德明利公告，公司控股股东李虎近日将其持有的604.8万股股份办理了解除质押手续，占其所持股份比 例7.62%，占公司总股本比例2.67%。此次解除质押的股份是由于公司2025年7月10日实施2024年度权益 分派，以资本公积金每10股转增4股所致。截至公告披露日，李虎先生共持有公司7941.01万股，占公司 总股本的34.99%，其中已质押股份为1758.4万股，占其所持股份比例22.14%，占公司总股本比例 7.75%。 ...

德明利今日涨停，全天换手率12.83%，成交额28.65亿元，振幅6.01%。龙虎榜数据显示，深股通净买入 2644.95万元，营业部席位合计净卖出2.01亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达10.30%上榜，深股通净买入2644.95万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交11.13亿元，其中，买入成交额为4.69亿 元，卖出成交额为6.44亿元，合计净卖出1.75亿元。 具体来看，今日上榜的营业部中，深股通为第一大买入营业部及第一大卖出营业部，买入金额为2.43亿 元，卖出金额为2.17亿元，合计净买入2644.95万元。 资金流向方面，今日该股主力资金净流入2.60亿元，其中，特大单净流入2.28亿元，大单资金净流入 3191.27万元。近5日主力资金净流出7.39亿元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 深股通专用 | 24311.54 | 21666.58 | | 买二 | 国泰海通证券股份有限公司上海长宁区江苏路证券营业 ...

（责任编辑：康博） 中国经济网北京9月19日讯 德明利(SZ:001309)今日股价涨停，截至收盘报141.01元，涨幅10.00%， 总市值319.93亿元。 ...

Group 1 - The A-share market for storage chip stocks has strengthened, with Jiangbolong rising over 16%, Demingli and Dawi shares hitting the 10% limit, and several other companies experiencing gains of over 5% [1] - Micron has notified channels of a price increase of 20%-30% for storage products, while Samsung has informed major clients of a projected price increase of 15%-30% for DRAM products in Q4 [1] - North American internet giants are seeing revenue and profit exceed expectations this year, driven by the expanding scale of AI usage and rapid penetration of AI applications [1] Group 2 - Research institutions believe that the price increases from SanDisk, Micron, and Samsung indicate an unexpected surge in the storage market, countering previous concerns about price pressure in Q1 2026 [1] - Current demand from data centers remains strong, with high-end product capacity utilization at full, and limited new capacity being added by NAND manufacturers [1] - Northeast Securities states that the global storage industry is undergoing a historic transition from cyclical fluctuations to technology-driven growth, with the price surge confirming an industry turning point [1] Group 3 - The following companies have shown significant stock performance: - Jiangbolong: +16.42%, market cap 55.6 billion, YTD increase 54.31% - Demingli: +10.00%, market cap 32 billion, YTD increase 126.94% - Dawi shares: +9.99%, market cap 4.467 billion, YTD increase 38.88% - Wanrun Technology: +6.93%, market cap 12.4 billion, YTD increase 20.86% - Pulang shares: +6.47%, market cap 16.1 billion, YTD increase 51.27% - Lianyun Technology: +6.19%, market cap 24 billion, YTD increase 27.72% - Shannon Chip: +6.00%, market cap 37.1 billion, YTD increase 181.47% - Baiwei Storage: +5.51%, market cap 38.3 billion, YTD increase 32.53% - Hengsuo shares: +5.20%, market cap 3.96 billion, YTD increase 22.44% [2]

Group 1 - A total of 44 companies were investigated by institutions on September 18, with 26 companies specifically targeted by funds, indicating a strong interest in these firms [1] - The most popular company among funds was Lais Information, which had 13 participating funds, followed by Demingli and Rilian Technology, each with 12 funds [1] - The companies investigated are distributed across various sectors, with the electronics and banking sectors having the highest representation, each featuring three stocks [1] Group 2 - Among the companies investigated, three had a total market capitalization exceeding 50 billion yuan, with Ningbo Bank and Changan Automobile exceeding 100 billion yuan [1] - In terms of market performance, 15 stocks among the investigated companies saw an increase in the last five days, with the highest gains recorded by Meilixin (30.49%), Demingli (28.45%), and Mona Lisa (15.68%) [1][2] - Conversely, 11 stocks experienced declines, with the largest drops seen in Langxin Group (-9.86%), Qingdao Bank (-7.28%), and Ningbo Bank (-6.69%) [1][2] Group 3 - The net inflow of funds in the last five days was positive for eight stocks, with Lais Information receiving the highest net inflow of approximately 86.84 million yuan [2] - Other companies with significant net inflows included Mona Lisa (63.13 million yuan) and Oriental Electronics (45.62 million yuan) [2] - The detailed list of companies investigated includes their respective codes, number of funds participating, latest closing prices, and five-day price changes, providing a comprehensive overview of market interest [2][3]

Core Viewpoint - The memory and flash memory sectors experienced a significant rally on September 19, with multiple companies seeing substantial stock price increases, indicating a positive market sentiment and potential growth in the industry [1]. Group 1: Stock Performance - Companies such as Demingli, Jiangbolong, and Lankai Technology saw stock price increases of over 10%, with Demingli reaching a peak increase of 9.33% and Jiangbolong at 10.02% [1][2]. - The market capitalization of Jiangbolong is reported at 34.41 billion, while Demingli's market cap stands at 22.39 billion [2]. Group 2: Price Increase Trends - U.S. storage companies, including Micron Technology and SanDisk, saw stock prices rise over 5%, reaching historical highs [3]. - Samsung is expected to increase prices for DRAM products by 15%-30% and NAND products by 5%-10% in Q4 [3]. - Micron has halted pricing for various storage products, indicating potential price increases of 20%-30% [3]. Group 3: Market Dynamics - The DRAM market is anticipated to experience a comprehensive price increase by the second half of 2025 due to supply-demand imbalances [4]. - The NAND market is under pressure to improve profit margins as some applications have not yet reached profitability [4]. - AI-driven demand is significantly boosting the storage sector, leading to supply shortages and price hikes [5]. Group 4: Future Outlook - The global DRAM market is expected to expand continuously, benefiting the storage industry as AI computing needs grow [5]. - The transition of NAND production lines to newer technologies is causing a significant drop in overall capacity, further driving price increases [5]. - Innovations in DRAM architecture, such as 3D DRAM, are being developed to enhance efficiency and meet growing demand [5].

Group 1: Market Trends and Pricing - Major storage manufacturers, including SanDisk, Micron, and Samsung, have announced significant price increases for various storage products, influenced by supply-demand dynamics and rising capital expenditures in AI infrastructure [2] - The storage price is expected to maintain an upward trend in Q4 due to increased demand from servers and data centers [2] Group 2: Company Strategy and Operations - The company is establishing a new base in Shenzhen Guangming District to enhance operational efficiency and improve the use of raised funds, aiming to strengthen its delivery capabilities in enterprise storage products [2][3] - The company has completed product validation and customer onboarding for its SATA SSD and new self-developed SD6.0 controller chips, with plans for continued innovation and differentiation in chip development [4] Group 3: Competitive Advantage - The company focuses on a market-driven approach, building a differentiated competitive moat through a comprehensive service capability from technical design to mass delivery [5] - The company maintains a leading position in human efficiency management, with per capita output remaining among the industry's top, effectively navigating industry cycles [5] Group 4: Inventory and Supply Chain Management - Inventory levels are dynamically adjusted based on market conditions, customer feedback, and strategic delivery needs, with an emphasis on securing high-quality raw materials for enterprise-level products [6] - The company is enhancing its procurement of enterprise-grade and high-quality flash memory to support strategic business growth [6] Group 5: Client Collaboration and Customization - The company provides customized storage solutions, leveraging its expertise in storage technology and supply chain management to meet client needs effectively [7][8] - A market-oriented pricing model is employed, with regular adjustments based on customer demand and raw material price fluctuations, ensuring sustainable business development [8] Group 6: Domestic Market Positioning - The company is actively responding to national information security strategies by developing a complete product system for enterprise-level storage, including high-performance SSDs and DRAM [8] - Collaborations with domestic storage wafer manufacturers are being deepened to create a self-controlled supply chain, enhancing stability and reliability [8]

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-09-18 | 001309 | 德明利 | 121.00 | 10.00 | | 1,210.00 中信证券华南股份 | 中信证券股份有限 | | | | | | | | 有限公司东莞分公 | 公司深圳分公司 | | | | | | | | 司 | | | 2025-09-18 | 001309 | 德明利 | 121.00 | 3.00 | 363.00 | 国信证券股份有限 | 中信证券股份有限 | | | | | | | | 公司深圳龙华分公 | 公司深圳分公司 | | | | | | | | 司 | | | 2025-09-18 | 001309 | 德明利 | 121.00 | 2.50 | 302.50 | 中信证券股份有限 | 中信证券股份有限 | | | | | | | | 公司长沙金星中路 | ...

Group 1: New Stock Issuances - Cash option declaration period for *ST Tianmao (000627) is from September 15 to September 19, 2025[1] - *ST Zitian (300280) has 11 trading days remaining until the last trading day during the delisting arrangement period[1] - *ST Dongtong (300379) has reported severe abnormal fluctuations in stock price[1] Group 2: Market Alerts - Jiushi Media (601929) has experienced significant abnormal fluctuations in stock price[1] - Xian Dao Intelligent (300450) has reported severe abnormal fluctuations in stock price[1] - Hangke Technology (688006) has issued a notice regarding stock performance[1] Group 3: Trading Notifications - Shanghai Construction (600170) has issued a trading notification on September 18, 2025[1] - Junsheng Electronics (600699) has issued a trading notification on September 18, 2025[1] - ST Changyuan (600525) has issued a trading notification on September 18, 2025[1]

证券日报网讯 德明利9月17日在互动平台回答投资者提问时表示，公司通过多年存储领域的经营和资源 积累，已经形成稳定的存储晶圆采购渠道，与长江存储、长鑫存储、海力士、三星、闪迪等存储原厂或 其主要经销商建立了长期战略合作关系，具备了规模化采购优势，能够为下游客户的开拓提供有力支 撑。 （编辑 袁冠琳） ...