Core Viewpoint - The company plans to acquire 40% equity of its subsidiary, Shenzhen Dawi Yingtong Technology Co., Ltd., from a minority shareholder for 4.1948 million yuan, aiming to enhance overall management and decision-making efficiency [1] Group 1 - The acquisition will result in the company holding 100% equity of Dawi Yingtong, making it a wholly-owned subsidiary [1] - The transaction is expected to strengthen the company's operational management [1] - The signing of the equity transfer agreement marks a significant step in consolidating ownership [1]

Group 1 - The company, Dawi Co., announced on September 26 that its wholly-owned subsidiary, Shenzhen Terjia Information Technology Co., plans to acquire 40% equity of its controlling subsidiary, Shenzhen Dawi Yingtong Technology Co., from minority shareholder Shenzhen Xinying Technology Co. for approximately 4.19 million yuan [1] - After the completion of this equity transfer, Dawi Co. will hold 100% equity of Dawi Yingtong, which will become a wholly-owned subsidiary of the company, and the scope of the company's consolidated financial statements will remain unchanged [1] Group 2 - As of the report, Dawi Co. has a market capitalization of 4.3 billion yuan [2]

Core Viewpoint - The company is investing 30 million RMB to establish a wholly-owned subsidiary, Shanghai Dawei Jiemin Technology Co., Ltd, to enhance its strategic layout in the semiconductor storage chip business [1] Group 1: Investment Details - The investment amount is 30 million RMB [1] - The new subsidiary will have a registered capital of 30 million RMB [1] - The legal representative of the new company is Lian Haozhen [1] Group 2: Company Operations - The registered address of the new subsidiary is located at 218 Huting North Road, Songjiang District, Shanghai [1] - The company type is a limited liability company, specifically a wholly-owned enterprise by a natural person [1] - The business scope includes technology services, technology development, and sales of integrated circuit chips and products [1] Group 3: Strategic Intent - The investment aims to deepen the company's strategic layout in the semiconductor storage chip sector [1] - The initiative is intended to attract high-end technical talent and industrial resources [1] - The company seeks to expand and enrich its product line in the semiconductor storage chip field [1]

Core Viewpoint - Shanghai Daway Jiemin Technology Co., Ltd. has been established with a registered capital of 30 million yuan, focusing on integrated circuit chip sales, design, semiconductor equipment sales, and artificial intelligence software development [1] Company Summary - The new company is wholly owned by Daway Co., Ltd. (002213) [1] - The business scope includes integrated circuit chip and product sales, integrated circuit design, sales of semiconductor device-specific equipment, and development of both foundational and application software for artificial intelligence [1]

Group 1 - The A-share market for storage chip stocks has strengthened, with Jiangbolong rising over 16%, Demingli and Dawi shares hitting the 10% limit, and several other companies experiencing gains of over 5% [1] - Micron has notified channels of a price increase of 20%-30% for storage products, while Samsung has informed major clients of a projected price increase of 15%-30% for DRAM products in Q4 [1] - North American internet giants are seeing revenue and profit exceed expectations this year, driven by the expanding scale of AI usage and rapid penetration of AI applications [1] Group 2 - Research institutions believe that the price increases from SanDisk, Micron, and Samsung indicate an unexpected surge in the storage market, countering previous concerns about price pressure in Q1 2026 [1] - Current demand from data centers remains strong, with high-end product capacity utilization at full, and limited new capacity being added by NAND manufacturers [1] - Northeast Securities states that the global storage industry is undergoing a historic transition from cyclical fluctuations to technology-driven growth, with the price surge confirming an industry turning point [1] Group 3 - The following companies have shown significant stock performance: - Jiangbolong: +16.42%, market cap 55.6 billion, YTD increase 54.31% - Demingli: +10.00%, market cap 32 billion, YTD increase 126.94% - Dawi shares: +9.99%, market cap 4.467 billion, YTD increase 38.88% - Wanrun Technology: +6.93%, market cap 12.4 billion, YTD increase 20.86% - Pulang shares: +6.47%, market cap 16.1 billion, YTD increase 51.27% - Lianyun Technology: +6.19%, market cap 24 billion, YTD increase 27.72% - Shannon Chip: +6.00%, market cap 37.1 billion, YTD increase 181.47% - Baiwei Storage: +5.51%, market cap 38.3 billion, YTD increase 32.53% - Hengsuo shares: +5.20%, market cap 3.96 billion, YTD increase 22.44% [2]

Group 1 - The storage chip sector has shown strong performance, with significant gains in stock prices [1] - Jiangbolong's stock increased by over 17%, while Xiangnong Chip's stock rose by over 5%, both reaching historical highs [1] - Other companies such as Daway Co., Puran Co., Tailong Co., Kaipu Cloud, Baiwei Storage, and Wanrun Technology also experienced stock price increases [1]

Core Viewpoint - The memory and flash memory sectors experienced a significant rally on September 19, with multiple companies seeing substantial stock price increases, indicating a positive market sentiment and potential growth in the industry [1]. Group 1: Stock Performance - Companies such as Demingli, Jiangbolong, and Lankai Technology saw stock price increases of over 10%, with Demingli reaching a peak increase of 9.33% and Jiangbolong at 10.02% [1][2]. - The market capitalization of Jiangbolong is reported at 34.41 billion, while Demingli's market cap stands at 22.39 billion [2]. Group 2: Price Increase Trends - U.S. storage companies, including Micron Technology and SanDisk, saw stock prices rise over 5%, reaching historical highs [3]. - Samsung is expected to increase prices for DRAM products by 15%-30% and NAND products by 5%-10% in Q4 [3]. - Micron has halted pricing for various storage products, indicating potential price increases of 20%-30% [3]. Group 3: Market Dynamics - The DRAM market is anticipated to experience a comprehensive price increase by the second half of 2025 due to supply-demand imbalances [4]. - The NAND market is under pressure to improve profit margins as some applications have not yet reached profitability [4]. - AI-driven demand is significantly boosting the storage sector, leading to supply shortages and price hikes [5]. Group 4: Future Outlook - The global DRAM market is expected to expand continuously, benefiting the storage industry as AI computing needs grow [5]. - The transition of NAND production lines to newer technologies is causing a significant drop in overall capacity, further driving price increases [5]. - Innovations in DRAM architecture, such as 3D DRAM, are being developed to enhance efficiency and meet growing demand [5].

证券日报网讯 9月17日晚间，大为股份发布关于2023年股票期权与限制性股票激励计划首次授予限制性 股票第二个解除限售期解除限售股票上市流通的提示性公告称，公司2023年股票期权与限制性股票激励 计划首次授予限制性股票第二个解除限售期符合解除限售条件的激励对象共10人，可解除限售的限制性 股票数量为29.6160万股，占目前公司股本总额237，337，830股的0.1248%。本次解除限售的限制性股 票的上市流通日期为2025年9月22日。 （文章来源：证券日报） ...

证券日报网讯大为股份（002213）9月17日在互动平台回答投资者提问时表示，为了保证所有投资者平 等获悉本公司信息，根据信息披露公平原则，本公司将会在定期报告中披露对应时点的股东信息。根据 2025年半年度报告，报告期末普通股股东总数为64，330户。 ...

证券代码：002213 证券简称：大为股份 公告编号：2025-053 深圳市大为创新科技股份有限公司 关于2023年股票期权与限制性股票激励计划首次授予限制 性股票第二个解除限售期解除限售股票上市流通的提示性 公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1.2023 年股票期权与限制性股票激励计划（以下简称"本次激励计划"） 首次授予限制性股票第二个解除限售期符合解除限售条件的激励对象共 10 人， 可 解 除 限 售 的 限 制 性 股 票 数 量 为 29.6160 万 股 ， 占 目 前 公 司 股 本 总 额 237,337,830 股的 0.1248%。 2.本次解除限售的限制性股票的上市流通日为 2025 年 9 月 22 日。 一、本次激励计划已履行的审批程序 （一）2023年6月28日，公司第六届董事会第二次会议审议通过了《关于 <2023年股票期权与限制性股票激励计划（草案）>及其摘要的议案》《关于 <2023年股票期权与限制性股票激励计划实施考核管理办法>的议案》《关于提 请股东大会授权董事会办理股权激励相关事宜的议 ...