证券代码：002654 证券简称：万润科技 公告编号：2025-063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 ...

Market Overview - The A-share market experienced a day of volatility, with the Shanghai Composite Index falling by 0.97% and closing below 4000 points, while the Shenzhen Component Index and the ChiNext Index dropped by 1.93% and 2.82% respectively [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 1.96 trillion yuan, a decrease of 85.3 billion yuan compared to the previous trading day [1] Sector Performance - The market saw over 3300 stocks decline, indicating a broad-based sell-off [3] - The lithium battery sector continued its strong performance, with stocks like Fujian Holdings (002083) achieving a seven-day limit-up and Shida Shenghua (603026) hitting a three-day limit-up [3] - The gas sector also showed resilience, with Shouhua Gas (300483) reaching a 20% limit-up [3] - Conversely, the computing hardware sector faced a collective pullback, and the CPO concept stocks experienced fluctuations [3] Memory Chip Sector - The memory chip sector faced significant declines, with stocks such as Tongyou Technology (300302) and Baiwei Storage dropping over 10% [5] - The memory index fell by 5.93%, closing at 3527.86 points [6] Regional Highlights - The Hainan Free Trade Zone is set to officially launch its full island closure operation on December 18, 2025, which is expected to enhance regional economic development and industrial upgrades [7][9] - The new policies will expand the range of zero-tariff goods from 1900 to approximately 6600 items, covering about 74% of products, and will optimize tax policies to reduce costs for enterprises [7][9]

Core Viewpoint - Kioxia's poor performance has negatively impacted the A-share market, leading to a significant decline in storage chip concept stocks, raising concerns about the overall health of the storage industry [1] Company Performance - Kioxia's adjusted net profit for the second fiscal quarter plummeted over 60% year-on-year, amounting to 41.7 billion yen (approximately 284 million USD), a substantial drop compared to the same period last year [1] - The company is facing dual pressures of declining revenue and rising costs, which has triggered market worries regarding the storage industry's outlook [1] Market Reaction - Following Kioxia's earnings report, several storage-related stocks in the A-share market experienced sharp declines, with notable drops including: - Baiwei Storage down 11% - Tongyou Technology and Jucheng Co. down over 9% - Other companies like Purang Co., Jiangbolong, and Kangqiang Electronics down over 8% [2] - The overall market sentiment reflects a lack of confidence in the storage sector, influenced by Kioxia's performance [1][2] Pricing Mechanism Impact - Analysts suggest that Kioxia's disappointing results may be attributed to its fixed-price agreements for supplying mobile NAND chips to Apple, which prevented the company from benefiting from the significant increases in spot prices [1]

Core Insights - The optical and optoelectronic sector saw a slight increase of 0.34% on November 13, with Tianshan Electronics leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Stock Performance - Tianshan Electronics (301379) closed at 29.65, with an increase of 8.01% and a trading volume of 193,400 shares, amounting to 568 million yuan [1] - Other notable gainers included: - Gobi Jia (920438) at 41.20, up 4.99% [1] - Mulinsen (002745) at 9.33, up 4.71% [1] - Changyang Technology (6628899) at 19.38, up 4.42% [1] - Conversely, the following stocks experienced declines: - Visionox (002387) at 9.66, down 4.36% [2] - Qianzhao Optoelectronics (300102) at 14.22, down 4.05% [2] - ST Yushun (002289) at 35.80, down 2.27% [2] Capital Flow - The optical and optoelectronic sector experienced a net outflow of 343 million yuan from institutional investors, while retail investors saw a net inflow of 324 million yuan [2] - Notable capital flows included: - Tianshan Electronics had a net outflow of 58.29 million yuan from institutional investors [3] - Mulinsen saw a net inflow of 37.24 million yuan from institutional investors [3] - Aolaide (688378) had a net inflow of 35.93 million yuan from institutional investors [3]

Core Viewpoint - Wanrun Technology is one of the few domestic companies engaged in the research and production of eSSD, and it is the only listed company with high-performance enterprise-level storage products [1] Group 1: Company Overview - Wanrun Technology has completed the project initiation for the enterprise-level PCIe 5.0 SSD ME14000 research and development [1] - The company focuses on the design, research, and sales of semiconductor memory [1] Group 2: Industry Position - Wanrun Technology is positioned as a key player in the eSSD market within China, highlighting its unique status among listed companies [1]

深圳万润科技股份有限公司 关于累计诉讼、仲裁案件情况的公告 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。 深圳万润科技股份有限公司（以下简称"公司"）根据《深圳证券交易所股 票上市规则》有关规定，对公司及子公司连续十二个月累计涉及诉讼、仲裁事项 进行了统计，现将有关情况公告如下： 一、累计诉讼、仲裁事项的基本情况 根据《深圳证券交易所股票上市规则》第 7.4.2 条的规定，截至本公告披露 日，公司及子公司连续十二个月内累计涉及诉讼、仲裁案件金额合计为 16,393.05 万元，超过公司最近一期经审计净资产绝对值的 10%，其中：公司及 子公司作为起诉方涉案金额合计为 10,168.50 万元，占涉诉案件总金额的 62.03%； 公司及子公司作为被起诉方涉案金额合计为 6,224.55 万元，占涉诉案件总金额 的 37.97%。 除前期已披露的重大诉讼外，公司及子公司不存在单项涉案金额超过 1,000 万元且占公司最近一期经审计净资产绝对值 10%以上的重大诉讼、仲裁事项。 二、其他尚未披露的诉讼、仲裁事项 证券代码：002654 证券简称：万润科技 公告编号 ...

Core Insights - On November 10, the Shanghai Composite Index rose by 0.53%, with institutional investors appearing on the trading lists of 29 stocks, net buying 12 and net selling 17 [1][2]. Institutional Trading Summary - The stock with the highest net buying by institutional seats was Wanrun Technology, which closed at the daily limit with a turnover rate of 18.51% and a transaction amount of 2.604 billion. The net buying amounted to 131.24 million from institutional seats, with a total net inflow of 501 million [2][5]. - Tianji Shares also closed at the daily limit, with a turnover rate of 18.26% and a transaction amount of 3.618 billion. Institutional seats net bought 122.17 million, with a total net inflow of 299 million [2][5]. - On the other hand, Liangxin Shares closed at the daily limit down, with a turnover rate of 17.66% and a transaction amount of 1.936 billion. Institutional seats net bought 55.67 million, but the total net outflow was 282 million [3][5]. Market Performance - The average increase of stocks with net institutional buying was 6.94%, outperforming the Shanghai Composite Index. Strong performers included Huasheng Lithium and Online & Offline, both closing at the daily limit [3][4]. - A backtest of stocks with net institutional buying over the past month showed a 54.95% probability of rising the next day, with a 53.58% chance of outperforming the index [3][4]. Net Selling Summary - The stock with the highest net selling by institutions was Xinquan Shares, which saw a net outflow of 332.63 million, with institutional seats net selling 332.63 million [3][5]. - Zhejiang Rongtai also experienced significant net selling, with a total net outflow of 337 million, despite some net buying from the Shanghai-Hong Kong Stock Connect [4][8]. Stock Connect Activity - On November 10, 19 stocks on the trading list had participation from the Shanghai-Hong Kong Stock Connect, with net buying in stocks like Jiugui Liquor and Zhejiang Rongtai, amounting to 137.41 million and 81.24 million respectively [7][8].

Core Points - The Shanghai Composite Index rose by 0.53%, while the Shenzhen Component Index increased by 0.18%, and the ChiNext Index fell by 0.92% on November 10 [2] - A total of 56 stocks appeared on the daily trading list, with the highest net inflow of funds into Wanrun Technology (002654.SZ) amounting to 195 million yuan [2][4] - Institutions were involved in 29 stocks on the trading list, with a total net outflow of 728 million yuan [6][11] Summary by Category Stock Performance - Wanrun Technology saw a price increase of 10% with a turnover rate of 18.51%, and it had the highest net buying amount of 195 million yuan, accounting for 7.49% of the total trading volume [4][7] - The stock with the largest net outflow was Xinquan Co., Ltd. (603179.SH), which experienced a 10% decline and a net selling amount of 361 million yuan, representing 21.04% of its total trading volume [6][10] Institutional Activity - Institutions net bought 12 stocks and net sold 17 stocks on the trading list, with Wanrun Technology being the most significant net purchase [6][7] - The total net selling amount by institutions was 728 million yuan, with Xinquan Co., Ltd. being the most significant net sale [10][13] Northbound Capital - Northbound capital participated in 19 stocks, with a total net buying amount of 197 million yuan, where the highest net purchase was in Jiugui Liquor (000799.SZ) at 137 million yuan [11][13] - The stock with the largest net outflow from northbound capital was Haima Automobile (000572.SZ), with a net selling amount of 187 million yuan [11][14]

Group 1: Stock Market Activity - 35 stocks were listed on the institutional leaderboard today, with 15 stocks seeing net buying and 20 stocks experiencing net selling [1] - The top three stocks with the highest net buying by institutions were Yongtai Technology (CNY 438 million), Tianji Shares (CNY 210 million), and Wanrun Technology (CNY 163 million) [1] Group 2: Storage Industry Insights - NAND flash contract prices surged by 50% in November, driven by SanDisk's price increase, causing disruptions in the storage supply chain [3] - Major manufacturers like Transcend and Apacer have paused shipments to reassess pricing due to expectations of further price increases [3] - The global NAND Flash bit demand is projected to exceed 200EB by 2026, with AI driving increased storage needs across various data types [3] Group 3: Consumer Sector Trends - The popularity of "milk skin candy hawthorn" has surged, leading to long queues and high prices in cities like Shanghai, indicating a trend in consumer behavior [5] - The National Bureau of Statistics reported a 0.2% year-on-year increase in CPI for October, with core CPI rising to its highest level since March 2024 [5] - Analysts suggest that the need to expand domestic demand is becoming more critical, with expectations for increased fiscal measures to boost consumption and investment in 2026 [5]

Market Overview - On November 10, the trading volume of the Shanghai and Shenzhen stock markets reached 2.17 trillion yuan, an increase of 175.4 billion yuan compared to the previous trading day [1] - Sectors such as consumer goods, fluorine chemicals, lithium batteries, and cultivated diamonds saw significant gains, while shipbuilding and robotics sectors experienced declines [1] Stock Performance - Notable stocks included *ST Dongyi, which rose by 5.02% to 15.26 yuan, and ST Zhongtong, which increased by 4.97% to 9.71 yuan, both benefiting from restructuring and real estate developments [2] - Moen Electric surged by 10.03% to 11.41 yuan, driven by developments in power grid equipment and a production base in Thailand [2] - Yingxin Development saw a 10.13% increase to 3.48 yuan, linked to a proposed acquisition in the semiconductor sector [2] Trading Dynamics - The top three net purchases on the daily leaderboard were Wanrun Technology, Yingxin Development, and Jiugui Liquor, with net purchases of 195 million yuan, 172 million yuan, and 150 million yuan, respectively [5] - Conversely, the top three net sales were Xinquan Co., Haima Automobile, and Geer Software, with net sales of 361 million yuan, 195 million yuan, and 173 million yuan, respectively [6] Sector Insights - Wanrun Technology reported a significant revenue increase of 444.58% year-on-year, with a focus on storage chips and LED lighting [9] - Tianji Co. is experiencing a surge in demand for lithium hexafluorophosphate, with Q3 shipments exceeding 10,000 tons and plans for production ramp-up [12] - Newquan Co. faced a decline in net profit by 9.19% year-on-year, attributed to the downturn in Tesla-related stocks and a lack of immediate catalysts [16] Institutional Activity - Institutional net purchases were led by Wanrun Technology, Tianji Co., and Yingxin Development, with net purchases of 131 million yuan, 122 million yuan, and 55.67 million yuan, respectively [7] - The largest net sales by institutional investors were recorded for Xinquan Co., Zhejiang Rongtai, and Jerey Co., totaling 333 million yuan, 282 million yuan, and 139 million yuan, respectively [8]