兆易创新香港上市首日涨幅达 53%。 ...

Group 1 - The company,兆易创新, experienced a significant increase of 45.06% on its first day of trading in the Hong Kong stock market, reaching a price of 235 HKD, compared to its issue price of 162 HKD [1]

Group 1 - The Hang Seng Technology Index increased by 1.93% and the Hang Seng Index rose by 1.32% [1] - Notable stock performances include: Zhaoyi Innovation up by 45.06%, Dali Group Holdings up by 13.35%, and Rongchang Bio up by 8.84% [1] - Declining stocks include: Times Angel down by 4.96%, Master Kong Holdings down by 4.18%, and CIMC Enric down by 3.72% [1]

Core Viewpoint - Zhaoyi Innovation (603986) has successfully listed, with an initial share price of HKD 162, raising approximately HKD 4.611 billion from the issuance of 28.9158 million shares, and has seen a significant increase of 45.06% to HKD 235 per share at the time of reporting [1] Group 1: Company Overview - Zhaoyi Innovation is a diversified integrated circuit design company that provides a variety of chip products including Flash, niche DRAM, microcontrollers, analog chips, and sensor chips [1] - The company's products are applicable in various fields such as consumer electronics, automotive, industrial applications (including industrial automation, energy storage, and battery management), personal computers and servers, Internet of Things, and network communications [1] - The company offers a complete set of systems and solutions, including corresponding algorithms and software, to meet diverse customer needs [1] Group 2: Market Position - According to Frost & Sullivan, Zhaoyi Innovation is the only integrated circuit design company globally ranked in the top ten across all markets in NOR Flash, SLC NAND Flash, niche DRAM, and MCU based on 2024 sales [1] - During the historical record period, specialized memory chips and MCUs contributed the majority of the company's revenue [1] Group 3: Business Model - The company adopts a fabless business model, focusing on integrated circuit design and R&D to maintain a technological advantage [1] - Zhaoyi Innovation collaborates with high-quality wafer foundries and packaging testing partners to ensure excellence, scalability, and high-quality products [1]

Core Viewpoint - Zhaoyi Innovation (03986) has successfully listed its shares at a price of HKD 162 per share, raising approximately HKD 4.611 billion, with a significant initial increase of 45.06% to HKD 235 per share [1] Group 1: Company Overview - Zhaoyi Innovation is a diversified integrated circuit design company that offers a variety of chip products including Flash, niche DRAM, microcontrollers, analog chips, and sensor chips [1] - The company's products are applicable in various fields such as consumer electronics, automotive, industrial applications (including industrial automation, energy storage, and battery management), personal computers and servers, IoT, and network communications [1] Group 2: Market Position - According to Frost & Sullivan, Zhaoyi Innovation is the only integrated circuit design company globally ranked in the top ten across all markets in NOR Flash, SLC NAND Flash, niche DRAM, and MCU based on 2024 sales [1] - The majority of the company's revenue comes from sales of specialized storage chips and MCUs during the historical record period [1] Group 3: Business Model - The company operates on a fabless business model, focusing on the design and R&D of integrated circuits to maintain a technological advantage [1] - Zhaoyi Innovation collaborates with high-quality wafer foundries and packaging/testing partners to ensure excellence, scalability, and high-quality products [1]

Important Events - Rongchang Bio signed a licensing agreement with AbbVie, potentially receiving up to $4.95 billion in milestone payments [1] - Zhaoyi Innovation's public offering in Hong Kong was oversubscribed by 542 times, with a share price of HKD 162, and H-shares will start trading on January 13 [1] - Hushen Technology's subsidiary Tianan Chemical is undergoing maintenance shutdown [1] - Huitian Technology plans to invest $300 million in a high-density optoelectronic integrated circuit board project [1] - Nanda Optoelectronics' subsidiary in Ningbo has an annual production capacity of 50 tons for ArF photoresist [1] - Hunan Baiyin has completed all maintenance plans [1] - AVIC Optoelectronics is a core supplier for Blue Arrow Aerospace [1] Investment Activities - Shaanxi Huada is deeply involved in aerospace projects such as Xingwang and Qianfan, providing supporting products for the second phase of Xingwang [1] - Shunhao Co. plans to invest CNY 74.98 million in its associate company, Trajectory Chuangguang [1] - Shengyang Technology is the sole provider of DVB-NIP hardware and software, with its software recognized by a leading European satellite operator [1] - Tengjing Technology's precision optical components meet the requirements for commercial aerospace satellite laser communication, with small batches already delivered to customers [1] - Jiangbolong's UFS4.1 products have been recognized by storage manufacturers, including SanDisk [1] - Blue Arrow Electronics plans to acquire at least 51% of Chengdu Xinyi's shares to expand into the chip design industry chain [1] - Huitian Technology's $300 million investment is expected to add an annual production capacity of 1.3 million high-density optoelectronic integrated circuit boards and generate an additional annual revenue of CNY 2 billion [1] - Boss Electric plans to invest CNY 100 million in Youte Smart Kitchen to jointly develop the smart cooking robot niche market [1] - Weiteou signed a strategic cooperation agreement with Qiteng Robotics [1] - Cangge Mining expects a net profit of CNY 3.7 billion to CNY 3.95 billion in 2025, benefiting from rising copper prices and capacity release from its associate, Tibet Julong Copper Industry Co., Ltd. [1] - Jinlongyu is investing CNY 1.2 billion to build a production line for solid-state batteries with an annual capacity of 2 GWh [1] Performance Forecasts - Chaohongji expects a net profit increase of 125% to 175% year-on-year in 2025 [2] - Asia-Pacific Co. anticipates a net profit increase of 120% to 170% year-on-year in 2025 [2] - WuXi AppTec forecasts a net profit increase of 103% year-on-year in 2025 [2] - Xinong Co. expects a net profit increase of 50.71% to 81.89% year-on-year in 2025 [2] - Lianhua Holdings anticipates a net profit increase of 43.15% to 62.9% year-on-year in 2025 [2] - Rongbai Technology expects to turn profitable in the fourth quarter of 2025 [2]

Group 1 - The company,兆易创新, announced the results of its share allocation, with a total global offering of 28.9158 million shares [1] - The final offering price was set at HKD 162 per share, resulting in a net fundraising of approximately HKD 4.611 billion [1] - The Hong Kong public offering was oversubscribed by 542.22 times, while the international offering was oversubscribed by 18.52 times [1] Group 2 - The Hong Kong public offering accounted for 2.8916 million shares, while the international offering accounted for 26.0242 million shares [1] - The H-shares are expected to commence trading on the Hong Kong Stock Exchange on January 13, 2026 [1]

格隆汇1月13日｜今日兆易创新(3986.HK)、BBSB INTL(8610.HK)、红星冷链(1641.HK)上市，无新股申 购。 ...

Core Viewpoint - The global offering of H-shares by the company has been successfully completed, raising approximately HKD 46.84 billion in total proceeds, with a net amount of about HKD 46.11 billion after listing expenses [1] Group 1: Offering Details - The company issued 28,915,800 H-shares at a final offer price of HKD 162.00 per share, with 10% allocated to the Hong Kong public offering and 90% to international placement [1] - The Hong Kong public offering received 148,419 valid applications, resulting in a subscription rate of 542.22 times, while the international offering had 177 participants with a subscription rate of 18.52 times [1] Group 2: Investor Participation - The company secured subscriptions from 16 cornerstone investors for a total of 14,394,300 H-shares, representing 49.78% of the global offering [1] - Additionally, the company has been granted an over-allotment option for 4,337,300 H-shares [1] Group 3: Trading Information - The H-shares are set to commence trading on the Hong Kong Stock Exchange on January 13, 2026, under the stock code 3986 [1]

兆易创新(03986.HK)公告，公司最终发售价为每股H股162.00港元。公司全球发售的发售股份数目为 28,915,800股H股（视乎超额配股权行使与否而定），香港发售股份数目为2,891,600股H股，国际发售股 份数目为26,024,200股H股（视乎超额配股权行使与否而定）。此次全球发售所得款项总额约为46.84亿 港元，扣除按最终发售价计算之预计应付上市开支7350万港元后，所得款项净额为46.11亿港元。 本文源自：金融界AI电报 ...