11月18日，江波龙跌5.22%，截至发稿，报272.72元/股，成交13.37亿元，换手率1.75%，总市值1143.09 亿元。 资料显示，深圳市江波龙电子股份有限公司位于深圳市前海深港合作区南山街道听海大道5059号鸿荣源 前海金融中心二期B座2001、2201、2301,中国香港新界沙田安睦街28号永得利中心7楼B室，成立日期 1999年4月27日，上市日期2022年8月5日，公司主营业务涉及半导体存储应用产品的研发、设计与销 售。主营业务收入构成为：存储产品及相关99.99%，其他(补充)0.01%。 从基金十大重仓股角度 数据显示，国融基金旗下1只基金重仓江波龙。国融融盛龙头严选混合A（006718）三季度持有股数 14.85万股，占基金净值比例为3.86%，位居第九大重仓股。根据测算，今日浮亏损失约222.9万元。 国融融盛龙头严选混合A（006718）成立日期2019年5月29日，最新规模1.33亿。今年以来收益 13.48%，同类排名5290/8140；近一年收益8.84%，同类排名5992/8057；成立以来收益117.5%。 国融融盛龙头严选混合A（006718）基金经理为周德生。 截至 ...

来源：新浪证券-红岸工作室 11月13日，江波龙涨5.23%，成交额68.67亿元。两融数据显示，当日江波龙获融资买入额10.30亿元， 融资偿还9.44亿元，融资净买入8585.46万元。截至11月13日，江波龙融资融券余额合计30.65亿元。 融资方面，江波龙当日融资买入10.30亿元。当前融资余额30.36亿元，占流通市值的2.22%，融资余额 超过近一年90%分位水平，处于高位。 分红方面，江波龙A股上市后累计派现3.02亿元。近三年，累计派现1.04亿元。 机构持仓方面，截止2025年9月30日，江波龙十大流通股东中，香港中央结算有限公司位居第八大流通 股东，持股611.39万股，相比上期增加485.41万股。易方达创业板ETF（159915）、兴全合润混合A （163406）、南方中证500ETF（510500）、兴全商业模式混合(LOF)A（163415）、德邦半导体产业混 合发起式A（014319）、兴全新视野定期开放混合型发起式（001511）退出十大流通股东之列。 融券方面，江波龙11月13日融券偿还100.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量8.9 ...

Core Insights - Jiangbolong's stock price increased by 6.21% on November 11, with a trading volume of 8.474 billion yuan [1] - The company reported a financing net purchase of 2.57 billion yuan on the same day, indicating strong investor interest [1] - As of November 11, the total margin balance for Jiangbolong reached 2.918 billion yuan, which is at a high level compared to the past year [1] Financing and Margin Data - On November 11, Jiangbolong had a financing buy amount of 1.464 billion yuan and a financing repayment of 1.207 billion yuan [1] - The current financing balance of 2.892 billion yuan accounts for 2.29% of the circulating market value, exceeding the 90th percentile level over the past year [1] - The company also had a short selling activity with 1,600 shares repaid and 1,400 shares sold, with a short selling balance of 25.9479 million yuan, also at a high level [1] Company Overview - Jiangbolong Electronics Co., Ltd. was established on April 27, 1999, and went public on August 5, 2022 [1] - The company specializes in the research, design, and sales of semiconductor storage application products, with 99.99% of its revenue coming from storage products [1] Financial Performance - For the period from January to September 2025, Jiangbolong achieved a revenue of 16.734 billion yuan, representing a year-on-year growth of 26.12% [2] - The net profit attributable to the parent company was 713 million yuan, reflecting a year-on-year increase of 27.95% [2] Shareholder and Dividend Information - As of September 30, 2025, Jiangbolong had 43,800 shareholders, an increase of 25.06% from the previous period [2] - The company has distributed a total of 302 million yuan in dividends since its A-share listing, with 104 million yuan in the last three years [3] - The eighth largest circulating shareholder is Hong Kong Central Clearing Limited, which increased its holdings by 4.8541 million shares [3]

来源：新浪证券-红岸工作室 分红方面，江波龙A股上市后累计派现3.02亿元。近三年，累计派现1.04亿元。 11月7日，江波龙涨3.49%，成交额68.91亿元。两融数据显示，当日江波龙获融资买入额10.64亿元，融 资偿还7.92亿元，融资净买入2.72亿元。截至11月7日，江波龙融资融券余额合计25.40亿元。 资料显示，深圳市江波龙电子股份有限公司位于深圳市前海深港合作区南山街道听海大道5059号鸿荣源 前海金融中心二期B座2001、2201、2301,中国香港新界沙田安睦街28号永得利中心7楼B室，成立日期 1999年4月27日，上市日期2022年8月5日，公司主营业务涉及半导体存储应用产品的研发、设计与销 售。主营业务收入构成为：存储产品及相关99.99%，其他(补充)0.01%。 截至9月30日，江波龙股东户数4.38万，较上期增加25.06%；人均流通股6260股，较上期减少20.04%。 2025年1月-9月，江波龙实现营业收入167.34亿元，同比增长26.12%；归母净利润7.13亿元，同比增长 27.95%。 融资方面，江波龙当日融资买入10.64亿元。当前融资余额25.18亿元，占流通 ...

Core Insights - Jiangbolong's stock price increased by 6.77% on November 3, with a trading volume of 5.897 billion yuan [1] - The company reported a net financing purchase of 96.62 million yuan on the same day, with a total financing and margin balance of 2.264 billion yuan [1][2] - Jiangbolong's revenue for the first nine months of 2025 reached 16.734 billion yuan, a year-on-year increase of 26.12%, while net profit grew by 27.95% to 713 million yuan [2][3] Financing and Margin Trading - On November 3, Jiangbolong had a financing purchase of 805 million yuan, with a financing balance of 2.240 billion yuan, accounting for 1.92% of its market capitalization [1] - The financing balance is above the 90th percentile level for the past year, indicating a high level of activity [1] - The company repaid 2,100 shares in margin trading while selling 2,500 shares, with a selling amount of 697,500 yuan [1] Shareholder and Institutional Holdings - As of September 30, 2025, Jiangbolong had 43,800 shareholders, an increase of 25.06% from the previous period [2] - The average number of circulating shares per shareholder decreased by 20.04% to 6,260 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 4.8541 million shares [3]

Core Viewpoint - Jiangbolong's stock price dropped by 5.01% to 265.00 CNY per share, with a trading volume of 3.745 billion CNY and a market capitalization of 111.073 billion CNY as of the report date [1] Company Overview - Jiangbolong Electronics Co., Ltd. is located in Shenzhen and was established on April 27, 1999. The company went public on August 5, 2022. Its main business involves the research, design, and sale of semiconductor storage application products, with 99.99% of its revenue coming from storage products and related services [1] Fund Holdings - According to data, one fund under Bank of China Securities holds Jiangbolong as a significant position. The fund, Bank of China Securities Yingrui Mixed A (011801), held 6,400 shares, accounting for 2.19% of the fund's net value, making it the fourth-largest holding. The estimated floating loss for today is approximately 89,500 CNY [2] Fund Manager Performance - The fund manager of Bank of China Securities Yingrui Mixed A, Wang Wenhua, has a tenure of 11 years and 24 days, managing assets totaling 5.288 billion CNY, with the best fund return during his tenure being 28.07% and the worst being -4.57%. Co-manager Luo Yu has been in position for 2 years and 66 days, managing 2.33 billion CNY, with a best return of 19.44% and a worst return of 7.26% [3]

Group 1 - Jiangbolong's stock price decreased by 5.01%, reaching 265.00 CNY per share, with a trading volume of 3.738 billion CNY and a turnover rate of 4.92%, resulting in a total market capitalization of 111.073 billion CNY [1] - Jiangbolong Electronics, established on April 27, 1999, specializes in the research, design, and sales of semiconductor storage application products, with 99.99% of its revenue coming from storage products [1] Group 2 - Debang Fund's semiconductor industry mixed fund (014319) reduced its holdings in Jiangbolong by 67,100 shares, now holding 1.2 million shares, which constitutes 5.98% of the fund's net value, making it the largest holding [2] - The fund has a current scale of 663 million CNY and has achieved a year-to-date return of 80.99%, ranking 187 out of 8,150 in its category [2] Group 3 - The fund manager of Debang's semiconductor industry mixed fund is Lei Tao, who has been in the position for 3 years and 313 days, with the fund's total asset size at 13.49 billion CNY [3] - During Lei Tao's tenure, the best fund return was 248.79%, while the worst return was -31.04% [3]

Core Viewpoint - Jiangbolong's stock price increased by 3.73% on October 30, with a trading volume of 9.554 billion yuan, indicating strong market interest and activity in the company's shares [1] Financing Summary - On October 30, Jiangbolong had a financing buy-in amount of 1.158 billion yuan and a financing repayment of 983 million yuan, resulting in a net financing buy of 175 million yuan [1] - As of October 30, the total financing and securities lending balance for Jiangbolong was 2.076 billion yuan, with the financing balance of 2.052 billion yuan accounting for 1.73% of the circulating market value, which is above the 90th percentile level over the past year [1] - In terms of securities lending, Jiangbolong repaid 5,300 shares and sold 100 shares on October 30, with a selling amount of 28,300 yuan at the closing price [1] Company Performance - As of September 30, Jiangbolong reported a total of 43,800 shareholders, an increase of 25.06% from the previous period, while the average circulating shares per person decreased by 20.04% to 6,260 shares [2] - For the period from January to September 2025, Jiangbolong achieved an operating revenue of 16.734 billion yuan, representing a year-on-year growth of 26.12%, and a net profit attributable to the parent company of 713 million yuan, up 27.95% year-on-year [2] Dividend and Shareholding Structure - Since its A-share listing, Jiangbolong has distributed a total of 302 million yuan in dividends, with 104 million yuan distributed over the past three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited was the eighth largest circulating shareholder, increasing its holdings by 4.8541 million shares to 6.1139 million shares [3] - Several funds, including E Fund's ChiNext ETF and others, have exited the top ten circulating shareholders list [3]

Group 1 - Jiangbolong announced significant stock price fluctuations, stating that its fundamentals have not changed, with a static P/E ratio of 229.31 times, higher than industry peers [1] - BYD reported a third-quarter net profit of 7.823 billion yuan, a year-on-year decline of 32.6%, with revenue of 194.985 billion yuan, down 3.05% [1] Group 2 - Zijin Mining plans to repurchase and cancel 30,600 restricted shares due to the departure of an incentive target, with the total shares reducing from 26,577,573,940 to 26,577,543,340 [2] Group 3 - Wuliangye's third-quarter revenue was 8.174 billion yuan, down 52.66%, and net profit was 2.019 billion yuan, down 65.62% [3] - Air China intends to issue A-shares to raise no more than 20 billion yuan, with proceeds used for debt repayment and working capital [3] Group 4 - ST Yigou reported a third-quarter net profit of 24.637 million yuan, a decline of 95.78% [4] - Sinopec Capital's third-quarter net profit was 3.997 billion yuan, down 7.95% [5] Group 5 - VisiNova reported a third-quarter net loss of 561 million yuan [6][7] - Chengdu Huamei's third-quarter net profit was 26.8846 million yuan, up 83.21% [8] Group 6 - Longyuan Power's third-quarter net profit was 246 million yuan, down 46.46% [9] - Gaoxin Development's third-quarter net profit was 28.3466 million yuan, down 54.11% [9] Group 7 - China Power's third-quarter net profit was 288 million yuan, up 7.71% [11] - China Shipbuilding Defense's third-quarter net profit was 129 million yuan, up 218.53% [12] Group 8 - Bawei Storage's third-quarter net profit was 256 million yuan, up 563.77% [13] - Luxshare Precision's third-quarter net profit was 4.874 billion yuan, up 32.49% [14] Group 9 - China Electric Power plans to invest approximately 12.167 billion yuan in a pumped storage power station project in Yunnan [15] - Hainan Mining's third-quarter net profit was 31.8287 million yuan, down 77.84% [16] Group 10 - Hunan Silver's third-quarter net profit was 96.3611 million yuan, up 47.51% [18] - Huayin Power's third-quarter net profit was 150 million yuan, up 418.61% [19] Group 11 - Shunfeng Holdings adjusted its share repurchase plan to a total amount of no less than 1.5 billion yuan and no more than 3 billion yuan [23] Group 12 - ST Chenming reported a third-quarter net loss of 2.15 billion yuan, a decline of 191.02% [25] - China Merchants Heavy Industry's third-quarter net profit was 871 million yuan, down 67.52% [102]

Core Viewpoint - Jiangbolong's stock price increased by 5.06% to 190.08 CNY per share, with a trading volume of 3.318 billion CNY and a turnover rate of 6.54%, resulting in a total market capitalization of 79.671 billion CNY [1] Company Overview - Shenzhen Jiangbolong Electronics Co., Ltd. is located in the Qianhai Shenzhen-Hong Kong Cooperation Zone and was established on April 27, 1999. The company went public on August 5, 2022 [1] - The main business involves the research, design, and sales of semiconductor storage application products, with 99.99% of revenue coming from storage products and related services [1] Fund Holdings - Jin Ying Fund has a significant holding in Jiangbolong, with its "Jin Ying Nian Nian You Yi Yi Nian Holding Mixed A" fund (011351) holding 20,000 shares, accounting for 1.67% of the fund's net value, making it the sixth-largest holding [2] - The fund was established on March 9, 2021, with a current scale of 99.2156 million CNY and has achieved a year-to-date return of 14.08%, ranking 5100 out of 8159 in its category [2] - The fund managers, Lin Longjun and Wu Haifeng, have varying tenures and performance records, with Lin having a tenure of 7 years and 162 days and Wu having 204 days [2]