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江波龙港股IPO获中国证监会备案
Zhi Tong Cai Jing· 2025-09-18 07:17
Group 1 - The China Securities Regulatory Commission has issued a notice regarding the overseas listing of Shenzhen Jiangbolong Electronic Co., Ltd., allowing the company to issue up to 84,419,800 shares for listing on the Hong Kong Stock Exchange [1][2] - Jiangbolong is recognized as a leading independent semiconductor memory manufacturer globally, providing complete storage value chain solutions [4] - In 2023, Jiangbolong ranked as the second-largest independent memory manufacturer worldwide and the largest in China, with its FORESEE brand ranking fifth among independent brands in the B2B storage product market [4] Group 2 - The company operates three main brands: FORESEE and Zilia for B2B markets, and Lexar for B2C markets [4] - FORESEE has been recognized as one of the "Top Ten Semiconductor Brands" at the China Internet of Things Conference for several consecutive years [4] - In 2023, Zilia was the largest independent storage brand in Brazil and Latin America by revenue, while Lexar, acquired in 2017, has products sold in over 60 countries and regions [4]
新股消息 | 江波龙(301308.SZ)港股IPO获中国证监会备案
智通财经网· 2025-09-18 07:14
Core Viewpoint - The China Securities Regulatory Commission has issued a notice regarding the overseas issuance and listing of Shenzhen Jiangbolong Electronics Co., Ltd., which plans to issue no more than 84,419,800 shares of overseas listed ordinary shares and list on the Hong Kong Stock Exchange [1][2]. Company Overview - Jiangbolong (301308.SZ) is a leading independent semiconductor memory manufacturer globally, providing complete storage value chain solutions. The company designs, produces, and sells NAND Flash and DRAM storage products for consumer, enterprise, and industrial applications [4]. - According to Zhaoshang Consulting, Jiangbolong is the second-largest independent memory manufacturer globally and the largest in China based on revenue from storage products in 2023. The company's FORESEE brand ranks fifth among independent brands globally in B2B storage product revenue, while its Lexar brand ranks second among independent consumer storage brands globally [4]. - Jiangbolong operates three main brands: FORESEE and Zilia (serving the B2B market) and Lexar (serving the B2C market). FORESEE has been developed organically over more than a decade and has been recognized multiple times as one of the "Top Ten Semiconductor Brands" at the China Internet of Things Conference. In 2023, Zilia is the largest independent storage brand in Brazil and Latin America by revenue [4]. - Lexar, acquired by Jiangbolong in 2017, is a leading high-end global brand, with its products sold in over 60 countries and regions [4].
江波龙拟H股上市,获证监会备案
来源:公司公告 备案通知书显示,江波龙拟发行不超过8441.98万股境外上市普通股,并在香港联合交易所上市。自备案通 知书出具之日起至本次境外发行上市结束前,公司如发生重大事项,应根据境内企业境外发行上市有关规 定,通过中国证监会备案管理信息系统报告。 江波龙9月15日晚间公告,公司近日收到中国证监会出具的《关于深圳市江波龙电子股份有限公司境外发行 上市备案通知书》。此前,江波龙于3月21日向港交所递交招股说明书。 公司完成境外发行上市后15个工作日内,应通过中国证监会备案管理信息系统报告发行上市情况。公司自 备案通知书出具之日起12个月内,未完成境外发行上市,拟继续推进的,应当更新备案材料。 江波龙是全球领先的独立品牌半导体存储器厂商,提供完整存储价值链解决方案。公司设计、生产及销售 NAND Flash及DRAM存储产品,面向消费级、企业级及工规级应用。 根据灼识咨询的资料显示,以2023年存储产品的收入计算,江波龙是全球第二大独立存储器厂商及中国最 大独立存储器厂商。 江波龙已与科技、电信、消费电子及零售等多个行业的领先企业建立长期业务关系。2022年、2023年及 2024年,来自前五大客户的收入分别 ...
存储芯片价格全面上涨!
国芯网· 2025-09-17 14:27
Core Viewpoint - The storage chip market is experiencing a price increase, driven by both international manufacturers like Micron and SanDisk and domestic companies such as Jiangbolong, with expectations of a comprehensive price rise in the fourth quarter due to various market demands and supply strategies [1][3]. Group 1: Market Dynamics - Recent announcements indicate that SanDisk has raised product prices by over 10%, while Micron has paused pricing for DDR4, DDR5, LPDDR4X, and LPDDR5X, with potential increases of 20%-30% for channel storage products [3]. - The demand for NAND in the server market is expected to rise as AI server shipments increase, alongside new smartphone releases driving a replacement demand [3]. Group 2: Company Performance - Jiangbolong ranks third in total capacity for enterprise-grade SATA SSDs in China and is the leading domestic brand, with its enterprise-grade PCIe SSD and RDIMM products being adopted by major domestic companies [3]. - As of the end of July, Jiangbolong has deployed over 80 million units of its main control chip series, with rapid growth in deployment scale continuing [3]. Group 3: Product Development - The self-developed UFS4.1 products are currently undergoing validation with multiple Tier 1 manufacturers, indicating a significant increase in deployment scale for the year [4].
江波龙:截止至7月底主控芯片全系列产品累计实现超8000万颗的批量部署
Ge Long Hui A P P· 2025-09-17 11:25
格隆汇9月17日|江波龙在电话会议上表示,根据CFM闪存市场预测,随着AI服务器出货规模持续扩 大,下半年服务器NAND市场备货需求升温,手机新品发布将催生新一轮换机需求,叠加存储晶圆原厂 兼顾投入产出比的供应策略影响,四季度存储市场价格将迎来全面上涨。此外截止至7月底,公司主控 芯片全系列产品累计实现超过8000万颗的批量部署,并且部署规模仍在保持快速增长。搭载自研主控的 UFS4.1产品正处于多家Tier1厂商的导入验证阶段,全年来看,自研主控芯片部署规模将实现放量增 长。 ...
江波龙:接受国信证券等投资者调研
Mei Ri Jing Ji Xin Wen· 2025-09-17 11:04
Group 1 - The company Jiangbolong (SZ 301308) announced an investor meeting scheduled for September 15 and 16, 2025, where the investor relations manager and senior supervisor will address investor inquiries [1] - For the year 2024, the company's revenue composition is entirely from the storage industry, accounting for 100.0% [1] - As of the report date, Jiangbolong has a market capitalization of 48.1 billion yuan [1]
江波龙(301308) - 2025年9月15日-16日投资者关系活动记录表
2025-09-17 10:56
Group 1: Market Trends and Pricing - Micron has announced a price increase of over 10% for consumer products, with potential price hikes of 20%-30% for DDR4, DDR5, LPDDR4X, and LPDDR5X due to market conditions [2][3] - The NAND market is expected to see increased demand in the second half of the year, driven by AI server shipments and new smartphone releases, leading to a comprehensive price rise in the fourth quarter [3] Group 2: Business Growth and Partnerships - The company ranks third in total capacity for enterprise SATA SSDs in China and first among domestic brands, with enterprise PCIe SSDs and RDIMM products being adopted by leading domestic companies [3][4] - The TCM (Technology Cooperation Manufacturing) model is currently in collaboration with SanDisk, accelerating UFS product integration into Tier 1 customer supply chains [4][5] Group 3: Product Development and Performance - The company has launched SOCAMM2, a memory product designed for AI data centers, which offers significant improvements in bandwidth and power efficiency compared to traditional RDIMM [4] - The self-developed main control chips have achieved over 80 million units in deployment by the end of July, with ongoing rapid growth in deployment scale [5]
EDR概念涨2.76% 主力资金净流入9股
Group 1 - EDR concept increased by 2.76%, ranking 8th among concept sectors, with 17 stocks rising, including Jing Sheng Electronics and Bo Min Electronics hitting the daily limit [1][2] - Notable gainers in the EDR sector include Xie Chuang Data and Hong Quan IoT, which rose by 13.10% and 6.79% respectively [1][2] - Major decliners in the sector include De Run Electronics, Xing Min Zhi Tong, and Wei Di Co., which fell by 2.88%, 0.96%, and 0.44% respectively [1][2] Group 2 - The EDR concept sector saw a net inflow of 846 million yuan, with 9 stocks receiving net inflows, and 7 stocks exceeding 50 million yuan in net inflow [2][3] - Bo Min Electronics led the net inflow with 320 million yuan, followed by Jing Sheng Electronics and Xie Chuang Data with net inflows of 227 million yuan and 122 million yuan respectively [2][3] - The net inflow ratios for Bo Min Electronics, Jing Sheng Electronics, and Guang Hong Technology were 18.71%, 13.12%, and 10.47% respectively [3]
江波龙股价涨5.1%,南方基金旗下1只基金位居十大流通股东,持有191.16万股浮盈赚取1085.79万元
Xin Lang Cai Jing· 2025-09-16 06:06
Group 1 - Jiangbolong's stock price increased by 5.1% on September 16, reaching 116.99 yuan per share, with a trading volume of 1.94 billion yuan and a turnover rate of 6.29%, resulting in a total market capitalization of 49.036 billion yuan [1] - The stock has seen a continuous rise for three days, accumulating a total increase of 20.9% during this period [1] - Jiangbolong, established on April 27, 1999, specializes in the research, design, and sales of semiconductor storage application products, with 99.99% of its revenue coming from storage products [1] Group 2 - Among Jiangbolong's top ten circulating shareholders, a fund under Southern Fund has increased its holdings in the Southern CSI 500 ETF (510500) by 293,000 shares in the second quarter, now holding 1.9116 million shares, which accounts for 1.61% of the circulating shares [2] - The estimated floating profit from this increase is approximately 10.8579 million yuan, with a total floating profit of 36.7792 million yuan during the three-day rise [2] - The Southern CSI 500 ETF, established on February 6, 2013, has a current scale of 113.438 billion yuan, with a year-to-date return of 26.32% and a one-year return of 62.44% [2]
上市公司动态 | 招商蛇口朱文凯接任董事长,晶晨股份拟3.16亿元收购芯迈微
Sou Hu Cai Jing· 2025-09-15 14:44
Group 1: Leadership Changes - Jiang Tiefeng resigned as Chairman of China Merchants Shekou due to work relocation, holding 122,000 shares of the company [1] - Zhu Wenkai has been elected as the new Chairman of the Board, effective immediately [1] Group 2: Mergers and Acquisitions - Jilin Morningstar plans to acquire 100% of Chip Micro Semiconductor for a total consideration of RMB 316 million, enhancing its capabilities in cellular and Wi-Fi communication technologies [2] - United Precision intends to acquire 51% of Chengdu Mite Aviation Manufacturing for a valuation not exceeding RMB 380 million [10] - Shangluo Electronics plans to acquire 88.79% of Ligon Technology for RMB 700 million, focusing on IC product distribution [16] Group 3: Financial Performance - Chip Micro Semiconductor reported zero revenue for 2024 and projected revenue of RMB 679,300 for the first half of 2025, with net losses of RMB 900 million and RMB 400 million respectively [3] Group 4: IPO and Financing Activities - Beijing Junzheng submitted an application for H-share listing on the Hong Kong Stock Exchange [4] - Jiangbolong received approval from the China Securities Regulatory Commission for its H-share issuance of up to 84,419,800 shares [5] - Shantui has submitted its H-share issuance application to the CSRC [6] - Yinglian plans to raise up to RMB 1.5 billion through a private placement for various projects [7] - Huichuangda intends to issue convertible bonds to raise up to RMB 650 million for battery-related projects [8] Group 5: Regulatory Compliance - *ST Lingda received a regulatory inquiry regarding insufficient impairment provisions for a project and internal control issues [9] Group 6: Control Changes - Landai Technology announced a change in control, with a significant share transfer and voting rights agreement [12]