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 ...

证券代码：301308 证券简称：江波龙 公告编号：2025-079 深圳市江波龙电子股份有限公司 关于股东解除一致行动关系暨权益变动的提示性公告 股东蔡华波先生、蔡丽江女士、宁波龙熹一号自有资金投资合伙企业（有限合 伙）、宁波龙乙自有资金投资合伙企业（有限合伙）、宁波龙熹三号自有资金投资 合伙企业（有限合伙）、宁波龙舰自有资金投资合伙企业（有限合伙）、宁波龙熹 五号自有资金投资合伙企业（有限合伙）保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 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。 特别提示： 1、本次权益变动系股东宁波龙熹一号自有资金投资合伙企业（有限合伙） （以下简称"龙熹一号"）、宁波龙乙自有资金投资合伙企业（有限合伙）（以下 简称"龙熹二号"）、宁波龙熹三号自有资金投资合伙企业（有限合伙）（以下简 称"龙熹三号"）、宁波龙舰自有资金投资合伙企业（有限合伙）（以下简称"龙 舰管理"）、宁波龙熹五号自有资金投资合伙企业（有限合伙）（以下简称"龙熹 五号"） （以下合称"员工持股平台"）的普通合伙人暨执行事务合伙 ...

Core Viewpoint - The storage chip market is experiencing a significant price surge, driven by increased demand from AI data centers, leading to higher costs for end products and potential price hikes in consumer electronics [1][11][12]. Price Surge and Market Dynamics - The price of memory modules has increased dramatically, with some products seeing a nearly 70% rise in just one month [3]. - A specific DDR5 memory module rose from approximately 1000 RMB to 1679 RMB within a month, indicating a strong upward trend in pricing [3]. - The current market conditions are characterized by a lack of inventory, with many products showing as out of stock, leading to rapid price fluctuations [4]. Supply Chain and Manufacturer Impact - Chip procurement is becoming increasingly volatile, with prices changing daily and significant increases noted in the cost of storage materials [4][5]. - Major manufacturers like Samsung and SK Hynix are benefiting from this price increase, reporting substantial revenue and profit growth [7][8]. - The financial performance of storage module manufacturers has also improved significantly, with companies like Jiangbolong and Bawei Storage reporting revenue increases of over 50% [8]. Consumer Electronics and Pricing Pressure - The rising costs of storage components are expected to lead to increased prices for smartphones and laptops, with estimates suggesting a 5-15% increase in retail prices [9][10]. - Several smartphone manufacturers have already begun raising prices, citing increased storage costs as a primary factor [10]. Future Outlook and Demand Trends - The demand for storage products is expected to remain strong, particularly due to the ongoing growth in AI and data center requirements, with projections indicating that this trend will continue until at least the end of 2026 [11][13]. - Analysts predict that the fourth quarter will see further price increases for DRAM and NAND flash memory due to limited supply and heightened demand from cloud service providers [12].

Core Insights - The article highlights the rapid rise of Chinese storage companies, particularly Jiangbolong, which is redefining SSD standards with its innovative "Office is Factory" flexible manufacturing model and the introduction of integrated packaging mSSD technology [1] Integrated Packaging: Foundation for Quality Improvement - The mSSD utilizes Wafer-level System-in-Package (SiP) technology, integrating controller chips, storage chips, passive components, and various integrated circuits into a single package, significantly reducing solder points from nearly a thousand in traditional PCBA SSDs to zero, thus enhancing reliability and lowering the failure rate (DPPM) from ≤1000 to ≤100 [2] Streamlined Processes: A Model for Cost Reduction and Efficiency - Compared to traditional SSD manufacturing, mSSD simplifies production steps by eliminating multiple SMT processes and transportation between factories, achieving a one-step packaging from wafer to product, which doubles delivery efficiency and reduces overall costs by over 10% [3] Flexible Expansion: A Tool for Diverse Needs - The mSSD features a compact 20×30mm design that allows for flexible installation and compatibility with M.2 2230 specifications, offering capacity options from 512GB to 4TB, and includes a tool-free snap-on heat expansion card, enhancing compatibility and reducing maintenance costs across various applications such as AI, robotics, and gaming [4] Environmental Responsibility: Commitment to Sustainable Development - The production process of mSSD avoids high-energy-consuming SMT steps, significantly lowering energy consumption and carbon emissions, thus addressing customer demands for low-carbon solutions and demonstrating the social responsibility of Chinese storage companies [5]