Core Viewpoint - Deminli is optimizing its previous fundraising project by increasing investment in the "PCIe SSD storage control chip and module project" from 498.56 million yuan to 743.36 million yuan, with a new implementation site in Shenzhen Guangming, aiming to meet the explosive demand in the AI server storage sector [1] Group 1: Market Demand and Infrastructure - The demand for AI computing power is surging, becoming a focal point in the capital market, as evidenced by Oracle's recent acquisition of a $300 billion computing power contract from OpenAI [2] - Major domestic cloud service providers are significantly increasing capital expenditures, with ByteDance expected to invest 150 to 160 billion yuan by 2025, Alibaba over 380 billion yuan in the next three years, and Tencent nearing 100 billion yuan [2] - The AI industry is projected to contribute over 11 trillion yuan to China's GDP by 2035, potentially driving computing power demand to grow tenfold or even a hundredfold [2] Group 2: Technological Advancements and Market Trends - The iteration of AI storage technology is accelerating market expansion, with innovations in multi-level cache architecture and task-specific designs enhancing data storage capabilities [3] - IDC predicts that global SSD shipment capacity will rise to 805 exabytes by 2025, accounting for 25% of total global storage, while the Chinese enterprise SSD market is expected to reach $6.25 billion in 2024, a 187.9% increase from 2023 [3] Group 3: Domestic Market Opportunities and Competitive Positioning - The urgency of the domestic replacement window is highlighted, with Solidigm and Samsung holding over 65% of the Chinese enterprise SSD market, leaving domestic manufacturers with less than 30% [4] - Deminli is leveraging its self-developed technology and understanding of end-user applications to enhance storage performance and stability through a comprehensive customization capability [4] - The company is establishing a new base in Shenzhen Guangming to support automated production and digital management, aiming for flexible production to meet high-quality, customized AI storage demands [4] Group 4: Future Prospects and Strategic Value - With the implementation of fundraising projects and existing domestic solutions, the company is expected to further enhance its technological leadership and market coverage, promoting the penetration of domestic storage in high-performance AI scenarios [5]

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 ...