【#牛散最多浮盈40多亿最少也9位数#，#牛散押宝路线图曝光#】最少浮盈过亿，最多更是浮盈数十 亿，A股最近一段时间的大涨，着实让一众"牛散们，走进了丰收季节。 赵建平押宝东芯股份（688110.SH）至少浮盈4.2亿元。 除了章建平，还有其他多名"牛散"，也因押中热门股受到关注。 随着东芯股份股价大涨，又一位名为"建平"的牛散现身，只是此人姓赵。根据Wind数据，二季度，赵 建平大举建仓东芯股份，持有数量达513万股；另一自然人赵吉亦买入300万股。网络消息称，赵吉是赵 建平的女儿。两人合计持有东芯股份813万股，合计持股比例接近2%。 随着上市公司中报披露收官，牛散们的"押宝"路线图也进一步清晰。如广为人知的章建平，去年四季度 便已进入寒武纪前十大股东之列，今年一季度加仓后，截至6月底的持股数量，达到608.63万股，而寒 武纪自去年10月以来股价大涨385.89%。即便在最高点建仓，若持股至今，章建平至少浮盈42亿元左 右。 除了寒武纪，章建平还出现在其他8只个股的十大流通股东之列，其中在二季度新进7只个股，自4月1日 以来均涨势不俗，多只股票涨幅超过100%。 与章建平一样，还有多位"牛散"也押中了热 ...

赵建平押宝东芯股份（688110.SH）至少浮盈4.2亿元。 随着上市公司中报披露收官，牛散们的"押宝"路线图也进一步清晰。如广为人知的章建平，去年四季度 便已进入寒武纪前十大股东之列，今年一季度加仓后，截至6月底的持股数量，达到608.63万股，而寒 武纪自去年10月以来股价大涨385.89%。即便在最高点建仓，若持股至今，章建平至少浮盈42亿元左 右。 除了寒武纪，章建平还出现在其他8只个股的十大流通股东之列，其中在二季度新进7只个股，自4月1日 以来均涨势不俗，多只股票涨幅超过100%。 与章建平一样，还有多位"牛散"也押中了热门股。其中，赵建平二季度大举买入东芯股份之后，7月以 来该股票大涨289.37%。另一"牛散"何明坤，已经在今年的"十倍股"上纬新材（688585.SH）潜伏了2年 多。随着该股近期大涨，何明坤收益颇丰。 牛散章建平二季度新进7只股，涨势均不俗。 最少浮盈过亿，最多更是浮盈数十亿，A股最近一段时间的大涨，着实让一众"牛散们，走进了丰收季 节。 与上述新进个股不同，章建平二季度大举减仓中坚科技（002779.SZ）273.97万股，持股降至202.65万 股，期末持有市值为1.53 ...

本报（chinatimes.net.cn）记者赵奕 上海报道 9月3日，复牌的东芯股份（688110.SH）股价一度上涨超14%。截至收盘，其股价涨幅为1.17%，报 119.38元/股，市值为528亿元。 东芯股份9月1日发布公告，拟再次向砺算科技（上海）有限公司（下称"上海砺算"）增资约2.11亿元。 此前，东芯股份曾于2024年8月向上海砺算投资2亿元。今年7月，上海砺算发布了首款GPU芯 片"7G100"系列产品，对标英伟达，受此影响，东芯股份股价持续飙升，在一个月的时间上涨超200%。 不过，目前上海砺算尚未产生营收，且处于持续亏损当中。 "东芯股份对上海砺算的再次增资，体现了其对GPU领域的长期看好以及对产业链协同效应的追求。"国 际注册创新管理师、鹿客岛科技创始人兼CEO卢克林向《华夏时报》记者表示，从行业视角来看，存储 芯片企业跨界布局GPU领域，理论上可以通过"存算协同"提升整体性能与效率，但实际操作中确实面临 诸多挑战。要实现真正的业务协同，需要技术层面的深度融合，这不仅要求双方在技术架构上有高度的 兼容性，还需要在研发团队之间建立高效的沟通与协作机制，确保技术迭代能够同步推进。 标的公司 ...

Core Viewpoint - Dongxin Co., Ltd. (688110.SH) has resumed trading with its stock price rising over 14% at one point, closing at 119.38 yuan per share, with a market capitalization of 52.8 billion yuan, following its announcement of an additional investment in Shanghai Lishuan Technology Co., Ltd. of approximately 211 million yuan [2][3] Investment and Financial Performance - Dongxin Co. plans to invest a total of about 500 million yuan in Shanghai Lishuan, with its own contribution being approximately 211 million yuan, resulting in a 35.87% stake in Lishuan after the investment [3] - Shanghai Lishuan, established in April 2022, focuses on the development of scalable GPU chips and has not yet generated revenue, reporting continuous losses of 210 million yuan and 155 million yuan for 2024 and the first seven months of 2025, respectively [3][6] - Dongxin's net profit has declined since its second year post-IPO, with losses of 306 million yuan and 167 million yuan in 2023 and 2024, respectively, and a net loss of 111 million yuan in the first half of 2025 [6][7] Strategic Outlook - The investment in Shanghai Lishuan reflects Dongxin's long-term optimism in the GPU sector and aims to enhance its integrated strategy of "storage, computing, and networking" [2][3] - The core business of Shanghai Lishuan is heavily reliant on its self-developed 7G100 GPU product, which poses risks related to market acceptance and competition [5] - Dongxin's ongoing high-level R&D investments are aimed at upgrading storage chip processes and reliability, while also expanding sales channels and brand promotion [7] Market Dynamics - The launch of Shanghai Lishuan's 7G100 GPU series has positioned it as a competitor to NVIDIA, leading to a significant stock price increase for Dongxin, which saw a cumulative rise of 207.85% from July 29 to August 28 [8][10] - The semiconductor industry is characterized by complex valuation logic, where investments in loss-making tech companies can reflect both potential future value and inherent risks [4][9]

Core Viewpoint - Dongxin Co., Ltd. has experienced a significant stock price surge, attributed to its involvement in the GPU chip sector, with a cumulative increase of 289.37% since early July 2023 [1][3]. Company Performance - Dongxin Co., Ltd. announced a stock price increase of 207.85% from July 29 to August 28, 2023, and a closing price of 119.38 CNY per share on September 3, 2023, with a total market capitalization of 52.796 billion CNY [1]. - The company reported a revenue of 343 million CNY for the first half of 2025, a year-on-year increase of 28.81%, but still recorded a net loss of 111 million CNY [4]. Investment Activities - Dongxin Co., Ltd. invested 200 million CNY in Lishan Technology (Shanghai) Co., Ltd., acquiring a 37.88% stake, which is focused on developing GPU chips [1][2]. - The first self-developed GPU chip "7G100" was launched by Lishan Technology on July 26, 2023, with plans for customer sampling and mass production [2]. Market Dynamics - Significant capital inflow into Dongxin Co., Ltd. has been observed, driven by the company's advancements in GPU technology, which has led to a rapid increase in stock price [3]. - Notable investors, including Zhao Jianping and Zhao Ji, have entered the top ten shareholders of Dongxin Co., Ltd., with substantial unrealized gains from their investments [6][7]. Competitive Landscape - The "7G100" chip is reported to be independent of third-party IP licensing, marking a significant breakthrough in domestic GPU technology [3]. - The market for the "7G100" chip includes applications in personal computers, professional design, AIPC, cloud gaming, cloud rendering, and digital twins [2].

Core Viewpoint - Dongxin Co., Ltd. (688110) has experienced a significant stock price surge, with a year-to-date increase of 379% and a 250-day cumulative increase of 589.66%, despite reporting losses in its semi-annual financial results [1][4]. Financial Performance - For the first half of 2025, Dongxin reported a total revenue of approximately 342.99 million yuan, a year-on-year increase of 28.81% [3]. - The company recorded a net loss attributable to shareholders of approximately 110.97 million yuan, which is an increase in losses compared to the previous year [4]. - The net asset value attributable to shareholders decreased by 2.29% to approximately 3.14 billion yuan, while total assets decreased by 1.49% to approximately 3.48 billion yuan [3]. Market Activity - On September 3, 2025, Dongxin's stock resumed trading after a suspension due to unusual trading fluctuations, with a closing price of 119.38 yuan per share and a trading range of 19.49% on the first day back [1][2]. - The company’s stock price performance has drawn attention as a typical example of valuation bubbles in the A-share market [4]. Strategic Developments - Dongxin has invested in the Shanghai Lishuan GPU project, which has not yet generated revenue but has sparked market interest in domestic graphics processor alternatives [2]. - The company plans to expand its focus from traditional storage chips to an integrated approach involving storage, computing, and networking [6]. Shareholder Composition - As of the mid-year report, major shareholders include Dongfang Hengxin Group with a 34.28% stake and other notable investors, indicating strong support from retail investors [5]. - Two prominent retail investors entered the top ten shareholders in the second quarter, with a combined market value of over 970 million yuan based on the stock's closing price on the resumption day [5].

沪深两市全天主力资金净流出714.26亿元，其中，科创板主力资金净流出68.08亿元，主力资金净流入的 有191只股，主力资金净流出的有395只股。 证券时报·数据宝统计显示，今日科创板个股上涨的有146只，涨停的有海博思创等1只，下跌的有440 只。 资金流向方面，今日主力资金净流入的科创板股共有191只，其中，6只个股主力资金净流入超亿元，源 杰科技主力资金净流入2.92亿元，净流入资金居首；赛诺医疗、阿特斯紧随其后，全天净流入资金分别 为2.05亿元、1.48亿元。主力资金净流出的有395只，净流出资金最多的是海光信息，该股今日下跌 3.42%，全天主力资金净流出8.05亿元，其次是澜起科技、东芯股份，主力资金净流出分别为7.50亿 元、4.74亿元。 从主力资金连续性进行观察，共有29只个股主力资金连续3个交易日以上持续净流入，连续流入天数最 多的是寒武纪，该股已连续11个交易日净流入；连续净流入天数较多的还有东微半导、海博思创等，主 力资金分别连续流入8天、8天。主力资金连续流出的个股有200只，连续流出天数最多的是宣泰医药， 该股已连续17个交易日净流出；连续净流出天数较多的还有瑞华泰、华特气体等 ...

人民财讯9月3日电，东芯股份(688110)9月3日在互动平台表示，截至目前，砺算科技已经向部分客户进 行送样，并在持续优化中，后续将继续按计划推进产品生产、销售等相关工作。 ...

格隆汇9月3日丨东芯股份(688110.SH)在投资者互动平台表示，截至目前，砺算科技已经向部分客户进 行送样，并在持续优化中，后续将继续按计划推进产品生产、销售等相关工作。 ...

Core Viewpoint - The automotive sector is experiencing significant growth, with several companies reporting record sales and increased institutional investment in their stocks. Group 1: Company Announcements and Stock Performance - Dongxin Co., Ltd. announced a stock suspension due to abnormal trading fluctuations, with a cumulative stock increase of 207.85% since July 29 [1][4] - The company plans to invest approximately 5 billion RMB in Shanghai Lishuan, acquiring about 35.87% of its equity [4] - The average stock price of automotive companies has risen by 8.47% this year, with Qianli Technology showing the highest increase of 53.86% [7] Group 2: Sales Data and Market Trends - Several new energy vehicle companies, including Xiaopeng Motors and Li Auto, reported record monthly delivery numbers in August [5] - Leap Motor achieved a delivery volume of 57,100 units in August, a year-on-year increase of over 88% [5] - Chery Group sold 242,700 vehicles in August, with exports reaching 129,500 units, marking a 32.3% year-on-year increase [6] Group 3: Institutional Investment - In the second quarter, 80% of automotive concept stocks saw increased institutional holdings, with 13 stocks showing a rise of over 1 percentage point [10] - Notable companies with increased institutional holdings include Foton Motor, Jianghuai Automobile, and China National Heavy Duty Truck [10][11] - Foton Motor's stock price increased by 11.16%, while Jianghuai Automobile's stock rose by 41.89% this year [11]