【机构调研记录】宏利基金调研兆易创新

Group 1 - The core viewpoint of the article highlights the positive growth outlook for Zhaoyi Innovation in various business lines, particularly in NOR Flash, DRAM, and MCU segments [1] - Zhaoyi Innovation expects a good performance in Q3 with a significant increase in revenue from niche DRAM and stable overall gross margins [1] - The company anticipates a supply shortage in NOR Flash due to increased demand and tight wafer manufacturing capacity, which is expected to last for an extended period [1] Group 2 - Zhaoyi Innovation's niche DRAM segment is projected to see a revenue increase due to rising contract prices and a tight supply situation [1] - The company is focusing on customized storage technology, which is expected to gain traction across various industries, providing a competitive edge [1] - The MCU segment is expected to grow significantly in industrial control and high-barrier domestic replacement markets, with new product contributions increasing [1]