10月10日，兆易创新跌5.01%，截至发稿，报214.20元/股，成交46.48亿元，换手率3.18%，总市值 1427.25亿元。 资料显示，兆易创新科技集团股份有限公司位于北京市海淀区丰豪东路9号院中关村集成电路设计园8号 楼,香港铜锣湾希慎道33号利园1期19楼1915室，成立日期2005年4月6日，上市日期2016年8月18日，公 司主营业务涉及集成电路存储芯片的研发、销售和技术支持。主营业务收入构成为：存储芯片 68.55%，微控制器23.11%，传感器4.65%，模拟产品3.67%，技术服务收入及其他收入0.02%。 从基金十大重仓股角度 数据显示，汇丰晋信基金旗下1只基金重仓兆易创新。汇丰晋信科技先锋股票（540010）二季度持有股 数18.8万股，与上期相比持股数量不变，占基金净值比例为6.62%，位居第五大重仓股。根据测算，今 日浮亏损失约212.2万元。 汇丰晋信科技先锋股票（540010）成立日期2011年7月27日，最新规模3.59亿。今年以来收益79.2%，同 类排名116/4220；近一年收益71.66%，同类排名172/3852；成立以来收益237.94%。 汇丰晋信科技先锋股 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ： 内容编译自semiengineering 。 随着出口管制的加强以及人们对人工智能芯片走私和假冒的担忧日益加剧，位置验证作为一种以最小 努力加强供应链监督的方式正受到越来越多的关注。 过去，这种追踪方式是安排一名或多名员工在晶圆厂现场监督整个生产流程，全程跟踪芯片直至目的 地，并记录每个密封的包装箱。这种方法成本高昂，而且容易被滥用。从 GDSII 代码交付到晶圆 厂，到最终交付给客户，在供应链的每个阶段，都很难记录数百万个芯片，而且如果涉及来自多个来 源的多个芯片，这种方法会变得非常难以操作。 或许更重要的是，既然已经有技术可以更好地保护供应链，为什么还要派人去维护呢？这个问题的答 案很复杂，而且可能带有政治色彩。但技术正在进步和改进。 有几种主要方法可以随时跟踪芯片的位置（从制造到目的地），包括： 以上所有方法都依赖于相对成熟的现有方法，并且比中间人解决方案具有更高的粒度。位置验证可以 追踪芯片的发货地点，甚至包括芯片的使用时间。 "如果你拥有验证技术，那么你就可以鱼与熊掌兼得，"进步研究所 (Institute for Progress) 的技术 ...

Core Viewpoint - India is implementing a "semiconductor plan" to become a global chip powerhouse, but faces significant challenges due to its late entry and limited local industry presence [1] Group 1: Current Status and Investments - India has approved 10 semiconductor projects with a total investment of 1.6 trillion rupees (approximately 18.2 billion USD), including two semiconductor manufacturing plants and multiple testing and packaging facilities [1] - The largest project is a collaboration between Tata Electronics and UMC to build a semiconductor manufacturing plant in Gujarat, valued at 910 billion rupees (approximately 11 billion USD) [3] Group 2: Ecosystem Development - Experts emphasize that India needs a vibrant and sustainable ecosystem beyond just a few factories, including factors like talent, tax policies, and labor costs [2] - A new policy was introduced to support the manufacturing of electronic components, addressing a key bottleneck in the chip industry by providing financial support to local manufacturers [2] Group 3: Future Outlook - The next 3 to 4 years are critical for advancing India's semiconductor goals, with significant challenges in establishing silicon chip manufacturing and overcoming technical and infrastructure issues [4] - There is growing interest from medium-sized companies in establishing chip testing and packaging departments, which could present a major opportunity for India [4]

2022年，该国还调整了战略，不再仅向制造28纳米及以下芯片的工厂提供优厚激励。对于芯片而言，尺 寸越小性能越高，能效也更好。通过在同一空间容纳更多晶体管，这些芯片可应用于先进人工智能和量 子计算等新技术。但由于这种做法无助于印度发展新兴半导体产业，新德里现在为所有制造工厂(无论 芯片尺寸)以及芯片测试和封装项目承担50%的成本。 来自中国台湾和英国的晶圆厂，以及来自美国和韩国的半导体封装公司都表示有兴趣支持印度的半导体 计划。埃泽尔称："印度政府已拿出慷慨激励措施吸引半导体制造商"，但他强调"这类投资不可能永远 持续"。 漫漫长路 智通财经APP注意到，印度志在成为全球芯片产业的重要参与者，但面临的挑战十分严峻：行业竞争激 烈，且在先进芯片制造竞赛中印度属于后来者。 2022年，当美国限制向中国出口先进人工智能芯片以遏制北京获取尖端技术时，全球半导体自主竞赛拉 开序幕。这对印度而言是一个机遇：该国希望减少对进口的依赖，为战略领域保障芯片供应，并从转移 出中国的全球电子市场中分得更大份额。 印度是全球最大的电子产品消费国之一，但本土芯片产业几乎空白，在全球供应链中扮演的角色微乎其 微。新德里政府的"半导体使命 ...

Core Viewpoint - Zhaoyi Innovation experienced a 5.30% increase in stock price on September 22, with a trading volume of 8.003 billion yuan, indicating strong market interest and activity [1] Financing Summary - On September 22, Zhaoyi Innovation had a financing buy amount of 999.1 million yuan and a financing repayment of 1.006 billion yuan, resulting in a net financing outflow of 14.1693 million yuan [1] - As of September 22, the total financing and securities lending balance for Zhaoyi Innovation was 4.850 billion yuan, with the financing balance of 4.839 billion yuan accounting for 3.72% of the circulating market value, which is above the 90th percentile of the past year [1] - The company had a securities lending repayment of 7,300 shares and a securities lending sell of 11,600 shares on the same day, with a sell amount of 2.2621 million yuan, indicating high activity in the securities lending market [1] Business Performance - For the first half of 2025, Zhaoyi Innovation reported a revenue of 4.150 billion yuan, representing a year-on-year growth of 15.00%, and a net profit attributable to shareholders of 575 million yuan, reflecting an 11.31% increase [2] - The company's main business revenue composition includes storage chips (68.55%), microcontrollers (23.11%), sensors (4.65%), analog products (3.67%), and technical services and other income (0.02%) [1] Shareholder Information - As of June 30, 2025, Zhaoyi Innovation had 137,800 shareholders, a decrease of 5.62% from the previous period, while the average circulating shares per person increased by 6.07% to 4,818 shares [2] - The company has distributed a total of 1.948 billion yuan in dividends since its A-share listing, with 639 million yuan distributed in the last three years [3] - Notable institutional shareholders include Hong Kong Central Clearing Limited, which holds 40.6418 million shares, and several ETFs that have increased their holdings, indicating growing institutional interest [3]

Group 1 - The core viewpoint of the news is that兆易创新 (GigaDevice) has seen a stock price increase of 5.3%, reaching 196.49 yuan per share, with a trading volume of 5.841 billion yuan and a turnover rate of 4.55%, resulting in a total market capitalization of 130.924 billion yuan [1] - GigaDevice was established on April 6, 2005, and went public on August 18, 2016. The company specializes in the research, sales, and technical support of integrated circuit memory chips [1] - The main revenue composition of GigaDevice includes memory chips (68.55%), microcontrollers (23.11%), sensors (4.65%), analog products (3.67%), and technical services and other income (0.02%) [1] Group 2 - From the perspective of fund holdings,国融基金 (Guorong Fund) has a fund that heavily invests in GigaDevice. The Guorong Rongxing Mixed A Fund (007875) held 600 shares in the second quarter, accounting for 2.56% of the fund's net value, making it the fifth-largest holding [2] - The Guorong Rongxing Mixed A Fund was established on November 5, 2019, with a latest scale of 1.6305 million. Year-to-date, it has experienced a loss of 1.52%, ranking 8108 out of 8172 in its category; over the past year, it has gained 5.14%, ranking 7558 out of 7980; since inception, it has lost 35.37% [2] Group 3 - The fund managers of Guorong Rongxing Mixed A Fund are 贾雨璇 (Jia Yuxuan) and 顾喆彬 (Gu Zhebin). As of the report, Jia Yuxuan has a tenure of 3 years and 320 days, managing a total fund size of 539 million yuan, with the best return during the tenure being 5.38% and the worst being -53.2% [3] - Gu Zhebin has a tenure of 3 years and 270 days, managing a total fund size of 1.559 billion yuan, with the best return during the tenure being 7.71% and the worst being -0.15% [3]

Group 1 - The core viewpoint of the news highlights the significant stock performance and financial metrics of Zhaoyi Innovation, with a year-to-date stock price increase of 83.21% and a recent trading volume of 18.18 billion yuan [1][2] - As of June 30, 2025, Zhaoyi Innovation reported a revenue of 4.15 billion yuan, representing a year-on-year growth of 15.00%, and a net profit attributable to shareholders of 575 million yuan, up 11.31% [2] - The company has a diverse revenue structure, with storage chips accounting for 68.55% of total revenue, microcontrollers at 23.11%, and other products making up the remainder [1] Group 2 - Zhaoyi Innovation has a total market capitalization of approximately 129.97 billion yuan, with a trading price of 195.05 yuan per share [1] - The company has distributed a total of 1.948 billion yuan in dividends since its A-share listing, with 639 million yuan distributed in the last three years [3] - Institutional holdings show an increase in shares among major shareholders, with Hong Kong Central Clearing Limited being the second-largest shareholder, holding 40.64 million shares [3]

Core Viewpoint - Zhaoyi Innovation has experienced a continuous stock price increase, with a 21.53% rise over the last four days, indicating strong market interest and potential investor confidence [1] Company Overview - Zhaoyi Innovation Technology Group Co., Ltd. is based in Beijing and was established on April 6, 2005, with its IPO on August 18, 2016 [1] - The company specializes in the research, sales, and technical support of integrated circuit storage chips, with revenue breakdown as follows: storage chips 68.55%, microcontrollers 23.11%, sensors 4.65%, analog products 3.67%, and technical services and other income 0.02% [1] Stock Performance - As of September 15, Zhaoyi Innovation's stock price is 190.99 CNY per share, with a trading volume of 9.47 billion CNY and a turnover rate of 7.44%, leading to a total market capitalization of 127.26 billion CNY [1] - The stock has seen a cumulative increase of 21.53% over the past four days [1] Major Shareholders - Huatai-PB Fund's Huatai-PB CSI 300 ETF (510300) is among the top ten circulating shareholders of Zhaoyi Innovation, having increased its holdings by 919,000 shares in Q2, totaling 11.81 million shares, which represents 1.78% of the circulating shares [2] - The ETF has generated an estimated floating profit of approximately 9.21 million CNY today and around 400 million CNY during the four-day increase [2] Fund Performance - The Huatai-PB CSI 300 ETF (510300) was established on May 4, 2012, with a current scale of 374.70 billion CNY and a year-to-date return of 17.4%, ranking 2890 out of 4223 in its category [2] - Over the past year, the fund has achieved a return of 45.76%, ranking 2283 out of 3803, and since inception, it has returned 110.07% [2] Fund Manager Information - The fund manager of Huatai-PB CSI 300 ETF is Liu Jun, who has a tenure of 16 years and 108 days, managing assets totaling 466.97 billion CNY [3] - Liu Jun's best fund return during his tenure is 136.72%, while the worst is -45.64% [3] Top Holdings - The Huatai-PB Fund has Zhaoyi Innovation as one of its top ten holdings, with the IoT fund (516330) reducing its position by 10,300 shares, holding 4,440 shares, which constitutes 4.22% of the fund's net value [4] - The IoT fund has generated an estimated floating profit of about 3,463.20 CNY today and approximately 150,200 CNY during the four-day increase [4] Additional Fund Manager Information - The fund manager of the IoT fund is Li Qian, who has a tenure of 5 years and 317 days, managing assets totaling 39.35 billion CNY [5] - Li Qian's best fund return during her tenure is 104.7%, while the worst is -18.35% [5]

Group 1 - The core viewpoint of the news is that兆易创新 has experienced a significant stock price increase, with a 21.53% rise over the past four days, reaching a price of 190.99 yuan per share and a total market capitalization of 127.26 billion yuan [1] - 兆易创新's main business involves the research, sales, and technical support of integrated circuit storage chips, with revenue composition being 68.55% from storage chips, 23.11% from microcontrollers, 4.65% from sensors, 3.67% from analog products, and 0.02% from technical services and other income [1] - The stock has a trading volume of 9.47 billion yuan and a turnover rate of 7.44% [1] Group 2 - HSBC Jintrust Fund holds a significant position in 兆易创新, with its科技先锋股票 fund maintaining 188,000 shares, representing 6.62% of the fund's net value, ranking as the fifth-largest holding [2] - The fund has generated a floating profit of approximately 146,600 yuan today and 6.36 million yuan during the four-day price increase [2] - The科技先锋股票 fund has achieved a year-to-date return of 66.05%, ranking 133 out of 4,223 in its category, and a one-year return of 118.93%, ranking 151 out of 3,803 [2] Group 3 - The fund manager of HSBC Jintrust's科技先锋股票 is Chen Ping, who has been in the position for 10 years and 56 days, with the fund's total asset size being 359 million yuan [3] - During Chen Ping's tenure, the best fund return was 77.43%, while the worst return was -29.93% [3]

Group 1 - Shanghai Xianji Semiconductor Technology Co., Ltd. has completed a B+ round of financing, with the amount undisclosed [1][2] - Investors in this round include Rease Intelligent, China Mobile Innovation, Pudong Venture Capital Group, Zhangjiang Science Investment, Zhang Kefei Kun, and Yuanhe Holdings [1][2] - Xianji Semiconductor focuses on developing high-performance embedded solutions, covering microcontrollers, microprocessors, and supporting peripheral chips, along with development tools and ecosystems [2] Group 2 - The company aims to collaborate with several world-renowned wafer foundries, packaging and testing factories, and other strategic partners to advance technological innovation in the semiconductor fields such as IoT, industrial automation, and consumer electronics [2]