参投摩尔线程,世纪华通浮盈超6亿元
Zheng Quan Shi Bao·2025-12-11 01:32

Core Insights - Moore Threads (688795) has successfully gone public, with its stock price experiencing significant increases, benefiting several A-share companies [1][3] Group 1: Century Huatong's Investment in Moore Threads - Century Huatong (002602) disclosed its specific holdings in Moore Threads, indicating that its wholly-owned subsidiary holds a 7.31% stake in Guosheng Capital, which owns 19.5887 million shares of Moore Threads, representing 4.90% of the pre-IPO total shares and 4.17% post-IPO [2] - The estimated impact of Century Huatong's stake in Moore Threads on its net profit for Q4 2025 is approximately 640 million yuan, accounting for 53% of the audited net profit for 2024 [2] - Century Huatong's investment in Moore Threads aligns with its strategy in the metaverse hardware ecosystem, having previously invested in leading companies in the AR display and GPU sectors [3] Group 2: Market Performance and Valuation - Moore Threads' stock surged by 425.46% on its first trading day and reached 735 yuan per share on December 10, resulting in a market capitalization of 345.5 billion yuan [3] - Century Huatong's stock has increased by over 240% this year, with a current market value of 130.5 billion yuan [4] - Other A-share companies, such as Heertai, have also invested in Moore Threads, holding 4.1051 million shares valued at approximately 3 billion yuan based on the December 10 closing price [4]