智通财经APP讯，兆易创新(03986)发布公告，公司于2026年1月22日召开第五届董事会第八次会议，审 议通过了《关于使用A股部分募集资金向全资子公司及全资孙公司增资以实施DRAM募投项目的议 案》，同意公司使用A股募集资金5亿元向全资子公司珠海横琴芯存半导体有限公司(以下简称"珠海芯 存")增资，并由珠海芯存使用A股募集资金向全资孙公司合肥芯存半导体有限公司(以下简称"合肥芯 存")、全资孙公司西安芯存半导体有限公司(以下简称"西安芯存")分别增资3000万元、5000万元，以实 施DRAM募投项目。 ...

Core Viewpoint - The company has announced the appointment of KPMG as its overseas auditor for the fiscal year 2025, following a board meeting held on January 22, 2026 [1] Group 1 - The board of directors approved the proposal to hire an overseas accounting firm [1] - The decision was made during the eighth meeting of the fifth board of directors [1] - The appointment is specifically for the fiscal year ending in 2025 [1]

Key Points - Haiguang Information's major shareholder plans to reduce its stake by up to 0.50% due to funding needs, with a maximum of 11.62 million shares to be sold between February 13, 2026, and May 12, 2026 [2] - Zhaoyi Innovation expects a net profit of approximately 1.61 billion yuan for 2025, representing a 46% year-on-year increase, driven by technological advancements and market demand in sectors like AI and automotive electronics [3][4] - Yongli Technology forecasts a net profit increase of 67% to 98% for 2025, focusing on high-value AI servers and communication equipment to enhance profitability [4] - Chongda Technology plans to invest 1 billion yuan in a functional IC packaging substrate project to strengthen its position in the high-end integrated circuit market, with construction expected to be completed by September 2028 [5] - Zhongwei Company reported a 1% stake reduction by its largest shareholder through block trading, totaling 6.26 million shares [6] - Qiangyi Company anticipates a net profit increase of 58% to 71% for 2025, benefiting from strong orders in the communication network and AI sectors [7] - Tuojing Technology's major shareholder reduced its stake from 17.92% to 16.86% by selling approximately 2.98 million shares [8] - Zhaoyi Innovation plans to invest 500 million yuan in its subsidiaries to support the DRAM chip development project, ensuring no adverse impact on the project or shareholder interests [9]

Core Viewpoint - The company expects significant growth in net profit and revenue for the year 2025, indicating a positive outlook for its financial performance [1] Financial Projections - The company anticipates a net profit attributable to shareholders of approximately RMB 1.61 billion for 2025, representing an increase of about RMB 507.46 million, or a growth of approximately 46% compared to the previous year [1] - The expected net profit after deducting non-recurring gains and losses is projected to be around RMB 1.423 billion, which is an increase of approximately RMB 392.52 million, or a growth of about 38% year-on-year [1] - The company forecasts total operating revenue of approximately RMB 9.203 billion for 2025, reflecting an increase of around RMB 1.847 billion, or a growth of approximately 25% compared to the previous year [1]

Core Viewpoint - The company, Zhaoyi Innovation (603986.SH), anticipates a significant increase in net profit for the year 2025, projecting approximately 1.61 billion yuan, which represents a year-on-year growth of around 46% [1] Financial Performance - The net profit attributable to shareholders, excluding non-recurring gains and losses, is expected to be around 1.423 billion yuan, reflecting a year-on-year increase of approximately 38% [1] - The company is set to achieve steady growth in operating revenue for 2025, driven by multiple synergistic effects from technological transformation, industry pattern optimization, and effective implementation of corporate strategy [1] Industry Dynamics - The demand for AI computing power is significantly increasing, benefiting the company’s products in sectors such as PC, servers, and automotive electronics [1] - The storage industry is experiencing a steady upward cycle, with an optimized supply-demand structure leading to simultaneous increases in product prices and volumes [1] Strategic Focus - The company maintains a development goal centered on market share, continuously deepening its diversified product layout [1] - Growth in demand across multiple fields, combined with the company’s extensive product matrix, provides solid support for the steady rise in annual performance [1]

Major Announcements - Zhaoyi Innovation plans to use 500 million CNY of A-share fundraising to increase capital in its wholly-owned subsidiaries for the implementation of the DRAM project [1] - Haiguang Information's mid-2025 profit distribution plan includes a cash dividend of 0.09 CNY per share, totaling 209 million CNY [2] - *ST Biology has terminated the major asset restructuring plan to acquire 51% of Hunan Huize Biomedical Technology Co., Ltd. [3] - Fosun Pharma intends to spin off its subsidiary Fosun Antigen for independent listing on the Hong Kong Stock Exchange [4] - Jingchen Co. has set the inquiry transfer price at 82.85 CNY per share for the transfer of 13.1 million shares [5] Performance Forecasts - Zhaoyi Innovation expects a net profit of approximately 1.61 billion CNY for 2025, a year-on-year increase of about 46% [9] - Longying Precision anticipates a net profit decrease of 17.70% to 29.36% for 2025, estimating between 545 million CNY and 635 million CNY [9] - Ruichuang Micro-Nano forecasts a net profit of around 1.1 billion CNY for 2025, representing a 93% increase [10] - Nanjing Bank projects a net profit of 21.81 billion CNY for 2025, an 8.08% increase year-on-year [11] - Zhongyuan Co. expects a net profit increase of 80% to 105% for 2025, estimating between 139 million CNY and 158 million CNY [12] - Qiangyi Co. anticipates a net profit increase of 57.87% to 71.17% for 2025, estimating between 368 million CNY and 399 million CNY [13] - Liard expects a net profit of 300 million CNY to 380 million CNY for 2025, turning from a loss of 889 million CNY in the previous year [14] - Daheng Technology forecasts a net profit of approximately 106 million CNY for 2025, also turning from a loss [16] - Dongfeng Co. anticipates a net loss of 390 million CNY to 480 million CNY for 2025 [17] - Qing Song Co. expects a net profit increase of 137.73% to 201.74% for 2025, estimating between 130 million CNY and 165 million CNY [18] - SIRUI Co. forecasts a net profit of 165 million CNY to 184 million CNY for 2025, turning from a loss [19] - Shengmei Shanghai expects a revenue increase of 18.91% to 22.47% for 2025, estimating between 6.68 billion CNY and 6.88 billion CNY [20] - Yijun Co. anticipates a net loss of 11 million CNY to 14 million CNY for 2025 [21] - Saint Yuan Environmental Protection expects a net profit increase of 31.79% to 59.24% for 2025, estimating between 240 million CNY and 290 million CNY [22] - Lijun Co. forecasts a net profit decrease of 45.05% to 60.03% for 2025, estimating between 4.8 million CNY and 6.6 million CNY [23] - Xingqi Eye Medicine expects a net profit increase of 95.82% to 121.56% for 2025, estimating between 662 million CNY and 749 million CNY [25] - Beidou Star expects a net loss of 230 million CNY to 290 million CNY for 2025, reducing losses compared to the previous year [26] - Yiling Pharmaceutical anticipates a net profit of 1.2 billion CNY to 1.3 billion CNY for 2025, turning from a loss of 725 million CNY [27] - Zhijiang Bio forecasts a net loss of 32 million CNY to 47 million CNY for 2025, reducing losses compared to the previous year [28] - Yema Battery expects a net profit decrease of 58% to 70% for 2025, estimating between 45.83 million CNY and 64.17 million CNY [29] - Yunmei Energy anticipates a net loss of 410 million CNY to 470 million CNY for 2025 [30] - Yingfang Micro expects a net loss of 69 million CNY to 97 million CNY for 2025 [31] - Guanghua Technology forecasts a net profit of 85 million CNY to 120 million CNY for 2025, turning from a loss [33] Share Buybacks - Hengyi Petrochemical plans to repurchase shares worth 500 million CNY to 1 billion CNY [34] - Yunyi Electric plans to repurchase shares worth 100 million CNY to 150 million CNY [34] - Xidun Pharmaceutical plans to repurchase shares worth 25 million CNY to 50 million CNY [35]

Core Viewpoint - The company, Zhaoyi Innovation (603986.SH), plans to raise 500 million CNY through A-shares to increase capital in its wholly-owned subsidiary, Zhuhai Hengqin Chip Storage Co., Ltd. [1] Group 1: Capital Increase Details - The company will allocate 300 million CNY to its wholly-owned subsidiary, Hefei Chip Storage Co., Ltd., and 500 million CNY to Xi'an Chip Storage Co., Ltd. [1] - The funds will be used to implement a DRAM investment project [1]

Core Viewpoint - The company, Zhaoyi Innovation (603986.SH), anticipates a significant increase in net profit for the fiscal year 2025, projecting approximately 1.61 billion yuan, representing a year-on-year growth of around 46% [1] Group 1: Financial Performance - The expected net profit attributable to shareholders, excluding non-recurring gains and losses, is projected to be around 1.423 billion yuan, reflecting a year-on-year increase of approximately 38% [1] - The company is experiencing steady revenue growth in 2025, driven by technological advancements, industry optimization, and effective strategic implementation [1] Group 2: Industry and Market Dynamics - The acceleration of AI computing power construction has significantly boosted demand, with the company benefiting from its products in the PC, server, and automotive electronics sectors [1] - The storage industry is on a steady upward cycle, with an optimized supply-demand structure leading to simultaneous increases in product prices and volumes [1] Group 3: Strategic Focus - The company maintains a core development goal centered on market share, continuously deepening its diversified product layout [1] - The growth in demand across multiple fields, combined with the company's extensive product matrix, creates efficient synergies that support steady annual performance growth [1]

Market Overview - Major indices showed positive performance with ChiNext Index up by 1.01%, North Star 50 by 0.69%, Shenzhen Component Index by 0.50%, Sci-Tech 50 by 0.41%, and Shanghai Composite Index by 0.14% [1] - TMT sector led the gains with SW Communication Network Equipment and Devices increasing by 4.15%, SW Printed Circuit Board by 3.84%, and SW Horizontal General Software by 3.19% [1] - Conversely, TMT sector also saw declines with SW Integrated Circuit Packaging and Testing down by 3.65%, SW Semiconductor Equipment by 2.28%, and SW Semiconductor Materials by 2.09% [1] Domestic News - BlueTech Optical raised 1.055 billion for AR optical product industrialization, with 500 million allocated for advanced production and testing equipment [2] - Fudan University team successfully created large-scale integrated circuits within flexible polymer fibers, achieving high precision interconnections [2] - Passive component manufacturer Huaxin announced a price increase for resistors effective February 1, aligning with industry leader Yageo's plans [2] - Yuexin Semiconductor's fourth-phase project commenced, with a total investment of approximately 25.2 billion for a production line capable of 40,000 12-inch wafers per month [2] Overseas News - Kioxia's storage division reported that its 2026 production capacity is sold out, and it plans to enhance factory efficiency to meet demand [3] - Cadence partnered with Microsoft to develop a high-performance, low-power memory system for data centers, set for deployment in Microsoft's facilities [3] - The EU Commission proposed a draft revision of the Cybersecurity Law, aiming to phase out high-risk suppliers in 18 critical infrastructure sectors [3] - Display industry trends indicate that panel manufacturers are adjusting utilization rates to balance supply and demand, with expectations for price increases in 2026 [3] AI News - Adobe introduced new AI features in Acrobat for document review and content creation, enhancing workflow efficiency [4] - Baidu launched the Wenxin large model 5.0, featuring 2.4 trillion parameters and advanced multimodal capabilities [4] - Tencent Cloud released CodeBuddy 2.0, enhancing AI application development capabilities for enterprises [4] - Microsoft Research introduced the Rho-alpha AI model, capable of interpreting natural language commands for complex robotic tasks [4] Industry Tracking - China's commercial space sector is projected to complete 50 launches in 2025, accounting for 54% of total launches, with 311 commercial satellites entering orbit [5] - A high-throughput flexible brain-computer interface system was developed, achieving real-time Chinese language decoding [5] - A pilot production line for 6N-grade synthetic quartz sand was established in Liaoning with an investment of 3.36 million [5] - UBTECH Robotics signed a cooperation agreement with Airbus to supply robotic products for aerospace manufacturing [5] Earnings Forecasts - Yidao Information expects a net profit of 60 million to 78 million for 2025, a year-on-year increase of 76.04% to 128.85% [6] - Zhaoyi Innovation anticipates a net profit of 1.61 billion for 2025, up 46% year-on-year [6] - Ruichuang Micro expects a net profit of 1.1 billion for 2025, reflecting a 93% increase [6] - Founder Technology forecasts a net profit of 430 million to 510 million for 2025, a growth of 67.06% to 98.14% [6] High-Frequency Data Updates - As of January 22, 2023, international DRAM spot prices showed varied trends, with DDR5 16G averaging $36.667, unchanged from the previous day [7] - Semiconductor material prices were updated, with 4N zinc oxide powder priced at 1,495 yuan per kilogram, reflecting a daily increase of 10 yuan [7]

Core Viewpoint - The company, Zhaoyi Innovation (603986.SH), has approved a capital increase plan to fund its DRAM investment project through its subsidiaries [1] Group 1: Company Actions - The company will use 50 million yuan of raised A-share funds to increase capital in its wholly-owned subsidiary, Zhuhai Hengqin Chip Storage Semiconductor Co., Ltd. [1] - Zhuhai Hengqin will then allocate 30 million yuan to its wholly-owned subsidiary, Hefei Chip Storage Semiconductor Co., Ltd., and 50 million yuan to another wholly-owned subsidiary, Xi'an Chip Storage Semiconductor Co., Ltd., for the implementation of the DRAM investment project [1]