智通财经APP讯，兆易创新(603986.SH)发布公告，经香港联交所批准，公司本次发行的2891.58万股H股 股票(行使超额配售权之前)于2026年1月13日在香港联交所主板挂牌并上市交易。公司H股股票中文简称 为"兆易创新"，英文简称为"GIGADEVICE"，股份代号为"3986"。 ...

Domestic News - The Ministry of Industry and Information Technology issued the "Administrative Penalty Discretionary Power Benchmark Table" for the road motor vehicle production sector, effective from February 1, 2026, detailing specific penalties for six types of violations [3] - The National Development and Reform Commission plans to introduce a comprehensive management approach for the recycling of new energy vehicle batteries, emphasizing the principle of "whoever pollutes, whoever manages" [4] - Progress in the China-Europe electric vehicle negotiations indicates that the EU will release guidelines for Chinese exporters regarding price commitments, ensuring a non-discriminatory evaluation process [5] - Shanghai's new action plan for advanced manufacturing (2026-2028) aims to promote investment in emerging sectors such as low-altitude economy, embodied intelligence, and biomanufacturing [6] - Xiaopeng Motors plans to establish a localized supply chain team in Europe and ASEAN markets to enhance supply chain responsiveness and support local production [7] - Zhaoyi Innovation and Chery Automobile signed a strategic cooperation agreement to focus on collaborative innovation in automotive-grade chips and next-generation electronic architectures [8] - The Leap Motor A10 was showcased at the 2026 Brussels Motor Show, marking a significant step in the company's global strategy [9] - Shanghai is optimizing the auto loan process by relaxing application conditions and adjusting loan issuance ratios, terms, and interest rates [10] International News - California's governor proposed a $200 million state-level electric vehicle tax rebate following the termination of the federal tax credit, although the specific rebate amount per vehicle is yet to be determined [12] - Uber unveiled a customized autonomous taxi, set to launch in San Francisco, based on a fully electric platform and integrated with advanced AI technology [13] - Stellantis announced the cancellation of its plug-in hybrid vehicle sales in the U.S. due to weak market demand, shifting focus to more competitive electrification solutions [14] - Maruti Suzuki plans to increase its production capacity by 1 million vehicles in Gujarat, India, with a total budget of approximately $55 million [14] Commercial Vehicles - Beiben Truck passed the supervision audit for its intellectual property management system, demonstrating effective operation and compliance with relevant standards [15] - GAC Aion held a successful mass delivery ceremony for hydrogen fuel cell vehicles, marking a milestone in the commercialization of hydrogen fuel cell technology [17] - The Ministry of Industry and Information Technology announced the 403rd batch of new vehicle approvals, which includes 140 models of new energy heavy trucks, a decrease of approximately 33.01% from the previous batch [18][19] - Youjia Innovation's autonomous vehicle entered the cold chain logistics sector, enhancing smart delivery solutions for fresh produce [21]

中国经济网北京1月13日讯 兆易创新科技集团股份有限公司（以下简称"兆易创新"，03986.HK）今日在港交所上市，截 至收盘报222.8港元，涨幅37.53%。 最终发售价及配发结果公告显示，兆易创新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），其中，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）。 | 發售股份及股本 | | | --- | --- | | 發售股份數目 | 28,915,800 | | 香港公開發售的發售股份數目 | 2,891,600 | | 國際發售的發售股份數目 | 26,024,200 | | 上市後已發行股份數目(於超額配股權獲行使前) | 696,765,151 | 兆易创新的联席保荐人、整体协调人、联席全球协调人、联席账簿管理人及联席牵头经办人为中国国际金融香港证券有 限公司、华泰金融控股（香港）有限公司。 兆易创新的最终发售价为162.00港元，所得款项总额为4,684.4百万港元，扣除按最终发售价计算的之预计应付上市开支 73.5百万港元后，所得款项净额为4, ...

证券代码：603986 证券简称：兆易创新 公告编号：2026-003 兆易创新科技集团股份有限公司 关于 H 股挂牌并上市交易的公告 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"）正在进行发行境外上 市外资股（H 股）并在香港联合交易所有限公司（以下简称"香港联交所"）主 板挂牌上市（以下简称"本次发行上市"）的相关工作。 公司本次全球发售 H 股总数为 28,915,800 股（行使超额配售权之前），其中， 香港公开发售 2,891,600 股，约占全球发售总数的 10.00%（行使超额配售权之前）； 国际发售 26,024,200 股，约占全球发售总数的 90.00%（行使超额配售权之前）。 根据每股 H 股发售价 162.00 港元计算，经扣除全球发售相关承销佣金及其他估 计费用后，并假设超额配售权未获行使，公司将收取的全球发售所得款项净额估 计约为 46.11 亿港元。 | | 本次发行上市前 | | | 本次发行上市后 | | | | --- | --- | --- ...

格隆汇1月13日丨兆易创新(603986.SH)公布，经香港联交所批准，公司本次发行的28,915,800股H股股票 （行使超额配售权之前）于2026年1月13日在香港联交所主板挂牌并上市交易。公司H股股票中文简称 为"兆易创新"，英文简称为"GIGADEVICE"，股份代号为"3986"。 ...

兆易创新公告称，公司全球发售H股总数为2891.58万股（行使超额配售权之前），其中香港公开发售占 10%，国际发售占90%。每股H股发售价162.00港元，所得款项净额估计约46.11亿港元。2026年，该 2891.58万股H股将在香港联交所主板挂牌上市，股份代号"3986"。发行上市后，若超额配股权未行使， A股股东持股降至95.85%，H股股东占4.15%；若悉数行使，A股股东持股95.26%，H股股东占4.74%。 此外，朱一明等持股5%以上股东及其一致行动人持股比例均有下降。 ...

Market Overview - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 0.9% to close at 26,877.42 points, the Hang Seng Tech Index up by 0.11%, and the State-Owned Enterprises Index rising by 0.71% [1][7]. Sector Performance - **Technology Stocks**: Mixed performance observed, with Alibaba and Bilibili both rising over 3%, while Kuaishou fell over 2%, and Xiaomi and Baidu dropped over 1% [1][7]. - **Biopharmaceutical Sector**: Strong performance noted, particularly with WuXi AppTec rising over 8%. The upcoming JPMorgan Healthcare Conference is expected to act as a catalyst for the innovative drug market, with expectations for updates on the operational progress of Chinese innovative drug companies [3][9]. - **Gold Stocks**: Continued upward trend, with China Gold International increasing over 7%. Citigroup has aggressively raised its short-term outlook for precious metals, predicting gold prices could reach $5,000 per ounce and silver $100 per ounce within the next three months, driven by geopolitical risks, physical shortages, and uncertainties in Federal Reserve policies [3][9]. - **Commercial Aerospace Sector**: A pullback was observed, with Goldwind Technology declining over 9%. Recent shareholder sell-offs have contributed to market volatility. However, significant breakthroughs in reusable rocket technology in China are expected to reshape the cost structure of the aerospace industry, benefiting upstream companies in aerospace manufacturing, new materials, and satellite applications [3][9]. New Listings - Three new stocks were listed today, with Zhaoyi Innovation rising over 37%, BBSB International up over 11%, and Hongxing Cold Chain increasing by 0.33% [4][9].

Core Viewpoint - The data indicates significant capital inflows into various stocks, highlighting investor interest in specific sectors such as power equipment, communication devices, and gaming [1][2][3] Group 1: Stock Performance and Capital Inflows - TBEA (特变电工) saw a capital inflow of 1.846 billion, with a price increase of 10.01% [2] - Haige Communication (海格通信) experienced a capital inflow of 1.661 billion, with a price increase of 10% [2] - ZQ Game (掌趣科技) had a capital inflow of 0.791 billion, with a notable price increase of 14.91% [2] - Yonyou Network (用友网络) attracted 0.768 billion in capital, with a price increase of 7.87% [2] - Shanghai Construction (上海建工) received 0.603 billion, with a price increase of 10.14% [2] Group 2: Sector Analysis - The power equipment sector, represented by TBEA, shows strong investor confidence with significant capital inflows [2] - The communication device sector, including Haige Communication and Lian Te Technology (联特科技), also reflects positive investor sentiment [2][3] - The gaming industry, represented by ZQ Game and Century Huaman (世纪华通), demonstrates robust growth potential with substantial capital inflows [2][3] - The education sector, represented by Zhonggong Education (中公教育), shows a healthy capital inflow of 0.508 billion, indicating investor interest [2] - The energy metal sector, represented by Ganfeng Lithium (赣锋锂业) and Tianqi Lithium (天齐锂业), continues to attract investment, reflecting ongoing demand in the market [2][3]

Core Viewpoint - 兆易创新 successfully completed its IPO on the Hong Kong Stock Exchange, marking a significant milestone in establishing its "A+H" dual capital platform, highlighting its rapid growth and global competitiveness in the semiconductor industry [1][4][9]. Company Overview - 兆易创新 is a leading global chip design company in China, specializing in various core storage and control chips, and has achieved global benchmarks in multiple sectors [1][9]. - The company operates a fabless business model, focusing on integrated circuit design and R&D while outsourcing manufacturing to external foundries [2][11]. Financial Performance - For the fiscal years ending June 30, 2022, 2023, 2024, and the first half of 2025, 兆易创新 reported revenues of approximately 8.13 billion, 5.76 billion, 7.36 billion, and 4.15 billion RMB, respectively, with corresponding profits of 2.05 billion, 0.16 billion, 1.10 billion, and 0.59 billion RMB [3][12]. - In Q3 2025, the company achieved a revenue of 2.68 billion RMB, a year-on-year increase of 31.40%, and a net profit of 0.51 billion RMB, up 61.13% [6][14]. Market Position - According to Frost & Sullivan, by 2024, 兆易创新 ranks second globally and first in mainland China for NOR Flash with an 18.5% market share, sixth globally and first in mainland China for SLC NAND Flash with a 2.2% market share, seventh globally and second in mainland China for niche DRAM with a 1.7% market share, and eighth globally and first in mainland China for MCU with a 1.2% market share [2][11]. - The company is positioned to benefit from the rapid growth of edge AI, which is expected to drive demand for its products that enable real-time, low-power, and reliable AI inference [6][14]. IPO and Investment Strategy - The IPO raised funds with approximately 40% allocated to enhancing R&D capabilities, 35% for strategic industry-related investments and acquisitions, 9% for global strategic expansion, 6% for improving operational efficiency, and 10% for working capital and other general corporate purposes [7][15]. - The stock opened at 235.00 HKD per share, reflecting a 45.06% increase, with a market capitalization of 163.74 billion HKD [1][10].

资料显示，芯片ETF（159995）跟踪国证芯片指数，30只成分股集合A股芯片产业中材料、设备、设 计、制造、封装和测试等龙头企业，其中包括中芯国际、寒武纪、长电科技、北方华创等。 （文章来源：每日经济新闻） 数据显示，2025年11月全球半导体销售额同比增长29.8%，存储价格继续上涨。根据SIA的数据，2025 年11月全球半导体销售额为752.8亿美元(YoY +29.8%,QoQ +3.5%)，连续25个月同比正增长；其中中国 半导体销售额为202.3亿美元，同比增长22.9%，环比增长3.9%。 财信证券表示，全球AI产业从模型训练向推理端延伸趋势明确，国内云厂商AI算力中心建设规划，将 直接拉动高算力芯片需求放量；同时AI向传统消费电子如手机/PC/手表耳机等可穿戴领域持续渗透，叠 加AI眼镜、AI玩具等创新AI硬件载体起量，将直接带动SOC芯片等核心零部件量价双增。 1月13日午后，A股三大指数集体下跌，上证指数盘中下跌0.55%，生物科技、教育、文化传媒等板块涨 幅靠前，航天军工、化纤跌幅居前。芯片板块低迷，截至13:34，芯片ETF（159995）下跌2.89%，其成 分股三安光电下跌8.1 ...