Zheng Quan Shi Bao·2025-08-13 05:51Group 1 - Nvidia announced the resumption of supply for the H20 chip specifically for the Chinese market, along with the launch of a new fully compatible GPU product, the NVIDIA RTX PRO GPU [1][2] - The Chinese market is expected to be significant for Nvidia, with potential losses of up to $50 billion due to previous sales restrictions [2] - Nvidia's stock price rebounded after a decline in April, reaching a market capitalization of over $4 trillion by July 9, with a 4.32% increase noted on July 15 [2] Group 2 - Huaxin Technology, a strategic partner of Nvidia, projected a revenue of 83 to 84 billion yuan for the first half of the year, reflecting a year-on-year growth of 110.7% to 113.2% [3] - The company attributes its growth to the ongoing digital transformation and the explosion of artificial intelligence, positively impacting various sectors [3] - Huaxin Technology has established a dual supply system with core bases in China and overseas, with about 50% of its business coming from international markets [3] Group 3 - Industrial Fulian expects a net profit of 11.96 to 12.16 billion yuan for the first half of 2025, marking a year-on-year increase of 36.84% to 39.12% [4] - The company's significant growth is driven by the surge in AI-related business, with AI server revenue increasing by over 60% year-on-year [4] - The demand for high-speed products and AI-related investments has led to substantial revenue growth in the optical module industry [5] Group 4 - New Yisheng anticipates a net profit of 3.7 to 4.2 billion yuan for the first half of the year, representing a year-on-year increase of 327.68% to 385.47% [5] - The company attributes its growth to the continuous increase in AI-related computing investments and product structure optimization [5] - Guangxun Technology expects a net profit of 323 to 407 million yuan for the first half of the year, reflecting a growth of 55% to 95% year-on-year [5]