研报掘金丨首创证券：首予兆易创新“买入”评级，深耕存储芯片和微控制器

格隆汇2025-07-25

首创证券研报指出，兆易创新是一家IC设计公司，深耕存储芯片和微控制器。2024年公司存储芯片实现营51.94亿元，占总收入的70.61%；微控制器实现营收17.06亿元，占总收入的23.19%；传感器实现营收4.48亿元，占总收入的6.09%。Serial NOR Flash 公司排名全球第二，积极布局DRAM利基市场。积极扩展汽车客户，车规类NOR Flash有望延续增长。公司积极拥抱AI端侧...

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