Group 1 - The A-share market for storage chip stocks has shown strong performance, with companies like Puran Co. hitting a 20% limit up, and others such as Hengshuo Co. and Jucheng Co. rising over 13% [1] - Notably, companies like Puran Co., Zhaoyi Innovation, Anji Technology, and others have reached historical highs [1] - According to a TrendForce research report, NAND flash memory chip contract prices are expected to increase by 33%-38% in March, while traditional DRAM contract prices are projected to rise by 55%-60%, indicating strong growth momentum in the memory chip market this year [1] Group 2 - The table lists various companies with their stock performance, including Puran Co. with a market cap of 29 billion and a year-to-date increase of 54.24% [2] - Hengshuo Co. has a market cap of 6.592 billion and a year-to-date increase of 44.06% [2] - Jucheng Co. has a market cap of 24.5 billion and a year-to-date increase of 23.43% [2]

第1笔成交价格为148.58元，成交9.00万股，成交金额1,337.22万元，溢价率为-21.14%，买方营业部为平 安证券股份有限公司北京市分公司，卖方营业部为中国银河证券股份有限公司北京苏州街证券营业部。 进一步统计，近3个月内该股累计发生5笔大宗交易，合计成交金额为3545.22万元。该股近5个交易日累 计上涨29.04%，主力资金合计净流入2.85亿元。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月6日，协创数据收涨1.44%，收盘价为188.40元，发生1笔大宗交易，合计成交量9万股，成交金额 1337.22万元。 ...

证券日报网讯1月6日，协创数据（300857）在互动平台回答投资者提问时表示，公司管理层持续看好公 司前景和未来发展，部分高级管理人员、大股东依规减持主要原因系其个人资金需求，不影响公司治理 结构和持续经营。公司控股股东一直积极支持公司日常经营活动，为公司及子公司提供借款，助力公司 及子公司融资能力提升，满足公司及子公司扩大业务规模的资金需求。 ...

广东信达律师事务所 股东会法律意见书 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 2026年第一次临时股东会（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资格、表决 程序和结果等事项发表见证意见。 广东信达律师事务所 股东会法律意见书 信达律师根据《股东会规则》第五条的要求，按照律师行业公认的业务标准、 道德规范和勤勉尽责精神，对本次股东会的相关事实出具如下见证意见： 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) ...

证券代码：300857 证券简称：协创数据 公告编号：2026-001 协创数据技术股份有限公司 2026 年第一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：2026年1月5日（星期一）14:30 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2026 年1月5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：2026年1月5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》（以下简称"《公 司法》"）、《深圳证券交易所创业板股票上 ...

Core Viewpoint - The AI-focused ETF, Yongying (159141), has seen a strong increase of 3.00%, with significant gains in constituent stocks, indicating a bullish trend in the AI sector [1]. Group 1: ETF Performance - The Yongying AI ETF has reached a new high in scale at 9.52 billion, ranking in the top quarter among comparable funds [2]. - Key stocks within the ETF include: - Xiechuang Data (300857) up 12.26% with a trading volume of 3.146 billion - Youkede (688158) up 7.58% with a trading volume of 1.366 billion - Lankai Technology (688008) up 7.11% with a trading volume of 3.828 billion - Beijing Junzheng (300223) up 6.48% with a trading volume of 2.259 billion - Tianzhun Technology (688003) up 5.65% with a trading volume of 0.361 billion [2]. Group 2: Industry Developments - Changxin Technology's IPO on the Sci-Tech Innovation Board has been accepted, aiming to raise 29.5 billion for memory chip manufacturing upgrades, which will boost orders in the semiconductor equipment and materials sectors [3]. - The IPO is expected to lower procurement costs in AI servers, cloud computing, and robotics, optimizing the cost structure of the industry chain [3]. - The listing will help break the monopoly of foreign giants in high-end storage, providing local high-bandwidth memory support for domestic AI chips and large models [3]. Group 3: Market Trends - The entry of Chinese large model companies into the Hong Kong stock market signifies a completed "technology-product-capital" loop, providing public financing channels for foundational models [4]. - This transparency in market capitalization will pressure startups to focus on actual profitability rather than just parameter comparisons, accelerating the convergence of business models [4]. - The listing and information disclosure will lower procurement thresholds for government and financial institutions, leading to faster release of demand in the G/B sector [4]. - The first AI ETF, Yongying (159141), covers the entire AI industry chain, with over 78% allocation in AI chips, optical modules, and cloud computing [4].

Group 1 - The core viewpoint of the article highlights a significant surge in the storage chip sector, driven by strong performance in both the US and Korean markets, which has positively impacted A-share storage chip stocks [1] - Morgan Stanley predicts that the memory market will tighten by 2026, with manufacturing constraints and stronger demand leading to sustained price increases. The firm has raised its average price forecasts for DRAM by 62% and NAND by 75% for 2026 [1] - Macronix, a Taiwanese storage manufacturer, announced a 100% price increase for NAND products and a 50% increase for NOR products in the first quarter of 2026 [1] Group 2 - Notable stock performances include Jiangbolong, which rose over 14%, and Shanghai Xinyang and Xiechuang Data, both increasing by over 12%. Other companies like Raytheon Defense and Zhaoyi Innovation reached the daily limit of 10% increase [2] - The total market capitalization of Jiangbolong is 117.4 billion, while Shanghai Xinyang stands at 22.4 billion, and Xiechuang Data at 65.4 billion [2] - The MACD golden cross signal formation indicates a positive trend for these stocks, suggesting a favorable market outlook [2]

本周关注点 公司公告汇总 截至2025年12月31日收盘，协创数据（300857）报收于168.68元，较上周的146.0元上涨15.53%。本 周，协创数据12月31日盘中最高价报172.0元。12月29日盘中最低价报144.0元。协创数据当前最新总市 值583.84亿元，在消费电子板块市值排名13/90，在两市A股市值排名309/5181。 协创数据技术股份有限公司为全资子公司协创数据技术（香港）有限公司和安徽协创物联网技术有限公 司分别向汇丰银行(中国)有限公司和上海浦东发展银行股份有限公司合肥分行申请授信提供担保，担保 金额分别为3亿元和1.5亿元人民币，担保方式为连带责任保证。上述担保事项在公司已审议通过的担保 额度范围内，无需再次提交董事会或股东会审议。截至目前，公司对子公司的担保余额为755,906.28万 元，占公司最近一期经审计净资产的235.25%，均为对合并报表范围内单位提供的担保，无逾期担保。 协创数据技术股份有限公司与工银金融租赁有限公司签订《融资租赁合同（回租）》，融资金额 50,000.00万元，租赁期限3.125年，起租日以《实际租金支付表》为准。公司以服务器等设备作为租赁 物 ...

证券代码：300857 证券简称：协创数据 公告编号：2025-162 协创数据技术股份有限公司 关于公司开展融资租赁业务的进展暨 控股子公司为公司提供担保进展的公告 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。 一、融资租赁事项的基本情况 协创数据技术股份有限公司（以下简称"公司"）分别于2025 年5月27日、2025年6月12日召开第三届董事会第三十五次会议、2025 年第三次临时股东会，审议通过了《关于公司及子公司2025年度新增 向银行等金融或非金融机构申请综合授信暨有关担保及接受关联方 担保的议案》，由于公司业务量增加，为满足公司及子公司日常经营 和业务发展需要，2025年度，公司及子公司拟向银行等金融或非金融 机构新增总计不超过人民币800,000万元或等值外币（含）的授信额 度，授信内容包括但不限于：贷款、承兑汇票及贴现、融资性保函、 票据池、信用证、融资租赁、外汇衍生产品等，申请方式包括但不限 于信用授信、保证金质押、存单质押及其他合理方式。具体内容详见 公司于2025年5月28日在巨潮资讯网（www.cninfo.com.cn）上披露的 ...

Core Viewpoint - The consumer electronics sector experienced a decline of 1.46% on December 31, with Yidong Electronics leading the drop. The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1]. Group 1: Stock Performance - XW Communication (300136) saw a significant increase of 16.98%, closing at 62.00, with a trading volume of 2.0451 million shares and a transaction value of 11.911 billion [1]. - Lianchuang Optoelectronics (600363) rose by 9.99%, closing at 63.06, with a trading volume of 178,700 shares and a transaction value of 1.08 billion [1]. - Yidong Electronics (301123) led the decline with a drop of 7.47%, closing at 73.56, with a trading volume of 285,700 shares and a transaction value of 2.182 billion [2]. Group 2: Capital Flow - The consumer electronics sector experienced a net outflow of 2.886 billion from institutional investors, while retail investors saw a net inflow of 2.633 billion [2]. - The top stocks by net inflow from retail investors included XW Communication (300136) with a net inflow of 3.50 billion, and Deep Technology (000021) with a net inflow of 2.61 billion [3]. - Lianchuang Optoelectronics (600363) had a net inflow of 2.771 billion from institutional investors, representing 25.68% of its trading volume [3].