Changes in Hong Kong stocks | Mega Easy Innovation (03986) rose more than 4%, related transaction quotas rapidly expanded, institutions are optimistic about the certainty of the company's growth

The Zhitong Finance App learned that Mega Easy Innovation (03986) rose by more than 4%. As of press release, it had risen 4.02% to HK$466.2, with a turnover of HK$429 million.

According to the news, Changjiang Securities believes that the company NOR Flash continues to expand its business scale and market share, benefiting from the exit of the original overseas factory, significant improvements in the competitive pattern of niche DRAM and 2D NAND, and the product is in a continuous short supply cycle; while SLC NAND Flash further increases the share of 24nm process nodes and DRAM continuously supplements the product matrix, the market share continues to rise. Customized DRAM continues to gain strength, and MCU is gaining strength in many downstream fields.

It is worth mentioning that Zhaoyi Innovation announced last night that it will raise the estimated amount of daily related transactions with Changxin Group in 2026 from 5.711 billion yuan to 7.854 billion yuan, and the DRAM procurement contract amount is expected to reach 4.411 billion yuan from January to April 2027. The four-month related transaction limit alone already exceeds the company's revenue for the first quarter of 2026, which is equivalent to nearly half of the total revenue for 2025. The company attributed the large increase in related transaction amounts to the rise in OEM prices for DRAM products along with market conditions; and the company successively launched new products for niche DRAM and customized storage projects.