关于为子公司提供担保的进展公告 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。 证券代码：301308 证券简称：江波龙 公告编号：2025-078 深圳市江波龙电子股份有限公司 特别风险提示： 深圳市江波龙电子股份有限公司（以下简称"公司"）提供的担保总额超过 公司最近一期经审计净资产的 100%，其中对资产负债率超过 70%的单位的担保 总额超过公司最近一期经审计净资产 50%，前述担保全部为公司对合并报表范围 内子公司的担保，敬请投资者充分关注担保风险。 一、担保情况概述 公司于 2025 年 3 月 19 日、2025 年 4 月 11 日分别召开了第三届董事会第八 次会议、第三届监事会第八次会议以及 2024 年年度股东大会，会议审议通过了 《关于公司 2025 年度担保额度预计的议案》。 为了满足公司 2025 年度日常经营及业务发展所需，自 2024 年年度股东大会 审议通过之日起至 2025 年年度股东大会召开之日止，公司拟为子公司向银行等 金融机构申请综合授信或其他日常经营所需，提供总额不超过人民币 110 亿元 （或等值外币）的担保额度。 ...

| 股东 | 股份 | | | 减持价格 | 减持均价 | 减持股数 | 減持 | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 来源 | 减持方式 | 减持期间 | 区间 (元/股) | (元/股) | (股) | 出例 | | 李志雄 | 公司首 次公开 发行前 | 集中竞价 交易(含盘 后固定价 | 2025年9月2日 至 | 86.35-324.96 | 152.42 | 4,191,452 | 1.00% | | | 取得股 份 | 格交易) | 2025年11月11日 | | | | | 江波龙2025年三季度报告显示，李志雄为公司第二大股东。 中国经济网北京11月13日讯 江波龙（301308）(301308.SZ)昨晚发布关于公司董事股份减持计划实施完 毕的公告。公司于近日收到股东及董事李志雄出具的《关于股份减持计划实施完毕的告知函》，截至 2025年11月11日，股东及董事李志雄本次减持计划已实施完毕。 公告显示，2025年9月2日至2025年11月11日，李志雄通过集中竞价交易（含盘后固定价格交易）减持 4,191,452 ...

Core Viewpoint - The storage chip sector in A-shares continues to show strong performance, driven by clear price increase signals in the industry, particularly from major players like Samsung and SK Hynix [2][3] Group 1: Market Performance - Jiangbolong (301308.SZ) saw its stock price rise over 6%, reaching a historical high of 331.5 yuan per share, while Baiwei Storage (688525.SH) increased by over 10% [2] - Jiangbolong's stock has surged 260.47% year-to-date, with a market capitalization exceeding 137.8 billion yuan [2] Group 2: Financial Results - Jiangbolong reported third-quarter revenue of 6.539 billion yuan, a year-on-year increase of 54.6% and a quarter-on-quarter increase of 10.09% [3] - The company achieved a net profit of 698 million yuan, marking a significant year-on-year growth of 1994.42% and a quarter-on-quarter increase of 318.94% [3] Group 3: Industry Dynamics - Major storage manufacturers are planning to increase NAND prices by 20% to 30% due to reduced supply and rising demand driven by AI applications [2][3] - The demand for DRAM in AI servers is eight times that of regular servers, significantly impacting the overall memory market [3] Group 4: Future Outlook - Multiple institutions express optimism about the storage chip industry, predicting significant price increases for DRAM and NAND in the coming years [4] - The current supply-demand dynamics suggest that the "super cycle" in the storage market may have already begun [4]

11月13日，A股存储芯片板块延续强势，江波龙（301308）(301308.SZ)盘中涨超6%，股价触及331.5元/股，再创历史新高，佰维 存储(688525.SH)涨超10%，兆易创新（603986）(603986.SH)、中电港（001287）(001287.SZ)、微导纳米(688147.SH)等跟涨，板 块成资本市场焦点。 板块再度走强的背后，是存储芯片行业持续释放出的明确涨价信号。最新消息显示，三星电子、SK海力士和铠侠等正在谋划推 动NAND价格上调。据悉，三星目前正与海外大型客户讨论明年的供货量，并在内部考虑将价格上调20%至30%。 与此同时，四大存储龙头(三星、SK海力士、铠侠、美光科技)今年下半年都纷纷削减NAND闪存供应量。业内分析认为，一方 面原因在于这些公司希望通过调节供应来推动价格上涨；另一方面，随着AI需求推动更多产线转向四层单元(QLC)工艺，NAND 闪存产量下降在所难免。 | 江波龙 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 301308.SZ 创 融 通 | | | | | | | | 高 ...

Group 1 - The storage chip sector is experiencing significant activity, with companies like Baiwei Storage and Jiangbolong reaching historical highs in stock prices [1] - The Tianhong Chip ETF (159310) tracking the chip industry index has rebounded nearly 1.5%, with several component stocks showing strong gains [1] - The Tianhong Chip ETF has seen a notable inflow of funds, accumulating over 10 million yuan in net inflows over the past week, ranking first among similar stocks in the Shenzhen market [1] Group 2 - Major storage leaders, including Samsung and SK Hynix, are planning to increase NAND prices and reduce supply, with Samsung considering a price hike of 20% to 30% [2] - The current storage price increase cycle is expected to be stronger and more sustained than previous cycles, indicating a need for attention in the storage sector [2] Group 3 - The storage shortage and price increase trend is anticipated to continue throughout 2026, with expectations of profit elasticity exceeding forecasts [3] - A new domestic platform for 12-inch silicon photonic chip production has been launched, marking a significant breakthrough in the silicon photonics field [3] - The core value of silicon photonics technology lies in chip design and wafer manufacturing, shifting the industry paradigm from "packaging-led" to "design-led" [3]

Group 1: OpenAI Developments - OpenAI released the GPT-5.1 model, introducing two versions: GPT-5.1 Instant and GPT-5.1 Thinking, with features like adaptive reasoning and improved efficiency [2] - The GPT-5.1 Instant model is designed to be more obedient and reliable in following user instructions, while the Thinking model focuses on efficiency and clarity [2] Group 2: Company Movements - Former DeepSeek researcher Luo Fuli has joined Xiaomi's MiMo team, focusing on building future AGI technologies [3] - Intel's AI executive Sachin Katti is leaving to join OpenAI, indicating a strategic shift in AI infrastructure development [5] - ByteDance terminated an employee for multiple leaks related to its robotics research [6] Group 3: Investment and Financial Activities - AI startup Anthropic plans to invest $50 billion in building data centers in the U.S., creating approximately 800 permanent jobs [4] - Nanwei Semiconductor announced a private placement to raise about $100 million for operational funding and market expansion [13] - ChipLink Capital completed a fundraising of 1.25 billion yuan for its first main fund, focusing on sectors like semiconductors and AI [17] Group 4: Market Trends - Major storage manufacturers, including Samsung and SK Hynix, are planning to increase NAND prices while reducing supply [11] - Jiangbolong reported that demand for large-capacity QLC SSDs is exceeding supply expectations, leading to upward pricing trends [10] Group 5: Corporate Actions - Century Huatong announced a share buyback plan of 500 million to 1 billion yuan, following its stock delisting from risk warnings [19] - Qiangyi Semiconductor's IPO was approved, focusing on the development and production of probe cards for semiconductor testing [20]

Core Viewpoint - The storage chip sector is experiencing a strong performance, driven by significant price increases from leading manufacturers, particularly in response to the growing demand from artificial intelligence technologies [1][2][3] Group 1: Market Performance - Baiwei Storage saw a surge of over 15%, reaching a stock price of 145.18 yuan per share, with a trading volume of nearly 2.8 billion yuan [1][2] - Other companies in the sector, such as Zhaoyi Innovation and Microguide Nano, also experienced gains exceeding 7% [1][2] - The overall market sentiment is positive, with several stocks in the storage sector showing substantial increases [1][2] Group 2: Price Increases - SanDisk, a leading overseas storage manufacturer, announced a price increase of up to 50% for flash memory contracts, which has garnered significant attention in the industry [2] - This price adjustment is part of a broader trend where major storage manufacturers have raised product prices multiple times throughout the year [3] Group 3: Demand Drivers - The rapid development of artificial intelligence technology is identified as the fundamental driver behind the soaring demand for storage products [3] - AI servers and terminal products are placing higher requirements on the quantity and performance of storage devices, leading to a "super cycle" in the storage industry [3] - The demand for high-end storage products is experiencing explosive growth due to the specific needs for speed, capacity, and power consumption driven by AI advancements [3]

Group 1 - The storage chip sector showed strong performance, with stocks like Baiwei Storage rising over 15% to 145.18 CNY per share, reaching a new high and a trading volume of nearly 2.8 billion CNY [1][2] - Major companies in the sector, including Zhaoyi Innovation and Microguide Nano, also saw significant increases, with Zhaoyi Innovation up 7.36% and Microguide Nano up 7.24% [2] - SanDisk, a leading overseas storage manufacturer, announced a price increase of up to 50% for flash memory contracts, drawing widespread attention in the industry [2] Group 2 - The rapid development of AI technology is driving a surge in demand for storage products, as AI servers and terminal products require higher quantities and performance from storage devices [3] - The current price increases in storage products are attributed to the growing demand for high-end storage solutions, which are essential for meeting the speed, capacity, and power consumption requirements of AI applications [3]

Group 1 - The storage chip sector continues to show strong performance, with Jiangbolong reaching a new high during trading [1] - Baiwei Storage has increased by over 10%, indicating positive market sentiment [1] - Other companies such as Zhaoyi Innovation, Zhongdian Port, and Weidao Nano also experienced upward movement in their stock prices [1]

存储芯片板块延续强势，江波龙盘中创新高，佰维存储涨超10%，兆易创新、中电港、微导纳米跟涨。 ...