Nvidia(US:NVDA) Zheng Quan Shi Bao Wang·2025-07-15 12:00Group 1 - Nvidia has resumed the supply of H20 chips specifically for the Chinese market, launching new fully compatible GPU products [1][2] - The stock prices of several companies in the A-share Nvidia concept sector surged following the announcement, with notable increases in companies like China Electric Power (涨停) and Zhongji Xuchuang (up 16.58%) [1] - Nvidia's CEO highlighted the importance of the Chinese market for innovation and AI research, emphasizing the necessity for American companies to establish a presence in China [2] Group 2 - Nvidia's H20 chip was previously banned in April due to national security concerns, which was estimated to result in a loss of $13.5 billion in revenue over two quarters and a potential loss of up to $50 billion in the Chinese computing market [3] - Following the lifting of the ban, Nvidia's market capitalization reached a record high of over $4 trillion, with a stock price increase of approximately 4.32% on July 15 [3] Group 3 - Huakong Technology, a strategic partner of Nvidia, experienced a significant stock price increase of 8.2% following the H20 GPU ban lift, with a cumulative rebound of 57% since April [5] - The company expects to achieve a revenue of 83 to 84 billion yuan for the first half of the year, representing a year-on-year growth of 110.7% to 113.2% [6] Group 4 - Other companies also reported strong performance driven by AI demand, such as Industrial Fulian, which anticipates a net profit increase of 36.84% to 39.12% for the first half of 2025 [7] - New Yi Sheng expects a net profit of 3.7 to 4.2 billion yuan for the first half of the year, reflecting a year-on-year growth of 327.68% to 385.47% [8]