Core Viewpoint - The company, Demingli (001309.SZ), announced adjustments to its fundraising projects to optimize internal resources and improve operational efficiency without changing the total investment amount or terminating any projects [1] Group 1: Project Adjustments - The investment amount for the "PCIe SSD storage controller chip and storage module R&D and industrialization project" will increase from 498.5614 million to 743.3595 million [1] - The investment amount for the "embedded storage controller chip and storage module R&D and industrialization project" will decrease from 666.8090 million to 340.4756 million [1] - The implementation locations for both projects will now include Guangming District, Shenzhen [1] Group 2: Project Scope - The adjustments will not affect the "information system upgrade construction project" or the "supplementary working capital project" [1]

Core Viewpoint - The company, Demingli (001309.SZ), announced adjustments to its fundraising projects to optimize internal resources and improve operational efficiency while maintaining the total investment amount and project implementation主体 [1] Investment Project Adjustments - The investment amount for the "PCIe SSD storage controller chip and storage module R&D and industrialization project" will increase from 498.5614 million to 743.3595 million [1] - The investment amount for the "embedded storage controller chip and storage module R&D and industrialization project" will decrease from 666.8090 million to 340.4756 million [1] - The implementation locations for both projects will now include Guangming District, Shenzhen [1] Project Exclusions - The adjustments do not affect the "Information System Upgrade Construction Project" and the "Supplementary Working Capital Project" [1]

Market Overview - The Shanghai Composite Index fell by 0.12% on September 12, with 9 out of the 28 sectors rising, led by the non-ferrous metals and real estate sectors, which increased by 1.96% and 1.51% respectively [1] - The electronic sector also saw a rise of 1.16%, while the communication and comprehensive sectors experienced declines of 2.13% and 1.95% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 53.64 billion yuan, with 6 sectors experiencing net inflows [1] - The non-ferrous metals sector had the highest net inflow of 2.168 billion yuan, followed by the construction and decoration sector with a net inflow of 721 million yuan [1] - The non-bank financial sector had the largest net outflow, totaling 8.138 billion yuan, followed by the electronic sector with a net outflow of 7.517 billion yuan [1] Electronic Sector Performance - In the electronic sector, 239 out of 467 stocks rose, with 4 hitting the daily limit, while 224 stocks fell [2] - The top net inflow stocks included Zhaoyi Innovation with 1.266 billion yuan, followed by Chipone and Demingli with 340 million yuan and 337 million yuan respectively [2] - The stocks with the highest net outflows included Luxshare Precision with 2.592 billion yuan, followed by Industrial Fulian and Haiguang Information with 1.405 billion yuan and 983 million yuan respectively [2][4] Electronic Sector Capital Inflow - The top stocks in terms of capital inflow included: - Zhaoyi Innovation: +7.21%, turnover rate 10.67%, net inflow 1.266 billion yuan - Chipone: +20.00%, turnover rate 7.89%, net inflow 340 million yuan - Demingli: +10.00%, turnover rate 10.35%, net inflow 337 million yuan [2] Electronic Sector Capital Outflow - The top stocks in terms of capital outflow included: - Luxshare Precision: -0.36%, turnover rate 5.88%, net outflow 2.592 billion yuan - Industrial Fulian: +4.84%, turnover rate 1.59%, net outflow 1.405 billion yuan - Haiguang Information: -0.37%, turnover rate 3.51%, net outflow 983 million yuan [4]

Group 1 - The storage chip sector saw a rise of 2.76%, ranking third among concept sectors, with 85 stocks increasing, including Jingzhida which hit the daily limit up by 20% [1] - Leading stocks in the storage chip sector included Zhaoyi Innovation, Demingli, and Xiangnan Chip Creation, with increases of 14.45%, 14.13%, and 14.10% respectively [1][2] - The sector experienced a net inflow of 1.89 billion yuan, with 54 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflow [2] Group 2 - The top net inflow stock was Zhaoyi Innovation, with a net inflow of 1.266 billion yuan, followed by Demingli, Beijing Junzheng, and Xiangnan Chip Creation with net inflows of 337 million yuan, 245 million yuan, and 239 million yuan respectively [2] - In terms of net inflow ratio, Demingli, Blue Arrow Electronics, and Dwei Co. led with ratios of 18.67%, 12.52%, and 12.46% respectively [3] - The trading volume and turnover rates for leading stocks in the storage chip sector were significant, with Zhaoyi Innovation showing a turnover rate of 10.67% and a price increase of 7.21% [3]

Group 1 - The core point of the news is that Demingli experienced significant trading activity on September 12, with a total transaction volume of 457,700 shares and a transaction amount of 50.2463 million yuan, with a consistent transaction price of 109.78 yuan [2] - Over the past three months, Demingli has recorded a total of 25 block trades, amounting to 627 million yuan [2] - On the same day, Demingli's closing price was 109.78 yuan, reflecting a 10.00% increase, with a turnover rate of 10.35% and a total trading volume of 1.805 billion yuan, indicating a net inflow of 337 million yuan from main funds [2] Group 2 - The latest margin financing balance for Demingli is 1.4 billion yuan, which has decreased by 97.2846 million yuan over the past five days, representing a decline of 6.50% [3] - In terms of institutional ratings, one institution has provided a rating for Demingli in the past five days, with Guotou Securities setting the highest target price at 113.70 yuan in a report published on September 8 [3] - The block trading details on September 12 show two transactions, with volumes of 249,400 shares and 208,300 shares, both at a price of 109.78 yuan, with no premium or discount [3]

Summary of Key Points Core Viewpoint - On September 12, a total of 91 stocks were traded on the block trading platform, with a cumulative trading volume of 472 million shares and a total transaction amount of 6.889 billion yuan, indicating active trading in the market [1]. Group 1: Major Transactions - The highest transaction amount was for Shanghai Pudong Development Bank, with 2 transactions totaling 4.531 billion yuan [1]. - Following closely was Guangqi Technology, which had 3 transactions amounting to 224 million yuan [1]. Group 2: Stock Performance - Shanghai Pudong Development Bank experienced a price drop of 3.68%, closing at 13.60 yuan, with a transaction price of 13.81 yuan, reflecting a premium of 1.54% [1]. - Guangqi Technology saw a slight decline of 0.89%, closing at 46.82 yuan, with a transaction price of 45.65 yuan, indicating a discount of 2.50% [1]. - Hengli Petrochemical and Huichuan Technology also reported declines of 1.91% and 1.26%, respectively, with closing prices of 16.96 yuan and 79.68 yuan [1]. Group 3: Notable Gainers - Shengguang Technology and Sanxia Tourism reported gains of 0.47% and 10.03%, closing at 339.58 yuan and 7.02 yuan, respectively [1]. - Other notable gainers included Huatu Shanding and Cambrian Technology, with increases of 3.38% and 7.28%, closing at 71.90 yuan and 1488.00 yuan [1].

Group 1 - The stock of Demingli reached the daily limit, with a turnover rate of 10.35% and a transaction amount of 1.805 billion yuan, showing a fluctuation of 4.85% [2] - Institutional net buying amounted to 55.8722 million yuan, while the Shenzhen Stock Connect recorded a net selling of 2.9996 million yuan [2] - The top five trading departments accounted for a total transaction of 727 million yuan, with a net buying of 165 million yuan [2] Group 2 - As of September 11, the margin balance for the stock was 1.403 billion yuan, with a financing balance of 1.4 billion yuan and a securities lending balance of 2.6557 million yuan [3] - Over the past five days, the financing balance decreased by 97.2846 million yuan, a decline of 6.50%, while the securities lending balance increased by 439,400 yuan, an increase of 19.82% [3] - Two institutions rated the stock as a buy in the last five days, with the highest target price set at 113.70 yuan by Guotou Securities [3]

每经AI快讯，德明利（SZ 001309，收盘价：109.78元）9月12日晚间发布公告称，公司第二届第三十三 次董事会会议于2025年9月12日在公司24楼会议室以现场结合通讯表决方式召开。会议审议了《关于调 整2023年向特定对象发行股票部分募投项目投资总额、内部投资结构及增加项目实施地点的议案》等文 件。 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）——一次自救，"奥特曼"竟埋下百亿元损失的"时间炸弹"，现在被引爆！有人 却在疯狂赚钱⋯⋯ 截至发稿，德明利市值为249亿元。 （记者 曾健辉） ...

证券代码：001309 证券简称：德明利 公告编号：2025-080 深圳市德明利技术股份有限公司 1、股东大会届次：2025 年第四次临时股东大会。 2、股东大会的召集人：公司第二届董事会。 3、会议召开的合法、合规性：本次股东大会的召开程序符合有关法律、行 政法规、部门规章、规范性文件、深圳证券交易所业务规则和《公司章程》的规 定。 4、会议召开的日期、时间： 关于召开 2025 年第四次临时股东大会的通知 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： 若公司于 2025 年 9 月 19 日召开的 2025 年第三次临时股东大会审议通过《关 于变更公司注册资本、修订<公司章程>并办理工商变更登记的议案》，则本通知 中的会议名称相应变更为"2025 年第四次临时股东会"，本通知中的"股东大 会"相应变更为"股东会"，不再另行通知。 深圳市德明利技术股份有限公司（以下简称"公司"）于 2025 年 9 月 12 日召开第二届董事会第三十三次会议审议通过了《关于提请召开公司 2025 年第 四次临时股东大会的议案》，公司决定于 2025 年 9 ...

证券代码：001309 证券简称：德明利 公告编号：2025-077 深圳市德明利技术股份有限公司 第二届监事会第三十一次会议决议公告 本公司及监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。 一、监事会会议召开情况 经监事会审议，公司本次调整 2023 年向特定对象发行股票募投项目"PCIe SSD 存储控制芯片及存储模组的研发和产业化项目"、"嵌入式存储控制芯片 及存储模组的研发和产业化项目"的投资总额、内部投资结构及增加项目实施地 点事项，是公司经过审慎分析后作出的决定，相关事项尚需提交股东大会审议， 决策程序符合《上市公司募集资金管理监管规则》和《深圳证券交易所上市公司 自律监管指引第 1 号——主板上市公司规范运作》等相关法律、行政法规及规范 性文件的规定，符合公司和股东利益。因此，我们一致同意此议案。 具 体 内 容 详 见 公 司 同 日 披 露 于 指 定 信 息 披 露 媒 体 及 巨 潮 资 讯 网 （http://www.cninfo.com.cn）的《关于调整 2023 年向特定对象发行股票部分 募投项目投资总额、内部投资结构及增加项目实施地点 ...