德明利今日下跌8.39%，全天换手率16.56%，成交额49.50亿元，振幅17.53%。龙虎榜数据显示，机构净 卖出7016.34万元，深股通净买入5909.32万元，营业部席位合计净买入3695.27万元。 深交所公开信息显示，当日该股因日振幅值达17.53%上榜，机构专用席位净卖出7016.34万元，深股通 净买入5909.32万元。 具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买二、买三、买五、卖二、卖三、卖 五，合计买入金额3.95亿元，卖出金额4.65亿元，合计净卖出7016.34万元，深股通为第一大买入营业部 及第一大卖出营业部，买入金额为5.64亿元，卖出金额为5.05亿元，合计净买入5909.32万元。 近半年该股累计上榜龙虎榜6次，上榜次日股价平均涨8.10%，上榜后5日平均涨24.42%。 资金流向方面，今日该股主力资金净流出3.59亿元，其中，特大单净流出3.44亿元，大单资金净流出 1527.01万元。近5日主力资金净流出7.05亿元。 融资融券数据显示，该股最新（10月13日）两融余额为13.29亿元，其中，融资余额为13.24亿元，融券 余额为502.14万元。近5 ...

2025年10月13日，阿联酋迪拜世界贸易中心——全球科技盛会GITEX GLOBAL聚焦人工智能驱动数字 化转型，德明利携全栈定制化消费级存储产品与解决方案亮相，以创新存储技术为全球高性能计算提供 关键底层存储支撑，通过深化产业链合作，实现从"走出去"到"融进去"的跨越发展，助力全球人工智能 生态构建。中东地区凭借其数字经济潜力，为存储产品创造新增量空间。 ...

10月13日，德明利跌3.54%，成交额43.19亿元。两融数据显示，当日德明利获融资买入额4.86亿元，融 资偿还5.17亿元，融资净买入-3051.49万元。截至10月13日，德明利融资融券余额合计13.29亿元。 机构持仓方面，截止2025年6月30日，德明利十大流通股东中，易方达供给改革混合（002910）位居第 五大流通股东，持股165.99万股，相比上期增加27.51万股。香港中央结算有限公司位居第六大流通股 东，持股134.79万股，相比上期减少41.61万股。广发中小盘精选混合A（005598）位居第八大流通股 东，持股121.03万股，相比上期增加30.90万股。国联安中证全指半导体产品与设备ETF联接A （007300）退出十大流通股东之列。 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，公司主营业 务涉及闪存主控芯片设计、研发,存储模组产品应用方案的开发、优化,以及存储模组产品的销售。主营 业务收入构成为：嵌入式存储类产 ...

Core Viewpoint - The rapid development of AI technology is positively impacting storage demand in sectors such as servers, with major tech companies increasing capital expenditures to enhance AI investments [1] Industry Summary - The expansion of computing infrastructure is contributing to improved conditions in the storage industry, as highlighted by the ongoing capital investments from leading domestic and international tech firms [1] - The company is focusing on enterprise-level storage solutions, with products like SSDs and RDIMMs successfully entering the supply chains of several high-quality clients and achieving scaled sales [1] Company Summary - The company is leveraging its self-developed technology and specialized teams to assist clients in implementing storage solutions amid the AI wave [1] - Significant R&D investment is ongoing, with 115 million yuan allocated in the first half of 2025, and the R&D team has grown to 328 personnel [1] - The company is enhancing its smart manufacturing capabilities through optimized fund usage and improved supply chain management to ensure production capacity and strengthen core competitiveness [1]

证券日报网讯德明利10月13日在互动平台回答投资者提问时表示，截至2025年9月30日公司含信用账户 合并股东名册的股东数为30119户。 （文章来源：证券日报） ...

10月10日，德明利跌4.84%，成交额45.92亿元。两融数据显示，当日德明利获融资买入额3.99亿元，融 资偿还6.20亿元，融资净买入-2.21亿元。截至10月10日，德明利融资融券余额合计13.59亿元。 融资方面，德明利当日融资买入3.99亿元。当前融资余额13.55亿元，占流通市值的3.09%，融资余额超 过近一年90%分位水平，处于高位。 截至9月30日，德明利股东户数3.01万，较上期增加18.22%；人均流通股5304股，较上期减少15.41%。 2025年1月-6月，德明利实现营业收入41.09亿元，同比增长88.83%；归母净利润-1.18亿元，同比减少 130.43%。 分红方面，德明利A股上市后累计派现7824.96万元。 机构持仓方面，截止2025年6月30日，德明利十大流通股东中，易方达供给改革混合（002910）位居第 五大流通股东，持股165.99万股，相比上期增加27.51万股。香港中央结算有限公司位居第六大流通股 东，持股134.79万股，相比上期减少41.61万股。广发中小盘精选混合A（005598）位居第八大流通股 东，持股121.03万股，相比上期增加30.90万股 ...

Investment Rating - Industry Rating: Recommended [4] Core Insights - China strengthens its rare earth export controls, limiting exports to military users and entities on a control list, which significantly impacts the U.S. semiconductor industry as China accounts for nearly 70% of global rare earth production [15][20][21] - The world's first two-dimensional-silicon hybrid flash memory chip has been developed, outperforming current flash technologies and providing faster, lower-energy data support for AI and big data applications [16][22][26] - Upcoming semiconductor industry conferences aim to explore new development paths for China's semiconductor sector, focusing on advanced packaging and wafer manufacturing, which are crucial for enhancing global competitiveness [17][42][60] Summary by Sections Section 1: Rare Earth Security - China has implemented stricter export controls on rare earth materials, particularly for military applications, which could hinder U.S. semiconductor capabilities [15][20][21] - Rare earths are essential for semiconductor manufacturing, impacting various components and processes across the industry [21] Section 2: Hybrid Flash Memory Chip - The new hybrid chip integrates two-dimensional ultra-fast memory with mature silicon-based CMOS technology, marking a significant technological breakthrough [16][22][26] - This innovation positions China at the forefront of next-generation storage technology, crucial for AI and big data [22][41] Section 3: Semiconductor Industry Conferences - The 2025 Bay Area Semiconductor Industry Expo will gather industry leaders to discuss future directions and innovations [17][42] - The Third Generation Semiconductor Industry Cooperation Conference will focus on collaborative development and technological advancements in the semiconductor field [55][56] - The 2025 China Semiconductor Advanced Packaging Conference will address the integration of wafer manufacturing and advanced packaging technologies [60][61] Section 4: Investment Recommendations - Beneficial stocks in the semiconductor sector include North China Huachuang, Zhongwei Company, SMIC, and Huahong Semiconductor [18] - In the chip sector, recommended companies are Cambrian, Haiguang Information, and Longxin Zhongke [18]

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%。 截至发稿，德明利市值为449亿元。 每经AI快讯，德明利（SZ 001309，收盘价：198元）10月10日晚间发布公告称，公司近日收到了持股 5%以上股东魏宏章先生的通知，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 240万股。截至本公告日，魏宏章累计质押股数为250万股，占其所持股份比例为20.62%。 每经头条（nbdtoutiao）——天水麻辣烫、淄博烧烤、荣昌卤鹅⋯⋯"泼天流量"退去后，这些城市怎么 样了？ （记者 王晓波） ...

证券代码：001309 证券简称：德明利 公告编号：2025-099 深圳市德明利技术股份有限公司 关于持股 5%以上股东部分股份解除质押的公告 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"）近日收到了持股 5% 以上股东魏宏章先生的通知，获悉其将所持有的公司部分股份办理了解除质押手 续，具体情况如下： | 股东名称 | 是否为控 股股东或 第一大股 东及其一 | 本次解除质押 股份数量（股） | 占其所持 股份比例 （%） | 占公司总股 本比例（%） | 质押起始日 | 解除质押日 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 致行动人 | | | | | | | | 魏宏章 | 否 | 2,400,000 | 19.79 | 1.10 | 2024 年 11 月 18 日 | 2025 年 10 月 9 日 | 中国银河证 券股份有限 公司 | 一、本次股东股份解除质押基本情况 二、股东股份累计质押基本情况 截至公告披露日，魏 ...

Investment Rating - The report maintains a "stronger than the market" rating for the electronic industry, indicating a positive outlook for the sector [2][31]. Core Viewpoints - The report expresses optimism regarding the overall opportunities in the computing power and storage industry chains, particularly focusing on domestic computing power and storage sectors. It highlights improvements in supply-side conditions for domestic computing chips and increasing demand driven by AI-related capital investments [2][31]. - The report anticipates a significant increase in demand for DRAM and NAND due to the continuous release of large models, with expectations for a major expansion year for storage in the upcoming year [2][31]. Summary by Sections Market Review - The electronic industry outperformed the overall market during the week of September 29-30, with the Shenwan Electronic Index rising by 2.78%, ranking 6th among 31 Shenwan industries. Year-to-date, the index has increased by 53.51%, ranking 3rd [12][31]. Weekly Focus - OpenAI's release of the Sora 2 model is expected to significantly increase demand for computing and storage capabilities. Additionally, Samsung and SK Hynix have signed an agreement to supply memory chips for OpenAI's data centers, indicating a growing collaboration in the AI sector [25][27]. - The report notes that Longxin Technology is progressing towards its IPO, which is anticipated to enhance its market presence in the DRAM sector [29][30]. - The report also mentions that major DRAM manufacturers have paused pricing for a week, which may lead to a price increase of over 30% in the fourth quarter [30][31]. Industry Opportunities - The report emphasizes the potential in the domestic computing power chain, highlighting key players such as Cambricon, Haiguang Information, and Chipone. It also points out the expected growth in the storage sector, particularly for NAND and DRAM, driven by new product launches from Yangtze Memory Technologies and Longxin [2][31]. - The overseas computing power chain is also noted for its rapid growth, with significant capacity expansions expected in PCB manufacturing [31]. Valuation - As of October 9, 2025, the electronic industry's valuation (PE-TTM) stands at 67.72 times, which is considered to be at a historical mid-level [20][23].