资金面上看，今日存储芯片概念板块获主力资金净流出27.15亿元，其中，103股获主力资金净流出，10 股主力资金净流出超亿元，净流出资金居首的是香农芯创，今日主力资金净流出4.50亿元，净流出资金 居前的还有江波龙、南大光电、德明利等，主力资金分别净流出4.35亿元、3.37亿元、2.45亿元。今日 主力资金净流入居前的概念股有澜起科技、深南电路、中芯国际等，主力资金分别净流入2.21亿元、 1.47亿元、1.25亿元。（数据宝） 存储芯片概念资金流出榜 截至12月19日收盘，存储芯片概念下跌0.64%，位居概念板块跌幅榜前列，板块内，神工股份、德明 利、德福科技等跌幅居前，股价上涨的有69只，涨幅居前的有航天智装、杭氧股份、精智达等，分别上 涨6.23%、5.41%、5.27%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 海南自贸区 | 5.33 | 光刻机 | -0.73 | | 乳业 | 3.73 | 存储芯片 | -0.64 | | 免税店 | 3.35 | 国家大基金持股 | -0.56 | ...

资料显示，香农芯创科技股份有限公司位于深圳市南山区海德三道166号航天科技广场B座22楼，成立 日期1998年9月16日，上市日期2015年6月10日，公司主营业务涉及电子元器件分销。主营业务收入构成 为：电子元器件分销业务97.03%，电子元器件制造业务1.93%，减速器业务0.93%，其他(补充)0.11%。 12月19日，香农芯创跌5.34%，截至发稿，报133.02元/股，成交26.11亿元，换手率4.28%，总市值 618.39亿元。 从基金十大重仓股角度 数据显示，中信保诚基金旗下1只基金重仓香农芯创。中信保诚至利混合A（003234）三季度持有股数 8000股，占基金净值比例为3.44%，位居第九大重仓股。根据测算，今日浮亏损失约6.01万元。 中信保诚至利混合A（003234）成立日期2016年9月2日，最新规模1047.49万。今年以来亏损7.09%，同 类排名8035/8098；近一年亏损6.87%，同类排名7985/8067；成立以来收益11.56%。 中信保诚至利混合A（003234）基金经理为王优草。 截至发稿，王优草累计任职时间313天，现任基金资产总规模2120.9万元，任职期间 ...

Summary of Key Points Core Viewpoint - As of December 18, the margin financing and securities lending balance in the Shanghai and Shenzhen markets decreased to 24,916.5 billion yuan, reflecting a reduction of 34.69 billion yuan from the previous trading day [1]. Group 1: Market Overview - The financing balance stands at 24,748.41 billion yuan, down by 33.13 billion yuan compared to the previous trading day [1]. - The Shanghai market's margin balance is 12,666.44 billion yuan, decreasing by 43.7 billion yuan, while the Shenzhen market's balance is 12,250.06 billion yuan, increasing by 9.01 billion yuan [1]. Group 2: Stock Performance - A total of 1,604 stocks experienced net buying of margin funds, with 60 stocks having net buying amounts exceeding 10% of their total trading volume [3]. - The top three stocks by net buying ratio are: - Hotway Co., Ltd. (24.35%) - Xinhongye (23.16%) - Saitex New Materials (23.13%) [4][5]. Group 3: Significant Net Buying Stocks - There are 29 stocks with net buying amounts exceeding 100 million yuan, with the top three being: - Xinyi Sheng (609 million yuan) - China Ping An (516 million yuan) - China Satellite (278 million yuan) [7].

（文章来源：证券日报） 证券日报网讯 12月18日晚间，香农芯创发布公告称，近日，公司接到公司股东—深圳新联普投资合伙 企业（有限合伙）通知，获悉其将所持有的1，270，000股公司股份办理了质押业务。 ...

"这是我从事存储行业以来见过的最猛一次涨价。" 一名资深的存储产业高管感慨道。 10月以来，受AI需求推动，三星、海力士、美光、闪存等巨头不断上调产品价格，存储行业开 启了"超级周期"。期间，三星电子等一度暂停DDR5 DRAM合约报价，引发供应链"断粮"危 机。 瑞银预计，今年第四季度，DDR（双倍数据率内存）合约定价预计季增35%、NAND（闪存） 价格上涨20%， 这一轮涨价幅度远超此前预期 。不仅如此，2026年第一季的DDR合约价，更 将进一步上涨 30% ，NAND价格上涨 20% 。 相关影响很快传导至A股市场。Wind数据显示，今年下半年以来，香农芯创、东芯股份、江波 龙、佰维存储股价分别上涨了294.51%、291.19%、195.51%、67.17%。时间拉长来看，截至 12月18日， 香农芯创年内涨幅已超394%，东芯股份年内涨近382%。 | 序号 名称 | | 现价 | 涨跌幅 | 换手率 | 市智率 | 年初至今 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 东芯股份 | 119.94 с | 7.00% | 5.54% ...

证券代码：300475 证券简称：香农芯创 公告编号：2025-103 香农芯创科技股份有限公司 关于股东股份质押的公告 信息披露义务人—深圳新联普投资合伙企业（有限合伙）保证向本公司提 供的信息内容真实、准确、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。 | | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | 情况 | | 情况 | | | 股东 | | 持股比 | 本次质押前 | 本次质押后 | 占其所 | 占公司总 | 已质押 | | 未质押 | 占未 | | | 持股数量 | | 质押股份数 | 质押股份数 | 持股份 | | 股份限 | 占已质 | | | | 名称 | | 例 | 量 | 量 | 比例 | 股本比例 | 售和冻 | 押股份 | 股份限 | 质押 | | | | | | | | | | | 售和冻 | 股份 | | | | | | | | ...

Core Viewpoint - The pension concept index increased by 1.2% on December 17, with a net inflow of main funds amounting to 1.089 billion yuan, indicating positive investor sentiment in this sector [1] Group 1: Market Performance - A total of 85 stocks within the pension concept rose, while 13 stocks declined [1] - The leading stocks by net inflow were Hengtong Optic-Electric (5.06 billion yuan), Xiangnong Chip (3.28 billion yuan), Zhongtung High-Tech (2.81 billion yuan), Yongxing Materials (1.73 billion yuan), and Zhangyuan Tungsten Industry (98.088 million yuan) [1] Group 2: Individual Stock Performance - Hengtong Optic-Electric had a latest price of 21.67 yuan, with an increase of 8.84% and a net inflow of 5.06 billion yuan, representing 13.58% of the main fund [1] - Xiangnong Chip's latest price was 137.56 yuan, with a rise of 6.72% and a net inflow of 3.28 billion yuan, accounting for 7.42% of the main fund [1] - Zhongtung High-Tech's latest price was 28.51 yuan, with a gain of 19.44% and a net inflow of 2.81 billion yuan, making up 6.06% of the main fund [1] - Yongxing Materials had a latest price of 48.17 yuan, with an increase of 3.51% and a net inflow of 1.73 billion yuan, which is 14.31% of the main fund [1] - Zhangyuan Tungsten Industry's latest price was 14.27 yuan, with a rise of 4.08% and a net inflow of 98.088 million yuan, representing 6.41% of the main fund [1]

Group 1: Market Overview - The global storage chip market is experiencing significant structural changes due to a shortage and price surge, leading major PC manufacturers to raise product prices, with Dell increasing prices across its commercial computer range [1] - The driving force behind this price increase is the shift in AI development from training to application, resulting in a surge in demand for storage chips as they become strategic components in AI infrastructure [1] - Omdia forecasts that semiconductor industry revenue will reach a record high of $216.3 billion by Q3 2025, with a quarter-over-quarter growth of 14.5%, driven by storage chips and AI accelerators [1] Group 2: Industry Insights - Northeast Securities reports that the storage industry has passed its cyclical bottom, benefiting from the real demand explosion driven by AI infrastructure, leading to continuous chip price increases [2] - The demand for materials is expected to rise due to the expansion of domestic storage chip manufacturers [2] - The report from Zhongyou Securities highlights the increasing demand for plating solutions and photoresists in the storage chip sector, driven by advancements in HBM and 3D NAND technologies [2] Group 3: Key Companies in Storage Chip Sector - Zhaoyi Innovation (兆易创新) is a leading storage chip designer with a market share of 18.5% in global NOR Flash and has begun mass production of DDR4 DRAM in collaboration with Hefei Changxin [2] - Lanke Technology (澜起科技) holds over 40% market share in DDR5 memory interface chips and benefits from the increasing penetration of AI servers [2] - Baiwei Storage (佰维存储) specializes in embedded storage and PCIe SSDs, with products suitable for AI PCs and cloud service providers [3] Group 4: Storage Modules and Controllers - Jiangbolong (江波龙) is a leading domestic storage module company with over 100 million self-developed controller chips deployed [4] - Shannon Chip (香农芯创) is a core agent for SK Hynix, entering the Alibaba Cloud supply chain with its enterprise SSDs [4] - Demingli (德明利) focuses on self-developed storage controller chips and has accelerated the domestic replacement of its products [4] Group 5: Packaging and Manufacturing - Changdian Technology (长电科技) is the third-largest packaging and testing company globally, with a 25% market share in storage packaging [6] - SMIC (中芯国际) is a key player in domestic storage chip manufacturing, providing foundry services for NOR Flash and embedded storage chips [6] - Huahong (华虹公司) specializes in unique process storage chip foundry services, supporting production for IoT and automotive electronics [6] Group 6: Upstream Equipment and Materials - Northern Huachuang (北方华创) supplies core equipment for storage chip manufacturing, with growing orders for etching and deposition equipment [7] - Tuojing Technology (拓荆科技) leads in PECVD equipment, facilitating the expansion of storage capacity for major manufacturers [7] - Yake Technology (雅克科技) is a leading supplier of storage chip materials, breaking overseas monopolies and entering the supply chains of major global storage manufacturers [7] Group 7: Supporting Chips and Ecosystem - Jucheng Co. (聚辰股份) holds over 30% market share in DDR5 SPD chips, supporting platforms like NVIDIA H100 [8] - Guoxin Technology (国芯科技) is a leader in RAID storage chips, enhancing data security and performance for enterprise storage systems [8]

证券之星消息，12月17日其他电子板块较上一交易日上涨2.56%，香农芯创领涨。当日上证指数报收于 3870.28，上涨1.19%。深证成指报收于13224.51，上涨2.4%。其他电子板块个股涨跌见下表： 从资金流向上来看，当日其他电子板块主力资金净流入6304.44万元，游资资金净流出6656.86万元，散户 资金净流入352.42万元。其他电子板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300475 | 香农芯创 | | 3.28 Z | 7.42% | -7149.53万 | -1.62% | -2.56 Z | -5.80% | | 688662 | 富信科技 | | 7660.26万 | 15.22% | 1061.78万 | 2.11% | -8722.04万 | -17.33% | | 688800 | 瑞可达 | | 6272.64万 | 8.16% ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交金额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2025-12-17 | 300475 | 香农芯创 | 134.80 | 4.00 | 539.20 中信证券股份有限 | 中国银河证券股份 | | | | | | | 公司北京总部证券 | 有限公司北京学院 | | | | | | | 营业部 | 南路证券营业部 | 12月17日，香农芯创大宗交易成交4万股，成交额539.2万元，占当日总成交额的0.12%，成交价134.8元，较市场收盘价 137.56元折价2.01%。 ...