Market Overview - On September 12, the computer equipment sector rose by 0.91% compared to the previous trading day, with Tongyou Technology leading the gains [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Top Gainers in Computer Equipment Sector - Tongyou Technology (300302) closed at 17.01, up 10.81% with a trading volume of 453,500 shares and a turnover of 751 million yuan [1] - Chunzhi Technology (603516) closed at 150.80, up 10.00% with a trading volume of 112,700 shares and a turnover of 1.651 billion yuan [1] - Lang Technology (300042) closed at 27.47, up 9.70% with a trading volume of 315,700 shares and a turnover of 845 million yuan [1] - Xuanji Information (300324) closed at 7.26, up 8.85% with a trading volume of 2,965,200 shares and a turnover of 2.105 billion yuan [1] - Zhongke Shuguang (610509) closed at 98.24, up 6.68% with a trading volume of 1,331,800 shares and a turnover of 1.3036 billion yuan [1] Top Losers in Computer Equipment Sector - Kaiwang Technology (301182) closed at 39.25, down 2.56% with a trading volume of 34,400 shares and a turnover of 136 million yuan [2] - Suzhou Keda (603660) closed at 8.50, down 1.96% with a trading volume of 204,500 shares and a turnover of 176 million yuan [2] - Shuguang Shuchuang (872808) closed at 101.69, down 1.85% with a trading volume of 52,500 shares and a turnover of 54.6 million yuan [2] Fund Flow Analysis - The computer equipment sector experienced a net outflow of 812 million yuan from institutional investors and a net outflow of 504 million yuan from speculative funds, while retail investors saw a net inflow of 1.316 billion yuan [2] - Major stocks with significant fund flow include Zhongke Shuguang, which had a net inflow of 162 million yuan from institutional investors but a net outflow of 608 million yuan from speculative funds [3] - Tongyou Technology had a net inflow of 49.84 million yuan from institutional investors, with a net outflow of 42.43 million yuan from speculative funds [3]

Market Overview - The Shanghai Composite Index closed at 3870.60 points, slightly down by 0.12%, with a total trading volume of 25,483.12 billion yuan [1] - A total of 30 A-shares have surpassed their annual line, indicating positive market sentiment [1] Notable Stocks - Shanghai Construction (600170) showed a significant increase of 9.96% with a deviation rate of 9.59% from the annual line [1] - Taiyuan Heavy Industry (600169) rose by 10.08%, with a deviation rate of 8.38% [1] - Tongyou Technology (300302) increased by 8.53%, with a deviation rate of 6.95% [1] - Other notable stocks with positive performance include Huaxia Fortune (600340) and Shilianhang (002285), with deviation rates of 3.90% and 3.32% respectively [1] Stocks Approaching Annual Line - Yanzhou Coal (600188) and Runben Co. (603193) have just crossed the annual line with minimal deviation rates of 0.04% and 0.07% respectively [2] - Other stocks with low deviation rates include Guoan Co. (000839) and Jindun Co. (300411), showing slight increases [2]

Group 1 - The storage chip sector in the A-share market experienced significant gains, with several companies reaching their daily limit up [1] - Notable performers included Jingzhida with a 20% increase, Shannong Xinchuan up over 17%, and Jiangbolong rising over 15% [1][2] - Other companies such as Tongyou Technology, Pulang Co., Beijing Junzheng, and Baiwei Storage also saw substantial increases, ranging from 10% to 13% [1][2] Group 2 - The total market capitalization of Jingzhida is 12.6 billion, with a year-to-date increase of 84.54% [2] - Shannong Xinchuan has a market cap of 35.1 billion and a year-to-date increase of 166.48% [2] - Jiangbolong's market cap stands at 47.1 billion, with a year-to-date increase of 30.62% [2]

高乐股份易炳民辞去公司财务总监兼副总经理职务 盈新发展赵斌辞去公司副总裁及财务总监职务 晨丰科技:聘任董建钊为公司财务总监 延伸阅读： 每经AI快讯，同有科技9月11日晚间发布公告称，杨晓冉女士所负责的工作已实现平稳交接过渡，杨晓 冉女士因个人身体健康原因申请辞去公司财务总监职务，辞职后将不再担任公司任何职务。由公司董事 长兼总经理周泽湘先生提名，经第五届董事会提名委员会、审计委员会审核通过，审议通过了《关于聘 任财务总监的议案》，同意聘任鲁怡女士为公司财务总监。 ...

Core Viewpoint - The global DRAM market is expanding, driven by the rise of generative AI, leading to optimistic AI order expectations and benefiting the storage industry chain [1][3]. Group 1: Market Trends - The NAND price is expected to rise in Q3, with SanDisk announcing a price increase of over 10% for all channels, indicating the start of a new pricing cycle [1][2]. - The global DRAM market size increased by approximately 17% in Q2 2025, reaching $30.9 billion, primarily due to the demand from generative AI [3]. Group 2: Supply and Demand Dynamics - The supply-demand gap is expected to widen, with strong storage demand driven by AI applications and data centers, while supply is constrained due to production shifts and financial difficulties of some suppliers [2]. - The transition of NAND manufacturers to next-generation nodes is causing a shortage of low-density chips, further tightening supply [2]. Group 3: Domestic Industry Growth - Domestic advanced storage capacity is expanding, with companies like Zhaoyi Innovation and Changxin Storage maintaining close partnerships to benefit from the transition to DDR5/LPDDR5 [3]. - Changxin Storage is projected to capture about 30% of the domestic NAND market this year, with expectations to reach 15% of global NAND flash capacity by the end of 2026 [4].

Group 1 - The company announced the convening of its 13th meeting of the 5th Board of Directors on September 11, 2025 [2] - The meeting approved the proposal to appoint a new Chief Financial Officer [2] - Ms. Lu Yi has been appointed as the Chief Financial Officer of the company [2]

Core Viewpoint - The company, Tongyou Technology, announced the election of Mr. Zhang Yuchun as the employee representative director of the fifth board of directors during the first employee representative meeting scheduled for September 11, 2025 [1] Group 1 - The first employee representative meeting will be held on September 11, 2025 [1] - Mr. Zhang Yuchun has been elected as the employee representative director [1]

关于选举产生第五届董事会职工代表董事的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 北京同有飞骥科技股份有限公司（以下简称"公司"）根据《中华人民共和 国公司法》（以下简称"《公司法》"）、《上市公司章程指引》、《深圳证券交易所创 业板股票上市规则》、《深圳证券交易所上市公司自律监管指引第 2 号—创业板上 市公司规范运作》等法律法规及规范性文件的有关规定，于第五届董事会第十二 次会议、2025 年第一次临时股东会审议通过了《关于修订<公司章程>的议案》。 根据新修订的《公司章程》，公司将设职工代表董事 1 名，由公司职工代表大会 选举产生。 证券代码：300302 证券简称：同有科技 公告编号：2025-039 北京同有飞骥科技股份有限公司 公司于 2025 年 9 月 11 日召开 2025 年第一次职工代表大会，经全体与会职 工代表审议，同意选举张玉春先生（简历详见附件）担任公司第五届董事会职工 代表董事，将与公司 2023 年第一次临时股东大会选举产生的董事共同组成公司 第五届董事会，任期自本次职工代表大会审议通过之日起至第五届董事会届满为 止 ...

证券代码：300302 证券简称：同有科技 公告编号：2025-035 截止本公告披露日，杨晓冉女士未直接或间接持有本公司股份，亦不存在应 当履行而未履行的承诺事项。杨晓冉女士在任职公司财务总监期间勤勉尽责，公 司及董事会对其为公司发展所做出的贡献表示衷心感谢！ 2、公司第五届董事会第十三次会议决议； 二、公司财务总监聘任情况 由公司董事长兼总经理周泽湘先生提名，经第五届董事会提名委员会、审计 委员会审核通过，公司于 2025 年 9 月 11 日召开第五届董事会第十三次会议，审 议通过了《关于聘任财务总监的议案》，同意聘任鲁怡女士（简历见附件）为公 司财务总监，任期自本次董事会审议通过之日起至第五届董事会任期届满之日止。 鲁怡女士具备任职相应的专业能力与从业经验，其任职资格符合《中华人民共和 国公司法》、《深圳证券交易所创业板股票上市规则》、《深圳证券交易所上市公司 自律监管指引第 2 号—创业板上市公司规范运作》及《公司章程》等有关规定。 三、备查文件 1、杨晓冉书面辞职报告； 北京同有飞骥科技股份有限公司 关于变更财务总监的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、 ...

北京同有飞骥科技股份有限公司 关于增加 2025 年度为全资子公司提供担保额度预计的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 北京同有飞骥科技股份有限公司（以下简称"公司"）于 2025 年 9 月 11 日 召开了第五届董事会第十三次会议，审议通过了《关于增加 2025 年度为全资子 公司提供担保额度预计的议案》。本事项尚需提交公司股东会审议，现将相关情 况公告如下： 一、已审批的担保额度情况 公司于 2025 年 4 月 25 日召开第五届董事会第十次会议和第五届监事会第八 次会议，于 2025 年 5 月 20 日召开 2024 年年度股东大会，审议通过了《关于 2025 年度为全资子公司提供担保额度预计的议案》。为满足全资子公司业务发展和经 营需要，公司全资子公司鸿秦（北京）科技有限公司（以下简称"鸿秦科技"）、 湖南同有飞骥科技有限公司（以下简称"湖南同有"）拟在未来 12 个月内分别向 银行申请不超过 10,000.00 万元的综合授信额度，授信种类包括但不限于流动资 金贷款、保函、信用证、银行承兑汇票等。由公司为上述银行授信提供担保， ...