证券日报网讯 12月17日，万润科技在互动平台回答投资者提问时表示，公司存储产品覆盖消费级、工 业级和企业级领域，包括固态硬盘（SSD）、嵌入式存储（eMMC）等闪存产品和DDR4、DDR5内存条 等内存产品，部分产品已有客户和订单并形成营业收入；企业级PCIe5.0SSDME14000是公司研发及近 期推出的新品，目前正在加快开展推向市场和客户的工作。 （文章来源：证券日报） ...

摘要 存储需求预计 2026 年超供，2025 年 9 月现货价已大幅上涨，四季度 合约价涨幅预期上修，行业维持供不应求状态，2026 年 Q1 合约价预计 持续超预期，CSP 服务器存储器需求增速预计至少 30%。 存储行业大缺货背景下，长鑫存储和长江存储等国内企业扩产有望超预 期，逻辑先进制程扩产亦将受益，设备厂商如拓荆科技将受益于扩产带 来的额外订单，国产化率提升带来相应收益。 半导体设备指数今年以来增长显著，拓荆科技和微导纳米涨幅居前。9 月初以来，存储涨价催化及产品上市预期强化，相关公司股价进一步上 涨，预计长鑫和长江 2026 年扩产量约为 10-11 万片。 存储设备板块未来几年有望保持较高增速，订单确定性较高，对营收和 利润预测准确性提升。北方华创等公司 PE 较低，有望通过 EPS 增长推 动市值上升，年初设备板块胜率较高。 晶合集成主业稳健，各领域处于满载状态。CBA 和 CFA 技术发展有望 推动 DRAM 阵列与 CMOS 外围电路分离制造，产生外包需求，为晶合 集成等公司带来巨大机会，如 28 纳米节点代工可带来显著营收增量。 Q&A 2025 年存储行业的市场表现和未来预期如何？ ...

格隆汇12月17日丨万润科技(002654.SZ)在投资者互动平台表示，公司与合作伙伴的信息系公司商业秘 密，公司存储产品覆盖消费级、工业级和企业级领域，包括固态硬盘（SSD）、嵌入式存储（eMMC） 等闪存产品和 DDR4、DDR5内存条等内存产品，部分产品已有客户和订单并形成营业收入；企业级 PCIe 5.0 SSD ME14000 是公司研发及近期推出的新品，目前正在加快开展推向市场和客户的工作。 ...

万润科技（002654.SZ）12月17日在投资者互动平台表示，公司与合作伙伴的信息系公司商业秘密，公 司存储产品覆盖消费级、工业级和企业级领域，包括固态硬盘（SSD）、嵌入式存储（eMMC）等闪存 产品和 DDR4、DDR5内存条等内存产品，部分产品已有客户和订单并形成营业收入；企业级PCIe 5.0 SSD ME14000 是公司研发及近期推出的新品，目前正在加快开展推向市场和客户的工作。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司开发推出的企业级SSD具体供货哪些大客 户？公司开发的pcle5.0企业级硬盘是否获得相应订单？ ...

来源：快科技官方 一、前言：可能是缓外性能最强移动固态硬盘 我们测试过很多移动存储设备，比如某品牌1.5TB TF卡，持续写入速度只有20MB/s，拷贝100GB数据得数小时时 间。至于移动SSD，大部分只能在初始阶段保证较强写入性能，但很快就会掉到100MB/s甚至更低。 近日，原厂品牌长江存储致态推出了致态灵·潮流版移动固态硬盘，支持磁吸功能，是一款兼具兼具高性能、高颜 值、高品质的磁吸款旗舰移动存储产品。 更为难得的是，它拥有千元价位最强的缓外写入性能。甚至不少国际大厂同类产品，也鲜有缓外写入速度能超越 它的。 从名字就能看出，致态灵·潮流版移动固态硬盘兼具颜值与性能的移动存储产品，它以清新柔和的配色、圆润精致 的小巧造型，契合年轻群体的时尚审美。 在性能方面，这款产品采用了20Gbps Type-C接口，顺序读写速度可达2000MB/s，十倍于HDD。而在长江存储晶 栈Xtacking架构的原厂闪存颗粒的加持下，它的可以做到满盘写入不掉速，这样的表现超越了很多顶级PCIe 4.0 SSD。 作为移动设备，致态灵·潮流版移动固态硬盘采用了磁吸设计，可直连安卓、鸿蒙、iPhone15系列及以上机型，充 当 ...

Core Viewpoint - The company, Langke Technology, is expanding its product offerings to include server sales, although this segment has not yet significantly impacted its overall business performance [2]. Group 1: Product Offerings - The company's main products include SSD solid-state drives, DRAM memory modules, embedded storage, mobile storage, and consumer electronics such as wearable devices and computer peripherals [2]. - A wholly-owned subsidiary, Shaoguan Luyuan Langkun Technology Co., Ltd., has initiated server sales and has signed small batch orders with some deliveries completed [2]. Group 2: Business Impact - The server sales business has not yet had a major impact on the company's operating performance [2]. - Future project developments will be disclosed in accordance with relevant laws and regulations if they meet disclosure standards [2].

Core Viewpoint - The company has established a comprehensive product matrix in the storage core field, including SSDs, DRAM memory, embedded storage, and mobile storage, while also extending into consumer electronics such as wearable devices and computer peripherals [1] Group 1: Company Development - The company has formed a development pattern of "storage main business + computing power extension" [1] - The wholly-owned subsidiary, Shaoguan Luyuan Langkun Technology Co., Ltd., is actively expanding its server sales business [1] Group 2: Partnerships and Collaborations - The business cooperation with partners like Baode covers the entire range of Kunpeng and Ascend products [1]

Core Viewpoint - Guangdong Zijing Information Storage Technology Co., Ltd. (referred to as "Zijing Storage") has been sentenced for securities fraud, leading to significant penalties for its management and the cessation of its operations [1][5]. Group 1: Legal Proceedings and Penalties - Zijing Storage was found guilty of securities fraud, resulting in a fine of 37 million yuan and prison sentences for its core management, including the actual controllers Zheng Mu and Luo Tiewei [1][5]. - Zheng Mu received a prison sentence of seven years and six months, along with a fine of 500,000 yuan, while Luo Tiewei was sentenced to seven years and fined 400,000 yuan [1][5]. - The company has ceased operations following the court's ruling [1][5]. Group 2: Financial Misconduct - From 2017, Zijing Storage engaged in fraudulent activities to inflate revenue and profits, including signing false contracts and falsifying logistics documents [2][5]. - Specific instances of profit inflation include 34.83% in 2017, 32.25% in 2018, and 42.97% in the first half of 2019, with profit inflation reaching 137.31% during the same period [2][5]. - The company failed to disclose external guarantees totaling 125.0012 million yuan [2][5]. Group 3: Impact on Investors - The China Securities Regulatory Commission (CSRC) issued an administrative penalty to Zijing Storage in April 2023, followed by a decision to delist its stock in May 2023 due to major violations of listing rules [2][6]. - A total of 17,471 investors suffered losses amounting to over 1.097 billion yuan, with 16,986 investors receiving 1.086 billion yuan in compensation, representing 97.22% of affected investors and 98.93% of the total compensation amount [2][6]. Group 4: Company Background and Performance - Zijing Storage was established in April 2010, focusing on the research, manufacturing, and sales of storage devices [3][6]. - The company was listed on the National Equities Exchange and Quotations (NEEQ) in April 2016 and later on the Shanghai Stock Exchange's Sci-Tech Innovation Board in February 2020, raising over 1 billion yuan [3][7]. - Initial performance was strong, with a 264.08% increase on the first day of trading, but revenue declined significantly thereafter, with a reported revenue of 563 million yuan in 2020 and a net profit loss of 229 million yuan in 2021 [3][7].

Core Viewpoint - Guangdong Zijing Information Storage Technology Co., Ltd. has been forced to delist due to serious violations, with significant legal consequences for its executives and financial penalties imposed on the company [1][9]. Legal Proceedings - The company was fined 37 million RMB for the crime of fraudulent issuance of securities [3]. - The actual controller Zheng Mu received a combined sentence of seven years and six months, along with a fine of 500,000 RMB for multiple offenses [3]. - Other executives, including Luo Tiewei and Li Yanxia, received prison sentences ranging from two years to seven years, with varying fines [4][5]. Financial Misconduct - The company engaged in financial fraud to inflate revenue and profits through false contracts and forged documents, significantly misrepresenting its financial health [7]. - In its prospectus for the initial public offering, the company reported false revenue and profits, concealing external guarantees totaling 125 million RMB [7]. Stock Market Activity - Zijing Storage was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board in 2020, raising approximately 1.023 billion RMB, but later faced severe financial downturns [8]. - The company reported a revenue decline of 6.69% in 2021, with a net loss of 229 million RMB, leading to an audit report that could not express an opinion [8]. Investor Compensation - Following the delisting, a compensation mechanism was initiated, with four intermediary institutions committing a total of 1.275 billion RMB for investor compensation [9]. - By June 30, 2023, 97.22% of affected investors had reached settlements, receiving a total of 1.086 billion RMB in compensation [10].

Core Viewpoint - Guangdong Zijing Information Storage Technology Co., Ltd. has been forced to delist due to serious violations, with significant legal consequences for its executives and financial penalties imposed on the company [2][12]. Legal Consequences - The company was fined 37 million RMB for the crime of fraudulent issuance of securities [5]. - The actual controller Zheng Mu received a combined sentence of seven years and six months, along with a fine of 500,000 RMB for multiple offenses [6]. - Other executives, including Luo Tiewei and Li Yansha, received sentences ranging from one year and nine months to eight years, with varying fines [6][7][8][9][10]. Financial Misconduct - The company engaged in financial fraud by inflating revenue and profits through false contracts and documents, which misled regulatory authorities during its IPO process [11]. - The inflated profits accounted for 34.83% of total profits in 2017 and 32.25% in 2018, with significant revenue inflation in 2019 [11]. Company Performance and Delisting - After its IPO in 2020, the company's performance declined sharply, reporting a revenue drop of 6.69% in 2021 and a net loss of 229 million RMB [12]. - The company was investigated for information disclosure violations starting in February 2022, leading to its forced delisting in July 2023 [12][13]. Investor Protection Measures - The case initiated a precedent for compensation for investors in the Sci-Tech Innovation Board, with intermediary institutions committing 1.275 billion RMB for investor compensation [14]. - By June 30, 2023, 97.22% of affected investors had reached settlements, receiving a total of 1.086 billion RMB in compensation [14].