2025.09. 22 本文字数：1532，阅读时长大约3分钟 作者 | 一财阿驴 11:31 A股午盘｜沪指涨0.07% 上证指数涨0.07%，深成指涨0.17%，创业板指跌0.09%。消费电子、贵金属、液冷服务器、华为昇 腾概念涨幅居前，影视、旅游、光伏板块走弱。 个股方面，工业富联、德明利双双续创历史新高，工业富联涨超8%，德明利录得两连板。 沪深两市半日成交额1.34万亿，较上个交易日缩量1511亿。全市场超3400只个股下跌。 10:49 机器人概念股涨幅扩大，横河精密20cm涨停，万马股份、大洋电机、盈趣科技等十余只个股 涨停。 | 代码 | 名称 | 涨幅 | 现价 | | --- | --- | --- | --- | | 300239 | 横河精密 | +20.00% | 48.48 | | 301013 | 利和兴 | +15.37% | 30.70 | | 301512 | 智信精密 | +14.11% | 52.89 | | 688360 | 德马科技 | +11.87% | 26.57 | | 301308 | 江波龙 | +11.16% | 142.23 | | 832978 | ...

Core Viewpoint - The semiconductor sector is experiencing significant growth, driven by domestic companies and advancements in GPU technology, with a strong emphasis on localization and self-sufficiency in semiconductor equipment [1][2] Group 1: Market Performance - Semiconductor stocks showed strong performance on the 22nd, with notable gains: Chip Origin Co. surged over 15%, Jucheng Co. and Jiangbolong both increased by approximately 12%, and Demingli hit the daily limit, also reaching a new high [1] - Other companies like Lexin Technology, Baiwei Storage, and Hengxuan Technology saw increases of over 7% [1] Group 2: Company Developments - Moer Thread is set to go public on the Sci-Tech Innovation Board, focusing on self-developed full-function GPUs aimed at high-performance computing fields such as AI and digital twins [1] - The company has successfully launched four generations of GPU architecture and has developed a product matrix covering AI computing, cloud computing, and personal computing [1] Group 3: Industry Trends - The domestic semiconductor equipment localization rate is on the rise, with nearly 70% of wafer manufacturing companies not yet using domestic equipment [1] - There is a significant demand for GPU cards in China, with an estimated production gap of around 3 million units [1] - The semiconductor industry is focused on increasing the localization rate across the entire supply chain, from equipment and materials to manufacturing and advanced packaging [1] Group 4: Future Outlook - According to CITIC Securities, the long-term direction for semiconductor equipment localization is clear, with domestic wafer plants potentially increasing their global market share from about 10% to 30% [2] - The localization rate of equipment could rise from approximately 20% to between 60% and 100%, indicating substantial growth potential [2] - While short-term investment in domestic semiconductor wafer plants may appear subdued, leading storage manufacturers are expected to initiate new projects, and advanced logic manufacturers are increasing production capacity, suggesting a new growth phase for semiconductor equipment [2]

Group 1 - The storage chip sector experienced a significant rally at the beginning of trading, with Demingli hitting the daily limit up [1] - Jiangbolong saw an increase of over 9%, indicating strong market interest [1] - Other companies such as Baiwei Storage, Purang Co., and Shannon Chip Innovation also showed notable gains [1]

Group 1 - The storage chip market is experiencing a new wave of price increases, with major companies like Sandisk and Micron announcing price hikes of over 10% and 20%-30% respectively [2][3] - The price adjustments are driven by strong demand from North American cloud service providers (CSPs) for server construction, leading to a robust procurement demand for storage chips, including DRAM and NAND Flash products [2][3] - The current market environment is characterized by supply shortages, prompting NAND Flash suppliers to signal price increases, followed by DRAM suppliers pausing quotes [2][5] Group 2 - Major storage manufacturers attribute the price hikes to the growing storage needs driven by artificial intelligence applications and the increasing demand in data centers and mobile sectors [3][4] - The price increases are expected to continue as the supply side holds a stronger bargaining position, leading to sustained revenue growth for global storage suppliers [5][7] - The stock prices of storage module manufacturers have risen significantly in response to the price hikes and the tightening supply situation [6][7] Group 3 - The overall stock prices of A-share storage industry companies have seen substantial increases since September, with some companies experiencing over 80% gains [7] - The price adjustments by major manufacturers are expected to have immediate effects on consumer market products, while business-to-business markets will see price transmission in future contracts [8] - Domestic storage manufacturers may benefit from the price increases, as customers might shift towards local suppliers due to price stability and competitive pricing strategies [8]

证券日报网讯 9月19日晚间，德明利发布公告称，公司控股股东李虎先生在五矿证券有限公司办理了股 票解除质押业务，本次解除质押股份数量为6，048，000股，占其所持股份比例7.62%，占公司总股本 比例2.67%。 （编辑 任世碧） ...

证券日报网讯9月19日晚间，德明利（001309）发布公告称，公司于2025年9月19日召开2025年第一次职 工代表大会，经全体与会职工代表表决，一致同意选举李国强先生担任公司第二届董事会职工代表董 事。 ...

证券代码：001309 证券简称：德明利 公告编号：2025-088 深圳市德明利技术股份有限公司 关于非独立董事辞职暨选举职工代表董事的公告 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。 一、关于非独立董事辞职情况 深圳市德明利技术股份有限公司（以下简称"公司"）董事会于近日收到公 司董事叶柏林先生提交的书面辞职信。叶柏林先生因个人原因辞去公司董事、董 事会审计委员会委员职务。叶柏林先生辞职后不再在公司担任任何职务。叶柏林 先生的辞职不会导致公司董事会人数低于法定最低人数，不会影响董事会的正常 运行，其辞职报告自送达董事会之日起生效。 法规、中国证监会和深圳证券交易所的规定进行公告，未履行相关规定的公告程 序前不减持所持公司股份； 5、其不会因职务变更、离职等原因而拒绝履行上述承诺。 截至本公告披露日，叶柏林先生通过泰安金程源企业管理合伙企业（有限合 伙）间接持有公司 307,204 股股份。叶柏林先生所持公司股份将严格遵守《首次 公开发行股票招股说明书》中所做出的相关承诺、并严格遵守《上市公司董事和 高级管理人员所持本公司股份及其变动管理规则》《深圳证 ...

证券代码：001309 证券简称：德明利 公告编号：2025-086 1、本次股东大会未出现否决议案的情形； 2、本次股东大会不涉及变更前次股东大会决议的情形； 3、本次股东大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、监事、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 深圳市德明利技术股份有限公司 2025 年第三次临时股东大会决议公告 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： 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：深圳市福田区梅林街道中康路 136 号新一代产业园 1 栋 24 楼会议室 4、会议召集人：深圳市德明利技术股份有限公司（以下简称"公司"）第 二届董事会 5、主持人：董事长李虎先生 6、会议召开的合法性及合规性：公司第二届董事会第三十二次会议审议通 1、会议时间： （1）现场会议召开时间：2025 年 9 月 19 日（星期五）15︰00 （2）网络投票时间：通过深圳证券交易所交易 ...

深圳市德明利技术股份有限公司 关于 2025 年股票期权激励计划内幕信息知情人及激励对象 买卖公司股票情况的自查报告 证券代码：001309 证券简称：德明利 公告编号：2025-087 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"）于 2025 年 9 月 1 日 召开第二届董事会第三十二次会议、第二届监事会第三十次会议和董事会薪酬与 考核委员会第十次会议，审议通过了《关于公司<2025 年股票期权激励计划（草 案）>及其摘要的议案》等相关议案，具体内容详见公司于 2025 年 9 月 2 日在巨 潮资讯网（http://www.cninfo.com.cn）及指定信息披露媒体披露的相关公告。 根据《上市公司股权激励管理办法》《深圳证券交易所上市公司自律监管指 南第 1 号——业务办理》等法律、行政法规及规范性文件的相关规定，公司针对 2025 年股票期权激励计划（以下简称"本次激励计划"）采取了相应的保密措 施，同时对本次激励计划的内幕信息知情人进行了登记。通过向中国证券登记结 算有限责任公司深圳分公司查询 ...

截至发稿，德明利市值为320亿元。 每经头条（nbdtoutiao）——5万亿ETF的370名基金经理薪酬大揭秘！他们的日常工作，就是跟着指数 买股票吗？ （记者 王晓波） 每经AI快讯，德明利（SZ 001309，收盘价：141.01元）9月19日晚间发布公告称，深圳市德明利技术股 份有限公司近日收到了控股股东李虎先生的通知，获悉其将所持有的公司部分股份办理了解除质押手 续，本次解除质押股份数量约为605万股。截至本公告日，李虎累计质押股数约为1758万股，占其所持 股份比例为22.14%。 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%。 ...