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。 ...

香农芯创涨15.68%，报49.73元/股，股价再创新高，总市值突破230.63亿元，成交额达21.25亿元。（第 一财经AI快讯） ...

Group 1: Market Overview - Since 2025, the global storage market has shown a clear trend of low-to-high performance, with weak demand in early Q1 due to inventory destocking in major downstream terminals like smartphones and PCs, leading to a decline in NAND Flash and DRAM prices [1] - In March, terminal demand began to recover, and with downstream inventory returning to healthy levels, combined with major storage manufacturers implementing production cuts and inventory control strategies, the supply-demand balance improved significantly, resulting in a rebound in storage prices [1] - In the first half of 2025, the NAND Flash market composite price index increased by 9.2%, while the DRAM market composite price index surged by 47.7% [1] Group 2: Company Performance - In terms of revenue for the first half of the year, Jiangbolong achieved 1,019,565.537 thousand yuan, leading the market, followed by Demingli with 410,903.6587 thousand yuan, and Baiwei Storage with 391,233.6914 thousand yuan [4] - From a gross margin perspective, Tongyou Technology had a sales gross margin of 51.6%, while Jiangbolong's was 13%, Baiwei Storage and Wanrun Technology both at 9.1%, and Demingli at 5% [6] - In terms of net profit, Wanrun Technology reported a net profit of 1,553.53 thousand yuan, while Jiangbolong had a net profit of 1,476.6 thousand yuan; however, Demingli and Baiwei Storage reported significant net losses of -11,794.56 thousand yuan and -22,579.55 thousand yuan, respectively [7] Group 3: Inventory and R&D Investment - Jiangbolong led in inventory with 807,615.8102 thousand yuan, followed by Demingli with 464,262.8646 thousand yuan, indicating a strategic approach to stockpiling during low market conditions [9] - Jiangbolong also led in R&D investment with 44,573.88 thousand yuan, followed by Baiwei Storage with 27,292.89 thousand yuan, highlighting the importance of R&D in the storage module industry, especially with the growth in AI technology and data center storage demand [11][12]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000062 | 深圳华强 | 29.13 | 2.17% | 33.81万 | | 9.60亿 | | 300184 | 力源信息 | 11.34 | 1.52% | 85.16万 | | 9.41亿 | | 300736 | 百邦科技 | 12.35 | 1.48% | 8.50万 | | 1.06亿 | | 002729 | 好利科技 | 14.33 | 0.42% | 6.45万 | | 9354.37万 | | 301359 | 东南电子 | 20.48 | 0.39% | 2.95万 | | 6104.90万 | | 002388 | ST新亚 | 4.96 | 0.20% | 20.57万 | | 1.03亿 | | 002161 | 远望谷 | 7.86 | -0.38% | 27.17万 | | 2.13亿 | | 002130 | 沃尔核材 | 23.28 | -0.56% | 86.15万 | | 20.46亿 ...