港股詳情

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江波龍

206.200

-6.400-3.01%

成交量：63.63萬

成交額：1.29億

市值：939.75億

市盈率：46.87

高：212.600

開：212.600

低：200.200

收：212.600

52周最高：236.600

52周最低：200.200

股本：4.56億

香港流通股本：2,607.78萬

量比：0.19

換手率：2.44%

股息：- -

股息率：- -

每股收益(LYR):4.399

淨資產收益率：93.61%

總資產收益率：29.18%

市淨率：4.32

市盈率(LYR):46.87

市銷率: 2.19

資料載入中...

總覽公司新聞公告

江波龍：2026年9月11日回購163,800股股份，耗資約5,556.56萬元

深度折價擋不住破發：江波龍H股發出什麼信號？

江波龍為子公司提供1億元擔保對外總擔保餘額超98億元

南方都市报

異動解讀｜江波龍盤中下跌4.61%，H股上市四日累計跌幅顯著疊加現金流與高存貨隱憂

江波龍(09976)2026年第二次臨時股東大會審議議案獲逾99%讚成

江波龍(09976)第二次臨時股東會通過新增2026年度日常關聯交易議案

江波龍(09976)2026年第二次臨時股東會通過新增年度關聯交易預計

江波龍：2026年第二次臨時股東會決議公告

江波龍（09976）新增1億元對子公司擔保　累計擔保餘額達98.41億元

江波龍：9月10日回購14.34萬股，耗資約4,998.74萬元

江波龍(09976)9月10日斥資4998.74萬元回購14.34萬股A股

半年淨賺105億元，港股首日破發：江波龍H股236港元定價背後的市場博弈

江波龍早盤升逾7% 華泰證券維持「買入」評級

港股異動 | 江波龍(09976.HK)早盤升逾7% 上半年純利超百億公司為國內存儲模組龍頭

存儲芯片股續漲江波龍（09976）升逾3% 高盛指早期投資者重新入場

異動解讀｜江波龍盤中上漲3.05%，上市後連跌兩日疊加回購護盤觸發反彈

江波龍控股股東因A股定增及H股發行持股比例被動稀釋至38.46%

江波龍：控股股東及一致行動人持股比例被動稀釋至38.46%

智通AH統計|9月9日

江波龍(09976)出現大手買入3.32萬股，成交價$214.0，涉資710.48萬

阿斯达克财经

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17:38","pubTimestamp":1789119480,"startTime":"0","endTime":"0","summary":"市场原本预期巨大折价足以构建厚实安全垫，谁知上市首日，江波龙 H 股直接破发，截止本周五，其H股已跌至204港元，破发14%；并拖累其A股同步走低，两地股价已接近对折！其H 股发行定价980港元，较 A股小幅折价约3%，募资534 亿港元，系今年港股最大 IPO。上市首日虽一度破发，但截止本周五收盘1161港元，涨幅已达18%。江波龙 H 股深度折价仍挡不住破发，叠加科创 50等指数同步回调，向A股的科技股释放两大关键信号。","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/s/2026-09-11/doc-inirnaka5713980.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":["301308","BK1193","09976","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666510720","title":"江波龍為子公司提供1億元擔保 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09:51","pubTimestamp":1789091484,"startTime":"0","endTime":"0","summary":"9月11日，江波龙盘中下跌4.61%，报202.2港元，较236港元发行价已累计下跌约14.3%，成交额1123.93万港元。公司H股9月8日挂牌即破发，此后连续承压。市场关注焦点集中在三方面：一是H股发行价较A股折价逾四成引发估值锚定争议；二是上半年经营活动现金流净额为-31.51亿元，同比由正转负；三是截至6月末存货高达257.77亿元，占总资产超六成。尽管公司上半年归母净利润达105.77亿元、已连续实施A股回购累计超5亿元，但市场对存储行业周期见顶风险及盈利可持续性的担忧仍在压制估值。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"江波龙H股上市四日破发，现金流与高存货隐忧拖累","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09976"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1197158223","title":"江波龍(09976)2026年第二次臨時股東大會審議議案獲逾99%讚成","url":"https://stock-news.laohu8.com/highlight/detail?id=1197158223","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1197158223?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 22:32","pubTimestamp":1789050774,"startTime":"0","endTime":"0","summary":"深圳市江波龙电子股份有限公司2026年第二次临时股东大会已于2026年9月10日14:30在深圳市前海深港合作区南山街道听海大道5059号鸿荣源前海金融中心二期B座23楼举行，会议同时提供网络投票渠道。中伦律师事务所确认，本次股东大会出席人员资格、会议召集人资格及表决程序合法有效，所形成的决议依法生效。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09976"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1155468408","title":"江波龍(09976)第二次臨時股東會通過新增2026年度日常關聯交易議案","url":"https://stock-news.laohu8.com/highlight/detail?id=1155468408","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1155468408?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 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20:57","pubTimestamp":1789045020,"startTime":"0","endTime":"0","summary":"9月10日，江波龙发布公告称，公司于2026年9月10日召开2026年第二次临时股东会，审议通过《关于公司新增2026年度日常关联交易预计的议案》。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609103870794722.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/202609103870794722.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":["BK1193","09976","301308","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1172469149","title":"江波龍（09976）新增1億元對子公司擔保　累計擔保餘額達98.41億元","url":"https://stock-news.laohu8.com/highlight/detail?id=1172469149","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172469149?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 20:26","pubTimestamp":1789043186,"startTime":"0","endTime":"0","summary":"2026年9月10日，深圳市江波龙电子股份有限公司披露《关于为子公司提供担保的进展公告》，决定为全资子公司中山市江波龙电子有限公司向中国邮政储蓄银行股份有限公司前海分行申请的贷款提供最高不超过1亿元的连带责任保证担保，并已签署《小企业最高额保证合同》。截至公告披露日，江波龙对子公司提供的担保总额度为246亿元，占公司最近一期经审计净资产的313.20%；已使用担保余额为98.41亿元，占净资产的125.30%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09976"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1188844795","title":"江波龍：9月10日回購14.34萬股，耗資約4,998.74萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=1188844795","media":"公告速递","labels":["shareholding","buyback","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1188844795?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 20:06","pubTimestamp":1789041987,"startTime":"0","endTime":"0","summary":"江波龙（09976）于2026年9月10日公布翌日披露报表。公告显示，公司当日透过深圳证券交易所回购A股14.34万股，用于股权激励计划，占本次回购前公司已发行股本约0.0335%。回购价格介乎人民币346.96元至人民币352元不等，涉资约人民币49,987,350元（约4,998.74万元）。\n回购完成后，公司已发行股份总数为429,668,149股，其中已发行股份（不包括库藏股）约4.28亿股，库藏股合计1,392,855股。公司确认，本次回购已经董事会合法授权并遵守相关上市规则和适用法律法规。\n本公告由联合公司秘书许刚翎签署。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"江波龙：9月10日回购14.34万股，耗资约4,998.74万元","news_tag":"shareholding,buyback,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09976"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666593864","title":"江波龍(09976)9月10日斥資4998.74萬元回購14.34萬股A股","url":"https://stock-news.laohu8.com/highlight/detail?id=2666593864","media":"智通财经","labels":["shareholding","buyback"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666593864?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 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19:03","pubTimestamp":1789038180,"startTime":"0","endTime":"0","summary":"H股发售价236港元，较A股9月7日收盘价358.22元折让逾四成，较一个月前560元的定增价低出近58%。公司上半年归母净利润同比暴增超715倍至105.77亿元，基石阵容囊括传音、联想等产业资本，然而上市首日即告破发，收报233.60港元，跌幅约1.02%。上市首日，江波龙H股收报233.60港元，较发行价下跌约1.02%。黄立冲表示，首日小幅破发，也不足以证明整家公司已被市场否定。而H股236港元的发行价，更是较定增价低出近58%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-09-10/doc-inirixks7631660.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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10:33","pubTimestamp":1789007580,"startTime":"0","endTime":"0","summary":"模拟交易客户端江波龙早盘涨超7%。截至发稿，股价上涨7.14%，现报225港元，成交额1.79亿港元。江波龙中期业绩显示，上半年营收240.88亿元，同比增长136.26%；归母净利润105.77亿元，同比增长71528.66%。华泰证券发布研报称，公司为国内存储模组龙头，充分受益于AI驱动的存储景气上行周期，企业级与海外业务布局领先带来更高成长弹性，并持续发力自研主控芯片、深化 TCM/PTM 模式巩固竞争优势，维持“买入”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-09-10/doc-iniriaew8629973.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":["09976","301308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666551378","title":"港股異動 | 江波龍(09976.HK)早盤升逾7% 上半年純利超百億 公司為國內存儲模組龍頭","url":"https://stock-news.laohu8.com/highlight/detail?id=2666551378","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666551378?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 10:05","pubTimestamp":1789005913,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=ganggu","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":"live_zhitongcaijing","symbols":["BK1193","09976"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666236559","title":"存儲芯片股續漲 江波龍（09976）升逾3% 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涨3.05%，澜起科技涨2.06%，兆易创新涨1.29%。消息面上，隔晚美股存储芯片板块持续走强，高盛新近研报进一步提振板块信心。研报中，高盛将此次存储股上涨定性为早期投资者重新入场的信号。高盛认为，当前市场对半导体周期性风险的情绪仍偏谨慎，而对于低配该板块的基金而言，“痛苦交易”方向已转向上行。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991227","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":null,"symbols":["IE00B19Z3B42.SGD","LU1807302812.USD","LU0345770308.USD","BK4585","DRAL","MUU","DISK","LU2471134952.CNY","LU0067412154.USD","IE0034235188.USD","LU2896262040.SGD","LU2237443382.USD","LU1868837300.USD","06809","DRMY","09976","HBMX","MUYY","LU0072913022.USD","LU0052750758.USD","03986","BK4552","IE0004091025.USD","LU0061475181.USD","GSX","RAMZ","301308","LU0210536198.USD","MIC","RAM","LU2265009873.SGD","MUZ","LU2039709279.SGD","LU0314109678.HKD","LU0868494708.USD","LU2237443978.SGD","FTXL","MUD","DRMP","LU2237443622.USD","LU0106831901.USD","DRAM","BK4127","LU2750360641.GBP","09747","LU0345770993.USD","LU1152091754.HKD","MULL","LU2237438978.USD","MUG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1114975987","title":"異動解讀｜江波龍盤中上漲3.05%，上市後連跌兩日疊加回購護盤觸發反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=1114975987","media":"行情直击","labels":["buyback","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1114975987?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 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16:15","pubTimestamp":1788941706,"startTime":"0","endTime":"0","summary":"东北电气0.2212.251121.72%93.31%浙江世宝3.92516.67408.79%36.16%弘业期货2.2708.14329.52%14.67%晨鸣纸业0.6702.22297.01%34.87%中石化油服0.7102.34294.37%-15.34%凯盛新能2.2157.19288.71%27.82%京城机电股份2.8308.69267.84%24.38%复旦张江2.5407.8267.72%-13.87%南京熊猫电子股份3.2409.94267.59%15.17%安德利果汁26.40077249.36%-21.54%. 宁德时代562.000337.2-28.13%-2.01%中际旭创1173.000908.9-7.19%-7.58%兆易创新480.400383.03-4.50%-2.99%药明康德193.200154.94-3.94%-0.02%潍柴动力34.02027.85-1.94%-5.12%美的集团98.65086.024.44%-0.37%立讯精密61.90055.868.09%-4.08%紫金矿业37.60034.49.57%-3.41%交通银行7.8907.2910.65%-2.71%恒瑞医药45.94044.917.07%0.27%. 备注：以上数据由智通机器人根据港交所数据，经过人工智能运算后自动生成，并不保证数据100%准确；偏离值为当前溢价率与该股过去30天平均溢价率的差值。","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":"http://www.zhitongcaijing.com/content/detail/1493840.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":["06066","03188","00553","09976","00991","01033","03130","02338","LU0886674414.USD","03200","06821","03328","03678","HK0000320223.HKD","399300","01276","00895","00300","02899","00317","01108","02068","02475","EWH","07233","02865","02359","03750","83130","06869","LU0449509016.USD","01349","03308","02827","LU1242518857.USD","03986","00187","83188","00042","01057","06745","02218","BK1249","82846","LU0543330483.HKD","01812","159982","01877","02846"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666002643","title":"江波龍(09976)出現大手買入3.32萬股，成交價$214.0，涉資710.48萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2666002643","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666002643?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 14:44","pubTimestamp":1788936240,"startTime":"0","endTime":"0","summary":"[大手成交]江波龙(09976)在下午02:44出现大手买入，成交量为3.32万，成交价为港币$214.0，涉资710.48万。至目前为止，股价跌8.39%，今日最高价为$235.8，而最低价为$213.0，总成交量为120.416万股，总成交金额港币$2.687亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2609094740/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2609094740/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1193","09976","301308","BK0214"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":5,"pageCount":1,"totalSize":93,"code":"91000000","status":"200"}]}}