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港股异动 | 兆易创新(03986)盈喜后涨近6% 预期25年净利同比增长约46% AI算力加速发展显著拉动行业需求
智通财经网· 2026-01-23 01:48
Core Viewpoint - Zhaoyi Innovation (03986) experienced a nearly 6% increase in stock price following a positive earnings forecast, with a current price of HKD 315.6 and a trading volume of HKD 1.02 billion [1] Financial Projections - The company expects to achieve a net profit attributable to shareholders of approximately RMB 1.61 billion in 2025, representing an increase of about RMB 507 million or 46% year-on-year [1] - The projected net profit, excluding non-recurring gains and losses, is expected to be around RMB 1.423 billion, an increase of approximately RMB 393 million or 38% year-on-year [1] - The anticipated operating revenue for 2025 is approximately RMB 9.203 billion, reflecting an increase of about RMB 1.847 billion or 25% year-on-year [1] Growth Drivers - The company's revenue growth is attributed to multiple synergistic effects from technological innovation, industry cycle growth, and effective implementation of corporate strategy [1] - The accelerated development of AI computing power has significantly boosted demand, benefiting the company's products in the PC, server, and automotive electronics sectors [1] - The storage industry is entering a stable upward cycle, with an optimized supply-demand structure driving simultaneous increases in product prices and sales volumes [1]
兆易创新发盈喜,预期2025年净利润约16.1亿元 同比增长约46%
Zhi Tong Cai Jing· 2026-01-22 13:35
Core Viewpoint - The company, Zhaoyi Innovation, anticipates significant growth in net profit and revenue for 2025, driven by technological advancements and favorable industry conditions [1] Financial Projections - The company expects a net profit attributable to shareholders of approximately RMB 1.61 billion for 2025, an increase of about RMB 507 million, representing a growth of around 46% compared to the previous year [1] - The projected net profit, excluding non-recurring gains and losses, is expected to be around RMB 1.423 billion, an increase of approximately RMB 393 million, reflecting a growth of about 38% year-on-year [1] - The anticipated operating revenue for 2025 is around RMB 9.203 billion, which is an increase of approximately RMB 1.847 billion, indicating a growth of about 25% compared to the previous year [1] Industry and Market Dynamics - The company's revenue growth is attributed to multiple synergistic effects from technological innovation, industry cycle growth, and effective implementation of corporate strategy [1] - The accelerated development of AI computing power has significantly boosted demand, benefiting the company's products in the PC, server, and automotive electronics sectors [1] - The storage industry is entering a stable upward cycle, with an optimized supply-demand structure driving simultaneous increases in product prices and sales [1] - The company focuses on market share as a core development goal and continues to deepen its diversified product layout, which supports robust year-on-year performance growth [1]