Core Insights - The storage chip sector experienced a strong rally on the 30th, with notable gains from companies such as Jiangbolong, which surged over 13%, and Kaipu Cloud, which rose over 10% [1] - NAND flash manufacturers, including SanDisk and Samsung, have announced price increases due to high demand for enterprise-level eSSD products and a tightening supply of low-end products [1][2] - Analysts predict that NAND Flash prices will continue to rise, with expectations of a 5%-10% increase by Q4 2025, driven by robust demand in the enterprise SSD market [2] Group 1 - Storage chip companies like Jiangbolong and Kaipu Cloud have reached new highs, indicating strong market performance [1] - SanDisk has implemented a price increase of over 10% for flash memory products, citing high demand and supply constraints [1] - Samsung has also notified major clients of a price hike for NAND products, with expected increases of 5%-10% [1] Group 2 - According to Citic Securities, NAND Flash Wafer and some storage modules have seen price increases, with single-digit percentage rises noted [2] - Trend Force forecasts a significant price increase for NAND Flash by Q4 2025, with potential explosive growth in large-capacity QLC SSDs by 2026 [2] - Companies involved in enterprise-level SSDs and memory chip design are expected to benefit from the ongoing price increases and demand growth [2]

MACD金叉信号形成，这些股涨势不错！ 格隆汇9月30日｜A股存储芯片板块高开高走，其中，江波龙涨超14%，德明利、聚辰股份、诚邦股 份、深科技涨停，佰维存储、天山电子、普冉股份、兆易创新、兴福电子跟涨。 ...

公司发布的半年报数据显示，上半年公司共实现营业收入41.09亿元，同比增长88.83%，实现净利 润-1.18亿元，同比下降130.43%，基本每股收益为-0.7400元。（数据宝） （文章来源：证券时报网） 证券时报·数据宝统计显示，德明利所属的电子行业，目前整体涨幅为1.37%，行业内，目前股价上涨的 有389只，涨幅居前的有N云汉、德明利、深科技等，涨幅分别为372.41%、10.00%、9.98%。股价下跌 的有86只，跌幅居前的有鸿富瀚、长盈精密、*ST宇顺等，跌幅分别为3.12%、2.80%、2.62%。 两融数据显示，该股最新（9月29日）两融余额为13.61亿元，其中，融资余额为13.56亿元，近10日减少 1.40亿元，环比下降9.38%。 公司9月25日在交易所互动平台披露，截至最新（9月20日）股东户数为25477户，较上期（9月10日）减 少5841户，环比下降18.65%。 德明利股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有10个交易日股价刷新历史纪 录。截至09:34，该股目前上涨10.00%，股价报204.69元，成交527.44万股，成交金额10.72亿元，换手 ...

Group 1 - Jiangbolong's stock price increased by over 14% [1] - Demingli, Jucheng Co., Chengbang Co., and Deep Technology reached the daily limit up [1] - Other companies such as Baiwei Storage, Tianshan Electronics, Purang Co., Zhaoyi Innovation, and Xingfu Electronics also saw significant gains [1]

Group 1 - The storage chip concept stocks have shown significant activity, with companies like Jiangbolong and Shannon Chip Innovation rising over 6% to reach new highs [1] - Other companies such as Demingli, Puran Shares, and Deep Technology also experienced upward movement in their stock prices [1]

Group 1 - The company held its fourth extraordinary general meeting of shareholders on September 29, 2025, with a total of 341 shareholders present, representing 107,809,107 shares, which accounts for 47.5168% of the total voting shares [6][10] - The meeting was conducted in compliance with relevant laws and regulations, ensuring the legality and validity of the proceedings [5][13] - The resolution to adjust the investment total and internal investment structure for specific stock issuance projects was approved with 99.7814% of the votes in favor [11][12] Group 2 - The company announced the lifting of restrictions on 613,991 shares of restricted stock, which represents 0.2706% of the total share capital, effective from October 9, 2025 [18][32] - The stock incentive plan has undergone several adjustments due to changes in the number of eligible participants and share prices, with the current number of participants reduced to 87 [32][33] - The company confirmed that the conditions for lifting the restrictions on the second phase of the stock incentive plan have been met, allowing for the release of shares to the designated participants [31][32]

Core Viewpoint - The storage sector is experiencing a price surge driven by increased demand and supply constraints, particularly in DRAM products, with significant price hikes reported by major manufacturers like Samsung and Micron [1][2][3]. Price Increases - Major storage manufacturers have initiated a price increase, with SanDisk raising prices by over 10%, Samsung by 30%, and Micron by 20% to 30% [1]. - The DRAM price index has risen approximately 72% in less than six months, with expectations for continued price increases through the end of the year [3]. Supply Chain Dynamics - Adata has ceased quoting DDR4 prices and is prioritizing DDR5 and NAND flash supply to key customers, indicating a shift in supply strategy due to rising costs [2]. - Xiaomi reported a decline in smartphone gross margins from 12.1% to 11.5% year-over-year, attributing this to unexpected increases in memory market prices [2]. Market Trends - The transition from DDR4 to DDR5 is accelerating as the price gap narrows, with DDR5 expected to see increased adoption in the latter half of the year [5]. - The demand for high-bandwidth memory (HBM) driven by AI applications is contributing to the tightening supply of consumer-grade DRAM [3][4]. Company Strategies - Companies like Baiwei Storage and Demingli are adjusting inventory strategies based on market conditions and demand forecasts, indicating a proactive approach to managing supply chain challenges [4]. - Demingli has noted that the storage price recovery is supported by seasonal demand and emerging applications, with expectations for continued price increases in Q4 [4].

证券日报网讯9月29日晚间，德明利（001309）发布关于2023年限制性股票激励计划首次授予限制性股 票第二个解除限售期解除限售股份上市流通的提示性公告称，公司本次解除限售股份涉及激励对象87 名，解除限售的限制性股票数量合计为613，991股，占公司目前总股本的比例为0.2706%；本次解除限 售的限制性股票的上市流通日期为2025年10月9日。 ...

证券代码：001309 证券简称：德明利 公告编号：2025-097 深圳市德明利技术股份有限公司 2、本次股东会不涉及变更前次股东会决议的情形； 3、本次股东会审议各项议案时对中小投资者的表决单独计票。中小投资者 是指除公司董事、高级管理人员以及单独或者合计持有公司 5%以上股份的股东 以外的其他股东。 一、会议召开和出席情况 （一）会议召开情况 2025 年第四次临时股东会决议公告 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。 特别提示： 1、本次股东会未出现否决议案的情形； 1、会议时间： （1）现场会议召开时间：2025 年 9 月 29 日（星期一）15︰00 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时 间为：2025 年 9 月 29 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券 交易所互联网投票系统投票的具体时间为：2025 年 9 月 29 日 9:15-15:00 期间 任意时间。 2、会议召开方式：本次会议采取现场表决与网络投票相结合的方式。 3、现场会议地点：深圳市福田区梅 ...

股东会法律意见书 中国 深圳 福田区 益田路6001号太平金融大厦11、12楼 邮政编码：518038 11/12F., TAIPING FINANCE TOWER, NO. 6001 YITIAN ROAD, SHENZHEN, P.R. CHINA 电话(Tel.)：(0755) 88265288 传真(Fax.)：(0755)88265537 网址（Website）：https://www.sundiallawfirm.com 广东信达律师事务所 关于深圳市德明利技术股份有限公司 2025 年第四次临时股东会 法 律 意 见 书 信达会字（2025）第310号 致：深圳市德明利技术股份有限公司 根据《中华人民共和国公司法》（以下简称《公司法》）、《中华人民共和 国证券法》（以下简称《证券法》）、《上市公司股东会规则》（以下简称《规 则》）、《上市公司治理准则》（以下简称《治理准则》）等法律法规、规范性 文件以及现行有效的《深圳市德明利技术股份有限公司章程》（以下简称《公司 章程》）的规定，广东信达律师事务所（以下简称"信达"）接受深圳市德明利 技术股份有限公司（以下简称"贵公司"或"公司"）的委托，指派 ...