每经AI快讯，港股芯片股今日回暖。截至发稿，澜起科技(06809.HK)涨52.31%，报162.8港元；兆易创 新(03986.HK)涨10.5%，报311.4港元；华虹半导体(01347.HK)涨5.89%，报105.1港元；中芯国际 (00981.HK)涨4.29%，报70.5港元。 ...

Core Viewpoint - The semiconductor sector is experiencing a rebound, with significant stock price increases for various companies, driven by strong demand for AI computing power and upcoming earnings reports from major players in the wafer foundry industry [1] Group 1: Stock Performance - Lanke Technology (06809) increased by 52.31%, reaching HKD 162.8 [1] - Zhaoyi Innovation (03986) rose by 10.5%, reaching HKD 311.4 [1] - Huahong Semiconductor (01347) gained 5.89%, reaching HKD 105.1 [1] - SMIC (00981) saw a rise of 4.29%, reaching HKD 70.5 [1] Group 2: Upcoming Earnings Reports - SMIC is scheduled to release its financial report on February 10 [1] - Huahong Semiconductor will publish its earnings on February 12 [1] Group 3: Industry Growth - The global wafer foundry industry remains robust, driven by rapid growth in AI computing demand [1] - TSMC is projected to achieve a revenue of NT$1.05 trillion in Q4 2025, marking a year-on-year increase of 20.45% and setting a record for quarterly revenue [1] - TSMC's annual revenue is expected to grow by 31.60%, reaching NT$3.81 trillion [1] Group 4: Price Increases in Chip Industry - A price increase trend is spreading across the semiconductor supply chain, with domestic chip manufacturers like Guokewai, Zhongwei Semiconductor, and Yinjixin announcing price hikes of up to 80% [1] - The price increase covers key areas such as memory, MCU, and analog chips [1] - Analysts predict that the upward price trend for domestic chips will continue into the first half of 2026, with potential for more companies to follow suit [1]

每经AI快讯，兆易创新(03986.HK)早盘涨超7%，截至发稿，涨5.96%，报298.6港元，成交额5081.79万 港元。 ...

Core Viewpoint - Zhaoyi Innovation (03986) has seen a significant stock price increase, attributed to its inclusion in the Hong Kong Stock Connect and positive earnings forecasts for 2025 [1] Group 1: Stock Performance - Zhaoyi Innovation's stock rose over 7% in early trading, currently up 5.96% at HKD 298.6, with a trading volume of HKD 50.82 million [1] Group 2: Earnings Forecast - The company anticipates a revenue of approximately RMB 9.2 billion for 2025, representing a year-on-year growth of around 25% [1] - Expected net profit attributable to shareholders is around RMB 1.61 billion, reflecting a year-on-year increase of approximately 46% [1] Group 3: Industry Outlook - Huajin Securities reports that with the steady rise in the storage cycle, Zhaoyi Innovation is advancing its storage chip process and product iterations, positioning itself to maintain a leading edge in NOR flash technology [1] - The company is expected to replicate the growth path of NOR flash in the DRAM sector as major manufacturers shift production capacity, with customized DRAM likely to create additional growth opportunities [1] - The ongoing expansion of MCU, sensor, and analog businesses, alongside the trends in consumer electronics, automotive electronics, and industrial sectors, suggests continued performance growth for the company [1]

观点网讯：2月9日，深圳证券交易所发布公告，因豪威集团（00501）、兆易创新（03986）在香港市场 价格稳定期结束且相应A股上市满10个交易日，根据《深圳证券交易所深港通业务实施办法》的有关规 定，港股通标的证券名单发生调整并自2026年02月09日起生效。 来源：观点地产网 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...

Group 1 - The core announcement indicates that due to the end of the price stabilization period for Howie Group (00501) and Zhaoyi Innovation (03986) in the Hong Kong market, and after their respective A-shares have been listed for more than 10 trading days, adjustments to the Stock Connect eligible securities list will take effect from February 9, 2026 [1][3] - Howie Group and Zhaoyi Innovation are being added to the Stock Connect eligible securities list [1][3] Group 2 - The adjustment direction for Howie Group is "added" [3] - The adjustment direction for Zhaoyi Innovation is also "added" [3]

| 代码 | 简称 | 调整方向 | | --- | --- | --- | | 00501 | 豪威集团 | 调入 | | 03986 | 兆易创新 | 调入 | 深交所公告，因豪威集团（603501）(00501)、兆易创新（603986）(03986)在香港市场价格稳定期结束且相应A股上市满10个交易日，根据《深圳证券交易 所深港通业务实施办法》的有关规定，港股通标的证券名单发生调整并自2026年02月09日起生效，调入豪威集团、兆易创新。 ...

2月9日，深交所公告，因豪威集团（00501）、兆易创新（03986）在香港市场价格稳定期结束且相应A 股上市满10个交易日，根据《深圳证券交易所深港通业务实施办法》的有关规定，港股通标的证券名单 发生调整并自2026年02月09日起生效，调入豪威集团、兆易创新。 ...

根据香港法例第571W章证券及期货(稳定价格)规则第9(2)条，公司进一步宣布，全球发售的稳定价格期 间已于2026年2月7日(星期六)(即递交香港公开发售申请截止日期後第30天)结束。 格隆汇2月8日丨兆易创新(03986.HK)宣布，招股章程所述超额配股权已于2026年2月7日(星期六)获整体 协调人(为其本身及代表国际包销商)悉数行使，涉及合共433.73万股H股，占全球发售项下可供认购的 发售股份总数约15.0%(于任何超额配股权获行使前)。 超额配发股份将由本公司按每股H股162.00港元(即全球发售项下每股H股的发售价，不包括1.0%经纪佣 金、0.0027%证监会交易徵费、0.00565%香港联交所交易费及0.00015%会财局交易徵费)配发及发行。 超额配发股份将用于加快向同意延迟交付其根据全球发售认购的相关发售股份的承配人交付部分H股。 ...

智通财经APP讯，兆易创新(03986)发布公告，招股章程所述超额配股权已于2026年2月7日(星期六)获整 体协调人(为其本身及代表国际包销商)悉数行使，涉及合共433.73万股H股，占全球发售项下可供认购 的发售股份总数约15.0%(于任何超额配股权获行使前)。超额配发股份将由公司按每股H股162.00港元配 发及发行。超额配发股份将用于加快向同意延迟交付其根据全球发售认购的相关发售股份的承配人交付 部分H股。 公司进一步宣布，全球发售的稳定价格期间已于2026年2月7日(星期六)(即递交香港公开发售申请截止日 期后第30天)结束。 ...