| 220.800 | 36.30% | 十档 | | --- | --- | --- | | | | 221.600 | | | | 221.400 | | | | 221.200 | | | | 221.000 | | | | 220.800 | | 162.000 | | 220.600 | | | | 220.400 | | | | 220.200 | | | | 220.000 | | | | 219.800 | | | | 219.000 | | 103.200 ● 价位 ● 均价 | -36.30% | 1210 000 | 智通财经APP获悉，兆易创新(03986)将于2026年1月13日(星期二)在香港挂牌。截至发稿，利弗莫尔证券暗盘交易显示报价219.6港元，较招股价162港元上涨 35.56%，每手100股，不计手续费，每手赚5760港元。 分时量 量:40500 62300 218.600 218.400 218.200 218.000 MACD(12,26,9):2.357 DIF:1.910 DEA:0.731 MACD 217.800 217.600 217.400 217.20 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 301306 | 西测测试, | 子 | 10.95 | 138亿 | 43.36 | | 300053 | 航宇微 | 1 | 10.08 | 167亿 | 25.71 | | 002935 | 天奧电子 | 1 | 10.02 | 108亿 | 13.96 | | 300455 | 航天智装 | 1 | 8.48 | 274亿 | 26.96 | | 688053 | ST思科瑞 | | 8.35 | 51.91亿 | 41.25 | | 300672 | 国科微 | 1 | 6.15 | 272亿 | 16.30 | | 688611 | 杭州柯林 | | 5.92 | 98.58 Z | 26.39 | | 600584 | 长电科技 | 1 | 5.54 | 778亿 | 18.16 | | 688012 | 中微公司 | 1 | 5.59 | 2226亿 | 30.35 | | 002413 | 雷科防务 | 1 | 5.46 | 254亿 | ...

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。其场外联 接基金为，A类：008887；C类：008888。 1月12日早盘，A股三大指数走势分化，上证指数盘中上涨0.25%，互联网、文化传媒、软件等板块 涨幅靠前，摩托车、能源设备跌幅居前。芯片科技股震荡走强，截至10点09分，芯片ETF（159995）上 涨1.68%，其成分股龙芯中科上涨9.52%，长电科技上涨7.09%，中微公司上涨6.77%，兆易创新上涨 5.58%，晶盛机电上涨4.28%。 近日，英伟达创始人兼CEO黄仁勋在国际消费电子展CES 2026上发表主题演讲，并正式发布Rubin 平台。该平台由六款专为打造超凡 AI 超级计算机而设计的全新芯片组成，包括Vera CPU、Rubin GPU、NVLink 6 交换机、ConnectX-9 SuperNIC、BlueField-4 DPU 和 NVIDIA Spectrum-6 以太网交换 机，6款芯片协同设计，从而大幅缩短训练时间并降低推理 token 成本。 ...

1月12日，A股市场存储芯片概念股集体走强，其中，西测测试、航宇微涨超10%，天奥电子10CM涨 停，航天智装涨超8%，国科微涨超6%，杭州柯林、长电科技、中微公司、雷科防务涨超5%，兆易创新 涨超3%。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 301306 | 西测测试 | 章 | 10.95 | 138亿 | 43.36 | | 300053 | 航宇微 | 1 | 10.08 | 167亿 | 25.71 | | 002935 | 天奧电子 | 1 | 10.02 | 108亿 | 13.96 | | 300455 | 航天智装 | 1 | 8.48 | 274亿 | 26.96 | | 688053 | ST思科瑞 | | 8.35 | 51.91亿 | 41.25 | | 300672 | 国科微 | 1 | 6.15 | 272亿 | 16.30 | | 688611 | 杭州柯林 | | 5.92 | 98.58 Z | ...

Core Insights - The company is a leading global Fabless chip supplier with a diversified layout in "sensing, storage, computing, control, and connectivity" [1][6] - The company has a comprehensive product line including Flash, niche DRAM, MCUs, analog chips, and sensor chips, with significant advancements in various technologies over the years [1][6] - The company has seen a recovery in demand, leading to substantial growth in revenue and profit in 2024 and 2025 [2][10] Company Overview - Founded in 2005 and listed in 2016, the company has established itself as a top player in the Fabless chip sector [1][6] - The company launched the first domestic SPI NOR Flash in 2008, breaking the overseas monopoly [1][6] - The acquisition of Shanghai Silan Micro in 2019 marked the company's entry into the sensor market, and the acquisition of Suzhou Saixin in 2024 strengthened its analog chip business [1][6] Main Business Segments - The company has a strong focus on storage chips, covering NOR Flash, NAND Flash, and niche DRAM, with a market share of 18.05% in NOR Flash as of 2024 [2][7] - The company is the first in China to offer a complete product line of SPI NOR Flash with capacities from 512Kb to 2Gb [7] - The NAND products are primarily SLC NAND, used in industrial control, automotive electronics, and communication devices [7] Financial Performance - The company experienced revenue of 81.50 billion, 81.30 billion, and 57.61 billion yuan from 2021 to 2023, with a notable recovery in 2024, achieving 73.56 billion yuan [10] - The net profit for 2024 was 11.03 billion yuan, reflecting a significant increase of 584.21% year-on-year [10] - In the first three quarters of 2025, the company reported revenue of 68.32 billion yuan, a year-on-year growth of 20.92% [10] Market Trends - The NOR Flash market is expanding due to the rise of edge AI, with an expected market size of 4.2 billion USD by 2029 [4][11] - The global NOR Flash market was valued at 2.2 billion yuan in 2023 and is projected to grow to 2.8 billion USD in 2024, with a year-on-year growth rate of 27% [11] - The exit of major international players from the SLC NAND market has created opportunities for domestic manufacturers [12][13] Competitive Landscape - The top three manufacturers dominate over 60% of the NOR Flash market, with the company rising to the second position globally and first in mainland China with an 18.5% market share [12] - The competitive landscape is shifting as major international companies withdraw from the NOR Flash market, allowing local firms to gain market share [12][13] - The company is well-positioned to benefit from the growing demand in automotive electronics and AI-driven applications [5][12]

Key Points - Major asset restructuring plans are underway for several companies, including JiaoYun Co. and Dongzhu Ecology, with significant risks of termination noted for Dongzhu Ecology's restructuring efforts [11][12] - ST KeliDa is set to resume trading on January 12, 2026, following a proposed change in its actual controller [5] - NineLink Technology has terminated its major asset restructuring plans due to disagreements on core transaction terms [6] - Companies like Huazhou Laojiao and others have announced substantial profit distributions and performance forecasts, indicating positive growth trends [8][9][10] Focus Area 1: Asset Restructuring - JiaoYun Co. is planning a major asset swap involving its automotive sales and service segments with assets from its controlling shareholder [11] - Dongzhu Ecology is attempting to acquire control of Kai Rui Xing Tong Information Technology but faces significant termination risks due to valuation disagreements [12] - NineLink Technology has decided to halt its plans to acquire a 51% stake in Chengdu Neng Tong Technology after failing to reach consensus on key transaction details [6] Focus Area 2: Trading Resumption and Risk Warnings - ST KeliDa will resume trading on January 12, 2026, after a proposed change in its actual controller [5] - China First Heavy Industries and Oriental Pearl have issued risk warning announcements regarding their stock trading, highlighting the volatility and lack of revenue from certain projects [3][4] Focus Area 3: Performance Forecasts - Huazhou Laojiao expects a net profit of between 235 million to 271 million yuan for 2025, a significant recovery from a loss in the previous year [8] - China Shipbuilding Defense anticipates a net profit increase of 149.61% to 196.88% for 2025, driven by improved production efficiency and revenue from joint ventures [9] - Daotong Technology projects a net profit of 900 million to 930 million yuan for 2025, reflecting a growth of 40.42% to 45.10% [10]

Core Viewpoint - The company, Zhaoyi Innovation, has announced its progress in issuing H-shares for overseas listing on the Hong Kong Stock Exchange, with a final price set at HKD 162.00 per share, expected to start trading on January 13, 2026 [1][3]. Group 1 - The H-share issuance is targeted at qualified overseas investors and domestic securities firms authorized for overseas investments, emphasizing that the announcement is for A-share investors' awareness and does not constitute a securities offer [3]. - Zhaoyi Innovation is recognized as a leading semiconductor design company in China, with strong market positions and technological capabilities in memory chips, microcontrollers (MCUs), and sensors [3]. - The funds raised from this issuance will primarily be used to expand core business operations, enhance technological research and development, deepen industry layout, and supplement operational funds, aiming to strengthen the company's competitiveness in the global semiconductor market [3]. Group 2 - With the completion of this H-share issuance, Zhaoyi Innovation will become another semiconductor company listed in both A and H shares, facilitating better utilization of domestic and international capital market resources for long-term stable development [3]. - Market participants are closely monitoring the company's performance in the Hong Kong market and its synergistic effects on overall business development [3].

格隆汇1月9日丨兆易创新(603986.SH)公布，公司已确定本次H股发行的最终价格为每股162.00港元（不 包括1%经纪佣金、0.0027%香港证券及期货事务监察委员会交易征费、0.00565%香港联交所交易费及 0.00015%香港会计及财务汇报局交易征费）。公司本次发行的H股预计于2026年1月13日在香港联交所 主板挂牌并开始上市交易。 ...

格隆汇1月9日丨兆易创新(603986.SH)公布，公司已确定本次H股发行的最终价格为每股162.00港元（不 包括1%经纪佣金、0.0027%香港证券及期货事务监察委员会交易征费、0.00565%香港联交所交易费及 0.00015%香港会计及财务汇报局交易征费）。公司本次发行的H股预计于2026年1月13日在香港联交所 主板挂牌并开始上市交易。 ...

人民财讯1月9日电，兆易创新（603986）1月9日公告，公司已确定本次H股发行的最终价格为每股162 港元。公司本次发行的H股预计于1月13日在香港联交所主板挂牌并开始上市交易。 ...