东莞证券给予兆易创新买入评级,国内存储、MCU双龙头企业,平台化布局助力企业成长
Group 1 - The core viewpoint of the article is that Dongguan Securities has given a "buy" rating to Zhaoyi Innovation (603986.SH) based on its strong market position and growth potential in the storage and MCU sectors [2] - Zhaoyi Innovation is recognized as a dual leader in the domestic storage and MCU markets, with a platform-based layout that supports its growth [2] - The storage business is expected to expand due to the demand driven by edge AI and the automotive industry's "three transformations," indicating a comprehensive layout by Zhaoyi Innovation [2] - In the MCU sector, Zhaoyi Innovation is identified as a leader in the domestic 32-bit MCU market, with a strengthened focus on the automotive electronics field [2]