FII(SH:601138) Quan Jing Wang·2025-09-05 08:25Core Viewpoint - The A-share technology sector is experiencing a significant surge, with leading stocks like CATL, Industrial Fulian, BYD, and Cambricon being referred to as the "Four Kings" of A-share technology, collectively driving the sector's momentum [1] Group 1: Company Highlights - CATL, as the global leader in the power battery sector, boasts a market capitalization of 1.4 trillion, achieving breakthroughs in battery technology, including the rapid-charging battery that can provide 400 km of range in just 10 minutes [2] - Industrial Fulian, valued at 1.1 trillion, has established itself as a key player in AI computing power, leveraging its strong manufacturing capabilities and partnerships with major companies like Apple and NVIDIA [3] - BYD, with a market cap nearing 1 trillion, leads the new energy vehicle market through continuous technological innovation, including the development of the Blade Battery, which has become a benchmark in the industry [4] - Cambricon, valued at 530 billion, is a prominent player in the domestic AI chip sector, focusing on the development of high-performance chips and contributing to the establishment of a domestic computing power ecosystem [5] Group 2: Market Impact - The robust performance of these four technology giants not only generates substantial returns for investors but also plays a crucial role in advancing China's technology industry and promoting high-quality economic development [5]