【中天精装参股企业在存储芯片等领域取得进展】11月25日消息，中天精装参股的深圳远见智存科技有 限公司聚焦高带宽存储芯片(HBM)领域。目前，其HBM2/2e产品已完成终试，正推进量产与升级； HBM3/3e处于研发阶段，已完成前期预研和部分设计工作。 该公司另一参股企业科睿斯半导体科技(东 阳)有限公司，主营ABF载板相关业务，产品用于CPU、GPU、AI及车载等高算力芯片封装。项目一期 已投产，进展顺利。 此外，中天精装参股的合肥鑫丰科技有限公司专注存储芯片封测领域，为客户提 供封装与测试一体化服务。 本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 和闭猎报 11.25 21:12:15 周= 本文由 Al 算法生成,仅作参考,不涉投资建议,使用风险自担 和讯财经 和而不同 迅达天下 扫码查看原文 中天精装:参股企业HBM产品进展及 业务布局情况 【中天精装参股企业在存储芯片等领域取得进展】 11月25日消息,中天精装参股的深圳远见智存科技 有限公司聚焦高带宽存储芯片(HBM)领域。目前, 其HBM2/2e产品已完成终试,正推进量产与升级; HBM3/3e处于研发阶段,已完成前期预研和部分设 ...

证券之星消息，2025年11月25日江波龙（301308）发布公告称公司于2025年11月20日接受机构调研，长江 证券、中银基金、国盛证券、嘉实基金参与。 具体内容如下： 问：当前全球存储晶圆供应紧张，公司在存储晶圆的获取方面，是否具备足够的保障？ 答：根据灼识咨询的数据，公司是全球第二大独立存储器企业及中国最大的独立存储器企业，这一行业地 位有助于公司与全球主要存储晶圆原厂建立超越常规采购关系的长期直接合作。公司已与存储晶圆原厂签 有长期供货协议 （LT）或商业合作备忘录（MOU），并在此框架内开展长期合作，保障存储晶圆的持续稳定供应。 答：包括公司在内，全球目前仅少数企业具备在芯片层面开发 UFS4.1 产品的能力。搭载公司自研主控的 UFS4.1 产品在制程、读写速度以及稳定性上优于市场可比产品，在获得以闪迪为代表的存储原厂认可的 基础上，还获得多家Tier1 大客户的认可，相关导入工作正加速进行。 江波龙（301308）主营业务：半导体存储应用产品的研发、设计、封装测试、生产制造(SMT及组包环节, 下同)与销售,主要聚焦于存储产品和应用,形成存储芯片设计、主控芯片设计及固件算法开发、封装测试, 以 ...

Core Viewpoint - The AI sector is experiencing a significant surge, with hardware and application segments driving the market, leading to substantial gains in related stocks and overall market indices [1][2]. Group 1: AI Sector Performance - AI concept stocks dominated the trading volume, with Zhongji Xuchuang rising by 6.06% and a trading volume of 16.59 billion yuan, leading the A-share market [1]. - Google concept stocks saw a comprehensive breakout, with stocks like Guangku Technology and Dekeli hitting the daily limit, while Tengjing Technology and Changxin Bochuang rose over 15% [1][2]. - The three major A-share indices all rose, with the Shanghai Composite Index up by 1.13%, Shenzhen Component Index up by 2.04%, and ChiNext Index up by 2.6% [1]. Group 2: Institutional Behavior - Berkshire Hathaway disclosed a significant investment in Google-A, acquiring nearly 17.85 million shares valued at approximately 4.3 billion USD, marking it as the largest new holding in Q3 2025 [5]. - Conversely, Thiel Macro liquidated its entire position in Nvidia, which previously constituted 40% of its stock holdings, reducing its total stock portfolio from 212 million USD to about 74 million USD [5]. - Major institutions like Barclays, Bank of America, and UBS have also reduced their holdings in Nvidia during the same period [5]. Group 3: Market Trends and Catalysts - Analysts suggest that the market is entering a new layout window, with November typically favoring thematic plays, particularly in technology stocks like AI [6]. - Upcoming events, such as the 22nd China International Semiconductor Expo, are expected to catalyze interest in the semiconductor sector, showcasing new products from Changxin Storage [6]. - The market's internal stability is reportedly increasing, with a shift towards more conservative investment strategies as risk assets face volatility [7].

盘面上，科技股集体反弹，存储芯片、CPO概念涨幅居前，中际旭创涨超4%；量子技术、光伏、贵金 属板块反弹；AI应用端多数回调，军工、地产、农业板块小幅下跌。 09:22 港股开盘丨恒指跳空高开0.9% 盘面上，科技股集体反弹，存储芯片、CPO概念涨幅居前。 09:29 优必选低开2.3%，此前公告称，拟折让逾一成配售新股筹31亿港元。 09:28 贵金属板块盘初走强，四川黄金、中金黄金涨超3%，晓程科技、山金国际、湖南白银等跟涨。 09:25 A股开盘丨创业板指高开1.42% 上证指数涨0.36%，深证成指涨0.85%，创业板指涨1.42%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 15 | 3850.57 c | 13.81 | 0.36% | | 399001 | 深证成指 | 25 | 12692.09 c | 107.00 | 0.85% | | 399006 | 创业板指 | Wh | 2970.73 с | 41.69 | 1.42% | 恒指跳空高开0.9% ...

Core Viewpoint - Dongxin Semiconductor Co., Ltd. experienced a 5.06% decline in stock price, closing at 94.62 CNY per share, with a total market capitalization of 41.846 billion CNY [1] Company Overview - Dongxin Semiconductor, established on November 26, 2014, and listed on December 10, 2021, is located in Shanghai and focuses on the research, design, and sales of general-purpose storage chips with small to medium capacity [1] - The revenue composition of the company is as follows: NAND 57.08%, MCP 25.88%, DRAM 10.43%, NOR 6.15%, Other (supplementary) 0.25%, and Technical Services 0.21% [1] Fund Holdings - According to data, Bosera Fund has one fund heavily invested in Dongxin Semiconductor, specifically the Bosera Sci-Tech 100 ETF (588030), which held 1.7925 million shares as of the third quarter, accounting for 2.67% of the fund's net value, making it the third-largest holding [2] - The Bosera Sci-Tech 100 ETF was established on September 6, 2023, with a latest scale of 7.179 billion CNY and has achieved a year-to-date return of 37.58% [2] Fund Manager Performance - The fund manager of Bosera Sci-Tech 100 ETF is Tang Yibing, who has been in the position for 3 years and 127 days, managing assets totaling 11.187 billion CNY [3] - During Tang's tenure, the best fund return was 63.03%, while the worst return was -41.93% [3]

公开资料显示，长鑫存储是国内唯一实现通用型DRAM大规模量产的IDM企业，并且已经完成了IPO辅导。 权威精选 "就看中国大陆的DDR5产能啥时候能大量开出来——只要这波产能跟上，（存储）缺货的问题立马就能解决，价格也会慢慢稳下来。"宏碁董事长暨首席 执行官陈俊圣话音刚落，长鑫存储就出手了。 11月23日，长鑫存储在IC China 2025（中国国际半导体博览会）上正式发布其最新DDR5产品系列：最高速率达8000Mbps，最高颗粒容量24Gb，均达到国 际领先水平，并同步推出覆盖服务器、工作站及个人电脑全领域的七大模组产品。 首发DDR5高端系列新品 当前市场基准中，6400Mbps代表服务器与高端PC的主流性能层级，而8000Mbps则已迈入国际顶级性能梯队。长鑫存储最新发布的8000Mbps DDR5芯片， 较6400Mbps产品速率提升25%。 在内存容量上，长鑫存储在标准16Gb颗粒以外，重点推出24Gb大容量颗粒，能在不占用额外物理插槽的前提下，显著提升系统的模型加载能力与多任务 处理效率，满足数据中心快速扩容的刚需。 依托先进的颗粒，长鑫存储推出了完整的七大模组产品矩阵，实现从云到边缘端的全场 ...

明日主题前瞻 1、算力 | 日前，谷歌在其全员大会上披露了未来AI基础设施的宏伟目标，计划"每6个月将算力容量翻倍"，并在未来4到5年内实现"1000倍能力提升"，谷歌 云AI基础设施负责人Vahdat强调，AI基础设施竞争是整个AI竞赛中最关键、也最昂贵的部分。他指出，谷歌的任务不是比谁花得更多，而是要构建更可靠、 更高性能、更具扩展性的基础设施。 点评：分析认为，本周谷歌接连发布Gemini3通用AI模型与Nano Banana Pro专业图像生成模型，实现双产品AI革新，现象级多模态模型的推出有望进一步提 升算力与存力的需求。谷歌CEO皮查伊近日指出，计算能力供应是当前的核心瓶颈。与此同时，英伟达数据中心业务的强劲增长，直接印证了人工智能和大 型模型训练对高性能计算的巨大渴求，显著减缓了市场对AI泡沫预期破裂的风险。机构认为，AI正逐步推动基础设施投资与商业模式形成闭环，看好AI产 业链业绩上修与估值提升机遇以及AI需求带动下的投资机遇。 2、存储 | 11月23日，长鑫存储正式发布其最新DDR5产品系列，最高速率达8000Mbps，最高颗粒容量24Gb，并同步推出覆盖服务器、工作站及个人电脑全 领域的 ...

记者丨曾静娇 见习记者张嘉钰 编辑丨张楠 11月21日，亚太主要股指收盘多数下跌，日经225指数跌2.4%，韩国 综合指数跌3.78%。 A股 市场全天震荡调整 ， 沪指跌2.45%，深成指跌 3.41%，创业板指跌4.02%。 沪深两市成交额1.98万亿，较上一个交易日放量2610亿。盘面上个股普跌，全市场超5000只个股下跌，99只个股 跌停。 | 内地股票 | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 3834.89 | 12538.07 | 1377.39 | | -96.16 -2.45% -442.75 -3.41% -68.14 -4.71% | | | | 科创50 | 创业板指 | 万得全A | | 1285.83 | 2920.08 | 6030.56 | | -42.36 -3.19% -122.26 -4.02% -197.38 -3.17% | | | | 沪深300 | 中证500 | 中证A500 | | 4453.61 | 6817.41 | 5325.99 | | -111.3 ...

Market Overview - The market experienced significant fluctuations, with the Shanghai Composite Index falling over 2% and the ChiNext Index dropping more than 4%. Nearly 5,100 stocks declined, with 99 hitting the daily limit down [1] - The Shanghai Composite Index closed down 2.45%, the Shenzhen Component Index down 3.41%, and the ChiNext Index down 4.02% [1] Sector Performance - AI application concepts showed resilience, with Rongji Software achieving five consecutive limit-up days [1] - The military industry sector was active, with Jiuzhiyang hitting the limit up and companies like Jianglong Shipbuilding and Tianhai Defense also experiencing significant gains [1] - Conversely, the lithium battery supply chain faced a collective adjustment, with stocks like Shengxin Lithium Energy hitting the limit down [1] Trading Volume - The total trading volume of the Shanghai and Shenzhen markets reached 1.97 trillion yuan, an increase of approximately 257.47 billion yuan compared to the previous trading day [2] - The Shanghai market's trading volume was 824.93 billion yuan, while the Shenzhen market's was 1.14 trillion yuan [2] Notable Stocks - Zhongji Xuchuang had the highest trading volume at 19.48 billion yuan, followed by Xinyi Sheng, Ningde Times, Sunshine Power, and Industrial Fulian with trading volumes of 13.41 billion yuan, 11.85 billion yuan, 11.76 billion yuan, and 11.71 billion yuan respectively [2]

Market Overview - The market experienced fluctuations in the early session, with the three major indices opening lower and declining further, while the CSI A500 index fell by 2.18% [1] - Most individual stocks declined, with a partial rebound in the military industry sector, active performance in the agriculture sector, and a localized strength in AI application concepts [1] - Conversely, the lithium mining concept underwent a collective adjustment, and the storage chip concept continued to weaken [1] ETF Performance - As of the morning close, ETFs tracking the CSI A500 index dropped over 2%, with 12 related ETFs having transaction volumes exceeding 100 million yuan, and 3 surpassing 3.2 billion yuan [1] - Specific transaction amounts for A500 ETFs included: A500 ETF Fund at 4.474 billion yuan, A500 ETF Huatai-Pine Ridge at 3.36 billion yuan, and CSI A500 ETF at 3.259 billion yuan [1] Future Outlook - According to brokerage firms, the foundation for the current slow bull market remains intact due to ongoing global technology investment enthusiasm, the continuous promotion of "anti-involution" policies, and increased household savings entering the market [1] - There is potential for the A-share index to continue strengthening in the future [1]