301308 江波龙
午间休市 04-29 11:30:00
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江波龙(301308)2026年一季报简析:营收净利润同比双双增长,应收账款上升
证券之星 · 23分钟前
江波龙(301308)2026年一季报简析:营收净利润同比双双增长,应收账款上升
江波龙:公司2025年年度报告中披露的是“年度报告披露日前上一月末普通股股东总数”
证券之星 · 11:38
江波龙:公司2025年年度报告中披露的是“年度报告披露日前上一月末普通股股东总数”
多家存储公司股价创新高,存储晶圆供给成为市场变量
第一财经 · 04-28 12:36
多家存储公司股价创新高,存储晶圆供给成为市场变量
存储景气周期驱动,江波龙Q1营收同比增长133%,净利38.6亿元同比扭亏,创上市最强单季|财报见闻
华尔街见闻 · 04-28 00:18
存储景气周期驱动,江波龙Q1营收同比增长133%,净利38.6亿元同比扭亏,创上市最强单季|财报见闻
江波龙最新公告:2025年净利润14.23亿元同比增长185.41%
证券之星 · 04-27 21:40
江波龙最新公告:2025年净利润14.23亿元同比增长185.41%
江波龙:以自研芯片为技术引领,以自有高端封测产能为关键落地支撑
证券之星 · 04-23
江波龙:以自研芯片为技术引领,以自有高端封测产能为关键落地支撑
江波龙:公司财务核算与信息披露严格遵循法律法规的要求
证券之星 · 04-22
江波龙:公司财务核算与信息披露严格遵循法律法规的要求
江波龙:公司企业级存储产品已导入头部互联网企业供应链体系中,客户涵盖运营商、互联网企业、服务器厂商等
每日经济新闻 · 04-20
江波龙:公司企业级存储产品已导入头部互联网企业供应链体系中,客户涵盖运营商、互联网企业、服务器厂商等
江波龙:构建涵盖UFS、eMMC、LPDDR、USB在内的车规级存储产品矩阵
证券之星 · 04-20
江波龙:构建涵盖UFS、eMMC、LPDDR、USB在内的车规级存储产品矩阵
江波龙:已与长江存储、长鑫存储达成深层次合作
证券之星 · 04-20
江波龙:已与长江存储、长鑫存储达成深层次合作
江波龙:公司统筹考虑再融资、境外上市等支持长期发展的举措
证券之星 · 04-17
江波龙:公司统筹考虑再融资、境外上市等支持长期发展的举措
江波龙:UFS4.1是目前旗舰智能手机的主流存储配置
证券之星 · 04-17
江波龙:UFS4.1是目前旗舰智能手机的主流存储配置
江波龙:公司将于4月28日同时披露2025年年报及2026年第一季度报告
证券之星 · 04-16
江波龙:公司将于4月28日同时披露2025年年报及2026年第一季度报告
江波龙:HBF技术目前并未量产也没有形成统一的行业标准规范
证券之星 · 04-16
江波龙:HBF技术目前并未量产也没有形成统一的行业标准规范
江波龙:公司SPU+iSA方案已与AMD完成了联合调优
证券之星 · 04-14
江波龙:公司SPU+iSA方案已与AMD完成了联合调优
江波龙:公司的库存策略以需求预测为基础
证券之星 · 04-14
江波龙:公司的库存策略以需求预测为基础
存储行业合作格局或将重塑,全球多家存储巨头股价齐创新高
财闻 · 04-14
存储行业合作格局或将重塑,全球多家存储巨头股价齐创新高
4月9日江波龙发生1笔大宗交易 成交金额309.22万元
证券之星 · 04-09
4月9日江波龙发生1笔大宗交易 成交金额309.22万元
佰维存储(688525.SH):江波龙关联公司埃姆梯尔再次向公司提起侵犯发明专利权纠纷诉讼案件 涉案金额合计5000万元
智通财经 · 04-08
佰维存储(688525.SH):江波龙关联公司埃姆梯尔再次向公司提起侵犯发明专利权纠纷诉讼案件 涉案金额合计5000万元
三星Q1利润飙涨8倍!巨头抢签“长合约”,存储板块又爆了
格隆汇 · 04-07
三星Q1利润飙涨8倍!巨头抢签“长合约”,存储板块又爆了
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公司概况
公司名称:
深圳市江波龙电子股份有限公司
所属行业:
计算机、通信和其他电子设备制造业
上市日期:
2022-08-05
主营业务:
深圳市江波龙电子股份有限公司的主营业务是存储器和主控芯片的研发设计、封装测试、技术支持与销售。公司的主要产品是自研芯片、嵌入式存储、固态硬盘、移动存储、内存条。公司是全球第二大独立存储器企业及中国最大的独立存储器企业。公司是少数在存储器B2B和B2C市场均拥有独立品牌的中国公司,旗下各品牌长期稳居全球及区域多个细分品类的前列,2025年公司荣获国家级制造业单项冠军企业的荣誉,进一步彰显了公司在存储领域的卓越地位。
发行价格:
55.67
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12:32","pubTimestamp":1777437168,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理,近期江波龙发布2026年一季报。截至本报告期末,公司营业总收入99.09亿元,同比上升132.79%,归母净利润38.62亿元,同比上升2644.05%。本报告期江波龙应收账款上升,应收账款同比增幅达52.56%。本次财报公布的各项数据指标表现尚佳。去年的净利率为6.58%,算上全部成本后,公司产品或服务的附加值一般。持有江波龙最多的基金为永赢先锋半导体智选混合发起A,目前规模为14.45亿元,最新净值1.9081,较上一交易日下跌0.34%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042900041099.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631559552","title":"江波龙:公司2025年年度报告中披露的是“年度报告披露日前上一月末普通股股东总数”","url":"https://stock-news.laohu8.com/highlight/detail?id=2631559552","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631559552?lang=zh_cn&edition=full","pubTime":"2026-04-29 11:38","pubTimestamp":1777433931,"startTime":"0","endTime":"0","summary":"证券之星消息,江波龙04月29日在投资者关系平台上答复投资者关心的问题。投资者提问:尊敬的江波龙董秘,贵司25Q4的财报公布股东人数竟然和Q3的完全相同,是不是忘记更改了?首先,公司没有披露2025Q4的财报,而是披露了2025年年度报告,依据披露格式指引,该年度报告中披露的是“年度报告披露日前上一月末普通股股东总数”;其次,公司2025年年度报告同时披露了截止至2025年12月31日的股东人数,即80,056户,统计数据均有所变化。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042900037882.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","301308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630261093","title":"多家存储公司股价创新高,存储晶圆供给成为市场变量","url":"https://stock-news.laohu8.com/highlight/detail?id=2630261093","media":"第一财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630261093?lang=zh_cn&edition=full","pubTime":"2026-04-28 12:36","pubTimestamp":1777350972,"startTime":"0","endTime":"0","summary":"A股多只存储个股披露了第一季度财报。4月27日晚,江波龙(301308.SZ)、澜起科技(688008.SH)披露的一季报都显示,该季度业绩同比明显改善。第一季度,江波龙营收99.09亿元,同比增长1.33倍,净利润38.62亿元,相比去年同期亏损1.52亿元有明显改善。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604283721971288.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604283721971288.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["CHAT","LU0054578231.USD","LU0889565833.HKD","LU1997245094.SGD","688008","BK0214","BK4566","BK4512","BK4170","LU2039709279.SGD","BK4585","LU2458330243.SGD","BK4588","LU0082616367.USD","LU0359202008.SGD","MU","BK4533","LU2289578879.USD","BK4579","IE0002270589.USD","LU1023057109.AUD","LU0109392836.USD","LU0792757196.USD","LU2931357623.SGD","IE00B7SZLL34.SGD","LU0157215616.USD","LU0081259029.USD","LU0056508442.USD","LU0359201612.USD","LU1997245177.USD","LU1267930813.SGD","LU0642271901.SGD","LU0889566641.SGD","LU2048586759.USD","IE00B5949003.HKD","BK4553","688525","LU2360106780.USD","BK4141","IE00B894F039.SGD","IE00B19Z9P08.USD","LU1813983027.USD","BK4605","LU0154236417.USD","LU1670627923.USD","LU2476274308.USD","LU2476274720.SGD","LU0719512351.SGD","LU1303224171.USD","LU1852331112.SGD","03986","IE00B19Z9Z06.USD","LU0203345920.USD","06809","BK1163","GB00BDT5M118.USD","001309","BK0250","BK4575","LU0456842615.SGD","LU0203347892.USD","LU1770034418.SGD","IE0009356076.USD","SNXX","BK4527","LU1251922891.USD","IE00B19Z3581.USD","LU2250418816.HKD","LU0314109678.HKD","LU2089985449.USD","BK4543","LU1366333091.USD","MULL","LU1719994722.HKD","LU0963586101.USD","LU1803068979.SGD","LU0274383776.USD","LU1323610961.USD","LU2286300806.USD","MUD","LU2543165471.USD","LU1316542783.SGD","LU0127658192.USD","300475","LU2211815571.USD","LU0359201885.HKD","MUU","LU2495084118.USD","LU2458330169.SGD","BK4554","LU2778985437.USD","LU1328277881.USD","LU1997244956.HKD","301308","IE00B19Z3B42.SGD","BK4532","LU2054465674.USD","LU1670628061.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630315766","title":"存储景气周期驱动,江波龙Q1营收同比增长133%,净利38.6亿元同比扭亏,创上市最强单季|财报见闻","url":"https://stock-news.laohu8.com/highlight/detail?id=2630315766","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630315766?lang=zh_cn&edition=full","pubTime":"2026-04-28 00:18","pubTimestamp":1777306725,"startTime":"0","endTime":"0","summary":"存储芯片景气周期超预期兑现,江波龙一季度营收99.09亿元(+132.79%),归母净利润38.62亿元(+2644.05%),创上市以来最强单季业绩。扣非净利高于归母净利,主业盈利扎实。公司战略备货致存货升至180亿元,经营现金净流出28.75亿元,筹资净流入61亿元补充流动性。自研技术驱动转型,UFS4.1规模化出货,mSSD进军PC市场。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3771034","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["301308","IPOS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630026392","title":"江波龙最新公告:2025年净利润14.23亿元同比增长185.41%","url":"https://stock-news.laohu8.com/highlight/detail?id=2630026392","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630026392?lang=zh_cn&edition=full","pubTime":"2026-04-27 21:40","pubTimestamp":1777297243,"startTime":"0","endTime":"0","summary":"江波龙(301308.SZ)发布2025年年度报告,实现营业收入227.66亿元,同比增长30.36%;归属于上市公司股东的净利润为14.23亿元,同比增长185.41%。公司拟以419,145,267股为基数,向全体股东每10股派发现金红利3.50元(含税)。注:公司Q4净利润7.11亿,Q3净利润6.98亿,据此计算,Q4净利润环比增长1%。以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042700044372.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629359208","title":"江波龙:以自研芯片为技术引领,以自有高端封测产能为关键落地支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2629359208","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629359208?lang=zh_cn&edition=full","pubTime":"2026-04-23 19:27","pubTimestamp":1776943629,"startTime":"0","endTime":"0","summary":"证券之星消息,江波龙04月23日在投资者关系平台上答复投资者关心的问题。谢谢江波龙回复:尊敬的投资者,您好。近年来,公司以自研芯片为技术引领,以自有高端封测产能为关键落地支撑,积极把握市场机遇,不断夯实自身的核心竞争实力与市场地位,推动企业的高质量与长远发展。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042300055158.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["159813","BK0214","301308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629049847","title":"江波龙:公司财务核算与信息披露严格遵循法律法规的要求","url":"https://stock-news.laohu8.com/highlight/detail?id=2629049847","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629049847?lang=zh_cn&edition=full","pubTime":"2026-04-22 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4.1产品已通过技术认证并推进客户导入,双方验证成熟的TCM合作模式,是否具备向AI场景高端存储产品拓展的可行性?谢谢江波龙回复:尊敬的投资者,您好。UFS4.1是目前旗舰智能手机的主流存储配置,具备广阔的应用空间,公司已与闪迪在内的多家原厂达成了UFS产品的商业化合作,积极探索高端存储产品在端侧AI领域的应用。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026041700043132.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","301308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627544294","title":"江波龙:公司将于4月28日同时披露2025年年报及2026年第一季度报告","url":"https://stock-news.laohu8.com/highlight/detail?id=2627544294","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627544294?lang=zh_cn&edition=full","pubTime":"2026-04-16 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