（编辑 任世碧） 证券日报网讯 1月8日，江波龙在互动平台回答投资者提问时表示，存储晶圆与存储器产品价格均由存 储产业的供需格局所决定，晶圆价格的上涨，反映的是存储产业整体景气度的回升，而非孤立的成本变 动。具备研发能力、产品竞争力及供应链韧性等综合优势的企业，能够更有效地将行业景气转化为可持 续的盈利优势。 ...

人民财讯12月23日电，江波龙（301308）近日接受机构调研表示，晶圆采购至存储器销售的生产周期间 隔，决定了存储晶圆价格上行时对公司毛利率将产生正面影响。近年来公司在高端存储、海外业务以及 自研主控芯片等方面持续取得突破，内生性成长因素将更直接且持续地驱动公司盈利能力的提升。 ...

查看更多董秘问答>> 尊敬的公司管理层：美光公布三季度财报大超预期，公司是存储产业链下游，公司的利润空间是否受上 游晶圆厂2026年业绩指引中提到的"毛利大幅度上涨"影响而压缩公司的利润空间？公司产品在价格传导 上是否顺利？公司产品稀缺性是什么？ 董秘回答(江波龙SZ301308)： 尊敬的投资者，您好。存储晶圆与存储器产品价格均由存储产业的供需格局所决定，晶圆价格的上涨， 反映的是存储产业整体景气度的回升，而非孤立的成本变动。具备研发能力、产品竞争力及供应链韧性 等综合优势的企业，能够更有效地将行业景气转化为可持续的盈利优势。感谢您的关注。 来源：问董秘 投资者提问： 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 ...

Core Viewpoint - Jiangbolong (301308) has established long-term direct cooperation with major global storage wafer manufacturers, providing a competitive advantage in the supply chain of storage wafers [1] Group 1: Supply Chain Strategy - The company has a diversified supply chain, which enhances its resilience and stability in sourcing [1] - Long-term supply agreements (LTA) and memorandums of understanding (MOU) have been signed to ensure a continuous and stable supply of storage wafers [1]

Core Viewpoint - The company, Jiangbolong (301308.SZ), has established a robust supply chain strategy to mitigate risks associated with reduced supply from original manufacturers, ensuring stable production operations and market demand fulfillment [1] Group 1: Supply Chain Strategy - Jiangbolong has diversified its supply chain and formed long-term direct cooperation with major global storage wafer manufacturers, surpassing conventional procurement relationships [1] - The company has signed Long-Term Supply Agreements (LTA) and Memorandums of Understanding (MOU) to effectively secure a continuous and stable supply of storage wafers [1]

Group 1: Market Conditions and Pricing - The supply of storage wafers is expected to remain tight, with limited incremental contribution to output in 2026 due to the cautious capacity expansion strategy of major manufacturers [2] - According to CFM's forecast, the price increase for Mobile eMMC/UFS in Q1 2026 is projected to be between 25% and 30%, while LPDDR4X/5X is expected to rise by 30% to 35% [2] - PC DDR5/LPDDR5X prices are anticipated to increase by 30% to 35%, and cSSD prices are expected to rise by 25% to 30% [2] Group 2: Supply Chain and Procurement - The company has established long-term direct cooperation with major global storage wafer manufacturers, ensuring a diversified supply chain and a competitive advantage in wafer supply [3] - Supplier information is disclosed in public documents such as the prospectus [3] Group 3: Product Development and Competitive Advantage - The self-developed main control chip plays a critical role in managing data between storage particles and CPUs, significantly impacting overall performance [3] - The company has deployed over 100 million self-developed main control chips by the end of Q3, with UFS4.1 products gaining recognition from major storage manufacturers and Tier 1 clients [3] - The enterprise storage products have been integrated into the supply chains of leading internet companies, covering various sectors including telecommunications and server manufacturers [3] Group 4: Disclosure and Compliance - The investor relations activity did not involve any undisclosed significant information [3]

证券日报网讯 12月16日，佰维存储在互动平台回答投资者提问时表示，在原材料供应方面，公司始终 坚持多元化供应策略，与全球主要的存储晶圆厂商和晶圆代工厂合作进一步深化，通过与主要存储晶圆 原厂签订LTA（长期供应协议），有效保障关键原材料的稳定供应，为业务持续扩张提供了坚实基础。 ...

Group 1: Supply Chain and Production - The company is the second largest independent storage device enterprise globally and the largest in China, which aids in securing stable supply of storage wafers through long-term agreements with major suppliers [2][3] - The company has established long-term supply agreements (LTA) and memorandums of understanding (MOU) with storage wafer manufacturers to ensure continuous supply [2] Group 2: Self-Developed Chip Applications - As of the end of Q3, the company has deployed over 100 million self-developed main control chips, utilizing advanced foundry processes and proprietary IP [3] - The self-developed main control chip is currently undergoing validation with multiple Tier 1 manufacturers, indicating potential for rapid growth in deployment scale [3] Group 3: Enterprise Storage Business - The enterprise storage products have been integrated into the supply chains of major internet companies, covering sectors such as telecommunications and server manufacturing [3] - According to IDC data, the company ranked third in total capacity for enterprise-grade SATA SSDs in China for the first half of 2025, and first among domestic brands [3] Group 4: UFS4.1 Product Development - The company is among a few globally capable of developing UFS4.1 products at the chip level, with its products outperforming competitors in terms of process, read/write speed, and stability [3] - The UFS4.1 products have gained recognition from major storage manufacturers and several Tier 1 clients, with acceleration in the introduction process [3]

Group 1 - The US and China have reached a preliminary consensus on several important economic and trade issues, with the US no longer considering imposing a 100% tariff on Chinese goods [1] - The A-share market opened with all three major indices rising, with the Shanghai Composite Index up by 0.48%, the Shenzhen Component Index up by 1.2%, and the ChiNext Index up by 1.75% [1] - Storage chip concept stocks opened high, with companies such as Shikong Technology, Dwei Co., and Yingxin Development hitting the daily limit, while industry insiders reported that some storage wafer manufacturers have suspended quotes for certain products [1]

Core Viewpoint - The company has established stable procurement channels for storage wafers through years of operation and resource accumulation in the storage sector, enabling it to support downstream customer development effectively [1] Group 1: Strategic Partnerships - The company has formed long-term strategic partnerships with major storage manufacturers and their key distributors, including Yangtze Memory Technologies, Changxin Memory Technologies, SK Hynix, Samsung, and SanDisk [1] Group 2: Competitive Advantage - The company possesses a scale procurement advantage, which enhances its ability to support the expansion of downstream customers [1]