截至2月13日，万润科技股东户数10.46万，较上期增加0.38%；人均流通股8080股，较上期减少0.38%。 2025年1月-9月，万润科技实现营业收入37.14亿元，同比增长21.77%；归母净利润2775.90万元，同比减 少16.58%。 2月25日，万润科技涨1.64%，成交额8.15亿元。两融数据显示，当日万润科技获融资买入额9395.68万 元，融资偿还9185.52万元，融资净买入210.16万元。截至2月25日，万润科技融资融券余额合计7.61亿 元。 融资方面，万润科技当日融资买入9395.68万元。当前融资余额7.60亿元，占流通市值的5.80%，融资余 额超过近一年60%分位水平，处于较高位。 融券方面，万润科技2月25日融券偿还5.12万股，融券卖出1500.00股，按当日收盘价计算，卖出金额 2.33万元；融券余量2.47万股，融券余额38.33万元，低于近一年10%分位水平，处于低位。 资料显示，深圳万润科技股份有限公司位于广东省深圳市光明区凤凰街道塘家社区光侨大道2519号万润 大厦11-12层，成立日期2002年12月13日，上市日期2012年2月17日，公司主营业务涉及L ...

存储芯片概念盘中震荡拉升，北京君正涨超10%，此前太极实业、时空科技涨停，万润科技、佰维存 储、澜起科技、兆易创新、香农芯创跟涨。 消息面上，SK海力士透露，目前其DRAM和NAND库存已降至仅约4周的极低水位，且预计将在全年继 续下降，原厂议价权显著提升。三星正就其最新一代人工智能存储芯片HBM4的定价进行谈判，价格将 比上一代高出20%至30%，预计售价约为700美元。 相关行业： 存储芯片制造：随着AI数据中心建设提速，市场对DRAM、HBM等高带宽存储芯片需求持续攀升，叠 加海外大厂主动控制普通存储产能转向高端AI存储，行业供需格局持续优化，主营存储芯片研发制造 的企业将直接受益于产品量价齐升，业绩增长弹性充足。 芯片封测：存储芯片尤其是高端HBM芯片需要先进的堆叠封装技术支持，随着存储芯片出货量增长与 产品结构升级，具备2.5D、3D等先进封测能力的厂商将获得更多高端订单，技术优势转化为业绩增长 动能，迎来快速发展机遇。 半导体材料与设备：存储芯片产能扩张与技术升级带动光刻胶、电子特气、沉积设备等材料设备需求提 升，拥有核心技术壁垒的材料设备企业将伴随行业发展实现营收增长，国产替代进程也将进一步加速 ...

Core Viewpoint - Wanrun Technology (002654) is expected to see a significant decline in net profit for 2025, with projections ranging from 25 million to 37 million yuan, representing a year-on-year decrease of 41.01% to 60.14% due to the impact of performance commitment compensation from the previous year [1] Company Developments - The advanced storage module manufacturing project, fully constructed by the company's subsidiary, commenced production in December 2025. The company is actively seeking customers and orders to drive revenue growth and enhance the scale of its storage business, marking a critical step in its transition to the new generation information technology industry [2] Financial Movements - As of February 3, 2026, Wanrun Technology's financing balance reached 807 million yuan, accounting for 6.72% of its market capitalization, which is at a relatively high level compared to the past year. Recent fluctuations in financing purchases indicate increased market speculation [3] Strategic Initiatives - The company plans to actively participate in the strategic layout of its controlling shareholder in the optoelectronics and automotive industries, leveraging its capital platform to enhance core competitiveness. This strategic direction may influence future business expansion [4] Company Communication - The company emphasizes maintaining investor communication through various channels, including interactive platforms and hotlines, and recently addressed investor concerns on February 2, 2026 [5]

Core Viewpoint - Wanrun Technology is focusing on the development of new-generation information technology businesses, particularly in the storage sector, aligning its investment strategy with industry trends and market conditions [2] Group 1: Business Development - The company has established a subsidiary, Hubei Changjiang Wanrun Semiconductor Technology Co., Ltd., in Wuhan in 2022, focusing on the research, design, and sales of semiconductor storage devices [2] - In 2025, the company plans to set up another subsidiary, Shenzhen Wanrun Storage Technology Co., Ltd., in Shenzhen, which will concentrate on the manufacturing of storage modules, aiming to create an integrated industry chain encompassing research, design, production, testing, and sales services [2] Group 2: Product Offerings - The main storage products currently offered by the company include solid-state drives (SSDs), embedded storage products, and memory products, with detailed information available on the company's official website [2] Group 3: Financial Performance - Wanrun Semiconductor, a subsidiary of the company, achieved a revenue of 473 million yuan in the first half of 2025, representing a year-on-year growth of 444.58% [2] - The company is actively seizing market opportunities in the second half of the year to expand its business scale and enhance profitability [2]

Core Viewpoint - Wanrun Technology stated that as of January 30, 2026, the number of its shareholders is approximately 102,300 [2] Company Summary - Wanrun Technology has engaged with investors through an interactive platform, providing insights into its shareholder count [2] - The projected number of shareholders indicates a significant level of investor interest and engagement with the company [2]

证券代码：002654 证券简称：万润科技 公告编号：2026-005号 深圳万润科技股份有限公司 关于公司及子公司向银行等外部机构 申请综合授信额度及担保事项的进展公告 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、公司及子公司向银行等外部机构申请综合授信额度及担保情况概述 深圳万润科技股份有限公司（以下简称"公司"或"万润科技"）分别于 2025 年 4 月 24 日、2025 年 5 月 16 日召开第六届董事会第七次会议及 2024 年度 股东大会，审议通过《关于公司及子公司向银行等外部机构申请综合授信额度及 担保事项的议案》，同意公司及子公司（含目前及未来纳入公司合并报表范围内 的全资和控股子公司，以下合称"子公司"）向银行、融资租赁公司、合作方等 外部机构申请综合授信额度总额不超过人民币 30 亿元（不含已生效未到期的额 度），综合授信额度项下业务范围包括但不限于贷款、承兑汇票及贴现、保函、 票据池、信用证、融资租赁、外汇衍生产品等，该额度可滚动循环使用。 同意子公司对公司提供的担保额度不超过 12 亿元、公司及子公司对资产负 债率 70%以 ...

Group 1 - The company, Wanrun Technology, stated that it currently has no significant matters that should be disclosed but have not been disclosed [2] - The company is implementing an investment layout in the storage industry, aligning with the new generation of information technology as its main industry [2] - The investment strategy is based on a comprehensive analysis of macroeconomic conditions, trends in the storage industry, and the company's actual situation [2]

Group 1 - The company is focusing on developing a new generation of information technology business primarily centered around LED and semiconductor memory, aiming to expand revenue scale and increase the proportion of income and profitability from these sectors [2] - The existing advertising media business will be maintained under a principle of stabilizing existing operations and controlling risks, while undergoing transformation and efficiency enhancement [2]

Core Viewpoint - Wanrun Technology's semiconductor division reported a significant revenue increase in the first half of 2025, indicating strong growth potential and future expansion plans in advanced storage module manufacturing [2] Group 1: Financial Performance - Wanrun Semiconductor achieved a revenue of 473 million yuan in the first half of 2025, representing a year-on-year growth of 444.58% [2] Group 2: Future Plans - The company plans to invest in the establishment of Shenzhen Wanrun Storage Technology Co., Ltd. to develop advanced storage module manufacturing projects, with production expected to commence in December 2025 [2] - Wanrun Semiconductor has already secured some orders to facilitate the delivery of its new products [2]

Group 1 - The core point of the article is that Wanrun Technology (002654) has disclosed that as of January 30, 2026, the number of its shareholders is approximately 102,300 [1]