本季度信息
兆易创新（股票代码：03986）公布了2026年第一季度财务报告。报告期内，公司实现营收41.88亿元，同比增长119.38%。经调整净利润（扣除非经常性损益后）为14.10亿元，较上年同期增长529.90%。经营活动产生的现金流量净额约为17.83亿元，同比增长430.91%。
业务分项
公司存储芯片产品在报告期内量价齐升，主要由于市场需求旺盛导致供不应求；微控制器产品得益于工业、消费电子及汽车等领域的需求上升，出货量显著增长，从而推动整体收入规模大幅攀升。
成本与运营效率
第一季度毛利率约为57.06%，较上年同期显著提升。公司销售费用为1.34亿元，同比有所增加；管理费用约1.74亿元，也略有上升。研发投入达到3.58亿元，较上年同期增长22.86%，占收入比重则有所下降，显示公司在收入快速增长的同时，研发投入力度持续保持。整体来看，公司在营收规模扩大的同时，有效控制了成本，进一步巩固了盈利能力。
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