Market Overview - The market opened high but closed lower, with the Shanghai Composite Index down 0.26%, the Shenzhen Component Index down 0.18%, and the ChiNext Index down 0.2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.06 trillion yuan, an increase of 118 billion yuan compared to the previous trading day, with over 2,900 stocks declining [3] Semiconductor Sector - The semiconductor industry chain showed strong performance, with stocks like Changdian Technology hitting the daily limit and reaching a five-year high. Other stocks such as Meige Technology, Kangqiang Electronics, and Shenghui Integration also hit the daily limit [5] - The storage chip concept continued to rise in the afternoon, with Jiangbolong's market value reaching 148.2 billion yuan and increasing over 13%, while Baiwei Storage's market value reached 86 billion yuan with a rise of over 17%, both hitting historical highs [5] - According to a report from Counterpoint Research, the storage market has entered a "super bull market" phase, with expectations of a 40%-50% increase in Q1 2026 and an additional 20% increase in Q2 2026 [5] Investment Outlook - Guojin Securities suggests that the A-share market is likely to perform well in the future, driven by marginal improvements in liquidity, which is common during the spring market [9] - Huashan Securities emphasizes that the market's expectations for price stabilization and investment recovery are rising, with overall liquidity being ample and market activity high, which continues to drive market strength [9] - Huajin Securities believes that the slow bull market in A-shares will continue, focusing on growth stocks that are expected to rebound, with technology and cyclical sectors likely to see continued profit growth [9]

Group 1 - The storage chip sector continues to strengthen in the afternoon, with significant gains observed in various companies [1] - Baiwei Storage reached a limit-up increase of 20%, while Jiangbolong surged over 15%, hitting a historical high [1] - Other companies such as Demingli, Zhaoyi Innovation, Shenkong Co., Hengshuo Co., Beijing Junzheng, Xiangnong Xinchuan, Purang Co., Kaipu Cloud, and Shikong Technology also experienced upward movement [1]

Group 1 - Bawen Storage has risen over 8%, continuing to reach new highs [1][2] - Other companies such as Jiangbolong, Demingli, Kaipuyun, Shannon Chip Creation, Beijing Junzheng, Guokewei, and Shikong Technology have also seen increases [1][2]

Group 1 - The core point of the news is that Demingli's stock price increased by 5.08% to 251.12 CNY per share, with a trading volume of 2.52 billion CNY and a turnover rate of 6.47%, resulting in a total market capitalization of 56.965 billion CNY [1] - Demingli, established on November 20, 2008, and listed on July 1, 2022, is based in Shenzhen, Guangdong Province, and specializes in the design and development of flash memory controller chips, storage module application solutions, and sales of storage module products [1] - The company's main business revenue composition includes embedded storage products (41.37%), solid-state drives (37.34%), mobile storage products (13.06%), memory bars (8.22%), and others (0.01%) [1] Group 2 - From the perspective of major fund holdings, Pengyang Fund has one fund heavily invested in Demingli, specifically the Pengyang Digital Economy Pioneer Mixed A fund, which held 114,200 shares, accounting for 3.18% of the fund's net value, ranking as the seventh largest holding [2] - The Pengyang Digital Economy Pioneer Mixed A fund was established on September 7, 2021, with a latest scale of 465 million CNY, achieving a year-to-date return of 5.56% and a one-year return of 62.51%, ranking 1061 out of 8094 in its category [2]

Group 1 - The core viewpoint of the news is that Demingli's stock has experienced fluctuations, with a recent decline of 2.21% and a total market value of 53.012 billion yuan as of January 15 [1] - Demingli's main business involves the design and development of flash memory controller chips, application solutions for storage modules, and sales of storage module products, with revenue composition being 41.37% from embedded storage products, 37.34% from solid-state drives, 13.06% from mobile storage, and 8.22% from memory modules [1] - As of January 9, Demingli had 60,000 shareholders, an increase of 8.64%, with an average of 2,679 circulating shares per person, a decrease of 7.95% [2] Group 2 - For the period from January to September 2025, Demingli achieved operating revenue of 6.659 billion yuan, a year-on-year increase of 85.13%, while the net profit attributable to shareholders was -27.0765 million yuan, a decrease of 106.42% [2] - Since its A-share listing, Demingli has distributed a total of 78.2496 million yuan in dividends [3] - As of September 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 5.1451 million shares, an increase of 3.7972 million shares compared to the previous period [3]

证券日报网讯1月14日，德明利（001309）在互动平台回答投资者提问时表示，截至最近一期定期持有 人名册下发日，即2026年1月9日公司含信用账户合并股东名册的股东数为60043户。 ...

Market Overview - On January 14, the A-share major indices rose in early trading, with the Shanghai Composite Index up by 0.77%, the Shenzhen Component Index and the ChiNext Index both increasing by over 1%, and the Sci-Tech Innovation Board Index rising by over 2% [1][6] - The precious metals sector led the gains, while the commercial aerospace sector experienced the largest declines [1][6] Sector Performance - The AI e-commerce and GEO concepts showed strong performance, with Liou Co., Ltd. (002131) achieving a four-day consecutive rise, Sanjiang Shopping (three-day consecutive rise), and both Guangyun Technology and Zhidema reaching the daily limit [1][6] - The storage chip sector saw significant fluctuations, with Baiwei Storage rising over 10% during trading, and companies like Guokai Microelectronics, Jiangbolong, Demingli, and Lankai Technology also experiencing gains [4][8] Notable Stocks - Baiwei Storage (佰维存储) rose by 9.93% to 148.82, Guokai Microelectronics (国科微) increased by 9.29% to 133.44, and Jiangbolong (江波龙) rose by 3.77% to 286.90 [5][9] - Other notable stocks included Blue Arrow Electronics (蓝箭电子) up by 9.14%, and Demingli (德明利) up by 3.56% [5][9] Strategic Partnerships - Google announced a collaboration with Walmart and other major retailers to introduce AI shopping features on its Gemini platform [3][8]

（文章来源：每日经济新闻） 每经AI快讯，1月14日，存储器指数强势拉升，成分股表现亮眼，佰维存储涨停，江波龙上涨4.81%， 德明利上涨3.97%，北京君正上涨3.42%，恒烁股份上涨3.38%。 ...

| 保荐人名称：华泰联合证券有限责任公司 被保荐公司简称：德明利 | | | | --- | --- | --- | | 保荐代表人姓名：武祎玮 联系电话：0755-81902020 | | | | 保荐代表人姓名：滕强 联系电话：0755-81902020 | | | | 现场检查人员姓名：武祎玮、滕强、庄程煜、李方凯 | | | | 现场检查对应期间：2025 年 月-2025 年 月 1 12 | | | | 现场检查时间：2025 年 12 月 26 日-2025 年 12 月 29 日 | | | | 一、现场检查事项 现场检查意见 | | | | （一）公司治理 是 | 否 | 不适用 | | 现场检查手段：主要包括查阅公司章程以及其他管理制度、公司董事会会议、股东会会议资 | | | | 料；核查董监高变动资料及相关公告；核查股东持股情况；查看公司办公楼、厂房等主要生 | | | | 产经营场所；核查控股股东及实际控制人、董事、高级管理人员的其他投资情况、董事及高 | | | | 级管理人员的兼职情况；查阅公司财产权属证明、财务会计制度等。 | | | | 1.公司章程和公司治理制度是否完备、合 ...

华泰联合证券德明利持续督导小组选派具有证券、法律、财务专业知识和 工作经验、责任心强的业务骨干对公司培训对象进行了系统、细致的培训工作。 1 培训情况报告 华泰联合证券有限责任公司关于 深圳市德明利技术股份有限公司持续督导期 2025年培训情况报告 深圳证券交易所： 华泰联合证券有限责任公司（以下简称"华泰联合证券""保荐人"）作为深 圳市德明利技术股份有限公司（以下简称"德明利""公司"）向特定对象发行股 票并在主板上市的保荐人，根据《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》《深圳证券交易所股票上市规则》和《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》等法规和规则的相关规定以 及德明利的实际情况，认真履行保荐机构应尽的职责，对德明利的董事、高级管 理人员、中层以上管理人员及上市公司控股股东和实际控制人等相关人员进行了 有计划、多层次的 2025 年度持续督导培训培训，所培训的内容严格按照中国证 券监督管理委员会及深圳证券交易所有关持续督导的最新要求进行。 一、培训的主要内容 2025 年 12 月 29 日，培训小组采取现场授课与线上授课相结合的方式对公 司董 ...