Group 1 - The core point of the news is that Bawei Storage's stock price increased by 8.58% to 147.00 CNY per share, with a trading volume of 550 million CNY and a turnover rate of 0.79%, resulting in a total market capitalization of 68.668 billion CNY [1] - Bawei Storage, established on September 6, 2010, specializes in the research, production, and sales of semiconductor storage devices, with its main products including smart terminal storage chips, consumer-grade storage modules, industrial-grade storage modules, and advanced packaging and testing services [1] - The revenue composition of Bawei Storage's main business includes storage products at 48.77%, embedded storage at 29.93%, PC storage at 18.12%, and others at 1.37%, with advanced packaging and testing services at 1.09% and automotive-grade storage at 0.71% [1] Group 2 - According to data, Guolian An Fund has a significant holding in Bawei Storage, with the Guolian An Sci-Tech Chip Design ETF (588780) increasing its stake by 114,400 shares in the third quarter, bringing the total to 232,700 shares, which accounts for 3.21% of the fund's net value, ranking it as the seventh-largest holding [2] - The Guolian An Sci-Tech Chip Design ETF (588780) was established on December 11, 2024, with a latest scale of 756 million CNY, achieving a year-to-date return of 8.91%, ranking 1014 out of 5520 in its category, and a one-year return of 79.82%, ranking 297 out of 4203 [2]

Core Viewpoint - The stock price of Baiwei Storage has shown a significant increase in recent trading periods, despite a slight decline on January 6, 2025, indicating a volatile but upward trend in the company's stock performance [1][2]. Group 1: Stock Performance - Baiwei Storage's stock price decreased by 2.01% on January 6, 2025, reaching 121.61 CNY per share, with a trading volume of 1.38 billion CNY and a turnover rate of 2.41% [1]. - Year-to-date, the stock has increased by 5.94%, with a 7.52% rise over the last five trading days, a 12.59% increase over the last 20 days, and a 26.02% rise over the last 60 days [2]. Group 2: Company Overview - Baiwei Storage, established on September 6, 2010, and listed on December 30, 2022, is located in Shenzhen, Guangdong Province, and specializes in the research, production, and sales of semiconductor storage devices [2]. - The company's main products include smart terminal storage chips, consumer-grade storage modules, industrial-grade storage modules, and advanced packaging and testing services [2]. - The revenue composition of Baiwei Storage is as follows: storage products account for 48.77%, embedded storage products 29.93%, PC storage products 18.12%, and others 3.18% [2]. Group 3: Financial Performance - As of September 30, 2025, Baiwei Storage reported a revenue of 6.575 billion CNY, representing a year-on-year growth of 30.84%, while the net profit attributable to shareholders was 30.41 million CNY, a decrease of 86.67% year-on-year [3]. - The number of shareholders increased to 41,700, up by 14.53%, while the average circulating shares per person decreased by 11.19% to 7,745 shares [3]. Group 4: Institutional Holdings - As of September 30, 2025, major institutional shareholders include E Fund's SSE STAR 50 ETF, holding 11.67 million shares, and Huaxia's SSE STAR 50 Component ETF, holding 11.39 million shares, both showing a decrease in holdings compared to the previous period [3].

Core Viewpoint - The stock price of Baiwei Storage has experienced fluctuations, with a recent decline of 2.01% despite a year-to-date increase of 70.32% [1][2]. Group 1: Stock Performance - As of December 23, Baiwei Storage's stock price is 105.55 yuan per share, with a market capitalization of 49.261 billion yuan [1]. - The stock has seen a decrease of 1.11% over the last five trading days, a slight increase of 0.53% over the last 20 days, and a significant rise of 24.94% over the last 60 days [2]. Group 2: Company Overview - Baiwei Storage, established on September 6, 2010, specializes in the research, production, and sales of semiconductor storage devices, including smart terminal storage chips and various storage modules [2]. - The company's revenue composition includes 48.77% from storage products, 29.93% from embedded storage, 18.12% from PC storage, and smaller percentages from other services [2]. Group 3: Financial Performance - For the period from January to September 2025, Baiwei Storage reported a revenue of 6.575 billion yuan, reflecting a year-on-year growth of 30.84%, while the net profit attributable to shareholders decreased by 86.67% to 30.414 million yuan [3]. - As of September 30, 2025, the number of shareholders increased by 14.53% to 41,700, while the average circulating shares per person decreased by 11.19% to 7,745 shares [3]. Group 4: Institutional Holdings - As of September 30, 2025, major institutional shareholders include E Fund's SSE STAR 50 ETF, which holds 11.6705 million shares, and Huaxia's SSE STAR 50 Component ETF, holding 11.3942 million shares, both showing a decrease in holdings compared to the previous period [3].

Group 1 - The core point of the news is that Baiwei Storage's stock price increased by 5.37% to 118.23 yuan per share, with a trading volume of 1.953 billion yuan and a turnover rate of 4.77%, resulting in a total market capitalization of 55.179 billion yuan [1] - Baiwei Storage, established on September 6, 2010, specializes in the research, production, and sales of semiconductor storage devices, with its main products including storage chips for smart terminals, consumer-grade storage modules, industrial-grade storage modules, and advanced packaging and testing services [1] - The revenue composition of Baiwei Storage's main business includes: storage products 48.77%, embedded storage products 29.93%, PC storage products 18.12%, others 1.37%, advanced packaging and testing services 1.09%, and automotive-grade storage products 0.71% [1] Group 2 - From the perspective of fund holdings, one fund under Galaxy Fund has a significant position in Baiwei Storage, with Galaxy Yield Mixed Fund (151002) holding 20,000 shares, accounting for 1.19% of the fund's net value, making it the fourth-largest holding [2] - The Galaxy Yield Mixed Fund (151002) was established on August 4, 2003, with a latest scale of 175 million yuan, achieving a year-to-date return of 7.91% and a one-year return of 9.06% [2] - The fund manager Zheng Kecheng has a tenure of 17 years and 244 days, with the best fund return during his tenure being 124.06%, while the worst return was -8.1% [3]

Core Viewpoint - Baidu Storage's stock increased by 5.37% to 108.30 CNY per share, with a trading volume of 1.859 billion CNY and a turnover rate of 5.01%, resulting in a total market capitalization of 50.545 billion CNY [1] Company Overview - Shenzhen Baidu Storage Technology Co., Ltd. was established on September 6, 2010, and went public on December 30, 2022. The company is located in Nanshan District, Shenzhen, Guangdong Province, and its main business involves the research, production, and sales of semiconductor storage devices [1] - The company's main products and services include smart terminal storage chips, consumer-grade storage modules, industrial-grade storage modules, and advanced packaging and testing services [1] Revenue Composition - The revenue composition of Baidu Storage is as follows: storage products account for 48.77%, embedded storage products for 29.93%, PC storage products for 18.12%, other products for 1.37%, advanced packaging and testing services for 1.09%, and automotive-grade storage products for 0.71% [1] Fund Holdings - According to data, one fund under Huashang Fund holds a significant position in Baidu Storage. The Huashang Sci-Tech Innovation Board Quantitative Stock Selection Mixed A Fund (018973) held 13,200 shares in the third quarter, accounting for 2.08% of the fund's net value, ranking as the tenth largest holding [2] - The fund has a current scale of 21.1769 million CNY and has achieved a year-to-date return of 37.98%, ranking 1546 out of 8127 in its category [2] Fund Manager Performance - The fund manager of Huashang Sci-Tech Innovation Board Quantitative Stock Selection Mixed A Fund is Ai Dingfei, who has been in the position for 7 years and 5 days. The total asset scale of the fund is 1.055 billion CNY, with the best return during his tenure being 116.56% and the worst return being -20.99% [3]

Core Viewpoint - Bawei Storage experienced a decline of 5.01% on November 18, with a stock price of 126.07 yuan per share and a total market capitalization of 58.838 billion yuan [1] Company Overview - Shenzhen Bawei Storage Technology Co., Ltd. was established on September 6, 2010, and went public on December 30, 2022. The company is located in Nanshan District, Shenzhen, Guangdong Province [1] - The main business involves the research, production, and sales of semiconductor storage devices, including smart terminal storage chips, consumer-grade storage modules, industrial-grade storage modules, and advanced packaging and testing services [1] Revenue Composition - The revenue composition of Bawei Storage is as follows: - Storage products: 48.77% - Embedded storage products: 29.93% - PC storage products: 18.12% - Others: 1.37% - Advanced packaging and testing services: 1.09% - Automotive-grade storage products: 0.71% [1] Fund Holdings - According to data, a fund under Yinhua Fund holds Bawei Storage as one of its top ten holdings. The Yinhua Multi-Dimensional Dynamic Flexible Allocation Mixed Fund (005251) reduced its holdings by 766 shares in the third quarter, now holding 47,200 shares, which accounts for 4.59% of the fund's net value [2] - The fund has experienced a floating loss of approximately 313,800 yuan as of the latest report [2] Fund Performance - The Yinhua Multi-Dimensional Dynamic Flexible Allocation Mixed Fund (005251) was established on December 14, 2017, with a current scale of 107 million yuan. Year-to-date returns are 52.29%, ranking 759 out of 8140 in its category [2] - Over the past year, the fund has achieved a return of 49.81%, ranking 794 out of 8057 in its category, and since inception, it has returned 143.63% [2]

Core Viewpoint - Bawei Storage's stock price increased by 5.12% to 125.20 CNY per share, with a trading volume of 2.812 billion CNY and a turnover rate of 6.53%, resulting in a total market capitalization of 58.432 billion CNY [1] Company Overview - Bawei Storage Technology Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on September 6, 2010. The company went public on December 30, 2022 [1] - The main business involves the research, production, and sales of semiconductor storage devices, including smart terminal storage chips, consumer-grade storage modules, industrial-grade storage modules, and advanced packaging and testing services [1] - Revenue composition: storage products account for 48.77%, embedded storage 29.93%, PC storage 18.12%, others 1.37%, advanced packaging and testing services 1.09%, and automotive-grade storage 0.71% [1] Fund Holdings - According to data, one fund under Jianxin Fund holds a significant position in Bawei Storage. Jianxin Social Responsibility Mixed A (530019) held 52,400 shares in the third quarter, representing 4.51% of the fund's net value, making it the third-largest holding [2] - The fund has achieved a return of 44.92% year-to-date, ranking 1396 out of 8226 in its category, and a return of 50.51% over the past year, ranking 955 out of 8099 [2] Fund Manager Information - The fund manager of Jianxin Social Responsibility Mixed A (530019) is Li Denghu, who has been in the position for 1 year and 341 days. The total asset size of the fund is 121 million CNY [3] - During his tenure, the best fund return was 84.87%, while the worst return was 65.73% [3]

Core Viewpoint - On October 22, Baiwei Storage experienced a decline of 2.88% with a trading volume of 2.506 billion yuan, indicating a significant market reaction to its financial activities and stock performance [1]. Financing Summary - On the same day, Baiwei Storage had a financing purchase amount of 337 million yuan and a financing repayment of 403 million yuan, resulting in a net financing outflow of 66.11 million yuan [1]. - As of October 22, the total balance of margin trading for Baiwei Storage was 1.874 billion yuan, with the financing balance at 1.856 billion yuan, accounting for 4.96% of its market capitalization, which is above the 90th percentile of the past year [1]. - The company repaid 6,856 shares in securities lending on October 22, with no shares sold, and the remaining securities lending balance was 185.564 million yuan, also exceeding the 90th percentile of the past year [1]. Company Profile - Baiwei Storage Technology Co., Ltd. was established on September 6, 2010, and listed on December 30, 2022. The company specializes in the research, production, and sales of semiconductor storage devices [2]. - The revenue composition of Baiwei Storage includes 48.77% from storage products, 29.93% from embedded storage, 18.12% from PC storage, and smaller contributions from other services [2]. - As of June 30, 2025, the company reported a revenue of 3.912 billion yuan, a year-on-year increase of 13.70%, but a net profit loss of 226 million yuan, a significant decrease of 179.68% compared to the previous year [2]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders of Baiwei Storage included several ETFs, with Huaxia SSE Sci-Tech Innovation Board 50 ETF holding 18.0543 million shares, an increase of 986,100 shares from the previous period [3]. - Other notable shareholders include E Fund SSE Sci-Tech Innovation Board 50 ETF and Harvest SSE Sci-Tech Innovation Board Chip ETF, both of which increased their holdings significantly [3].

Group 1 - The core point of the news is that Bawei Storage's stock price increased by 5.13% to 109.39 CNY per share, with a trading volume of 765 million CNY and a market capitalization of 51.053 billion CNY as of the report date [1] - Bawei Storage, established on September 6, 2010, specializes in the research, production, and sales of semiconductor storage devices, with its main products including storage chips for smart terminals, consumer-grade storage modules, industrial-grade storage modules, and advanced packaging and testing services [1] - The revenue composition of Bawei Storage includes 48.77% from storage products, 29.93% from embedded storage products, 18.12% from PC storage products, 1.37% from other sources, 1.09% from advanced packaging and testing services, and 0.71% from automotive-grade storage products [1] Group 2 - From the perspective of fund holdings, HSBC Jintrust Fund has a significant position in Bawei Storage, with its fund "HSBC Jintrust Pearl River Delta Mixed" (004351) increasing its holdings by 1,320 shares in the second quarter, now holding 55,600 shares, which accounts for 2.73% of the fund's net value, making it the fourth-largest holding [2] - The fund "HSBC Jintrust Pearl River Delta Mixed" was established on June 2, 2017, with a current size of 137 million CNY, achieving a year-to-date return of 35.81% and ranking 1786 out of 8162 in its category, while its one-year return is 39.58%, ranking 1338 out of 8024 [2]

Group 1 - The core point of the news is that Baiwei Storage's stock price increased by 5.18% to 101.50 CNY per share, with a trading volume of 2.159 billion CNY and a turnover rate of 6.25%, resulting in a total market capitalization of 47.371 billion CNY [1] - Baiwei Storage, established on September 6, 2010, and listed on December 30, 2022, specializes in the research, production, and sales of semiconductor storage devices, with its main products including storage chips for smart terminals, consumer-grade storage modules, industrial-grade storage modules, and advanced packaging and testing services [1] - The revenue composition of Baiwei Storage is as follows: storage products account for 48.77%, embedded storage products 29.93%, PC storage products 18.12%, others 1.37%, advanced packaging and testing services 1.09%, and automotive-grade storage products 0.71% [1] Group 2 - From the perspective of major fund holdings, one fund under CITIC Prudential, CITIC Prudential Zhi Xing A (005977), holds 37,000 shares of Baiwei Storage, representing 4.56% of the fund's net value, making it the third-largest holding [2] - The fund CITIC Prudential Zhi Xing A has a total scale of 38.1726 million CNY and has achieved a return of 40.26% this year, ranking 1924 out of 8234 in its category [2] - The fund manager, Sun Haozhong, has been in position for 5 years and 295 days, with the fund's total asset scale at 2.731 billion CNY, achieving a best return of 85.63% and a worst return of -52.95% during his tenure [3]