证券代码：300475 证券简称：香农芯创 公告编号：2025-081 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 2600 万美元计算，公司累计担保 （含反担保）合同金额为人民币 81.22 亿元（美元合同汇率按照 2025 年 10 月 24 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 7.0928 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 276.49%。 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 69.65 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 （二）关联方提供担保暨关联交易审议情况概述 2025 年 4 月 3 日，公司召开第五届董事会第十次会议、 ...

证券代码：300475 证券简称：香农芯创 公告编号：2025-082 香农芯创科技股份有限公司 股票交易严重异常波动公告 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。 特别提示： 1、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 30 个交易日（2025 年 9 月 5 日至 2025 年 10 月 24 日）收盘价涨幅偏离值累计超过 200%，根据深圳证券交易所相关规定，属于股票交易 严重异常波动的情形。 2、股价累计涨幅较大风险。截至 2025 年 10 月 24 日，公司收盘价为 127.57 元/ 股， 自 2025 年 9 月 5 日至 2025 年 10 月 24 日，公司股票累计涨幅为 220.29%，同期创业板 综合指数涨幅为 8.52%，2025 年 9 月 5 日至 2025 年 10 月 23 日，申万行业指数-电子-其 他电子指数涨幅为 11.49%。公司股票短期涨幅高于行业及创业板综合指数涨幅。目前， 公司股票价格波动严重异常，股价剔除大盘和 板块整体因素后的实际波 ...

Market Overview - A-shares experienced a collective surge on October 24, with the Shanghai Composite Index reaching a 10-year high, while the ChiNext Index and STAR 50 Index saw significant gains [1][4] - The Shanghai Composite Index closed up 0.71% at 3950.31 points, the Shenzhen Component Index rose 2.02% to 13289.18 points, and the ChiNext Index increased by 3.57% to 3171.57 points [1][4] - The total trading volume in the Shanghai and Shenzhen markets reached 199.18 billion yuan, an increase of over 33 billion yuan compared to the previous day [1] Sector Performance - The semiconductor and chip sectors saw explosive growth, with stocks like Purun Co. and Xiangnong Chip rising by 20% to hit the daily limit, while Jiangbolong surged over 16% [1][5] - AI-related stocks, including CPO concept stocks, also experienced significant gains, with Kexiang Co. and Shengyi Electronics both hitting the daily limit of 20% [1][10] - The satellite navigation sector emerged strongly, with companies like China Satellite and Guanghe Technology reaching their daily limits [1] Notable Stocks - The newly listed company, Chaoying Electronics, saw a dramatic increase of nearly 400%, closing at 84.99 yuan per share, with an intraday high of 99.77 yuan, resulting in a profit of over 41,000 yuan per share for investors [1] - Notably, the top two stocks by trading volume were Hanwujing and Zhongji Xuchuang, with transaction volumes of 23.4 billion yuan and 23.03 billion yuan, respectively [2] Coal Sector Decline - The coal sector faced a sharp decline, with companies like Antai Group and Yunmei Energy hitting their daily limit down, and Dayou Energy dropping over 6% [1][14] - Antai Group and other coal companies have faced significant losses, with Antai Group's net profit projected to be negative for the upcoming years [16] Policy and Future Outlook - The recent meeting of the Chinese Communist Party emphasized accelerating high-level technological self-reliance and innovation, which is expected to drive growth in advanced manufacturing and hard technology sectors [7][8] - The CPO (Co-Packaged Optics) technology is anticipated to enter commercial use between 2024 and 2025, with a projected market revenue of 2.6 billion USD by 2033, indicating strong future growth potential in the optical interconnect technology sector [12]

中原证券表示，目前存储器周期继续上行，阿里巴巴、字节跳动等互联网厂商持续加大AI基础设施建 设相关的资本开支，AI及存储器国产替代需求有望推动国内存储器厂商不断提升市场份额，建议关注 国内存储器产业链投资机会。 10月24日，A股三大股指高开高走，全天维持震荡走高态势，创业板指涨超3%。板块上，存储芯片概 念板块集体异动，科翔股份、普冉股份、香农芯创20cm涨停，盈新发展、时空科技等涨停。 消息面上，据智通财经报道，三星电子、SK海力士等主要内存供应商将在今年第四季度向客户调整报 价，DRAM和NAND闪存价格上调幅度将高达30%，以满足AI驱动的存储芯片需求激增。此外隔夜美股 存储概念股再度走强，SanDisk涨超13%，股价创历史新高。此次两大巨头集体提价，背后是人工智能 产业爆发带来的需求激增。 0:00 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） ...

格隆汇10月24日｜香农芯创(300475.SZ)今日20cm涨停，股价创历史新高，换手率13.39%，成交额72.36亿元。龙虎榜数据显示，深股通买入7.49亿元，卖出 2.38亿元，净买入5.11亿元；四家机构买入5.55亿元，卖出5.05亿元，净买入5062万元；游资"呼家楼"位列买三席位，净买入1.47亿元。上榜席位全天买入 14.86亿元，卖出8.5亿元，合计净买入6.35亿元。(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 | 778次 46.53% (7) | 74897.24 | 10.35% | | 2 | 机构专用 | 1630次 42.45% | 27167.00 | 3.75% | | 3 | 中信证券股份有限公司北京总部证券营业部 | 2次 50.00% | 14779.13 | 2.04% | | 4 | 机构专用 | 1630次 42.45% | 14220.91 | 1.97% | | 5 | 机构专用 | 1630次 42.45% | 14150.99 ...

香农芯创今日20%涨停，成交额72.36亿元，换手率13.39%。盘后龙虎榜数据显示，深股通专用席位买 入7.49亿元并卖出2.38亿元，2家机构专用席位净买入2.03亿元，有2家机构专用席位净卖出1.53亿元。 ...

Market Overview - The market experienced strong fluctuations throughout the day, with the Shanghai Composite Index reaching a new high for the year and the ChiNext Index rising over 3% [1] - The storage chip sector saw significant gains, with multiple stocks such as Puran and Xiangnong Chip rising to their daily limits [1] - Other sectors like CPO and PCB also saw increases, with companies like Shengyi Electronics hitting their daily limits and Zhongji Xuchuang rising over 10% to a new high [1] - The commercial aerospace concept was strong, with stocks like China Satellite and Shanghai Huguang reaching their daily limits [1] - In contrast, the coal and gas sectors faced adjustments, with Baichuan Energy, Yunmei Energy, and Antai Group hitting their daily limits [1] - Overall, more than 3,000 stocks in the Shanghai and Shenzhen markets rose, with a trading volume of nearly 2 trillion, an increase of over 300 billion from the previous day [1] Storage Sector - The storage concept saw a resurgence, with stocks like Daway, Puran, Demingli, and Xiangnong Chip all hitting their daily limits [4] - Overnight, U.S. storage companies experienced significant gains, with SanDisk rising over 13% and Micron and Western Digital increasing over 4% [4] - Samsung Electronics and SK Hynix announced a price increase of up to 30% for DRAM and NAND flash memory in Q4, responding to the current market supply-demand imbalance, marking the beginning of a price increase cycle [4] - AI applications are driving demand for high-capacity storage products, with HDD and SSD suppliers actively expanding their offerings [4] - The lead time for NLHDD has extended from several weeks to over 52 weeks due to supply shortages, highlighting a growing storage gap [4][6] - Server DRAM demand is expected to grow rapidly, with CSP's DRAM procurement needs projected to increase significantly by 2026 [6] Aerospace Sector - The aerospace sector also saw a strong performance, with Aerospace Science and Technology hitting its daily limit, along with stocks like Aerospace Intelligence and China Satellite [7] - The 20th Central Committee's Fourth Plenary Session report emphasized the construction of a "strong aerospace nation," marking a significant policy direction [8] - Analysts predict that more supportive policies for the aerospace industry will emerge, focusing on national defense and space infrastructure development [10] Domestic Chip Sector - The domestic chip sector rebounded, with stocks like Yingxin Development and Dahao Technology hitting their daily limits, and Cambrian Technologies rising by 9% [11] - The Fourth Plenary Session report highlighted the need to accelerate high-level technological self-reliance and strengthen original innovation [11] - The strategic deployment from the meeting indicates a shift from "catching up" to "leading" in technology development [13] Other Notable Sectors - The AI industry chain collectively rebounded, with Zhongji Xuchuang reaching a new high and multiple stocks in the PCB sector hitting their daily limits [18] - The pharmaceutical, coal, and deep earth economy sectors experienced the largest declines [18]

Core Insights - The stock of Xiangnon Chip Innovation (300475) has experienced a significant increase of 220.29% from September 5 to October 24 [1] Investor Activity - Individual investors have purchased a total of 67.35 billion yuan, accounting for 52.18% of the total buying activity during this period [1] - Retail investors contributed 30.57 billion yuan to the total purchases [1] - Institutional investors have bought 52.479 billion yuan, representing 40.65% of the total buying activity [1]

香农芯创今日20cm涨停，成交额72.36亿元，换手率13.39%，盘后龙虎榜数据显示，深股通专用席位买 入7.49亿元并卖出2.38亿元，2家机构专用席位净买入2.03亿元，有2家机构专用席位净卖出1.53亿元。 ...

证券之星消息，10月24日其他电子板块较上一交易日上涨5.62%，香农芯创领涨。当日上证指数报收于 3950.31，上涨0.71%。深证成指报收于13289.18，上涨2.02%。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 | 127.57 | 20.00% | 59.48万 | | 72.36 Z | | 300131 | 英唐智控 | 11.42 | 9.91% | 134.47万 | | 15.01亿 | | 300736 | 自邦科技 | 13.90 | 5.95% | 9.12万 | | 1.25亿 | | 688662 | 富信科技 | 45.71 | 5.32% | - 3.02万 | | 1.37亿 | | 002885 | 京泉华 | 23.32 | 5.09% | 34.84万 | | 8.11亿 | | 002130 | 沃尔核材 | 29.59 | 4.74% | 101.54万 | | 29. ...