Core Viewpoint - The article highlights the increasing trend of listed companies in China venturing into cross-industry investments, particularly in the fields of humanoid robots and semiconductor industries, driven by the AI wave [3][4][5]. Group 1: Company Activities - Companies like Xiangrikui and Jinziham have recently made significant investments in the semiconductor sector, with Xiangrikui planning to acquire 100% of Zhangzhou Xipu Material Technology Co., Ltd. and 40% of Zhejiang Beide Pharmaceutical Co., Ltd. [3] - Jinziham announced plans to invest up to 300 million yuan in Zhongsheng Microelectronics to capitalize on opportunities in the AI and optical communication markets [3][4]. - Over 20 listed companies have announced their entry into the humanoid robot sector, while more than 10 have invested in the semiconductor industry this year [5]. Group 2: Market Reactions - Following announcements of cross-industry ventures, companies typically experience significant stock price increases. For instance, Xiangrikui's stock surged by 1083% over 16 trading days after its announcement [6]. - Tianpu Co. also saw its stock rise by 317.77% after announcing its entry into the semiconductor industry, with a total increase of 795% this year [7]. Group 3: Industry Insights - The AI revolution is driving a new wave of technological opportunities, prompting companies from various sectors, including pharmaceuticals and food, to explore cross-industry investments [4][8]. - While the trend is gaining momentum, experts caution that not all companies are suited for cross-industry ventures, and blind investments may carry potential risks [8].
上市公司“扎堆”跨界热门赛道