这家存储器制造商获准在香港进行第二次募股上市，作为A股上市的补充 重点： 江波龙在中国存储器行业的低端定位，让它或成为相对稳健的投资标的 在交易公告中，江波龙强调已推出自研SLC NAND闪存芯片，尽管目前对公司收入贡献甚微。不过，芯片封装作为原始芯片设计与制造的关键环节，可能推动其实现成为国内主要存储芯片制造商 现阶段，江波龙多数收入源于PC及手机等设备的嵌入式存储产品，该品类去年贡献约半数营收，固态硬盘占比近25%，移动存储约占20%，其余来自存储模组。 需警醒的是，近年人工智能与云计算迅猛发展，正使存储需求从PC、智能手机等终端设备向云端转移，构成江波龙的重大风险。该趋势或最终冲击其消费端业务，但部分损失将被云计算中心运营 因存储行业强周期属性，江波龙业务近两年波动明显。去年营收从2023年的101亿元猛增73%至175亿元人民币（约合24.6亿美元），较此前22%增速明显加快。但今年上半年，增速骤降至12 增速放缓的元凶仍是供需失衡，去年下半年延续至今年初的供应过剩压低了存储价格。但随着二季度行业库存出清，市场颓势初现转机。江波龙披露其二季度营收达59.4亿元，环比较首季大增 需补充说明，江波龙海外业 ...

截至发稿，德明利市值为320亿元。 每经头条（nbdtoutiao）——5万亿ETF的370名基金经理薪酬大揭秘！他们的日常工作，就是跟着指数 买股票吗？ （记者 王晓波） 每经AI快讯，德明利（SZ 001309，收盘价：141.01元）9月19日晚间发布公告称，深圳市德明利技术股 份有限公司近日收到了控股股东李虎先生的通知，获悉其将所持有的公司部分股份办理了解除质押手 续，本次解除质押股份数量约为605万股。截至本公告日，李虎累计质押股数约为1758万股，占其所持 股份比例为22.14%。 2025年1至6月份，德明利的营业收入构成为：存储行业占比100.0%。 ...

Group 1 - The company Jiangbolong (SZ 301308) announced an investor meeting scheduled for September 15 and 16, 2025, where the investor relations manager and senior supervisor will address investor inquiries [1] - For the year 2024, the company's revenue composition is entirely from the storage industry, accounting for 100.0% [1] - As of the report date, Jiangbolong has a market capitalization of 48.1 billion yuan [1]

每经头条（nbdtoutiao）——重大突破！中国这款新药，中美官方都认定有突破性疗效！世界肺癌大会 沸腾了 （记者 王晓波） 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%。 截至发稿，江波龙市值为467亿元。 每经AI快讯，江波龙（SZ 301308，收盘价：111.31元）发布公告称，2025年9月11日，江波龙接受野村 东方、中汇人寿调研，公司投资者关系经理黄琦、投资者关系资深主管苏阳春参与接待，并回答了投资 者提出的问题。 ...

每经AI快讯，德明利（SZ 001309，收盘价：109.78元）9月12日晚间发布公告称，公司第二届第三十三 次董事会会议于2025年9月12日在公司24楼会议室以现场结合通讯表决方式召开。会议审议了《关于调 整2023年向特定对象发行股票部分募投项目投资总额、内部投资结构及增加项目实施地点的议案》等文 件。 2025年1至6月份，德明利的营业收入构成为：存储行业占比100.0%。 每经头条（nbdtoutiao）——一次自救，"奥特曼"竟埋下百亿元损失的"时间炸弹"，现在被引爆！有人 却在疯狂赚钱⋯⋯ 截至发稿，德明利市值为249亿元。 （记者 曾健辉） ...

2025年1至6月份，德明利的营业收入构成为：存储行业占比100.0%。 每经AI快讯，德明利（SZ 001309，收盘价：101.97元）9月1日晚间发布公告称，公司第二届第三十二 次董事会会议于2025年9月1日在公司24楼会议室以现场结合通讯表决方式紧急召开。会议审议了《关于 提请股东大会授权董事会办理公司2025年股票期权激励计划相关事宜的议案》等文件。 截至发稿，德明利市值为231亿元。 每经头条（nbdtoutiao）——个人消费贷贴息明日开闸！贷30万元最多可享贴息3000元，一文读懂→ （记者 曾健辉） ...

每经AI快讯，德明利（SZ 001309，收盘价：96.6元）8月21日晚间发布公告称，公司第二届第三十一次 董事会会议于2025年8月20日在公司24楼会议室以现场结合通讯表决方式召开。会议审议了《关于2025 年半年度募集资金存放与实际使用情况的专项报告》等文件。 每经头条（nbdtoutiao）——核心产品净值仅剩7毛钱，昔日"公募一哥"任泽松怎么了？牛市踏空真相曝 光 （记者 曾健辉） 截至发稿，德明利市值为219亿元。 2025年1至6月份，德明利的营业收入构成为：存储行业占比100.0%。 ...

Core Viewpoint - The company plans to repurchase shares with an amount ranging from 20 million to 40 million RMB, utilizing its own or raised funds, primarily to reduce registered capital [1][4][5]. Summary by Sections Repurchase Plan Details - The repurchase amount is set between 20 million RMB and 40 million RMB [1][4]. - The maximum repurchase price is capped at 97.90 RMB per share [1][4][6]. - The repurchase will be conducted through centralized bidding on the Shanghai Stock Exchange [1][5]. - The implementation period for the repurchase is 12 months from the approval date by the shareholders' meeting [1][4][5]. Purpose and Impact - The repurchased shares will be used to reduce the company's registered capital [1][3][5]. - The company aims to enhance shareholder value and investor confidence through this repurchase [5][9]. - The repurchase is not expected to significantly impact the company's operations, finances, or future development [9][12]. Financial Considerations - The repurchase funds will account for approximately 0.3461% of total assets, 0.9515% of net assets, and 1.8485% of cash reserves based on the upper limit of the repurchase amount [9]. - The company maintains a debt ratio of 63.55%, indicating that the repurchase will not adversely affect its debt repayment capacity [9]. Shareholder Actions - Certain directors and senior management have ongoing share reduction plans, with a specified period from June 18, 2025, to September 17, 2025 [1][11]. - The company will adhere to regulatory requirements for any future share reduction plans [2][11]. Authorization and Compliance - The board of directors will seek authorization from the shareholders' meeting to proceed with the repurchase [12][13]. - The company will ensure compliance with relevant laws and regulations throughout the repurchase process [2][12].

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%。 ...

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has officially launched a third set of standards for the ChiNext board to support high-quality, unprofitable innovative companies in going public [1][3]. Group 1: ChiNext Board Developments - Shenzhen Dapu Microelectronics Co., Ltd. has become the first unprofitable company to have its IPO application accepted by the Shenzhen Stock Exchange [2]. - The Shenzhen Stock Exchange emphasizes the implementation of various listing standards to provide more inclusivity for both profitable and unprofitable enterprises, thereby supporting high-quality innovative companies in expanding their financing channels [3][4]. Group 2: Market Context and Trends - The increasing complexity of international geopolitics and the rise of innovative enterprises with key technologies in China highlight the importance of the capital market in driving industrial upgrades and technological innovation [5]. - As of now, the ChiNext board has 1,382 listed companies with a total market capitalization exceeding 13 trillion yuan, with nearly 90% being high-tech enterprises and about 70% being strategic emerging enterprises [5]. - The ChiNext board has seen a significant increase in revenue and market capitalization for many companies post-listing, with nearly half of them doubling their revenue and market value [5]. Group 3: Dapu Microelectronics Case Study - Dapu Microelectronics focuses on the research and sales of enterprise-level solid-state drives (SSDs) and has a self-developed main control chip with over 70% of its shipments using this technology [11][12]. - The company has invested 736 million yuan in R&D over the past three years, accounting for 36.15% of its total revenue, and holds 156 invention patents [14]. - Dapu Microelectronics aims to raise 1.878 billion yuan through its IPO to fund the development of next-generation main control chips and SSD production testing bases [14]. Group 4: Regulatory and Market Implications - The introduction of listing standards for unprofitable innovative companies is seen as a timely response to market demands and aims to enhance the capital market's support for technological innovation [8][15]. - The Shenzhen Stock Exchange is also working on further reforms to support the issuance of technology innovation bonds and to attract long-term capital into the market [9]. - The regulatory framework will ensure strict adherence to listing standards to prevent "pseudo-innovation" and maintain market integrity [17][18].