章建平加仓，浮盈数十亿元！寒武纪连续四个季度盈利

Core Viewpoint - Cambricon Technologies reported impressive third-quarter results, achieving significant revenue and profit growth, indicating a strong market position and operational efficiency [1][2][3]. Financial Performance - For the first three quarters of 2025, Cambricon achieved revenue of 4.607 billion yuan, a year-on-year increase of 2386.38% [1][2]. - The net profit attributable to shareholders was 1.605 billion yuan, compared to a loss of 725 million yuan in the same period last year [1][2]. - In the third quarter alone, revenue reached 1.727 billion yuan, up 1332.52% year-on-year, with a net profit of 567 million yuan, marking a turnaround from losses [2][3]. - Basic earnings per share for the reporting period were 1.35 yuan, with a year-to-date figure of 3.85 yuan per share [2]. - The weighted average return on equity reached 25.21%, an increase of 38.69 percentage points compared to the previous year [2]. Market Position and Growth Drivers - The revenue growth is attributed to the company's continuous market expansion and support for the implementation of artificial intelligence applications [2][3]. - Cambricon's AI computing chip technology has gained recognition across various sectors, including telecommunications, finance, and the internet, leading to large-scale deployments [3]. - The company has established a strong connection with mainstream domestic models, enhancing its order potential and market share [3]. Shareholder Activity - Notably, prominent investor Zhang Jianping increased his holdings in Cambricon by 320,000 shares during the third quarter, raising his stake from 1.46% to 1.53% [1][4]. - Zhang Jianping's investment in Cambricon has resulted in significant unrealized gains, with his holdings valued at approximately 8.489 billion yuan as of the end of the third quarter [5]. - Despite Zhang's increased investment, some passive funds have reduced their stakes in the company, indicating mixed market sentiment among different investor types [5].