证券代码：001309 证券简称：德明利 公告编号：2025-110 深圳市德明利技术股份有限公司 关于 2025 年前三季度计提减值准备及核销资产的公告 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。 深圳市德明利技术股份有限公司（以下简称"公司"）根据《企业会计准则》 《深圳证券交易所股票上市规则》等法律法规，结合公司会计政策的相关规定， 对部分可能发生减值的资产计提了减值准备，对公司部分无法收回的应收账款进 行了核销。现将公司本次计提减值准备及核销资产的具体情况公告如下： 一、本次计提减值准备及核销资产情况概述 2、计提减值准备的范围、总金额和拟计入的报告期间 注：上表计提金额以负数列示，转回金额以正数列示。 （二）本次核销资产情况概述 （一）本次计提减值准备情况概述 1、计提减值准备的原因 根据《企业会计准则》《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》等法律法规的要求，为了更加真实、准确地反映公司截 至 2025 年 9 月 30 日的资产和财务状况，本着谨慎性原则，公司对应收账款、应 收票据、其他应收款、存货、合同资 ...

证券代码：001309 证券简称：德明利 公告编号：2025-109 深圳市德明利技术股份有限公司 2025 年第三季度报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 深圳市德明利技术股份有限公司 2025 年第三季度报告 重要内容提示： 1.董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担 个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 否 1 深圳市德明利技术股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | 年同期增减 | | | 营业收入（元） | 2,550,073,103.46 | 79.47% ...

Group 1: Stock Issuance and Trading Alerts - Multiple stocks experienced significant abnormal fluctuations, including 香农芯创 (300475) and 天普股份 (605255) with announcements on October 24 and 21 respectively[1] - 盈新发展 (000620) and *ST宝鹰 (002047) had announcements on October 30 indicating potential trading alerts[1] - A total of 30 stocks were flagged for abnormal trading activities on October 30, indicating a heightened market volatility[1] Group 2: Recent Announcements - 许多公司如 ST万方 (000638) and 农心科技 (001231) had their announcements published on October 27, indicating ongoing corporate activities[2] - The report includes links to detailed announcements for 30 different stocks, providing transparency and access to information for investors[2] - The announcements cover a range of sectors, highlighting the diverse nature of the market and the potential for investment opportunities[2]

Core Viewpoint - Demingli Technology Co., Ltd. focuses on innovative research and development of storage control chips and solutions, showcasing its industrial-grade storage products at the CPSE Security Expo, emphasizing the need for high performance and reliability in next-generation smart security systems [2][3]. Group 1: Company Overview - Founded in 2008, Demingli is recognized as a national high-tech enterprise and a key "little giant" enterprise specializing in storage control chips [2]. - The company has developed a comprehensive solution covering front-end data collection, edge storage, and central analysis to support stable and efficient operation of security systems [3]. Group 2: Product Offerings - The VS1030 series SATA 2.5 inch SSD is optimized for 24/7 continuous video recording, supporting 50MB/s steady-state write bandwidth, ensuring 16 channels of 4K video can be recorded continuously for 30 days without frame loss [6]. - The EP1021 series PCIe 3.0×4 M.2 SSD is designed to handle multiple high-definition video streams and AI analysis, achieving sequential read speeds of up to 3500MB/s, suitable for high-temperature and high-vibration industrial environments [8]. - Demingli's industrial-grade TF cards support a wide temperature range of -40℃ to 85℃ and have a write endurance of 3000 to 60000 cycles, ensuring stability and durability in harsh conditions [10]. - The portable solid-state drive (PSSD) offers capacities from 1TB to 4TB with a maximum transfer rate of 2000MB/s, designed for quick data export and on-site analysis [12]. Group 3: Market Positioning - Demingli aims to upgrade "storage hardware" into scenario-based solutions, focusing on a full customization capability that includes control chips, firmware algorithms, and tailored services [14]. - The company emphasizes high reliability, durability, and long-term stable operation in critical fields such as security monitoring, network communication, industrial control, and energy [14].

Group 1 - On October 29, Deminli executed a block trade of 120,000 shares, with a transaction value of 28.4652 million yuan, accounting for 0.62% of the total trading volume for the day [1][2] - The transaction price was 237.21 yuan, which was flat compared to the market closing price of 237.21 yuan [1][2] - The buyer of the shares was Ping An Securities Co., Ltd., while the seller was Guotai Junan Securities Co., Ltd. [2]

Investment Rating - The report maintains a "Buy" rating for the company [1]. Core Insights - The company is a leading domestic enterprise-level storage provider, with significant growth potential driven by AI applications [3]. - The company has established a comprehensive product line in storage modules and is well-positioned in the enterprise storage market [3]. - The AI-driven expansion of the storage market is expected to provide new growth opportunities for the company [3]. Summary by Sections 1. Domestic Storage Module Leader with Rapid Growth - The company focuses on the development and sales of storage module products and has capabilities in flash memory controller chip design [3][12]. - The company has achieved a full product line layout in storage modules, covering solid-state drives (SSDs), embedded storage, memory bars, and mobile storage [13][15]. - The revenue from SSDs has significantly increased, with a 235.46% year-on-year growth, making it the largest revenue source for the company [30]. 2. AI-Driven Storage Industry Growth - The rapid adoption of AI across various applications is driving higher demands for semiconductor storage, leading to market expansion [3][44]. - The company is well-positioned to benefit from the increasing demand for high-performance storage solutions in AI servers and data centers [3][44]. - The report predicts a price increase in storage products due to heightened demand driven by AI applications, with server eSSD prices expected to rise by over 10% [3][44]. 3. Investment Recommendations - The company is projected to achieve earnings per share of 1.61 yuan, 4.00 yuan, and 5.49 yuan for the years 2025 to 2027, with corresponding valuations of 148x, 60x, and 43x [3].

证券代码：001309 证券简称：德明利 公告编号：2025-108 深圳市德明利技术股份有限公司 特别提示： 深圳市德明利技术股份有限公司（以下简称"公司"）2025 年第五次临时股 东会现场会议召开地点变更为：深圳市福田区梅都社区中康路 136 号深圳新一代 产业园 4 栋 4 楼银湖山厅。敬请投资者注意。 公司于 2025 年 10 月 15 日在指定信息披露媒体以及巨潮资讯网上披露了《关 于召开 2025 年第五次临时股东会的通知》。现由于会务场地安排调整，公司决定 将 2025 年第五次临时股东会现场会议召开地点变更为：深圳市福田区梅都社区 中康路 136 号深圳新一代产业园 4 栋 4 楼银湖山厅。除现场会议召开地点变更外， 公司 2025 年第五次临时股东会的股权登记日、会议召开方式、会议登记时间和 会议议题等事项均不变。本次变更股东会现场会议召开地点事项符合相关法律法 规和公司章程等的规定。 现将变更现场会议召开地点后的股东会相关事项公告如下： 一、召开会议的基本情况 1、股东会届次：2025 年第五次临时股东会。 2、股东会的召集人：公司第二届董事会。 3、会议召开的合法、合规性：本次股东会 ...

Core Viewpoint - The storage chip sector experienced a decline in stock prices, with several companies showing significant drops in early trading on October 28. Group 1: Stock Performance - Puran股份 fell over 8% [1] - 香农芯创 and 江波龙 both dropped over 6% [1] - 德明利, 北京君正, and 佰维存储 also opened lower [1]

Group 1 - The storage chip sector experienced a decline with multiple stocks falling in early trading on October 28 [1] - Purun Co., Ltd. dropped over 8%, while Shannon Semiconductor and Jiangbolong fell over 6% [1] - Other companies such as Demingli, Beijing Junzheng, and Baiwei Storage also opened lower [1]

（原标题：德明利10月27日龙虎榜数据） 德明利今日涨停，全天换手率13.85%，成交额50.63亿元，振幅8.56%。龙虎榜数据显示，机构净卖出 7397.84万元，深股通净买入9557.56万元，营业部席位合计净卖出3667.71万元。 深交所公开信息显示，当日该股因日涨幅偏离值达8.74%上榜，机构专用席位净卖出7397.84万元，深股 通净买入9557.56万元。 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16.01亿元，其中，买入成交额为7.93亿 元，卖出成交额为8.08亿元，合计净卖出1507.98万元。 融资融券数据显示，该股最新（10月24日）两融余额为14.02亿元，其中，融资余额为13.95亿元，融券 余额为607.16万元。近5日融资余额合计减少560.60万元，降幅为0.40%，融券余额合计增加157.09万 元，增幅34.90%。（数据宝） | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 深股通专用 | 45161.55 | 35603.98 | | 买二 | 机构专用 ...