港股异动 | 兆易创新(03986)涨超4% 关联交易额度急剧扩张机构看好公司成长确定性

智通财经网14:34

智通财经APP获悉，兆易创新(03986)涨超4%，截至发稿，涨4.02%，报466.2港元，成交额4.29亿港元。

消息面上，长江证券认为，公司NOR Flash持续扩大经营规模和市场占有率，受益于海外原厂退出、利基DRAM、2D NAND 供给端竞争格局显著改善，产品处于持续供不应求周期；公司在SLC NAND Flash 进一步提升24nm 工艺制程节点占比、DRAM 不断补充产品矩阵的同时，迎来量价齐升周期、市占率持续提升，定制化DRAM 持续发力，MCU多下游领域发力。

值得一提的是，兆易创新昨晚公告，将2026年度与长鑫集团的日常关联交易预计额度由57.11亿元上调至78.54亿元，并预计2027年1—4月DRAM采购代工额度达44.11亿元。仅4个月的关联交易额度，就已超过公司2026年一季度的营收，相当于2025年全年营收的近一半。公司将关联交易额度大增归因于DRAM产品代工价格随市场行情上行；及公司陆续推出利基型DRAM和定制化存储项目新产品。

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