Core Viewpoint - Deminli (001309) has announced that its recent business operations are normal, with no significant changes in the internal and external operating environment. The company is currently planning a refinancing initiative, which is still in the internal communication phase, and no specific plan or amount has been determined yet [1][2]. Company Overview - Deminli is a solution provider focused on the storage sector, with integrated circuit design and R&D as its core technological foundation. The company has developed a dual-support system of "hard technology + soft services" and has mastered the core technology of self-controlled main control chip R&D and industrial application [1]. - The product line includes solid-state drives, embedded storage, memory modules, and mobile storage, widely used in data centers, mobile phones, automotive electronics, tablets, and security monitoring [1]. - Deminli has been providing customized, high-quality, and high-performance storage products and solutions to customers in over 100 countries and regions [1]. Stock Trading Activity - Deminli's stock price has experienced an abnormal fluctuation, with a cumulative closing price increase of over 20% over three trading days (November 6, 7, and 10, 2025) [1]. - The company confirmed that there are no corrections or supplements needed for previously disclosed information and has not identified any significant undisclosed information affecting stock prices [2]. Supply Chain and Market Position - As a leading company in the domestic storage module industry, Deminli maintains close cooperation with major storage manufacturers like Yangtze Memory Technologies and Changxin Memory Technologies [2]. - The company is enhancing its supply chain risk management capabilities and establishing a diversified raw material supply system to adapt to the global supply shortage [2]. Future Market Outlook - The rapid evolution and widespread application of technology driven by the AI wave have led to an explosive growth in data storage demand, providing long-term development momentum for the storage industry [3]. - Following recent price increases by major players like Samsung and Micron, storage product prices are expected to continue rising in the fourth quarter due to increased capital expenditure forecasts from leading tech companies and growing demand for storage in servers and data centers [3].

格隆汇11月10日丨德明利(001309.SZ)公布股票交易异常波动公告，公司正在筹划再融资事项，该事项 尚处于内部沟通阶段，尚未制定明确方案，融资方式及融资金额尚未确定，该事项存在不确定性，如后 续公司实施再融资事项，尚需履行公司决策程序并经有关部门同意。公司是否实施再融资事项、能否通 过批准或同意以及最终实施时间均存在不确定性。同时，再融资事项亦存在因市场环境以及其他原因被 暂停、被终止的风险。 ...

36氪获悉，德明利披露股票交易异动公告称，公司近期经营情况正常，内外部经营环境未发生重大变 化。公司目前正在筹划再融资事项，该事项尚处于内部沟通阶段，尚未制定明确方案，具体融资方式及 金额尚未确定。 ...

格隆汇11月10日丨德明利(001309.SZ)发布股票交易异常波动公告称，公司正在筹划再融资事项，该事 项尚处于内部沟通阶段，尚未制定明确方案，融资方式及融资金额尚未确定，该事项存在不确定性，如 后续公司实施再融资事项，尚需履行公司决策程序并经有关部门同意。公司是否实施再融资事项、能否 通过批准或同意以及最终实施时间均存在不确定性。同时，再融资事项亦存在因市场环境以及其他原因 被暂停、被终止的风险。公司将严格遵守法律、行政法规及规范性文件的规定，根据该事项进展及时履 行信息披露义务，敬请广大投资者注意投资风险。 登录新浪财经APP 搜索【信披】查看更多考评等级 ...

人民财讯11月10日电，德明利（001309）11月10日披露股票交易异动公告称，公司近期经营情况正常， 内外部经营环境未发生重大变化。公司目前正在筹划再融资事项，该事项尚处于内部沟通阶段，尚未制 定明确方案，具体融资方式及金额尚未确定。 ...

证券代码：001309 证券简称：德明利 公告编号：2025-117 深圳市德明利技术股份有限公司 股票交易异常波动公告 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。 一、股票交易异常波动的情况 深圳市德明利技术股份有限公司（证券简称：德明利，证券代码：001309， 以下简称"公司"或"本公司"）连续 3 个交易日（2025 年 11 月 6 日、2025 年 11 月 7 日、2025 年 11 月 10 日）收盘价格涨幅偏离值累计超过 20%，根据《深圳 证券交易所交易规则》的相关规定，属于股票交易异常波动的情况。 二、公司关注、核实情况说明 三、是否存在应披露而未披露信息的说明 公司董事会确认，除前述正在筹划的再融资事项外，公司目前没有任何根据 《深圳证券交易所股票上市规则》等有关规定应予以披露而未披露的事项或与该 事项有关的筹划、商谈、意向等；董事会也未获悉公司有根据《深圳证券交易所 股票上市规则》等有关规定应予以披露而未披露的、对本公司股票交易价格产生 较大影响的信息；公司前期披露的信息不存在需要更正、补充之处。 针对公司股票异常波动，公司董事 ...

据多家媒体报道，闪存龙头企业闪迪(SanDisk)11月大幅调涨NAND闪存合约价格，涨幅高达50%。 据悉，这是闪迪今年以来至少第三次涨价，其在4月宣布全系涨价10%之后，又在9月初针对全部渠道和消费类产品执行10%普涨。 二级市场上，近四个月闪迪股价累计涨幅达450%。当地时间11月7日，闪迪大涨15.31%，报289.48美元/股，市值约为351亿美元。 今日A股存储芯片板块继续走强，多股年内股价翻倍，其中香农芯创年内累涨近500%，德明利股价累涨超330%，东芯股份、江波龙累涨超200%，聚辰股份 涨超150%。 | 序 代码 | | | 演唱 | | 最新 派最大 | 今年涨幅%1 | | --- | --- | --- | --- | --- | --- | --- | | | 300475 | 香农芯创 ■ ◆ # | | 167.53 | -1.45 | 489.89 | | 2 | 001309 | 德明利 | R +8 | 269.50 | 0.93 | 334.19 | | m | 688110 | 乐心股份 | R + | 89.91 | -4.23 | 261.08 | | 4 | ...

排排网集团旗下融智投资FOF基金经理李春瑜在接受上海证券报记者采访时称，机构积极参与上市公司 定增，主要有两方面考量：一是定增折价优势为投资提供了安全边际；二是市场结构性行情演绎下，定 增项目锁定半年的风险降低。 公私募年内斥资超350亿元参与定增 电子行业备受青睐 ◎胡尧 记者 马嘉悦 结构性行情演绎过程中，公私募参与上市公司定增的热度升温。私募排排网数据显示，截至11月6日， 按定增上市日统计，今年以来私募机构参与了53家A股公司定增，合计获配金额超50亿元。同时，今年 以来已有37家公募机构参与A股上市公司定增，合计获配金额超300亿元。从行业分布来看，电子板块 成为公私募机构参与定增的主阵地。 在业内人士看来，公私募加速布局电子板块定增项目，显示出机构资金对中国科技产业中长期走势的乐 观预期，未来伴随着AI向各个产业加速渗透，机构资金或将持续涌入相关板块，大科技领域的投资机 会也会愈发丰富。 公私募积极参与定增 今年以来，私募参与定增的热度显著升温。私募排排网数据显示，截至11月6日，按定增上市日统计， 今年以来共有51家私募参与了分布于17个申万一级行业的53家A股公司定增，合计获配金额达55.24 ...

又一家存储龙头宣布涨价！ 据智通财经援引媒体报道，闪存龙头闪迪（SanDisk）11月大幅调涨NAND闪存合约价格，涨幅高达 50%。据悉，这是闪迪今年以来至少第三次涨价。 自9月起，主流存储涨价预期和持续性大幅加强。除了HBM，DRAM、NAND闪存、SSD和机械硬盘全 系列存储产品持续面临缺货涨价。近期多家存储原厂暂停DDR5报价，短短一周内，DDR5现货价格飙 升25%。 佰维存储更为详细分析了存储行情的变迁。受全球宏观经济环境影响，存储价格在2025年第一季度达到 阶段性低点，公司一季度产品销售价格降幅较大。而第三季度实现实现营收26.63亿元，同比增长 68.06%；第三季度归母净利润2.56亿元，同比增长563.77%，环比大幅增长1005.4%。 本周A股存储芯片板块走强。截至11月7日，共10股股价年内翻倍，其中德明利（001309）股价涨近 330%，东芯股份、江波龙（301308）涨超200%，聚辰股份等7股涨超100%。 | 名称 | 现价 | 涨跌幅 | 换手率 | 市智率 | 年初至今 ▼ | | --- | --- | --- | --- | --- | --- | | 德明利 | ...

Group 1 - Fangzheng Technology's subsidiary plans to invest 1.364 billion yuan in an AI expansion project in Chongqing to quickly increase production capacity [1] - The current production capacity at the Chongqing base cannot meet customer order demands, necessitating this investment [1] - The expansion aims to strategically optimize product structure and enhance the company's ability to meet the needs of high-end clients in AI, cloud computing, and big data sectors [1] Group 2 - Huadian Technology signed a contract worth approximately 3.415 billion yuan for a 1 million kW offshore wind power project, which constitutes about 45.29% of the company's latest audited revenue [2] - This contract is expected to have a positive impact on the company's operating performance [2] Group 3 - ST Huayun applied to revoke other risk warnings after receiving a penalty notice from the China Securities Regulatory Commission for false reporting from 2018 to 2022 [3] - The company has completed a review and found no conditions warranting the risk warning, thus meeting the criteria for revocation [3] Group 4 - Meihua Biological's controlling shareholder was sentenced to three years in prison (suspended for five years) for manipulating the securities market, but this matter does not affect the company's operations [4] - The company confirmed that its production and business activities remain normal despite the legal issues surrounding the shareholder [4] Group 5 - Shanghai Xiba's board members are under investigation for suspected short-term trading, but this investigation is personal and will not significantly impact the company's daily operations [5] Group 6 - Changcheng Technology terminated plans for a change in control due to a lack of consensus on key matters, and its stock will resume trading on November 10, 2025 [6] Group 7 - Hefei China reported a 23.91% year-on-year decline in consolidated revenue for the period from January to October 2025, totaling 587 million yuan [8] Group 8 - Various companies are involved in significant project wins and collaborations, including Rayco Defense acquiring minority stakes in a subsidiary and several companies winning contracts for large-scale projects [13]