Core Viewpoint - The storage chip sector has collectively weakened, with significant declines in stock prices for several companies, indicating a bearish trend in the industry [1] Company Performance - Demingli and Dawi Co. both hit the daily limit down, reflecting severe market reactions [1] - Purun Co. and Jiangbolong opened more than 10% lower, suggesting a negative market sentiment towards these stocks [1] - Other companies such as Shannon Chip, Space Technology, Baiwei Storage, and Beijing Junzheng also experienced declines, indicating a widespread downturn in the sector [1]

Core Insights - The article highlights the impressive performance of A-shares in 2023, with over 5,400 listed companies achieving a total market capitalization exceeding 100 trillion yuan, marking a 25% increase from the beginning of the year [2][3] - Guangdong province stands out as a significant contributor to this growth, with 84 stocks doubling in price, accounting for nearly one-fifth of all doubling stocks in the market [15][4] Group 1: Market Performance - As of October 2023, nearly 4,400 listed companies in A-shares have seen their stock prices rise, representing about 80% of the total [2] - The Shanghai Composite Index has increased by over 17% this year [2] - The total market capitalization of A-shares reached a historical high of 107 trillion yuan [2] Group 2: Guangdong's Contribution - Guangdong province has 886 listed companies, the highest in the country, representing one in every six A-share companies [8] - The total market capitalization of Guangdong's listed companies is approximately 19.2 trillion yuan, accounting for about 16.2% of the total A-share market [9][10] - Guangdong's listed companies have collectively increased in value by over 27% since the beginning of the year [4] Group 3: Growth and Innovation - Guangdong's listed companies exhibit strong growth potential, with nearly 40% of them having been established for over 15 years before going public, indicating a stable development approach [18] - The province has seen a surge in young companies, with 264 companies listed in the past five years, including notable firms in various high-growth sectors [18][22] - Shenzhen, a key city in Guangdong, is home to 424 listed companies, contributing significantly to the province's economic dynamism [22] Group 4: Emerging Enterprises - Guangdong has 64 unicorn companies, the second highest in China, with 13 new unicorns added in 2024 [24][29] - The province is also home to a substantial number of "gazelle" companies, which are expected to reach unicorn status in the near future [24] - The strong pipeline of emerging companies is supported by favorable policies and a robust entrepreneurial ecosystem [31][32] Group 5: Industrial Strength - Guangdong's manufacturing sector is robust, with 637 manufacturing companies listed, accounting for over 70% of the province's total [35] - The province leads in various emerging industries, particularly in electronics, computing, and communication sectors [39] - The "Shenzhen-Hong Kong-Guangzhou" innovation cluster has achieved global recognition, surpassing other major global clusters in terms of patent applications and research output [42][44]

Core Insights - The company Jiangbolong (301308) has successfully developed UFS4.1 products, a feat achieved through its self-developed main control chip, positioning itself among a few global enterprises capable of such advancements [1] Group 1 - The UFS4.1 products developed by the company outperform comparable market products in terms of process, read/write speed, and stability, as verified by original manufacturers and third-party testing [1] - The company has received recognition from major storage manufacturers, including SanDisk, and has also gained approval from several Tier 1 clients, accelerating the integration process [1]

Core Viewpoint - Jiangbolong (301308.SZ) has established long-term agreements with wafer suppliers, enhancing supply chain resilience and diversity, while achieving breakthroughs in UFS4.1 products with self-developed main control chips [1] Group 1: Long-term Agreements and Supply Chain - The company has signed long-term contracts (LTA) or memorandums of understanding (MOU) with wafer suppliers, indicating a commitment to long-term direct cooperation with wafer manufacturers [1] - This framework contributes to a robust and diversified supply chain, which is crucial for operational stability [1] Group 2: Product Development and Market Recognition - The company has successfully developed UFS4.1 products using its self-developed main control chips, marking a significant technological advancement [1] - Testing by original manufacturers and third parties has shown that the UFS4.1 products outperform comparable market products in terms of process, read/write speed, and stability [1] - The products have received recognition from major storage manufacturers, including SanDisk, and have been acknowledged by several Tier 1 clients, with the integration process accelerating [1]

Supply Chain and Market Trends - The company maintains strong relationships with major wafer suppliers through long-term agreements, ensuring supply chain resilience and diversity [2] - Recent trends show a price increase in storage products due to high demand from North American cloud service providers investing in AI, leading to a tightening supply for consumer and embedded storage products [3] Business Performance and Product Development - The company ranks third in total capacity for enterprise SATA SSDs in China and first among domestic brands, with ongoing expansion in enterprise storage product offerings [3] - The company has launched four series of self-developed controller chips, with over 100 million units deployed, indicating rapid growth in deployment scale [5] New Product Innovations - The company is actively developing high-performance storage products for data centers, including the newly released SOCAMM2, designed specifically for AI data centers, which shows significant improvements in bandwidth and power consumption [4] - The UFS4.1 product, developed in collaboration with SanDisk, has demonstrated superior performance in process, read/write speed, and stability compared to market alternatives, with accelerated adoption among Tier 1 clients [5]

南方财经 11月18日电，江波龙雷克沙中国区总经理张俊涛在"ITMA SUMMIT 2025"峰会上表示，随着 行业对数据安全要求越来越高，雷克沙发布了首款搭载自研主控的NFC加密移动固态硬盘，除了常规加 密，还出台了搭载NFC的自研加密。iTAP标准发布后，雷克沙的NFC加密移动硬盘将和上游芯片厂商以 及手机端积极探索，支持iTAP，从而进一步提升碰一碰秒解锁体验。 ...

格隆汇11月18日丨江波龙(301308.SZ)公布，近日收到员工持股平台、控股股东、实际控制人蔡华波先 生及实际控制人蔡丽江女士出具的《关于权益变动的告知函》，为蔡华波先生能更好聚焦公司日常经营 和业务发展，同时保障员工持股平台管理的正常进行，经全体合伙人一致同意，龙熹一号、龙熹二号、 龙熹三号、龙舰管理、龙熹五号的普通合伙人暨执行事务合伙人由蔡华波先生分别变更为肖小霞、张继 红、陈琼、宁波龙熹四号自有资金投资合伙企业（有限合伙）（委派代表：张大刚）、袁尧杰。员工持 股平台变更普通合伙人暨执行事务合伙人后，其与公司控股股东、实际控制人蔡华波之间基于原普通合 伙人暨执行事务合伙人的身份所形成的一致行动关系相应解除，不再属于《上市公司收购管理办法》中 对一致行动人关系认定的各种情形。本次权益变动不会导致公司控股股东、实际控制人发生变化。 ...

格隆汇11月18日丨江波龙(301308.SZ)公布，近日收到员工持股平台、控股股东、实际控制人蔡华波先 生及实际控制人蔡丽江女士出具的《关于权益变动的告知函》，为蔡华波先生能更好聚焦公司日常经营 和业务发展，同时保障员工持股平台管理的正常进行，经全体合伙人一致同意，龙熹一号、龙熹二号、 龙熹三号、龙舰管理、龙熹五号的普通合伙人暨执行事务合伙人由蔡华波先生分别变更为肖小霞、张继 红、陈琼、宁波龙熹四号自有资金投资合伙企业（有限合伙）（委派代表：张大刚）、袁尧杰。员工持 股平台变更普通合伙人暨执行事务合伙人后，其与公司控股股东、实际控制人蔡华波之间基于原普通合 伙人暨执行事务合伙人的身份所形成的一致行动关系相应解除，不再属于《上市公司收购管理办法》中 对一致行动人关系认定的各种情形。本次权益变动不会导致公司控股股东、实际控制人发生变化。 ...

南财智讯11月18日电，江波龙公告，因蔡华波不再担任宁波龙熹一号、龙乙、龙熹三号、龙舰、龙熹五 号等员工持股平台的普通合伙人暨执行事务合伙人，其与上述员工持股平台的一致行动关系解除，导致 权益变动。本次变动前，蔡华波及其一致行动人合计持有公司57.4007%股份；变动后，仅蔡华波与蔡 丽江作为一致行动人，合计持有公司42.1744%股份，持股比例下降15.2263个百分点。各主体实际持股 数量未发生变化，且所持股份不存在质押、冻结或其他权利限制。公司明确，蔡华波仍为控股股东及实 际控制人，控制权未发生变更。蔡华波与蔡丽江承诺自2025年8月5日起12个月内不主动减持直接持有的 公司股份，蔡华波亦承诺至2026年8月6日前不参与员工持股平台的减持计划。 ...

深圳市江波龙电子股份有限公司 简式权益变动报告书 上市公司名称：深圳市江波龙电子股份有限公司 股票上市地点：深圳证券交易所 股票简称：江波龙 股票代码：301308 信息披露义务人 1：蔡华波 住所/通讯地址：浙江省宁波市北仑区大碶街道曹娥江路 16 号 1 幢 3 楼 309 室 信息披露义务人 4：宁波龙乙自有资金投资合伙企业（有限合伙） 住所/通讯地址：深圳市福田区********** 信息披露义务人 2：蔡丽江 住所/通讯地址：上海市浦东新区********** 信息披露义务人 3：宁波龙熹一号自有资金投资合伙企业（有限合伙） 股份变动性质：部分信息披露义务人解除一致行动关系 签署日期：2025 年 11 月 18 日 住所/通讯地址：浙江省宁波市北仑区大碶街道曹娥江路 16 号 1 幢 3 楼 335 室 2 信息披露义务人声明 信息披露义务人 5：宁波龙熹三号自有资金投资合伙企业（有限合伙） 住所/通讯地址：浙江省宁波市北仑区新碶街道曹娥江路 16 号 1 幢 3 楼 336 室 信息披露义务人 6：宁波龙舰自有资金投资合伙企业（有限合伙） 住所/通讯地址：浙江省宁波市北仑区大碶街道曹娥江路 16 ...