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江波龙(301308.SZ):发行境外上市外资股(H股)获得中国证监会备案
Ge Long Hui A P P· 2025-09-15 11:56
Core Viewpoint - Jiangbolong (301308.SZ) has received a notification from the China Securities Regulatory Commission (CSRC) regarding its overseas issuance and listing plan, indicating a significant step towards its goal of listing on the Hong Kong Stock Exchange [1] Group 1: Issuance Details - The company plans to issue no more than 84,419,800 ordinary shares for overseas listing [1] - The issuance will take place on the Hong Kong Stock Exchange [1] Group 2: Regulatory Compliance - The company must report any major events to the CSRC through the management information system before the completion of the overseas issuance [1] - After the overseas issuance and listing, the company is required to report the issuance status to the CSRC within 15 working days [1] - The company must strictly adhere to relevant laws, regulations, and rules during the overseas issuance process [1] Group 3: Timeline and Updates - If the company does not complete the overseas issuance within 12 months from the date of the notification, it must update its filing materials if it intends to continue the process [1]
江波龙:发行境外上市外资股(H股)获得中国证监会备案
Ge Long Hui· 2025-09-15 11:47
格隆汇9月15日丨江波龙(301308.SZ)公布,近日收到中国证券监督管理委员会(简称"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》。备案通知书主要内容如下: 一、公司拟发行不超过84,419,800股境外上市普通股并在香港联合交易所上市。二、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。三、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。公司在境外发行上市过程中应严格遵守境内外有关法律、法规和 规则。四、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:拟发行不超过8400万股境外上市普通股并在香港联交所上市。
Xin Lang Cai Jing· 2025-09-15 11:42
江波龙:拟发行不超过8400万股境外上市普通股并在香港联交所上市。 ...
江波龙发行H股事项获中国证监会备案
Zhi Tong Cai Jing· 2025-09-15 11:28
江波龙(301308)(301308.SZ)公告,公司拟发行境外上市外资股(H股),近日公司收到中国证券监督管 理委员会出具的《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》。 ...
江波龙(301308.SZ)发行H股事项获中国证监会备案
智通财经网· 2025-09-15 11:22
智通财经APP讯,江波龙(301308.SZ)公告,公司拟发行境外上市外资股(H股),近日公司收到中国证券 监督管理委员会出具的《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》。 ...
江波龙:接受野村东方调研
Mei Ri Jing Ji Xin Wen· 2025-09-15 11:21
每经头条(nbdtoutiao)——重大突破!中国这款新药,中美官方都认定有突破性疗效!世界肺癌大会 沸腾了 (记者 王晓波) 2024年1至12月份,江波龙的营业收入构成为:存储行业占比100.0%。 截至发稿,江波龙市值为467亿元。 每经AI快讯,江波龙(SZ 301308,收盘价:111.31元)发布公告称,2025年9月11日,江波龙接受野村 东方、中汇人寿调研,公司投资者关系经理黄琦、投资者关系资深主管苏阳春参与接待,并回答了投资 者提出的问题。 ...
江波龙(301308) - 关于发行境外上市外资股(H股)获得中国证监会备案的公告
2025-09-15 11:10
深圳市江波龙电子股份有限公司 证券代码:301308 证券简称:江波龙 公告编号:2025-067 关于发行境外上市外资股(H股) 获得中国证监会备案的公告 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。 深圳市江波龙电子股份有限公司(以下简称"公司")于近日收到中国证券 监督管理委员会(以下简称"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》(国合函〔2025〕1559 号)(以下简称 "备案通知书")。备案通知书主要内容如下: 公司将根据该事项的进展情况及时履行信息披露义务,敬请广大投资者注意投资 风险。 特此公告。 深圳市江波龙电子股份有限公司董事会 2025 年 9 月 15 日 三、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。公司在境外发行上市过程中应严格遵守境内外有关 法律、法规和规则。 四、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。 备案通知书仅对公司境外发行上市备案信息予以确认,不表明中国证监会对 公司证券的投 ...
江波龙(301308) - 2025年9月11日投资者关系活动记录表
2025-09-15 10:52
Group 1: Market Trends and Predictions - The storage market is expected to see a comprehensive price increase in Q4 due to the surge in server shipment demand and supply strategies from storage wafer manufacturers [2][3] - The NAND flash market is predicted to expand continuously, driven by increased inventory demand in the server market and new mobile phone launches [2] Group 2: Business Growth and Competitive Position - The company ranks third in total capacity for enterprise-grade SATA SSDs in China and first among domestic brands, according to IDC data [3] - The company is actively expanding its high-performance storage products for data center applications, including new memory types like CXL2.0 and MRDIMM [3] Group 3: Technology and Product Development - The company has achieved over 80 million units of its self-developed main control chips deployed by the end of July, with rapid growth in deployment scale [5] - The UFS4.1 products equipped with the company's self-developed main control chips demonstrate superior performance, with sequential read/write speeds of 4350MB/s and 4200MB/s, and random read/write performance of 630K IOPS and 750K IOPS [4][5] Group 4: TCM Model and Future Prospects - The company has established a TCM (Technology Cooperation Manufacturing) model in collaboration with SanDisk, which is accelerating the introduction of UFS products into multiple Tier 1 customer supply chains [4] - The TCM business model is expected to achieve breakthroughs in cooperation with more manufacturers and Tier 1 customers [4]
逐浪企业级SSD 从研发看A股哪家存储模组厂商有突破?
Ju Chao Zi Xun· 2025-09-14 07:31
Core Insights - The rapid development of artificial intelligence (AI) has created a significant demand for high-performance enterprise-level SSD products to enhance data access and processing capabilities [2] - Major companies like ByteDance, Alibaba, and Tencent are significantly increasing their capital expenditures for AI computing and data center infrastructure, indicating a robust growth trajectory for the AI sector [2] Industry Trends - The AI training phase requires high bandwidth, high IOPS, and low-latency storage systems to match GPU computing power, while the inference phase demands high concurrency and low-latency response capabilities [2] - The shift towards high-performance, low-power storage solutions with reasonable overall costs is essential due to the massive data generated and utilized in AI applications [2] Company R&D Investments - Companies such as Jiangbolong and Baiwei Storage are leading in R&D investments, which are crucial for product innovation and enhancing competitive advantages in the AI-driven market [3] - Jiangbolong has the highest number of R&D personnel at 1,177, followed by Baiwei Storage with 898, indicating a strong focus on innovation [5] - In terms of R&D expenditure for the first half of 2025, Jiangbolong invested approximately 44.57 million yuan, while Baiwei Storage invested around 27.29 million yuan, showcasing their commitment to R&D [6] R&D Expenditure as a Percentage of Revenue - The highest R&D expenditure as a percentage of revenue is held by Tongyou Technology at 21.3%, followed by Baiwei Storage at 7%, indicating varying levels of investment relative to their revenues [7] R&D Personnel Proportion - Baiwei Storage leads with 43.21% of its total employees in R&D, followed closely by Tongyou Technology at 43.07%, highlighting the importance of R&D in their operational strategies [8] Company Developments in SSD Market - Baiwei Storage has launched innovative storage solutions, including a PCIe 5.0×4 channel Gen 5 SSD, achieving high sequential read and write speeds, which are essential for AI applications [9] - Jiangbolong has introduced multiple high-speed enterprise-level eSSD products, ensuring compatibility with various domestic CPU platforms, which strengthens its market position [10] - Demingli has successfully mass-produced its self-developed SATA SSD controller chip and is focusing on AI and data center applications, increasing its investment in this area [11] Other Company Initiatives - Wanrun Technology is working on its PCIe 5.0 SSD ME14000 project, while Tongyou Technology has made progress in the domestic storage sector with its PCIe 5.0 SSD [12] - Langke Technology continues to develop new SSD products and is expected to launch a new generation of PCIe 5.0 SSDs by the end of the year [13]
国家大基金持股概念涨1.64%,主力资金净流入这些股
Core Viewpoint - The National Big Fund's stock concept has shown a positive performance with a 1.64% increase, ranking 10th among concept sectors, while 31 stocks within this sector rose, indicating a favorable market sentiment towards these stocks [1] Group 1: Stock Performance - Chip Original Co. (芯原股份) experienced a significant increase of 20%, reaching the daily limit, while Jiangbolong (江波龙) and Shengke Communication (盛科通信) also performed well with increases of 13.83% and 8.26% respectively [1] - The stocks with the largest declines included Jingrui Electric Materials (晶瑞电材) down by 3.40%, Shenzhen South Circuit (深南电路) down by 3.11%, and SMIC (中芯国际) down by 1.69% [1] Group 2: Capital Flow - The National Big Fund's stock concept saw a net outflow of 1.836 billion yuan, with 10 stocks receiving net inflows, and 8 stocks attracting over 10 million yuan in net inflows [1] - Chip Original Co. led the net inflow with 340 million yuan, followed by Ruixin Microelectronics (瑞芯微) with 124.14 million yuan, and Changchuan Technology (长川科技) with 82.73 million yuan [1] Group 3: Capital Inflow Ratios - The top stocks by capital inflow ratio included Debang Technology (德邦科技) at 7.27%, Aisen Co. (艾森股份) at 5.06%, and Chip Original Co. at 4.89% [2] - The capital inflow rankings highlighted the performance of various stocks, with Chip Original Co. showing a significant turnover rate of 7.89% [2]