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 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-07-31 | 001309 | 德明利 | 76.59 | 25.94 | 1,986.74 | 广发证券股份有限 | 恒泰证券股份有限 | | | | | | | | 公司深圳福华一路 | 公司上海海旗路证 | | | | | | | | 证券营业部 | 券营业部 | | 2025-07-31 | 001309 | 德明利 | 76.59 | 53.70 | 4.112.88 | 广发证券股份有限 | 海通证券股份有限 | | | | | | | | 公司深圳福华一路 | 公司深圳分公司红 | | | | | | | | 证券营业部 | 岭南路证券营业部 | 7月31日，德明利大宗交易成交79.64万股，成交额6099.62万元，占当日总成交额的8.22%，成交价76.59元，较市场收盘价 85.45元折价1 ...

金融界消息 截至2025年7月30日收盘，德明利（001309）报收于85.1元，下跌1.78%，换手率4.63%，成 交量7.40万手，成交金额6.37亿元。 资金流向方面，今日主力资金净流出2612.52万元，占比成交额4.1%。其中，超大单净流入566.37万 元、占成交额0.89%，大单净流出3178.89万元、占成交额4.99%，中单净流出流入2990.29万元、占成交 额4.69%，小单净流出377.76万元、占成交额0.59%。 来源：金融界 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。 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 ...

Core Viewpoint - Demingli has launched new DDR5 SO-DIMM and U-DIMM memory modules targeting AI PCs, with a single module capacity of up to 48GB and a theoretical bandwidth of 32GB/s, enhancing its position in the AI storage market [2] Company Overview - Demingli Technology Co., Ltd. is based in Shenzhen, China, and was established on November 20, 2008. It was listed on July 1, 2022. The company's main business includes the design and development of flash memory controllers and the sales of storage module products [8] - The revenue composition of Demingli's main business includes 48.20% from solid-state drives, 28.01% from mobile storage products, 17.67% from embedded storage products, and 6.12% from other sources [8] Business Focus - The company primarily focuses on flash memory controller design, development, and optimization of storage module application solutions, as well as the sales of storage modules, including storage cards, storage disks, and solid-state drives [2][8] - Demingli's data center storage solutions aim to meet the increasing demands for high capacity, high performance, high reliability, and high scalability due to advancements in cloud computing, big data, and artificial intelligence [2] Market Position - Demingli has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title for small and medium-sized enterprises in China, indicating strong innovation capabilities and high market share [3] - As of the 2024 annual report, overseas revenue accounted for 69.74% of the company's total revenue, benefiting from the depreciation of the RMB [4] Financial Performance - For the first quarter of 2025, Demingli achieved a revenue of 1.252 billion yuan, representing a year-on-year growth of 54.41%. However, the net profit attributable to the parent company was a loss of 69.088 million yuan, a decrease of 135.34% year-on-year [9]

证券代码：001309 证券简称：德明利 公告编号：2025-065 深圳市德明利技术股份有限公司 关于回购注销 2023 年限制性股票激励计划、2024 年限制性股票激 励计划部分限制性股票减资暨通知债权人的公告 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、本次回购注销 2023、2024 年限制性股票激励计划部分限制性股票减资 的基本情况 深圳市德明利技术股份有限公司（以下简称"公司"）于 2025 年 7 月 10 日 召开了第二届董事会第三十次会议和第二届监事会第二十八次会议、于 2025 年 制性股票激励计划部分限制性股票的议案》，审议通过内容分别如下： 回购注销 1 名离职员工已获授予登记未解除限售的限制性股票共计 1,656 股， 回购价格按 13.26 元/股加上银行同期存款利息之和计算，回购价款约为 公司于 2025 年 7 月 11 日在指定信息披露媒体及巨潮资讯网 （http://www.cninfo.com.cn）披露的公告《关于回购注销 2023 年限制性股票 激励计划部分限制性股票的公告》（公告编号：2025-059）。 ...

证券代码：001309 证券简称：德明利 公告编号：2025-063 深圳市德明利技术股份有限公司 关于 2024 年限制性股票激励计划预留部分限制性股票 登记完成的公告 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。 重要内容提示： 预留部分限制性股票授予日：2025 年 6 月 6 日 预留部分限制性股票上市日期：2025 年 7 月 31 日 预留部分限制性股票登记数量：41.16 万股 预留部分限制性股票授予价格：31.95 元/股 预留部分限制性股票授予登记人数：12 人 限制性股票来源：公司向激励对象定向发行的公司人民币 A 股普通股股票 根据《上市公司股权激励管理办法》和深圳市德明利技术股份有限公司（以 下简称"公司"）《2024 年限制性股票激励计划（草案）》等的有关规定，深圳 市德明利技术股份有限公司（以下简称"公司"）完成了 2024 年限制性股票激励 计划（以下简称"本激励计划"）预留部分限制性股票的登记工作，现将有关情 况公告如下： 一、本激励计划已履行的决策程序和信息披露情况 1、2024 年 7 月 23 日，公司召开第二届董事会 ...