证券日报网讯万润科技10月22日在互动平台回答投资者提问时表示，公司控股子公司万润半导体主要聚 焦半导体存储器的设计、研发及销售，产品主要涵盖固态硬盘（SSD）、嵌入式存储（eMMC）产品、 内存产品等；在销售渠道方面，公司灵活采用直销与经销相结合的模式。 （文章来源：证券日报） ...

证券日报网讯万润科技（002654）10月20日在互动平台回答投资者提问时表示，公司重视科技创新和研 发投入，积极培育技术和产品竞争力。公司旗下子公司湖北长江万润半导体技术有限公司，其产品线已 涵盖固态硬盘(SSD)、嵌入式存储(eMMC)产品和内存产品。 ...

Group 1: Market Overview - A total of 36 stocks had closing orders exceeding 1 billion yuan today [2] - The stock with the highest closing order was Shanzi Gaoke, with 1,017,200 hands [2] - The top five stocks by closing order amount were Lixun Precision (2.69 billion yuan), Heertai (961 million yuan), Shanzi Gaoke (433 million yuan), Donghua Software (331 million yuan), and Changying Precision (308 million yuan) [2] Group 2: Apple Concept Stocks - Notable stocks in the Apple concept sector included Changying Precision, Hongfuhan, Keri Technology, Guoguang Electric, and Pengding Holdings [3] - Changying Precision has extensive cooperation with Apple in various fields, particularly in metal casings for Mac, straps for Apple Watch, and components for Apple Vision Pro [3] - Hongfuhan primarily provides functional structural components for Apple products, with an expected increase in orders due to the upcoming foldable screen phones [3] Group 3: Storage Chip Stocks - Key stocks in the storage chip sector included Wanrun Technology and Demingli [4] - Wanrun Technology focuses on the design, research, and sales of semiconductor storage devices, including SSDs and embedded storage [4] - Demingli specializes in flash memory controller design and storage module solutions, serving various sectors including data centers and consumer electronics [4] Group 4: Liquid Cooling Server Stocks - Prominent stocks in the liquid cooling server sector included Haiou Shares, Zhongke Shuguang, and Yingweike [5] - Zhongke Shuguang has developed immersion liquid cooling computers for applications in AI, big data, and cloud computing, achieving a PUE value as low as 1.04 [5] - Yingweike aims to leverage its technological advantages in both air and liquid cooling to expand its client base in data centers and computing equipment [5] Group 5: Net Buying Activity - Nine stocks on the Dragon and Tiger list had net purchases exceeding 1 billion yuan, with Yingweike leading at 805 million yuan [6] - Other notable net buying amounts included Chip Origin (523 million yuan), Shanzi Gaoke (363 million yuan), and Jucheng Shares (314 million yuan) [6] - Among stocks with institutional participation, Jucheng Shares and Chip Origin had the highest net buying amounts at 359 million yuan and 273 million yuan, respectively [6]

Group 1 - Micron Technology's stock rose by 3.52% on September 10, marking a total increase of 18.16% over six consecutive trading days, reaching a new high since June 2024 [1] - Optimistic expectations for memory product demand, driven by rapid AI development, are a key factor in the stock's rise, with forecasts indicating a supply shortage of 1.8% for DRAM and 4.0% for NAND by 2026 [1] - The data center business, which currently accounts for a majority of Micron's revenue with a gross margin close to 50%, is gaining increased market attention [1] Group 2 - Despite positive stock performance, caution is advised regarding financial operations and insider trading, as Chairman Sanjay Mehrotra sold shares on September 5, potentially reflecting management's short-term outlook [2] - Micron continues to strengthen its industry leadership through innovative memory and storage solutions, including collaborations with academic institutions like Xi'an Jiaotong University [2] - Long-term partnerships are expected to infuse new talent and energy into the company, enhancing its competitive position in the market [2]

Group 1 - The stock price of Wanrun Technology reached 12.02 yuan as of August 15, 2025, with a slight increase of 0.17% from the previous trading day [1] - The trading volume on that day was 317,998 hands, with a total transaction amount of 382 million yuan [1] - Wanrun Technology's main business includes LED lighting and cultural media, with a recent strategic focus on the semiconductor electronics industry [1] Group 2 - The company has established a holding subsidiary, Hubei Yangtze Wanrun Semiconductor Technology Co., Ltd., dedicated to the design, research, and sales of semiconductor memory [1] - Wanrun Technology has developed multiple products including solid-state drives, embedded flash memory, and RAM, applicable in consumer and industrial scenarios [1] - The company is constructing a storage module base in Shenzhen to enhance its industrial chain layout [1] Group 3 - On August 15, the net outflow of main funds was 49.01 million yuan, accounting for 0.48% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds was 7.34 million yuan [1]

Core Viewpoint - The company is focusing on developing a core strategy centered around the semiconductor electronics industry, aligning with national and provincial industrial development plans [1] Group 1: Business Strategy - The company has established a strategy to develop a new generation of information technology with a focus on semiconductor electronics as its main industry [1] - To effectively control operational management risks, the company is adopting a phased approach with research and sales leading, followed by gradual improvements in manufacturing [1] Group 2: Semiconductor Storage Business - In 2022, the company invested in a subsidiary, Hubei Changjiang Wanrun Semiconductor Technology Co., Ltd., located in Wuhan, focusing on the design, research, and sales of semiconductor storage devices [1] - The subsidiary has developed multiple products including solid-state drives, embedded flash memory, and RAM, applicable in consumer, industrial, and enterprise storage scenarios [1] Group 3: Expansion Plans - The company is constructing a storage module base in Shenzhen to create an integrated industry chain encompassing research, manufacturing, and sales of storage products [1] - There are plans to accelerate talent development for the new storage company to promote its growth [1]

Group 1 - Company has established a wholly-owned subsidiary, Shenzhen Wanrun Storage Technology Co., Ltd., with a registered capital of 100 million yuan to focus on advanced storage module manufacturing [2] - The strategic focus is on developing the semiconductor electronics industry as the core of the new generation information technology "main industry" strategy [2][3] - In December 2022, the company invested in Hubei Changjiang Wanrun Semiconductor Technology Co., Ltd., which focuses on the design, research, and sales of semiconductor storage devices, achieving a revenue of 128 million yuan in 2023 and projected revenue of 529 million yuan in 2024 [2] Group 2 - The company aims to enhance its business scale and profitability in the new generation information technology sector by leveraging global economic trends and regional advantages in the Guangdong-Hong Kong-Macao Greater Bay Area [3] - The advanced storage module manufacturing project in Shenzhen is expected to improve operational efficiency and quality, enabling the company to better meet the demands of mid-to-high-end customers and increase market competitiveness [3] - The initiative is part of the company's goal to become an influential technology-driven and innovative listed company in the new generation information technology field [3]