9月12日，德明利发布公告称，公司对前次定增募投项目进行结构性优化调整，重点加大"PCIe SSD存 储控制芯片及模组项目"的资金投入力度，投资总额将由原4.99亿元上调至7.43亿元，同时新增深圳光明 作为项目实施地点。 近年来，人工智能等领域蓬勃发展，而人工智能的训练和推理涉及海量数据，要求 AI 服务器需配备高 性能的 SSD 产品，提升数据存取和处理能力。在人工智能训练阶段，依赖高带宽、高 IOPS 及低延迟 的存储系统匹配 GPU 算力需求；在推理阶段则要求存储具备高并发、低延迟响应能力；人工智能应用 过程中，因需调用及产生海量数据，对存储的需求转向高性能、低功耗及合理的综合成本。 德明利表示，此举旨在精准对接AI服务器存储领域的爆发式需求，通过集中核心资源强化项目推进， 确保公司在本轮人工智能产业机遇中构建充分的市场竞争优势，为长远发展构建稳固的基础。 作为人工智能重要的基础设施，高性能固态硬盘等存储市场的需求不断提高。根据闪存市场 CFM 统 计：2025 年字节跳动资本支出预计达到 1,500 亿元至1,600 亿元，2024 年约为 800 亿元，同比增长近一 倍，主要用于 AI 算力和数据 ...

Group 1 - The company, Demingli, plans to optimize its previous fundraising project by increasing investment in the "PCIe SSD storage control chip and module project" from 499 million to 743 million yuan, with a new implementation site in Shenzhen Guangming [1] - This strategic adjustment aims to align with the explosive demand in the AI server storage sector, ensuring the company builds a competitive advantage in the current AI industry opportunity [1][2] - The demand for AI computing power is surging, with major domestic cloud service providers expected to significantly increase capital expenditures, such as ByteDance's projected investment of 150 to 160 billion yuan in this area by 2025 [1][2] Group 2 - According to a report by China Telecom Research Institute, the AI industry is expected to contribute over 11 trillion yuan to China's GDP by 2035, driving a tenfold to hundredfold increase in computing power demand [2] - The adjustment in Demingli's fundraising project aligns with the urgent need for capacity upgrades in storage, which is a core component of computing infrastructure [2] - Innovations in AI storage technology, such as multi-level cache architecture and task-specific designs, are accelerating market expansion and require upgrades in data throughput, response speed, low power consumption, and overall cost [2] Group 3 - Demingli is leveraging its self-developed technology and a deep understanding of end-user applications to enhance storage performance and stability through a comprehensive customization capability [3] - The company is expanding its manufacturing capabilities with a new base in Shenzhen Guangming, focusing on automated production and digital management to meet high-quality, customized AI storage demands [3] - With the implementation of its fundraising project, Demingli aims to enhance its technological leadership and market coverage, promoting the penetration of domestic storage solutions in high-performance AI scenarios [3]