证券代码：001309 证券简称：德明利 公告编号：2025-128 深圳市德明利技术股份有限公司 关于回购注销 2023 年和 2024 年限制性股票激励计划部分限制性股票完成 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。 特别提示： 1、本次回购注销 2023 年限制性股票激励计划限制性股票数量为 37,534 股，占公司 2023 年限制性股票激励计划首次授予登记完成但尚未解除限售的 限制性股票数量 526,280 股的 7.13%；本次回购注销 2024 年限制性股票激励 计划限制性股票数量为 3,080 股，占公司 2024 年限制性股票激励计划首次授 予登记完成但尚未解除限售的限制性股票数量 936,320 股的 0.33%。以上共 回购注销40,614股，占本次回购注销前公司总股本226,886,272股的0.0179%， 共向 6 名原限制性股票激励对象支付回购注销款 627,324.37 元。 2、本次回购注销部分限制性股票导致公司总股本减少 40,614 股，由 226,886,272 股变更为 226,845,658 股，并涉 ...

Group 1 - As of December 29, the A-share margin balance reached 25,517.34 billion yuan, an increase of 8.404 billion yuan from the previous trading day, accounting for 2.59% of the A-share circulating market value [1] - The margin trading volume on the same day was 230.053 billion yuan, a decrease of 9.696 billion yuan from the previous trading day, representing 10.65% of the A-share transaction volume [1] - Among the 31 primary industries, 18 experienced net financing inflows, with the non-ferrous metals industry leading with a net inflow of 2.449 billion yuan [1] Group 2 - A total of 53 stocks had net financing inflows exceeding 100 million yuan, with Zijin Mining leading at 658 million yuan [1] - Other notable stocks with significant net financing inflows included China Aluminum, Huadian Technology, and Aerospace Electronics [1] - Citic Securities' analysis indicates that compared to the hot copper futures market, related stocks have shown relatively calm performance due to market doubts about the sustainability of current commodity strength [2]

Group 1 - The core viewpoint of the news is that Demingli Technology Co., Ltd. has shown a positive stock performance, with a 1.47% increase in share price, reaching 244.30 CNY per share, and a total market capitalization of 55.428 billion CNY [1] - Demingli's main business involves the design and research of flash memory controller chips, development and optimization of storage module product application solutions, and sales of storage module products. The revenue composition includes embedded storage products (41.37%), solid-state drives (37.34%), mobile storage products (13.06%), memory modules (8.22%), and others (0.01%) [1] Group 2 - From the perspective of fund holdings, the Rongtong Advanced Manufacturing Mixed A Fund (014647) has a significant position in Demingli, holding 71,300 shares, which accounts for 4.33% of the fund's net value, ranking as the tenth largest holding [2] - The Rongtong Advanced Manufacturing Mixed A Fund has achieved a year-to-date return of 72.16%, ranking 404 out of 8087 in its category, and a one-year return of 71.58%, ranking 341 out of 8085 [2] Group 3 - The fund manager of Rongtong Advanced Manufacturing Mixed A is Wang Di, who has a tenure of 7 years and 196 days, with the fund's total asset size at 789 million CNY. The best return during his tenure is 223.99%, while the worst return is -6.17% [3]

Market Overview - The AI sentiment concerns have eased, leading to an overall increase in electronic technology stocks, with the electronic industry index rising by 4.71% and semiconductors up by 5.07% during the week of December 22-26, 2025 [1] - The consumer electronics sector saw a rise of 3.48%, while optical and optoelectronic stocks increased by 0.94% [1] - In the overseas market, the Christmas rally contributed to a general rise in tech stocks, with the Nasdaq increasing by 1.22% and the Hang Seng Tech index up by 0.37% [1] Industry Updates - The storage market continues to see price increases, with NAND flash wafer prices rising over 10% and SSD prices increasing by 15% to 20% in December [3] - Major storage suppliers like Samsung and SK Hynix have raised HBM3E prices by nearly 20% for 2026 [3] - Semiconductor manufacturers are also adjusting prices, with companies like Beijing Junzheng implementing new pricing for some storage and computing chips [3] Product Launches and Developments - Huawei launched the nova15 series, featuring the Kirin 9010S processor and advanced imaging systems [2] - Samsung introduced the Exynos 2600, the industry's first 2nm process smartphone application processor, claiming a performance improvement of up to 39% [2] - Groq and NVIDIA have signed a non-exclusive licensing agreement for inference technology, indicating ongoing collaboration in computing power [2] Investment Recommendations - The strong performance in the tech market and the acceleration of AI deployments by major companies suggest potential investment opportunities in firms like SMIC, Beijing Junzheng, and Huafeng Technology [4] - The ongoing price increases in storage and wafer production may benefit companies involved in these sectors [4]

Market Overview - The main board saw significant gains with stocks like Suzhou Kedah (+10.05%), Dianke Network Security (+10.01%), and Tongyu Communication (+10.01%) leading the charge [1] - The ChiNext board also performed well, with stocks such as Baina Qiancheng (+20.08%) and Jiayuan Technology (+20.00%) showing strong increases [1] - The Sci-Tech Innovation board was led by Youkede-W (+19.99%) and Nanya New Materials (+13.59%) [1] - Active sub-industries included SW Military Electronics III (+1.56%) and SW Other Communication Equipment (+1.38%) [1] Domestic News - CINNO announced the equipment relocation ceremony for its new optical functional film project, with a total investment of approximately 5 billion yuan, planning to build five internationally leading intelligent display material production lines [1] - Weijie Chuangxin launched a Wi-Fi 7 & Bluetooth dual-connection front-end module (FEM) suitable for lightweight portable devices [1] - Unisoc plans to establish Unisoc Technology with several partners, focusing on independent operations for automotive domain control chips, enhancing collaboration with major clients [1] - Jingsheng Electromechanical successfully delivered a 12-inch single-wafer silicon carbide epitaxial growth equipment, featuring advanced temperature control and automated functions [1] Company Announcements - Chip Origin announced a voluntary disclosure regarding new orders, reporting a new order amount of 2.494 billion yuan for Q4 2025, a year-on-year increase of 129.94%, with over 84% related to AI computing power [2] - Aiko Optoelectronics received a government subsidy of 1.74 million yuan [2] - Yaxin Security reported a government subsidy of approximately 3.461 million yuan for operational support [2] - Online and Offline announced government subsidies for its subsidiaries, with Wuxi Lingheng receiving 2.603 million yuan and 17 million yuan, and Jiangsu Yifei receiving 32,400 yuan and 3 million yuan [2] International News - Global semiconductor market insights indicate that demand for mainstream terminal applications in 2026 may be conservative due to international conditions, despite expected restocking in automotive and industrial control sectors by the end of 2025 [2] - SEAJ reported that Japan's semiconductor equipment sales reached 420.67 billion yen in November 2025, marking a 3.7% year-on-year increase and setting a historical record for the month [2] - MouseComputer announced a price increase due to rising memory costs and has temporarily suspended online sales [2] - Apple received a significant patent for a head-mounted display device that can dynamically adjust optical lens properties based on user environment and behavior [2]

Group 1: Institutional Trading Insights - On the institutional trading leaderboard, 46 stocks were listed, with 25 experiencing net buying and 21 facing net selling [1] - The top three stocks with the highest net buying by institutions were Aerospace Development (482 million), Demingli (205 million), and China Satellite (200 million) [1] Group 2: Aerospace Sector Developments - Aerospace Development saw a price increase of 10% with 3 buyers and no sellers [2] - The company North Navigation is a leader in the satellite navigation industry, focusing on products, system applications, and operational services [2] - Tongyu Communication is investing 30 million in Hongqing Technology, a key satellite component enterprise, to strengthen its upstream component layout [2] - The Chinese "Zhuque-3" rocket is in critical verification stages, aiming to replicate cost-reduction pathways in reusable rockets [2] - The Hainan Wenchang Satellite Super Factory, designed to produce 1,000 satellites annually, is expected to be completed by the end of 2025, significantly reducing single-satellite costs [2] Group 3: Lithium Battery Sector Updates - Huayou Cobalt is expanding its business in electrolyte additives and functional lithium salts, coordinating with its lithium hexafluorophosphate operations [4] - Tianqi Lithium's pricing strategy will shift from current standards to referencing Mysteel's battery-grade lithium salt prices or the main contract prices of lithium carbonate futures from the Shanghai Futures Exchange starting January 1, 2026 [4] - Hunan Youneng announced a maintenance period for some production lines starting January 1, 2026, lasting one month [5] - Wanrun New Energy will also undergo planned production cuts for its lithium iron phosphate production lines starting December 28 for one month [5] - Mining Securities anticipates a tight supply-demand balance in the third quarter of 2025, with potential price increases in 2026 due to inventory behaviors during peak seasons [5]

Group 1 - The core point of the article highlights the performance of various sectors and stocks, indicating significant inflows and outflows of capital in the market [2][4][5][6] - The new energy sector leads in net capital inflow with 78.02 billion, followed by power equipment and non-ferrous metals [3] - The electronics sector experiences the highest net capital outflow at -150.94 billion, followed by semiconductors and communications [4] Group 2 - The top individual stocks with net capital inflow include Yangguang Electric with 21.51 billion and Aerospace Development with 20.84 billion [5] - The stocks with the highest net capital outflow include Aerospace Electronics at -19.65 billion and Dingfu Lian at -15.86 billion [6] - The ETF market shows significant trading activity, with the A500 ETF Fund achieving a transaction amount of 150.653 billion, reflecting a 7.86% increase from the previous trading day [7] Group 3 - The futures market indicates that both long and short positions have increased across the four major index futures contracts, with notable long position increases in IH and IF contracts [8] - Institutional trading activity is high, with significant purchases in stocks like Aerospace Development and Dingfu Lian, while notable sell-offs occurred in stocks like Tianji Shares and Aerospace Electronics [9][10] - Retail and quantitative funds are also active, with substantial buying in stocks like Dingfu Lian and Aerospace Development, indicating a diverse interest from different types of investors [11][12][13]

Core Viewpoint - Demingli's stock experienced a significant increase, reaching the daily limit with a turnover rate of 16.36% and a transaction volume of 6.187 billion yuan, indicating strong market interest and activity [2] Group 1: Trading Activity - The stock was listed on the Dragon and Tiger list due to a daily price deviation of 9.68%, with institutional investors net buying 205 million yuan [2] - The top five trading departments accounted for a total transaction volume of 1.342 billion yuan, with a net buying amount of 347 million yuan [2] - Over the past six months, the stock has appeared on the Dragon and Tiger list 14 times, with an average price increase of 4.05% the day after being listed and an average increase of 12.61% over the following five days [2] Group 2: Capital Flow - The stock saw a net inflow of 1.101 billion yuan from major funds today, with a significant inflow of 1.242 billion yuan from large orders, while large orders saw a net outflow of 141 million yuan [2] - In the past five days, the net inflow of major funds totaled 2.215 billion yuan [2] Group 3: Margin Trading Data - As of December 25, the latest margin trading balance for the stock was 3.206 billion yuan, with a financing balance of 3.199 billion yuan and a securities lending balance of 672.06 million yuan [3] - Over the past five days, the financing balance increased by 564 million yuan, representing a growth of 21.39%, while the securities lending balance increased by 1.8938 million yuan, with a growth rate of 39.23% [3]

Group 1 - Demingli (001309.SZ) reached the daily limit increase with a turnover rate of 16.36% and a transaction volume of 6.187 billion yuan [1] - Institutional investors bought a total of 447 million yuan and sold 242 million yuan, resulting in a net purchase of 205 million yuan [1] - Retail investors, identified as "low-position excavators," ranked fifth in buying, with a net purchase of 103 million yuan [1] Group 2 - The top five buying entities accounted for a total of 84.466 million yuan, representing 13.65% of the total transaction volume [2] - The largest buying amount came from an institutional entity with 169.59 million yuan, constituting 2.74% of the total transaction [2] - The second-largest buying amount was also from an institutional entity, totaling 162.64 million yuan, which is 2.63% of the total transaction [2]

12月26日，德明利大宗交易成交2.51万股，成交额599.89万元，占当日总成交额的0.1%，成交价239 元，较市场收盘价239元持平。 | 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 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-12-26 | 001309 | 德明利 | 239.00 | 2.51 | 599.89 | 中信证券股份有限 | 兴业证券股份有限 | | | | | | | | 公司北京总部证券 | 公司湖南分公司 | | | | | | | | 营业部 | | ...