交价 较10月中旬已翻倍。电解液添加剂VC、FEC（氟代碳酸乙烯酯）的价格也持续上涨。据上海有色网数据，VC主流价格从6 月初的4.87万元/吨反弹77%，达到11月12日的8.6万元/吨；FEC从5月底的3.3万元/吨反弹64%，达到11月12日的5.4万元/吨。 从成交额来看，本周成交额居前的个股包括特变电工、香农芯创、江波龙、德明利和阿特斯，分别为572.19亿元、526.49亿 元、353.49亿元、273.33亿元和252.02亿元。近30个交易日内股价创新高次数较多的个股有香农芯创和电投能源（各15 次），中信金属（14次），以及思源电气、云铝股份、天山铝业、瀚蓝环境和智洋创新（各13次）。 从个股集中的概念板块来看，新能源概念股继续走强，主要涉及六氟碳酸锂、VC添加剂（碳酸亚乙烯酯）、锂矿、电网设 备和储能五个方向。机构分析认为，锂电池产业链的集体大涨与政策利好及行业供需形势向好密切相关。 政策方面，国家能源局近期发布《关于促进新能源集成融合发展的指导意见》，统筹推进新能源大规模开发和高水平 ...

Core Insights - The new energy concept stocks continue to strengthen, with the power equipment sector seeing significant gains, leading to a total market capitalization exceeding 100 billion yuan for leading companies [1] - The lithium battery industry chain has experienced a collective surge, closely related to favorable policies and improved supply-demand dynamics [2] Group 1: Stock Performance - A total of 83 stocks reached historical highs this week, a decrease from 94 the previous week [1] - Among these, the power equipment, basic chemicals, and electronics sectors had the highest concentration of stocks reaching new highs, with 17, 11, and 11 stocks respectively [1] - The main board had 48 stocks, the Sci-Tech Innovation Board had 14, the Growth Enterprise Market had 18, and the Beijing Stock Exchange had 3 stocks reaching new highs [1] Group 2: Lithium Battery Industry - The lithium battery industry is benefiting from favorable policies, such as the recent guidelines from the National Energy Administration promoting large-scale development and high-level consumption of new energy [2] - In Q3, China's energy storage lithium battery shipments reached 165 GWh, a year-on-year increase of 65% [2] - The supply-demand situation is improving, with some products experiencing supply tightness, while demand for energy storage and power batteries is exceeding expectations [2] Group 3: Price Movements - Prices for lithium hexafluorophosphate have surged, with some market quotes reaching 150,000 yuan per ton, doubling since mid-October [3] - The prices of electrolyte additives VC and FEC have also increased significantly, with VC rising 77% from 48,700 yuan per ton in early June to 86,000 yuan per ton by November 12 [3] - FEC prices increased by 64%, from 33,000 yuan per ton at the end of May to 54,000 yuan per ton by November 12 [3] Group 4: Trading Volume - The stocks with the highest trading volumes this week included TBEA, Shannon Chip, Jiangbolong, Demingli, and Canadian Solar, with trading volumes of 57.22 billion yuan, 52.65 billion yuan, 35.35 billion yuan, 27.33 billion yuan, and 25.20 billion yuan respectively [3] Group 5: Market Capitalization - Among the 83 stocks, six had a market capitalization exceeding 100 billion yuan, with Agricultural Bank of China, Industrial and Commercial Bank of China, Baofeng Energy, Jiangbolong, and TBEA leading the list with market caps of 29,748.56 billion yuan, 29,403.52 billion yuan, 1,421.21 billion yuan, 1,220.01 billion yuan, and 1,195.49 billion yuan respectively [5] Group 6: Stock Price Increases - The stocks with the highest price increases this week included Huasheng Lithium Battery, Haike New Source, Furui Shares, Online and Offline, and Yuegui Shares, with increases of 79.61%, 71.38%, 61.23%, 46.55%, and 36.45% respectively [6]

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。 ...

Core Viewpoint - Kioxia's poor performance has negatively impacted the A-share market, leading to a significant decline in storage chip concept stocks, raising concerns about the overall health of the storage industry [1] Company Performance - Kioxia's adjusted net profit for the second fiscal quarter plummeted over 60% year-on-year, amounting to 41.7 billion yen (approximately 284 million USD), a substantial drop compared to the same period last year [1] - The company is facing dual pressures of declining revenue and rising costs, which has triggered market worries regarding the storage industry's outlook [1] Market Reaction - Following Kioxia's earnings report, several storage-related stocks in the A-share market experienced sharp declines, with notable drops including: - Baiwei Storage down 11% - Tongyou Technology and Jucheng Co. down over 9% - Other companies like Purang Co., Jiangbolong, and Kangqiang Electronics down over 8% [2] - The overall market sentiment reflects a lack of confidence in the storage sector, influenced by Kioxia's performance [1][2] Pricing Mechanism Impact - Analysts suggest that Kioxia's disappointing results may be attributed to its fixed-price agreements for supplying mobile NAND chips to Apple, which prevented the company from benefiting from the significant increases in spot prices [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。 ...