12月18日，兆易创新涨5.06%，截至发稿，报212.41元/股，成交31.29亿元，换手率2.23%，总市值 1418.58亿元。 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 国泰海通中证A500指数增强A（022467）基金经理为胡崇海。 截至发稿，胡崇海累计任职时间4年5天，现任基金资产总规模136.84亿元，任职期间最佳基金回报 64.94%， 任职期间最差基金回报-0.17%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，国泰海通资管旗下1只基金重仓兆易 ...

Core Viewpoint - 兆易创新 is a leading semiconductor company in China, focusing on the research, sales, and technical support of integrated circuit storage chips, with strong financial performance and growth potential in the market [1][2]. Financial Performance - In Q3 2025, 兆易创新 reported revenue of 6.832 billion yuan, ranking 4th in the industry, surpassing the industry average of 2.912 billion yuan and the median of 1.156 billion yuan, but still behind the top competitors, 豪威集团 at 21.783 billion yuan and 江波龙 at 16.734 billion yuan [2]. - The net profit for the same period was 1.104 billion yuan, ranking 6th in the industry, above the industry average of 348 million yuan and the median of 107 million yuan, but still trailing behind 豪威集团 at 3.199 billion yuan and 海光信息 at 2.841 billion yuan [2]. Financial Ratios - As of Q3 2025, 兆易创新's debt-to-asset ratio was 11.35%, a decrease from 11.93% year-on-year, significantly lower than the industry average of 24.46%, indicating strong debt repayment capability and low financial risk [3]. - The gross profit margin for Q3 2025 was 38.59%, slightly down from 39.46% year-on-year, but still above the industry average of 36.52%, reflecting good profitability [3]. Executive Compensation - The chairman, 朱一明, received a salary of 4.7279 million yuan in 2024, an increase of 1.8422 million yuan from 2023 [4]. - The general manager, 为何卫, earned 1.4793 million yuan in 2024, up by 368,300 yuan from the previous year [4]. Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 14.31% to 157,500, while the average number of circulating A-shares held per shareholder decreased by 12.18% to 4,231.27 [5]. - Major shareholders include 香港中央结算有限公司, holding 30.2921 million shares, down by 10.3497 million shares from the previous period [5]. Market Outlook - Analysts predict significant revenue growth for 兆易创新, with projected revenues of 9.36 billion yuan, 11.55 billion yuan, and 13.75 billion yuan for 2025, 2026, and 2027 respectively, and net profits of 1.532 billion yuan, 1.951 billion yuan, and 2.445 billion yuan for the same years [5]. - The company is expected to benefit from a supply-demand gap in global storage products, with a focus on capturing one-third of the domestic niche DRAM market [6].