Group 1 - The core point of the news is that兆易创新 (GigaDevice) has seen a significant stock price increase, reaching a new high of 304.8 HKD, driven by the ongoing shortage of memory chips and increased demand from AI infrastructure [1] - GigaDevice's stock rose over 5% and was trading at 301.4 HKD with a transaction volume of 95.1 million HKD at the time of reporting [1] - Micron Technology's executives indicated that the memory chip shortage has worsened over the past quarter and will continue due to the surge in demand for high-end semiconductors driven by AI [1] Group 2 - TrendForce noted that the current price increase is not driven by short-term sentiment but by limited advanced process capacity and the rigid growth in AI server demand, indicating a stronger sustainability compared to previous cycles [2] - The fundamental driver of demand comes from AI data centers, with a forecast that capital expenditures from the top eight global cloud providers will increase by approximately 65% year-on-year by 2025 [2] - Both IDC and Gartner highlighted in their annual reports that AI servers have become the fastest-growing segment in IT investment for data centers, with storage systems being a key beneficiary [2]

Group 1 - The core viewpoint of the article highlights the significant rise in stock price of兆易创新 (GigaDevice), which increased over 5% and reached a new high of 304.8 HKD, driven by the ongoing memory chip shortage and strong demand from AI infrastructure [1] - Micron Technology's executives indicated that the memory chip shortage has worsened over the past quarter and will continue into the following year due to surging demand for high-end semiconductors driven by AI [1] - To address the supply shortage, Micron Technology announced an acquisition of a wafer fabrication facility from Powerchip for a total of 1.8 billion USD to expand its storage chip capacity [1] Group 2 - TrendForce reported that the current price increase is not merely driven by short-term sentiment but is a result of limited advanced process capacity and rigid growth in AI server demand, indicating a more sustained trend compared to previous cycles [1] - The fundamental driver of demand is the AI data center, with TrendForce predicting a 65% year-on-year increase in capital expenditure from the top eight global cloud providers by 2025 [1] - Both IDC and Gartner noted in their annual reports that AI servers have become the fastest-growing segment in data center IT investments, with storage systems being a key beneficiary [1]

Core Viewpoint - The stock of Zhaoyi Innovation (03986) has risen over 5%, reaching a new high of 304.8 HKD, driven by increasing demand for memory chips due to AI infrastructure development and ongoing supply shortages [1] Group 1: Company Developments - Micron Technology's executives indicated that the shortage of memory chips has worsened over the past quarter and will continue into the following year due to surging demand from AI infrastructure [1] - To address the supply shortage, Micron Technology announced an acquisition of a wafer fabrication facility from Powerchip for a total price of 1.8 billion USD to expand its storage chip capacity [1] Group 2: Industry Trends - TrendForce noted that the current price increases are not driven by short-term sentiment but are a result of limited advanced process capacity and rigid growth in AI server demand, indicating a more sustained trend than previous cycles [1] - The fundamental driver of demand comes from AI data centers, with TrendForce predicting a 65% year-on-year increase in capital expenditures from the top eight global cloud providers by 2025 [1] - Reports from IDC and Gartner highlight that AI servers are the fastest-growing segment in data center IT investments, with storage systems being a key beneficiary [1]

Group 1 - The top ten stocks with net financing purchases on January 16 include China Ping An (1.33 billion), TBEA (1.12 billion), and Kweichow Moutai (1.03 billion) [1] - Other notable stocks in the top ten include Baiwei Storage (655 million), Shannon Microelectronics (604 million), and Xinquan Co. (593 million) [1] - Additional stocks in the list are Zhongwei Company (566 million), Zhaoyi Innovation (490 million), Tongfu Microelectronics (483 million), and Changdian Technology (461 million) [1]

Group 1 - The stock of Zhaoyi Innovation (03986.HK) experienced a significant increase, rising over 7% in early trading, reaching a new high of 295 HKD [1] - As of the latest update, the stock is up 5.07%, trading at 285.8 HKD, with a trading volume of 360 million HKD [1]

Group 1 - SMIC (688981) is the largest and most advanced wafer foundry in mainland China, mastering 14nm FinFET technology and maintaining the highest capacity in 28nm mature process domestically, providing foundry services for storage chips [1][40] - The company has received multiple rounds of funding from the National Integrated Circuit Industry Investment Fund, playing a key role in breaking overseas dependence in the domestic storage chip manufacturing sector [1][41] - SMIC also participates in setting multiple industry standards in the domestic semiconductor manufacturing field, consolidating its core voice in the industry chain [1][41] Group 2 - North Huachuang (002371) is a leading semiconductor equipment company in Beijing, providing a full range of equipment for storage chip manufacturing, including etching machines and cleaning machines [2][40] - The company has successfully entered the supply chains of domestic storage manufacturers like Yangtze Memory Technologies and Changxin Memory Technologies, breaking the monopoly of foreign manufacturers [2][41] - With the accelerated expansion of domestic storage chip capacity, North Huachuang's equipment orders continue to grow, and it is establishing new production bases in Tianjin and Yixing [2][41] Group 3 - Hua Hong Semiconductor (688347) focuses on specialty process wafer foundry and is a key player in the domestic storage chip sector, specializing in mature processes like 90nm and 55nm [3][40] - The company provides stable foundry services for domestic storage chip design companies and is expanding its specialty process production lines with support from the National Integrated Circuit Industry Investment Fund [3][41] - Hua Hong has also achieved IATF16949 certification for automotive-grade storage chip processes, enhancing its capabilities in the automotive sector [3][41] Group 4 - Zhongwei (688012) is a global leader in semiconductor etching equipment, with its 5nm etching equipment already in commercial application [4][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants like TSMC and Micron [4][41] - Zhongwei's R&D team comprises over 70% of its workforce, and it holds more than a thousand patents, continuously increasing its market share in the etching equipment sector [4][41] Group 5 - Zhaoyi Innovation (603986) is a leading domestic NOR Flash company, ranking among the top three globally, and is one of the few domestic companies involved in DRAM chip design [5][40] - The company has achieved mass production of 19nm DRAM chips, filling a technology gap in the domestic market, and has established deep cooperation with Changxin Memory Technologies [5][41] - Zhaoyi Innovation has received support from the National Integrated Circuit Industry Investment Fund, focusing its R&D investments on high-end storage chips [5][41] Group 6 - Shengyi Technology (600183) is a leading domestic copper-clad laminate manufacturer, playing a crucial role in the localization of basic materials for the storage chip industry [6][40] - The company has entered the supply chains of major domestic storage packaging companies and provides raw materials to international giants like Samsung and SK Hynix [6][41] - Shengyi is expanding its production capacity in Shaanxi and Jiangsu, with its performance steadily growing alongside the increasing demand for domestic storage chips [6][41] Group 7 - Lanke Technology (688008) is a global leader in memory interface chips, with a market share exceeding 40% for DDR4/DDR5 memory interface chips [7][40] - The company has developed solutions for DDR5 memory interfaces in collaboration with Changxin Memory Technologies, promoting the commercialization of domestic storage modules [7][41] - Lanke's R&D investments focus on cutting-edge fields, extending its product layout into storage control chips [7][41] Group 8 - Shennan Circuits (002916) is a leading domestic printed circuit board manufacturer, focusing on high-end PCB and packaging substrate manufacturing [8][40] - The company has developed storage packaging substrates that meet high reliability and density requirements, entering the supply chains of major domestic storage manufacturers [8][41] - Shennan is also expanding its high-end packaging substrate production lines in Wuxi to further meet the needs of the storage industry [8][41] Group 9 - Jiangbolong (301308) is a leading domestic storage module company, focusing on promoting the application of domestic storage chips in various fields [9][40] - The company has established deep cooperation with domestic storage chip manufacturers and has launched products equipped with domestic storage chips [9][41] - Jiangbolong has acquired the global storage brand Lexar to leverage its overseas channels, increasing its international market presence [9][41] Group 10 - Xian Yicai-U (688783) is a key player in the domestic silicon wafer sector, focusing on the production of 12-inch polished wafers and epitaxial wafers [10][40] - The company has achieved mass production of 12-inch wafers, breaking the monopoly of foreign manufacturers [10][41] - Xian Yicai has received multiple rounds of investment from the National Integrated Circuit Industry Investment Fund, continuously releasing production capacity [10][41] Group 11 - Tuo Jing Technology (688072) is a leading domestic thin film deposition equipment manufacturer, with a market share exceeding 60% for PECVD equipment in domestic storage chip manufacturing [11][40] - The company has entered the supply chains of major domestic storage manufacturers and has also supplied equipment to overseas storage companies [11][41] - Tuo Jing's R&D investment exceeds 30%, continuously launching new equipment suitable for advanced 3D NAND processes [11][41] Group 12 - Shengmei Shanghai (688082) is a leading domestic semiconductor cleaning equipment manufacturer, developing advanced cleaning technologies for storage chip manufacturing [12][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants [12][41] - Shengmei is building a new production base in Shanghai to further meet the equipment needs of storage chip manufacturers [12][41] Group 13 - Huarun Micro (688396) is a leading domestic power semiconductor company, providing packaging and testing services for storage chips [13][40] - The company has expanded its production lines for power semiconductors and storage packaging in Chongqing, enhancing its capabilities in the storage sector [13][41] - Huarun Micro's industrial-grade storage chips have achieved AEC-Q100 certification, enabling them to enter the automotive electronics market [13][41] Group 14 - Changchuan Technology (300604) is a leading domestic semiconductor testing equipment manufacturer, focusing on testing equipment for storage chips [14][40] - The company has entered the supply chains of major domestic storage manufacturers and has received investment from the National Integrated Circuit Industry Investment Fund [14][41] - Changchuan has acquired Singapore's STI company to enhance its competitiveness in the storage testing field [14][41] Group 15 - Changdian Technology (600584) is a global leader in semiconductor packaging and testing, providing high-end packaging services for domestic storage chip design companies [15][40] - The company has established R&D centers in Singapore and South Korea, taking on packaging orders from international giants [15][41] - Changdian has received support from the National Integrated Circuit Industry Investment Fund, continuously expanding its advanced packaging capacity [15][41]

Group 1: IPO Market Overview - In the past week (January 12-18, 2026), a total of 29 companies submitted IPO applications in the Hong Kong market, including Qian Dama, Yuanji Food, and others [5][6] - Three companies passed the hearing at the Hong Kong Stock Exchange: Guoen Co., Dongpeng Beverage, and Muyuan Foods, all of which are already listed on A-shares [5][10] - Only one company, Longqi Technology, initiated its IPO process, with a global offering of 52.2591 million shares at a maximum price of HKD 31 per share [5][13] Group 2: Companies Going Public - Four companies officially listed on the Hong Kong Stock Exchange: Haowei Group, BBSB International, Zhaoyi Innovation, and Hongxing Cold Chain [5][14] - Yuanji Food is the largest Chinese and global Chinese fast-food enterprise, with a revenue of RMB 1.982 billion, up 11.0% year-on-year, and a net profit of RMB 142 million, up 18.8% [8][9] - Estun, a leading industrial robot company, reported a revenue of RMB 3.804 billion, up 12.9% year-on-year, and a net profit of RMB 25.372 million, recovering from a loss in the previous year [10][11] Group 3: Company Highlights - Guoen Co. focuses on chemical new materials and reported a revenue of RMB 17.444 billion, up 10.0% year-on-year, with a net profit of RMB 713 million, up 40.2% [11] - Muyuan Foods, a leader in the pork industry, achieved a revenue of RMB 111.79 billion, up 15.5% year-on-year, and a net profit of RMB 15.112 billion, up 34.4% [12] - Longqi Technology is a global leader in smart products and services, with its IPO set to launch on January 14, 2026, and expected to list on January 22, 2026 [13][14]

Group 1: Market Activity - A total of 26 companies submitted applications to the Hong Kong Stock Exchange last week, marking a recent high in submissions [2] - Among the 26 companies, 3 passed the hearing, and 1 company is currently in the process of an IPO [10][12] Group 2: Industry Highlights - The semiconductor and computing sectors are particularly active, with companies like Weizhao Semiconductor and Placo Electronics submitting applications [2] - Weizhao Semiconductor reported a revenue of 615 million yuan and a profit of 40.25 million yuan for the first nine months of 2025 [2] - Placo Electronics achieved a revenue of 751 million yuan and a profit of 76.11 million yuan for the same period [2] Group 3: Robotics Sector - Several robotics companies, including Yifei Intelligent and Estun, are also pursuing listings [3] - Estun is ranked first in the industrial robotics sector by revenue, with a market share of 1.7% globally [3] - TuoStar is recognized as a leader in the domestic industrial robotics market, with a revenue of 1.688 billion yuan and a net profit of 47 million yuan for the first nine months of 2025 [3] Group 4: Biopharmaceutical Sector - Multiple biopharmaceutical companies are applying for listings, including Zeling Bio and Exegenesis Bio Inc. [4][5] - Zeling Bio reported a loss of 1.19 million yuan for the first nine months of 2025, while Exegenesis Bio has not yet received regulatory approval for its products [5][6] - Shanghai Shengsheng achieved a revenue of 538 million yuan and a net profit of 11.3 million yuan for the same period [4] Group 5: Food and Beverage Sector - The food and beverage sector is seeing significant activity, with companies like Yuanji Food and Qian Dama submitting applications [7] - Yuanji Food reported an adjusted net profit of 192 million yuan for the first nine months of 2025, a 31% increase year-on-year [7] - Qian Dama achieved a GMV of 14.8 billion yuan in 2024, maintaining its position as the top player in the community fresh product retail chain industry [7] Group 6: New Listings - Four new stocks were listed last week, with all experiencing price increases on their first trading day [13] - The stock of Howie Group, a global leader in CMOS image sensors, rose by 16.22% on its debut [13] - Zhaoyi Innovation, a storage chip leader, saw its stock price increase by 38.27% on its first day of trading [13]

（原标题：123只股收盘价创历史新高） 沪指今日上涨0.29%，123股收盘价创历史新高。 今日可交易A股中，股价上涨的有3527只，占比64.59%，下跌的有1827只，占比33.46%，其中，涨停的有104只，跌停的有31只。 证券时报•数据宝统计显示，不含近一年上市的次新股，今日共有123股收盘价创历史新高，按所属板块看，主板有60只，创业板有30只，科创板 有28只。从行业属性来看，机械设备、电子、电力设备行业创新高的个股较为集中，分别有24只、24只、15只个股出现在名单中。 从股价表现看，收盘价创历史新高股中，今日股价平均上涨5.41%，涨停的有亿能电力、中国西电、万泽股份等，涨幅居前的有埃科光电、灿能 电力、超捷股份等。股价方面，创新高股平均股价70.83元，其中，股价超百元的有25只，50元~100元的有35只，收盘股价最高的是中微公司，今 日收盘价为379.00元，上涨0.49%，其次是兆易创新、金海通，收盘价分别为288.45元、244.06元。 资金流向上，今日创新高股主力资金合计净流入72.44亿元，其中，主力资金净流入的有76只，净流入资金居前的有特变电工、中国西电、中金黄 金等，净 ...

证券代码：603986 证券简称：兆易创新 公告编号：2026-004 兆易创新科技集团股份有限公司 关于完成工商变更登记的公告 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。 兆易创新科技集团股份有限公司（以下简称"公司"）于 2025 年 1 月 21 日、 8 月 7 日，完成 2020、2021 年股权激励计划中共计 94,129 股限制性股票回购注 销工作；公司于 2025 年 9 月 3 日、9 月 29 日，完成 2023 年股票期权激励计划 第二个行权期、2020 年股票期权与限制性股票激励计划第四个行权期的股份登 记工作，共计新增股份 3,247,996 股。公司总股本由 664,124,105 股变更为 667,277,972 股；公司注册资本由人民币 664,124,105 元变更为人民币 667,277,972 元。该注册资本变更事项已于 2025 年 10 月 28 日召开的第五届董事会第六次会 议、2025 年 12 月 16 日召开的 2025 年第二次临时股东会审议通过。 目前公司已完成了上述事 ...