截至11月28日，市场融资余额合计2.46万亿元，较前一交易日增加14.84亿元，这已经是融资余额连续4 个交易日持续增加，其中，沪市融资余额12433.35亿元，较前一交易日增加1744.92万元；深市融资余额 12056.39亿元，较前一交易日增加14.28亿元；北交所融资余额75.27亿元，较前一交易日增加3884.00万 元。 证券时报·数据宝统计显示，具体到个股，11月28日共有1680只股获融资净买入，净买入金额在千万元 以上的有387只，其中20只融资净买入额超亿元。新易盛融资净买入额居首，当日净买入11.71亿元，其 次是中际旭创、香农芯创，融资净买入金额分别为8.60亿元、4.63亿元，融资净买入金额居前的还有德 明利、东山精密、永太科技等。 融资客大手笔净买入个股中，从最新融资余额占流通市值比例看，算术平均值为4.74%，融资余额占比 最高的是永太科技，该股最新融资余额16.64亿元，占流通市值的比例为8.02%，融资余额占比较高的还 有东材科技、香农芯创、东山精密，占比分别为7.20%、7.11%、6.75%。（数据宝） | | 业 | | | | | 属 | | --- | --- | ...

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 ...

Core Viewpoint - Demingli plans to raise 3.2 billion yuan through a private placement to expand production, build a new headquarters, and supplement working capital, despite previous fundraising efforts and rising debt levels [1][6][9]. Group 1: Fundraising and Financial Performance - Demingli has conducted multiple fundraising rounds since its IPO in July 2022, raising 530 million yuan initially, followed by 989 million yuan in January 2025, and now seeking an additional 3.2 billion yuan [1][2]. - The investment progress from the previous fundraising round is only about 71.7%, raising questions about compliance with regulatory requirements that typically mandate an 18-month gap between fundraising events [3][5]. - The company has reported significant fluctuations in profitability, with a net profit of 0.11 billion yuan in 2022, a rebound to 3.03 billion yuan in 2024, but a loss of 0.5 billion yuan in the first three quarters of 2025 [6][7][9]. Group 2: Debt and Cash Flow Issues - Demingli's cash flow from operating activities has been negative, with figures of -3.31 billion yuan in 2022, -10.15 billion yuan in 2024, and -14.95 billion yuan in the first three quarters of 2025, indicating a worsening financial situation [8]. - The company's interest-bearing debt has increased dramatically from 0.26 billion yuan in 2019 to 47 billion yuan by the end of the third quarter of 2025, leading to high financial costs that impact profitability [8][9]. Group 3: Management and Governance Concerns - Prior to the announcement of the new fundraising plan, the controlling shareholders, including Li Hu and Tian Hua, sold shares worth nearly 500 million yuan, raising concerns about their confidence in the company's future [1][14]. - Several major shareholders have also engaged in significant share sell-offs, indicating a potential lack of faith in the company's growth prospects [14][15]. Group 4: Project Specifics and Compliance - The new fundraising plan includes 6.52 billion yuan for a new headquarters in Shenzhen, despite an existing R&D center funded during the IPO, raising questions about project redundancy [10][11][13]. - The total investment for the new headquarters project is estimated at 1.175 billion yuan, with a construction period of 36 months [11].

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].

Core Viewpoint - The company Demingli (001309.SZ), a leading domestic storage module enterprise, plans to raise up to 3.2 billion yuan through a private placement to enhance its production capacity and technological strength [2][4]. Group 1: Fundraising Plans - Demingli intends to issue no more than 68.07 million shares to specific investors, raising a total of up to 3.2 billion yuan for projects including solid-state drive (SSD) expansion, memory product (DRAM) expansion, and the establishment of an intelligent storage management and R&D headquarters [4][5]. - The investment amounts for the four major projects are 1.123 billion yuan, 747 million yuan, 1.175 billion yuan, and 900 million yuan, respectively [4]. Group 2: Financial Performance - Since the third quarter of 2025, Demingli has seen a rapid rebound in its operating performance, achieving profitability after a period of losses [3][6]. - 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% [6][7]. - For the first three quarters of 2025, the company generated revenue of 6.659 billion yuan, a year-on-year increase of 85.13%, but reported a net loss of 27.0765 million yuan [6][7]. Group 3: Shareholder Activity - Important shareholders have reduced their holdings, with the controlling shareholders Li Hu and Tian Hua collectively cashing out approximately 497 million yuan in September 2025 [3][8]. - As of November 26, 2025, Demingli's stock price was 217.35 yuan per share, down 29% from its peak of 306 yuan on November 13, 2025, but still reflecting a year-to-date increase of 250.16% [3][8].

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].