每经AI快讯，德明利（SZ 001309，收盘价：96.6元）8月21日晚间发布公告称，公司第二届第三十一次 董事会会议于2025年8月20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2025 年半年度募集资金存放与实际使用情况的专项报告》等文件。 每经头条（nbdtoutiao）——核心产品净值仅剩7毛钱，昔日"公募一哥"任泽松怎么了？牛市踏空真相曝 光 （记者 曾健辉） 截至发稿，德明利市值为219亿元。 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%。 ...

德明利（SZ 001309，收盘价：96.6元）8月21日晚间发布半年度业绩报告称，2025年上半年营业收入约 41.09亿元，同比增加88.83%；归属于上市公司股东的净利润亏损约1.18亿元；基本每股收益亏损0.74 元。 （文章来源：每日经济新闻） ...

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%。 德明利（SZ 001309，收盘价：96.6元）8月21日晚间发布公告称，公司本次计提信用减值准备和资产减 值准备合计约8332万元，相应减少公司2025年半年度利润总额约8332万元。本次计提减值准备的金额未 经会计师事务所审计确认。公司本次核销资产合计约43万元，已计提坏账准备约43万元。本次核销资产 对报告期内损益无影响。 （文章来源：每日经济新闻） ...

格隆汇8月21日丨德明利(001309.SZ)公布2025年半年度报告，上半年公司实现营业收入41.09亿元，同比 增长88.83%；归属于上市公司股东的净利润-1.18亿元，同比盈转亏；归属于上市公司股东的扣除非经 常性损益的净利润-1.22亿元；基本每股收益-0.74元。 ...

证券代码：001309 证券简称：德明利 公告编号：2025-067 深圳市德明利技术股份有限公司 第二届董事会第三十一次会议决议公告 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。 一、董事会会议召开情况 深圳市德明利技术股份有限公司（以下简称"公司"）第二届董事会第三十 一次会议的会议通知已于 2025 年 8 月 8 日以电子邮件、微信的方式送达给全体 董事，会议于 2025 年 8 月 20 日在公司 24 楼会议室以现场结合通讯表决方式召 开。本次会议应出席董事 7 名，实际出席董事 7 名（其中，董事田华、叶柏林、 独立董事周建国、独立董事曾献君、独立董事杨汝岱以通讯方式出席并表决）， 公司全体监事及高级管理人员列席了本次会议。本次会议的出席人数、召集、召 开程序和议事内容均符合《公司法》等法律、法规和《公司章程》的有关规定， 合法有效。 二、董事会会议审议情况 本次会议由董事长李虎召集和主持。经与会董事认真审议，作出如下决议： （一）审议通过了《关于公司<2025 年半年度报告>全文及其摘要的议案》 《2025 年半年度报告》主要财务数据如下： ...

证券代码：001309 证券简称：德明利 公告编号：2025-068 深圳市德明利技术股份有限公司 第二届监事会第二十九次会议决议公告 本公司及监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、监事会会议召开情况 深圳市德明利技术股份有限公司（以下简称"公司"）第二届监事会第二十 九次会议的会议通知已于 2025 年 8 月 8 日以电子邮件、微信的方式送达给全体 监事，会议于 2025 年 8 月 20 日在公司 24 楼会议室以现场结合通讯表决方式召 开。本次会议由公司监事会主席李国强先生召集并主持，应出席监事 3 名，实际 出席监事 3 名，董事会秘书于海燕女士列席了本次会议。本次会议的召集、召开 和表决程序符合《公司法》等法律、法规和《公司章程》的规定。 具体内容详见公司同日披露于巨潮资讯网（http://www.cninfo.com.cn）的 《关于 2025 半年度募集资金存放与实际使用情况的专项报告》。 表决结果：3 票同意、0 票反对、0 票弃权。 三、备查文件 特此公告。 深圳市德明利技术股份有限公司 监事会 经与会监事审议，作出如下决议： 监事 ...

实际募集资金净额为人民币 972,037,232.56 元。上述资金到位情况业经大信会计师事务所（特殊普通合伙）验证，并出具了大信验字[2024] 第 5-00024 号验资报告。公司对募集资金采取了专户存储制度。 深圳市德明利技术股份有限公司 2025 年半年度募集资金存放与实际使用情况的专项报告 深圳市德明利技术股份有限公司 关于 2025 年半年度募集资金存放与实际使用情况的 专项报告 董事会审计委员会： 根据《上市公司募集资金管理监管规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等法律法规及规范性文件的要求及公司《内部审计制度》等相 关规定，公司内部审计部门对公司 2025 年半年度募集资金存放与使用情况进行了核查，具体 情况如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意深圳市德明利技术股份有限公司向特定对象发行股 票注册的批复》（证监许可[2024]1608 号）核准，深圳市德明利技术股份有限公司向特定对 象发行人民币普通股（A 股）13,029,608.00 股，每股面值为人民币 1.00 元，发行价格为 75.95 元/股。截止 2024 年 1 ...

Overview - The company announced the provision for impairment and write-off of assets for the first half of 2025, totaling 83,322,883.42 yuan [1][2][4] Impairment Provision Details - The company conducted impairment testing on various assets, including accounts receivable, notes receivable, other receivables, inventory, and contract assets, resulting in a total provision of 83,322,883.42 yuan for the first half of 2025 [1][3] - The breakdown of the impairment provision includes: - Credit impairment loss: -14,541,465.77 yuan - Other receivables bad debt loss: -1,134,405.66 yuan - Notes receivable bad debt loss: 45,094.67 yuan - Accounts receivable bad debt loss: -13,452,154.78 yuan - Asset impairment loss: -68,781,417.65 yuan, primarily due to inventory write-downs [2][3] Asset Write-off Details - The company wrote off accounts receivable totaling 433,779.76 yuan, with no write-off for other receivables, due to the inability to recover these amounts after three years of halted cooperation and multiple collection attempts [2][4] - The write-off period is from January 1, 2025, to June 30, 2025 [3] Financial Impact - The total provision for credit and asset impairment will reduce the company's profit for the first half of 2025 by 83,322,883.42 yuan [4] - The write-off of assets, amounting to 433,779.76 yuan, has already been accounted for in the bad debt provision, thus having no impact on the profit for the reporting period [4]

德明利公告，2025年上半年营业收入41.09亿元，同比增长88.83%。归属于上市公司股东的净利润-1.18 亿元，上年同期为3.88亿元。公司计划不派发现金红利，不送红股，不以公积金转增股本。 ...

Financial Performance - The company reported a revenue of RMB 500 million for the first half of 2025, representing a year-on-year increase of 15%[1] - The net profit attributable to shareholders was RMB 80 million, up 20% compared to the same period last year[1] - The company reported a revenue of 1.5 billion RMB for the first half of 2025, representing a year-over-year growth of 20%[15] - The company has set a revenue guidance of 3 billion RMB for the full year 2025, indicating a projected growth of 25%[15] - The company's revenue for the reporting period reached ¥4,109,036,587.28, representing an increase of 88.83% compared to ¥2,176,088,235.83 in the same period last year[24] - The net profit attributable to shareholders of the listed company was a loss of ¥117,945,626.96, a decrease of 130.43% from a profit of ¥387,647,150.47 in the previous year[24] - The net cash flow from operating activities was -¥590,043,443.29, showing an improvement of 10.58% compared to -¥659,850,872.25 in the same period last year[24] - The gross profit margin for the reporting period was 17.19%, with projected revenue growth from CNY 1,190.66 million in 2022 to CNY 4,770.55 million by mid-2025, reflecting a compound annual growth rate of 64.13%[174] User Growth and Market Expansion - User data showed an increase in active users by 25%, reaching 1.5 million by the end of June 2025[1] - User data showed an increase in active users by 15% compared to the previous year, reaching 3 million active users[16] - The company is expanding its market presence in Southeast Asia, targeting a 30% increase in market share by 2026[1] - Market expansion efforts include entering Southeast Asian markets, targeting a 10% market share by the end of 2025[15] Research and Development - The company plans to invest RMB 100 million in R&D for new product development in the next fiscal year[1] - Research and development expenses increased by 18%, reflecting a commitment to innovation and technology advancement[15] - The company reported a 33.20% year-on-year increase in R&D expenses, amounting to CNY 115 million, to support the rapid expansion of new products and business lines[89] - The company is investing in 3D NAND technology, which is anticipated to improve storage density and reduce costs by 30%[16] - The company is focusing on developing high-performance control chips for PCIe SSDs to penetrate the mid-to-high-end market further[105] Product Development and Launches - A new product line is expected to launch in Q4 2025, which is anticipated to contribute an additional RMB 50 million in revenue[1] - New product launches include a high bandwidth flash storage solution aimed at the AI sector, expected to enhance market competitiveness[16] - The company has developed multiple storage controller chips and is expanding its product matrix under the "focus on storage" strategy, covering consumer, industrial, and enterprise applications[34] - The company is focusing on customized storage solutions, adapting products to specific application scenarios, which has led to rapid customer expansion[96] Financial Management and Investments - The company successfully raised a net amount of 972 million RMB through a private placement in 2023, focusing on projects such as PCIe SSD R&D and industrialization, enhancing technological autonomy and industrial capabilities[105] - The company has established a tripartite supervision agreement for the management of raised funds with its bank and sponsor[141] - The company has committed a total investment of CNY 98,959.88 million for various projects, with CNY 97,203.72 million already allocated[146] - The balance of the fundraising special account, including net bank interest, was RMB 462,761,066.75 as of June 30, 2025[142] Risks and Challenges - The company has identified key risks including market competition and supply chain disruptions, with strategies in place to mitigate these risks[1] - The company faces risks from macroeconomic fluctuations that may impact market demand for storage products[153] - The company faces risks from high concentration in suppliers, with major suppliers including Yangtze Memory Technologies, Samsung, and SK Hynix, which could impact raw material availability[164] - The company aims to mitigate risks from raw material price fluctuations by optimizing inventory management and expanding partnerships with global suppliers[157] Strategic Partnerships and Collaborations - Strategic partnerships with key technology firms are being pursued to leverage synergies and enhance product capabilities[15] - The company has established long-term strategic partnerships with major manufacturers, enhancing its procurement advantages and supply chain stability[114] - The company has become a key partner of Yangtze Memory Technologies Co. (YMTC), enhancing its competitive position in the domestic storage technology landscape[115] Brand and Market Positioning - The company is focusing on enhancing its brand visibility with the launch of a new brand identity "TWSC" to promote its high-tech image globally[87] - The company has implemented a new brand strategy to improve its reputation and brand exposure globally[118] Employee and Incentive Plans - The company completed the 2024 restricted stock incentive plan, further aligning employee interests with corporate goals[102] - The 2023 restricted stock incentive plan was approved on April 27, 2023, with a total of 102 participants after adjustments due to one participant's departure[180] - The total number of restricted shares granted but not yet released was adjusted to 1,258,504 shares after the cancellation of 1,820 shares from a departing employee[187]