Shenzhen Longsys Electronics (301308)

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存储芯片概念股“爆发”,江波龙、德明利股价涨停
Huan Qiu Lao Hu Cai Jing· 2025-09-30 08:21
Group 1: Market Overview - The storage chip sector experienced a collective surge, with stocks like Jiangbolong hitting the daily limit, driven by a price increase in storage chips [1] - Major manufacturers such as SanDisk announced a price hike of over 10% for flash products, while Samsung and Micron also indicated price increases of 10%-30% for their products [1][2] - The price increase trend for storage chips began in Q3 of the previous year, as major companies shifted production from low-margin DRAM to higher-margin products like DDR5 and HBM [1] Group 2: Future Price Projections - The CFM flash memory market report forecasts continued price increases in Q4 2025, with server eSSD prices expected to rise by over 10% and DDR5 RDIMM prices projected to increase by 10%-15% [2] - Other product categories, including Mobile embedded NAND and LPDDR4X/5X, are also expected to see price increases ranging from 5%-15% [2] Group 3: Company Performance - Jiangbolong, a leading domestic semiconductor storage manufacturer, faced a revenue decline of 4.41% in Q1 2025, resulting in a net loss of 1.52 billion yuan [3] - In Q2 2025, Jiangbolong's performance improved significantly, achieving a record high revenue of 59.39 billion yuan, a 39.53% increase from the previous quarter, and a net profit of 2.34 billion yuan, up 215.94% [4] - The company attributed the fluctuations in performance to a recovery in storage demand and improved supply-demand dynamics in the market starting from March 2025 [4]
黄金再创新高!3860与上证试比高!银价4个月拉40%,原来它比黄金还能涨...
雪球· 2025-09-30 08:19
↑点击上面图片 加雪球核心交流群 ↑ 今日沪指震荡上扬,也是给大家包上了节前红包。截至收盘,上证指数涨0.52%,深证成指涨0.35%,创业板指持平,北证50跌0.70%。沪深京 三市全天成交额21972亿元,较上日放量191亿元。全市场超2600只个股上涨。 板块题材上,半导体、能源金属、存储芯片板块走高,大金融板块调整。让我们来看看国庆前最后一个交易日的热点,也祝大家假期愉快。 01 存储芯片全线爆发! 头部厂商的涨价潮蔓延至下游市场,多家模组厂商加紧备货。存储模组大厂威刚日前宣布,自29日起停止DDR4报价,DDR5与NAND闪存优先供 应主要客户;NAND闪存控制芯片大厂群联则已在近日恢复部分报价,价格涨幅约10%。 探究本轮涨价潮的原因,市场分析认为,本轮涨价潮背后是存储行业供需两端的重构。开源证券指出,在供应端,今年以来各大存储厂商均发布减 产计划,存储市场库存去化明显;在需求端,国内外大厂加大AI资本投入,推动企业存储需求升温。 光大证券认为,年末降价格局已被打破,2025年四季度环比增幅优于之前预期。 02 DeepSeek 新模型发布! 今天人工智能应用板块早盘冲高。昆仑万维、科大讯飞、金山 ...
存储芯片板块爆发!全球涨价潮延续,市场供需失衡加剧
Jin Shi Shu Ju· 2025-09-30 07:53
Group 1 - The A-share storage chip sector experienced a strong surge, with significant gains in semiconductor stocks, indicating global market optimism towards storage chips [1] - In September, the storage market entered a second round of price increases, with SanDisk raising prices by over 10% and Micron notifying channel partners of price hikes between 20% to 30% [1][2] - The price adjustments are attributed to supply-demand imbalances, driven by industry giants' capacity adjustments and increased demand from AI applications [2] Group 2 - Market research indicates a 72% increase in the DRAM price index over six months, with consumer SSD prices rising by 40% in just over a month [3] - The rise in demand for high-bandwidth memory (HBM) is driven by the growth of AI applications, with HBM2e prices increasing by 80% and HBM3e exceeding $100 per GB [3] - Storage module manufacturers are feeling the pressure from rising prices, leading to a pause in DDR4 pricing, while companies like Xiaomi are facing margin pressures due to unexpected price increases [3]
江波龙涨停 涨幅20.00%
Zhong Guo Jing Ji Wang· 2025-09-30 07:40
(责任编辑:康博) 中国经济网北京9月30日讯 江波龙(SZ:301308)今日股价涨停,截至收盘报178.03元,涨幅20.00%, 总市值746.20亿元。 ...
存储芯片集体爆发,江波龙20CM涨停!一键双拼“半导体+消费电子”的电子ETF(515260)拉升1.8%
Xin Lang Ji Jin· 2025-09-30 05:37
Group 1 - The electronic ETF (515260) has seen a price increase of 1.8% during the day, currently up 1.43%, indicating positive market sentiment towards the semiconductor and consumer electronics sectors [1] - Over the past 10 days, the electronic ETF has attracted 362 million yuan in investments, reflecting strong confidence in the sector's future performance [1] - As of September 29, the latest scale of the electronic ETF is 936 million yuan, making it the largest ETF tracking the corresponding index [1] Group 2 - Semiconductor stocks are leading the gains in the electronic ETF, with 9 out of the top 10 performing constituent stocks from the semiconductor industry, including Jiangbolong and Zhaoyi Innovation hitting the daily limit [3] - The top-performing stocks include Jiangbolong with a 20% increase, Zhaoyi Innovation with a 10% increase, and others like Lanke Technology and Changdian Technology showing significant gains [5] - The consumer electronics leader GoerTek has also seen a rise of over 4%, potentially driven by the popularity of AI glasses [3] Group 3 - The storage market is experiencing a second round of price increases, with SanDisk announcing a price hike of over 10% and Micron Technology notifying a 20%-30% increase for its storage products [5] - The release of DeepSeek-V3.2-Exp has seen multiple domestic chip manufacturers adapt to the new model, indicating advancements in the AI chip sector [6] - The domestic AI chip industry is viewed positively, with a full industry chain integration from advanced processes to model acceleration by major tech companies [6] Group 4 - The iPhone 17 is experiencing strong sales, marking a significant year for Apple, with the electronic ETF's constituent stocks related to Apple's supply chain accounting for 43.34% of the total weight [7] - The electronic industry is currently in an innovation phase, with expectations for rapid growth driven by breakthroughs in terminal innovation and profit releases [7] - The electronic ETF tracks the electronic 50 index, focusing on semiconductor and consumer electronics sectors, and includes popular industries such as AI chips and cloud computing [8]
见证历史,市场行情突变
Zhong Guo Ji Jin Bao· 2025-09-30 05:09
【导读】上午A股三大股指收涨,芯片产业链爆发,半导体、存储芯片等概念板块走强 来看具体情况—— 伙伴们,国庆中秋长期马上就到了,今天是节前最后一个交易日,基金君和你一起关注今天上午的市场行情。 9月30日上午,A股三大股指在小幅开盘后持续攀升,创业板指盘中涨超1%,随后涨幅收窄。截至午间收盘,沪指报3878.13点,涨0.4%,深证成指涨 0.31%,创业板指涨0.06%。 沪深两市半日成交额为1.36万亿元,较上个交易日放量763亿元。个股涨多跌少,市场共2977只个股上涨,48只个股涨停,2331只个股下跌。 从板块看,大科技普涨,存储芯片板块高开高走,光刻机概念板块表现活跃,航天军工、有色金属板块大幅上涨;大金融板块出现回调,通信设备板块走 弱。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 存储器 | 锂电电解液 | ASIC芯片 | 钻矿 | 锂电正极 | 教育 | 航天军工 | 基本金属 | 半导体 | 综合类 | | 5.81% ...
见证历史!刚刚,突变
Zhong Guo Ji Jin Bao· 2025-09-30 05:01
Market Overview - A-shares saw a rise in all three major indices, with the Shanghai Composite Index closing at 3878.13 points, up 0.4% [1][2] - The Shenzhen Component Index increased by 0.31%, while the ChiNext Index rose by 0.06% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.36 trillion yuan, an increase of 763 billion yuan compared to the previous trading day [2] Sector Performance - The technology sector experienced a broad rally, particularly in the semiconductor and storage chip segments, with the storage index rising by 5.81% [3][4] - The aerospace and military, as well as non-ferrous metal sectors, saw significant gains, while the financial sector experienced a pullback [3] Notable Stocks - Jiangbolong hit the daily limit with a 20% increase, while Huahong Semiconductor surged by 15.16% [5] - Zhaoyi Innovation rose over 8%, with a current share price of 213.03 yuan and a market capitalization of 141.9 billion yuan [6] - Other notable gainers included Hengsuo Co., Bawei Storage, and Jucheng Co., all rising over 10% [7] Battery Sector - The solid-state battery sector continued its upward trend, with lithium battery electrolyte and cathode segments also performing well [10] - Shida Shenghua and Tianji Co. both reached the daily limit with a 10% increase [10] Non-Ferrous Metals - The non-ferrous metals sector remained strong, with the cobalt index rising over 4% [12] - Shengtun Mining increased by 9.7%, while other companies like China Molybdenum and Tianyuan Cobalt also saw gains [12] Precious Metals - The precious metals sector saw an increase, with spot gold surpassing $3860 per ounce, marking a rise of over $100 this week [14][15]
A股近3000股上涨,存储芯片多股涨超10%,黄金站上3860美元
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-30 04:07
Market Overview - As of September 30, the Shanghai Composite Index rose by 0.40%, the Shenzhen Component Index increased by 0.31%, and the ChiNext Index saw a slight rise of 0.06%. The STAR Market 50 Index surged by 2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.37 trillion yuan, an increase of 76.1 billion yuan compared to the previous trading day, with nearly 3,000 stocks rising across the market [1] Storage Chip Sector - The storage chip sector experienced significant gains, with stocks like Jiangbolong (301308) rising by 20% and several others increasing by over 10% [2] - Major storage manufacturers, including SanDisk, Micron, Samsung, and Western Digital, have announced price increases since September, leading to a ripple effect in the downstream market as module manufacturers ramp up inventory [3][4] - Adata announced it would stop quoting DDR4 prices and prioritize supply of DDR5 and NAND flash to major clients, while Phison has resumed some pricing with a 10% increase [3][4] AI and Semiconductor Sector - The AI sector saw a collective rise, with stocks like Dahong Technology hitting the daily limit up of 20%, and others like Kaipu Cloud and Tuolisi rising over 5% [4] - The launch of DeepSeek-V3.2-Exp has led to a significant reduction in service costs, with API prices dropping by over 50%, prompting several domestic chip manufacturers to adapt to the new model [5][6] - Analysts from Huaxin Securities noted that the domestic AI chip industry is entering a new era, with a complete industrial chain from advanced processes to model acceleration being established [6][7] Gold Market - On September 30, spot gold prices reached a new high of $3,860 per ounce, marking a 0.72% increase for the day [11] - Domestic gold jewelry prices have also risen, with brands like Chow Sang Sang and Luk Fook reporting prices of 1,125 yuan per gram, an increase of 14 yuan from the previous day [13] - Analysts from Guohai Securities indicated that the long-term trend of gold prices is influenced by the strength of the US dollar and inflation expectations, with current conditions favoring gold due to potential stagflation [13]
A股近3000股上涨,存储芯片多股涨超10%,黄金站上3860美元
21世纪经济报道· 2025-09-30 04:00
Market Overview - As of September 30, the Shanghai Composite Index rose by 0.40%, the Shenzhen Component Index increased by 0.31%, and the ChiNext Index saw a slight rise of 0.06%. The STAR Market 50 Index surged by 2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.37 trillion yuan, an increase of 761 billion yuan compared to the previous trading day, with nearly 3,000 stocks rising [1] Storage Chip Sector - The storage chip sector experienced significant growth, with stocks like Jiangbolong rising by 20% and several others increasing by over 10% [2] - Major storage manufacturers, including SanDisk, Micron, Samsung, and Western Digital, have announced price increases since September, leading to a ripple effect in the downstream market [4] - Adata, a major storage module manufacturer, has stopped quoting DDR4 prices and prioritized the supply of DDR5 and NAND flash to key clients. Additionally, Phison has resumed some pricing with a price increase of approximately 10% [4] - The price surge is attributed to a restructuring of supply and demand in the storage industry, with significant inventory reduction and increased demand driven by AI investments from major companies [4] AI Sector - AI-related stocks saw a collective surge, with companies like Dahong Technology hitting the daily limit of 20% increase, and others like Kaipu Cloud and Tuolisi rising over 5% [5] - The launch of DeepSeek's new model, which significantly reduces service costs, has led to a 50% decrease in API costs for developers [6][7] - Domestic chip manufacturers have completed adaptations for DeepSeek's latest model, indicating a breakthrough in the domestic AI industry chain [7] Market Sentiment and Predictions - Optimistic sentiment prevails as multiple brokerages recommend holding stocks through the National Day holiday, with a 60% probability of the A-share market rising in the five trading days post-holiday [9][11] - Historical data shows that in 10 out of the last 15 years, the Shanghai Composite Index has risen in the five trading days following the National Day holiday [11] Gold Market - On September 30, spot gold prices reached a new high of $3,860 per ounce, marking a 0.72% increase [13] - Domestic gold jewelry prices have also risen, with brands like Chow Sang Sang and Luk Fook reporting prices of 1,125 yuan per gram, an increase of 14-15 yuan per gram [15] - Long-term trends for gold prices are influenced by the strength of the US dollar and inflation expectations, with current geopolitical events and monetary policy changes also playing significant roles [15]