1月12日，德明利盘中上涨2.12%，截至14:10，报240.03元/股，成交21.57亿元，换手率5.68%，总市值 544.50亿元。 资金流向方面，主力资金净流出7598.89万元，特大单买入3.36亿元，占比15.59%，卖出3.93亿元，占比 18.21%；大单买入5.83亿元，占比27.03%，卖出6.02亿元，占比27.93%。 责任编辑：小浪快报 德明利所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：汽车电子、物联网、AIPC概 念、存储概念、融资融券等。 截至12月31日，德明利股东户数5.53万，较上期减少15.60%；人均流通股2910股，较上期增加18.48%。 2025年1月-9月，德明利实现营业收入66.59亿元，同比增长85.13%；归母净利润-2707.65万元，同比减 少106.42%。 分红方面，德明利A股上市后累计派现7824.96万元。 机构持仓方面，截止2025年9月30日，德明利十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股514.51万股，相比上期增加379.72万股。易方达供给改革混合（002910）位居第十大流通股 东，持股15 ...

12月25日，德明利盘中上涨3.62%，截至09:35，报229.00元/股，成交9.71亿元，换手率2.68%，总市值 519.57亿元。 资金流向方面，主力资金净流入3405.11万元，特大单买入1.97亿元，占比20.32%，卖出2.33亿元，占比 24.00%；大单买入2.85亿元，占比29.36%，卖出2.15亿元，占比22.18%。 德明利今年以来股价涨268.93%，近5个交易日涨11.35%，近20日涨6.92%，近60日涨25.82%。 今年以来德明利已经15次登上龙虎榜，最近一次登上龙虎榜为12月19日，当日龙虎榜净买入-8309.07万 元；买入总计4.20亿元 ，占总成交额比12.98%；卖出总计5.03亿元 ，占总成交额比15.55%。 分红方面，德明利A股上市后累计派现7824.96万元。 机构持仓方面，截止2025年9月30日，德明利十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股514.51万股，相比上期增加379.72万股。易方达供给改革混合（002910）位居第十大流通股 东，持股152.41万股，相比上期减少13.58万股。广发中小盘精选混合A（005598 ...

Core Viewpoint - The stock of Demingli has shown significant growth this year, with a year-to-date increase of 275.65%, indicating strong market performance and investor interest [1][2]. Company Overview - Demingli Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on November 20, 2008. It was listed on July 1, 2022. The company specializes in the design and development of flash memory controller chips and storage module products [2]. - The main revenue sources for Demingli are embedded storage products (41.37%), solid-state drives (37.34%), mobile storage products (13.06%), and memory modules (8.22%) [2]. - The company operates within the semiconductor and digital chip design sector and is associated with concepts such as storage, SMIC, and chip financing [2]. Financial Performance - For the period from January to September 2025, Demingli achieved a revenue of 6.659 billion yuan, representing a year-on-year growth of 85.13%. However, the net profit attributable to the parent company was -27.07 million yuan, a decrease of 106.42% compared to the previous year [2]. - Since its A-share listing, Demingli has distributed a total of 78.2496 million yuan in dividends [3]. Shareholder Information - As of September 30, 2025, Demingli had 36,900 shareholders, an increase of 22.38% from the previous period. The average number of circulating shares per shareholder was 4,350, a decrease of 17.98% [2]. - The third-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 5.1451 million shares, which is an increase of 3.7972 million shares from the previous period [3].

Core Viewpoint - Demingli's stock has shown significant growth this year, with a year-to-date increase of 211.40%, despite a recent slight decline in the last five trading days [1][2]. Group 1: Stock Performance - As of October 23, Demingli's stock price reached 193.29 CNY per share, with a trading volume of 20.32 billion CNY and a turnover rate of 6.66%, resulting in a total market capitalization of 438.55 billion CNY [1]. - The stock has experienced a net inflow of 2.01 billion CNY from major funds, with large orders accounting for 28.47% of total purchases [1]. - Over the past 60 days, the stock price has increased by 130.38%, while it has decreased by 1.61% in the last five trading days [1]. Group 2: Company Overview - Demingli, established on November 20, 2008, and listed on July 1, 2022, specializes in the design and development of flash memory controller chips and storage module products [2]. - The company's revenue composition includes embedded storage products (41.37%), solid-state drives (37.34%), mobile storage products (13.06%), and memory modules (8.22%) [2]. - As of October 10, the number of shareholders increased by 22.38% to 36,900, with an average of 4,350 circulating shares per person, a decrease of 17.98% [2]. Group 3: Financial Performance - For the first half of 2025, Demingli reported a revenue of 4.109 billion CNY, reflecting a year-on-year growth of 88.83%, while the net profit attributable to shareholders was -118 million CNY, a decrease of 130.43% [2]. - Since its A-share listing, the company has distributed a total of 78.2496 million CNY in dividends [3]. Group 4: Institutional Holdings - As of June 30, 2025, major shareholders include E Fund Supply-side Reform Mixed Fund, which increased its holdings by 27.51 million shares, and Hong Kong Central Clearing Limited, which reduced its holdings by 41.61 million shares [3].

Core Viewpoint - Demingli's stock experienced a decline of 3.54% on October 13, with a trading volume of 4.319 billion yuan, indicating potential volatility in the market [1] Financing Summary - On October 13, Demingli had a financing buy amount of 486 million yuan and a financing repayment of 517 million yuan, resulting in a net financing outflow of 30.51 million yuan [1] - The total financing and securities lending balance for Demingli reached 1.329 billion yuan, with the financing balance of 1.324 billion yuan accounting for 3.13% of the circulating market value, which is above the 90th percentile level over the past year [1] - In terms of securities lending, Demingli repaid 880 shares and sold 3,200 shares on October 13, with a selling amount of 611,200 yuan, and the remaining securities lending balance was 502.14 million yuan, also above the 90th percentile level over the past year [1] Business Performance - As of September 30, Demingli had 30,100 shareholders, an increase of 18.22% from the previous period, with an average of 5,304 circulating shares per person, a decrease of 15.41% [2] - For the first half of 2025, Demingli reported an operating income of 4.109 billion yuan, representing a year-on-year growth of 88.83%, while the net profit attributable to shareholders was -118 million yuan, a decrease of 130.43% year-on-year [2] Dividend and Shareholding Structure - Since its A-share listing, Demingli has distributed a total of 78.2496 million yuan in dividends [3] - As of June 30, 2025, among the top ten circulating shareholders, E Fund Supply-side Reform Mixed Fund ranked fifth with 1.6599 million shares, an increase of 275,100 shares from the previous period [3] - Hong Kong Central Clearing Limited ranked sixth with 1.3479 million shares, a decrease of 416,100 shares, while GF Small and Medium-sized Cap Selection Mixed Fund ranked eighth with 1.2103 million shares, an increase of 309,000 shares [3]

Company Overview - Shenzhen Demingli Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on November 20, 2008. It was listed on July 1, 2022. The company's main business involves the design and development of flash memory controller chips, application solutions for storage module products, and sales of storage module products [2]. - The revenue composition of Demingli includes embedded storage products (41.37%), solid-state drives (37.34%), mobile storage products (13.06%), memory bars (8.22%), and others (0.01%) [2]. Financial Performance - For the period from January to June 2025, Demingli achieved operating revenue of 4.109 billion yuan, representing a year-on-year growth of 88.83%. However, the net profit attributable to the parent company was -118 million yuan, a decrease of 130.43% year-on-year [2]. - Since its A-share listing, Demingli has distributed a total of 78.2496 million yuan in dividends [3]. Stock Market Activity - On September 8, Demingli's stock price fell by 2.05%, trading at 93.61 yuan per share, with a total market capitalization of 21.239 billion yuan [1]. - Year-to-date, Demingli's stock price has increased by 50.81%, but it has seen a decline of 8.20% over the last five trading days and a slight decrease of 0.34% over the last 20 days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on March 3, where it recorded a net buy of -26.3579 million yuan [1]. Shareholder Information - As of June 30, 2025, Demingli had 32,000 shareholders, an increase of 3.46% from the previous period. The average circulating shares per person decreased by 3.35% to 5,000 shares [2]. - Among the top ten circulating shareholders, E Fund Supply-side Reform Mixed Fund (002910) is the fifth largest, holding 1.6599 million shares, an increase of 275,100 shares from the previous period [3].

Core Insights - The company Demingli experienced a stock price increase of 1.16% on August 28, with a trading volume of 1.048 billion yuan [1] - As of August 28, the total margin balance for Demingli was 1.357 billion yuan, indicating a high level of margin activity [1] - For the first half of 2025, Demingli reported a revenue of 4.109 billion yuan, reflecting a year-on-year growth of 88.83%, but a net profit loss of 118 million yuan, a decrease of 130.43% compared to the previous year [2] Financing and Margin Activity - On August 28, Demingli had a financing buy-in of 125 million yuan and a repayment of 138 million yuan, resulting in a net financing outflow of 12.6573 million yuan [1] - The current financing balance of 1.355 billion yuan accounts for 6.25% of the company's market capitalization, which is above the 90th percentile of the past year [1] - In terms of securities lending, Demingli repaid 600 shares and sold 1,200 shares on August 28, with a total selling amount of 117,600 yuan [1] Shareholder and Institutional Holdings - As of August 20, the number of shareholders for Demingli increased by 3.46% to 32,000, while the average number of circulating shares per person decreased by 3.35% to 5,000 shares [2] - As of June 30, 2025, the top ten circulating shareholders included notable institutional investors, with E Fund Supply-side Reform Mixed Fund holding 1.6599 million shares, an increase of 275,100 shares from the previous period [3] - Hong Kong Central Clearing Limited reduced its holdings by 416,100 shares, while Guangfa Small and Medium-sized Cap Selected Mixed Fund increased its holdings by 309,000 shares [3] Business Overview - Demingli, established on November 20, 2008, and listed on July 1, 2022, specializes in the design and development of flash memory controller chips and storage module products [1] - The company's revenue composition includes embedded storage products (41.37%), solid-state drives (37.34%), mobile storage products (13.06%), and memory modules (8.22%) [1]