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]

Core Viewpoint - The company expects to achieve a net profit attributable to shareholders of approximately 1.61 billion yuan in 2025, representing a year-on-year growth of about 46% [1] - The company anticipates a net profit of around 1.423 billion yuan after deducting non-recurring gains and losses, reflecting a year-on-year increase of approximately 38% [1] - The projected operating revenue for 2025 is around 9.203 billion yuan, indicating a year-on-year increase of about 25% [1] Company Performance - The company is expected to achieve steady revenue growth in 2025, driven by technological advancements, industry optimization, and effective implementation of corporate strategies [1] - The acceleration of AI computing power construction is significantly boosting demand, with the company benefiting from products in the PC, server, and automotive electronics sectors [1] - The storage industry is experiencing a steady upward cycle, with improved supply-demand dynamics 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 multiple fields and the company's extensive product matrix are creating efficient synergies, providing solid support for the steady rise in annual performance [1]

证券代码：603986 证券简称：兆易创新 公告编号：2026-008 一、募集资金基本情况 经中国证券监督管理委员会《关于核准北京兆易创新科技股份有限公司非公开 发行股票的批复》（证监许可[2020]711 号核准），公司由主承销商中国国际金融股 份有限公司采用非公开发行股票方式，发行人民币普通股（A 股）21,219,077 股，发 行价格为人民币 203.78 元/股，本次发行募集资金总额为人民币 432,402.35 万元，扣 除承销费用（不含增值税）人民币 3,958.49 万元后，公司此次实际募集资金净额为 人民币 428,443.86 万元。上述募集资金已由保荐机构（主承销商）中国国际金融股 份有限公司（以下简称"保荐机构"）于 2020 年 5 月 26 日分别汇入公司在江苏银 行股份有限公司北京中关村西区支行开设的 32310188000045744 账户及在招商银行 北京分行清华园支行开设的 110902562710703 账户中。上述资金到位情况已经中兴 华会计师事务所（特殊普通合伙）验证，并由其出具"中兴华验字[2020]第 010036 1 兆易创新科技集团股份有限公司 关于使用 A ...

中国领先的半导体存储与MCU芯片设计厂商兆易创新发布业绩预告显示，得益于存储行业周期的稳步 上行以及AI算力建设带来的强劲需求，公司2025年全年盈利预计将实现大幅反弹。公司预计年度净利 润将突破16亿元人民币，确立了显著的复苏态势。 根据公司1月23日披露的公告，兆易创新预计2025年归属于上市公司股东的净利润为16.1亿元左右，与 上年同期的11.03亿元相比，增加了约5.07亿元，同比增长约46%。 与此同时，在反映主营业务盈利能力的扣除非经常性损益后的净利润方面，公司预计将达到14.23亿元 左右，较上年同期的10.3亿元增加约3.93亿元，同比增长约38%。营收方面，公司预计全年录得92.03亿 元，较上年增加约18.47亿元，同比增幅约为25%。这一连串数据表明，公司已有效摆脱了此前的低谷 期，并在营收规模和利润水平上实现了双重突破。 投资收益增厚业绩 除了主营业务的内生增长外，非经常性损益也对兆易创新2025年的整体业绩构成了正向贡献。公告显 示，2025年非经常性损益增幅较大，这主要归因于公司持有的证券投资在期末录得公允价值上升。 公司确认了相应的公允价值变动收益，这在一定程度上增厚了归属于上 ...

中国领先的半导体存储与MCU芯片设计厂商兆易创新发布业绩预告显示，得益于存储行业周期的稳步 上行以及AI算力建设带来的强劲需求，公司2025年全年盈利预计将实现大幅反弹。公司预计年度净利 润将突破16亿元人民币，确立了显著的复苏态势。 公司确认了相应的公允价值变动收益，这在一定程度上增厚了归属于上市公司股东的净利润。不过，即 便剔除这部分投资收益的影响，公司扣非后的净利润增速依然接近四成，显示出其业绩增长的质量主要 仍由核心业务驱动。 兆易创新在公告中强调，本次业绩预告是基于公司财务部门专业判断进行的初步核算，数据尚未经年审 会计师审计。尽管公司目前未发现影响预告准确性的重大不确定因素，但具体准确的财务数据仍需以公 司后续正式披露的经审计的2025年年报为准。 公司在公告中明确指出，主营业务的强劲表现源于技术变革与行业格局优化的双重驱动。在技术层面， 全球范围内AI算力基础设施建设的加速，直接拉动了高性能存储与控制芯片的需求。兆易创新面向 PC、服务器以及汽车电子领域的产品线因此深度受益，出货量显著提升。 在行业层面，存储芯片市场在经历了漫长的去库存周期后，供需关系已得到根本性改善，行业周期稳步 上行，推动了 ...

Buybacks - Hengyi Petrochemical plans to repurchase shares worth between 500 million to 1 billion yuan [1] - Yunyi Electric plans to repurchase shares worth between 100 million to 150 million yuan [1] External Investments and Daily Operations - Chongda Technology's subsidiary, Punowei, plans to invest 1 billion yuan in the construction of an end-side functional IC packaging substrate project [2] - Qiangrui Technology's Dongguan Aluminum Bao primarily supplies liquid cooling heat dissipation module precision structural parts to clients N and G, holding a significant market share [2] - Hongchang Electronics has commenced trial production of its 80,000 tons per year electronic-grade functional epoxy resin project [2] Performance Changes - Zhaoyi Innovation expects a net profit of approximately 1.61 billion yuan in 2025, representing a year-on-year growth of about 46% [3] - Shengmei Shanghai anticipates revenue between 6.68 billion to 6.88 billion yuan in 2025, a year-on-year increase of 18.91% to 22.47%, with 2026 revenue projected between 8.2 billion to 8.8 billion yuan [3] - Runtu Co. expects a net profit of 600 million to 700 million yuan in 2025, a year-on-year increase of 181.05% to 227.89%, with an estimated impact of approximately 330 million yuan on pre-tax profit from fair value assessments of investments [3] - Ruichuang Micro-Nano anticipates a net profit of around 1.1 billion yuan in 2025, reflecting a year-on-year growth of about 93% [3] - Qiangyi Co. expects a net profit between 368 million to 399 million yuan in 2025, a year-on-year increase of 57.87% to 71.17%, driven by the growth of 2D MEMS probe cards [3] - Xingqi Eye Medicine projects a net profit between 662 million to 749 million yuan in 2025, a year-on-year growth of 95.82% to 121.56% [4] - Founder Technology expects a net profit between 430 million to 510 million yuan in 2025, a year-on-year increase of 67.06% to 98.14%, focusing on high-value business orders in AI servers, high-speed optical modules, and high-end switches [4]

中国国际金融股份有限公司 关于兆易创新科技集团股份有限公司 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 募投项目的核查意见 三、本次使用 A 股部分募集资金向全资子公司及全资孙公司增资的情况 （一）本次增资对象的基本情况 1 二、募集资金投资项目情况 本次募集资金扣除发行费用后原计划用于"DRAM 芯片研发及产业化项目"和补 充流动资金。经公司于 2024 年 11 月 26 日召开的 2024 年第四次临时股东会审议通过， 公司调整前述"DRAM 芯片研发及产业化项目"的用途及规模，并新增募投项目"汽车 电子芯片研发及产业化项目"和补充流动资金。调整后的募集资金投资项目如下： | 序号 | 项目名称 | 调整后募集资金承诺投资总额（万元） | | --- | --- | --- | | 1 | DRAM 芯片研发及产业化项目 | 282,413.75 | | 2 | 汽车电子芯片研发及产业化项目 | 70,644.12 | | 3 | 补充流动资金 1 | 96,041.51 | | 4 | 补充流动资金 2 | 20,539.92 | | | 合计 | 469,639.30 | ...

中国国际金融股份有限公司 经中国证券监督管理委员会《关于核准北京兆易创新科技股份有限公司非公开发行 股票的批复》（证监许可[2020]711号核准），公司由主承销商中国国际金融股份有限公司 采用非公开发行股票方式，发行人民币普通股（A股）21,219,077股，发行价格为人民币 203.78元/股，本次发行募集资金总额为人民币432,402.35万元，扣除承销费用（不含增 值税）人民币3,958.49万元后，公司此次实际募集资金净额为人民币428,443.86万元。上 述募集资金已由保荐机构（主承销商）中国国际金融股份有限公司（以下简称"保荐机 构"）于2020年5月26日分别汇入公司在江苏银行股份有限公司北京中关村西区支行开设 的32310188000045744账户及在招商银行北京分行清华园支行开设的110902562710703 账户中。上述资金到位情况已经中兴华会计师事务所（特殊普通合伙）验证，并由其出 具"中兴华验字[2020]第010036号"验资报告。 关于兆易创新科技集团股份有限公司 使用自有资金、外汇等方式支付募投项目部分款项并以 A 股募 集资金等额置换的核查意见 中国国际金融股份有限公司 ...

一、拟聘会计师事务所事项的情况说明 鉴于公司已于 2026 年 1 月 13 日于香港联合交易所有限公司主板上市，根据 相关规定，公司须聘任境外会计师事务所按照相关审计准则的要求提供审计及相 关专业服务，本次拟聘任毕马威香港为公司 2025 年度境外审计机构。 公司 2025 年度境内审计机构为毕马威华振会计师事务所（特殊普通合伙）， 该事项已于 2025 年 11 月 20 日召开的公司 2025 年第二次临时股东会审议通过。 证券代码：603986 证券简称：兆易创新 公告编号：2026-007 兆易创新科技集团股份有限公司 关于聘任境外会计师事务所的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 拟聘任的会计师事务所名称：毕马威会计师事务所（以下简称"毕马威 香港"） 2026 年 1 月 22 日，兆易创新科技集团股份有限公司（以下简称"公司"） 召开了第五届董事会第八次会议，审议通过了《关于聘任境外会计师事务所的议 案》，公司拟聘任毕马威香港为公司 2025 年度境外审计机构，该事项尚需提交 公 ...