证券之星消息，1月15日半导体板块较上一交易日上涨1.74%，蓝箭电子领涨。当日上证指数报收于 4112.6，下跌0.33%。深证成指报收于14306.73，上涨0.41%。半导体板块个股涨跌见下表： 从资金流向上来看，当日半导体板块主力资金净流入54.81亿元，游资资金净流出22.98亿元，散户资金净 流出31.84亿元。半导体板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 301308 | 江波龙 | | 9.31 G | 12.61% | -5.18 Z | -7.02% | -4.13 Z | -5.59% | | 600584 | 长电科技 | | 6.97 Z | 12.92% | -2.09亿 | -3.88% | -4.87 Z | -9.04% | | 002371 | 北方华创 | | 5.01 亿 | 8.12% | -5.00 亿 | -8.10% ...

存储板块首份年报预告出炉，超4倍业绩增长"剧透"行业高景气度。 1月14日，A股存储模组龙头佰维存储发布业绩预告，盈利实现大幅增长。公司预计2025年度实现营业收入100亿元至120亿元，同比增长49.36%至 79.23%；预计实现归母净利润8.5亿元至10亿元，同比大幅增长427.19%至520.22%。 公司表示，从2025年第二季度开始，随着存储价格企稳回升，重点项目逐步交付，公司销售收入和毛利率逐步回升，经营业绩逐步改善。 价格持续上行 面对持续的涨价趋势，各大存储厂商纷纷抛出扩产计划，以把握市场机遇并提升全球市场份额。 同容量下带宽比传统RDIMM高2.5倍以上，降低延迟约20%，尺寸更小，性能有明显优势。 澜起科技在内存接口芯片行业处于领先地位，是全球三大DDR5生产商之一。东吴证券(601555)表示，随着DDR5渗透率持续提升及AI驱动下PCIe Retimer、MRCD/MDB、CKD等新品持续放量，同时公司津逮服务器平台产品线不断拓展，公司业绩有望保持强劲增长态势。 上市公司中，天山电子、长电科技(600584)也公布扩产计划。 此外，近期多家存储厂商的IPO进程值得关注。1月13日，兆 ...

*数据仅供参考，不构成投资建议 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行) | | --- | --- | --- | --- | | 沃尔核材 | 10.01 | 13.75亿元 | 非金属材 | | 航天机电 | 3.72 | 8.49亿元 | 光伏设备 | | 华友钻业 | 7.41 | 8.05亿元 | 能源金属 | | N至信 | 252.01 | 7.20亿元 | 汽车零部 | | 英维克 | 3.13 | 6.94亿元 | 专用设{ | | 立讯精密 | 2.37 | 6.77亿元 | 消费电- | | 四川长虹 | 6.58 | 6.41亿元 | 家电行业 | | 视觉中国 | 7.52 | 5.28亿元 | 文化传媒 | | 赣锋锂业 | 5.01 | 4.74亿元 | 能源金属 | | 南大光电 | 5.46 | 4.40亿元 | 电子化学 | | 广联达 | 7.33 | 4.23亿元 | 软件开发 | 据交易所数据显示，截至1月15日午间收盘，主力资金流入前20的股票分别为： 沃尔核材（13.75亿元）、 航天机电（8.49亿元）、 华友钴业（8.05亿元）、 N ...

Core Viewpoint - The storage module leader, Baiwei Storage, has announced a significant increase in its earnings forecast for 2025, driven by a rapid rebound in storage prices, which has notably improved the profitability of related A-share listed companies [1] Group 1: Company Performance - Baiwei Storage expects to achieve an operating revenue of 10 billion to 12 billion yuan in 2025, representing a year-on-year growth of 49.36% to 79.23% [1] - The company anticipates a net profit attributable to shareholders of 850 million to 1 billion yuan, reflecting a substantial year-on-year increase of 427.19% to 520.22% [1] Group 2: Industry Outlook - A total of 12 storage-related concept stocks are projected to see a year-on-year increase in net profit or a turnaround from losses in 2025 [1] - Notable companies such as Jiangbolong and Allwinner Technology are expected to have net profit growth exceeding 100%, while leading stocks like Zhaoyi Innovation and Lanke Technology forecast net profit growth of over 40% [1]

Market Overview - On January 14, the A-share major indices rose in early trading, with the Shanghai Composite Index up by 0.77%, the Shenzhen Component Index and the ChiNext Index both increasing by over 1%, and the Sci-Tech Innovation Board Index rising by over 2% [1][6] - The precious metals sector led the gains, while the commercial aerospace sector experienced the largest declines [1][6] Sector Performance - The AI e-commerce and GEO concepts showed strong performance, with Liou Co., Ltd. (002131) achieving a four-day consecutive rise, Sanjiang Shopping (three-day consecutive rise), and both Guangyun Technology and Zhidema reaching the daily limit [1][6] - The storage chip sector saw significant fluctuations, with Baiwei Storage rising over 10% during trading, and companies like Guokai Microelectronics, Jiangbolong, Demingli, and Lankai Technology also experiencing gains [4][8] Notable Stocks - Baiwei Storage (佰维存储) rose by 9.93% to 148.82, Guokai Microelectronics (国科微) increased by 9.29% to 133.44, and Jiangbolong (江波龙) rose by 3.77% to 286.90 [5][9] - Other notable stocks included Blue Arrow Electronics (蓝箭电子) up by 9.14%, and Demingli (德明利) up by 3.56% [5][9] Strategic Partnerships - Google announced a collaboration with Walmart and other major retailers to introduce AI shopping features on its Gemini platform [3][8]

（文章来源：每日经济新闻） 每经AI快讯，1月14日，存储器指数强势拉升，成分股表现亮眼，佰维存储涨停，江波龙上涨4.81%， 德明利上涨3.97%，北京君正上涨3.42%，恒烁股份上涨3.38%。 ...

Market Overview - Major indices showed declines: Shanghai Composite Index (-0.64%), Shenzhen Component Index (-1.37%), ChiNext Index (-1.96%), North Star 50 (-2.50%), and Sci-Tech Innovation 50 (-2.80%) [1] - TMT sector led the gains with SW Portal (+6.79%), SW Marketing Agency (+2.49%), and SW Gaming III (+0.40%) [1] - TMT sector faced losses with SW Military Electronics III (-5.41%), SW Communication Terminals and Accessories (-5.34%), and SW Communication Cables and Accessories (-5.20%) [1] Domestic News - XREAL announced a strategic partnership with ASUS ROG to launch the ROG XREAL R1 AR glasses, featuring micro OLED technology with a resolution of 1920 x 1080 and a virtual screen equivalent to 171 inches at 4 meters [2] - Jiangbolong reported that its self-developed UFS4.1 product outperforms market counterparts in process, read/write speed, and stability, gaining recognition from major clients [2] - Yongxi Electronics plans to invest 2.1 billion yuan in a packaging base in Malaysia, focusing on system-level packaging products for AIoT and power modules [2] - Sanan Optoelectronics disclosed that its SiC MOSFET products have begun bulk supply to leading global power manufacturers, targeting data centers and AI servers [2] Overseas News - SK Hynix is investing in its advanced packaging plant P&T7 to meet global AI storage demand, with the plant expected to play a crucial role in commercializing DRAM as HBM [3] - A collaboration between the University of Cambridge and a German research team has led to the successful development of stable and high-performance cubic InGaN materials for red Micro-LED devices [3] - Counterpoint Research forecasts a 2% year-on-year growth in global smartphone shipments in 2025, driven by high-end demand and emerging market growth, with Apple leading the market at a 20% share [3] - The Indian Space Research Organization (ISRO) faced a setback with the PSLV-C62 rocket losing all 16 satellites during its third phase of flight [3] AI News - Apple and Google have announced a multi-year partnership to develop the next generation of Apple Foundation Models based on Google's Gemini model and cloud technology [4] - Zhipu AI and Didi Chuxing have formed a strategic partnership focusing on the development of intelligent agents for transportation scenarios [4] - Tencent Research Institute and Midjourney have launched the Niji v7 anime-specific model, enhancing details and stability for anime-style creations [4] - Nvidia and Eli Lilly are investing $1 billion to establish an AI lab aimed at accelerating drug discovery and personalized treatment [4] Industry Tracking - The FCC has approved SpaceX to launch an additional 7,500 second-generation Starlink satellites, bringing the total approved to 15,000 [5] - The Eighth Research Institute of China Shipbuilding Group has developed a low-vibration helium re-liquefaction system for high-precision instruments [5] - The National Medical Products Administration of China plans to establish standards for medical devices using brain-computer interface technology [5] - LimX Dynamics has released a new embodied intelligent system that allows for dynamic task adjustments during operation [5] Storage Market - The average price of DDR5 16G (2G×8) 4800/5600 DRAM is reported at $33.563, with a 3.27% increase [6] - The average price of DDR4 16Gb (2G×8) 3200 DRAM is reported at $73.500, with a 2.80% increase [6] Semiconductor Material Prices - The average price for 4N zinc oxide powder is reported at 1,465 yuan/kg, with a daily change of 20 yuan [7] - The average price for 5N high-purity zinc is reported at 6,300 yuan/kg, with no daily change [7]

1 月 12 日，江波龙（301308.SZ）在投资者关系活动中披露核心业务进展，公司 mSSD 产品凭借创新封装技术构建成本优势，UFS4.1 产品获头部客户认 可加速导入，同时看好 AI 驱动下存储行业上行周期的持续性。 1 月 12 日，江波龙（301308.SZ）在投资者关系活动中披露核心业务进展，公司 mSSD 产品凭借创新封装技术构建成本优势，UFS4.1 产品获头部客户认 可加速导入，同时看好 AI 驱动下存储行业上行周期的持续性。 公司 mSSD 产品采用 Wafer 级系统级封装（SiP）技术，将主控、NAND、PMIC 等核心元件一次性整合进单一封装体，彻底省去 PCB 贴片、回流焊等多 道 SMT 环节及跨厂转运流程。这一创新使产品交付效率提升 1 倍以上，综合附加成本下降超 10%，同时将原本 PCBA SSD 近千个焊点缩减至零，故障率 （DPPM）从≤1000 降至≤100，质量等级跃升至芯片封装级别。 公司 mSSD 产品采用 Wafer 级系统级封装（SiP）技术，将主控、NAND、PMIC 等核心元件一次性整合进单一封装体，彻底省去 PCB 贴片、回流焊等多 道 SMT 环节 ...

证券代码：301308 证券简称：江波龙 公告编号：2026-002 深圳市江波龙电子股份有限公司 关于为子公司提供担保的进展公告 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。 特别风险提示： 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 ...

Investment Strategy - The report emphasizes focusing on FAB and storage manufacturers that are expanding production and the recovery cycle of analog chips [3] - Longxin plans to raise 29.5 billion yuan, while SMIC Southern will receive a total cash contribution of 7.778 billion USD from shareholders [3] - Recommended companies include SMIC, Hua Hong Semiconductor, Zhongwei Company, and others [3] Market Trends - Microchip CEO noted a broad recovery in multiple end markets, with initial orders for the new quarter significantly better than the same period last year [3] - The storage demand is driven by AI, with prices still in an upward cycle; TrendForce predicts a 55-60% increase in general DRAM contract prices for Q1 2026 [3][30] Company Performance - The semiconductor index rose by 4.47% in December 2025, underperforming the electronics sector by 0.69 percentage points but outperforming the CSI 300 index by 2.19 percentage points [8] - Notable stock performances included Micron Technology (+20.74%) and Microchip Technology (+18.92%) [10] Semiconductor Sales Data - Global semiconductor sales reached 75.28 billion USD in November 2025, marking a year-on-year increase of 29.8% [26] - China’s semiconductor sales accounted for 26.9% of the global total, with a year-on-year growth of 15% [36] Price Trends in Storage - DRAM and NAND Flash contract prices increased in November, with DRAM prices rising from 7.00 USD to 8.10 USD and NAND Flash prices from 5.19 USD to 4.35 USD [30] - Predictions indicate a 55-60% increase in general DRAM contract prices and a 33-38% increase in NAND Flash prices for Q1 2026 [30][32]