千亿市值存储龙头，五大股东拟询价转让股份

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].