中芯国际高管：从代工行业和存储行业来看，来年行业产能扩充的速度只会增高不会降低。 ...

每经头条（nbdtoutiao）——谁在替王家卫写《繁花》？揭秘影视剧本层层转包"枪手链" （记者 曾健辉） 每经AI快讯，江波龙（SZ 301308，收盘价：310元）发布公告称，2025年11月10日10:00-11:00、2025年 11月10日13:30-14:30、2025年11月10日15:00-16:30，江波龙接受东北证券等投资者调研，公司副总经 理、董事会秘书许刚翎，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。 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1299亿元。 ...

（文/罗叶馨梅）2025年11月11日，佰维存储（688525.SH）在投资者互动平台表示，公司企业级业务处于高速发展阶段，已获得服务器厂商、头部互联网厂 商以及国内头部OEM厂商的核心供应商资质，并实现预量产出货。公司称，这标志着企业级商业化落地能力显著提升。 公司介绍，企业级产品面向数据中心与关键业务场景，对性能稳定性、持续写入寿命与长期可靠性要求更高，认证周期与导入流程相对更为严格。核心供应 商资质的获取通常意味着完成多轮验证并进入客户体系，为后续批量订单铺路。 在客户结构上，服务器与互联网厂商具备规模化部署与快速迭代的特点，OEM厂商负责整机集成与渠道覆盖，三方协同可加速企业级新品的放量节奏。公 司在预量产阶段通过工艺爬坡与一致性管控，逐步提升良率与交付稳定性。 公司方面表示，将继续完善产品矩阵并加深与核心客户的协同开发，围绕性能、可靠性与能效等维度推进代际升级，同时优化供应链以提升规模化供货能 力。 业内认为，核心资质+预量产的组合意味着商业化"临门一脚"，后续需关注批量导入节奏、下游需求波动以及价格竞争对盈利能力的影响。若公司顺利实现 大规模量产，客户结构与产品结构有望进一步优化。（校对/秋贤） ...

Core Viewpoint - The company has decided to acquire a 24.4004% stake in its subsidiary, YaoYun Technology (Xi'an) Co., Ltd., from minority shareholders, which will make YaoYun Technology a wholly-owned subsidiary of the company. This move aims to enhance control over core assets and improve decision-making efficiency [5][25][46]. Group 1: Acquisition Details - The acquisition involves purchasing shares from two entities: Xi'an Dingli Yun Yao Technology Partnership (Limited Partnership) and Beijing Leike Ruiheng Technology Center (Limited Partnership) [5][13]. - The total transaction price for the 24.4004% stake is set at 117,121,920 yuan, based on an assessed value of 480 million yuan for YaoYun Technology's total equity [6][38]. - The transaction is classified as a related party transaction due to the involvement of significant shareholders and directors in the selling entities, but it does not constitute a major asset restructuring [5][14][23]. Group 2: Financing and Loan Details - To facilitate the acquisition, the company plans to apply for a merger loan of up to 100 million yuan from a bank, with the loan secured by part of the shares in YaoYun Technology [8][19]. - The loan will be used exclusively for the payment of the acquisition price, and the final terms will be determined through agreements with the bank [8][20]. - The company maintains a strong financial position, indicating that the loan will not pose significant financial risks [20][46]. Group 3: Strategic Implications - The acquisition aligns with the company's strategic goals to strengthen its core asset rights and enhance operational efficiency [5][46]. - By consolidating ownership of YaoYun Technology, the company aims to improve decision-making processes and foster better collaboration among its subsidiaries [46]. - The move is expected to enhance the company's overall operational capabilities and support its long-term development plans [46].

每经AI快讯，江波龙（SZ 301308，收盘价：261.31元）发布公告称，2025年10月29日，江波龙接受华 安基金管理有限公司等投资者调研，公司副总经理、董事会秘书许刚翎等人回答了投资者提出的问题。 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%。 每经头条（nbdtoutiao）——多地出现"负电价"，既然卖电"不挣钱"，为何电厂不愿停机？ （记者 王晓波） 截至发稿，江波龙市值为1095亿元。 ...

Core Viewpoint - The company reported a significant increase in revenue for the first three quarters, but a substantial decline in net profit, indicating potential challenges in profitability despite revenue growth [1] Financial Performance - The company's operating revenue for the first three quarters reached 6.575 billion yuan, representing a year-on-year increase of 30.84% [1] - The net profit attributable to shareholders was 30.41 million yuan, showing a year-on-year decline of 86.67% [1] - The company reported a non-recurring net loss of 18.36 million yuan [1]

Group 1 - Jiangbolong (SZ 301308) announced a research meeting with CITIC Securities scheduled for October 20 and 22, 2025, where the company's Vice General Manager and Board Secretary Xu Gangling will participate [1] - For the year 2024, Jiangbolong's revenue composition is entirely from the storage industry, accounting for 100.0% [1] - As of the report date, Jiangbolong's market capitalization stands at 93.1 billion yuan [1] Group 2 - In 2023, China's innovative pharmaceuticals have generated 80 billion USD in overseas licensing deals [1] - The secondary market for biomedicine is experiencing a surge, while the primary market is facing challenges in fundraising [1]

Core Viewpoint - MinIO, a widely used open-source object storage system, has stirred controversy in the community by ceasing the distribution of official Docker images, requiring users to build their own from source code, which has raised concerns about operational difficulties and security risks [1][6][7]. Group 1: MinIO Overview - MinIO is a high-performance distributed object storage system compatible with Amazon S3 API, widely adopted by over 9,000 companies in China, including Alibaba and Tencent, for private and hybrid cloud storage solutions [5]. - The system has achieved over 1 billion downloads on Docker Hub, indicating its popularity and extensive use in cloud-native architectures and big data analytics [5]. Group 2: Impact of Stopping Binary Distribution - The decision to stop distributing official Docker images means users must now build containers from source, increasing operational complexity and potential security risks, particularly for enterprises with high compliance requirements [6][7]. - Users have expressed dissatisfaction over the lack of prior notice regarding this change, which has disrupted existing deployment plans [7][9]. Group 3: Community Reaction - The community has reacted with criticism, with some users calling for forks of the project or migration to other S3-compatible solutions due to the perceived shift in MinIO's support and distribution strategy [14][17]. - Concerns have been raised about the trustworthiness of MinIO, especially among paying enterprise customers who feel that the removal of features and support for the open-source version resembles a lock-in strategy [9][10]. Group 4: Reasons Behind the Change - MinIO's decision to stop binary distribution is attributed to the need to manage resources better and combat the issue of "free-riding," where large companies utilize MinIO without contributing back to the community [10][21]. - The company has shifted its open-source license to AGPLv3 to ensure that users providing services based on MinIO must also share their source code, aiming to enhance community contributions [10]. Group 5: Future Outlook - The ongoing tension between maintaining an open-source project and the need for commercial viability highlights the challenges faced by companies like MinIO in balancing community support with business sustainability [21].

Core Viewpoint - Lenovo Group's stock price surged over 10%, reaching a new high since February 24, following positive news regarding its acquisition of Infinidat, a high-end enterprise storage solutions company [1][2] Group 1: Acquisition Details - Infinidat announced the expansion of its InfiniBox G4 storage array product line, introducing smaller models and upgrading existing products [1] - The acquisition plan between Lenovo and Infinidat is progressing smoothly, with an expected completion by the end of 2025 [1] Group 2: Strategic Implications - The collaboration does not involve significant product overlap, eliminating the need for large-scale adjustments to existing product lines [2] - Infinidat's core advantages, such as 100% availability, network recovery, and performance guarantees, will remain intact, enhancing Lenovo's offerings in the high-end storage market [2] - Post-acquisition, Infinidat's business will be integrated into Lenovo's Infrastructure Solutions Group, strengthening Lenovo's capabilities in the high-end market beyond small and medium-sized businesses [2]

Core Viewpoint - Jiangbolong has been granted approval for a secondary listing in Hong Kong, which serves as a supplement to its A-share listing, potentially making it a relatively stable investment target in the Chinese semiconductor industry [2] Group 1: Company Overview - Jiangbolong is positioned in the low-end segment of the Chinese memory industry, which may help it avoid geopolitical risks [2] - The company is preparing for a secondary listing in Hong Kong after receiving approval from the China Securities Regulatory Commission (CSRC) [2] - Jiangbolong's revenue growth has significantly improved in the second quarter, following a weak start to the year, as global memory prices stabilized [2] Group 2: Financial Performance - In 2022, Jiangbolong's revenue surged by 73% to 17.5 billion yuan (approximately 2.46 billion USD), compared to a previous growth rate of 22% [4] - The company's revenue for the second quarter reached 5.94 billion yuan, marking a substantial increase from the first quarter [4] - Despite a significant drop in net profit from 594 million yuan to 14.8 million yuan in the first half of the year, the company reported a net profit of 234 million yuan in the second quarter, tripling the first quarter's profit [4] Group 3: Market Position and Strategy - Jiangbolong primarily generates revenue from embedded storage products in PCs and smartphones, with approximately 50% of revenue coming from this category [3] - The company has ambitions in chip manufacturing, as evidenced by its acquisition of a 70% stake in a Suzhou-based memory chip packaging factory [2][3] - Jiangbolong's overseas business has a significantly higher profitability compared to its domestic operations, with overseas products accounting for about 70% of total revenue and achieving a gross margin of 15.02% [4] Group 4: Industry Trends - The rapid development of artificial intelligence and cloud computing is shifting storage demand from end-user devices to cloud services, posing a significant risk to Jiangbolong's consumer business [4] - The memory industry is characterized by strong cyclical properties, leading to noticeable fluctuations in Jiangbolong's business over the past two years [4] - The recovery of the memory chip industry, combined with strong market demand for Chinese chip-related products, may benefit Jiangbolong's future prospects [5]