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） ...

New Stock Issuance - Cash option declaration period for *ST Tianmao (000627) is from September 15 to September 19, 2025[1] - *ST Zitian (300280) has 12 trading days remaining until the last trading day during the delisting arrangement period[1] Trading Alerts - *ST Jishi Media (601929) reported severe abnormal fluctuations in stock price[1] - *ST Yushun (002289) and *ST Weier (002058) are under scrutiny due to abnormal trading activities[1] Company Announcements - *ST Gao Hong (000851) and *ST Dongtong (300379) have recent announcements regarding their financial status[1] - Shanghai Construction (600170) and Zhongke Shuguang (603019) have disclosed important updates on their operations[1] Market Trends - The report indicates a trend of increased scrutiny on companies with abnormal trading patterns, reflecting a tightening regulatory environment[2] - The number of companies under cash option declarations and delisting arrangements suggests a potential increase in market volatility[1]

9月17日，德明利涨5.01%，截至发稿，报131.79元/股，成交29.21亿元，换手率14.35%，总市值299.01 亿元。德明利股价已经连续5天上涨，区间累计涨幅35.16%。 中银中小盘成长混合（163818）成立日期2011年11月23日，最新规模4727.31万。今年以来收益 24.89%，同类排名3526/8172；近一年收益41.16%，同类排名4122/7980；成立以来收益151.4%。 中银中小盘成长混合（163818）基金经理为王伟然。 截至发稿，王伟然累计任职时间4年321天，现任基金资产总规模10.43亿元，任职期间最佳基金回报 66.28%， 任职期间最差基金回报-26.1%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，深圳市德明利技术股份有限公司位于广东省深圳市福田区梅林街道梅都社区中康路136号深 圳新一代产业园1栋A座2501、2401，成立日期2008年11月20日，上市日期2022年7月1日，公 ...

Market Performance - The Shanghai Composite Index rose by 0.04% today, with 86 stocks closing at historical highs [1] - Among the tradable A-shares, 3,629 stocks increased in price, accounting for 66.93%, while 1,689 stocks decreased, representing 31.15% [2] Historical Highs - A total of 86 stocks reached historical closing highs today, with 41 from the main board, 35 from the ChiNext board, and 8 from the Sci-Tech Innovation board [2] - The average price increase for stocks that reached historical highs was 6.60%, with notable gainers including Hanwei Technology, Anpeilong, and Yinlun [2] Sector Performance - The mechanical equipment, automotive, and electronics sectors had a significant concentration of stocks reaching historical highs, with 18, 17, and 17 stocks respectively [2] - The highest closing price was recorded by Shenghong Technology at 346.99 yuan, up 5.29% [2] Capital Flow - The total net inflow of main funds into stocks reaching historical highs was 6.738 billion yuan, with 56 stocks experiencing net inflows [3] - Leading stocks in terms of net inflow included Zhongke Shuguang, Sanhua Intelligent Control, and Sunshine Power, with net inflows of 1.636 billion yuan, 1.171 billion yuan, and 574 million yuan respectively [3] Market Capitalization - The average total market capitalization of stocks reaching historical highs was 42.498 billion yuan, with the highest being Haiguang Information at 571.787 billion yuan [3] - Stocks with lower market capitalizations included Hongming Co. and Lvdiaofeng, with total market caps of 2.156 billion yuan and 2.698 billion yuan respectively [3] Stock Performance Overview - A list of stocks that reached historical highs includes Hanwei Technology (64.92 yuan, +20.00%), Anpeilong (180.11 yuan, +20.00%), and Weike Technology (114.35 yuan, +16.21%) [4] - Other notable performers include Runhe Materials (46.65 yuan, +14.76%) and Kaitie Co. (42.00 yuan, +14.75%) [4]

New Stock Issuance - Jin Hua New Material (920015) issued at a price of 18.15[1] - Jianfa Zhixin (301584) issued at a price of 7.05[1] Market Alerts - Cash option declaration period for *ST Tianmao (000627) from September 15 to September 19, 2025[1] - 13 trading days remaining for the delisting period of Zitian Tui (300280)[1] - Severe abnormal fluctuation reported for Jishi Media (601929)[1] Other Announcements - Multiple companies including Shanghai Construction (600170) and Zhongke Shuguang (603019) have recent announcements linked[1] - Various stocks are under scrutiny for abnormal trading activities, including *ST Yu Shun (002289) and ST Huaneng (000851)[3]

9月16日，德明利大宗交易成交67.68万股，成交额7417.33万元，占当日总成交额的2.34%，成交均价 109.59元，较市场收盘价125.5元折价12.67%，其中最高成交价123.62元，最低成交价108.48元。 ...

南财智讯9月16日电，德明利公告，公司股票在2025年9月11日至2025年9月15日期间连续三个交易日收 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》相关规定，属于股票交易异常波动 的情况。经公司核实，运营情况正常，内外部经营环境未发生重大变化，无应披露而未披露的重大事 项。此外，公司控股股东李虎先生在异常波动期间减持了2,014,900股，符合此前披露的减持计划。公司 提醒投资者关注官方指定媒体发布的信息，注意投资风险。 ...

Core Viewpoint - The storage market is experiencing a significant price increase driven by supply-side reductions and a surge in demand, marking the beginning of a new upward cycle in the industry [1][3]. Price Increases in Storage Products - Major storage manufacturers, including SanDisk, have announced price hikes across their product lines, effective immediately for new orders [2]. - As of September 15, the average spot price for DDR4 8Gb (1Gx8) 3200 has risen to $5.33, a more than 260% increase from the first quarter average of $1.47 [2]. - The average spot price for MLC 32Gb 4GBx8 has reached $3.54 as of September 1, reflecting a 54.29% increase since the beginning of the year [2]. Factors Driving Price Increases - The current price surge is attributed to structural adjustments on the supply side and a robust demand increase, with major manufacturers like Samsung and SK Hynix implementing production cuts [3]. - Traditional DRAM production capacity is being shifted towards higher-margin products like DDR5 and high-bandwidth memory (HBM), tightening the supply of older DRAM products like DDR4 [3]. - Demand is being fueled by the explosion of AI applications, large-scale data center construction, and a recovery in the consumer electronics market [3]. Market Growth and Stock Performance - The global DRAM market is projected to grow approximately 17% in the second quarter of 2025, driven by the rise of generative AI and increasing HBM shipments [3]. - In the A-share market, 40 stocks related to the storage industry have seen an average increase of 5.36% since September, with notable performers including Shannon Chip (79.16% increase) and Xiechuang Data (38.59% increase) [4]. - 17 stocks in the storage concept sector reported year-on-year profit growth in the first half of the year, with Shanghai Xinyang showing a 126.31% increase in net profit [4]. Company Developments - Shanghai Xinyang reported a net profit of 133 million yuan in the first half of the year, focusing on electronic etching materials crucial for storage chip manufacturing [5]. - Canaan Technology is actively involved in setting JEDEC product standards in the memory interconnect field and is positioned to benefit from the rapid development of domestic DRAM manufacturers [6].

证券日报网讯 9月15日晚间，德明利发布公告称，公司股票连续3个交易日内（2025年9月11日、2025年 9月12日、2025年9月15日）连续3个交易日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波 动。经核实，公司前期披露的信息不存在需要更正、补充之处；公司未发现近期公共传媒报道了可能或 已经对公司股票交易价格产生较大影响的未公开重大信息。 （文章来源：证券日报） ...

Core Viewpoint - The major shareholder, Mr. Li Hu, has notified the company of his plan to reduce his shareholding through block trading, which will result in a decrease of 2,014,900 shares, accounting for 0.89% of the total share capital [1] Summary by Relevant Sections - **Shareholding Reduction** Mr. Li Hu will reduce his shareholding by 2,014,900 shares through block trading, which represents a 0.89% decrease in the company's total share capital [1] - **Impact of Stock Incentive Plans** The company's stock incentive plans have led to a passive dilution of Mr. Li's shareholding, resulting in a total reduction of 0.07% due to the repurchase and cancellation of restricted shares from departing employees [1] - **Total Shareholding Change** Overall, Mr. Li's shareholding has decreased by 0.96%, with the changes triggering a shift in equity that touches upon the 1% threshold [1]