603986 兆易创新
已收盘 04-29 15:00:00
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图解兆易创新一季报：第一季度单季净利润同比增长522.79%
证券之星 · 49分钟前
图解兆易创新一季报：第一季度单季净利润同比增长522.79%
兆易创新(03986)发布一季度业绩 归母净利润约14.61亿元 同比增长522.79%
智通财经 · 04-29 21:20
兆易创新(03986)发布一季度业绩 归母净利润约14.61亿元 同比增长522.79%
存储概念早盘逆市活跃 XL二南方海力士涨超3%兆易创新涨超2%
新浪港股 · 04-28 11:18
存储概念早盘逆市活跃 XL二南方海力士涨超3%兆易创新涨超2%
港股异动 | 存储概念逆市活跃 兆易创新(03986)涨近4% AI热潮有望推动存储需求保持高位
智通财经 · 04-28 10:44
港股异动 | 存储概念逆市活跃 兆易创新(03986)涨近4% AI热潮有望推动存储需求保持高位
港股芯片股集体走强
每日经济新闻 · 04-27 10:55
港股芯片股集体走强
DeepSeek-V4模型提振产业链情绪 芯片股全线走高 澜起科技(06809)涨14.31%
金吾财讯 · 04-27 10:28
DeepSeek-V4模型提振产业链情绪 芯片股全线走高 澜起科技(06809)涨14.31%
兆易创新将于5月29日派发末期股息每股0.8555198港元
新浪港股 · 04-27 08:23
兆易创新将于5月29日派发末期股息每股0.8555198港元
每周股票复盘：兆易创新（603986）2025年年度股东会审议通过多项重要议案
证券之星 · 04-26
每周股票复盘：兆易创新（603986）2025年年度股东会审议通过多项重要议案
兆易创新(03986)将于5月29日派发末期股息每股0.8555198港元
智通财经 · 04-24
兆易创新(03986)将于5月29日派发末期股息每股0.8555198港元
兆易创新：机器人“国产芯”如何支持机器人“大脑”与“四肢”？
全景网 · 04-24
兆易创新：机器人“国产芯”如何支持机器人“大脑”与“四肢”？
AH溢价“倒挂”四问 硬科技凭什么更贵
21世纪经济报道 · 04-24
AH溢价“倒挂”四问 硬科技凭什么更贵
港股存储概念股走强 兆易创新涨6%
每日经济新闻 · 04-23
港股存储概念股走强 兆易创新涨6%
港股概念追踪|AI算力需求持续爆发 芯片行业或掀起新一轮涨价潮（附概念股）
智通财经 · 04-23
港股概念追踪|AI算力需求持续爆发 芯片行业或掀起新一轮涨价潮（附概念股）
芯片股整体走强 爱芯元智(00600)涨8.49% 机构指光芯片产业链进入长效上行周期
金吾财讯 · 04-22
芯片股整体走强 爱芯元智(00600)涨8.49% 机构指光芯片产业链进入长效上行周期
兆易创新推出GD32F5HC系列32位通用微控制器
第一财经 · 04-22
兆易创新推出GD32F5HC系列32位通用微控制器
存储概念股盘中强势 兆易创新(03986)涨2.60% 机构指PCB及存储均处景气扩张期
金吾财讯 · 04-21
存储概念股盘中强势 兆易创新(03986)涨2.60% 机构指PCB及存储均处景气扩张期
独家！兆易创新总经理何卫这样回应大股东减持等
中金财经 · 04-17
独家！兆易创新总经理何卫这样回应大股东减持等
兆易创新(03986)股东将股票由花旗银行转入高盛(亚洲)证券 转仓市值4.52亿港元
智通财经 · 04-17
兆易创新(03986)股东将股票由花旗银行转入高盛(亚洲)证券 转仓市值4.52亿港元
存储概念股集体走强 澜起科技(06809)涨7.91%、兆易创新(03986)涨4.22%
金吾财讯 · 04-16
存储概念股集体走强 澜起科技(06809)涨7.91%、兆易创新(03986)涨4.22%
史无前例！高通联合供应链开发定制芯片：专为国产品牌打造
快科技 · 04-14
史无前例！高通联合供应链开发定制芯片：专为国产品牌打造
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公司概况
公司名称：
兆易创新科技集团股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2016-08-18
主营业务：
兆易创新科技集团股份有限公司的主营业务是存储器、微控制器、传感器和模拟芯片的研发、技术支持和销售。公司的主要产品是专用型存储器产品、微控制器产品、传感器产品、模拟产品。公司GD55LX02GE系列车规级SPINORFlash以出色的产品性能与可靠的产品质量，获得“2025汽车电子金芯奖卓越产品奖”。报告期内，公司基于24nm制程的GD5F1GM9（QSPINANDFlash）获得第二十届“中国芯”之“优秀技术创新产品”奖。
发行价格：
23.26
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03:30","pubTimestamp":1777491005,"startTime":"0","endTime":"0","summary":"证券之星消息，兆易创新2026年一季报显示，一季度公司主营收入41.88亿元，同比上升119.38%；归母净利润14.61亿元，同比上升522.79%；扣非净利润14.1亿元，同比上升529.9%；负债率8.13%，投资收益-739.69万元，财务费用9652.13万元，毛利率57.08%。财报数据概要请见下图:以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。相关 ETF","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026043000009606.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["03986","603986"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631120445","title":"兆易创新(03986)发布一季度业绩 归母净利润约14.61亿元 同比增长522.79%","url":"https://stock-news.laohu8.com/highlight/detail?id=2631120445","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631120445?lang=zh_cn&edition=full","pubTime":"2026-04-29 21:20","pubTimestamp":1777468835,"startTime":"0","endTime":"0","summary":"智通财经APP讯，兆易创新(03986)发布2026年第一季度业绩，营业收入约41.88亿元，同比增长119.38%;归属于上市公司股东的净利润约14.61亿元，同比增长522.79%;基本每股收益2.19元。公告称，营收增长主要由于公司存储芯片产品面临供不应求局面，实现量价齐升;微控制器产品得益于工业、消费电子及汽车等多领域需求的带动，出货量大幅增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1436595.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["603986","03986"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630323884","title":"存储概念早盘逆市活跃 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存储概念早盘逆市活跃，截至发稿，兆易创新（03986）上涨2.54%，报462.60港元；南方两倍做多海力士（07709）上涨3.23%，报48.58港元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-04-28/doc-inhvzmye8535988.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["603986","LU0314109678.HKD","LU0359201885.HKD","BK0132","LU2039709279.SGD","BK4585","SGXZ49509284.SGD","LU1813983027.USD","BK4588","SGXZ81163826.USD","EMXC","LU1328277881.USD","DRAM","LU1023057109.AUD","LU0359202008.SGD","BK1163","BK0125","BK0102","LU2328871848.SGD","03986","BK0214","LU2213484517.USD","LU0359201612.USD","LU1969619763.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630932887","title":"港股异动 | 存储概念逆市活跃 兆易创新(03986)涨近4% AI热潮有望推动存储需求保持高位","url":"https://stock-news.laohu8.com/highlight/detail?id=2630932887","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630932887?lang=zh_cn&edition=full","pubTime":"2026-04-28 10:44","pubTimestamp":1777344287,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，存储概念逆市活跃，截至发稿，兆易创新涨3.74%，报468港元；南方两倍做多海力士涨3.7%，报48.8港元。消息面上，周一，美股存储概念股继续火热，闪迪、美光科技、希捷科技均创下新高，延续了长期的上涨势头。根据市场调研机构Counterpoint Research的数据，受内存价格上涨推动，DRAM市场已连续两个季度实现环比30%的增长。随着海外逐步退出利基型存储市场，供需持续紧张导致价格上涨，国内利基存储公司有望深度受益。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1435063.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1969619763.USD","BK0214","BK1163","BK4588","STX","BK0132","LU1023057109.AUD","BK0125","LU2039709279.SGD","LU2213484517.USD","BK0102","BK4585","07709","LU0314109678.HKD","LU0359201885.HKD","LU1813983027.USD","SGXZ81163826.USD","03986","LU0359201612.USD","603986","LU1328277881.USD","MU","LU2328871848.SGD","SGXZ49509284.SGD","LU0359202008.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630356322","title":"港股芯片股集体走强","url":"https://stock-news.laohu8.com/highlight/detail?id=2630356322","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630356322?lang=zh_cn&edition=full","pubTime":"2026-04-27 10:55","pubTimestamp":1777258524,"startTime":"0","endTime":"0","summary":"4月27日，芯片股集体走强，截至发稿，澜起科技(06809.HK)涨14.4%，报260.6港元；中芯国际(00981.HK)涨4.95%，报25.44港元；华虹半导体(01347.HK)涨4.44%，报112.9港元；兆易创新(03986.HK)涨3.87%，报466.8港元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604273719866720.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604273719866720.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4585","603986","688981","688008","688347","01347","BK4535","06809","00981","BK4588","03986"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630558883","title":"DeepSeek-V4模型提振产业链情绪 芯片股全线走高 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08:23","pubTimestamp":1777249380,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 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硬科技凭什么更贵】圈子里广泛流传一个段子：在股东大会上，有人问宁德时代老板曾毓群“怎么看待H股比A股贵50%？”曾老板回答：“我们专门成立了团队去研究，甚至问了官方，得出两个结论：一是港股资金多经验久，A股没见过巨无霸，就像小庙没见过大猪头；二是某市场投资群体的投资偏好，不太愿意长期持股。”","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"eastmoney_highlight","url":"http://stock.eastmoney.com/news/11791,202604243716961797.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/news/11791,202604243716961797.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"eastmoney_highlight","symbols":["LU2275660780.HKD","LU2294711713.HKD","IE00B8HQ1Z84.USD","LU0359201612.USD","LU0302445910.USD","LU0516422952.EUR","603986","LU2298321311.HKD","LU1152091168.USD","LU0979878070.USD","LU1769817179.HKD","SG9999003461.SGD","LU0828237940.HKD","IE0032431581.USD","LU0072913022.USD","IE00BZ199S13.USD","LU1781817850.SGD","LU2097828631.EUR","BK4141","LU2399975544.HKD","LU0149534421.HKD","IE00B3M56506.USD","LU1720050803.USD","LU2294711473.HKD","LU0823426308.USD","LU1580142542.USD","LU2476274720.SGD","601869","BK1116","CIIHY","LU0210526637.USD","LU0828237510.HKD","LU0823437842.USD","LU1048596156.SGD","LU0164872284.USD","LU1770034418.SGD","LU1064131003.USD","LU2153592121.USD","LU0672654166.SGD","LU1039395188.USD","LU0132412106.USD","LU1303224171.USD","LU0049853897.USD","LU2045819591.USD","LU0054450605.USD","LU0235996351.USD","SG9999002828.SGD","LU1820825898.SGD","LU1023057109.AUD","BK1163","BK4588","BK4519","LU0359202008.SGD","LU0821914370.USD","LU2125910849.SGD","LU1152091754.HKD","LU0106259558.USD","LU1979443071.USD","LU0607220059.USD","LU1102505929.USD","LU0370786039.SGD","LU1064130708.USD","LU1993786604.SGD","LU0328353924.USD","BK4526","LU0449515922.USD","LU0228659784.USD","LU2477742899.HKD","LU0231483743.USD","LU2148510915.USD","LU3063872942.SGD","LU0543330483.HKD","LU2289578879.USD","LU0269904917.USD","LU1939255532.USD","LU2023250504.SGD","SG9999000459.SGD","LU1146622755.USD","LU1655091616.SGD","LU0181495838.USD","LU0011963245.USD","LU1997245094.SGD","LU2778985437.USD","LU1813983027.USD","LU0214875030.USD","LU0516423174.USD","LU0724618433.USD","SG9999001846.SGD","LU0326948709.USD","688008","LU0531971595.HKD","LU1102505762.USD","LU1917777945.USD","LU1960683339.HKD","LU2097828474.EUR","LU0594300419.USD","LU0823426480.USD","LU1515016050.SGD","LU0405327494.USD","IE0003851619.USD","LU0048388663.USD","LU1861214812.USD","LU1934453819.USD","LU2506951792.HKD","LU0107464264.USD","LU0067412154.USD","LU0611395673.USD","LU0165289439.USD","LU0828238088.HKD","LU0106252389.USD","LU0516422366.SGD","LU0516422440.USD","LU1861219969.SGD","LU1997245177.USD","LU2348774022.SGD","LU0456827905.SGD","LU2348773727.SGD","LU1255011170.USD","LU2242644610.SGD","LU0502904849.HKD","LU2039709279.SGD","SG9999001903.USD","LU2580892789.USD","LU0072462343.USD","EVS.SI","LU0143863784.USD","LU1880383366.USD","SGXZ49509284.SGD","HK0000181112.HKD","LU1242518931.SGD","LU2249611893.SGD","LU1868838027.USD","LU1831875114.USD","LU0048575426.USD","LU0261950470.USD","LU0188438112.USD","LU2097828557.USD","LU2041044095.USD","LU0405327148.USD","LU1188198961.HKD","LU2097828805.USD","LU0164865239.USD","BK0224","LU0516423091.SGD","IE00B5MMRT66.SGD","LU2476274308.USD","LU0259732245.USD","BK1610","LU0348805143.USD","LU0449509016.USD","LU1868837565.USD","LU0106959298.USD","IE00B8L5B284.USD","LU0029875118.USD","LU0047713382.USD","300750","LU0509642566.USD","LU1242518857.USD","03750","LU0326950275.SGD","LU0531970944.HKD","LU0593848301.USD","LU0650527681.SGD","LU1974910355.USD","LU1719994722.HKD","LU1051768304.USD","LU1794554557.SGD","LU0251143458.SGD","LU1769817096.USD","LU0043850808.USD","LU2449936058.SGD","LU0039217434.USD","LU2238339852.HKD","LU0463099449.HKD","SG9999001689.USD","LU0469268626.HKD","IE00B543WZ88.USD","LU2360107325.USD","LU2424517915.HKD","LU2506952337.HKD","LU0572944931.SGD","LU0505663152.USD","LU2495084118.USD","LU0501845795.SGD","IE0003795394.USD","LU1721428347.USD","SG9999002463.SGD","IE00BD6J9T35.USD","SG9999000327.SGD","LU0312595415.SGD","LU0327786744.USD","LU2506952253.HKD","LU2580892862.HKD","LU0140636845.USD","LU0314109678.HKD","LU2152927971.USD","LU2394011477.USD","LU0128522157.USD","LU2125910500.SGD","LU2360108059.USD","LU1328277881.USD","LU0823414551.USD","LU1807302812.USD","LU0871576103.HKD","LU1961090484.USD","LU1978683503.SGD","LU1880383440.USD","LU1969619763.USD","IE00BPRC5H50.USD","LU0048580855.USD","LU1997244956.HKD","LU2298322129.HKD","LU0320764755.SGD","LU1048588211.SGD","06869","LU1051769294.HKD","IE00B29SXG58.USD","LU0605514214.HKD","LU2097828714.EUR","LU2328871848.SGD","LU0455707207.USD","SGXZ81163826.USD","LU0244354667.USD","600030","LU2506952410.USD","LU1251922891.USD","LU0880133367.SGD","LU0594300179.USD","LU0359201885.HKD","03986","LU0651946864.USD","LU0651947912.USD","HK0000181138.USD",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涨19.44%，爱芯元智涨8.49%，中兴通讯涨6.32%，宏光半导体涨5.75%，英诺赛科涨5.56%，澜起科技涨4.63%，兆易创新涨3.63%，国民技术涨3.60%，ASMPT涨3.31%。东吴证券研究表示，全球AI算力基础设施的非线性增长正驱动光芯片产业链进入长效上行周期，行业景气度呈现强烈的Beta属性。而国产厂商在高端光芯片领域正加速实现技术卡位与去瓶颈，部分核心产品已具备足够成熟度，进入国内外客户规模导入商用的共振期。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1979680","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["159310","02577","BK1506","LU0359201612.USD","LU0314109678.HKD","BK1589","ASMVY","BK1216","BK1607","LU0417516571.SGD","LU1282649067.USD","603986","00522","00600","00595","LU1328277881.USD","LU0348767384.USD","BK1162","LU0348783233.USD","LU0359202008.SGD","BK1169","LU0274383008.USD","BK1149","LU0227179875.USD","LU0348766576.USD","BK1614","LU0348825331.USD","LU1813983027.USD","688008","BK4535","02701","LU1282649810.SGD","BK4585","BK1526","LU0348784397.USD","LU0384037296.USD","LU0488056044.USD","00763","LU1282649141.HKD","06809","06908","BK1163","BK4588","000063","LU2039709279.SGD","300077","LU1023057109.AUD","LU0359201885.HKD","03986","LU0648948544.HKD","LU0417516902.SGD","BK1529"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629606054","title":"兆易创新推出GD32F5HC系列32位通用微控制器","url":"https://stock-news.laohu8.com/highlight/detail?id=2629606054","media":"第一财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629606054?lang=zh_cn&edition=full","pubTime":"2026-04-22 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涨8.35%，兆易创新涨2.60%，南方两倍做多三星电子涨2.45%，澜起科技涨1.56%。据CFM最新价格显示，2026年4月，DDR5RDIMM32GB/64GB/96GB价格上涨至650美元/1220美元/1980美元。该机构认为AI算力建设方兴未艾，算力产业链中高景气细分赛道如PCB、存储等需求旺盛，同时PCB及存储均处于景气扩张周期，有望拉动上游设备及材料需求，建议关注PCB、存储等细分赛道及产业链投资机遇。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/MGY1NDA5NTM4NDQ4Mw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGY1NDA5NTM4NDQ4Mw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1979521","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0102","LU0314109678.HKD","LU0359201612.USD","603986","LU0359202008.SGD","LU0359201885.HKD","SGXZ81163826.USD","LU1328277881.USD","BK0125","06809","BK0132","BK0214","LU2039709279.SGD","BK4211","SGXZ49509284.SGD","07747","03986","LU1023057109.AUD","LU1969619763.USD","688008","07709","BK1163","LU2213484517.USD","LU2328871848.SGD","LU1813983027.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628272356","title":"独家！兆易创新总经理何卫这样回应大股东减持等","url":"https://stock-news.laohu8.com/highlight/detail?id=2628272356","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628272356?lang=zh_cn&edition=full","pubTime":"2026-04-17 17:32","pubTimestamp":1776418355,"startTime":"0","endTime":"0","summary":"4月15日，兆易创新在上证路演中心举办2025年年度业绩说明会。在此次说明会上，《证券市场周刊》就近期公司大股东推出减持计划等话题进行了提问，兆易创新副董事长、总经理何卫作了回复。 公司副董事长、总经理何卫回复称：2026年第一季度，公司所经营的存储产品均面临供应紧张局面，价格相应上涨，成本端亦有温和上行。2026年第一季度经营情况请见公司将于2026年4月30日披露的2026年一季度报告。","market":"hk","thumbnail":" http://caiji.3g.cnfol.com/colect/202604/17/20260417493276.png","type":0,"news_type":0,"thumbnails":[" 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