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]

Group 1: Zhaoyi Innovation - Zhaoyi Innovation reported good growth across its business lines in Q2 2024, with NOR Flash experiencing high single-digit growth, niche DRAM growing over 50%, and MCU close to 20% [1] - The company anticipates a sequential growth in Q3, with overall demand expected to rise throughout the year, particularly for niche DRAM, which is facing supply tightness [1] - The gross margin is expected to remain stable, with a slight increase in DRAM margins and moderate price increases for Flash products [1] Group 2: Weifeng Electronics - Weifeng Electronics achieved revenue of 340 million yuan in H1 2025, a year-on-year increase of 40.19%, and a net profit of 54.93 million yuan, up 16.52% [2] - The company is advancing its projects, with a new factory in Thailand expected to be operational by mid-2026 to enhance supply chain resilience [2] - The automotive connector segment saw significant growth, with revenue reaching 82.06 million yuan, a 55.85% increase year-on-year [2] Group 3: Kela Co., Ltd. - Kela Co., Ltd. experienced a decline in profits in Q2, primarily due to the impact of the 618 shopping festival, although sales expense ratios are improving [3] - The company plans to expand its institutional and specialty channel business, with a production capacity of 100,000 tons at its Hangzhou factory [3] - Kela is launching its own brand, Dudi, in Q2 2024, after ending its partnership with He Sheng Yuan [3]