Core Viewpoint - Jiangbolong (301308) announced that five of its major shareholders plan to transfer a total of 12.57 million shares, accounting for 3% of the company's total share capital, due to their own funding needs [2][4]. Shareholder Information - The five shareholders involved in the transfer are all associated with Jiangbolong's initial public offering and have now terminated their concerted action relationship. The controlling shareholder has committed not to participate in this transfer [4][9]. - The shareholders planning to transfer shares include: - Longxi No.1: 17,516,047 shares (4.18%) - Longxi No.2: 17,516,047 shares (4.18%) - Longxi No.3: 16,410,859 shares (3.92%) - Longjian Management: 6,575,485 shares (1.57%) - Longxi No.5: 5,801,905 shares (1.38%) [5][6]. Transfer Details - Each shareholder will transfer approximately 19.70% of their holdings, with Longxi No.1 and Longxi No.2 transferring the largest amounts of 3,451,142 shares each, representing 0.82% of the total share capital [8]. - The transfer price will be set at no less than 70% of the average trading price over the 20 trading days prior to January 16, and the transfer will be conducted through a market-based inquiry process [8][9]. Company Performance - Jiangbolong is recognized as the largest comprehensive storage module manufacturer in China, with products covering NAND Flash and DRAM storage, targeting consumer, enterprise, and industrial applications [10]. - For the first three quarters of 2025, Jiangbolong reported revenue of 16.734 billion yuan, a year-on-year increase of 26.12%, and a net profit attributable to shareholders of 713 million yuan, up 27.95% [10]. - The company has indicated that advancements in high-end storage, overseas business, and self-developed main control chips will drive its profitability [10]. Market Performance - As of January 16, Jiangbolong's stock closed at 353.48 yuan per share, up 13.48%, with a total market capitalization of approximately 148.2 billion yuan, reaching a historical high during the trading session [11].

Group 1: North Rare Earth - North Rare Earth expects a net profit of 2.176 billion to 2.356 billion yuan for 2025, representing a year-on-year increase of 116.67% to 134.60% [1] - The company has achieved a significant reduction in inventory for lanthanum and cerium products, with sales exceeding production for the first time [1] - Key products such as rare earth metals, functional materials, and permanent magnet motors have all seen varying degrees of growth in production and sales [1] Group 2: Victory Technology - Victory Technology forecasts a net profit of 4.16 billion to 4.56 billion yuan for 2025, marking a year-on-year growth of 260.35% to 295% [2] - The company has positioned itself as a core partner for leading tech firms in AI computing and data center upgrades, with several high-end products achieving large-scale production [2] - The shift towards high-value, high-complexity products has significantly improved the company's product mix and overall performance [2] Group 3: Lanke Technology - Lanke Technology anticipates a net profit of 2.15 billion to 2.35 billion yuan for 2025, reflecting a year-on-year increase of 52.29% to 66.46% [3] - The company has seen a notable increase in the shipment volume of interconnect chips, driven by strong demand in the AI sector [3] Group 4: Cambridge Technology - Cambridge Technology projects a net profit of 252 million to 278 million yuan for 2025, with a year-on-year increase of 51.19% to 66.79% [4] - The growth is primarily driven by the expansion of its core businesses, particularly in high-speed optical modules, which have benefited from AI and data center demands [4] Group 5: Junda Co., Ltd. - Junda Co., Ltd. expects a net loss of 1.2 billion to 1.5 billion yuan for 2025, attributed to an imbalance in supply and demand within the photovoltaic industry [5] - The company is facing operational pressures despite strong global demand for photovoltaic batteries, leading to a phase of significant losses [5] Group 6: Huazhen Hotel - Huazhen Hotel's controlling shareholder is planning a merger and restructuring, which may lead to a change in the actual controller to the Hunan Provincial State-owned Cultural Assets Supervision and Administration Commission [7]

格隆汇1月16日丨江波龙(301308.SZ)公布，本次拟参与深圳市江波龙电子股份有限公司首次公开发行前 股东询价转让的股东为龙熹一号自有资金投资合伙企业（有限合伙）（简称"龙熹一号"）、宁波龙乙自 有资金投资合伙企业（有限合伙）（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）（简称"龙熹三号"）、宁波龙舰自有资金投资合伙企业（有限合伙）（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）（简称"龙熹五号"） （合称"出让方"）；公司控股股东、 实际控制人承诺通过出让方间接持有的公司股份不参与本次询价转让；出让方拟转让股份总数为 12,574,358股，占公司总股本比例为3.00%。 ...

人民财讯1月16日电，江波龙（301308）1月16日公告，股东龙熹一号、龙熹二号、龙熹三号、龙舰管 理、龙熹五号拟询价转让公司股份1257.44万股，占公司总股本的3%。 ...

江波龙（301308）(301308.SZ)发布股东询价转让计划书，本次拟参与公司首次公开发行前股东询价转 让的股东为龙熹一号、龙熹二号、龙熹三号、龙舰管理、龙熹五号(以下合称"出让方")，出让方拟转让 股份总数为1257.44万股，占公司总股本比例为3.00%。 ...

智通财经APP讯，江波龙(301308.SZ)发布股东询价转让计划书，本次拟参与公司首次公开发行前股东询 价转让的股东为龙熹一号、龙熹二号、龙熹三号、龙舰管理、龙熹五号(以下合称"出让方")，出让方拟 转让股份总数为1257.44万股，占公司总股本比例为3.00%。 ...

Group 1 - Su Dawei Ge's wholly-owned subsidiary plans to invest in a fund focusing on semiconductor, new energy, AI, and aerospace sectors, contributing 20 million yuan for a 10.2302% stake [2] - Shimao Energy terminates plans for a change in control after failing to reach consensus on key terms, with stock resuming trading on January 19 [3] - Huatian Hotel's controlling shareholder is planning a merger and restructuring, potentially changing the actual controller to the Hunan Provincial State-owned Cultural Assets Supervision and Administration Commission [4] Group 2 - Jinpu Titanium's subsidiary Xuzhou Titanium will cease production due to intensified market competition, which is expected to significantly impact revenue in 2026 [5] - Dingxin Communications' deputy general manager is under investigation by the CSRC for suspected short-term trading of company stock, but it will not affect the company's operations [6] - Xinhang New Materials plans to acquire 51% of Hairete for 12.8826 million yuan to explore new growth points [7] Group 3 - Hualan Co.'s controlling shareholder raises the upper limit of its share buyback plan from 58.08 yuan to 86.66 yuan per share [8] - Wanhua Chemical's MDI Phase II facility has resumed normal production after maintenance [9] - Junsheng Electronics introduces a strategic investor, with a 1 billion yuan investment aimed at reducing overall debt [10] Group 4 - Jiangbolong announces five shareholders plan to transfer 3% of the company's shares through a pricing inquiry [11] - Haitai Technology expects a net profit increase of 226.86% to 323.97% in 2025, driven by high industry demand and increased orders [13] - Northern Rare Earth anticipates a net profit increase of 116.67% to 134.6% in 2025 due to successful market expansion [14] Group 5 - Lanke Technology forecasts a net profit increase of 52.29% to 66.46% in 2025, benefiting from the AI industry trend [15] - Keda expects a net profit increase of 52.21% to 67.43% in 2025, driven by growth in data center and new energy sectors [16] - Cambridge Technology predicts a net profit increase of 51% to 67% in 2025, supported by strong demand in core business areas [17] Group 6 - China Electric Research anticipates a net profit of 533 million yuan in 2025, a 14.04% increase year-on-year [18] - China Automotive Research expects a net profit of 1.06 billion yuan in 2025, a 17.85% increase year-on-year [19] - Zhongcheng Co. forecasts a net profit of 276 million to 414 million yuan in 2025, recovering from a previous loss [20] Group 7 - Junda Co. expects a net loss of 1.2 billion to 1.5 billion yuan in 2025, worsening from a previous loss of 591 million yuan [21] - Guangdian Network anticipates a net loss of 1.29 billion to 1.55 billion yuan in 2025, attributed to declining traditional business revenue [22] - Jiugang Hongxing predicts a net loss of approximately 1.879 billion yuan in 2025, an improvement from a previous loss of 2.617 billion yuan [23] Group 8 - Jinbo Co. expects a net loss of around 1.4 billion yuan in 2025, worsening from a previous loss of 815 million yuan [24] - Dongjiang Environmental anticipates a net loss of 1.05 billion to 1.35 billion yuan in 2025, due to ongoing industry adjustments [25] - Daqing Energy forecasts a net loss of 1 billion to 1.3 billion yuan in 2025, despite improvements in production costs [26] Group 9 - Dongzhu Ecology expects a net loss of 935 million to 1.135 billion yuan in 2025, impacted by macroeconomic factors [27] - Weiyuan Co. anticipates a net loss of 950 million to 1.05 billion yuan in 2025, turning from profit to loss [28] - Huanghe Xuanfeng predicts a net loss of 850 million yuan in 2025, an improvement from a previous loss of 983 million yuan [29] Group 10 - Fushun Special Steel expects a net loss of 770 million to 870 million yuan in 2025, turning from profit to loss [30] - China First Heavy Industries anticipates a net loss of 310 million to 460 million yuan in 2025, significantly reducing losses compared to the previous year [31] - Jishi Media forecasts a net loss of 364 million to 455 million yuan in 2025, with overall revenue expected to remain stable [33] Group 11 - Guangxi Energy expects a net loss of 170 million to 220 million yuan in 2025, turning from profit to loss [34] - Baike Bio anticipates a net loss of 220 million to 280 million yuan in 2025, turning from profit to loss due to declining vaccine sales [35] - Zhongtai Auto expects to remain in a loss position for 2025, with a projected positive net asset value by year-end [36] Group 12 - Nasda anticipates a loss for 2025 due to significant asset sales and industry policy adjustments [37] - Rongsheng Development expects to report a loss for 2025, with the amount not exceeding the previous year's audited net assets [38] Group 13 - China National Materials signs a contract worth 299 million Canadian dollars for engineering services in Canada [40] - Dayu Water-saving's subsidiary wins a project worth 133 million yuan for water source guarantee engineering [41] - Hailu Heavy Industry reports new orders totaling 1.941 billion yuan for 2025 [42]

江波龙公告，龙熹一号、龙熹二号、龙熹三号、龙舰管理、龙熹五号5名股东合计拟减持1257.44万股， 占公司总股本3.00%。减持原因均为自身资金需求。减持方式为询价转让，不通过集中竞价或大宗交易 方式进行，受让方为具备相应定价能力和风险承受能力的机构投资者。 ...

证券代码：301308 证券简称：江波龙 公告编号：2026-004 深圳市江波龙电子股份有限公司（以下简称"公司"）提供的担保总额超过 公司最近一期经审计净资产的 100%，其中对资产负债率超过 70%的单位的担保 总额超过公司最近一期经审计净资产 50%，前述担保全部为公司对合并报表范围 内子公司的担保，敬请投资者充分关注担保风险。 一、担保情况概述 公司于 2025 年 3 月 19 日、2025 年 4 月 11 日分别召开了第三届董事会第八 次会议、第三届监事会第八次会议以及 2024 年年度股东大会，会议审议通过了 《关于公司 2025 年度担保额度预计的议案》。 为了满足公司 2025 年度日常经营及业务发展所需，自 2024 年年度股东大会 审议通过之日起至 2025 年年度股东会召开之日止，公司拟为子公司向银行等金 融机构申请综合授信或其他日常经营所需，提供总额不超过人民币 110 亿元（或 等值外币）的担保额度。 其中经审议通过的公司为子公司江波龙电子（香港）有限公司（以下简称"香 港江波龙"）提供担保额度的具体情况如下： | 担保方 | 被担保方 | 担保方持股 | 被担保方最近一 | ...

中信证券股份有限公司 关于深圳市江波龙电子股份有限公司股东 向特定机构投资者询价转让股份 相关资格的核查意见 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 1 中信证券股份有限公司（以下简称"中信证券"）受深圳市江波龙电子股份 有限公司（以下简称"江波龙"）股东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）（以下合称"出让方"）委托， 组织实施本次江波龙首发前股东向特定机构投资者询价转让（以下简称"本次询 价转让"）。 根据《上市公司股东减持股份管理暂行办法》《深圳证券交易所创业板股票 上市规则（2025 年修订）》《深圳证券交易所上市公司自律监管指引第 18 号 ——股东及董事、高级管理人员减持股份（2025 年修订）》《深圳证券交易所 上市公司自律监管指引第 16 号——创业板上市公司股东询价和配售方式转让股 份（2025 年修订）》（以下简称"《询价转让和配售指引》"）等相关规定， 中信证券对参与本次询价转让股东 ...