（文章来源：每日经济新闻） 每经AI快讯，12月24日，存储芯片概念表现活跃，香农芯创涨超10%，时空科技涨超7%，德明利、神 工股份、普冉股份、北京君正、江波龙、大为股份、万润科技跟涨。 ...

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！ 来源：中国基金报 原标题：001331，9连板！ 大家好！来一起关注最新的市场行情和资讯~ 12月24日，A股市场开盘微涨，上证指数报3920.35点，涨0.01%；深证成指、创业板指涨0.07%。盘初 市场冲高回落，截至发稿，上证指数、深证成指微红，创业板指飘绿。 | Continues and concept 3920.75 | 13382.97 1 -------- | 3201.86 | ooma | | --- | --- | --- | --- | | 上证指数 +0.02% | 深证成指 +0.10% | 创业板指 -0.10% | | 盘面上，玻璃纤维、锂电、存储芯片等近期热点保持活跃，海南自贸港、光模块等概念股回调。 | | | Wind热门概念指数 | | | --- | --- | --- | --- | | 玻璃纤维 3.14% | 锂电电解液 2.58% | 两岸融合 2.48% | 血液制品 2.37% | | 充电桩 2.20% | 锂矿 1.83% | 液冷服务器 1.76% | 智能音箱 1.75% | ...

12月24日，A股市场开盘微涨，上证指数报3920.35点，涨0.01%；深证成指、创业板指涨 0.07%。盘初市场冲高回落，截至发稿，上证指数、深证成指微红，创业板指飘绿。 | 3920.75 | ---------- | 13382.97 | 3201.86 | | --- | --- | --- | --- | | 上证指数 +0.02% | | 深证成指 +0.10% | 创业板指 -0.10% | 盘面上，玻璃纤维、锂电、存储芯片等近期热点保持活跃，海南自贸港、光模块等概念股回 调。 【导读】存储芯片板块盘初走强，胜通能源走出9连板，沪银主力合约涨超7% 中国基金报记者 晨曦 大家好！来一起关注最新的市场行情和资讯～ | 玻璃纤维 3.14% | 锂电电解液 2.58% | 两岸融合 2.48% | 血液制品 2.37% | | --- | --- | --- | --- | | | Wind热门概念指数 | | | | 充电桩 2.20% | 锂矿 1.83% | 液冷服务器 1.76% | 智能言箱 1.75% | | --- | --- | --- | --- | | 苹果 1.70% | 射 ...

Core Viewpoint - The company, Jiangbolong (301308), indicates that the time lag between wafer procurement and memory sales will positively impact its gross margin when memory wafer prices rise [1] Group 1: Company Performance - The company has made continuous breakthroughs in high-end memory, overseas business, and self-developed main control chips [1] - Internal growth factors are expected to drive the company's profitability enhancement more directly and sustainably [1]

Macro Dynamics - Beijing has issued the first batch of L3-level highway autonomous vehicle special license plates, marking a significant milestone in the country's autonomous driving era. The "conditionally automated driving" feature is currently limited to specific highway sections in Beijing [2] - The State Administration for Market Regulation will soon implement strict regulations on food safety responsibilities for live-streaming e-commerce operators, establishing clear guidelines and penalties for non-compliance [3][4] - By 2026, China plans to build over 10,000 charging guns in highway service areas, with at least 25% being high-power chargers, to enhance electric vehicle charging infrastructure [5] - The Chinese Foreign Ministry has expressed strong opposition to the U.S. adding DJI drones to a restricted list, criticizing the discriminatory practices against Chinese companies [6] - A radioactive water leak occurred at a decommissioned nuclear reactor in Japan, potentially exposing several individuals to radiation [7] Financial Institutions - Hangzhou Bank plans to issue financial bonds not exceeding 40 billion RMB, with a maturity of up to 10 years [8] - The CEO of Bank of America highlighted the increasing impact of AI investments on the U.S. economy, suggesting that AI will play a significant role in future economic contributions [9] Market Data - On December 23, the market experienced a pullback after an initial rise, with the Shanghai Composite Index up by 0.07% and the Shenzhen Component Index up by 0.27%. New stocks listed on the same day saw significant gains [10] - As of December 22, the total margin balance in the two markets increased by 12.534 billion RMB, indicating a growing interest in leveraged trading [11] - The Hong Kong Hang Seng Index closed down by 0.11%, with notable movements in gold stocks and declines in certain tech stocks [12] Company Dynamics - Oriental Yuhong reported that its U.S. subsidiary fell victim to a telecom fraud involving approximately 12.118 million RMB, but the incident is not expected to significantly impact the company's operations [13] - Zhongxin Tourism has established three subsidiaries in Hainan and is actively expanding its tourism-related business in the region [14] - Haohai Biological Technology's controlling shareholder was fined 14.6292 million RMB for insider trading, but this will not affect the company's daily operations [15][16] - The co-founder of the game "Call of Duty," Vince Zampella, tragically passed away in a car accident [17] - Jiangbolong indicated that rising prices of storage wafers would positively impact the company's gross margin, supported by long-term supply agreements with major wafer manufacturers [18]

Core Viewpoint - The production cycle from wafer procurement to memory sales positively impacts the company's gross margin when memory wafer prices rise [1] Group 1: Company Developments - The company has made continuous breakthroughs in high-end memory, overseas business, and self-developed main control chips [1] - Internal growth factors are expected to drive the company's profitability enhancement more directly and sustainably [1]

南财智讯12月23日电，江波龙在投资者关系活动中表示，AI技术应用持续推进云服务商对高效能 TLCeSSD、QLCeSSD的需求，叠加HDD供应短缺促使云服务商转单至SSD，NANDFlash需求迎来爆 发；受过往周期影响，主要原厂维持审慎的产能扩张策略，即使后续资本开支回升，受限于产能建设周 期的滞后性，对2026年位元产出的增量贡献也将较为有限。 ...

| | 升，目前 TCM | 模式的导入工作正加速进行，并有望在更多原 | | --- | --- | --- | | | 厂和 Tier1 | 客户的合作上持续取得突破。 | | 关于本次活动是 | | | | 否涉及应披露重 | | 本次活动不涉及未公开披露的重大信息。 | | 大信息的说明 | | | | 附件清单（如有） | 无 | | 编号：2025-036 | 投资者关系活动 | √特定对象调研 □分析师会议 □媒体采访 | | --- | --- | | 类别 | □业绩说明会 □新闻发布会 □路演活动 | | | □现场参观 √电话会议 □其他 | | | 长江证券、生命资产、聚象私募、东方财富证券、太平资产、 | | 参与单位名称及 | 西部证券、China Renaissance Securities (HK) Ltd、China | | 人员姓名 | Universal Asset Management Co., Ltd、Point72 Asset | | | Management、Pinpoint Asset Management Limited、WT Capital | | | 年 ...

证券日报网讯 12月22日晚间，江波龙发布公告称，公司2025年第四次临时股东会审议通过《关于公司 符合向特定对象发行A股股票条件的议案》等多项议案。 （文章来源：证券日报） ...

一、募集资金基本情况 经中国证券监督管理委员会《关于同意深圳市江波龙电子股份有限公司首次 公开发行股票注册的批复》（证监许可[2022]843 号）同意注册，并经深圳证券 交易所同意，深圳市江波龙电子股份有限公司（以下简称"公司"）首次公开发 行人民币普通股（A 股）42,000,000.00 股，每股面值 1.00 元，发行价格人民币 55.67 元/股，募集资金总额为人民币 2,338,140,000.00 元，扣除承销费和保荐费 人民币 125,966,018.87 元及支付其他发行费用人民币 27,166,240.32 元后，公司本 次公开发行实际募集资金净额为人民币 2,185,007,740.81 元。联席主承销商中信 建投证券股份有限公司（以下简称"中信建投证券"）于 2022 年 7 月 29 日已将 扣除剩余未支付承销费（不含增值税）人民币 123,843,377.36 元后的资金总额计 人民币 2,214,296,622.64 元汇入公司开立的募集资金专户。 公司本次公开发行股票募集资金合计为人民币 2,338,140,000.00 元，扣减保 荐及承销费（不含增值税）人民币 125,96 ...