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德明利涨6.67%,成交额51.17亿元,今日主力净流入1.53亿
Xin Lang Cai Jing· 2025-09-24 09:51
9月24日,德明利涨6.67%,成交额51.17亿元,换手率17.99%,总市值412.93亿元。 异动分析 来源:新浪证券-红岸工作室 区间今日近3日近5日近10日近20日主力净流入1.53亿5317.48万-7729.44万-3.32亿-3.41亿 存储芯片+共封装光学(CPO)+中芯国际概念+专精特新+人民币贬值受益 1、公司的主营业务主要集中于闪存主控芯片设计、研发,存储模组产品应用方案的开发、优化,以及 存储模组产品的销售。公司产品主要包括存储卡、存储盘、固态硬盘等存储模组,主要聚焦于移动存储 市场。 2、根据公司官网:公司有vcsel光芯片产品,vcsel光芯片主要应用于5g移动通信、超高速全光网络、 400G及上大型数据中心、人工智能及AI。 3、公司产品生产主要采取委外加工方式进行,公司通过多年的经营形成了完善的供应链体系。公司与 中芯国际(SMIC)、中国台湾联电(UMC)等全球顶级芯片代工制造商及国内外领先的存储卡、存储 盘封装及测试厂商等形成了紧密的合作关系。 4、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号,是指专注于细 分市场、创新能力强、市场占有率高、 ...
德明利涨停,成交额14.37亿元,近5日主力净流入-3.44亿
Xin Lang Cai Jing· 2025-09-22 07:33
Core Viewpoint - The company Demingli has shown significant growth in revenue and is benefiting from trends in AI and storage technology, while also being recognized as a "specialized and innovative" enterprise in China [2][3]. Group 1: Company Overview - Demingli focuses on the design and development of flash memory controller chips and storage module products, with a product range that includes storage cards, disks, and solid-state drives, primarily targeting the mobile storage market [2][7]. - The company was established on November 20, 2008, and went public on July 1, 2022, with a current market capitalization of 35.192 billion yuan [7]. - The revenue composition includes embedded storage products (41.37%), solid-state drives (37.34%), mobile storage products (13.06%), and memory modules (8.22%) [7]. Group 2: Financial Performance - For the first half of 2025, Demingli achieved a revenue 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 [8]. - As of September 10, the number of shareholders was 31,300, a decrease of 7.77%, with an average of 5,101 circulating shares per person, an increase of 8.42% [8]. Group 3: Market Position and Recognition - Demingli has been recognized as a "specialized and innovative" small giant enterprise, which signifies its strong market presence, innovation capabilities, and high market share in niche markets [2]. - The company has a significant overseas revenue share of 69.74%, benefiting from the depreciation of the Chinese yuan [3]. Group 4: Recent Developments - On June 28, 2024, Demingli launched a new series of DDR5 SO-DIMM and U-DIMM memory modules for AI PCs, with a single module capacity of up to 48GB and a theoretical bandwidth of 32GB/s [2]. - The company also produces VCSEL optical chips, which are primarily used in 5G mobile communications and AI applications [2].
德明利涨5.14%,成交额13.69亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-09-11 07:32
来源:新浪证券-红岸工作室 5、根据2024年年报,公司海外营收占比为69.74%,受益于人民币贬值。 (免责声明:分析内容来源于互联网,不构成投资建议,请投资者根据不同行情独立判断) 资金分析 今日主力净流入206.89万,占比0%,行业排名99/165,连续2日被主力资金增仓;所属行业主力净流入 63.45亿,连续2日被主力资金增仓。 9月11日,德明利涨5.14%,成交额13.69亿元,换手率8.71%,总市值226.43亿元。 异动分析 共封装光学(CPO)+存储芯片+AI PC+专精特新+人民币贬值受益 1、根据公司官网:公司有vcsel光芯片产品,vcsel光芯片主要应用于5g移动通信、超高速全光网络、 400G及上大型数据中心、人工智能及AI。 2、公司的主营业务主要集中于闪存主控芯片设计、研发,存储模组产品应用方案的开发、优化,以及 存储模组产品的销售。公司产品主要包括存储卡、存储盘、固态硬盘等存储模组,主要聚焦于移动存储 市场。 3、2024年6月28日微信公众号发布:德明利最新推出针对AI PC的DDR5 SO-DIMM和U-DIMM内存模组 系列产品,单条内存容量高达48GB,理论带宽3 ...
德明利涨2.23%,成交额7.44亿元,近3日主力净流入-1313.70万
Xin Lang Cai Jing· 2025-09-10 07:56
Core Viewpoint - The company Demingli has shown significant growth in revenue and is benefiting from the depreciation of the RMB, with a focus on AI-related memory products and specialized technology sectors [2][3][8]. Company Overview - Demingli Technology Co., Ltd. is located in Shenzhen, Guangdong, and was established on November 20, 2008. It was listed on July 1, 2022. The company's main business includes the design and development of flash memory control chips, optimization of storage module application solutions, and sales of storage module products [7]. - The revenue composition of Demingli includes embedded storage products (41.37%), solid-state drives (37.34%), mobile storage products (13.06%), and memory modules (8.22%) [7]. Recent Developments - On September 10, Demingli's stock rose by 2.23%, with a trading volume of 744 million yuan and a market capitalization of 21.536 billion yuan [1]. - The company has launched a new series of DDR5 SO-DIMM and U-DIMM memory modules for AI PCs, with a single module capacity of up to 48GB and a theoretical bandwidth of 32GB/s [2]. - As of August 20, the number of shareholders in Demingli increased to 32,000, with an average of 5,000 circulating shares per person [8]. Financial Performance - For the first half of 2025, Demingli achieved a 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 [8]. - The company's overseas revenue accounted for 69.74% of total revenue, benefiting from the depreciation of the RMB [3]. Market Position - Demingli has been recognized as a "specialized and innovative" small giant enterprise, indicating its strong focus on niche markets, innovation capabilities, and high market share [2]. - The company operates within the semiconductor and digital chip design industry, with involvement in sectors such as artificial intelligence and the Internet of Things [7].
德明利跌5.66%,成交额8.40亿元,近3日主力净流入-1.15亿
Xin Lang Cai Jing· 2025-09-04 08:08
Core Viewpoint - The company, Demingli, is experiencing a decline in stock price and trading volume, while its business focuses on flash memory control chip design and storage module products, benefiting from trends in storage solutions for smart wearables and data centers [1][2][4]. Business Overview - The main business of the company is concentrated on the design and development of flash memory control chips, as well as the sales of storage module products, including storage cards, storage disks, and solid-state drives, primarily targeting the mobile storage market [2][8]. - The embedded storage business has established a complete product matrix covering mainstream protocols such as UFS, LPDDR, and eMMC, offering high-performance, low-power storage solutions for smart wearable devices [2][3]. - The company’s data center storage solutions aim to meet the increasing demands for high capacity, performance, reliability, and scalability, driven by advancements in cloud computing, big data, and artificial intelligence [2][3]. Market Position - Demingli has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which signifies its strong market position and innovation capabilities in niche markets [3]. - As of the 2024 annual report, overseas revenue accounted for 69.74% of total revenue, benefiting from the depreciation of the Renminbi [4]. Financial Performance - For the first half of 2025, the company achieved a revenue of 4.109 billion, representing a year-on-year growth of 88.83%, while the net profit attributable to shareholders was -118 million, a decrease of 130.43% year-on-year [9]. - The revenue composition includes 41.37% from embedded storage products, 37.34% from solid-state drives, 13.06% from mobile storage, and 8.22% from memory bars [8][9]. Shareholder and Market Activity - As of August 20, 2025, the number of shareholders increased to 32,000, with an average of 5,000 circulating shares per person, indicating a slight decrease [9]. - The stock has seen a net outflow of 64.7947 million in recent trading days, with a significant reduction in main funds over three consecutive days [5][6].
德明利跌1.78%,成交额6.37亿元,今日主力净流入-3359.46万
Xin Lang Cai Jing· 2025-07-30 08:00
来源:新浪证券-红岸工作室 7月30日,德明利跌1.78%,成交额6.37亿元,换手率4.63%,总市值192.73亿元。 异动分析 AI PC+存储芯片+数据中心+专精特新+人民币贬值受益 1、2024年6月28日微信公众号发布:德明利最新推出针对AI PC的DDR5 SO-DIMM和U-DIMM内存模组 系列产品,单条内存容量高达48GB,理论带宽32GB/s,兼容主流CPU平台与操作系统,为应对复杂计 算挑战提供高效稳定的人工智能存储方案,助力智能计算新时代。 2、公司的主营业务主要集中于闪存主控芯片设计、研发,存储模组产品应用方案的开发、优化,以及 存储模组产品的销售。公司产品主要包括存储卡、存储盘、固态硬盘等存储模组,主要聚焦于移动存储 市场。 该股筹码平均交易成本为85.28元,近期该股有吸筹现象,但吸筹力度不强;目前股价靠近支撑位 84.79,注意支撑位处反弹,若跌破支撑位则可能会开启一波下跌行情。 5、根据2024年年报,公司海外营收占比为69.74%,受益于人民币贬值。 (免责声明:分析内容来源于互联网,不构成投资建议,请投资者根据不同行情独立判断) 资金分析 今日主力净流入-3359.46 ...