人民财讯1月8日电，江波龙（301308）1月8日在互动平台表示，公司紧跟高性能存储技术演进趋势，已 正式发布SOCAMM2产品。SOCAMM2产品目前尚未形成实质性收入贡献，公司将根据客户验证情况和 市场需求，有序推进产品商业化进程。 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 当人工智能从"云端算力"快速下沉到"端侧智能"，一个长期被低估的基础能力正被重新审视—— 存储。无论是AI PC、智能机器人，还是AI眼镜、运动穿戴设备，算法模型的本地化部署、实时 数据处理与多模态交互体验，都在持续推高对存储性能、能效与形态的要求。可以说，AI的每一 次落地，都在推动存储技术完成一次跃迁。 在这一背景下，CES 2026也不再只是"消费电子新品秀场"，而逐渐演变为全球AI终端技术路线 的风向标。江波龙在本届CES上围绕"AI存储"所展开的一系列产品发布与战略动作，正是这一趋 势的集中体现。 与传统SSD形态不同，mSSD在集成度、散热设计和可靠性方面更适合AI终端的复杂应用环境。 通 过 在 介 质 层 引 入 更 灵 活 的 封 装 方 式 ， 并 在 固 件 层 针 对 AI 负 载 进 行 定 向 优 化 ， 让 AI Storage Core不再只是"更快的存储"，而是成为AI系统中的关键数据枢纽。 据介绍，Lexar雷克沙品牌此次推出的基于集成封装mSSD技术的Lexar PLAY X PCIe Gen4×4 NVMe SSD采用创新集成封 ...

Core Viewpoint - The 2026 International Consumer Electronics Show (CES 2026) will take place from January 6 to 9 in Las Vegas, showcasing numerous A-share listed companies with their latest products in popular sectors such as robotics, smart hardware, and new energy vehicles [6]. Robotics - Ninebot will unveil a new multi-scenario lawn mowing robot, enhancing its product matrix [2]. - Stone Technology is expected to debut its "embodied intelligence black technology" as a representative of smart cleaning robots [7]. - Lingyi Technology will present a comprehensive robotics technology matrix, showcasing core components and application solutions [8]. - Zhaowei Electromechanical will showcase a new generation of dexterous hands with 20 degrees of freedom [9]. - Orbbec will release multiple 3D camera products suitable for humanoid robots, enhancing visual solutions for precise operations [9]. - Ecovacs will introduce a pool cleaning robot and the latest developments in embodied intelligence [9]. - Lens Technology will debut a highly dexterous bionic hand and head assembly, integrating self-developed reducers for improved performance [10]. - Megvii will collaborate with Yimai Intelligent to launch two new micro AI robot products [11]. Smart Glasses - Tianjian Co. will present its latest AI and AR glasses at CES 2026, focusing on AI glasses, AI headphones, and smart speakers [12]. - XGIMI Technology will globally launch its new AI glasses brand "MemoMind" [13]. - GoerTek will showcase multiple innovative MR/AR/smart glasses, enhancing the "AI + smart interaction" experience [13]. - Guangfeng Technology will present three LCoS AR optical products: Wax Girl G1, Dragonfly G1 mini, and Rainbow C1 [14]. Storage Solutions - Baiwei Storage will highlight consumer-grade storage solutions, including a Mini SSD that rivals flagship PCIe Gen4 SSDs, supporting Meta's AI/AR glasses [15]. - Jiangbolong will enhance its consumer market brand with a collaboration featuring a special edition storage product linked to the Argentina national football team [15]. - Rockchip will showcase audio and machine vision products, with its RK3588 chip being widely applied in various robotic forms [15]. Automotive Innovations - Great Wall Motors will return to CES with its full product line and core technology matrix, focusing on new energy and AI vehicles [17]. Display Technologies - TCL Technology will unveil its "machine king" series of televisions and the world's first printed OLED vehicle display solution [5]. - Hisense will launch a new generation of RGB-Mini LED display technology [5]. - BOE will showcase over 60 cutting-edge display technologies and IoT solutions, including the global debut of the "HERO 2.0 smart cockpit" [19].

Group 1 - The core viewpoint of the news is that the storage chip sector is experiencing a significant surge driven by global demand, particularly due to AI computing needs, with A-shares following the upward trend seen in U.S. markets [3][5] - As of January 6, 2023, major U.S. storage companies saw substantial stock price increases, with Micron Technology rising over 10% and Western Digital increasing by over 16%, marking the largest single-day gain in over five years [3] - The CES exhibition highlighted advancements in the chip and storage industry, with NVIDIA introducing a new AI platform and SK Hynix showcasing innovative memory products, indicating a strong demand for high-bandwidth and large-capacity storage solutions [5][6] Group 2 - The Chip 50 ETF (516920) has seen a rise of over 2%, with a trading volume exceeding 46 million yuan, reflecting strong market interest in the sector [1][3] - The top ten component stocks of the Chip 50 ETF account for 57.21% of the total index, indicating a concentrated investment in leading companies within the semiconductor industry [6] - Predictions from TrendForce suggest that NAND flash memory contract prices will increase by 33%-38% in the upcoming quarter, while traditional DRAM prices are expected to rise by 55%-60%, signaling robust growth potential in the memory chip market [5][6]

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]

证券日报网讯1月6日，江波龙（301308）在互动平台回答投资者提问时表示，并购重组系重大股价敏感 信息，目前公司并没有实质开展新的并购重组项目，后续若有任何新的进展，公司均将及时进行信息披 露，请以公司发布的相关公告为准。 ...

证券日报网讯1月6日，江波龙（301308）在互动平台回答投资者提问时表示，是否会披露业绩预告，涉 及尚未公开的核心业绩数据是否达到相应规则的披露标准。公司将依法依规，及时履行信息披露义务。 ...

资料显示，深圳市江波龙电子股份有限公司位于深圳市前海深港合作区南山街道听海大道5059号鸿荣源 前海金融中心二期B座2001、2201、2301,中国香港新界沙田安睦街28号永得利中心7楼B室，成立日期 1999年4月27日，上市日期2022年8月5日，公司主营业务涉及半导体存储应用产品的研发、设计与销 售。主营业务收入构成为：存储产品及相关99.99%，其他(补充)0.01%。 截至9月30日，江波龙股东户数4.38万，较上期增加25.06%；人均流通股6260股，较上期减少20.04%。 2025年1月-9月，江波龙实现营业收入167.34亿元，同比增长26.12%；归母净利润7.13亿元，同比增长 27.95%。 分红方面，江波龙A股上市后累计派现3.02亿元。近三年，累计派现1.04亿元。 机构持仓方面，截止2025年9月30日，江波龙十大流通股东中，香港中央结算有限公司位居第八大流通 股东，持股611.39万股，相比上期增加485.41万股。易方达创业板ETF（159915）、兴全合润混合A （163406）、南方中证500ETF（510500）、兴全商业模式混合(LOF)A（163415）、德邦半 ...

Core Viewpoint - The partnership between Lexar and the Argentina national football team marks a significant step in Lexar's global branding strategy and symbolizes the upgrade of China's storage industry from "technology export" to "brand globalization" [1][7]. Group 1: Partnership Details - Lexar has officially become the first global partner of the Argentina national football team for the year 2026, enhancing its international brand image [1]. - The collaboration is based on a shared vision of leadership, professionalism, and global excellence between Lexar and the Argentina Football Association [4]. Group 2: Company Background - Lexar is a leading global brand under the Chinese semiconductor storage giant, Jiangbo Long, which has a comprehensive capability in semiconductor storage product development, manufacturing, and sales [4]. - Jiangbo Long is the second-largest independent memory company globally and the largest in China, with Lexar ranking second in B2C revenue among global brands in 2023 [4]. Group 3: Market Expansion - Since its acquisition by Jiangbo Long in 2017, Lexar has expanded its presence to over 70 countries across six continents, with products available in major retail channels like Costco and BestBuy, as well as on e-commerce platforms like Amazon and Shopee [5]. - The partnership aligns well with the global distribution of Argentina's millions of fans, enhancing Lexar's market reach [5]. Group 4: Product Innovation - At CES 2026, Lexar launched co-branded storage products with the Argentina national team, including the Lexar Air portable SSD and the SL500 SSD limited edition, aimed at football fans [6]. - Lexar also showcased flagship products such as the world's first 2TB UHS-I microSD card and the Lexar TouchLock series SSD, which features advanced security technology [6]. Group 5: Strategic Implications - The collaboration signifies a shift from "Made in China" to "Brand from China," aligning with Jiangbo Long's international strategy of building a dual-circulation business model [7]. - Lexar aims to leverage this partnership to enhance consumer trust in its brand quality and drive growth in the consumer storage market [6].

Group 1 - Lexar announced an official global partnership with the Argentina national football team at CES 2026, marking it as the first official global partner for the team in 2026 [1] - The partnership will feature co-branded products, including the Air portable SSD and the SL500 SSD, which combine practical performance with commemorative value [1] - The Argentina national football team, a three-time World Cup champion, has a rich history and emotional connection with millions of fans, enhancing the partnership's global appeal [3] Group 2 - Lexar, founded in 1996 in Silicon Valley, has a history of innovation in the storage industry, including setting the first CF card read speed standard and launching the first 1TB microSD Express card [5] - At CES, Lexar showcased several flagship storage products, including the world's first 2TB UHS-I microSD card with a read speed of 255MB/s, and introduced AI-Grade storage products [6] - Lexar's parent company, Jiangbolong, has expanded Lexar's sales network globally since acquiring it in 2017, with revenue growth from 864 million yuan in 2019 to an expected 3.525 billion yuan in 2024, reflecting a compound annual growth rate of 32.48% [7]