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【IPO一线】力积存储递表港交所,2024年存储芯片销量超1亿片
Ju Chao Zi Xun· 2025-11-29 05:46
Core Viewpoint - Zhejiang Lijichuang Storage Technology Co., Ltd. has officially submitted its listing application to the Hong Kong Stock Exchange, aiming to leverage its strong technology and product matrix in the memory chip sector for large-scale commercialization [2] Group 1: Company Overview - Lijichuang is a leading memory chip design company in China, with projected sales of over 100 million memory chips (including modules and chips within wafers) in 2024 [2] - The company focuses on niche markets in the DRAM sector, primarily offering 8Gb DDR4 and earlier generation products, which have a more stable market share compared to mainstream DRAM products [2] - By 2024, niche DRAM is expected to account for approximately 8.5% of the global DRAM market and 15.9% of the Chinese DRAM market [2] Group 2: Product and Technology - Lijichuang specializes in high-bandwidth, low-power, and high-reliability storage solutions, with a product range that includes various generations of DRAM memory types applicable in consumer electronics, network communications, automotive electronics, and industrial control systems [3] - The total storage capacity of the company's products is projected to grow from approximately 13.8 million GB in 2022 to about 34.2 million GB by 2024, representing a compound annual growth rate of 57.4% [3] - The company has developed WoW 3D heterogeneous integration technology and is advancing the mass production of high-bandwidth memory products [2][3] Group 3: Supply Chain and Partnerships - Lijichuang has established a stable cooperation system, maintaining long-term partnerships with global foundries and major memory module manufacturers [4] - The company employs a sales model that combines direct sales and distribution, with distributor revenue accounting for a significant portion of total income from 2022 to the first half of 2025 [4] Group 4: Competitive Advantages - The company identifies its core competitive advantages as its development potential as a leading memory chip design firm, a multi-center R&D platform, a diverse range of solutions, a stable ecosystem of partners, a global customer base, and a strong management team [5] Group 5: Customer and Supplier Concentration - From 2022 to the first half of 2025, the revenue from the top five customers accounted for a significant portion of total income, while the top five suppliers represented a high percentage of procurement costs [6]
主力资金丨尾盘主力资金大幅抢筹股出炉
Group 1 - The A-share market saw a collective rise on November 28, with major indices increasing and various industry sectors experiencing broad gains, particularly in energy metals, shipbuilding, fertilizers, cement, mining, retail, automotive, construction, and optical electronics [1] - The net inflow of main funds in the Shanghai and Shenzhen markets reached 6.825 billion yuan, with 19 industries experiencing net inflows, led by the electronics sector with a net inflow of 2.449 billion yuan [1] - Other sectors with significant net inflows included non-ferrous metals, automotive, basic chemicals, power equipment, and national defense, each exceeding 1.2 billion yuan [1] Group 2 - A total of 87 stocks saw net inflows exceeding 100 million yuan, with 10 stocks receiving over 400 million yuan in net inflows [2] - Aerospace Development topped the list with a net inflow of 970 million yuan, following the release of a development action plan by the National Space Administration [2] - Shannon Chip's net inflow was 944 million yuan, supported by its established dual-driven model in the high-end storage sector, which is expected to yield higher margins in the current market [2] Group 3 - 55 stocks experienced net outflows exceeding 100 million yuan, with notable outflows from companies such as Zhongji Xuchuang, ZTE, and others, each exceeding 500 million yuan [3] - The tail end of the trading day saw a net inflow of 4.01 billion yuan, with significant inflows in the electronics and power equipment sectors, each exceeding 500 million yuan [4] - Individual stocks like Shannon Chip, Ningde Times, and others saw net inflows exceeding 100 million yuan during the tail end of trading [4]
无期徒刑!钟某某杀害同学案一审宣判
券商中国· 2025-11-28 04:00
2025年11月28日,广东省深圳市中级人民法院一审公开宣判被告人钟某某故意杀人一案,以故意杀人罪判处钟 某某无期徒刑,剥夺政治权利终身。 百万用户都在看 直线封板!国企改革,突发大利好! 白宫突发,进入封锁状态!特朗普发声! 深夜,直线拉升!人工智能,突传重磅! 存储芯片,重磅突发! 刚刚!两大利好,彻底引爆! 来源:深圳市中级人民法院 扫码关注券商中国公众号 扫码下载 券 中 社 A P P quanshangcn 舞#t 券中社APP qzs.stcn.com 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 , 否 则 将 追 究 相 应 法 律 责 任 。 责编: 王璐璐 校 对: 苏焕文 法院经审理查明,被告人钟某某(时年14岁)与被害人潘某某(殁年14岁)是同学。钟某某因无端猜疑对潘某 某心生不满,并购买折叠刀伺机作案。2025年4月8日19时许,潘某某行至自家楼下准备上楼时,钟某某持刀对 潘某某身体多处捅刺,致其抢救无效死亡。 ...
俄方:保留强硬回应日本权利
券商中国· 2025-11-28 01:03
日本在与中国台湾邻近的西南诸岛部署进攻性武器,刻意制造地区紧张,挑动军事对立。 中国国防部11月27日正告日方,解放军有强大的能力、可靠的手段打败一切来犯之敌,日方胆敢越雷池半步给 自己招事惹事,必将付出惨痛代价。 俄罗斯外交部发言人扎哈罗娃当天也表示,日方举动加剧地区安全紧张局势,并对邻国构成重大风险,俄罗斯 保留对日本采取强硬回应的权利。 来源:CCTV国际时讯 责编: 王璐璐 校 对: 苏焕文 百万用户都在看 直线封板!国企改革,突发大利好! 白宫突发,进入封锁状态!特朗普发声! 深夜,直线拉升!人工智能,突传重磅! 存储芯片,重磅突发! 刚刚!两大利好,彻底引爆! 违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 看券商中国 知天下财经 用 券中社 12 券商中国 × 券 中 社 扫码关注券商中国公众号 扫码下载 券 中 社 A P P quanshangcn 舞#t 券中社APP qzs.stcn.com 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 ...
强瑞技术(301128.SZ):部分治具、散热产品系向芯片厂商供应
Ge Long Hui· 2025-11-28 00:54
Core Viewpoint - Strongway Technology (301128.SZ) is engaged in the supply of certain fixtures and cooling products to chip manufacturers, which may be used in storage chip-related products [1] Group 1 - The company conducts customized research and development as well as production delivery based on customer needs [1] - The specific applications of the company's products in customer products are considered trade secrets, and the company may not have full knowledge or may not disclose such information [1]
国林科技:国林半导体所研制臭氧发生器以及各类功能水设备可以满足应用在存储芯片领域
Core Viewpoint - Guolin Technology's semiconductor division has developed ozone generators and various functional water devices that can be applied in the storage chip sector, with stability in concentration exceeding specified indicators [1] Group 1 - Guolin Technology responded to investor inquiries on November 27 regarding its semiconductor products [1] - The ozone generators and functional water devices are specifically designed for applications in the storage chip industry [1] - The concentration stability of these products is reported to be higher than the relevant indicators [1]
警方回应“为何公布犯罪嫌疑人王俊凯全名”
券商中国· 2025-11-27 03:26
11月25日,义乌市公安局发布通告:2025年9月16日,我局对犯罪嫌疑人王俊凯(男,36岁,浙江省义乌市人)涉嫌非 法吸收公众存款犯罪一案立案侦查。 为查明案情、打击犯罪,保护人民群众合法权益,请涉及该案的集资参与人携带本人居民身份证、借款协议、转款交 易明细和收取利息明细等材料(原件和复印件)到义乌市公安局经济犯罪侦查大队核查登记。请案件当事人于2025年 12月31日前及时报案登记,避免因逾期报案影响自身合法权益。 有网友质疑,警方为何会公布犯罪嫌疑人王俊凯全名,而不是王某某、王某凯。 | F | [ = @义乌公安 你们昨回事呢?官方媒体就这样吗 | | --- | --- | | 52分钟前 | E 19 63 | | ■ ‖■ 『 『时都是某某,怎么和大明星同名就全名全姓的发,给无辜人士造成的名誉损失谁来负责 | | | ◎义务公安 | | | 18分钟前 | 投诉 E 18 ל | | ■■ 是晚,官方一般都是王某某,怎么这个直接全名 | | | 26分钟前 | િ 17 14 | | 一、一、二、 2、 2义乌公安 无良媒体博服球 | | | 31分钟前 | િમન 15 15 | 11月26 ...
科技板块连续上攻!科创100指数ETF(588030)涨超1%,机构称科技仍将是主线
Xin Lang Cai Jing· 2025-11-27 03:20
Group 1 - The core viewpoint of the news highlights the strong performance of the Sci-Tech Innovation Board, with the Sci-Tech 100 Index rising by 1.22% and the ETF increasing by 1.01%, indicating a bullish trend in the technology sector [1] - The technology sector is leading the A-share market, with significant gains in solid-state batteries, advanced packaging, semiconductors, CPO, and storage chips, contributing to the strength of related indices [1] - The Chief Economist of Guohai Securities predicts a continued slow bull market for A-shares, with technology remaining a key focus [1] Group 2 - Bank of China International notes that AI application companies are showing signs of performance improvement, with the launch of Gemini3 indicating rapid enhancements in large model capabilities [2] - The AI industry is transitioning from "tool innovation" to "ecosystem integration," with vertical applications validating business models in specific scenarios, revealing profit potential [2] - The AI industry chain has experienced a rotation from overseas computing power to domestic computing power, with AI applications still offering high cost-performance ratios for investment [2] Group 3 - The Sci-Tech 100 Index ETF has seen a significant increase in scale, growing by 135 million yuan over the past week, and its shares have increased by 11.1 million [3] - The ETF has experienced a net outflow of 69.1 million yuan recently, but has attracted a total of 152 million yuan over the last five trading days [3] - The top ten weighted stocks in the Sci-Tech 100 Index account for 25.77% of the index, with notable companies including Huahong Semiconductor and GuoDun Quantum [3]
两创板块联手上攻,科创板50ETF(588080)、创业板ETF(159915)标的指数均涨超2%
Mei Ri Jing Ji Xin Wen· 2025-11-27 03:09
Core Viewpoint - The A-share technology sector is experiencing a significant rally, driven by key concepts such as solid-state batteries, advanced packaging, semiconductors, CPO, and storage chips, leading to a strong performance in related indices [1] Group 1: Market Performance - As of 10:05 AM, the Sci-Tech Innovation Board 50 Index rose by 2.4%, while the ChiNext Index increased by 2.1% [1] - The Sci-Tech Innovation Board 50 Index consists of 50 stocks with high market capitalization and liquidity, with over 65% of its composition from the semiconductor industry [1] - The ChiNext Index is made up of 100 stocks from the ChiNext market, with approximately 60% of its composition from AI hardware and the new energy industry chain [1] Group 2: Investment Outlook - According to Guosen Securities, the foundation for the current slow bull market remains intact due to sustained global technology investment enthusiasm, ongoing "anti-involution" policies, and increased household savings entering the market [1] - There is potential for continued strength in A-share indices, with a focus on strong industry trends in technology, particularly in "AI+" and policy-driven "anti-involution" and self-controllable sectors [1] Group 3: Investment Products - The Sci-Tech Innovation Board 50 ETF (588080) and ChiNext ETF (159915) are leading products in their respective indices, with management fees of only 0.15% per year, providing investors with a low-cost way to invest in leading technology innovation companies [1]
资金风向标|26日两融余额增加63.23亿元 电子行业获融资净买入额居首
Sou Hu Cai Jing· 2025-11-27 01:55
Group 1 - As of November 26, the A-share margin balance reached 24,693.55 billion yuan, an increase of 6.32 billion yuan from the previous trading day, accounting for 2.59% of the A-share circulating market value [1] - The margin trading volume on the same day was 186.77 billion yuan, a decrease of 1.21 billion yuan from the previous trading day, representing 10.38% of the A-share transaction volume [1] - Among the 31 primary industries, 20 experienced net financing inflows, with the electronics industry leading at a net inflow of 2.86 billion yuan [1] Group 2 - A total of 26 individual stocks had net financing inflows exceeding 1 billion yuan, with Zhongji Xuchuang at the top with a net inflow of 1.37 billion yuan [2] - Other notable stocks with significant net financing inflows included Xinyi Sheng, Yangguang Electric, Hanwujing, Luxshare Precision, Huhua Electric, and Industrial Fulian [2] - Guojin Securities reported that AI-driven storage demand is rapidly increasing, while capital expenditures from storage manufacturers have not yet entered an expansion phase [2]