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 ...

证券代码：301308 证券简称：江波龙 公告编号：2026-003 深圳市江波龙电子股份有限公司 股东询价转让计划书 4、本次询价转让为非公开转让，不通过集中竞价或大宗交易方式进行。受 让方通过询价转让受让的股份，在受让后 6 个月内不得转让； 5、本次询价转让的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。 一、拟参与转让的股东情况 （一）出让方名称、持股数量、持股比例 出让方委托中信证券股份有限公司（以下简称"中信证券"或"组织券商"）组 织实施江波龙首发前股东询价转让。截至 2026 年 1 月 16 日，出让方所持首发前 股份的数量、占公司总股本比例情况如下： 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）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公告内容与信息披露义务人提供的信息一致。 重要内容提示： 1、本次拟参与深圳市江波龙电子股份有限公 ...

Group 1 - The A-share market opened high but closed lower, with all three major indices experiencing declines [2] - The storage chip sector saw significant gains, with stocks like Jintaiyang hitting the daily limit, and companies such as Yingxin Development, Bocheng Co., and Kangqiang Electronics also reaching their daily limits [2] - Counterpoint Research reported that the storage chip market has entered a "super bull market" phase, surpassing the historical high of 2018 [2] Group 2 - It is projected that storage chip prices will surge by 40% to 50% in Q1 2026, with an additional expected increase of about 20% in Q2 [2]

Group 1: Market Trends - The prices of memory modules and hard drives have surged significantly, increasing by three to four times compared to last year, with daily price hikes of approximately 40 yuan [1][6] - The A-share storage chip sector index rose over 4% today, accumulating a rise of over 18% for the year [2] - The storage stocks in the U.S. market have collectively surged, with major players like SanDisk and Western Digital reaching new highs, which has positively influenced A-share storage stocks [1] Group 2: Individual Stock Performance - Notable individual stock performances include Jin Tai Yang reaching a 20% limit up, while Baiwei Storage and Jingce Electronics rose over 16%, and Huicheng Co. and Blue Arrow Electronics increased over 9% [4] - Baiwei Storage's stock price increased by 16.87% to 183.52, while Jingce Electronics rose by 15.85% to 138.16 [5] Group 3: Price Increases and Demand Drivers - Since September 2025, DDR5 memory prices have increased by over 300%, while DDR4 prices have risen by over 150% [7] - AI servers are consuming 53% of the global monthly memory production capacity, with demand for memory in AI servers being 8-10 times that of regular servers, leading to a significant squeeze on consumer-grade memory supply [7] - The storage market is currently in a "super bull market," surpassing historical highs from 2018, driven by increasing demand from AI and server capacity [7] Group 4: Company Earnings Forecasts - Baiwei Storage expects to achieve revenues between 10 billion to 12 billion yuan for 2025, representing a year-on-year growth of 49.36% to 79.23%, with net profits projected to increase by 427.19% to 520.22% [9] - The company anticipates a quarterly revenue of 3.425 billion to 5.425 billion yuan in Q4 2025, with net profits expected to grow by 1225.40% to 1449.67% [10] Group 5: Analyst Upgrades - Bernstein has significantly raised SanDisk's target price from $300 to $580, citing an unprecedented storage super cycle driven by AI [11] - Wells Fargo has also increased target prices for several storage companies, including SanDisk and Western Digital, reflecting the bullish outlook on the storage sector [12]

Market Performance - The market opened high but closed lower, with the Shanghai Composite Index down 0.26%, the Shenzhen Component down 0.18%, and the ChiNext Index down 0.2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.06 trillion yuan, an increase of 118 billion yuan compared to the previous trading day, with over 2900 stocks declining [1] Semiconductor Sector - The semiconductor industry showed strong performance, with stocks like Changdian Technology hitting the daily limit and reaching a five-year high, while other companies like Meige Technology and Kangqiang Electronics also saw significant gains [2] - The storage chip sector experienced a notable rise, with Jiangbolong's market value at 148.2 billion yuan increasing over 13%, and Baiwei Storage's market value at 86 billion yuan rising over 17%, both reaching historical highs [2] - Counterpoint Research reported that the storage market has entered a "super bull market" phase, expecting a further increase of 40%-50% in Q1 2026 and about 20% in Q2 2026 [2] Market Outlook - Guojin Securities suggests that the A-share market is likely to perform well in the future, driven by marginal improvements in liquidity, with historical trends indicating a continuation of the spring market rally [3] - The ongoing spring market is expected to benefit from a weak recovery in the economy, with technology and cyclical sectors likely to see upward profit growth [4] - Huajin Securities emphasizes that the current external risks are relatively limited, and the focus should remain on growth sectors that are poised for a rebound [4]