德明利11月28日大宗交易平台共发生8笔成交，合计成交量26.84万股，成交金额5506.13万元。以折溢价 进行统计，今日有7笔为折价交易，折价率最高达11.37%。从参与大宗交易营业部来看，机构专用席位 共出现在3笔成交的买方或卖方营业部中，合计成交金额为2071.79万元，净买入2071.79万元。 （文章来源：证券时报网） 11月28日德明利大宗交易一览 | 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） | | | | | 11.00 | 2418.90 | 219.90 | 0.00 | 招商证券股份有限公司长 | 国泰海通证券股份有限公司 | | | | | | 沙芙蓉中路证券营业部 | 重庆中山三路证券营业部 | | 5.13 | 999.84 | 194.90 | -11.37 | 机构专用 | 中国银河证券股份有限公司 | | | | | | | 深圳龙华证券营业部 | | 4.00 | ...

电子行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300475 | 香农芯创 | 6.35 | 13.33 | 90201.16 | | 300102 | 乾照光电 | 20.01 | 15.60 | 53567.28 | | 001309 | 德明利 | 2.67 | 10.66 | 44277.69 | | 300115 | 长盈精密 | 11.19 | 15.17 | 40053.24 | | 002222 | 福晶科技 | 6.82 | 12.76 | 39221.01 | | 301183 | 东田微 | 20.00 | 29.00 | 35270.44 | | 600601 | 方正科技 | 3.54 | 7.17 | 32441.83 | | 002475 | 立讯精密 | 1.44 | 1.32 | 30567.98 | | 601138 | 工业富联 | 0.75 | 0.84 | 19641.61 | | 002241 | 歌尔股份 | 2.95 | 4.29 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 出品：新浪财经上市公司研究院 值得关注的是，德明利2022年7月上市募资5.3亿元后，2025年1月刚通过定增募资9.89亿元，如今又要定增募资32亿元。德明利两次定增间隔仅11个月，并 且前次定增的投资进度仅70%，是否符合"不得少于18个月"等要求值得商榷。此外，公司此次定增项目中有在深圳福田新建研发总部，可IPO募投项目中 也有在深圳福田的研发中心，是否有重重之嫌？ 尽管公司上市后融资不断，但有息负债大幅攀升，经营活动产生的现金流一直为负，今年前三季度净利润甚至转亏。尤其是在此次定增方案公布前两个 月，公司实控人李虎、田华夫妇合计减持套现近5亿元，公司持股5%以上的股东魏宏章、徐岱群、金程源合伙等也开启"卖卖卖"模式巨额套现，这是否意 味着实控人及大股东们对公司发展前景不看好？ 32亿元定增是否合规待考 定增预案显示，德明利计划通过定增发行新股不超过68，065，881股（含本数），募资不超过32亿元，分别用于固态硬盘（SSD）扩产项目、内存产品 （DRAM）扩产项目、德明利智能存储管理及研发总部基地项目、补充流动资金，拟投入募资 ...

德明利公告称，近日控股股东李虎将所持公司775.2万股股份解除质押，占其所持股份比例9.76%，占公 司总股本比例3.42%，质权人为国泰海通证券，质押起始日为2024年12月25日，解除质押日为2025年11 月26日。同时，剩余230万股的解除质押日由原2025年11月25日延期至2026年11月26日。截至公告披露 日，李虎累计质押605万股，占其所持股份比例7.62%，占公司总股本比例2.67%。此前李虎减持计划已 实施完毕，本次解质不会影响公司控制权，质押风险可控。 ...

截至发稿，德明利市值为486亿元。 每经AI快讯，德明利（SZ 001309，收盘价：214.18元）11月27日晚间发布公告称，深圳市德明利技术 股份有限公司（以下简称"公司"）近日收到了控股股东李虎先生的通知，获悉其将所持有的公司部分股 份办理了解除质押手续，本次解除质押股份数量约为775万股。截至本公告日，李虎累计质押股数为605 万股，占其所持股份比例为7.62%。 2025年1至6月份，德明利的营业收入构成为：存储行业占比100.0%。 每经头条（nbdtoutiao）——灌水21万亿，高市早苗1.7万亿强化国防！日本负债率已远超债务危机时的 希腊，对美巨额投资致大规模资本外流，"卖出日元成国际趋势" （记者 曾健辉） ...

证券代码：001309 证券简称：德明利 公告编号：2025-125 深圳市德明利技术股份有限公司 关于控股股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或者重大遗漏。 二、股东股份累计质押基本情况 深圳市德明利技术股份有限公司（以下简称"公司"）近日收到了控股股东 李虎先生的通知，获悉其将所持有的公司部分股份办理了解除质押手续，具体情 况如下： | 股东名称 | 是否为控 股股东或 第一大股 东及其一 致行动人 | 本次解除质押 股份数量（股） | 占其所持 股份比例 （%） | 占公司总股 本比例（%） | 质押起始日 | 解除质押日 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | 李虎 | 是 | 7,752,000 | 9.76 | 3.42 | 2024 年 12 月 25 日 | 2025 年 11 月 26 日 | 国泰海通证 券股份有限 公司 | 一、本次股东股份解除质押基本情况 注：由于公司 2025 年 7 月 10 日实施 2024 年度权益分派，以资 ...

Core Viewpoint - Demingli (001309.SZ), a leading domestic storage module company, plans to raise up to 3.2 billion yuan through a private placement to enhance production capacity and technology in solid-state drives and memory products [1][3]. Fundraising Plan - The company intends to issue no more than 68.07 million shares, raising a total of up to 3.2 billion yuan for various projects, including SSD and DRAM expansion, and establishing a smart storage management and R&D headquarters [3][4]. - The investment amounts for the four projects are 1.123 billion yuan, 747 million yuan, 1.175 billion yuan, and 900 million yuan, with corresponding fundraising allocations of 984 million yuan, 664 million yuan, 652 million yuan, and 900 million yuan [4]. Financial Performance - Since Q3, storage product prices have rebounded, leading to a rapid recovery in Demingli's performance, achieving profitability in Q3 [1][8]. - In 2024, Demingli reported revenue of 4.773 billion yuan, a year-on-year increase of 168.74%, and a net profit of 351 million yuan, up 1302.3% [8]. - For the first three quarters of 2025, revenue reached 6.659 billion yuan, a year-on-year increase of 85.13%, but the company reported a net loss of 27.08 million yuan [8][9]. Shareholder Activity - Important shareholders have reduced their holdings, with the controlling shareholder, Li Hu, and his wife, Tian Hua, collectively cashing out approximately 497 million yuan in September 2025 [10][11][12]. - The stock price has seen significant fluctuations, dropping 29% from a peak of 306 yuan to 217.35 yuan as of November 26, 2025, despite a year-to-date increase of 250.16% [14].

11月25日晚间，德明利抛出定增方案，拟向特定对象发行股票募集资金总额不超过32亿元，分别投入到固态硬 盘、内存产品扩产等多个项目。 长江商报记者注意到，自2022年完成IPO之后，德明利曾在2024年12月定增募资9.71亿元。时隔不到一年再次计划 定增，德明利将借助本次募资提升产能规模及技术、资金实力。 自三季度以来，存储产品价格触底回升，德明利经营业绩快速反弹，三季度已实现扭亏为盈。 不过，业绩改善的同时，德明利遭重要股东减持。其中，2025年9月，德明利的实控人李虎、田华夫妇均实施减 持，合计套现4.97亿元。 截至11月26日收盘，德明利报217.35元/股，较11月13日的高点306元/股回撤29%，但年内涨幅仍达250.16%。 长江商报消息 ●长江商报记者 徐佳 国内存储模组领军企业德明利（001309.SZ）再度计划募资。 截至2025年10月末，德明利IPO募投项目累计已投资4.56亿元，均已在2024年完工。定增募投项目累计已投资6.97 亿元，投资进度为71.7%。 时隔不到一年再次计划募资 根据发行方案，德明利拟向特定对象非公开发行股票数量不超过6806.59万股，募集资金总额不超过 ...

Core Viewpoint - Demingli (001309.SZ) plans to issue up to 68.07 million A-shares to no more than 35 specific investors, raising a total of no more than 3.2 billion yuan, focusing on expanding production capacity for solid-state drives (SSD) and DRAM products, as well as building a smart storage management and R&D headquarters [1][3]. Fundraising and Project Allocation - The fundraising, after deducting issuance costs, will be allocated to four projects: 984 million yuan for SSD expansion, 664 million yuan for DRAM expansion, 652 million yuan for the smart storage management and R&D headquarters, and 900 million yuan for working capital [3]. - The implementation of these projects is expected to enhance the product layout and improve large-scale supply capabilities [3]. Financial Performance - Demingli has experienced rapid revenue growth, with a compound annual growth rate of 100.21% from 2022 to 2024. However, in the first nine months of 2025, the company faced a temporary decline in performance due to increased investments from major clients, heightened R&D efforts, and industry cyclical adjustments [3]. - As of September 30, 2025, the company's inventory value reached 5.94 billion yuan, accounting for 64.75% of total assets, alongside negative cash flow from operating activities and a significant amount of interest-bearing debt, indicating potential inventory devaluation and repayment pressures [3]. Previous Fundraising Activities - The company has previously raised funds through the capital market, including a net amount of 456 million yuan from its initial public offering in 2022, which has been fully invested in related projects, with a remaining balance of 5.24 million yuan for working capital [3]. - In 2024, Demingli raised a net amount of 972 million yuan from a specific issuance, with 697 million yuan already invested by October 31, 2025, leaving a balance of 278 million yuan (including interest and investment income) for cash management [3]. Project Adjustments - The announcement also revealed adjustments in investment amounts and implementation locations for some previous fundraising projects, with the embedded storage control chip and module R&D industrialization project not yet reaching the predetermined usable state, with an expected completion date of March 2027 [4].

Market Overview - The main board saw significant gains with notable stocks such as Huazhu Holdings (+10.11%), Huanrui Century (+10.05%), and Yanhua Intelligent (+10.04%) leading the charge [1] - The ChiNext board also performed well, with Sanwei Tiandi (+20.01%) and Saiwei Electronics (+16.27%) among the top gainers [1] - The Sci-Tech Innovation board experienced similar growth, highlighted by Mingwei Electronics (+20.01%) and Changguang Huaxin (+20.00%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+7.58%) and SW Printed Circuit Boards (+3.64%) [1] Domestic News - Chip-on-Micro's self-developed 350nm stepper lithography machine AST6200 has been shipped to clients after passing rigorous factory testing, tailored for advanced compound semiconductor manufacturing scenarios [1] - Tianfu Communication clarified that rumors regarding a $3 billion order from Google are untrue, emphasizing adherence to regulatory disclosure requirements for significant orders [1] - Hongtai Technology signed a memorandum of cooperation with ADI, integrating ADI's high-performance measurement chips into its new SoC testing platform [1] - ASE Group announced major real estate and expansion decisions, including a purchase of a new factory and collaboration on a technology park [1] Company Announcements - Demingli plans to raise up to 3.2 billion yuan through a private placement, with funds allocated for SSD expansion, DRAM expansion, and a new headquarters project [2] - SIRUI announced a suspension of trading due to plans for a major asset restructuring involving the acquisition of control over Ningbo Aola Semiconductor [2] - Sitaiwei declared a cash dividend of 1.25 yuan per 10 shares based on a total share count of 401,304,700 after accounting for repurchased shares [2] - Zongheng Communication reported the completion of a share reduction by major shareholders, decreasing their combined holding from 31.40% to 30.74% [2] Overseas News - Qualcomm launched its fifth-generation Snapdragon 8 mobile platform, featuring a custom Qualcomm Oryon CPU with a peak frequency of 3.8GHz, achieving a performance increase of 36% and a 76% improvement in web browsing response time [3] - JPR's Q3 2025 market report indicated a 145% quarter-on-quarter increase in global data center GPU shipments, while PC GPU shipments showed modest growth [3] - The ITC initiated a "337 investigation" into specific LCD devices and components, involving several Chinese companies and international firms [3] - GSMA's latest report warned that the mid-band spectrum required for 6G networks will be two to three times the currently available spectrum, urging governments to develop policies to avoid capacity bottlenecks in the 2030s [3]