兆易创新再涨超10% 全球存储供给整体维持偏紧状态 公司近期发布年度业绩盈喜

Core Viewpoint - Zhaoyi Innovation (603986) has seen a significant stock price increase of over 10%, currently trading at 355 HKD, driven by strong performance forecasts and demand in the AI computing sector [1] Company Summary - Zhaoyi Innovation expects to achieve approximately 9.2 billion RMB in revenue for 2025, representing a year-on-year growth of around 25% [1] - The company anticipates a net profit attributable to shareholders of about 1.61 billion RMB, reflecting a year-on-year increase of approximately 46% [1] - The growth in performance is primarily attributed to the accelerated demand driven by AI computing infrastructure, benefiting products in the PC, server, and automotive electronics sectors [1] Industry Summary - According to a report from China Merchants Securities, global storage prices have been recovering since the first half of 2025, with a notable acceleration in price increases expected in the third and fourth quarters of 2025 [1] - It is projected that in the first quarter of 2026, the month-on-month price increases for various types of storage will exceed expectations, with the overall global storage supply expected to remain tight throughout 2026 [1] - The demand for AI is anticipated to continue growing at a pace that outstrips production capacity expansion, leading to significant price increases in consumer storage and niche storage due to supply constraints and downstream panic buying [1]