《关于深圳市德明利技术股份有限公司申请向特定对象发行股票的审核问询函的回复（豁免 版）》 《大信会计师事务所（特殊普通合伙）《关于深圳市德明利技术股份有限公司申请向特定对象发 行股票的审核问询函》之回复（豁免版）》 《广东信达律师事务所关于深圳市德明利技术股份有限公司2025年度向特定对象发行股票的补充 法律意见书（一）》 《关于深圳市德明利技术股份有限公司2025年度向特定对象发行股票并在主板上市之发行保荐书 （修订版）》 《华泰联合证券有限责任公司关于深圳市德明利技术股份有限公司2025年度向特定对象发行股票 并在主板上市之上市保荐书（修订版）》 《深圳市德明利技术股份有限公司2025年度向特定对象发行股票并在主板上市募集说明书（修订 版）》 《关于公司2025年向特定对象发行股票的审核问询函回复及募集说明书等申请文件更新的提示性 公告》 最新公告列表 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 截至2026年2月3日收盘，德明利（001309）报收于252.59元，较前一交易日上涨1.64%，最新总市值为 572.99亿元 ...

随着AI崛起引爆存储市场超级周期，国产存储厂商不仅迎来业绩上涨，更在资本化道路上加速竞跑。 继1月13日，国内存储芯片厂商兆易创新（603986）正式登陆港股后，1月30日，全球最大的内存互连芯片厂商澜起科技也正式启动港股全球发 售，预计在2月9日开始在香港交易所挂牌交易，实现A+H两地上市。 这只是当前存储产业上市潮的一角。一月以来，又有三家存储企业向港股递交了上市申请，分别是独立存储器厂商宏芯宇电子、生产代码型闪 存芯片的企业芯天下、AI存储方案提供商星辰天合。其中，星辰天合拟寻求通过第18C章规则在联交所主板上市。 与此同时，北交所与创业板也迎来存储企业冲刺。 主营存储颗粒产品、存储KGD产品等的专精特新小巨人企业——紫光国芯在近期进行了上市辅导备案登记，拟申请在北交所上市。去年上半 年获得创业板受理的首家未盈利企业——大普微，也在1月19日收到了证监会的注册批文，有望成为企业级SSD第一股。 多家存储企业申报IPO 据不完全统计，去年下半年以来，已有至少十家存储厂商递交了IPO申请或进行上市辅导申报，覆盖从核心芯片设计到模组制造的多个细分领 域，并横跨消费电子、企业级SSD、AI存储等诸多赛道，呈现出 ...

截至2026年1月5日收盘，德明利（001309）报收于249.9元，较前一交易日上涨7.77%，最新总市值为 566.89亿元。该股当日开盘244.09元，最高253.0元，最低243.0元，成交额达45.19亿元，换手率为 11.31%。 最新公告列表 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 《广东信达律师事务所关于深圳市德明利技术股份有限公司2025年度向特定对象发行股票的法律 意见书》 《深圳市德明利技术股份有限公司最近一年的财务报告及其审计报告以及最近一期的财务报告 （申报稿）》 《华泰联合证券有限责任公司关于深圳市德明利技术股份有限公司2025年度向特定对象发行股票 并在主板上市之上市保荐书》 《关于深圳市德明利技术股份有限公司2025年度向特定对象发行股票并在主板上市之发行保荐 书》 《深圳市德明利技术股份有限公司2025年度向特定对象发行股票并在主板上市募集说明书（申报 稿）》 《关于向特定对象发行股票申请获得深圳证券交易所受理的公告》 《关于控股股东部分股份质押的公告》 同日，公司发布公告称，已提交《深圳市 ...

交易所数据显示，截至2025年12月26日9时40分，德明利当前价格238.50元，涨幅9.77%，开盘213.01 元，最高239.00元，最低213.01元，成交量9.72万手，成交额22.32亿元，振幅11.96%，换手率6.04%。 声明：本内容由AI生成，数据资料来自于交易所及第三方公开信息，仅供参考，不构成投资建议。 本文源自：市场资讯 作者：智投君 消息面上，美光发布第一财季业绩超预期，受益于存储芯片供应趋紧、价格大幅上涨及AI数据中心需 求迅猛增长，公司上调2026财年资本支出指引至约200亿美元，用于支持HBM供应能力及1-gamma工艺 节点产能。存储产品涨价潮仍在延续，多机构数据显示当前存储产品现货价格坚挺，行业看涨情绪蔓 延。美国银行预测2026年全球半导体销售额将同比增长30%，突破1万亿美元年度销售里程碑。 AI技术的广泛应用带动数据存储需求持续提升，推动存储产业链上下游需求扩张。国产存储厂商在技 术研发和产能布局上持续发力，产业链自主可控进程稳步推进，为相关企业发展提供支撑。 市场围绕存储芯片行业高景气度展开炒作，AI驱动下存储需求爆发式增长，存储产品涨价潮延续，德 明利作为存储 ...

责任编辑：张俊 SF065 美光科技（MU）周四早盘一度上涨超过15%，此前该公司报告第一季度营收达136.4亿美元，调整后每 股收益4.78美元，均超预期；公司预计第二季度营收约187亿美元，每股收益约8.42美元，理由是AI数 据中心需求强劲且产品提价。 责任编辑：张俊 SF065 美光科技（MU）周四早盘一度上涨超过15%，此前该公司报告第一季度营收达136.4亿美元，调整后每 股收益4.78美元，均超预期；公司预计第二季度营收约187亿美元，每股收益约8.42美元，理由是AI数 据中心需求强劲且产品提价。 ...

Core Viewpoint - The storage industry is experiencing a "super cycle" driven by AI demand, leading to significant expansion plans from major companies like Jiangbolong and Demingli, with expectations of continued price increases into the first half of next year [1][5]. Group 1: Expansion Plans - Jiangbolong has announced a fundraising plan of 3.7 billion yuan, while Demingli has proposed a 3.2 billion yuan expansion plan [1]. - Jiangbolong's fundraising will focus on three key areas: storage product application technology development, NAND Flash main control chip design, and storage chip packaging and testing [1]. - Demingli aims to enhance its full-chain technical capabilities from storage main control chip R&D to storage module delivery through its fundraising projects [1]. Group 2: AI Market Focus - Jiangbolong's fundraising will support high-end storage development and industrialization projects aimed at the AI sector, with a total investment of 930 million yuan for AI-related storage solutions [3][4]. - The demand for storage in AI servers is significantly higher than in traditional servers, with DRAM usage approximately eight times and NAND Flash usage three times that of conventional servers [3]. - Both companies are targeting high-capacity and high-performance solid-state drives (SSDs) and memory products to meet the growing needs of AI applications [4]. Group 3: Market Outlook - The global semiconductor storage market is projected to grow by 16.2% by 2026, reaching a size of 214.8 billion USD, presenting opportunities for domestic storage manufacturers [5]. - Jiangbolong and Demingli are both focusing on enhancing their production capabilities to meet the increasing demand from data centers and AI applications [5]. - The storage industry is characterized by a supply-demand imbalance, with expectations of limited supply from upstream manufacturers in the coming years [6]. Group 4: Financial Health and Strategy - Both companies are facing cash flow challenges, with Demingli reporting negative operating cash flow for several consecutive quarters and a high debt ratio of 73.28% [7]. - Jiangbolong has initiated a plan for H-share listing to address its urgent funding needs, indicating a strong demand for capital in the storage sector [7]. - Companies are adopting inventory management strategies to ensure supply chain stability amid market volatility, with a focus on aligning procurement with sales plans [7][8].

Core Viewpoint - Wanrun Technology (002654) has clarified its main storage products, which include solid-state drives (SSD), embedded storage (eMMC), and memory products, applicable in various fields such as computers, mobile phones, smart vehicles, data centers, servers, security equipment, industrial control devices, and mobile storage [1] Group 1 - The company's primary storage products consist of SSDs, eMMCs, and memory products [1] - These products are utilized in multiple sectors including computers, mobile devices, smart vehicles, and data centers [1] - The company distinguishes its major clients as those with higher market share and better brand recognition compared to smaller clients [1]

Group 1 - The Chinese government emphasizes the importance of high-quality technological supply to lead the construction of a modern industrial system, with plans to implement major national technological tasks for decisive breakthroughs in key areas [2] - Alibaba plans to "actively" invest in enhancing artificial intelligence capabilities, potentially exceeding its previously committed investment of 380 billion RMB over three years, indicating a strong demand for AI resources [3] - The National Space Administration of China has issued an action plan to promote the high-quality and safe development of commercial space, establishing a national commercial space development fund to encourage long-term and strategic investments [4] Group 2 - The significant increase in black tungsten concentrate prices, which have risen by 132% this year, is expected to be transmitted downstream, supported by strong demand in emerging sectors such as photovoltaic tungsten wire and military applications [7] - Alibaba's financial report for Q2 of fiscal year 2026 shows revenue of 247.8 billion RMB, a year-on-year increase of 4.8%, with adjusted earnings per ADS at 4.36 RMB, below market expectations [9] - The stock of *ST Suwu has been suspended due to major violations leading to forced delisting, while *ST Dongtong faces potential termination of listing due to fraudulent disclosures in annual reports [10] Group 3 - The U.S. stock market indices have collectively risen for three consecutive trading days, with the Dow Jones up by 1.43%, indicating a positive market sentiment [14] - The U.S. 10-year Treasury yield has fallen below 4% for the first time since late October, reflecting increased market expectations for aggressive interest rate cuts [19]

Fundraising and Expansion Plans - Demingli plans to raise no more than 3.2 billion yuan for the expansion of solid-state drives and memory products, including a smart storage management and R&D headquarters project [1] - Nuo Puxin intends to issue A-shares to raise no more than 1.45 billion yuan for blueberry base expansion and international R&D center projects [4] - Anglikang aims to raise no more than 1.16 billion yuan for innovative drug R&D and industrialization projects [5] Management Changes - Shangwei New Materials elected Peng Zhihui as the chairman of the fourth board of directors [2] - Fusenmei's vice president and board secretary Zhang Fengshu is under investigation, with operations expected to remain normal [3] Mergers and Acquisitions - Guosheng Technology plans to acquire 100% equity of Fuyue Technology for 240.6 million yuan, which will positively impact the company's development [6] - China Aluminum's subsidiary Yun Aluminum plans to acquire stakes in three aluminum companies for a total of 2.27 billion yuan [12] Share Transfers and Control Changes - Xinyaqiang's controlling shareholder transferred 94,420,253 shares at 20.76 yuan per share, totaling 1.96 billion yuan, changing the controlling shareholder to a private equity fund [7] - Junting Hotel's controlling shareholder is planning a change in control, leading to a temporary stock suspension [8] Investments and Strategic Initiatives - Dayang Electric is investing 10 million yuan in a private equity fund focused on robotics, enhancing its strategic positioning in the industry [13] - Huashi Technology is increasing its investment in a robotics company to expand its AI application scenarios [14] Stock Buybacks and Shareholder Actions - Century Huatong has secured a loan commitment of up to 900 million yuan for stock repurchase [12] - Wanrun shares' controlling shareholder plans to increase holdings between 365 million and 730 million yuan to boost investor confidence [15]

Core Viewpoint - Wanrun Technology's subsidiary, Hubei Changjiang Wanrun Semiconductor Technology Co., focuses on the design, research, and sales of semiconductor memory products, including solid-state drives (SSD), embedded memory (eMMC), and memory products [2]. Group 1 - Wanrun Technology's main product offerings include SSDs, eMMC, and various memory products [2].