存储

Search documents
开普云拟收购南宁泰克布局存储业务 实控方7.37亿转让20.7%股份加深绑定
Chang Jiang Shang Bao· 2025-08-25 23:29
开普云(688228.SH)通过收购进一步深化AI产业布局。 8月24日晚间,开普云披露重组预案,公司将通过支付现金、发行股份两种方式收购深圳市金泰克半导 体有限公司(以下简称"深圳金泰克")持有的南宁泰克半导体有限公司(以下简称"南宁泰克")100%股权。 同时,开普云的控股股东、实控人汪敏及其一致行动人拟向深圳金泰克实控人李创锋控制的企业转让上 市公司20.73%股份,总转让价款为7.37亿元,加深股权绑定。 长江商报记者注意到,南宁泰克将承接深圳金泰克存储产品业务的经营性资产。通过收购其存储产品业 务,开普云将新增存储产品相关业务并将从事存储产品相关业务,从而拓宽业务范围,完善AI软硬件 一体化布局。 通过本次交易,开普云将快速提升盈利能力。半年报显示,继2023年和2024年连续两年业绩下滑之后, 2025年上半年,开普云实现营业收入1.6亿元,同比增长2.99%;净利润377.73万元,同比增长 123.05%。相关经营性资产的初步模拟财务数据显示,同期,南宁泰克的营业收入、净利润分别为13.13 亿元、0.49亿元(模拟财务数据)。 同步推进资产收购及股份转让 根据交易方案,开普云拟通过支付现金的 ...
华为将发布全新AI SSD产品 中国AI存储器市场格局或将生变
Zhong Guo Ji Jin Bao· 2025-08-25 12:09
华为将发布的全新AI SSD产品,可以有效满足AI训练推理过程中的超大容量和超强性能的需求,助力 AI训练推理、大模型部署。此举将进一步强化华为存储器在AI时代的竞争力,推动国产存储生态发 展。 据悉,华为计划与一体机厂商合作,改变现有局面,为AI存储器市场注入新活力,带来更多的可能 性。 (文章来源:中国基金报) 中国基金报记者最新获悉,华为将于8月27日发布全新AI SSD(固态硬盘)产品,或将对中国AI存储器 市场的现有格局产生重要影响。 在当前的AI存储器领域,HBM(高带宽内存)占据重要地位。HBM是一种通过3D堆叠和超宽接口,实 现极高数据传输带宽的先进内存技术,通常直接封装在GPU(图形处理器)卡中。 问题在于,相比于之前的内存技术,HBM牺牲容量换取极致带宽和能效的策略,导致现有算力卡上 HBM的容量比较有限。 ...
事关AI!华为,将发布重磅成果
中国基金报· 2025-08-25 11:45
Core Viewpoint - Huawei is set to launch a new AI SSD product on August 27, which is expected to significantly impact the current landscape of China's AI storage market [2][1]. Group 1: Current Market Situation - In the AI storage field, HBM (High Bandwidth Memory) currently holds a crucial position due to its advanced memory technology that achieves extremely high data transfer bandwidth through 3D stacking and wide interfaces [1]. - HBM's strategy of sacrificing capacity for maximum bandwidth and energy efficiency results in limited capacity on existing computing cards [1]. Group 2: Huawei's New Product Impact - The upcoming AI SSD from Huawei is designed to meet the demands for ultra-large capacity and high performance in AI training and inference processes, thereby enhancing Huawei's competitiveness in the AI era [1]. - This move is expected to promote the development of domestic storage ecosystems in China [1]. Group 3: Collaboration and Market Dynamics - Huawei plans to collaborate with integrated machine manufacturers to change the existing market dynamics, injecting new vitality into the AI storage market and creating more possibilities [1].
德明利(001309) - 001309德明利投资者关系管理信息20250825
2025-08-25 11:40
深圳市德明利技术股份有限公司 5.问:公司企业级存储目前定制化服务主要包括哪些,定价模式是 怎样的? 答:公司企业级业务定位为解决方案提供商与服务商,依托在存储领 域的技术与供应链积累,从客户需求出发提供专业、高效、稳定可控的全 栈定制化服务,具体合作内容包括产品主控芯片定制、整体方案开发、供 应链综合管理等。定价模式基于项目需求、市场行情及价值共创原则协商 确定,保障业务可持续发展。 6.问:公司自研主控目前进展情况如何,后续研发规划是怎样的? 投资者关系活动记录表 编号:2025-007 | | 特定对象调研 □分析师会议 ☑ | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他: | | 活动参与人 | 信达澳亚基金、创金合信基金、东方阿尔法基金、国联基金、申万宏源证 | | 员 | 券、国信证券 | | 时间 | 2025 年 8 月 25 日 | | 地点 | 深圳市福田区新一代产业园 1 栋 24 楼公司办公室 | | 上市公司接 | 李虎、褚伟晋、于海燕 | | 待人员 | | | ...
688228,重大资产重组,周一复牌
Shang Hai Zheng Quan Bao· 2025-08-24 15:38
Group 1 - The core point of the article is that Kaipu Cloud (688228) has announced a transaction plan to acquire 70% of Nanning Taike Semiconductor Co., Ltd. in cash and 30% through share issuance, aiming to enhance its AI hardware and software integration layout [2][3][5] - The transaction is expected to create a win-win situation for both parties, allowing Kaipu Cloud to quickly enhance its high-performance storage capabilities in the AI infrastructure sector, while the counterparty, Jintai Semiconductor Co., Ltd., can enter the secondary market [3][12] - Kaipu Cloud's stock was suspended from trading on August 11 and is set to resume on August 25, with a notable stock price increase of 3.95% to 65.8 yuan per share on August 8, resulting in a total market capitalization of 4.443 billion yuan [3][6] Group 2 - The transaction is anticipated to constitute a significant asset restructuring, with Nanning Taike's revenue projected to exceed 50% of Kaipu Cloud's total revenue in 2024, meeting the criteria for major asset restructuring [6][10] - The financial data indicates that Nanning Taike's projected revenue for 2024 is 2.366 billion yuan, while Kaipu Cloud's net profits for 2023, 2024, and the first half of 2025 are expected to be 41.15 million yuan, 20.59 million yuan, and 3.78 million yuan, respectively [6][10] - The storage products from Jintai are crucial for AI infrastructure, particularly in high-performance storage applications for AI computing servers, highlighting the technological innovation and high barriers to entry in the storage industry [10][11] Group 3 - Kaipu Cloud's main business includes software development and hardware sales, focusing on AI large models, AI content security, smart energy, and smart governance, aiming to become a full-stack AI product service provider in the era of AGI [11] - The transaction will also involve a share transfer agreement where Kaipu Cloud's controlling shareholder and others will transfer a total of 20.73% of shares to Wugufen Deng Semiconductor Partnership, with a transfer price of 52.64 yuan per share, totaling 737 million yuan [13][14] - Following the share transfer, Wugufen Deng will hold over 5% of Kaipu Cloud's shares, making it a potential related party, thus classifying the transaction as a related party transaction [12][14]
江波龙20250822
2025-08-24 14:47
江波龙 20250822 摘要 江波龙 2025 年上半年业绩显著改善,二季度营收达 59.39 亿元,创历 史新高,毛利率回升至 14.82%。公司通过有效的费用控制和研发投入, 实现了业绩的稳健增长。 公司自研主控芯片取得突破,已推出多个系列芯片,累计部署超 8,000 万颗,预计 8 月底超 1 亿颗。UFS4.1 主控芯片性能领先,采用 5 纳米 工艺,并与全球前两大 foundry 合作。 公司通过 TCM 模式与闪迪等原厂合作,以 Forsea 品牌向 TIER one 客 户出货,提高国内市场占有率,提升服务器产品性能及利润率,并计划 逐步采用净额法确认收入。 企业级存储业务增长迅速,上半年增长近 200%,抓住千亿蓝海市场机 遇。SATA ESD 市占率国内领先,PCIe SSD 和 RDRAM 已批量导入头 部企业,并前沿布局 MRDIM、CHR2.0 及 Sokam 产品。 公司海外业务高速增长,雷克萨品牌作为国内唯一运营国际化高端消费 类品牌,持续增长。依托巴西制造基地 Zelia,海外出货同比增长 40%。 Q&A 公司在存储产品领域取得了哪些重要进展? 公司自 1999 年开始进入存 ...
688228,重大资产重组
中国基金报· 2025-08-24 11:16
【导读】开普云筹划重大资产重组,拟完善AI软硬件一体化布局 中国基金报记者 闻言 8月24日晚间,开普云发布重大资产购买暨关联交易预案称,公司拟通过支付现金方式购买南宁泰克半导体有限公司(以下简称南宁泰克) 70%的股权,并且拟以发行股份方式购买南宁泰克30%的股权并募集配套资金,预计构成重大资产重组和关联交易。 交易标的核心财务数据曝光 开普云否认股价异动 完成上述交易后,开普云将新增存储产品相关业务,完善AI软硬件一体化布局。深圳市金泰克半导体有限公司(以下简称金泰克)作为交易 对方,计划将其存储产品业务的经营性资产转移至南宁泰克。 开普云自8月11日开市起停牌,计划自8月25日开市起复牌。8月8日下午,开普云突然股价大涨,涨幅一度超过7%。截至8月8日收盘,开 普云股价报65.80元/股,涨幅达3.95%,总市值为44.43亿元。 开普云公告称,本次交易预计构成重大资产重组,主要是公司根据金泰克提供的资料初步判断,2024年,南宁泰克的营业收入占公司营业 收入的比例高于50%。 据悉,本次交易完成后,金泰克的所有存储产品业务及相关经营性资产将转移至南宁泰克,相关经营性资产初步模拟的财务数据(未经审 计) ...
AI时代,这家国产存储企业悄然崛起,备受关注
市值风云· 2025-08-24 10:08
AI正在推动存储市场加速扩容。 OpenAI的创始人奥特曼表示,准备筹划万亿级AI基建。美国科技巨头微软(MSFT.O)、Meta(MET A.O)、Alphabet(GOOG.O)等也纷纷加码AI资本开支,要在这场科技竞赛中占据一席之地。 受此推动,今年二季度,全球存储巨头SK海力士销售额同比增长35%至22万亿韩元,营业利润同比 大增68%至9万亿韩元,双双创下历史新高。美光(MU.O)二季度营收同比增长38%至80.5亿美元, 净利润同比增幅高达100%。 卡位稀缺,布局存储+晶圆级先进封装。 作者 | 小鑫 编辑 | 小白 产业上的狂飙突进,自然也搅动了股市中的一池春水。AI产业链中服务器、PCB板、铜缆高速互联等 等都成为A股中炙手可热的概念。 另一方面,AI PC、AI手机、AI眼镜等端侧AI需求,正在推高对高性能、大容量、超薄存储的需求。 作为国内存储解决方案领域的领军企业,佰维存储(688525.SH)正积极布局AI产业链,在存储技术 与先进封测领域持续发力,悄然构筑面向未来的核心竞争力。 在最近的8月11日,佰维存储发布半年报。我们不妨从个股的财报中一窥产业发展的方向,以及佰维 存储的竞争力 ...
江波龙实控人方拟减持 A股募23亿现金流负4年拟发H股
Zhong Guo Jing Ji Wang· 2025-08-21 06:56
Core Viewpoint - Jiangbolong (301308.SZ) announced a pre-disclosure of share reduction plan by its employee stock ownership platforms, which are controlled by the actual controller Cai Huabo, indicating a planned reduction of shares amounting to 5,480,000 shares, or 1.31% of the total share capital, between September 11, 2025, and December 10, 2025 [1][2]. Summary by Relevant Sections Share Reduction Plan - The employee stock ownership platforms, including Longxi No.1, Longxi No.2, Longxi No.3, Longjian Management, and Longxi No.5, collectively hold 69.3 million shares, representing 16.53% of the company's total share capital [1]. - The planned reduction includes specific share amounts for each platform: Longxi No.1 (1,504,035 shares), Longxi No.2 (1,504,035 shares), Longxi No.3 (1,409,143 shares), Longjian Management (564,606 shares), and Longxi No.5 (498,183 shares) [2]. Financial Background - Jiangbolong was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on August 5, 2022, with an initial public offering of 42 million shares at a price of 55.67 yuan per share, raising a total of 233.814 million yuan [4]. - The net proceeds from the IPO amounted to 218.50077 million yuan, which was 68.50077 million yuan more than the original plan of 150 million yuan intended for various projects [4]. - The company reported negative cash flow from operating activities for the years 2021 to 2024, with figures of -8.11 billion yuan, -3.26 billion yuan, -27.98 billion yuan, and -11.90 billion yuan respectively [4][5]. Future Plans - Jiangbolong submitted an application for issuing overseas listed foreign shares (H shares) to be listed on the Hong Kong Stock Exchange on March 21, 2025, which is subject to approval from relevant regulatory bodies [5].
佰维存储(688525):Q2营收强劲增长,持续关注晶圆级先进封装进展
ZHONGTAI SECURITIES· 2025-08-15 11:37
Investment Rating - The report maintains a "Buy" rating for the company [4][11]. Core Views - The company is positioned as a leader in storage solutions and is enhancing its layout in advanced wafer-level packaging [4]. - The company has shown strong revenue growth in Q2 2025, with a year-on-year increase of 38% and a quarter-on-quarter increase of 54% [5][6]. - The company is expected to benefit from rising storage prices, with significant price increases projected for various memory products in Q3 2025 [8]. - The company is focusing on high-end product development and has a strong R&D investment strategy, which is expected to enhance its competitive edge [11]. Financial Summary - Total shares outstanding: 461.27 million [2] - Circulating shares: 317.30 million [2] - Market price: 64.07 CNY [2] - Market capitalization: 29,553.29 million CNY [2] - Revenue forecast for 2023A: 3,591 million CNY, with a growth rate of 20% [4]. - Projected revenue for 2024A: 6,695 million CNY, with a growth rate of 86% [4]. - Projected net profit for 2025E: 461 million CNY, with a growth rate of 186% [4]. - Projected EPS for 2025E: 1.00 CNY [4]. - Projected P/E ratio for 2025E: 64.2 [4]. Market and Industry Analysis - The company has a strong market position in embedded storage, PC storage, automotive-grade storage, and enterprise storage, ranking among the top domestic storage manufacturers [8]. - The company is implementing a one-stop solution for storage and wafer-level advanced packaging, which is expected to enhance its competitiveness in the market [10]. - The company has successfully launched its first domestically developed main control chip, which is expected to cater to various applications, including smart wearables and automotive [10].