异动解读 | 兆易创新盘中大涨5.04%,前日跌停后超跌反弹,回购增持计划提振信心

异动解读
Aug 04

兆易创新(03986)今日盘中大幅上涨5.04%,引发市场关注。此前一个交易日,公司A股跌停收于340.74元,港股亦随之走弱,今日出现明显超跌修复行情。

消息面上,公司此前公告拟以10亿元至20亿元回购A股股份并全部注销以减少注册资本,回购价格不超过750元/股。同时,控股股东、实际控制人朱一明承诺自2026年7月29日起12个月内不以任何方式减持,并计划增持不低于10亿元。临时股东大会定于8月20日审议回购方案,回购计划对市场信心形成有力支撑。

此外,半导体板块今日整体走强,同属存储概念的澜起科技、华虹宏力等均有上涨,板块联动效应亦对兆易创新股价形成提振。

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