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） ...

Core Viewpoint - Dawi Co., Ltd. (002213) emphasizes its commitment to fair information disclosure for all investors, stating that shareholder information will be disclosed in regular reports according to the principle of fair information dissemination [1] Summary by Category - **Shareholder Information** - As of the end of the reporting period for the 2025 semi-annual report, the total number of ordinary shareholders is 64,330 [1]

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 ...

Company Overview - Shenzhen Dawi Innovation Technology Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on October 25, 2000. The company was listed on February 1, 2008. Its main business involves the new generation information technology industry and automotive manufacturing, including semiconductor memory, smart terminal, and automotive businesses [2]. Business Composition - The revenue composition of Dawi includes: semiconductor memory 92.16%, slow-acting devices 4.69%, new energy materials 1.37%, rental and other 0.86%, communication equipment, computers, and other electronic devices 0.68%, and other automotive parts 0.23% [2]. Market Performance - As of September 15, Dawi's stock price increased by 2.18% to 18.26 CNY per share, with a trading volume of 266 million CNY and a turnover rate of 7.24%. The total market capitalization is 4.334 billion CNY [1]. - Year-to-date, Dawi's stock price has risen by 34.77%, with a 6.53% increase over the last five trading days, a 3.89% decrease over the last 20 days, and a 4.60% decrease over the last 60 days [1]. Shareholder Information - As of June 30, Dawi had 64,300 shareholders, an increase of 49.58% from the previous period. The average circulating shares per person decreased by 33.06% to 3,206 shares [2]. Financial Performance - For the first half of 2025, Dawi achieved a revenue of 659 million CNY, representing a year-on-year growth of 18.46%. However, the net profit attributable to the parent company was -11.68 million CNY, a decrease of 14.01% year-on-year [2]. Dividend Information - Since its A-share listing, Dawi has distributed a total of 84.29 million CNY in dividends, with 4.98 million CNY distributed over the past three years [3].

Core Viewpoint - The company has successfully completed the second exercise period of its stock option and restricted stock incentive plan, allowing eligible participants to exercise their options under specified conditions [1][12][15]. Summary by Sections Incentive Plan Overview - The incentive plan includes the grant of stock options and restricted stocks, with the second exercise period set from August 28, 2025, to August 27, 2026, allowing for a total of 151,530 stock options to be exercised at a price of 12.409 yuan per share [1][12]. Approval Process - The company’s board and supervisory board approved the incentive plan and its related documents through multiple meetings held in June and July 2023, with independent opinions provided by financial advisors and legal counsel [2][3][4]. Granting of Options - On August 28, 2023, the company granted a total of 1,677,300 rights under the incentive plan, including 595,100 stock options and 1,082,200 restricted stocks, with exercise prices set at 12.43 yuan and 7.77 yuan respectively [5][6]. Exercise Conditions - The conditions for exercising the stock options have been met, with the second waiting period concluding on August 27, 2025. The exercise conditions include no negative audit opinions and compliance with legal regulations [12][13]. Financial Impact - The exercise of stock options will increase the company's total share capital by 151,530 shares, with minimal impact on earnings per share and overall financial results [15][16]. Management of Funds - Funds raised from the exercise will be used to supplement the company's working capital, while the individual income tax obligations of the incentive participants will be managed by the participants themselves [15][16]. Stock Structure and Compliance - The exercise of stock options is not expected to significantly affect the company's stock structure or its compliance with listing requirements [16]. Reporting and Transparency - The company commits to disclosing changes in incentive participants, adjustments to stock option parameters, and the status of the exercise in regular and interim reports [17].

证券代码：002213 证券简称：大为股份 公告编号：2025-052 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股票 期权第二个行权期采用自主行权模式的提示性公告 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.首次授予股票期权简称：大为 JLC1；期权代码：037381。 2.2023 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"） 首次授予股票期权第二个行权期符合行权条件的激励对象共 11 名，可行权的股 票期权数量共计 15.1530 万份，行权价格为 12.409 元/份。 3.本次行权采用自主行权模式。 4.本次激励计划首次授予股票期权共分三期行权，根据公司《2023 年股票 期权与限制性股票激励计划（草案修订稿）》规定，2023 年股票期权与限制性 股票激励计划首次授予股票期权第二个行权期为 2025 年 8 月 28 日至 2026 年 8 月 27 日止。根据行权手续办理情况，本次实际可行权期限为 2025 年 9 月 5 日 起至 2026 年 8 月 27 日止。 5 ...

Group 1 - The company, Dawi Co., announced the completion of the cancellation of 34,650 stock options as of the date of the announcement [2] - The cancellation was confirmed by the Shenzhen branch of China Securities Depository and Clearing Corporation Limited [2] - This action reflects the company's ongoing management of its stock option plan [2] Group 2 - The announcement was made on the evening of September 2 [2] - The stock option cancellation may impact the company's future equity structure and employee incentives [2] - The company is actively managing its financial instruments to align with strategic goals [2]

Core Viewpoint - The company has developed targeted strategies to address inventory and order risks in response to price fluctuations in the storage industry [2]. Group 1: Company Overview - The company's wholly-owned subsidiary, Shenzhen Dawi Chuangxin Microelectronics Technology Co., Ltd. (referred to as "Dawi Chuangxin"), primarily produces NAND and DRAM storage products [2]. Group 2: Strategic Response - The company plans to optimize its product structure through a product mix strategy and implement refined inventory management mechanisms [2]. - The company aims to dynamically adjust inventory levels to match changes in market demand, thereby mitigating operational risks associated with price volatility [2].