兆易创新早盘涨超7% H股今日起调入港股通名单 公司受惠存储周期上行

Core Viewpoint - The stock of Zhaoyi Innovation (603986) has seen a significant increase, attributed to its inclusion in the Hong Kong Stock Connect and positive earnings forecasts for 2025 [1] Group 1: Stock Performance - Zhaoyi Innovation's stock rose over 7% in early trading, currently up 5.96% at HKD 298.6, with a trading volume of HKD 50.82 million [1] Group 2: Market Announcement - The Shenzhen Stock Exchange announced adjustments to the Hong Kong Stock Connect securities list, effective February 9, 2026, which includes Zhaoyi Innovation [1] Group 3: Earnings Forecast - Zhaoyi Innovation expects to achieve approximately RMB 9.2 billion in revenue for 2025, representing a year-on-year growth of around 25% [1] - The company anticipates a net profit attributable to shareholders of approximately RMB 1.61 billion, reflecting a year-on-year increase of 46% [1] Group 4: Industry Outlook - Huajin Securities' recent report indicates that with the steady rise in the storage cycle, Zhaoyi Innovation is advancing its storage chip process and product iterations, particularly in NOR Flash technology [1] - The company is expected to replicate the growth path of NOR Flash as major DRAM manufacturers shift their production capacity, with customized DRAM likely to create additional growth opportunities [1] - The ongoing expansion of the MCU business and developments in sensors and analog sectors are projected to support continued revenue growth in consumer electronics, automotive electronics, and industrial applications [1]