研報掘金丨湘財證券:首予兆易創新“買入”評級,DRAM產品打開成長空間
湘財證券研報指出,SPI Nor Flash新品強化兆易創新行業龍頭地位,DRAM產品打開成長空間。公司是國內領先的Fabless 芯片設計企業,已形成存儲、MCU與模擬+傳感器三大核心業務,產品廣泛佈局於汽車、工控、消費電子、物聯網、AI終端等下游。2024 年存儲領域營收佔比約為70%。預計2024年至2029年中國MCU市場將從78億美元增長至127億美元,年複合增速達10.3%,本土替代空間廣闊。終端市場需求穩步上行疊加車規、人工智能應用等領域高毛利新品出貨,驅動公司業績上行,成長空間廣闊。首次覆蓋,給與公司“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.