Sharetronic(300857)

Search documents
存储市场迎来新一轮涨价潮 17只概念股上半年盈利增长
Zheng Quan Shi Bao· 2025-09-15 22:22
Core Viewpoint - The storage market is experiencing a significant price increase driven by supply-side reductions and a surge in demand, marking the beginning of a new upward cycle in the industry [1][3]. Price Increases in Storage Products - Major storage manufacturers, including SanDisk, have announced price hikes across their product lines, effective immediately for new orders [2]. - As of September 15, the average spot price for DDR4 8Gb (1Gx8) 3200 has risen to $5.33, a more than 260% increase from the first quarter average of $1.47 [2]. - The average spot price for MLC 32Gb 4GBx8 has reached $3.54 as of September 1, reflecting a 54.29% increase since the beginning of the year [2]. Factors Driving Price Increases - The current price surge is attributed to structural adjustments on the supply side and a robust demand increase, with major manufacturers like Samsung and SK Hynix implementing production cuts [3]. - Traditional DRAM production capacity is being shifted towards higher-margin products like DDR5 and high-bandwidth memory (HBM), tightening the supply of older DRAM products like DDR4 [3]. - Demand is being fueled by the explosion of AI applications, large-scale data center construction, and a recovery in the consumer electronics market [3]. Market Growth and Stock Performance - The global DRAM market is projected to grow approximately 17% in the second quarter of 2025, driven by the rise of generative AI and increasing HBM shipments [3]. - In the A-share market, 40 stocks related to the storage industry have seen an average increase of 5.36% since September, with notable performers including Shannon Chip (79.16% increase) and Xiechuang Data (38.59% increase) [4]. - 17 stocks in the storage concept sector reported year-on-year profit growth in the first half of the year, with Shanghai Xinyang showing a 126.31% increase in net profit [4]. Company Developments - Shanghai Xinyang reported a net profit of 133 million yuan in the first half of the year, focusing on electronic etching materials crucial for storage chip manufacturing [5]. - Canaan Technology is actively involved in setting JEDEC product standards in the memory interconnect field and is positioned to benefit from the rapid development of domestic DRAM manufacturers [6].
协创数据(300857) - 2025年第六次临时股东会决议公告
2025-09-15 12:48
证券代码:300857 证券简称:协创数据 公告编号:2025-117 协创数据技术股份有限公司 2025 年第六次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整, 没有虚假记载、误导性陈述或重大遗漏。 特别提示: 本次股东会无否决议案的情形。 本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 (一)会议召开情况 1、召开时间: (1)现场会议召开时间:2025年9月15日(星期一)14:30 (2)网络投票起止时间:2025年9月15日 其中,通过深圳证券交易所交易系统网络投票的具体时间为2025 年9月15日9:15-9:25,9:30-11:30,13:00-15:00;通过深圳证券交 易所互联网投票系统进行投票的具体时间为:2025年9月15日9:15至 15:00期间的任意时间。 2、现场会议召开地点:广东省深圳市福田区深南大道6023号耀 华创建大厦1座12层1209号房会议室。 3、会议召开方式:现场表决和网络投票相结合。 4、会议召集人:公司第四届董事会。 5、会议主持人:董事长耿康铭先生。 6、本次会议的召开符合《中华人民共和国公司法》(以下 ...
协创数据(300857) - 广东信达律师事务所关于协创数据技术股份有限公司2025年第六次临时股东会的法律意见书
2025-09-15 12:48
广东信达律师事务所 股东会法律意见书 中国 深圳 福田区 益田路6001号太平金融大厦11、12楼 11&12F.,TAIPINGFINANCETOWER,YITIANROAD6001,FUTIAN,SHENZHEN,CHINA 电话(Tel.):(0755)88265288 邮政编码:518038 网址(Website):www.sundiallawfirm.com 传真(Fax.):(0755)88265537 广东信达律师事务所 关于协创数据技术股份有限公司 2025年第六次临时股东会 法律意见书 信达会字(2025)第273号 致:协创数据技术股份有限公司 根据《中华人民共和国公司法》(下称"《公司法》")《上市公司股东会规则》 (下称"《股东会规则》")等法律、法规、规范性文件及现行有效的《协创数据技术股 份有限公司章程》(下称"《公司章程》")的规定,广东信达律师事务所(下称"信达") 接受贵公司的委托,指派万威世律师、赖凌云律师(下称"信达律师")出席贵公 司 2025年第六次临时股东会(下称"本次股东会"),在进行必要验证工作的基础 上,对贵公司本次股东会的召集、召开程序、出席会议人员和召集人 ...
专业选手实战大赛丨“牛人”青睐哪些股?9月15日十大买入个股榜、十大买入金额个股榜出炉





Xin Lang Zheng Quan· 2025-09-15 09:48
Core Insights - The "Second Golden Unicorn Best Investment Advisor Selection" event is currently ongoing, with over 3,000 professional investment advisors participating in simulated trading competitions [1] Group 1: Top Stocks by Buy Count - The top stock by buy count as of September 15 is "芯原股份" (Chip Origin) [2] - Other notable stocks in the top ten include "东方财富" (East Money), "阳光电源" (Sungrow Power), and "宁德时代" (CATL) [2] Group 2: Top Stocks by Buy Amount - "芯原股份" (Chip Origin) also leads the top stocks by buy amount [3] - Other significant stocks in this category include "阳光电源" (Sungrow Power), "汉威科技" (Hanwei Technology), and "立讯精密" (Luxshare Precision) [3] Group 3: Event Structure and Data - The event includes a performance evaluation segment divided into three groups: stock simulation, on-market ETF simulation, and public fund simulation [4] - The data presented is based on simulated trading and reflects the most frequently bought stocks and ETFs by participants [4]


协创数据(300857.SZ):富港电子累计减持0.41%股份
Ge Long Hui A P P· 2025-09-12 12:28
Core Viewpoint - The company Xiechuang Data (300857.SZ) has received a notification from its major shareholder, Power Channel Limited, regarding a reduction in shareholding by its concerted actor, Fuguang Electronics (Tianjin) Co., Ltd. [1] Group 1 - Fuguang Electronics reduced its shareholding by 1,435,140 shares, which accounts for 0.41% of the company's total equity [1] - The combined shareholding of Fuguang Electronics and Power Channel Limited decreased from 17.07% to 16.66% [1] - The reduction in shareholding occurred between September 4, 2025, and September 12, 2025, through centralized bidding [1]
协创数据:富港电子9月减持0.41%
Xin Lang Cai Jing· 2025-09-12 11:53
Core Viewpoint - The announcement indicates that Fuhong Electronics (Tianjin) Co., Ltd. plans to reduce its shareholding in the company through a centralized bidding process, impacting its overall ownership percentage significantly [1] Group 1 - Fuhong Electronics (Tianjin) Co., Ltd. will reduce its holdings by 1.4351 million shares, which represents 0.41% of the company's total equity [1] - The combined shareholding ratio of Fuhong Electronics and its concerted action partner, POWER CHANNEL LIMITED, will decrease from 17.07% to 16.66%, crossing the 1% threshold [1]
协创数据(300857) - 关于持股5%以上股东之一致行动人减持股份触及1%整数倍的公告
2025-09-12 11:34
证券代码:300857 证券简称:协创数据 公告编号:2025-116 协创数据技术股份有限公司 关于持股 5%以上股东之一致行动人权益变动触及 1%整 数倍的公告 公司持股 5%以上股东 POWER CHANNEL LIMITED 之一致行动人富港电子(天津) 有限公司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。 特此公告。 协创数据技术股份有限公司 董事会 2025 年 9 月 12 日 协创数据技术股份有限公司(以下简称"公司")于近日收到持 股 5%以上股东 POWER CHANNEL LIMITED 之一致行动人富港电子(天津) 有限公司(以下简称"富港电子")出具的《关于权益变动触及 1% 整数倍的告知函》,富港电子于 2025 年 9 月 4 日-2025 年 9 月 12 日 通过集中竞价方式减持其所持有的公司股份 1,435,140 股,占公司股 本 0.41%,其与一致行动人 POWER CHANNEL LIMITED 合计持有公司股 份比例由 17.07%降至 16.66%,触及 1 ...
协创数据股价涨5.17%,华商基金旗下1只基金重仓,持有7620股浮盈赚取5.04万元
Xin Lang Cai Jing· 2025-09-11 10:18
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。 华商双翼平衡混合A(001448)成立日期2015年6月16日,最新规模5126.24万。今年以来收益39.52%, 同类排名1193/8175;近一年收益78.69%,同类排名830/7982;成立以来收益145.7%。 华商双翼平衡混合A(001448)基金经理为胡中原。 截至发稿,胡中原累计任职时间6年179天,现任基金资产总规模230.88亿元,任职期间最佳基金回报 342.74%, 任职期间最差基金回报-0.45%。 9月11日,协创数据涨5.17%,截至发稿,报134.62元/股,成交30.64亿元,换手率6.84%,总市值465.95 亿元。协创数据股价已经连续4天上涨,区间累计涨幅33.33%。 资料显示,协创数据技术股份有限公司位于广东省深圳市福田区深南大道耀华创建大厦1座12层1209号 房,成立日期2005年11月18日,上市日期2020年7月27日,公司主营业务涉及消费电子领域物联网智能 终端和数据存 ...
协创数据股价创新高
Di Yi Cai Jing· 2025-09-11 07:54
协创数据涨3.73%,报132.77元/股,股价再创新高,总市值突破459.54亿元,成交额达1.49亿元。(第 一财经AI快讯) ...
全国首张3D打印药品生产许可证来了,机构高频调研7只概念股
Zheng Quan Shi Bao Wang· 2025-09-11 00:55
Group 1 - The first national 3D printing drug production license has been issued in Nanjing, marking a significant step in the development and industrialization of 3D printing technology in pharmaceuticals [2] - The licensed entity, Nanjing SanDieJi Pharmaceutical Technology Co., has a production capacity of 300 million 3D printed drug pieces annually, making it the largest commercial production base for 3D printed drugs globally [2] - 3D printing technology offers advantages over traditional pharmaceutical manufacturing, including complex drug structure design, digital drug development, precise drug delivery, and intelligent manufacturing [2] Group 2 - The 3D printing market in China is projected to reach approximately 423 billion yuan in 2024 and is expected to exceed 450 billion yuan by 2025, driven by the increasing application of 3D printing products and the release of pent-up demand for 3D printing equipment [3] - The application fields of 3D printing are expanding, covering industries such as aerospace, automotive, biomedical, construction, and consumer goods, with rapid growth in the consumer electronics sector [3] Group 3 - Seven 3D printing concept stocks have been frequently researched by institutions, with notable companies including Dazong Laser, Aobi Zhongguang-UW, and Yuedan New Materials, among others [5] - The average increase in the stock prices of 3D printing concept stocks this year is 37.05%, with Zhongzhou Special Materials leading with a 192% increase [5][6] - Companies like Aidi Te and Huazhu High-Tech are actively involved in the 3D printing sector, with Aidi Te having launched multiple 3D printers and Huazhu High-Tech developing its own 3D printing equipment and materials [4][5] Group 4 - Xie Chuang Data (300857) has seen its stock price rise significantly, reaching a market value of 44.303 billion yuan, with a maximum increase of over 11 times compared to its three-year low [7] - The company reported a revenue of 4.944 billion yuan in the first half of the year, a year-on-year increase of 38.18%, with a net profit of 432 million yuan, reflecting a growth of 20.76% [7]