Cambricon(SH:688256) Zhong Guo Ji Jin Bao·2025-09-02 23:04Core Insights - Investor Zhang Jianping has gained significant attention in the market due to his successful investments in the AI and robotics sectors, with a total holding value of 5.096 billion yuan across nine A-share listed companies as of June 30 this year [1][2]. Group 1: Investment Focus - Zhang Jianping has heavily invested in the AI industry chain, robotics, and new energy sectors, with notable stock purchases in companies like Zhejiang Rongtai, Longxi Co., and Rongtai Co. [1][2]. - The stock prices of several companies in which Zhang has invested have surged, with some stocks showing increases of over 200% and 100% year-to-date [1]. Group 2: Stock Performance - Zhejiang Rongtai, a leader in the field of new energy and humanoid robots, has seen its stock price increase by over 287% this year, with a nearly 87% rise in the third quarter alone [3]. - Rongtai Co. has also made strategic acquisitions to enter the core components market for humanoid robots, further enhancing its growth potential [3]. - Zhang Jianping's investment in Rongtai includes 10.00% increase on September 2, with a holding value of 5.05 billion yuan [2]. Group 3: Other Notable Investments - Zhang Jianping purchased 4.67 million shares of Rongtai Co., with a holding value of 2.06 billion yuan, and the stock has increased by over 168% this year [5]. - Longxi Co., in which Zhang holds 5.21 million shares valued at 1.26 billion yuan, has also seen a stock price increase of approximately 196% this year [7]. - Zhang's investment in Ningbo Huaxiang, with 6.16 million shares valued at 1.13 billion yuan, has resulted in a stock price increase of around 139% year-to-date [8]. Group 4: AI Sector Investments - Zhang Jianping's significant investment in Cambricon Technologies, a leading domestic AI computing chip company, has been a highlight of his investment strategy, with a holding value of 3.661 billion yuan [14][15]. - Cambricon's stock price has experienced a strong rebound, increasing by 196.81% in a short period, driven by its impressive financial performance, including a revenue increase of 4347.82% year-on-year [17]. - Zhang also invested in Huibo Yuntong, acquiring 3.87 million shares valued at 1.67 billion yuan, with the stock showing a year-to-date increase of approximately 155% [17].