1600亿！北京存储芯片巨头登陆港交所，清华帮掌舵，开盘涨超45%

Core Viewpoint - The article discusses the recent listing of Zhaoyi Innovation on the Hong Kong Stock Exchange, highlighting its market position, financial performance, and strategic investments in the semiconductor industry [5][8]. Company Overview - Zhaoyi Innovation, founded in 2005 by Tsinghua University alumni, specializes in storage chips and has a diverse product portfolio including Flash, DRAM, MCU, and sensor chips [8]. - The company is recognized as a market leader in several segments, being the only integrated circuit design company globally ranked in the top ten for NOR Flash, SLC NAND Flash, niche DRAM, and MCU [8][9]. Financial Performance - In 2024, Zhaoyi Innovation is projected to generate over 7.3 billion RMB in revenue, with a significant increase in net profit compared to previous years [13]. - The company's revenue and net profit for the years 2022 to 2025 are as follows: - 2022: Revenue 8.13 billion RMB, Net Profit 2.05 billion RMB - 2023: Revenue 5.76 billion RMB, Net Profit 0.16 billion RMB - 2024: Revenue 7.36 billion RMB, Net Profit 1.10 billion RMB - 2025 (H1): Revenue 4.15 billion RMB, Net Profit 0.59 billion RMB [14][17]. Market Position - Zhaoyi Innovation holds significant market shares in various segments: - NOR Flash: 2nd globally, 1st in China - SLC NAND Flash: 6th globally, 1st in China - Niche DRAM: 7th globally, 2nd in China - MCU: 8th globally, 1st in China [9][11]. Product Segments - The company’s product lines include: - Specialized Storage Chips: Contributing over 59% of total revenue, with NOR Flash being a key product [18]. - MCU: Focused on Arm and RISC-V architectures, with a growing product line [35]. - Analog and Sensor Chips: Including power management and fingerprint recognition chips, with strategic acquisitions to enhance capabilities [40][41]. Strategic Investments - Zhaoyi Innovation has made strategic investments in companies like Hefei Kuxin and Hangzhou Weina, focusing on edge chip design and integrated storage solutions [9][11]. - The company aims to expand its technological capabilities and market reach through these investments [34]. Sales and Distribution - In 2024, Zhaoyi Innovation sold approximately 4.36 billion chips, with major clients being distributors [41]. - The company has established a global sales network, distributing products across over 40 countries [42].