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逆势大涨 赛力斯股价创历史新高!大盘跌了 持股过节安全吗?机构分析

Group 1 - The automotive sector in A-shares showed strong performance, driven by the surge in shares of Seres, with stocks like Shuguang and Wanxiang Qianchao hitting the daily limit [1][2] - On September 26, Seres' stock price reached a historical high, with a market capitalization exceeding 260 billion yuan, closing at 157.22 yuan per share, up 5.77% [2] - Seres announced it received approval from the China Securities Regulatory Commission for an overseas listing, planning to issue up to 331.48 million shares [3] Group 2 - The launch of the new Aito M7 model by Seres on September 23 received a positive market response, with pre-orders exceeding 230,000 units by the launch date, contributing to the stock price increase [4] - Despite reaching a new high, Seres' year-to-date increase is less than 20%, but it has seen significant growth in 2023 and 2024, with stock price increases of 90.55% and 75.48% respectively [4] - Financial performance shows Seres incurred losses of 1.82 billion yuan in 2021, 3.83 billion yuan in 2022, and 2.45 billion yuan in 2023, but is projected to achieve a revenue of 145.2 billion yuan in 2024, a 305.5% increase, and a net profit of 5.95 billion yuan [4] Group 3 - The semiconductor company Cambricon reported a significant revenue increase of 4,347.82% year-on-year in the first half of the year, achieving 2.88 billion yuan, marking its first positive net profit since 2017 [5] - Analysts suggest that Seres is well-positioned in the high-end smart electric vehicle market, with expectations for continued growth driven by new product launches and strong R&D investment [5] - The overall market sentiment is cautious ahead of the National Day holiday, with a noted decrease in trading volume and a focus on large-cap technology stocks [6][7]