Core Viewpoint - The article discusses the competitive analysis of the capacitive touch chip industry in China, highlighting market demand, driving forces, development trends, domestic market share, and key players' business layouts in the touch IC sector [1][2]. Group 1: Capacitive Touch Chip Concept - Capacitive touch technology is based on capacitive sensing principles to detect the proximity or contact of conductive objects, converting changes in electric fields into digital signals for human-computer interaction. The main application markets include smartphones, tablets, laptops, smart wearables, smart home devices, and industrial control HMI products [1]. Group 2: Market Trends - The penetration rate of capacitive touch solutions in industrial control HMI products is stable at 35%, while in smart home applications, it has reached 60% due to increasing performance demands and smart home functionalities. Capacitive touch solutions have largely replaced resistive touch solutions in other application scenarios. TrendBank forecasts that by 2030, the market size for capacitive touch chips in China will reach 7.513 billion yuan, with a compound annual growth rate (CAGR) of 3.2% from 2020 to 2030. The largest application markets are smartphones and smart wearables, while the fastest-growing markets are smart home and automotive electronics, with CAGRs of 16.92% and 15.18%, respectively [2][4]. Group 3: Competitive Landscape - The capacitive touch chip market is primarily dominated by established players, with major manufacturers diversifying their product offerings as industry growth has slowed. Key domestic companies include Goodix Technology, GigaDevice (Silicon Motion), Jichuang North, Betley, and Hailuochuang, among others. Major international clients include Sony, Samsung, Apple, and Bosch, with a significant presence in China. According to TrendBank, Goodix Technology leads the market with a shipment share of 16%, primarily in the smartphone sector, followed by Hailuochuang with 15% in smart wearables, and Betley focusing on smart home products, especially smart door locks [4][6].

Core Viewpoint - The report details the verification of the stock option incentive plan for兆易创新科技集团股份有限公司, confirming the exercise of stock options by 39 eligible participants, resulting in a total payment of RMB 77,021,586.40 without changes to the company's registered capital or share structure [1][4]. Group 1: Company Overview - 兆易创新科技集团股份有限公司 was established on April 6, 2005, and is registered in Beijing, focusing on the research, technical support, and sales of memory, microcontrollers, and sensors [3]. - The company's registered capital and share capital are both RMB 664,059,190.00 [2][4]. Group 2: Stock Option Incentive Plan - The stock option incentive plan was approved during the board and supervisory meetings on April 24, 2025, allowing 39 participants to exercise a total of 1,301,480 stock options at a price of RMB 59.18 per share [2][3]. - The average repurchase price of the stock options was RMB 85.55 per share, leading to a total repurchase cost of RMB 111,339,607.33 [3][4]. Group 3: Financial Transactions - The total amount received from the exercise of stock options was RMB 77,021,586.40, which was deposited into the company's bank account by the exercise deadline [4][5]. - The difference between the total amount received from the stock option exercise and the repurchase cost was RMB 34,318,020.93, which will adjust the capital reserve [3][4].

证券代码：603986 证券简称：兆易创新 公告编号：2025-030 兆易创新科技集团股份有限公司 关于2024年股票期权激励计划第一个行权期行权结果 暨股份过户登记的公告 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。 重要内容提示： ? 本次行权股票数量：130.148 万股 ? 本次行权登记时间：2025 年 6 月 4 日 兆易创新科技集团股份有限公司（以下简称"公司""兆易创新"）于 2025 年 4 月 24 日召开第五届董事会第二次会议，审议通过了《关于 2024 年股票期权 激励计划第一个行权期行权条件成就的议案》，现将相关事项公告如下： 一、本次股票期权行权的决策程序及相关信息披露 兆易创新科技集团股份有限公司 2024 年股票期权激励计划（草案）>及其摘要的 议案》《关于 <兆易创新科技集团股份有限公司 ensp="ensp" 年股票期权激励计划实施考="年股票期权激励计划实施考"> 核管理办法>的议案》《关于提请股东大会授权董事会办理 2024 年股票期权激励 计划相关事宜的议案》。公司第四届监事会第十 ...

Core Viewpoint - The company has adjusted its total cash dividend for the 2024 fiscal year from 225,132,594.60 yuan (including tax) to 225,575,097.80 yuan (including tax) due to the completion of the first exercise period of the stock option incentive plan, which increased the number of shares participating in the profit distribution [1][3]. Summary of Relevant Sections Cash Dividend Adjustment - The total cash dividend amount has been revised to 225,575,097.80 yuan (including tax) [1]. - The adjustment was necessitated by the exercise of 1,301,480 shares from the stock option plan, reducing the shares in the company's repurchase account from 1,904,500 to 603,020 [1][3]. - The actual shares participating in profit distribution increased from 662,154,690 to 663,456,170 [1][3]. Profit Distribution Plan - The profit distribution plan approved on April 24, 2025, proposes a cash dividend of 3.40 yuan (including tax) per 10 shares [1][3]. - The total number of shares as of the announcement date is 664,059,190, with 1,904,500 shares excluded from the repurchase account [1][3]. - The adjusted total cash dividend represents 20.46% of the company's net profit attributable to shareholders for the 2024 fiscal year [3][4]. Share Repurchase and Dividend Impact - The total amount for cash dividends and share repurchases is 484,677,134.60 yuan, accounting for 43.96% of the company's net profit for 2024 [2][4]. - The amount for share repurchases through the open market is 259,544,540.00 yuan (excluding transaction fees) [2][4]. - The company will not conduct capital reserve transfers or issue bonus shares [2][4].

证券代码：603986 证券简称：兆易创新 公告编号：2025-030 兆易创新科技集团股份有限公司 关于2024年股票期权激励计划第一个行权期行权结果 暨股份过户登记的公告 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。 重要内容提示： 兆易创新科技集团股份有限公司（以下简称"公司""兆易创新"）于 2025 年 4 月 24 日召开第五届董事会第二次会议，审议通过了《关于 2024 年股票期权 激励计划第一个行权期行权条件成就的议案》，现将相关事项公告如下： 一、本次股票期权行权的决策程序及相关信息披露 1. 2024 年 4 月 18 日，公司第四届董事会第十八次会议审议通过了《关于< 兆易创新科技集团股份有限公司 2024 年股票期权激励计划（草案）>及其摘要的 议案》《关于<兆易创新科技集团股份有限公司 2024 年股票期权激励计划实施考 核管理办法>的议案》《关于提请股东大会授权董事会办理 2024 年股票期权激励 计划相关事宜的议案》。公司第四届监事会第十五次会议审议通过相关议案。公 司已对激励对象名单在公司内部 ...

兆易创新科技集团股份有限公司 验资报告书 中兴华会计师事务所(特殊普通合伙) ZHONGXINGHUA CERTIFIED PUBLIC ACCOUNTANTS LLP 地址：北京市丰台区丽泽路 20 号丽泽 SOHO Ｂ座 20 层 邮编：100073 电话：(010) 51423818 传真：(010) 51423816 目 录 一、 验资报告 二、 验资报告附件 1、 激励对象股票期权出资情况明细表 2、 注册资本及股本变更前后对照表 3、 验资事项说明 4、 中兴华会计师事务所（特殊普通合伙）营业执照复印件 5、 中兴华会计师事务所（特殊普通合伙）执业证书复印件 6、 注册会计师执业证书复印件 中 兴 华 会 计 师 事 务 所 （ 特 殊 普 通 合 伙 ） Z H O N G X I N G H U A C E R T I F I E D P U B L I C A C C O U N T A N T S L L P 地 址 （ l o c a t i o n ）： 北 京 市 丰 台 区 丽 泽 路 2 0 号 丽 泽 S O H O B 座 2 0 层 20/F,Tower B,Lize SO ...

关于调整2024年度利润分配现金分红总额的公告 证券代码：603986 证券简称：兆易创新 公告编号：2025-031 兆易创新科技集团股份有限公司 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： 现金分红总额：兆易创新科技集团股份有限公司（以下简称"公司"） 2024年年度利润分配拟维持每股派发现金红利0.34元（含税）不变，现金分红总 额由225,132,594.60元（含税）调整为225,575,097.80元（含税）。 本次调整原因：自公司2024年度利润分配预案披露之日起至本公告披露 日期间，公司完成2024年股票期权激励计划第一个行权期共计130.148万股股票 的行权，行权股票来源于公司回购专用证券账户回购的股票。上述事项导致公 司回购专用证券账户的股份由1,904,500减少至603,020股，本次实际参与利润分 配的股份由662,154,690股增加至663,456,170股。公司拟维持每股分配比例不变， 相应调整分配总额。 一、调整前利润分配方案 公司于2025年4月24日召开第五届董事会第 ...

Core Viewpoint - The MCU market is experiencing intense competition and price wars, leading to a significant decline in prices and profit margins for domestic manufacturers, with a shift from "import MCU to domestic replacement" to "domestic replacement of domestic" becoming prevalent [3][4][5]. Group 1: Changes in MCU Market - The MCU market has seen a drastic price drop, with 8-bit MCUs now available for just a few cents, and 32-bit MCUs also entering aggressive price competition [3][4]. - Domestic manufacturers initially adopted a "price for volume" strategy, but now end customers are pushing prices down further due to their own cost-cutting pressures [4][5]. - The market is characterized by oversupply, with many companies competing fiercely, leading to a situation where even minimal profits are considered a relief [4][11]. Group 2: Market Demand and Recovery - Despite a slight decrease in inventory levels, the overall demand for MCUs has not shown significant signs of recovery, with many companies still facing declining revenues [14][15]. - The first quarter of 2025 saw many domestic MCU companies report negative growth, indicating that the market is still far from a full recovery [11][13]. - Analysts suggest that the recovery of the MCU market may be delayed until the second half of the year, depending on broader economic conditions [15][16]. Group 3: Competitive Landscape - The competition is not only based on price but also on service and payment terms, with companies extending payment periods to attract customers [8][11]. - New entrants in the MCU market are rapidly increasing competition, with some companies achieving significant technological advancements and cost reductions [5][10]. - Major domestic players like Zhaoyi Innovation are launching new products aimed at redefining the entry-level MCU market, emphasizing high cost-performance ratios [10][11]. Group 4: Financial Performance of Companies - A report indicated that 18 out of 19 domestic MCU companies experienced revenue growth, but many still faced net losses, highlighting a divide in performance within the industry [11][12]. - Companies like Guoxin Technology and Unisoc reported significant revenue declines, with some experiencing over 50% drops in revenue [11][12]. - The overall profitability of many MCU companies is under pressure, with several reporting return on equity (ROE) below the industry average [11][12].

Market Overview - The A-share market experienced slight fluctuations with the Shanghai Composite Index down by 0.06% to 3382.11, the Shenzhen Component down by 0.18% to 10185.34, and the ChiNext Index down by 0.48% to 2038.87 [2][3] - The total market turnover reached 763.1 billion CNY, with 2223 stocks rising, 275 unchanged, and 2914 declining [3] Sector Performance - The sectors of non-ferrous metals, telecommunications, and petrochemicals saw significant gains, while the new consumption sector, including pet economy, ice and snow tourism, and medical beauty, performed poorly [4] - The Hainan Free Trade Port concept surged, with stocks like Hainan Ruize, Hainan Expressway, and Luoniushan hitting the daily limit [12][18] Key Concepts and Stocks - The storage chip concept stocks rose sharply, with major players like Daway Co. and Haoshanghao hitting the daily limit, and Guokewi increasing by over 12% [8][9] - The "East Data West Computing" initiative and related sectors such as IDC, cloud computing, and AI computing saw collective gains, with stocks like Zhongcheng Technology and Nanling Technology nearing their daily limit [10][11] Hainan Free Trade Port Developments - The State Council approved the Hainan provincial government to approve land use matters, supporting the construction of the Hainan Free Trade Port, which is expected to create strategic opportunities [18] - The Hainan Free Trade Port is approaching a critical milestone with the 2025 deadline for "closure" as outlined in the overall plan [18] Football Concept Decline - The previously hot "Sichuan Super" concept stocks cooled down, with Jinling Sports experiencing a significant drop of 12.9% [19][22] - The football concept index fell by 2.82%, indicating a broader decline in related stocks [23]

Group 1 - The National Semiconductor Chip Index (980017) has shown a slight increase of 0.06% as of June 6, 2025, with notable gains from stocks such as Zhaoyi Innovation (603986) up by 4.75% and Geke Micro (688728) up by 1.45% [1] - The semiconductor ETF (159813) is experiencing mixed trading, with the latest quote at 0.78 yuan, reflecting a 0.26% increase [2] - Over the past nine trading days, there have been net inflows of funds on six days, totaling 108 million yuan, with an average daily net inflow of 12.05 million yuan [2] Group 2 - The "5th China Integrated Circuit Design Innovation Conference and IC Application Ecological Exhibition" (ICDIA) is scheduled for July 11-12, 2025, in Suzhou, focusing on themes such as AI computing, photonic integrated circuits, and 5G/6G semiconductors [3] - Shanghai Securities maintains a bullish outlook on the electronics sector, predicting a comprehensive recovery in the semiconductor industry by 2025, with an optimistic overall development outlook [3] - The semiconductor ETF closely tracks the National Semiconductor Chip Index, reflecting the market performance of listed companies in the semiconductor industry [3] Group 3 - As of May 30, 2025, the top ten weighted stocks in the National Semiconductor Chip Index account for 66.85% of the index, including companies like SMIC (688981) and Cambrian (688256) [4] - The semiconductor ETF has various connection options, including A, C, and I classes [4]