Core Insights - The report from Ping An Securities indicates that Zhaoyi Innovation achieved operating revenue of 4.15 billion yuan in the first half of the year, representing a year-on-year growth of 15% [1] - The company reported a net profit attributable to shareholders of 575 million yuan, which is an increase of 11.31% year-on-year [1] - Diversified layout supports stable operations, with both volume and price increases in niche DRAM [1] Business Overview - The main business of the company includes the research, technical support, and sales of memory, microcontrollers, sensors, and analog chips [1] - The products have wide applications, providing comprehensive "sensing, storage, computing, control, and connectivity" ecosystem solutions for clients in consumer electronics, automotive, industrial applications, PCs and servers, IoT, and network communications [1] Investment Outlook - Considering the company's industry position and forward-looking layout in customized storage, the recommendation rating for the company is maintained as "recommended" [1]
研报掘金丨平安证券:维持兆易创新“推荐”评级,多元化布局助力稳健经营