Core Insights - The A-share market saw a strong performance in the storage chip sector on October 21, with multiple companies experiencing significant stock price increases [1] Group 1: Stock Performance - Yachuang Electronics (雅创电子) rose by 13.05%, with a total market capitalization of 8.155 billion [2] - Shannon Semiconductor (香农芯创) increased by 11.22%, reaching a market cap of 49.6 billion [2] - Daway Co., Ltd. (大为股份) saw a 10.03% rise, with a market value of 5.183 billion [2] - Taiji Industry (太极实业) experienced a 10% increase, with a market cap of 1.86 billion [2] - Longke Technology (朗科科技) rose by 8.53%, with a market capitalization of 6.172 billion [2] - Jucheng Technology (聚辰股份) increased by 7.95%, with a market cap of 24.8 billion [2] - Tongyou Technology (同有科技) saw a 7.29% rise, with a market value of 1.09 billion [2] - Pulang Co., Ltd. (普朗股份) increased by 6.46%, with a market cap of 17.9 billion [2] - Baiwei Storage (佰维存储) rose by 6.08%, with a market capitalization of 51.5 billion [2] - Shanghai Xinyang (上海新阳) increased by 5.70%, with a market cap of 1.85 billion [2] - Lierda (利尔达) rose by 5.31%, with a market capitalization of 6.35 billion [2] - Chengbang Co., Ltd. (诚邦股份) increased by 5.23%, with a market cap of 361.2 million [2] - Deep Technology (深科技) rose by 5.10%, with a market capitalization of 44.9 billion [2] - Demingli (德明利) increased by 5.06%, with a market cap of 43.2 billion [2] Group 2: Year-to-Date Performance - Yachuang Electronics has a year-to-date increase of 73.31% [2] - Shannon Semiconductor has seen a remarkable year-to-date increase of 276.27% [2] - Daway Co., Ltd. has a year-to-date increase of 61.17% [2] - Taiji Industry has a year-to-date increase of 30.63% [2] - Longke Technology has a year-to-date increase of 33.33% [2] - Jucheng Technology has a year-to-date increase of 168.44% [2] - Tongyou Technology has a year-to-date increase of 44.80% [2] - Pulang Co., Ltd. has a year-to-date increase of 67.50% [2] - Baiwei Storage has a year-to-date increase of 78.12% [2] - Shanghai Xinyang has a year-to-date increase of 59.56% [2] - Lierda has a year-to-date increase of 69.79% [2] - Chengbang Co., Ltd. has a year-to-date increase of 190.85% [2] - Deep Technology has a year-to-date increase of 51.86% [2] - Demingli has a year-to-date increase of 206.11% [2]

Core Viewpoint - The A-share market's storage chip sector experienced a strong rally, with multiple companies showing significant gains in their stock prices [1] Company Performance - Yachuang Electronics surged by 13% - Shannon Semiconductor increased by over 11% - Daway Co. and Taiji Industry hit the 10% limit up - Longke Technology rose by over 8% - Juchen Technology and Tongyou Technology both increased by over 7% - Purun Technology and Baiwei Storage gained over 6% - Shanghai Xinyang, Lierda, Chengbang Co., Shentek, and Demingli all saw increases of over 5% [1]

Core Viewpoint - Dawi Co., Ltd. (SZ002213) experienced a limit-up on October 21, 2025, reaching a price of 21.84 yuan, with a 10.03% increase, resulting in a total market capitalization of 5.183 billion yuan and a circulating market capitalization of 4.512 billion yuan, with a total transaction amount of 409 million yuan at the time of reporting [1]. Group 1 - The primary reason for the limit-up is attributed to significant growth in the semiconductor storage business, which generated revenue of 607 million yuan, a year-on-year increase of 40.77%, accounting for 92.16% of total revenue [2]. - The company has made breakthroughs in product certification, with LPDDR4X entering the operator system and LPDDR5 certification in progress, while also onboarding key industry clients such as ChaoYue Technology and Sichuan Jiuzhou, which supports the stock price increase [2]. - Dawi Co., Ltd. recently established Shanghai Dawi Agile Technology Co., Ltd. to focus on developing high-performance storage chip products and solutions, enhancing technical cooperation with local and global enterprises, and leveraging Shanghai's integrated circuit policies to accelerate technology research and development [2]. Group 2 - The semiconductor storage sector has been active recently, attracting significant capital attention, with multiple stocks in this sector experiencing varying degrees of increase on October 21, 2025, contributing to the limit-up of Dawi Co., Ltd. through a sector-wide effect [2]. - Technically, the stock price's strong limit-up on that day broke through short-term moving average resistance levels, indicating strong upward momentum [2].

证券日报网讯大为股份（002213）10月20日在互动平台回答投资者提问时表示，公司主营业务为"半导 体存储+智能终端"和"新能源+汽车"两大业务。公司新能源业务主要包括大为股份郴州锂电新能源产业 项目的投资建设，以及为拓展产业链上下游资源，公司广泛开展的碳酸锂委托加工及贸易业务。2025年 上半年，公司碳酸锂业务实现营业收入904.25万元。 ...

Group 1 - The core viewpoint of the news is that Dawi Co., Ltd. has shown significant stock performance with a year-to-date increase of 54.40%, despite a recent decline in the last five trading days [1] - As of October 16, Dawi's stock price reached 20.92 CNY per share, with a market capitalization of 4.965 billion CNY [1] - The company has been actively traded, appearing on the "Dragon and Tiger List" 13 times this year, with the latest appearance on October 10, where it recorded a net buy of 14.8074 million CNY [1] Group 2 - Dawi Co., Ltd. was established on October 25, 2000, and listed on February 1, 2008, primarily engaged in the semiconductor storage and automotive manufacturing sectors [2] - The company's revenue composition shows that 92.16% comes from semiconductor storage, while other segments contribute significantly less [2] - As of June 30, the number of shareholders increased by 49.58% to 64,300, while the average circulating shares per person decreased by 33.06% to 3,206 shares [2] Group 3 - Dawi Co., Ltd. has distributed a total of 84.2937 million CNY in dividends since its A-share listing, with 4.9837 million CNY distributed in the last three years [3]

Core Viewpoint - The company announced the acquisition of a 40% stake in its subsidiary by using its own funds, indicating a strategic move to consolidate ownership and potentially enhance operational control [2] Group 1: Acquisition Details - The company’s wholly-owned subsidiary, Shenzhen Terjia Information Technology Co., Ltd., has acquired a 40% stake in Shenzhen Dawi Yingtong Technology Co., Ltd. from minority shareholder Shenzhen Xinying Technology Co., Ltd. [2] - The acquisition was completed for a total amount of 4,194,822.89 yuan [2] - The transfer of shares has been officially registered, and the necessary business registration changes have been completed [2]

二、交易进展 证券代码：002213 证券简称：大为股份 公告编号：2025-056 深圳市大为创新科技股份有限公司 关于收购控股子公司少数股东股权的进展公告 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。 一、交易概述 深圳市大为创新科技股份有限公司（以下简称"公司"）全资子公司深圳 市特尔佳信息技术有限公司（以下简称"特尔佳信息"）使用自有资金 4,194,822.89 元收购控股子公司深圳市大为盈通科技有限公司（以下简称"大为 盈通"）少数股东深圳市芯盈科技有限公司（曾用名深圳市盈嘉讯控股有限公 司）持有的大为盈通 40%股权，并签署了《股权转让协议》。详情参见公司于 2025 年 9 月 27 日披露在巨潮资讯网（www.cninfo.com.cn）上的《关于收购控 股子公司少数股东股权的公告》。 9、股权结构：深圳市特尔佳信息技术有限公司100%持股。 截至本公告日，本次交易标的股权已过户至特尔佳信息名下，大为盈通已 完成工商变更登记手续，变更后登记信息如下： 1、公司名称：深圳市大为盈通科技有限公司 2、统一社会信用代码：91440300MA5GD ...

Core Viewpoint - The company, through its subsidiary Shenzhen Dawi Chuangxin Microelectronics Technology Co., Ltd., offers a comprehensive range of DRAM and NAND Flash products, catering to various industries and emphasizing its competitive edge in lithium salt production and management [1]. Group 1: Product Offerings - The main products of the subsidiary include DDR3, DDR4, LPDDR4X, DDR5 DRAM products, as well as eMMC and BGA NAND Flash products, which meet integrated customer needs [1]. - The products are widely applied in personal computers, automotive, IDC, industrial control, medical, rail transportation, and smart electronics sectors [1]. Group 2: Lithium Technology and Team - The company has a full industry chain layout in new energy technology, covering mining, selection, and lithium carbonate smelting [1]. - The mining and selection team is based on a doctoral team from Central South University, with in-depth research in mineral processing, flotation, and magnetic separation, possessing multiple technological achievements, patents, and proprietary technologies [1]. - The core production and management personnel in the smelting segment have 10-20 years of experience in lithium salt production and management, having previously managed large lithium salt plants [1]. - The overall team possesses strong competitiveness and influence within the industry [1].

Core Viewpoint - The company, Dawi Co., Ltd. (002213), through its subsidiary Shenzhen Dawi Yingtong Technology Co., Ltd., is engaged in the research, development, and sales of graphics cards and other computer hardware and software, indicating a focus on the technology sector [1] Group 1 - The subsidiary Dawi Yingtong specializes in graphics cards suitable for desktop computers and servers, which can be utilized in various fields such as desktop office, industrial control, and intelligent computing [1] - The graphics card products are compatible with domestic CPUs, firmware, and operating systems, highlighting the company's alignment with local technology standards [1]

Core Insights - On October 10, a total of 45 stocks were involved with institutional investors, with 21 stocks showing net buying and 24 stocks showing net selling [1][2]. Institutional Buying - The top three stocks with the highest net buying by institutions were: - Shenzhen Technology: Net buying amount of 178.75 million yuan, with a daily increase of 3.46% [2]. - Xiyu Co., Ltd.: Net buying amount of 125.60 million yuan, with a daily increase of 0.56% [2]. - Dawi Co., Ltd.: Net buying amount of 84.37 million yuan, with a daily decrease of 0.78% [2]. Institutional Selling - The top three stocks with the highest net selling by institutions were: - GoerTek: Net outflow amount of 38.25 million yuan, with a daily decrease of 9.40% [4]. - Guomai Culture: Net outflow amount of 35.76 million yuan, with a daily decrease of 19.18% [4]. - Yongding Co., Ltd.: Net outflow amount of 33.28 million yuan, with a daily increase of 5.94% [4].