和而泰参股摩尔线程股价4天3板 营收累涨16倍积极投资上下游

Core Viewpoint - The upcoming IPO of Moore Threads, referred to as the "Chinese version of Nvidia," is generating significant market interest, particularly benefiting its shareholder, Heertai, whose stock price has surged in response [1][2]. Group 1: Company Overview - Heertai holds a 1.0262% stake in Moore Threads, which has a book value of 306 million yuan [2][3]. - Since its A-share market debut in 2010, Heertai has seen its revenue grow from 562 million yuan to 9.659 billion yuan from 2012 to 2024, representing an increase of over 16 times [6]. - The company's net profit has also increased from 26 million yuan to 364 million yuan during the same period, a growth of 13 times [6]. Group 2: Recent Performance - Heertai's stock price has increased approximately fivefold over the past year, rising from around 9 yuan to 55.19 yuan per share [4]. - In the first half of 2025, Heertai reported revenue of 5.446 billion yuan, a year-on-year increase of 19.21%, and a net profit of 354 million yuan, up 78.65% [6][7]. Group 3: Global Strategy and Market Position - Heertai's overseas revenue accounted for 66.24% of total revenue in the first half of 2025, amounting to 3.608 billion yuan, reflecting a year-on-year growth of 22.13% [7]. - The company has established manufacturing bases in various countries, including Vietnam, Romania, Italy, and Mexico, to support its global strategy and enhance local service capabilities [6][7].