Shareholder Reductions - RS Technologies and Cangyuan Investment plan to reduce their holdings by no more than 3% in Youyan Silicon [1] - Yuexiu Capital intends to sell no more than 1% of the total share capital of CITIC Securities [1] - Multiple shareholders of Ruimaite plan to collectively reduce their holdings by no more than 4.98% [1] - The controlling shareholder of Brother Technology plans to reduce its holdings by no more than 2% [1] - Jinggangshan Chengxing intends to reduce its holdings in Guanggang Gas by no more than 0.9997% [1] - The controlling shareholder of Lianchuang Optoelectronics, Electronic Group, plans to reduce its holdings by no more than 2% [1] - Shenzhen Jun Tian, a shareholder of Chengdu Xian Dao, plans to reduce its holdings by no more than 2.51% [1] - Shareholder Fan Jun of Xidi Micro plans to reduce no more than 251,230 shares [1] - Shareholder Cheng Gao Century of Decai Co., Ltd. plans to reduce 4.1973 million shares [1] - Hangzhou Xintou and its concerted action party Hangzhou Haoyue have cumulatively reduced 1.29% of shares in Meinian Health [1] - Guotou Chuangye Fund has cumulatively reduced 1.06% of shares in Fuchuang Precision [1] - New Momentum Fund has cumulatively reduced 0.9926% of shares in Shannon Chip Creation [1] - Deputy General Manager Li Zuqing of Guangli Technology plans to reduce no more than 701,600 shares [1] Other Notable Events - Yuan Zhishuang of Dingxin Communications is under investigation by the Securities Regulatory Commission for suspected short-term trading of company shares [1] - Shimao Energy has terminated its plans for a change in control [1]

格隆汇1月16日丨香农芯创(300475.SZ)公布，公司收到新动能基金出具的《关于股份减持计划提前终止 暨减持结果的告知函》，新动能基金自2025年11月11日至2025年12月3日期间，以集中竞价方式减持公 司股份4,614,500股（占公司当前总股本的0.9926%），经新动能基金综合考虑，其决定提前终止减持计 划，剩余未减持股份在本次减持计划期限内将不再减持。 ...

Group 1 - The company announced a plan for certain directors and executives to reduce their shareholdings, with a total of up to 270,000 shares (0.0581% of total shares) to be sold between December 17, 2025, and January 16, 2026 [1] - As of January 16, 2026, the reduction plan has been completed, with the total shares sold being approximately 199,500 by the General Manager and 29,200 by the Vice General Manager, while the Board Secretary did not sell any shares [1]

关于股东股份减持计划提前终止暨减持结果的公告 证券代码：300475 证券简称：香农芯创 公告编号：2026-004 香农芯创科技股份有限公司 公司股东无锡高新区新动能产业发展基金(有限合伙)保证向本公司提供的 信息披露内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 2025 年 10 月 20 日，香农芯创科技股份有限公司（以下简称"公司"） 在 《证券时报》、《证券日报》、《中国证券报》、《上海证券报》和巨潮资讯网 (www.cninfo.com.cn)披露了《关于持股 5%以上股东减持计划的预披露公告》（公 告编号：2025-074），持有公司股份 23,793,420 股的股东——无锡高新区新动 能产业发展基金(有限合伙)(以下简称"新动能基金")计划于公告披露之日起 15 个交易日之后的 3 个月内(即 2025 年 11 月 11 日-2026 年 2 月 10 日)通过集中 竞价方式减持公司股份不超过 4,637,737 股(占公司当前总股本的 0.9976%，占 减持预披露时公司总股本的 1%)。 近日，公司收到新 ...

证券代码：300475 证券简称：香农芯创 公告编号：2026-003 香农芯创科技股份有限公司 关于公司部分董事及高管股份减持计划时间届满 暨减持结果的公告 公司董事、总经理李小红先生,董事、副总经理、财务总监苏泽晶先生,董 事会秘书曾柏林先生保证向本公司提供的信息披露内容真实、准确和完整，没 有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 2025 年 11 月 25 日，香农芯创科技股份有限公司（以下简称"公司"） 在 《证券时报》、《证券日报》、《中国证券报》、《上海证券报》和巨潮资讯网 (www.cninfo.com.cn)披露了《关于公司部分董事及高管减持股份预披露的公告》 （公告编号：2025-093），公司董事、总经理李小红先生，董事、副总经理、财 务总监苏泽晶先生及董事会秘书曾柏林先生计划于公告披露之日起 15 个交易日 之后的 1 个月内（即 2025 年 12 月 17 日-2026 年 1 月 16 日）通过集中竞价方式 减持公司股份合计不超过 270,000 股(占目前公司总股本的 0.0581%)。近日，公 司分别收到李小红先 ...

Group 1 - The storage chip sector continues to strengthen in the afternoon, with significant gains observed in various companies [1] - Baiwei Storage reached a limit-up increase of 20%, while Jiangbolong surged over 15%, hitting a historical high [1] - Other companies such as Demingli, Zhaoyi Innovation, Shenkong Co., Hengshuo Co., Beijing Junzheng, Xiangnong Xinchuan, Purang Co., Kaipu Cloud, and Shikong Technology also experienced upward movement [1]

Group 1 - Bawen Storage has risen over 8%, continuing to reach new highs [1][2] - Other companies such as Jiangbolong, Demingli, Kaipuyun, Shannon Chip Creation, Beijing Junzheng, Guokewei, and Shikong Technology have also seen increases [1][2]

Core Viewpoint - The demand for high bandwidth memory (HBM) driven by artificial intelligence and high-performance computing continues to rise, leading to active performance in the HBM sector on the secondary market. Company Summaries - **Unisoc (紫光国微)**: Latest stock price is 86.69 CNY with a daily increase of +10.00%. The company's HBM products are in the sample system integration verification stage [1] - **Chipone (芯源微)**: Latest stock price is 209.09 CNY with a daily increase of +10.63%. The company has received high recognition from downstream customers in the HBM and 2.5D/3D packaging fields, with multiple products in mass production [2] - **Zhongke Feimeng (中科飞测)**: Latest stock price is 196.98 CNY with a daily increase of +9.20%. The company's graphic wafer defect detection equipment and 3D morphology measurement equipment have passed verification from multiple domestic HBM customers, achieving mass shipments [3] - **Yake Technology (雅克科技)**: Latest stock price is 92.68 CNY with a daily increase of +6.63%. The company's subsidiary UP Chemical is a core supplier of precursors for SK Hynix, supplying materials needed for HBM [4] - **JCET (长电科技)**: Latest stock price is 43.99 CNY with a daily increase of +4.79%. The company has launched the XDFOI high-performance packaging technology platform, which supports advanced packaging requirements for HBM [5] - **Shannon Microelectronics (香农芯创)**: Latest stock price is 170.53 CNY with a daily increase of +4.29%. The company is one of the distributors for SK Hynix and holds agency qualifications for HBM products, positioned in the core supply chain of the industry [6] - **Semei Shanghai (盛美上海)**: Latest stock price is 204.77 CNY with a daily increase of +5.23%. The company’s wet processing equipment and copper plating equipment can be used in HBM manufacturing processes, and related packaging equipment can be used for its 2.5D packaging technology [7] - **Lianrui New Materials (联瑞新材)**: Latest stock price is 64.65 CNY with a daily increase of +6.74%. The company supplies packaging materials for HBM, including ball silicon and Lowα ball aluminum used in GMC (granular epoxy molding compound) [8] - **Feikai Materials (飞凯材料)**: Latest stock price is 26.19 CNY with a daily increase of +6.94%. The company produces and sells epoxy molding compounds (EMC), which are key materials required for HBM storage chip manufacturing [9]

证券代码：300475 证券简称：香农芯创 公告编号：2026-002 香农芯创科技股份有限公司 关于为全资子公司提供担保及接受关联方提供担保 暨关联交易的进展公告 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。 特别提示： 1、截至本公告日，以本次本金最高担保额合计人民币 1.7 亿元计算，公司 累计担保（含反担保）合同金额为人民币 84.76 亿元（美元合同汇率按照 2026 年 1 月 14 日中国外汇交易中心受权公布人民币汇率中间价 1 美元对 7.0120 元人 民币计算，不含子公司提供的担保。对同一债务提供的复合担保只计算一次。下 同），占公司 2024 年度经审计净资产的比例为 288.57%。 其中，公司累计为全资子公司联合创泰科技有限公司（以下简称"联合创泰"） 提供担保合同金额为 72.87 亿元，为全资子公司深圳市新联芯存储科技有限公司 （以下简称"新联芯"）提供担保合同金额为人民币 7.94 亿元。 2、公司及子公司无对合并报表范围外的对外担保事项，也不存在逾期担保。 敬请广大投资者注意防范风险。 一、审议情况概述 香农芯创科技股份有限 ...

Core Viewpoint - The report from Everbright Securities highlights that Shannon Semiconductor has developed a dual-wing growth model in the high-end storage sector, combining distribution and product offerings [1] Group 1: Company Overview - Shannon Semiconductor has been engaged in the high-end storage field for many years and has established capabilities in providing electronic components such as data storage devices, control chips, and modules [1] - The company's main source of revenue currently comes from the distribution of electronic components, which are widely used in cloud computing storage (data center servers) and mobile phones [1] Group 2: Financial Performance - As of the third quarter of 2025, the company's inventory stands at 1.813 billion yuan, which is expected to benefit from price increases in storage products [1] - The forecast for the company's net profit attributable to shareholders for 2025 is maintained at 605 million yuan, while the 2026 forecast has been raised by 48% to 1.043 billion yuan due to increased capital expenditures from internet clients and the storage chip price cycle [1] - A new net profit forecast for 2027 has been introduced at 1.251 billion yuan [1] Group 3: Investment Rating - The report maintains a "Buy" rating for Shannon Semiconductor [1]