兆易创新公告2020年股票期权与限制性股票激励计划第四个行权期行权结果暨股份上市相关事宜。2025 年第五届董事会第二次会议审议通过行权条件成就议案。本次符合行权条件激励对象可行权数量 99.9096万股，实际行权人数232名，行权股份96.1662万股，占公司目前股本总额0.14%。行权股票将于 2025年10月14日上市流通，均为无限售条件流通股。中兴华会计师事务所完成验资，公司收到行权款 项，登记手续已办理完成。所筹资金用于补充流动资金，本次行权对财务状况和经营成果无重大影响。 ...

证券代码：603986 证券简称：兆易创新 公告编号：2025-055 兆易创新科技集团股份有限公司 关于 2020 年股票期权与限制性股票激励计划第四个行 权期行权结果暨股份上市的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 961,662股。 本次股票上市流通总数为961,662股。 本次股票上市流通日期为2025 年 10 月 14 日。 兆易创新科技集团股份有限公司（以下简称"公司"）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 2020 年股票期权与限制性股票 激励计划第四个行权期及解除限售期行权条件及解除限售条件成就的议案》，公 司 2020 年股票期权与限制性股票激励计划第四个行权期行权条件已成就，公司同 意为符合行权条件的激励对象办理股票期权行权，公司已于 2025 年 9 月 29 日办 理完成 2020 年股票期权与限制性股票激励计划第四个行权期行权股份登记手续， 现将相关事项公告 ...

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 贵公司原注册资本为人民币 666,316,310.00 元，股本为人民币 666,316,310.00 元。根据贵公司于 2025 年 4 月 24 日召开的第五届董事会第二次会议及第五届监 事会第二次会议审议通过的《关于 2020 年股票期权与限制性股票激励计划第四 个行权期及解除限售期行权条件及解除限售条件成就的议案》，此次符合行权条 件的激励对象共计 235 名，可行权的股票期权数量为 999,096 股。本次股票期权 行权价格 141.73 元/股。 经我们审验，截至 2025 年 9 月 18 日 13 时止，本次股票期权实际行权人数 232 名，实际行权股数为 961,662 股，贵公司已收到 232 名激励对象以货币资金 缴纳的行权款项合计人民币 1 ...

Market Overview - A-shares ended September with all major indices rising, with the ChiNext Index up approximately 12%, marking a three-year high, and the Sci-Tech 50 Index up over 11%, reaching a nearly four-year high [1] - The Shanghai Composite Index rose 12.73% in Q3, while the Shenzhen Component Index increased by 29.25%, and the ChiNext Index surged by 50.40% [1] - On September 30, the Shanghai Composite Index closed at 3882.78 points, up 0.52%, and the Shenzhen Component Index closed at 13526.51 points, up 0.35% [1] Sector Performance Non-Ferrous Metals - The non-ferrous metals sector saw significant gains, with companies like Jiangxi Copper and Jingyi Co. hitting their daily limit up [2][3] - The cobalt market experienced a sharp increase, with the average price of 1 cobalt reaching 337,000 CNY/ton, a rise of 29,000 CNY, marking the largest single-day increase this year [3] - Factors contributing to this surge include tightening global supply and strong domestic demand in the new energy sector [3][6] Semiconductor Sector - The storage chip sector was notably active, with Jiangbolong and Huahong Semiconductor reaching new highs, with Jiangbolong hitting a 20% limit up [7] - NAND flash prices are expected to rise by 5%-10% in the coming quarters due to high demand in the enterprise SSD market [9] Military Trade - The military trade sector saw a rise, with companies like Guorui Technology and AVIC Shenfei hitting their daily limit up [10] - Increased global security concerns due to the worsening situation in the Middle East are expected to boost defense spending, enhancing demand for Chinese military equipment [10]

Core Viewpoint - The storage chip sector has shown a significant increase, with a rise of 2.80%, ranking sixth among concept sectors, indicating strong market interest and investment potential in this area [1][2]. Group 1: Sector Performance - As of September 30, the storage chip concept saw 91 stocks increase, with Jiangbolong hitting a 20% limit up, and notable gains from companies like Huahong, Canxin, and Hengshuo, which rose by 15.72%, 15.41%, and 11.88% respectively [1]. - The sector's performance is contrasted by declines in stocks such as Jingyi Equipment, Jiangfeng Electronics, and Dongxin, which fell by 6.21%, 4.86%, and 3.29% respectively [1]. Group 2: Capital Flow - The storage chip sector attracted a net inflow of 4.263 billion yuan, with 69 stocks receiving net inflows, and 16 stocks exceeding 100 million yuan in net inflow [2]. - The leading stock in terms of net inflow was Zhaoyi Innovation, with a net inflow of 1.478 billion yuan, followed by Changdian Technology, Shentech, and Jiangbolong, which saw net inflows of 757.1 million yuan, 686.2 million yuan, and 450 million yuan respectively [2]. Group 3: Stock Performance Metrics - Key stocks in the storage chip sector included Zhaoyi Innovation with an 8.20% increase and a turnover rate of 8.97%, and Changdian Technology with a 7.83% increase and a turnover rate of 12.04% [3]. - Shentech led in net inflow ratio at 34.75%, followed by Demingli at 21.40% and Chengbang at 17.30% [3].

Group 1 - The A-share storage chip sector experienced a strong surge, with significant gains in semiconductor stocks, indicating global market optimism towards storage chips [1] - In September, the storage market entered a second round of price increases, with SanDisk raising prices by over 10% and Micron notifying channel partners of price hikes between 20% to 30% [1][2] - The price adjustments are attributed to supply-demand imbalances, driven by industry giants' capacity adjustments and increased demand from AI applications [2] Group 2 - Market research indicates a 72% increase in the DRAM price index over six months, with consumer SSD prices rising by 40% in just over a month [3] - The rise in demand for high-bandwidth memory (HBM) is driven by the growth of AI applications, with HBM2e prices increasing by 80% and HBM3e exceeding $100 per GB [3] - Storage module manufacturers are feeling the pressure from rising prices, leading to a pause in DDR4 pricing, while companies like Xiaomi are facing margin pressures due to unexpected price increases [3]

Core Viewpoint - The A-share market saw a collective rise in the three major indices on September 30, with the 5G communication ETF experiencing a slight decline but later rebounding, indicating volatility in the sector driven by AI and communication technology trends [1]. Group 1: Market Performance - The 5G communication ETF (515050) recorded a drop of 0.79% by 11:15 AM, with a trading volume of 256 million yuan [1]. - Notable stocks within the ETF included Zhaoyi Innovation, which rose over 8%, along with other top performers such as Yuanjie Technology, Guobo Electronics, and Zhongke Chuangda [1]. Group 2: ETF Composition - The 5G communication ETF tracks the CSI 5G Communication Theme Index, with a total scale exceeding 9 billion yuan [1]. - The weight of optical module CPO concept stocks in the ETF is 38%, while PCB circuit board concept stocks account for 14% [1]. - The top ten holdings in the ETF include companies like Xinyi Technology, Zhongji Xuchuang, and Lixun Precision, collectively representing 62.27% of the ETF's weight [1]. Group 3: Industry Trends - According to Guosheng Securities, the demand for computing power is experiencing exponential growth due to the large-scale application of AI [1]. - IDC forecasts that the global AI server market will reach 125.1 billion USD in 2024, with expectations to grow to 222.7 billion USD by 2028 [1]. - This surge in computing power demand is driving the need for higher bandwidth and lower latency in optical communication within and between data centers [1].

兆易创新触及涨停，成交额96.79亿元，市值逼近1500亿元。 ...

Market Overview - A-shares saw a rise in all three major indices, with the ChiNext Index increasing by over 1% during the morning session, closing at 3878.13 points for the Shanghai Composite Index, up 0.4% [1][3] - The total trading volume in the Shanghai and Shenzhen markets reached 1.36 trillion yuan, an increase of 763 billion yuan compared to the previous trading day [3] Sector Performance - The technology sector experienced broad gains, particularly in the semiconductor and storage chip segments, with the storage index rising by 5.81% [5] - The aerospace and military, as well as non-ferrous metal sectors, saw significant increases, while the financial sector experienced a pullback [3][12] Key Stocks in Semiconductor Sector - Notable stocks included Jiangbolong, which hit the daily limit with a 20% increase, and Huahong Semiconductor, which rose by 15.16% [5][8] - Other companies such as Deep Technology and Demingli also recorded significant gains, with increases of 10% [5][8] Battery Sector Performance - The solid-state battery concept sector continued to rise, with lithium battery electrolyte and cathode segments also showing strong performance [10] - Stocks like Shida Shenghua and Tianji Co. reached their daily limit with a 10% increase [11] Non-Ferrous Metals Sector - The non-ferrous metals sector remained strong, with cobalt and nickel indices showing notable gains [12][14] - Companies such as Shengtun Mining and Hanrui Cobalt saw increases of 9.7% and 5%, respectively [14] Precious Metals Market - The precious metals sector also saw an uptick, with spot gold prices surpassing $3860 per ounce, marking a significant increase of over $100 this week [16][17]

Market Overview - A-shares saw a rise in all three major indices, with the Shanghai Composite Index closing at 3878.13 points, up 0.4% [1][2] - The Shenzhen Component Index increased by 0.31%, while the ChiNext Index rose by 0.06% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.36 trillion yuan, an increase of 763 billion yuan compared to the previous trading day [2] Sector Performance - The technology sector experienced a broad rally, particularly in the semiconductor and storage chip segments, with the storage index rising by 5.81% [3][4] - The aerospace and military, as well as non-ferrous metal sectors, saw significant gains, while the financial sector experienced a pullback [3] Notable Stocks - Jiangbolong hit the daily limit with a 20% increase, while Huahong Semiconductor surged by 15.16% [5] - Zhaoyi Innovation rose over 8%, with a current share price of 213.03 yuan and a market capitalization of 141.9 billion yuan [6] - Other notable gainers included Hengsuo Co., Bawei Storage, and Jucheng Co., all rising over 10% [7] Battery Sector - The solid-state battery sector continued its upward trend, with lithium battery electrolyte and cathode segments also performing well [10] - Shida Shenghua and Tianji Co. both reached the daily limit with a 10% increase [10] Non-Ferrous Metals - The non-ferrous metals sector remained strong, with the cobalt index rising over 4% [12] - Shengtun Mining increased by 9.7%, while other companies like China Molybdenum and Tianyuan Cobalt also saw gains [12] Precious Metals - The precious metals sector saw an increase, with spot gold surpassing $3860 per ounce, marking a rise of over $100 this week [14][15]