Core Viewpoint - Jiangbolong (301308.SZ) announced that its major shareholders and executives have voluntarily committed not to reduce their holdings of company shares for a period of 12 months following the lifting of restrictions on August 5, 2025, demonstrating confidence in the company's future development and long-term investment value [1] Group 1 - The controlling shareholders, including Chairman and General Manager Cai Huabo, and actual controller Cai Lijiang, have issued a commitment letter regarding their shareholding [1] - The commitment period is from August 5, 2025, to August 4, 2026, during which they will not actively reduce their shareholdings in any manner [1] - Any shares acquired during this period through stock dividends or capital reserve increases will also be subject to the same non-reduction commitment [1] Group 2 - In the event of a breach of this commitment, all proceeds from the sale of shares will belong to the company, and the violators will bear legal responsibilities [1]

2024年1至12月份，江波龙的营业收入构成为：存储行业占比100.0%。 （文章来源：每日经济新闻） 江波龙（SZ 301308，收盘价：90.69元）7月30日晚间发布公告称，公司限售股份3亿股将于2025年8月5 日解禁并上市流通，占公司总股本比例约为71.57%。 ...

证券代码：301308 证券简称：江波龙 公告编号：2025-050 深圳市江波龙电子股份有限公司 关于首次公开发行前已发行的部分股份上市流通提示性公告 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。 特别提示： 1、本次解除限售的股份为深圳市江波龙电子股份有限公司（以下简称 "公司"）首次公开发行前已发行的部分股份。 2、本次解除限售股东户数共计 16 户，解除限售股份的数量合计 300,000,000 股，占公司总股本的 71.5742%。限售期限为自公司股票首次公开发 行并上市之日起 36 个月内。 3、本次解除限售的股份上市流通日期为 2025 年 8 月 5 日（星期二）。 4、在本次限售股份解除限售后，公司控股股东及其一致行动人、其他大 股东、董事、高级管理人员、特定股东应当遵守《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》《上市公司股 东减持股份管理暂行办法》等相关法律、法规减持股份的规定。 5、基于对公司未来持续稳定发展和对长期投资价值的信心，切实维护投 资者权益和资本市场的稳定，蔡华波先生、蔡丽江女士 ...

（一）本次申请解除限售股份的发行上市情况 中信建投证券股份有限公司 关于深圳市江波龙电子股份有限公司 首次公开发行前已发行的部分股份上市流通的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐机构"） 作为深圳市江波龙电子股份有限公司（以下简称"江波龙"或"公司"）首次公 开发行股票并在创业板上市的保荐及持续督导机构，根据《证券发行上市保荐 业务管理办法》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》 《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指 引第 2 号——创业板上市公司规范运作》等有关规定，对公司首次公开发行前 已发行的部分股份上市流通事项进行了审慎核查，具体情况如下： 一、本次解除限售股份的基本情况 二、申请解除股份限售股东履行承诺情况 本次申请解除股份限售的股东共计 16 户。 （一）根据公司《首次公开发行股票并在创业板上市招股说明书》及《首 次公开发行股票并在创业板上市之上市公告书》，本次申请解除股份限售的股东 做出的各项承诺具体内容如下： 经中国证券监督管理委员会《关于同意深圳市江波龙电子股份有限公司首 次公开发行股票注册的批复》（证 ...

证券代码：301308 证券简称：江波龙 公告编号：2025-049 深圳市江波龙电子股份有限公司 关于公司控股股东、实际控制人及部分董事自愿承诺十二 个月内不主动减持公司股份的公告 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。 深圳市江波龙电子股份有限公司（以下简称"公司"）于近日收到公司控 股股东、实际控制人、董事长、总经理蔡华波先生，实际控制人蔡丽江女士， 董事王景阳先生出具的《关于自愿承诺不主动减持公司股份的告知函》，现将 相关情况公告如下： 一、承诺主体及基本情况 截止至本公告披露日，各承诺主体及其持有公司股票情况如下： | 承诺主体 | 承诺主体身份 | 持股数量 （万股） | 持股比例 | | --- | --- | --- | --- | | 蔡华波 | 控股股东、实际控制 人、董事长、总经理 | 16,207.19 | 38.67% | | 蔡丽江 | 实际控制人 | 1,470.00 | 3.51% | | 王景阳 | 董事 | 473.12 | 1.13% | | 合计 | - | 18,150.31 | 43.30% | 注：1、以上 ...

人民财讯7月30日电，江波龙（301308）7月30日晚间公告，公司控股股东、实际控制人、董事长、总经 理蔡华波，实际控制人蔡丽江，董事王景阳自愿承诺自2025年8月5日首发前限售股份解除限售之日起12 个月内（即2025年8月5日至2026年8月4日），不以任何方式主动减持本人直接持有的公司股份。 ...

Core Points - The controlling shareholder and actual controller Cai Huabo holds 162 million shares, accounting for 38.67% of the company [1] - The actual controller Cai Lijiang holds 14.7 million shares, accounting for 3.51% [1] - Director Wang Jingyang holds 4.7312 million shares, accounting for 1.13% [1] - The three shareholders combined hold 182 million shares, representing 43.30% of the total [1] - The three shareholders have committed not to reduce their holdings in any way from August 5, 2025, to August 4, 2026, for a period of 12 months [1] - Shares increased due to equity distribution will also adhere to the aforementioned non-reduction commitment [1]

通过天眼查大数据分析，深圳市江波龙电子股份有限公司共对外投资了17家企业，参与招投标项目65 次，知识产权方面有商标信息475条，专利信息730条，此外企业还拥有行政许可12个。 江波龙最新一期业绩显示，截至2025一季报，公司营业总收入42.56亿元、同比减少4.41%，归属净利润 15181.45万元，同比减少139.52%，扣非净利润20204.16万元，同比减少155.64%，流动比率1.501、速动 比率0.499、资产负债率59.95%。 天眼查商业履历信息显示，深圳市江波龙电子股份有限公司，成立于1999年，位于深圳市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本41598.1564万人民币，实缴资本 7987.284万人民币。公司法定代表人为蔡华波。 金融界消息 截至2025年7月30日收盘，江波龙（301308）报收于90.69元，下跌0.37%，换手率8.4%，成 交量10.00万手，成交金额9.16亿元。 资金流向方面，今日主力资金净流入4020.14万元，占比成交额4.39%。其中，超大单净流入4724.69万 元、占成交额5.16%，大单净流出704.56万 ...

Core Viewpoint - The company, Jiangbolong, focuses on self-developed main control chips to meet high-end product demands, having launched three main control chips for eMMC, SD cards, and automotive-grade USB products, with cumulative applications exceeding 30 million units [1] Group 1 - The company has successfully completed the first batch of tape-out for UFS self-developed main control chips [1] - The main control chips offer significant performance and power consumption advantages compared to similar market products [1] - The company aims to maintain and expand its leading position in various storage markets based on its main control chip technology [1] Group 2 - A significant increase in the application scale of self-developed main control chips is expected in 2025 [1] - The company will continue long-term cooperation with third-party main control chip manufacturers to enhance its product portfolio [1] - The collaboration aims to provide a more diverse range of storage solutions by leveraging the technological advantages of independent main control chip manufacturers [1]

Group 1: Company Growth and Market Position - The company achieved a revenue of 319 million CNY in Q1 2025 for its enterprise-level storage products, representing a growth of over 200% year-on-year [3] - The company is one of the few A-share listed companies that publicly disclose specific performance metrics for enterprise-level storage products, showcasing its unique market position [3] - The company has established strong recognition among major clients across various industries, including large internet companies and telecom operators, indicating robust adaptability and reliability of its products [3] Group 2: TCM Model and Strategic Partnerships - The company has successfully established a TCM (Technology Contract Model) partnership with SanDisk, leveraging its leading capabilities in chip design and manufacturing [5] - The UFS 4.1 products, featuring the company's self-developed main control chip, demonstrate superior performance with sequential read/write speeds of 4350MB/s and 4200MB/s, and random read/write speeds of 630K IOPS and 750K IOPS [5] - The TCM model is expected to enhance revenue and profit by increasing visibility in supply and demand, thereby mitigating price volatility and creating sustained value [5] Group 3: Self-Developed Main Control Chip - The company has launched three main control chips for eMMC, SD cards, and automotive-grade USB products, with cumulative applications exceeding 30 million units [6] - The company anticipates significant growth in the application scale of its self-developed main control chips throughout 2025, maintaining its competitive edge in the storage market [7] - The company plans to continue collaborating with third-party main control chip manufacturers to diversify its product offerings and enhance storage solutions [7] Group 4: Market Trends and Price Outlook - The semiconductor storage market has shown signs of recovery since late March 2025, driven by inventory digestion and increased downstream demand [7] - Price trends for storage products are expected to rise in Q3 2025 due to production cuts announced by major storage wafer manufacturers and increased demand from server OEM customers and mobile storage capacity upgrades [7]