章建平又增持寒武纪了

Group 1 - The core viewpoint of the article highlights the significant revenue growth of Cambrian Technology, achieving 4.607 billion yuan in revenue for the first three quarters, a year-on-year increase of 2386.38% [1] - Cambrian's net profit for the first three quarters reached 1.605 billion yuan, marking a turnaround from losses, closely aligning with Haiguang Information's net profit of 1.961 billion yuan during the same period [1] - The company reported a substantial increase in cash reserves, totaling 5.178 billion yuan by the end of the third quarter, reflecting a year-on-year growth of 440.62% [1] Group 2 - In the third quarter alone, Cambrian generated 1.727 billion yuan in revenue, which is a year-on-year increase of 1332.52%, with a net profit of 567 million yuan [1] - The revenue surge is attributed to Cambrian's ongoing market expansion and support for the implementation of artificial intelligence applications [1] - Notably, investor Zhang Jianping increased his holdings in Cambrian by 320,200 shares in the third quarter, bringing his total holdings to 6.4065 million shares, valued at approximately 8 billion yuan based on the closing price on October 17 [1] Group 3 - According to Huaxin Securities, SMIC is rapidly developing its capacity and technology, with an expected monthly capacity of 948,000 8-inch standard logic wafers by the end of 2024 [2] - SMIC plans to add 20,000 pieces of 12-inch standard logic monthly capacity in the first half of 2025, with an annual expansion rate of approximately 50,000 pieces for the next three to five years [2] - The capacity utilization rate of SMIC is gradually improving, projected to reach 92.5% by the second quarter of 2025, an increase of 2.9 percentage points [2]