301308 江波龙
已收盘 03-02 15:00:00
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新股前瞻|欲打造A+H双平台抢占存储产业机遇，聚辰股份（688123.SH）能否实现关键一跃？
智通财经 · 02-12
新股前瞻|欲打造A+H双平台抢占存储产业机遇，聚辰股份（688123.SH）能否实现关键一跃？
江波龙：2月3日接受机构调研，招商证券、银河证券等多家机构参与
证券之星 · 02-11
江波龙：2月3日接受机构调研，招商证券、银河证券等多家机构参与
江波龙：公司自研主控芯片采用领先于主流产品的头部Foundry工艺
证券之星 · 02-09
江波龙：公司自研主控芯片采用领先于主流产品的头部Foundry工艺
江波龙：公司作为全球领先的综合型半导体存储品牌企业
证券之星 · 02-09
江波龙：公司作为全球领先的综合型半导体存储品牌企业
江波龙：UFS 4.1 是消费级存储的高端系列产品
证券之星 · 02-06
江波龙：UFS 4.1 是消费级存储的高端系列产品
江波龙：产品覆盖从云计算、边缘计算到AI训练与推理的多元场景
证券之星 · 02-06
江波龙：产品覆盖从云计算、边缘计算到AI训练与推理的多元场景
江波龙37亿元募资，存储龙头向“芯”突围
滚动播报 · 02-05
江波龙37亿元募资，存储龙头向“芯”突围
江波龙：公司结合存储市场的行业情况，以及产品特点、客户结构等自身特征，制定并执行适合公司的生产经营节奏
证券之星 · 02-05
江波龙：公司结合存储市场的行业情况，以及产品特点、客户结构等自身特征，制定并执行适合公司的生产经营节奏
新股前瞻|AI存储成市场风口，巨头环伺下的星辰天合能否突围？
智通财经网 · 02-04
新股前瞻|AI存储成市场风口，巨头环伺下的星辰天合能否突围？
江波龙：SOCAMM2产品目前尚未形成实质性收入贡献
证券之星 · 02-03
江波龙：SOCAMM2产品目前尚未形成实质性收入贡献
江波龙：公司具备自研主控芯片、自研固件算法、自有封装测试的全栈能力
证券之星 · 02-03
江波龙：公司具备自研主控芯片、自研固件算法、自有封装测试的全栈能力
江波龙（301308）披露全资子公司为公司提供担保的公告，2月2日股价下跌10.77%
证券之星 · 02-02
江波龙（301308）披露全资子公司为公司提供担保的公告，2月2日股价下跌10.77%
“订单排期到了明年” 存储超级周期下的众生相：谁在兑现 谁在挣扎
中国基金报 · 02-01
“订单排期到了明年” 存储超级周期下的众生相：谁在兑现 谁在挣扎
江波龙：依托主控芯片、固件算法、封装测试的全栈能力
证券之星 · 01-30
江波龙：依托主控芯片、固件算法、封装测试的全栈能力
江波龙：2025年第四季度扣非净利润约为6.5亿元至8.7亿元
证券之星 · 01-30
江波龙：2025年第四季度扣非净利润约为6.5亿元至8.7亿元
江波龙：各项经营指标与行业发展趋势保持一致
证券之星 · 01-30
江波龙：各项经营指标与行业发展趋势保持一致
半导体早参 | 存储模组龙头江波龙全年净利预增150.66%～210.82%，闪迪业绩、指引双超预期
每日经济新闻 · 01-30
半导体早参 | 存储模组龙头江波龙全年净利预增150.66%～210.82%，闪迪业绩、指引双超预期
公告精选︱江波龙：预计2025年净利润同比增长150.66%～210.82%；白银有色：黄金、白银产品的收入占总营业收入的比重较低
格隆汇 · 01-29
公告精选︱江波龙：预计2025年净利润同比增长150.66%～210.82%；白银有色：黄金、白银产品的收入占总营业收入的比重较低
江波龙最新公告：2025年净利同比预增151%-211%存储价格持续上涨
证券之星 · 01-29
江波龙最新公告：2025年净利同比预增151%-211%存储价格持续上涨
1月29日江波龙发生1笔大宗交易 成交金额876.72万元
证券之星 · 01-29
1月29日江波龙发生1笔大宗交易 成交金额876.72万元
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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半导体存储应用产品的研发、设计、封装测试、生产制造（SMT及组包环节，下同）与销售。公司的主要产品是嵌入式存储、固态硬盘、移动存储、内存条。
发行价格：
55.67
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21:02","pubTimestamp":1770901343,"startTime":"0","endTime":"0","summary":"智通财经APP观察到，A股的聚辰股份已于2月6日正式向港交所主板递交上市申请，中金公司担任独家保荐人。而在DDR5 SPD芯片领域，聚辰股份是全球第二大供应商，2024年全球市场份额超过40%。从业绩来看，聚辰股份近年来展现出稳健的成长态势。聚辰股份CEO表示，公司的DDR5 SPD芯片需求仍处于爬坡阶段，预计2026年三、四季度将实现显著放量。基于上述逻辑，聚辰股份在此次","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":"http://www.zhitongcaijing.com/content/detail/1404856.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_zhitongcaijing","symbols":["BK1163","BK0214","688525","301308","688123"],"gpt_icon":1},{"id":"2610560392","title":"江波龙：2月3日接受机构调研，招商证券、银河证券等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2610560392","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610560392?lang=zh_cn&edition=full","pubTime":"2026-02-11 09:09","pubTimestamp":1770772191,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年2月10日江波龙发布公告称公司于2026年2月3日接受机构调研，招商证券、银河证券、Morgan Stanley、北京信托、申万宏源、Point72、运舟资本、宁泉资产、西部证券、EIP、Willing、Optimas、中银基金、Quam Asset、长城资产国际、Commando、银河国际参与。mSSD 作为一项重大的产品创新，市场前景广阔，正在多家头部 PC 厂商加快导入。该股最近90天内共有7家机构给出评级，买入评级5家，增持评级2家；过去90天内机构目标均价为311.8。","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/RB2026021100006286.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":["BK0183","BK0012","600999","BK0010","BK0028","BK0188","301308","BK1564","06099","BK0214","BK0276","BK1147"],"gpt_icon":0},{"id":"2610345416","title":"江波龙：公司自研主控芯片采用领先于主流产品的头部Foundry工艺","url":"https://stock-news.laohu8.com/highlight/detail?id=2610345416","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610345416?lang=zh_cn&edition=full","pubTime":"2026-02-09 19:15","pubTimestamp":1770635708,"startTime":"0","endTime":"0","summary":"证券之星消息，江波龙02月09日在投资者关系平台上答复投资者关心的问题。公司自研主控芯片采用领先于主流产品的头部Foundry工艺，采用自研核心IP，搭配公司自研固件算法，使得公司各类存储产品具有明显的性能和功耗优势。搭载公司自研主控的UFS4.1产品在制程、读写速度以及稳定性上优于市场可比产品，已获得多家晶圆原厂及头部智能终端设备厂商的认可。","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/RB2026020900027474.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","301308","159813"],"gpt_icon":0},{"id":"2610835634","title":"江波龙：公司作为全球领先的综合型半导体存储品牌企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2610835634","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610835634?lang=zh_cn&edition=full","pubTime":"2026-02-09 19:09","pubTimestamp":1770635347,"startTime":"0","endTime":"0","summary":"证券之星消息，江波龙(301308)02月09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：公司Lexar品牌消费级存储产品在全球市场占有率如何？目前该品牌产品的涨价落地情况如何？江波龙回复：尊敬的投资者，您好。公司作为全球领先的综合型半导体存储品牌企业，各项经营指标与行业发展趋势保持一致。具体经营数据，请参考后续披露的相关公告。感谢您的关注。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":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026020900027099.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","159582","BK0214"],"gpt_icon":0},{"id":"2609593045","title":"江波龙：UFS 4.1 是消费级存储的高端系列产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2609593045","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609593045?lang=zh_cn&edition=full","pubTime":"2026-02-06 20:48","pubTimestamp":1770382102,"startTime":"0","endTime":"0","summary":"证券之星消息，江波龙02月05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：董秘您好，江波龙与闪迪合作的UFS 4.1技术已经获得了业界的广泛认可。UFS 4.1 是消费级存储的高端系列产品，亦是旗舰智能终端机型的首选配置。","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/RB2026020600038489.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"],"gpt_icon":0},{"id":"2609072593","title":"江波龙：产品覆盖从云计算、边缘计算到AI训练与推理的多元场景","url":"https://stock-news.laohu8.com/highlight/detail?id=2609072593","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609072593?lang=zh_cn&edition=full","pubTime":"2026-02-06 20:48","pubTimestamp":1770382102,"startTime":"0","endTime":"0","summary":"证券之星消息，江波龙(301308)02月05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：董秘您好！阿里巴巴平头哥最近推出了真武AI芯片，效能媲美H20，请问贵公司有产品应用到真武AI平台吗？谢谢江波龙回复：尊敬的投资者，您好。公司是国内少数具备“eSSD+RDIMM”产品设计与规模供应能力的企业之一，产品覆盖从云计算、边缘计算到AI训练与推理的多元场景，并已成功导入头部互联网企业、运营商及服务器厂商的供应链体系中。感谢您的关注。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":"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/RB2026020600038488.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"],"gpt_icon":0},{"id":"2609359335","title":"江波龙37亿元募资，存储龙头向“芯”突围","url":"https://stock-news.laohu8.com/highlight/detail?id=2609359335","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609359335?lang=zh_cn&edition=full","pubTime":"2026-02-05 22:07","pubTimestamp":1770300420,"startTime":"0","endTime":"0","summary":" 近期，江波龙披露2025年度业绩预告显示，公司全年净利润预计同比增长150.66%至210.82%，实现扭亏为盈后的高增长。 业绩大增的同时，这家存储芯片巨头1月亦发布公告称，其37亿元向特定对象发行A股股票的申请已获深交所受理，募资用途指向主控芯片设计与高端封测，意在借行业东风向产业链上游突围。","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/jjxw/2026-02-05/doc-inhkutzc2732352.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":["BK0214","301308"],"gpt_icon":0},{"id":"2609706583","title":"江波龙：公司结合存储市场的行业情况，以及产品特点、客户结构等自身特征，制定并执行适合公司的生产经营节奏","url":"https://stock-news.laohu8.com/highlight/detail?id=2609706583","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609706583?lang=zh_cn&edition=full","pubTime":"2026-02-05 20:45","pubTimestamp":1770295509,"startTime":"0","endTime":"0","summary":"证券之星消息，江波龙02月05日在投资者关系平台上答复投资者关心的问题。基于存储产品的大幅涨价，广大江波龙的股东目前最关心的是2025年4季度公司是否有惜售的行为，能否有正面的回应？公司结合存储市场的行业情况，以及产品特点、客户结构等自身特征，制定并执行适合公司的生产经营节奏，并严格遵循企业会计准则以及相关法律法规的规定。","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/RB2026020500037346.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"],"gpt_icon":0},{"id":"2608355735","title":"新股前瞻|AI存储成市场风口，巨头环伺下的星辰天合能否突围？","url":"https://stock-news.laohu8.com/highlight/detail?id=2608355735","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608355735?lang=zh_cn&edition=full","pubTime":"2026-02-04 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22:00","pubTimestamp":1770040851,"startTime":"0","endTime":"0","summary":"截至2026年2月2日收盘，江波龙报收于299.8元，较前一交易日下跌10.77%，最新总市值为1256.6亿元。该股当日开盘324.92元，最高324.92元，最低299.0元，成交额达64.01亿元，换手率为7.54%。近日，江波龙发布《关于公司全资子公司为公司提供担保的公告》。本次担保事项已履行子公司内部决策程序，无需提交公司董事会或股东会审议。截至公告日，公司对外担保总额度为110亿元，占最近一期经审计净资产的170.08%，均为对合并报表范围内子公司的担保，无逾期担保。","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/RB2026020200038528.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":["BK0214","301308"],"gpt_icon":0},{"id":"2608100880","title":"“订单排期到了明年” 存储超级周期下的众生相：谁在兑现 谁在挣扎","url":"https://stock-news.laohu8.com/highlight/detail?id=2608100880","media":"中国基金报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608100880?lang=zh_cn&edition=full","pubTime":"2026-02-01 07:33","pubTimestamp":1769902380,"startTime":"0","endTime":"0","summary":"在这场“超级周期”里，谁在兑现、谁在抢位，又是谁在挣扎？种种信号表明，存储市场正在走出低谷，进入新一轮上行周期。其中，13家公司归母净利润增幅上限超过1倍。存储涨价是公司业绩预增的核心因素。存储芯片及下游产品涨价预计将延续。伴随着AI驱动的存储“超级周期”到来，A股市场也诞生了多家存储大牛股。一场由AI驱动的存储芯片“超级周期”，正以前所未有的力度重塑着整个产业链。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260201073419a46dc08f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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存储模组龙头江波龙全年净利预增150.66%～210.82%，闪迪业绩、指引双超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2607069091","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607069091?lang=zh_cn&edition=full","pubTime":"2026-01-30 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22:11","pubTimestamp":1769695909,"startTime":"0","endTime":"0","summary":"中国船舶：预计2025年归母净利润在70亿元至84亿元之间，同比增加约65.89%至99.07%","market":"sh","thumbnail":"https://img7.gelonghui.com/column/2/111.png?guru_height=540&guru_width=375","type":0,"news_type":0,"thumbnails":["https://img7.gelonghui.com/column/2/111.png?guru_height=540&guru_width=375"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/3716015","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":"gelonghui_highlight","symbols":["1OZmain","SIVR","QImain","QOmain","MGCmain","SImain","GLDM","159831","601212","SIL","GCmain","301308"],"gpt_icon":1},{"id":"2607196089","title":"江波龙最新公告：2025年净利同比预增151%-211%存储价格持续上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2607196089","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607196089?lang=zh_cn&edition=full","pubTime":"2026-01-29 19:40","pubTimestamp":1769686859,"startTime":"0","endTime":"0","summary":"江波龙公告称，预计2025年归属于上市公司股东的净利润为12.50亿元-15.50亿元，比上年同期增长150.66%-210.82%。报告期内，存储价格在一季度触底后企稳回升，三季度末因AI服务器需求爆发及原厂产能向企业级产品倾斜，导致供给进一步失衡，存储价格持续上涨。同时，公司已经实现定制化端侧AI存储产品在头部客户的批量出货。报告期内公司还推出了Wafer级SiP封装的mSSD产品，正在多家头部PC厂商加快导入。","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/RB2026012900037422.shtml","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":"stockstar","symbols":["BK0214","301308"],"gpt_icon":0},{"id":"2607637707","title":"1月29日江波龙发生1笔大宗交易 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