Core Viewpoint - Jiangbolong Electronics is set to unlock 300 million restricted shares, accounting for 71.57% of its total share capital, on August 5, signaling shareholder confidence in the company's future development and investment value [2][3]. Group 1: Shareholder Commitments - The controlling shareholder, actual controller, and board members have voluntarily committed not to reduce their holdings for 12 months post the unlock date, reflecting their confidence in the company's long-term prospects [2][3]. - Such voluntary commitments are seen as positive signals in the capital market, enhancing investor confidence and potentially driving the stock price to better reflect the company's fundamental value [2]. Group 2: Business Development and Performance - Jiangbolong has been transitioning into a comprehensive semiconductor storage brand, focusing on high-end storage sectors such as enterprise-level and automotive-grade storage, and has developed capabilities in "eSSD+RDIMM" product design and supply [3]. - In terms of financial performance, the company achieved revenue of 10.125 billion in 2023, marking its first time surpassing the 10 billion threshold, and is projected to reach 17.464 billion in 2024, representing a year-on-year growth of 72.48% [3]. - The company is making significant strides in mid-to-high-end business, overseas operations, and self-developed main control chips, continuously enhancing its business value and shareholder returns [3]. Group 3: Industry Context and Innovation - The storage chip industry is currently experiencing a dual drive of technological innovation and demand recovery, positioning Jiangbolong to leverage its self-developed main control chips and innovative business models to build technical barriers and customized capabilities [3]. - The introduction of new business models such as PTM (Product Technology Manufacturing) and TCM (Technology Contract Manufacturing) is expected to provide industrial support for business breakthroughs in the storage sector [3].
解禁后承诺不减持 江波龙股东以“锁仓”彰显发展信心