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研报掘金丨中邮证券:维持兆易创新“买入”评级,定制化存储多领域进展顺利

Core Viewpoint - The report from Zhongyou Securities indicates that Zhaoyi Innovation's NORFlash holds approximately 20% of the global market share, maintaining its position as the second-largest player for two consecutive years, with expectations to continue this trend in the current year, driving long-term sustainable business growth [1] Market Position - Zhaoyi Innovation aims to focus on market share as its core objective, with a strong emphasis on customized storage solutions [1] - The company is actively collaborating with logic chip customers, covering various end-side applications, and has already seen some projects materialize [1] Product Development - The company is expected to achieve over 10% revenue contribution from new products this year, with an anticipated increase in this proportion in the future [1] - Zhaoyi Innovation is continuously enhancing its resource investment and capabilities in the automotive MCU sector [1] Investment Rating - The report maintains a "Buy" rating for Zhaoyi Innovation [1]