Shenzhen Techwinsemi Technology Company Limited(001309)

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万亿巨头,大涨!成交额第一
Zhong Guo Zheng Quan Bao· 2025-09-22 08:59
Market Overview - The A-share market saw a slight increase in the three major indices, with a focus on technology stocks, particularly in the consumer electronics, chip supply chain, and liquid cooling server sectors [1] - The total market turnover reached 2.14 trillion yuan, a decrease of 206.9 billion yuan compared to the previous day [4] Technology Sector - GPU leader Moer Thread's IPO on the Sci-Tech Innovation Board is scheduled for September 26, leading to a surge in related concept stocks [1] - Zhongke Shuguang (603019) hit the daily limit, closing at 117.51 yuan per share, with a total market value exceeding 170 billion yuan [1] - The chip supply chain remained active, with Demingli (001309) achieving a historical high with two consecutive limit-ups, and Haiguang Information rising nearly 11% to also reach a historical high [1] - SMIC's stock increased over 6%, with a latest market value of 1.03 trillion yuan and a trading volume close to 20 billion yuan, ranking first in A-shares [1] Liquid Cooling Server Concept - The liquid cooling server concept stocks experienced fluctuations but ultimately surged, with Industrial Fulian (601138) rising significantly and breaking the 70 yuan per share mark, reaching a historical high [3] Zodiac Concept Stocks - Stocks with "horse" in their names saw significant gains, with multiple stocks like Tianyi Ma (301178) and Demar Technology rising sharply [5] - The upcoming Year of the Horse in the lunar calendar has led to increased speculation in zodiac-themed stocks, following a historical trend of such stocks gaining traction in the fourth quarter [6][7] Precious Metals Sector - The gold sector saw a strong performance towards the end of the trading day, with stocks like Zhongjin Gold (600489) and Hunan Silver (002716) experiencing significant increases [4] Tourism and Hotel Sector - The tourism and hotel sector faced a downturn, with the tourism and hotel index declining, particularly for companies like Tianfu Cultural Tourism (000558) [8] - As the National Day and Mid-Autumn Festival approach, there is an increase in long-distance travel demand, with platforms reporting a notable rise in outbound travel intentions and flight bookings [10] Film and Entertainment Sector - The upcoming National Day holiday will see the release of over ten new films, indicating a trend towards sequels and IP-based productions, which may attract investor attention towards the film and cinema sector [11]
连板股追踪丨A股今日共73只个股涨停 杭电股份5连板
Di Yi Cai Jing· 2025-09-22 08:01
Core Viewpoint - The A-share market experienced significant activity on September 22, with a total of 73 stocks hitting the daily limit up, indicating strong investor interest and market momentum [1]. Group 1: Stock Performance - Hangzhou Dianzi shares (杭电股份) achieved a five-day consecutive limit up, driven by the optical communication sector [1]. - Demingli (德明利), a storage chip concept stock, recorded a two-day consecutive limit up, reflecting positive sentiment in the semiconductor industry [1]. Group 2: Notable Stocks and Concepts - ST Zhengping (*ST正平) led with seven consecutive limit ups in the road and bridge engineering sector [1]. - Yunnan Tourism (云南旅游) and Huashu Technology (华软科技) both saw four and two consecutive limit ups respectively, indicating growing interest in humanoid robots and fine chemicals [1]. - Other notable stocks include Red Bean Shares (红豆股份) with three consecutive limit ups in new retail, and Fulongma (福龙马) also with three in the robotics sector [1].
德明利涨停,成交额14.37亿元,近5日主力净流入-3.44亿
Xin Lang Cai Jing· 2025-09-22 07:33
Core Viewpoint - The company Demingli has shown significant growth in revenue and is benefiting from trends in AI and storage technology, while also being recognized as a "specialized and innovative" enterprise in China [2][3]. Group 1: Company Overview - Demingli focuses on the design and development of flash memory controller chips and storage module products, with a product range that includes storage cards, disks, and solid-state drives, primarily targeting the mobile storage market [2][7]. - The company was established on November 20, 2008, and went public on July 1, 2022, with a current market capitalization of 35.192 billion yuan [7]. - The revenue composition includes embedded storage products (41.37%), solid-state drives (37.34%), mobile storage products (13.06%), and memory modules (8.22%) [7]. Group 2: Financial Performance - For the first half of 2025, Demingli achieved a revenue of 4.109 billion yuan, representing a year-on-year growth of 88.83%, while the net profit attributable to shareholders was -118 million yuan, a decrease of 130.43% year-on-year [8]. - As of September 10, the number of shareholders was 31,300, a decrease of 7.77%, with an average of 5,101 circulating shares per person, an increase of 8.42% [8]. Group 3: Market Position and Recognition - Demingli has been recognized as a "specialized and innovative" small giant enterprise, which signifies its strong market presence, innovation capabilities, and high market share in niche markets [2]. - The company has a significant overseas revenue share of 69.74%, benefiting from the depreciation of the Chinese yuan [3]. Group 4: Recent Developments - On June 28, 2024, Demingli launched a new series of DDR5 SO-DIMM and U-DIMM memory modules for AI PCs, with a single module capacity of up to 48GB and a theoretical bandwidth of 32GB/s [2]. - The company also produces VCSEL optical chips, which are primarily used in 5G mobile communications and AI applications [2].
【大涨解读】内存、闪存:AI引发供需失衡,海外大行预测存储“超级周期将至”,涨价幅度有望超预期
Xuan Gu Bao· 2025-09-22 06:44
Market Overview - On September 22, the storage sector saw gains in memory, flash memory, and storage chips, with notable performances from companies like Demingli and Wanrun Technology, which hit the daily limit, and others like Kaipu Cloud and Juchen Co., which rose over 10% [1] Company Performance - Demingli (001309.SZ) achieved a price of 155.11 with a 10.00% increase, focusing on enterprise-level storage applications in servers and data centers, with a market cap of 24.783 billion [2] - Wanrun Technology reached a price of 15.82, up 10.01%, with a market cap of 13.372 billion, and is involved in semiconductor storage [2] - Juchen Co. (002654.SZ) saw a 14.57% increase, focusing on EEPROM technology and collaborating on DDR5 memory [2] - Kaipu Cloud (688123.SS) is planning to acquire a 70% stake in Nanning Taike, expanding its semiconductor storage product line [2] - Other companies like Xiangnan Zhichuang and Zhaoyi Innovation also reported gains, with Zhaoyi Innovation being ranked third globally in NOR Flash market [2] Industry Events - Morgan Stanley upgraded the memory industry rating from "neutral" to "attractive," predicting a super cycle driven by AI demand leading to supply shortages, particularly in traditional flash memory [3] - The report highlighted that NOR flash is expected to remain in low supply until 2026 due to competition for production capacity from higher-margin products [3] - DDR4 supply is projected to be insufficient by 10% to 15% from Q4 2025 to Q2 2026, with price increases expected due to urgent orders in the cloud server sector [4] Price Adjustments - Micron announced a price increase of 20%-30% for storage products, following SanDisk's 10% increase, with all DDR4 and DDR5 products halting quotes temporarily [4] - Samsung also informed clients of expected price hikes for DRAM and NAND products, with DRAM capacity projected to be only 20% of 2025 levels [4] Institutional Insights - The recent price adjustments by Micron and SanDisk are seen as a result of the AI-driven restructuring of the storage chip industry, leading to a widening supply gap for DDR4 [5] - Trendforce noted that HDD suppliers have not planned for capacity expansion, resulting in extended delivery times and an increasing shift towards SSDs due to narrowing price differences [5] - The NAND market has maintained low capacity utilization, with expectations for price increases driven by high demand for enterprise SSDs [5]
超3400只个股下跌
第一财经· 2025-09-22 04:10
2025.09. 22 本文字数:1532,阅读时长大约3分钟 作者 | 一财阿驴 11:31 A股午盘|沪指涨0.07% 上证指数涨0.07%,深成指涨0.17%,创业板指跌0.09%。消费电子、贵金属、液冷服务器、华为昇 腾概念涨幅居前,影视、旅游、光伏板块走弱。 个股方面,工业富联、德明利双双续创历史新高,工业富联涨超8%,德明利录得两连板。 沪深两市半日成交额1.34万亿,较上个交易日缩量1511亿。全市场超3400只个股下跌。 10:49 机器人概念股涨幅扩大,横河精密20cm涨停,万马股份、大洋电机、盈趣科技等十余只个股 涨停。 | 代码 | 名称 | 涨幅 | 现价 | | --- | --- | --- | --- | | 300239 | 横河精密 | +20.00% | 48.48 | | 301013 | 利和兴 | +15.37% | 30.70 | | 301512 | 智信精密 | +14.11% | 52.89 | | 688360 | 德马科技 | +11.87% | 26.57 | | 301308 | 江波龙 | +11.16% | 142.23 | | 832978 | ...
半导体板块再度走强 芯原股份、德明利等创新高
Zheng Quan Shi Bao Wang· 2025-09-22 02:35
Core Viewpoint - The semiconductor sector is experiencing significant growth, driven by domestic companies and advancements in GPU technology, with a strong emphasis on localization and self-sufficiency in semiconductor equipment [1][2] Group 1: Market Performance - Semiconductor stocks showed strong performance on the 22nd, with notable gains: Chip Origin Co. surged over 15%, Jucheng Co. and Jiangbolong both increased by approximately 12%, and Demingli hit the daily limit, also reaching a new high [1] - Other companies like Lexin Technology, Baiwei Storage, and Hengxuan Technology saw increases of over 7% [1] Group 2: Company Developments - Moer Thread is set to go public on the Sci-Tech Innovation Board, focusing on self-developed full-function GPUs aimed at high-performance computing fields such as AI and digital twins [1] - The company has successfully launched four generations of GPU architecture and has developed a product matrix covering AI computing, cloud computing, and personal computing [1] Group 3: Industry Trends - The domestic semiconductor equipment localization rate is on the rise, with nearly 70% of wafer manufacturing companies not yet using domestic equipment [1] - There is a significant demand for GPU cards in China, with an estimated production gap of around 3 million units [1] - The semiconductor industry is focused on increasing the localization rate across the entire supply chain, from equipment and materials to manufacturing and advanced packaging [1] Group 4: Future Outlook - According to CITIC Securities, the long-term direction for semiconductor equipment localization is clear, with domestic wafer plants potentially increasing their global market share from about 10% to 30% [2] - The localization rate of equipment could rise from approximately 20% to between 60% and 100%, indicating substantial growth potential [2] - While short-term investment in domestic semiconductor wafer plants may appear subdued, leading storage manufacturers are expected to initiate new projects, and advanced logic manufacturers are increasing production capacity, suggesting a new growth phase for semiconductor equipment [2]
存储芯片板块盘初拉升,德明利触及涨停
Xin Lang Cai Jing· 2025-09-22 01:41
Group 1 - The storage chip sector experienced a significant rally at the beginning of trading, with Demingli hitting the daily limit up [1] - Jiangbolong saw an increase of over 9%, indicating strong market interest [1] - Other companies such as Baiwei Storage, Purang Co., and Shannon Chip Innovation also showed notable gains [1]
海外存储巨头集体涨价 国内厂商迎来机遇
Zhong Guo Jing Ying Bao· 2025-09-19 20:15
Group 1 - The storage chip market is experiencing a new wave of price increases, with major companies like Sandisk and Micron announcing price hikes of over 10% and 20%-30% respectively [2][3] - The price adjustments are driven by strong demand from North American cloud service providers (CSPs) for server construction, leading to a robust procurement demand for storage chips, including DRAM and NAND Flash products [2][3] - The current market environment is characterized by supply shortages, prompting NAND Flash suppliers to signal price increases, followed by DRAM suppliers pausing quotes [2][5] Group 2 - Major storage manufacturers attribute the price hikes to the growing storage needs driven by artificial intelligence applications and the increasing demand in data centers and mobile sectors [3][4] - The price increases are expected to continue as the supply side holds a stronger bargaining position, leading to sustained revenue growth for global storage suppliers [5][7] - The stock prices of storage module manufacturers have risen significantly in response to the price hikes and the tightening supply situation [6][7] Group 3 - The overall stock prices of A-share storage industry companies have seen substantial increases since September, with some companies experiencing over 80% gains [7] - The price adjustments by major manufacturers are expected to have immediate effects on consumer market products, while business-to-business markets will see price transmission in future contracts [8] - Domestic storage manufacturers may benefit from the price increases, as customers might shift towards local suppliers due to price stability and competitive pricing strategies [8]
德明利:关于控股股东部分股份解除质押的公告
Zheng Quan Ri Bao Zhi Sheng· 2025-09-19 15:44
证券日报网讯 9月19日晚间,德明利发布公告称,公司控股股东李虎先生在五矿证券有限公司办理了股 票解除质押业务,本次解除质押股份数量为6,048,000股,占其所持股份比例7.62%,占公司总股本 比例2.67%。 (编辑 任世碧) ...
德明利:选举李国强先生担任公司第二届董事会职工代表董事
Zheng Quan Ri Bao Wang· 2025-09-19 15:15
证券日报网讯9月19日晚间,德明利(001309)发布公告称,公司于2025年9月19日召开2025年第一次职 工代表大会,经全体与会职工代表表决,一致同意选举李国强先生担任公司第二届董事会职工代表董 事。 ...