301308 江波龙
已收盘 12-16 15:00:00
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江波龙:存货跌价准备计提依据会计准则
证券之星 · 12-15 21:24
江波龙:存货跌价准备计提依据会计准则
12月15日江波龙跌8.12%,德邦半导体产业混合发起式A基金重仓该股
证券之星 · 12-15 15:41
12月15日江波龙跌8.12%,德邦半导体产业混合发起式A基金重仓该股
机构密集调研存储芯片!券商展望2026年:科技或仍是最强主线
券商中国 · 12-12
机构密集调研存储芯片!券商展望2026年:科技或仍是最强主线
江波龙:行业景气可转化为盈利优势
证券之星 · 12-11
江波龙:行业景气可转化为盈利优势
存储器涨价影响几何
经济日报 · 12-10
存储器涨价影响几何
12月8日江波龙涨14.64%,德邦半导体产业混合发起式A基金重仓该股
证券之星 · 12-08
12月8日江波龙涨14.64%,德邦半导体产业混合发起式A基金重仓该股
江波龙:UBS、Red Gate Asset Management等多家机构于12月2日调研我司
证券之星 · 12-05
江波龙:UBS、Red Gate Asset Management等多家机构于12月2日调研我司
江波龙:定增事项尚需股东会审议批准
证券之星 · 12-04
江波龙:定增事项尚需股东会审议批准
江波龙:暂无太空数据中心存储产品专项统计
证券之星 · 12-04
江波龙:暂无太空数据中心存储产品专项统计
江波龙:SOCAMM2产品尚未形成收入
证券之星 · 12-04
江波龙:SOCAMM2产品尚未形成收入
江波龙(301308)发布2025年度向特定对象发行A股股票预案,12月2日股价下跌1.47%
证券之星 · 12-02
江波龙(301308)发布2025年度向特定对象发行A股股票预案,12月2日股价下跌1.47%
江波龙计划通过股份私募募资不超过37亿元以支持项目并增强资本
美股速递 · 12-02
江波龙计划通过股份私募募资不超过37亿元以支持项目并增强资本
江波龙最新公告:拟定增募资不超过37亿元用于面向AI领域的高端存储器研发及产业化项目、半导体存储主控芯片系列研发项目等
证券之星 · 12-02
江波龙最新公告:拟定增募资不超过37亿元用于面向AI领域的高端存储器研发及产业化项目、半导体存储主控芯片系列研发项目等
江波龙:境外发行上市尚需监管机构批准
证券之星 · 12-01
江波龙:境外发行上市尚需监管机构批准
江波龙:存储晶圆系存储器企业的重要上游材料
证券之星 · 12-01
江波龙:存储晶圆系存储器企业的重要上游材料
江波龙:实控人及部分董事承诺十二个月不减持
证券之星 · 11-28
江波龙:实控人及部分董事承诺十二个月不减持
江波龙:多维发力提升全球综合竞争力
证券之星 · 11-28
江波龙:多维发力提升全球综合竞争力
江波龙:11月24日接受机构调研,建信基金、华泰证券等多家机构参与
证券之星 · 11-27
江波龙:11月24日接受机构调研,建信基金、华泰证券等多家机构参与
江波龙:公司第三季度仍存有股份支付费用
证券之星 · 11-27
江波龙:公司第三季度仍存有股份支付费用
江波龙:构建系统化技术能力
证券之星 · 11-27
江波龙:构建系统化技术能力
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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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21:24","pubTimestamp":1765805052,"startTime":"0","endTime":"0","summary":"证券之星消息,江波龙(301308)12月15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:贵公司的存货那么多,今年会不会计提减值?江波龙回复:尊敬的投资者,您好。公司的存货跌价准备计提的工作,均依据企业会计准则相应规范,本着审慎的原则进行。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/RB2025121500033820.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":"2591615109","title":"12月15日江波龙跌8.12%,德邦半导体产业混合发起式A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2591615109","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591615109?lang=zh_cn&edition=full","pubTime":"2025-12-15 15:41","pubTimestamp":1765784469,"startTime":"0","endTime":"0","summary":"证券之星消息,12月15日江波龙跌8.12%,收盘报244.0元,换手率5.58%,成交量15.3万手,成交额37.7亿元。根据2025基金Q3季报公募基金重仓股数据,重仓该股的公募基金共40家,其中持有数量最多的公募基金为德邦基金的德邦半导体产业混合发起式A。德邦半导体产业混合发起式A目前规模为6.63亿元,最新净值1.9201,较上一交易日上涨1.05%,近一年上涨76.19%。","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/RB2025121500013110.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":["BK0214","159582","301308"],"gpt_icon":0},{"id":"2590527403","title":"机构密集调研存储芯片!券商展望2026年:科技或仍是最强主线","url":"https://stock-news.laohu8.com/highlight/detail?id=2590527403","media":"券商中国","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590527403?lang=zh_cn&edition=full","pubTime":"2025-12-12 13:25","pubTimestamp":1765517100,"startTime":"0","endTime":"0","summary":" 12月以来,A股市场机构调研活动持续活跃,券商分析师作为调研主力,也在积极进行上市公司的实地走访与交流,挖掘年末布局的方向。 Choice数据显示,本月以来已有超过200家A股上市公司接受了券商调研,电子、机械设备等行业热度高,同时,近期受到热捧的存储芯片概念相关公司被券商密集调研。 临近年末,国金证券、中泰证券等多家券商在本周发布2026年度策略。券商普遍认为,科技板块仍是最看好的明年主线之一。","market":"us","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/hyyj/2025-12-12/doc-inhapmrm5729848.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":"sina","symbols":["605488","BK0148","301468","BK0144","BK0214","BK0221","BK0170","LU1808992512.USD","BK0070","BK0187","300476","BK0175","BK0197","BK0259","BK0209","688372","BK0188","BK0251","688691","688048","688028","BK0005","LU1979443071.USD","LU1934453819.USD","BK0176","SGXZ81163826.USD","SINA","LU1969619763.USD","600487","BK0224","LU0469268626.HKD","002975","301319","002353","688238","600814","SGXZ49509284.SGD","BK0196","BK0143","LU2328871848.SGD","301308","BK0093","301087","BK0216","BK0231","BK0077","BK0220","BK0167"],"gpt_icon":0},{"id":"2590592058","title":"江波龙:行业景气可转化为盈利优势","url":"https://stock-news.laohu8.com/highlight/detail?id=2590592058","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590592058?lang=zh_cn&edition=full","pubTime":"2025-12-11 18:39","pubTimestamp":1765449553,"startTime":"0","endTime":"0","summary":"证券之星消息,江波龙12月11日在投资者关系平台上答复投资者关心的问题。当供需关系趋紧推动价格上涨时,将在一定程度和一定时间段内,改善存储产业链的整体盈利水平,在研发能力、产品竞争力及供应链韧性等方面具备综合优势的企业,能更高效地将行业景气转化为可持续的盈利优势。","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/RB2025121100031417.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":"2590352322","title":"存储器涨价影响几何","url":"https://stock-news.laohu8.com/highlight/detail?id=2590352322","media":"经济日报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590352322?lang=zh_cn&edition=full","pubTime":"2025-12-10 00:00","pubTimestamp":1765296000,"startTime":"0","endTime":"0","summary":"从经销商手中不断上涨的报价单,到小米、惠普等消费电子企业不得不面对的成本压力,存储器涨价正通过层层传导,给产业带来一定影响。存储器价格为何出现快速上涨?存储器这一轮涨价呈现速度快、幅度大、涉及型号多的特点。上下游产业感受分化存储器涨价对产业链上下游不同环节的影响不同。对于产业链下游的手机、电脑等消费电子厂商来说,存储器涨价则造成较大冲击。","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=nesSN20251210055756a72e237b&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251210055756a72e237b&s=b","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":"tencent","symbols":["00981","BK1163","301308","688525","002371","BK1614","BK1526","BK1607","BK1610"],"gpt_icon":0},{"id":"2589380357","title":"12月8日江波龙涨14.64%,德邦半导体产业混合发起式A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2589380357","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589380357?lang=zh_cn&edition=full","pubTime":"2025-12-08 15:39","pubTimestamp":1765179580,"startTime":"0","endTime":"0","summary":"证券之星消息,12月8日江波龙涨14.64%,收盘报273.0元,换手率9.19%,成交量25.21万手,成交额65.41亿元。根据2025基金Q3季报公募基金重仓股数据,重仓该股的公募基金共40家,其中持有数量最多的公募基金为德邦基金的德邦半导体产业混合发起式A。德邦半导体产业混合发起式A目前规模为6.63亿元,最新净值1.8502,较上一交易日下跌0.16%,近一年上涨70.32%。","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/RB2025120800012856.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":["BK0214","301308","159582"],"gpt_icon":0},{"id":"2589812851","title":"江波龙:UBS、Red Gate Asset Management等多家机构于12月2日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2589812851","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589812851?lang=zh_cn&edition=full","pubTime":"2025-12-05 09:17","pubTimestamp":1764897451,"startTime":"0","endTime":"0","summary":"证券之星消息,2025年12月4日江波龙发布公告称UBS、Red Gate Asset Management、Dacheng Fund、Triata Capital、Fidelity、中信资管于2025年12月2日调研我司。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。该股最近90天内共有8家机构给出评级,买入评级6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/RB2025120500005510.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":"2588888400","title":"江波龙:定增事项尚需股东会审议批准","url":"https://stock-news.laohu8.com/highlight/detail?id=2588888400","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588888400?lang=zh_cn&edition=full","pubTime":"2025-12-04 18:15","pubTimestamp":1764843317,"startTime":"0","endTime":"0","summary":"证券之星消息,江波龙12月04日在投资者关系平台上答复投资者关心的问题。公司本次向特定对象发行股票尚需获得本公司股东会审议批准,需经深交所审核通过并经中国证监会同意注册后方可实施,该事项仍存在不确定性。为保护投资者利益,公司不对重大假设性问题做出回应,将根据该事项的进展情况及时履行信息披露义务。","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/RB2025120400028881.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":"2588388828","title":"江波龙:暂无太空数据中心存储产品专项统计","url":"https://stock-news.laohu8.com/highlight/detail?id=2588388828","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588388828?lang=zh_cn&edition=full","pubTime":"2025-12-04 18:15","pubTimestamp":1764843316,"startTime":"0","endTime":"0","summary":"证券之星消息,江波龙(301308)12月04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:请问公司的产品是否能运用到太空数据中心江波龙回复:尊敬的投资者,您好。公司的半导体存储器产品具备广阔的应用空间,对于太空数据中心使用的存储产品,公司暂无对应的专项统计或特定客户,公司作为领先的综合型半导体存储品牌企业,将保持对于存储产品在各个使用场景实际应用的关注和了解。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/RB2025120400028879.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":"2588507793","title":"江波龙:SOCAMM2产品尚未形成收入","url":"https://stock-news.laohu8.com/highlight/detail?id=2588507793","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588507793?lang=zh_cn&edition=full","pubTime":"2025-12-04 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