风险提示：股市有风险，投资需谨慎。 德明利最新股价报89.64元，较前一交易日上涨1.75元。盘中最高触及90.00元，最低下探至86.20元，成 交量为88718手，成交金额达7.84亿元。 该公司主营业务涉及半导体存储领域，产品线涵盖消费级、工规级和车规级存储产品。德明利在互动平 台表示，移动存储是其最早布局的产品线之一，消费级存储卡已上市多年。目前公司已完成搭载自研 SD6.0存储卡主控芯片的存储模组开发，正在推进客户导入工作。 从资金流向来看，德明利当日主力资金净流入6163.07万元，近五个交易日累计净流入1.89亿元。 ...

Core Insights - Demingli has established a strong presence in the mobile storage market, with consumer-grade storage cards being one of its earliest product lines [2] - The company has developed a comprehensive product system and solutions, leveraging years of technological accumulation and market validation [2] - Demingli's products cover consumer-grade, industrial-grade, and automotive-grade specifications, finding applications in consumer electronics, automotive electronics, and industrial equipment [2] - The new self-developed SD6.0 storage card controller chip has completed development, and the company plans to accelerate customer onboarding [2]

Group 1 - The semiconductor sector experienced a decline of 1.9% on August 8, with Dazhong Semiconductor leading the drop [1] - The Shanghai Composite Index closed at 3635.13, down 0.12%, while the Shenzhen Component Index closed at 11128.67, down 0.26% [1] - Notable gainers in the semiconductor sector included Zhongchuan Special Gas, which rose by 7.31%, and Yuanjie Technology, which increased by 4.66% [1] Group 2 - The net outflow of main funds in the semiconductor sector was 7.774 billion yuan, while retail investors saw a net inflow of 4.642 billion yuan [3] - The overall fund flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are actively buying [3]

天眼查商业履历信息显示，深圳市德明利技术股份有限公司，成立于2008年，位于深圳市，是一家以从 事软件和信息技术服务业为主的企业。企业注册资本16177.2672万人民币，实缴资本1640万人民币。公 司法定代表人为李虎。 通过天眼查大数据分析，深圳市德明利技术股份有限公司共对外投资了6家企业，参与招投标项目24 次，知识产权方面有商标信息25条，专利信息319条，此外企业还拥有行政许可26个。 来源：金融界 金融界消息 截至2025年8月7日收盘，德明利（001309）报收于87.89元，上涨0.45%，换手率5.33%，成 交量8.51万手，成交金额7.50亿元。 资金流向方面，今日主力资金净流入4362.03万元，占比成交额5.82%。其中，超大单净流入1315.47万 元、占成交额1.75%，大单净流入3046.56万元、占成交额4.06%，中单净流出流出1070.87万元、占成交 额1.43%，小单净流出3291.16万元、占成交额4.39%。 德明利最新一期业绩显示，截至2025一季报，公司营业总收入12.52亿元、同比增长54.41%，归属净利 润6908.77万元，同比减少135.34%，扣非 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-08-06 | 001309 | 德明利 | 79.10 | 57.52 | 4.549.83 | 广发证券股份有限 | 广发证券股份有限 | | | | | | | | 公司深圳福华一路 | 公司深圳福华一路 | | | | | | | | 证券营业部 | 证券营业部 | 8月6日，德明利大宗交易成交57.52万股，成交额4549.83万元，占当日总成交额的9.37%，成交价79.1元，较市场收盘价87.5 元折价9.6%。 ...

Core Viewpoint - Demingli is focusing on AI PC, smart wearables, and data center storage solutions, benefiting from the depreciation of the RMB and has been recognized as a "specialized, refined, distinctive, and innovative" enterprise [2][3][4]. Group 1: Product Development - Demingli has launched DDR5 SO-DIMM and U-DIMM memory modules for AI PCs, with a single module capacity of up to 48GB and a theoretical bandwidth of 32GB/s [2]. - The company has developed a complete product matrix for embedded storage, including UFS, LPDDR, and eMMC, targeting the durability needs of smart wearable devices and edge AI applications [2]. - Demingli's data center storage solutions are designed to meet high capacity, performance, reliability, and scalability requirements, supporting modern enterprise data management [2]. Group 2: Market Position and Recognition - Demingli has been included in the Ministry of Industry and Information Technology's list of "specialized, refined, distinctive, and innovative" small giant enterprises, highlighting its strong innovation capabilities and market share [3]. - As of the 2024 annual report, overseas revenue accounted for 69.74% of total revenue, benefiting from the depreciation of the RMB [4]. Group 3: Financial Performance - For the first quarter of 2025, Demingli reported revenue of 1.252 billion yuan, a year-on-year increase of 54.41%, while the net profit attributable to shareholders was -69.088 million yuan, a decrease of 135.34% [9]. - The company's main business revenue composition includes solid-state drives (48.20%), mobile storage (28.01%), embedded storage (17.67%), and others (6.12%) [8].

Core Viewpoint - Demingli has launched new DDR5 SO-DIMM and U-DIMM memory modules targeting AI PCs, enhancing its product offerings in the AI storage solutions market [2] Group 1: Product Development - The new memory modules have a capacity of up to 48GB and a theoretical bandwidth of 32GB/s, compatible with mainstream CPU platforms and operating systems [2] - The company has developed a complete product matrix for embedded storage, including UFS, LPDDR, and eMMC protocols, aimed at high-performance, low-power storage solutions for wearable devices [2] - Demingli's data center storage solutions are designed to meet the increasing demands for high capacity, performance, reliability, and scalability in modern enterprises [2] Group 2: Market Position and Recognition - Demingli has been recognized as a "specialized and innovative" small giant enterprise, indicating its strong market position and innovation capabilities [3] - The company reported that 69.74% of its revenue comes from overseas, benefiting from the depreciation of the RMB [4] Group 3: Financial Performance - For the first quarter of 2025, Demingli achieved a revenue of 1.252 billion, representing a year-on-year growth of 54.41%, while the net profit attributable to the parent company was -69.09 million, a decrease of 135.34% year-on-year [9] - The company has distributed a total of 78.25 million in dividends since its A-share listing [10] Group 4: Shareholder and Market Activity - As of July 18, 2025, Demingli had 30,600 shareholders, an increase of 9.68%, with an average of 4,690 circulating shares per person, a decrease of 8.83% [9] - The stock has seen a net inflow of 43.29 million from main funds today, with a total industry net inflow of 1.051 billion [6]

通过天眼查大数据分析，深圳市德明利技术股份有限公司共对外投资了6家企业，参与招投标项目24 次，知识产权方面有商标信息25条，专利信息318条，此外企业还拥有行政许可26个。 来源：金融界 德明利最新一期业绩显示，截至2025一季报，公司营业总收入12.52亿元、同比增长54.41%，归属净利 润6908.77万元，同比减少135.34%，扣非净利润7495.86万元，同比减少138.93%，流动比率2.041、速动 比率0.676、资产负债率65.85%。 天眼查商业履历信息显示，深圳市德明利技术股份有限公司，成立于2008年，位于深圳市，是一家以从 事软件和信息技术服务业为主的企业。企业注册资本16177.2672万人民币，实缴资本1640万人民币。公 司法定代表人为李虎。 金融界消息 截至2025年8月4日收盘，德明利（001309）报收于88.53元，上涨0.68%，换手率3.92%，成 交量6.26万手，成交金额5.51亿元。 资金流向方面，今日主力资金净流入5823.73万元，占比成交额10.56%。其中，超大单净流出91.16万 元、占成交额0.17%，大单净流入5914.89万元、占成交额10 ...

金融界消息 截至2025年8月1日收盘，德明利（001309）报收于87.93元，上涨2.9%，换手率6.3%，成交 量10.07万手，成交金额8.73亿元。 来源：金融界 资金流向方面，今日主力资金净流入5393.57万元，占比成交额6.18%。其中，超大单净流入4314.42万 元、占成交额4.94%，大单净流入1079.15万元、占成交额1.24%，中单净流出流出3594.48万元、占成交 额4.12%，小单净流出1799.09万元、占成交额2.06%。 天眼查商业履历信息显示，深圳市德明利技术股份有限公司，成立于2008年，位于深圳市，是一家以从 事软件和信息技术服务业为主的企业。企业注册资本16177.2672万人民币，实缴资本1640万人民币。公 司法定代表人为李虎。 通过天眼查大数据分析，深圳市德明利技术股份有限公司共对外投资了6家企业，参与招投标项目24 次，知识产权方面有商标信息25条，专利信息318条，此外企业还拥有行政许可26个。 德明利最新一期业绩显示，截至2025一季报，公司营业总收入12.52亿元、同比增长54.41%，归属净利 润6908.77万元，同比减少135.34%，扣非净 ...

德明利7月31日大宗交易平台共发生2笔成交，合计成交量79.64万股，成交金额6099.62万元。成交价格 均为76.59元，相对今日收盘价折价10.37%。 两融数据显示，该股最新融资余额为9.12亿元，近5日增加2.46亿元，增幅为36.87%。（数据宝） 7月31日德明利大宗交易一览 进一步统计，近3个月内该股累计发生48笔大宗交易，合计成交金额为6.42亿元。 证券时报·数据宝统计显示，德明利今日收盘价为85.45元，上涨0.41%，日换手率为4.92%，成交额为 6.81亿元，全天主力资金净流入774.12万元，近5日该股累计上涨1.50%，近5日资金合计净流入3075.85 万元。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 53.70 | 4112.88 | 76.59 | -10 ...