Core Viewpoint - Langke Technology announced the approval of a proposal to apply for credit from banks during the 20th (temporary) meeting of its sixth board of directors held on November 12, 2025 [2] Group 1 - The board meeting was held on November 12, 2025 [2] - The proposal involves seeking credit from banks [2]

Group 1 - A new company named XuanDu Computer (Shenzhen) Co., Ltd. has been established with a registered capital of 50 million yuan [1] - The legal representative of the company is Wang Zhenkai, and its business scope includes manufacturing of computer software and hardware, maintenance of computer and office equipment, wholesale and retail of computer software and hardware, and auxiliary equipment [1] - XuanDu Computer is wholly owned by XuanDu Space Cloud Technology (Shenzhen) Co., Ltd., which is jointly held by Zhonghe Technology (000925) and Langke Technology (300042) among others [1]

证券代码：300042 证券简称：朗科科技 公告编号：2025-060 深圳市朗科科技股份有限公司 关于向银行追加申请授信的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，公告不存在虚 假记载、误导性陈述或者重大遗漏。 深圳市朗科科技股份有限公司（以下简称"公司"）于 2025 年 11 月 12 日召 开第六届董事会第二十次（临时）会议审议通过了《关于向银行申请授信的议案》， 根据《深圳证券交易所创业板股票上市规则》和《公司章程》等相关规定，该事 项在公司董事会审批权限范围内，无需提交公司股东会审议。相关情况具体如下： 根据公司生产经营的需要，为保证公司充足的流动性，公司拟向银行追加申 请授信额度人民币 1 亿元（含等值外币），上述额度在授权有效期内可滚动使用， 款项用途主要为采购原材料等。上述额度不等于公司的实际借款金额，以公司与 银行实际发生的借款金额为准，具体借款金额将视公司的实际需求确定，上述额 度可由公司根据实际经营需要在合并报表范围内子公司之间进行调配。 上述授权有效期自公司董事会审议通过之日起至 2026 年 1 月 6 日有效，若 遇到借款相关合同签署日期在有效期内，但是合同期限超 ...

证券代码：300042 证券简称：朗科科技 公告编号：2025-059 深圳市朗科科技股份有限公司 第六届董事会第二十次（临时）会议决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，公告不存在虚 假记载、误导性陈述或者重大遗漏。 一、董事会会议召开情况 深圳市朗科科技股份有限公司（以下简称"公司"）第六届董事会第二十次 （临时）会议通知于 2025 年 11 月 5 日以电子邮件方式送达全体董事，于 2025 年 11 月 12 日以现场与通讯相结合的方式在朗科大厦会议室召开本次会议。会议 应出席董事 7 人，实际出席董事 7 名，其中董事郭志湘先生、罗绍德先生、雷群 安先生、钟刚强先生以通讯方式出席会议。公司高级管理人员列席了本次会议。 1、审议通过《关于向银行申请授信的议案》 公司向银行申请授信额度是为了满足公司日常经营的需求，有利于公司日常 生产经营，符合公司的利益，不会对公司造成重大不利影响，董事会同意本次向 银行申请授信额度事项。 具体内容详见公司同日披露于巨潮资讯网（http://www.cninfo.com.cn/）上的 《关于向银行追加申请授信的公告》。 表决结果： 同意：7 票 ...

Core Viewpoint - A new company, XuanDu Computer (Shenzhen) Co., Ltd., has been established with a registered capital of 50 million RMB, focusing on computer hardware and software manufacturing and related services [1] Company Summary - The legal representative of XuanDu Computer is Wang Zhenkai [1] - The company is wholly owned by XuanDu Space Cloud Technology (Shenzhen) Co., Ltd., which is jointly held by Zhonghe Technology (000925) and Langke Technology (300042) [1] - The business scope includes manufacturing of computer hardware and software, maintenance of computer and office equipment, wholesale and retail of computer hardware and software, and auxiliary equipment [1]

Group 1 - The core viewpoint of the news highlights the recent trading performance and financial metrics of Langke Technology, indicating a strong interest from investors with significant financing activities [1][2] - On November 11, Langke Technology's stock rose by 1.06%, with a trading volume of 1.13 billion yuan, and a net financing purchase of 14.29 million yuan, reflecting a robust market presence [1] - As of November 11, the total financing and securities lending balance for Langke Technology reached 405 million yuan, accounting for 6.26% of its circulating market value, indicating a high level of financing activity compared to the past year [1] Group 2 - For the period from January to September 2025, Langke Technology reported a revenue of 795 million yuan, representing a year-on-year growth of 35.19%, while the net profit attributable to shareholders was a loss of 28.46 million yuan, but this still marked a 58.26% improvement compared to the previous year [2] - The number of shareholders for Langke Technology increased to 33,500 as of September 30, 2025, reflecting a 1.52% rise, while the average circulating shares per person decreased by 1.50% to 5,981 shares [2] - Since its A-share listing, Langke Technology has distributed a total of 170 million yuan in dividends, with 10.02 million yuan distributed over the past three years [3]

Core Insights - The A-share market for storage chip concept stocks continues to rise, with significant gains observed in several companies following a major price increase announcement from SanDisk [1] Group 1: Market Performance - SanDisk announced a substantial price increase of up to 50% for NAND flash contracts, causing a ripple effect throughout the storage supply chain [1] - Notable stock performances include: - Sanfu Co., Ltd. (三孚股份) with a 2-day consecutive rise - Jiangbolong (江波龙) up by 9%, reaching a new high - Jingzhida (精智达) increasing nearly 9% - Langke Technology (朗科科技) rising over 5% - Other companies like Baiwei Storage (佰维存储), China Electric Port (中电港), and Dawi Co. (大为股份) seeing gains of over 4% [1][2] Group 2: Individual Stock Data - Key stock data includes: - Sanfu Co., Ltd. (603938): 0.99% increase, market cap of 9.103 billion, YTD increase of 120.40% - Jiangbolong (301308): 9.00% increase, market cap of 129.8 billion, YTD increase of 260.05% - Jingzhida (688627): 8.91% increase, market cap of 2.05 billion, YTD increase of 200.10% - Langke Technology (300042): 5.13% increase, market cap of 6.739 billion, YTD increase of 45.58% - Baiwei Storage (688525): 4.51% increase, market cap of 62.3 billion, YTD increase of 115.33% [2]

Core Viewpoint - The A-share market for storage chip concept stocks continues to rise, driven by significant price increases in NAND flash memory contracts announced by SanDisk, which could impact the entire storage supply chain [1] Group 1: Market Performance - Sanfu Co. has achieved two consecutive trading limits, indicating strong investor interest [1] - Jiangbolong has increased by 9%, reaching a new high, while Jingzhida and Langke Technology have both risen nearly 9% [1] - Other companies such as Baiwei Storage, China Electric Port, and Dawi Co. have seen increases of over 4%, with Kexiang Co., Saiteng Co., and others rising over 3% [1] Group 2: Price Changes and Supply Chain Impact - SanDisk plans to significantly raise NAND flash contract prices by up to 50% in November [1] - This price hike has caused a ripple effect in the storage supply chain, prompting companies like Transcend, ADATA, and Apacer to halt shipments and reassess their pricing strategies [1]

Group 1 - The storage chip sector saw multiple stocks open high, with companies like Purun Co., Ltd. and Shannon Semiconductor reaching new highs [1] - Yintang Intelligent Control hit the daily limit up, while Shengo Co., Ltd. surged over 15% [1] - Other companies such as Jiangbolong, Kaipu Cloud, and Langke Technology also experienced gains [1]

Core Insights - The smart storage manufacturing industry is experiencing rapid growth, driven by advancements in AI technology and increasing demand for AI-enabled products and applications [1][4] - The global smart storage manufacturing market is projected to grow from $129.23 billion in 2020 to $177.81 billion by 2024, with a compound annual growth rate (CAGR) exceeding 8% from 2020 to 2024 [4] Industry Definition and Classification - Smart storage utilizes advanced information technology, integrating AI, big data analytics, and automated operations to optimize production, management, and logistics of storage devices [2][3] - It enhances support for high concurrency and low latency applications, improving performance, quality, and production efficiency while reducing costs and resource consumption [2][3] Market Size and Growth - The smart storage manufacturing market is expected to reach $195.6 billion by 2025, indicating a strong upward trend in market demand [4] Industry Policies - The Chinese government has implemented various policies to create a favorable environment for the development of the smart storage manufacturing industry, recognizing the increasing importance of data as a new form of production material [3] Competitive Landscape - The global smart storage market is characterized by significant differentiation, with the consumer market being highly standardized and dominated by major players using OEM or ODM models [5] - The enterprise storage market is highly concentrated, led by a few international top manufacturers [5] Key Players - Major companies in the smart storage market include Bawei Storage, Jingcun Technology, Miaocun Technology, Samsung, SK Hynix, Micron, Longke Technology, Beijing Junzheng, and Unisplendour [5][6] Company Highlights - **Xiechuang Data**: The second-largest domestic smart storage device manufacturer, focusing on customized cloud solutions and expanding into AI computing and storage chip development [8][9] - **Longke Technology**: Known for its innovation in storage products, including SSDs and DRAM, with a focus on optimizing product lines and expanding into gaming markets [10] Industry Development Trends - Smart storage is evolving from a passive data container to an active, intelligent, secure, and efficient data service engine, essential for digital transformation and data-driven decision-making [11] - The integration of technology and ecosystem collaboration will accelerate the penetration of application scenarios, with AI and AI data centers being key growth drivers for the future [11]