301308 江波龙
已收盘 11-06 15:00:00
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江波龙（301308）披露关于公司近期生产经营情况及加强回购与分红等措施的公告，11月06日股价下跌4.87%
证券之星 · 11-06 21:43
江波龙（301308）披露关于公司近期生产经营情况及加强回购与分红等措施的公告，11月06日股价下跌4.87%
江波龙(301308.SZ)：2026年1-9月企业级业务实现营收超过40亿元 同比大幅增长
智通财经 · 11-06 12:41
江波龙(301308.SZ)：2026年1-9月企业级业务实现营收超过40亿元 同比大幅增长
江波龙（301308）11月4日主力资金净买入2.79亿元
证券之星 · 11-05 09:08
江波龙（301308）11月4日主力资金净买入2.79亿元
江波龙：公司将持续推动产品结构向高端、高壁垒、高附加值领域升级
证券之星 · 11-04 19:48
江波龙：公司将持续推动产品结构向高端、高壁垒、高附加值领域升级
深圳存储五虎前三季净赚397亿，佰维、江波龙净利环比大跌
东方财富网 · 11-04 19:20
深圳存储五虎前三季净赚397亿，佰维、江波龙净利环比大跌
江波龙（301308）披露截至2026年10月31日之股份发行人的证券变动月报表，11月03日股价下跌5.79%
证券之星 · 11-03
江波龙（301308）披露截至2026年10月31日之股份发行人的证券变动月报表，11月03日股价下跌5.79%
深交所联合广发基金“走进创业板算力指数成份股·广深站”系列活动成功举办
新浪基金 · 11-03
深交所联合广发基金“走进创业板算力指数成份股·广深站”系列活动成功举办
【机构调研记录】方正富邦基金调研仕佳光子、江波龙
证券之星 · 11-03
【机构调研记录】方正富邦基金调研仕佳光子、江波龙
江波龙：2026年上半年公司SATA eSSD市占率位居国内第一
南方财经网 · 11-02
江波龙：2026年上半年公司SATA eSSD市占率位居国内第一
股市必读：江波龙三季报 - 第三季度单季净利润同比增长436.60%
证券之星 · 11-02
股市必读：江波龙三季报 - 第三季度单季净利润同比增长436.60%
深圳“存储五虎”赚翻了，前三季度合计净赚397.19亿元
时代周报 · 10-31
深圳“存储五虎”赚翻了，前三季度合计净赚397.19亿元
江波龙（301308）2026年三季报简析：营收净利润同比双双增长，应收账款上升
证券之星 · 10-31
江波龙（301308）2026年三季报简析：营收净利润同比双双增长，应收账款上升
渠道SSD价格下调 存储市场行情出现分化
中国经营网 · 10-31
渠道SSD价格下调 存储市场行情出现分化
江波龙：公司产品可应用在机器人具身智能、智能汽车等多种终端领域
证券之星 · 10-30
江波龙：公司产品可应用在机器人具身智能、智能汽车等多种终端领域
江波龙：公司已与全球知名的机器人企业开展送样及导入工作
证券之星 · 10-30
江波龙：公司已与全球知名的机器人企业开展送样及导入工作
江波龙(301308)9月30日股东户数15.11万户，较上期减少0.58%
证券之星 · 10-30
江波龙(301308)9月30日股东户数15.11万户，较上期减少0.58%
赚了143亿元却囤着284亿元存货 江波龙为何还要分红近10亿元
新浪证券 · 10-30
赚了143亿元却囤着284亿元存货 江波龙为何还要分红近10亿元
江波龙（301308）10月29日主力资金净卖出3.04亿元
证券之星 · 10-30
江波龙（301308）10月29日主力资金净卖出3.04亿元
图解江波龙三季报：第三季度单季净利润同比增长436.60%
证券之星 · 10-30
图解江波龙三季报：第三季度单季净利润同比增长436.60%
前三季净利最猛增19倍！A股存储链龙头业绩“炸场”
格隆汇 · 10-29
前三季净利最猛增19倍！A股存储链龙头业绩“炸场”
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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。公司的主要产品是高性能主控芯片、SPU芯片、SLCNAND等特定型态存储芯片、嵌入式存储、固态硬盘、移动存储、内存条。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。
发行价格：
55.67
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21:43","pubTimestamp":1793972620,"startTime":"0","endTime":"0","summary":"截至2026年11月6日收盘，江波龙报收于214.77元，较前一交易日下跌4.87%，最新总市值为987.21亿元。该股当日开盘209.12元，最高219.53元，最低208.0元，成交额达24.33亿元，换手率为4.04%。近日，江波龙发布《关于公司近期生产经营情况及加强回购与分红等措施的公告》。公告显示，公司目前生产经营正常，2026年前三季度营业收入和净利润同比明显增长。2026年9月8日至9月18日，公司通过集中竞价方式回购A股股份2,290,604股，占总股本0.53%，成交金额约8亿元。","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/RB2026110600032786.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":["09976","301308","BK0214","BK1193"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2681836975","title":"江波龙(301308.SZ)：2026年1-9月企业级业务实现营收超过40亿元 同比大幅增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2681836975","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2681836975?lang=zh_cn&edition=full","pubTime":"2026-11-06 12:41","pubTimestamp":1793940087,"startTime":"0","endTime":"0","summary":"智通财经APP讯，江波龙 发布公告，公司目前生产经营一切正常，2026年前三季度，公司实现的营业收入和净利润同比明显增长，公司各项经营指标健康度进一步提升。公司在自研主控芯片的基础之上，重点布局端侧AI业务。在AI技术以及算力基础设施建设积累了巨大进步之后，端侧AI已经初步展现出良好的发展势头。2026年1月-9月，公司企业级业务实现营收超过40亿元，较去年同期大幅增长。","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":"http://www.zhitongcaijing.com/content/detail/1519508.html","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":"stock_zhitongcaijing","symbols":["09976","301308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2681090681","title":"江波龙（301308）11月4日主力资金净买入2.79亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2681090681","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2681090681?lang=zh_cn&edition=full","pubTime":"2026-11-05 09:08","pubTimestamp":1793840917,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年11月4日收盘，江波龙报收于223.0元，上涨10.29%，换手率6.44%，成交量18.14万手，成交额38.43亿元。近5日资金流向一览见下表：江波龙融资融券信息显示，融资方面，当日融资买入3.27亿元，融资偿还4.36亿元，融资净偿还1.09亿元。江波龙主营业务：存储器和主控芯片的研发设计、封装测试、技术支持与存储器销售。","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/RB2026110500010693.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":["BK1193","BK0214","09976","301308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2680014058","title":"江波龙：公司将持续推动产品结构向高端、高壁垒、高附加值领域升级","url":"https://stock-news.laohu8.com/highlight/detail?id=2680014058","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2680014058?lang=zh_cn&edition=full","pubTime":"2026-11-04 19:48","pubTimestamp":1793792898,"startTime":"0","endTime":"0","summary":"证券之星消息，江波龙11月04日在投资者关系平台上答复投资者关心的问题。基于公司领先的主控芯片研发能力，搭载自研主控的存储产品在性能、功耗与可靠性等方面具备差异化优势，目前已导入知名客户的高端产品线中，公司将持续推动产品结构向高端、高壁垒、高附加值领域升级。公司近期未单独披露细分业务收入构成，具体经营数据请关注后续披露的相关公告。","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/RB2026110400036842.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":["BK1193","09976","BK0214","301308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2680053126","title":"深圳存储五虎前三季净赚397亿，佰维、江波龙净利环比大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2680053126","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2680053126?lang=zh_cn&edition=full","pubTime":"2026-11-04 19:20","pubTimestamp":1793791200,"startTime":"0","endTime":"0","summary":"存储涨价周期的风口上，深圳“存储五虎”的三季报日前先后出炉。江波龙（301308.SZ）、德明利（001309.SZ）、佰维存储（688525.SH）、大普微（301666.SZ）、香农芯创（300475.SZ）五家公司2026年前三季度合计实现营业收入2052.52亿元，同比增长256.14%；合计实现归属于母公司股东的净利润397.19亿元，同比增长2626.96%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"east_money_stock","url":"http://finance.eastmoney.com/news/1354,202611043922104645.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/news/1354,202611043922104645.html","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":"east_money_stock","symbols":["BK0214","BK1193","09976","301308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2680742755","title":"江波龙（301308）披露截至2026年10月31日之股份发行人的证券变动月报表，11月03日股价下跌5.79%","url":"https://stock-news.laohu8.com/highlight/detail?id=2680742755","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2680742755?lang=zh_cn&edition=full","pubTime":"2026-11-03 18:57","pubTimestamp":1793703461,"startTime":"0","endTime":"0","summary":"截至2026年11月3日收盘，江波龙报收于202.2元，较前一交易日下跌5.79%，最新总市值为929.43亿元。公告显示，截至2026年10月31日，公司H股和A股的法定注册资本及已发行股份均无变动。A股在深圳证券交易所上市，证券代码301308，已发行股份总数为429,668,149股，其中库存股2,290,604股。公司确认H股公众持股量符合上市规则要求。此外，公司存在一项2026年限制性股票激励计划，相关协议已于2026年5月19日经股东大会通过，本月底可能因此发行的股份上限为4,622,820股。","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/RB2026110300036442.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":["161027","09976","301308","BK0214","BK1193"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2680746865","title":"深交所联合广发基金“走进创业板算力指数成份股·广深站”系列活动成功举办","url":"https://stock-news.laohu8.com/highlight/detail?id=2680746865","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2680746865?lang=zh_cn&edition=full","pubTime":"2026-11-03 16:56","pubTimestamp":1793696160,"startTime":"0","endTime":"0","summary":"10月28日—30日，由深圳证券交易所主办、广发基金协办的“走进创业板算力指数成份股·广深站”活动成功举办。深圳证券交易所基金部、广发基金、券商相关负责人与投资者代表齐聚一堂，共话创业板算力指数的投资机遇。从算力租赁到光连接、交换机、无源器件，本次“走进创业板算力指数成份股·广深站”活动为投资者揭开了创业板算力硬科技成份股的底层逻辑，让投资者对创业板算力指数的投资价值有了更深认识。","market":"sg","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://finance.sina.com.cn/money/fund/jjh/2026-11-03/doc-inixncmx8640484.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":"sina","symbols":["BK0231","09976","BK0214","301396","301308","BK0138","300570","301191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2680424794","title":"【机构调研记录】方正富邦基金调研仕佳光子、江波龙","url":"https://stock-news.laohu8.com/highlight/detail?id=2680424794","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2680424794?lang=zh_cn&edition=full","pubTime":"2026-11-03 08:03","pubTimestamp":1793664188,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及11月2日披露的机构调研信息，方正富邦基金近期对2家上市公司进行了调研，相关名单如下：1）仕佳光子 调研纪要：公司立足光通信主业，有序推进产能建设。2）江波龙 调研纪要：公司自研主控芯片累计出货超2.8亿颗，采用5nm至28nm制程，支撑嵌入式存储、SSD等产品。方正富邦基金成立于2011年，截至目前，资产管理规模955.82亿元；资产管理规模465.65亿元；管理公募基金数96只；旗下公募基金经理16人。","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/RB2026110300010115.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":["BK1193","301308","BK0214","688313","09976"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2680755987","title":"江波龙：2026年上半年公司SATA eSSD市占率位居国内第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2680755987","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2680755987?lang=zh_cn&edition=full","pubTime":"2026-11-02 18:49","pubTimestamp":1793616540,"startTime":"0","endTime":"0","summary":"南财智讯11月2日电，江波龙在投资者关系活动中表示，公司企业级存储业务坚持以自研方案为主的发展策略，高起点布局、长期投入，目前已形成覆盖SATAeSSD、PCIeeSSD、RDIMM等主流企业级存储产品，以及SOCAMM、MRDIMM等创新存储产品的完善产品矩阵。根据权威第三方数据，2026年上半年，公司SATAeSSD市占率位居国内第一。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202611023918876698.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/202611023918876698.html","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":"stock_eastmoney","symbols":["301308","SATA","BK1193","BK4135","BK4082","09976","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2680199207","title":"股市必读：江波龙三季报 - 第三季度单季净利润同比增长436.60%","url":"https://stock-news.laohu8.com/highlight/detail?id=2680199207","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2680199207?lang=zh_cn&edition=full","pubTime":"2026-11-02 03:00","pubTimestamp":1793559637,"startTime":"0","endTime":"0","summary":"业绩披露要点：2026年前三季度归母净利润143.22亿元，同比上升1909.68%；第三季度单季归母净利润37.45亿元，同比上升436.6%。第三季度单季度主营收入146.3亿元，同比上升123.74%；单季度归母净利润37.45亿元，同比上升436.6%；单季度扣非净利润41.62亿元，同比上升832.09%；负债率45.14%，毛利率53.55%，财务费用7.41亿元，投资收益-7421.1万元。公司公告汇总2026年三季度报告2026年第三季度营业收入14,629,868,539.05元，同比增长123.74%；归属于上市公司股东的净利润3,744,782,978.12元，同比增长436.60%。","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/RB2026110200000753.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":["09976","301308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2679273493","title":"深圳“存储五虎”赚翻了，前三季度合计净赚397.19亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2679273493","media":"时代周报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2679273493?lang=zh_cn&edition=full","pubTime":"2026-10-31 18:34","pubTimestamp":1793442878,"startTime":"0","endTime":"0","summary":"截至10月31日，深圳“存储五虎”2026年三季报均已披露。据Wind数据，江波龙（301308.SZ）、佰维存储（688525.SH）、德明利（001309.SZ）、香农芯创（300475.SZ）、大普微（301666.SZ）前三季度合计实现营业收入2052.51亿元，归母净利润397.19亿元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202610313917621956.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/202610313917621956.html","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":"stock_eastmoney","symbols":["BK0250","688525","BK0214","09976","001309","BK1193","301666","300475","301308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2679222451","title":"江波龙（301308）2026年三季报简析：营收净利润同比双双增长，应收账款上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2679222451","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2679222451?lang=zh_cn&edition=full","pubTime":"2026-10-31 11:57","pubTimestamp":1793419040,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期江波龙发布2026年三季报。截至本报告期末，公司营业总收入387.18亿元，同比上升131.37%，归母净利润143.22亿元，同比上升1909.68%。按单季度数据看，第三季度营业总收入146.3亿元，同比上升123.74%，第三季度归母净利润37.45亿元，同比上升436.6%。本报告期江波龙应收账款上升，应收账款同比增幅达83.53%。应交税费变动幅度为1044.29%,原因:应交企业所得税增加。净利润变动幅度为1805.7%,原因:利润增长。","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/RB2026103100025823.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":["301308","09976"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2679668221","title":"渠道SSD价格下调 存储市场行情出现分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2679668221","media":"中国经营网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2679668221?lang=zh_cn&edition=full","pubTime":"2026-10-31 09:44","pubTimestamp":1793411067,"startTime":"0","endTime":"0","summary":"经历了近一年的价格上涨后，存储市场开始出现松动信号。10月27日，CFM闪存市场发布的渠道报价显示，截至10月27日当周的渠道SSD（固态硬盘）价格全面下调，部分产品单周跌幅超过10%。与此同时，上游闪存晶圆现货贸易价格出现回落，“双11”期间部分零售SSD产品也出现降价促销。不过，渠道SSD价格回调并不意味着整个存储市场已经进入降价周期。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202610313917523682.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/202610313917523682.html","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":"stock_eastmoney","symbols":["BK0214","DRMY","BK4588","301308","DISK","MULL","DRMP","BK0250","MUG","DRAL","MIC","MUD","RAM","DRAM","688825","300475","MUYY","MUZ","RAMZ","MUU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2679141952","title":"江波龙：公司产品可应用在机器人具身智能、智能汽车等多种终端领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2679141952","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2679141952?lang=zh_cn&edition=full","pubTime":"2026-10-30 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20:52","pubTimestamp":1793364764,"startTime":"0","endTime":"0","summary":"请问目前公司这套方案，是否已经针对人形机器人这类物理端侧 AI 场景，开展平台适配与联合调优？谢谢江波龙回复：尊敬的投资者，您好。公司已与全球知名的机器人企业开展送样及导入工作，并将与产业伙伴共同探索新产品、新技术的应用。物理AI有望为公司构建新的增长曲线，公司将持续高度关注机器人以及物理AI产业发展，但该业务目前对公司实际业绩的贡献率尚低，请注意投资风险。","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/RB2026103000054230.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":["301308","09976","BK1193","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2679921554","title":"江波龙(301308)9月30日股东户数15.11万户，较上期减少0.58%","url":"https://stock-news.laohu8.com/highlight/detail?id=2679921554","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2679921554?lang=zh_cn&edition=full","pubTime":"2026-10-30 19:29","pubTimestamp":1793359788,"startTime":"0","endTime":"0","summary":"证券之星消息，近日江波龙披露，截至2026年9月30日公司股东户数为15.11万户，较6月30日减少884.0户，减幅为0.58%。在半导体行业个股中，江波龙股东户数高于行业平均水平，截至9月30日，半导体行业平均股东户数为8.05万户。从股价来看，2026年6月30日至2026年9月30日，江波龙区间跌幅为57.1%，在此期间股东户数减少884.0户，减幅为0.58%。","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/RB2026103000048028.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","BK1193","09976","301308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2679299126","title":"赚了143亿元却囤着284亿元存货 江波龙为何还要分红近10亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2679299126","media":"新浪证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2679299126?lang=zh_cn&edition=full","pubTime":"2026-10-30 17:30","pubTimestamp":1793352600,"startTime":"0","endTime":"0","summary":"10月29日晚间，江波龙披露三季报。前三季度营业收入387.18亿元，同比增长131.37%，归母净利润143.22亿元，同比增长1909.68%。江波龙此前披露与多家全球主要存储晶圆原厂续签供应协议。前三季度，江波龙预付款项从年初6.58亿元增至22.10亿元，增长236.10%。一边大规模备货一边分红和融资江波龙同期拟实施第二次中期现金分红9.97亿元，约占前三季度归母净利润的6.96%。截至9月底，货币资金达到134.61亿元。与此同时，长期借款从年初43.77亿元增加至117.01亿元。","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://finance.sina.com.cn/stock/aigcy/2026-10-30/doc-iniwzazv4584094.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":"sina","symbols":["BK4585","BK4588","BK0214","VIG","BK1193","09976","301308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2679008259","title":"江波龙（301308）10月29日主力资金净卖出3.04亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2679008259","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2679008259?lang=zh_cn&edition=full","pubTime":"2026-10-30 09:19","pubTimestamp":1793323165,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年10月29日收盘，江波龙报收于221.51元，下跌7.4%，换手率4.73%，成交量13.34万手，成交额30.31亿元。近5日资金流向一览见下表：江波龙融资融券信息显示，融资方面，当日融资买入2.23亿元，融资偿还3.51亿元，融资净偿还1.28亿元。江波龙主营业务：存储器和主控芯片的研发设计、封装测试、技术支持与存储器销售。","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/RB2026103000016955.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":["301308","BK0214","09976","BK1193"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2679231659","title":"图解江波龙三季报：第三季度单季净利润同比增长436.60%","url":"https://stock-news.laohu8.com/highlight/detail?id=2679231659","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2679231659?lang=zh_cn&edition=full","pubTime":"2026-10-30 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