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 ...

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]

Core Viewpoint - Zhaoyi Innovation's stock price increased by 5.02% to 169.38 CNY per share, with a trading volume of 3.541 billion CNY and a market capitalization of 112.861 billion CNY as of September 11 [1] Company Overview - Zhaoyi Innovation Technology Group Co., Ltd. is located in Beijing and was established on April 6, 2005, with its listing date on August 18, 2016 [1] - The company's main business involves the research, sales, and technical support of integrated circuit storage chips, with revenue composition 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] Shareholder Information - Huatai-PB Fund's Huatai-PB CSI 300 ETF (510300) increased its holdings by 911,900 shares in Q2, now holding 11.8091 million shares, representing 1.78% of the circulating shares [2] - The estimated floating profit from this investment is approximately 95.5356 million CNY [2] - The fund was established on May 4, 2012, with a current scale of 374.704 billion CNY, yielding 15.39% year-to-date and 42.25% over the past year [2] Fund Manager Performance - The fund manager of Huatai-PB CSI 300 ETF is Liu Jun, who has been in the position for 16 years and 104 days, managing assets totaling 466.972 billion CNY [3] - The best fund return during Liu Jun's tenure is 138.1%, while the worst return is -45.64% [3] Top Holdings - Huatai-PB Fund's IoT (516330) reduced its holdings by 10,300 shares in Q2, now holding 4,440 shares, which accounts for 4.22% of the fund's net value [4] - The estimated floating profit from this investment is about 35,900 CNY [4] - The IoT fund was established on March 31, 2021, with a current scale of 133.174 million CNY, yielding 26.37% year-to-date and 68.35% over the past year [4] Fund Manager of IoT - The fund manager of IoT is Li Qian, who has been in the position for 5 years and 313 days, managing assets totaling 39.351 billion CNY [5] - The best fund return during Li Qian's tenure is 109.08%, while the worst return is -18.35% [5]

Core Viewpoint - Zhaoyi Innovation's stock has shown significant growth this year, with a year-to-date increase of 54.60% and a recent surge in trading activity, indicating strong market interest and potential investment opportunities [1][2]. Company Overview - Zhaoyi Innovation Technology Group Co., Ltd. specializes in the research, sales, and technical support of integrated circuit storage chips, with its main revenue sources being storage chips (68.55%), microcontrollers (23.11%), sensors (4.65%), analog products (3.67%), and other technical services (0.02%) [1]. - The company was established on April 6, 2005, and went public on August 18, 2016 [1]. Financial Performance - For the first half of 2025, Zhaoyi Innovation reported a revenue of 4.15 billion yuan, reflecting a year-on-year growth of 15.00%, and a net profit attributable to shareholders of 575 million yuan, up 11.31% from the previous year [2]. - The company has distributed a total of 1.948 billion yuan in dividends since its A-share listing, with 639 million yuan distributed over the last three years [3]. Shareholder Structure - As of June 30, 2025, Zhaoyi Innovation had 137,800 shareholders, a decrease of 5.62% from the previous period, with an average of 4,818 circulating shares per shareholder, an increase of 6.07% [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 40.6418 million shares, and several ETFs, indicating a diversified institutional interest in the company [3].

Group 1: Oat Technology - The company has expanded its IMU testing equipment to FT equipment, achieving industry-leading technical standards and is currently in the sample testing phase [1] - The company emphasizes shareholder returns through cash dividends and plans to scientifically formulate funding plans considering financial status, market environment, and long-term development needs [1] - The certification cycle for semiconductor testing equipment is approximately 6 to 12 months [1] Group 2: Jingwang Electronics - In the first half of 2025, the company achieved revenue of 7.095 billion yuan, a year-on-year increase of 20.93%, while net profit attributable to shareholders was 650 million yuan, a decrease of 1.06% [2] - The company is investing 5 billion yuan in the Zhuhai Jinwan base for high-end PCB capacity construction, with the Thailand base structure already completed [2] - The gross margin is under pressure due to metal material prices and new factory ramp-up but is improving quarter by quarter [2] Group 3: Core International - The recruitment market is experiencing structural changes, with high demand for specialized consultants [3] - The company's growth is driven by internal factors, including technological investment and multi-product layout [3] - The launch of the He Wa platform has seen a significant increase in offers, with expectations for improved conversion efficiency in the future [3] Group 4: Diaowei - In the first half of 2025, the company reported revenue of 306 million yuan, a year-on-year increase of 15.11%, with a gross margin of 45.49% [4] - The company has launched several analog products in the optical module field, applicable to 400G/800G/1.6T optical modules [4] - The company is expanding into AI applications across various sectors, including AI smartphones, AI PCs, and AI glasses [4]

Group 1 - The core viewpoint of the news is the performance and financial metrics of兆易创新 (GigaDevice), highlighting its stock price increase and market capitalization [1] - As of the report date, GigaDevice's stock price rose by 5.62% to 167.91 CNY per share, with a trading volume of 3.186 billion CNY and a turnover rate of 2.93%, resulting in a total market value of 111.497 billion CNY [1] - GigaDevice's main business involves the research, sales, and technical support of integrated circuit memory chips, with revenue composition as follows: 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, 德邦基金 (Debon Fund) has a significant position in GigaDevice, with its fund 德邦半导体产业混合发起式A (014319) holding 102.12 million shares, accounting for 5.26% of the fund's net value [2] - In the second quarter, 德邦半导体产业混合发起式A reduced its holdings by 88,800 shares, while the current floating profit is approximately 9.1193 million CNY [2] - The fund has shown strong performance this year with a return of 53.63%, ranking 533 out of 8,254 in its category, and a one-year return of 112.82%, ranking 249 out of 8,037 [2]