9月5日，香农芯创涨5.12%，截至发稿，报41.87元/股，成交5.13亿元，换手率2.84%，总市值194.18亿 元。 吴海峰累计任职时间156天，现任基金资产总规模1.05亿元，任职期间最佳基金回报3.69%， 任职期间 最差基金回报3.44%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，金鹰基金旗下1只基金重仓香农芯创。金鹰年年邮益一年持有混合A（011351）二季度持有 股数4.5万股，占基金净值比例为1.53%，位居第七大重仓股。根据测算，今日浮盈赚取约9.18万元。 金鹰年年邮益一年持有混合A（011351）成立日期2021年3月9日，最新规模9921.56万。今年以来收益 5.47%，同类排名6199/8178；近一年收益15.88%，同类排名5930/7978；成立以来收益2.39%。 金鹰年年邮益一年持有混合A（011351）基金经理为林龙军、吴海峰。 截至发稿，林龙军累计任职时间7年114天，现任基金资产总规模4 ...

证券日报网讯 9月9日晚间，香农芯创发布公告称，公司股票连续三个交易日内（2025年9月5日、2025 年9月8日、2025年9月9日）收盘价格涨幅偏离值累计超过30%，属于股票交易异常波动的情况。经核 实，公司前期披露的信息不存在需要更正、补充之处；公司近期经营情况及内外部经营环境未发生重大 变化；公司、控股股东及实际控制人不存在关于公司的应披露而未披露的重大事项。公司不存在违反信 息公平披露的情形。 （文章来源：证券日报） ...

Core Points - The company, Shannon Chip, announced a significant stock price increase, with a cumulative rise of over 30% across three trading days (September 5, 2025, September 8, 2025, and September 9, 2025) [1] - After verification, the company confirmed that there are no corrections or supplements needed for previously disclosed information [1] - The company has not identified any recent media reports that could have significantly impacted its stock trading price with undisclosed major information [1] - There have been no significant changes in the company's operational situation or external business environment [1] - The company, its controlling shareholders, and actual controllers have not engaged in any undisclosed major matters or are in the planning stages of such matters [1] - During the period of abnormal stock fluctuations, the company's controlling shareholders and actual controllers did not buy or sell the company's stock [1] - The company has not violated any regulations regarding fair information disclosure [1]

证券代码：300475 证券简称：香农芯创 公告编号：2025-067 特别提示： 1、截至本公告日，以本次本金最高担保额人民币 2000 万元计算，公司累计 担保（含反担保）合同金额为人民币 77.30 亿元（美元合同汇率按照 2025 年 9 月 9 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 7.1008 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 263.16%。 其中，公司累计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 7.34 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 （一）担保审议情况概述 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。 香农芯创科技股份有限公司（以下简称"公司"）分别于 2025 年 4 月 3 日、 4 月 29 日召 ...

证券代码：300475 证券简称：香农芯创 公告编号：2025-068 香农芯创科技股份有限公司 股票交易异常波动公告 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。 2、公司未发现近期公共传媒报道了可能或者已经对公司股票交易价格产生较大影 响的未公开的重大信息； 3、近期公司经营情况及内外部经营环境未发生重大变化； 4、公司、控股股东及实际控制人不存在关于公司的应披露而未披露的重大事项， 或处于筹划阶段的重大事项； 5、公司控股股东、实际控制人在股票异常波动期间不存在买卖公司股票的情形； 6、公司不存在违反公平信息披露规定的其他情形。 一、股票交易异常波动的情况介绍 香农芯创科技股份有限公司（以下简称"公司"或"本公司"，证券简称：香农芯 创，证券代码：300475）股票连续三个交易日内（2025 年 9 月 5 日、2025 年 9 月 8 日、 2025 年 9 月 9 日）收盘价格涨幅偏离值累计超过 30%，根据《深圳证券交易所交易规则》 的有关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况的说明 针对公司股票交易异常波动，公司董事会通过电 ...

Group 1 - The stock of Shannon Semiconductor increased by 17.31% with a turnover rate of 12.76% and a trading volume of 2.683 billion yuan, showing a fluctuation of 18.12% [2] - Institutional investors net bought 62.3648 million yuan, while the Shenzhen Stock Connect saw a net purchase of 22.7505 million yuan, leading to a total net buying of 233 million yuan from various trading desks [2] - The top five trading desks accounted for a total transaction volume of 1.131 billion yuan, with a net buying amount of 318 million yuan [2] Group 2 - As of September 5, the margin trading balance for the stock was 899.7 million yuan, with a financing balance of 892 million yuan and a securities lending balance of 5.2233 million yuan [3] - Over the past five days, the financing balance decreased by 66.2099 million yuan, a decline of 6.91%, while the securities lending balance increased by 0.5078 million yuan, an increase of 10.77% [3] - One institution rated the stock as a buy, with the highest target price set at 53.36 yuan by Guotou Securities on September 8 [3]

Investment Rating - The report assigns a "Buy-A" investment rating for the company, with a target price of 53.36 CNY based on a 38x PE for 2025 [4][7][16]. Core Insights - The company achieved a record high revenue of 171.23 billion CNY in H1 2025, representing a year-on-year increase of 119.35%. The net profit attributable to shareholders was 1.58 billion CNY, up 0.95% year-on-year [1][2]. - The growth in revenue is driven by strong demand for electronic components, particularly in the AI sector and the recovery of electronic products, alongside rising storage prices due to supply adjustments [2][3]. - The company has successfully launched its own brand "Haipu Storage," entering mass production of enterprise-level DDR4, DDR5, and Gen4 eSSD products, which are expected to meet the growing domestic demand for storage solutions [3][4]. Summary by Sections Financial Performance - In Q2 2025, the company reported a revenue of 92.17 billion CNY, a year-on-year increase of 67.48% and a quarter-on-quarter increase of 16.59%. The net profit for the quarter was 1.41 billion CNY, showing a year-on-year decrease of 0.80% but a significant quarter-on-quarter increase of 743.49% [1][2]. Revenue Projections - The company is projected to achieve revenues of 353.07 billion CNY, 400.24 billion CNY, and 447.79 billion CNY for the years 2025, 2026, and 2027, respectively, with corresponding net profits of 6.51 billion CNY, 9.05 billion CNY, and 10.78 billion CNY [4][16]. Market Position and Strategy - As a leading domestic distributor of storage products, the company has established a dual business model of "distribution + products." This positions it well to capitalize on the upward cycle in storage demand and the trend of domestic substitution in enterprise-level storage [4][16]. - The company plans to continue increasing R&D investments to enhance its proprietary brand's product capabilities, aiming for rapid growth in the enterprise storage sector [3][4].

证券之星消息，9月8日其他电子板块较上一交易日上涨1.49%，香农芯创领涨。当日上证指数报收于 3826.84，上涨0.38%。深证成指报收于12666.84，上涨0.61%。其他电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300475 | 香农芯创 | 50.43 | 17.31% | 56.67万 | | 26.83亿 | | 301328 | 维峰电子 | 49.01 | 6.11% | 3.51万 | | 1.68亿 | | 300516 | 久之洋 | 37.50 | 3.36% | 3.37万 | | 1.26亿 | | 301099 | 雅创电子 | 37.75 | 2.78% | 4.69万 | | 1.74亿 | | 600353 | 旭光电子 | 18.11 | 2.32% | 60.59万 | | 10.85 Z | | 301359 | 东南电子 | 21.27 | 2.26% | 2.44万 | | 5143.36万 | | ...

格隆汇9月8日｜香农芯创(300475.SZ)今日大涨17.31%，股价创历史新高，换手率12.76%，成交额26.83亿元。龙虎榜数据显示，深股通买入2亿元，卖出1.78 亿元，净买入2275万元；四家机构买入2.23亿元，卖出1.61亿元，净买入6236万元；游资"温州帮"位列买二席位，净买入1.71亿元。上榜席位全天买入7.25亿 元，卖出4.07亿元，合计净买入3.18亿元。(格隆汇) | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | | | 深股通专用 | 686次 46.94% | 2 | 20027.34 | 7.46% | | 2 | 招商证券股份有限公司深圳深南大道车公庙证券营业部 | 9次 55.56% | | 17406.93 | 6.49% | | 3 | 光大证券股份有限公司东莞大朗长富西路证券营业部 | 1次 100.00% | | 7676.33 | 2.86% | | 4 | 机构专用 | 1676次 42.36% | | 6722.11 | 2.51% | | 5 | 机 ...

香农芯创(300475.SZ)今日大涨17.31%，股价创历史新高，换手率12.76%，成交额26.83亿元。龙虎榜数 据显示，深股通买入2亿元，卖出1.78亿元，净买入2275万元；四家机构买入2.23亿元，卖出1.61亿元， 净买入6236万元；游资"温州帮"位列买二席位，净买入1.71亿元。上榜席位全天买入7.25亿元，卖出 4.07亿元，合计净买入3.18亿元。 ...