Core Viewpoint - The stock price of Moer Thread, known as the "first domestic GPU stock," experienced significant volatility, dropping nearly 20% in early trading on December 12, 2023, but has attracted market attention due to its strong performance since listing [1]. Group 1: Moer Thread's Stock Performance - As of December 12, 2023, Moer Thread's stock price fell to 820.01 yuan, a decline of 12.87%, with a market capitalization of 385.43 billion yuan [1]. - On December 11, 2023, the stock price reached 941.08 yuan, marking a 28.04% increase, with a market value approaching 450 billion yuan [1]. - The stock's fluctuations are expected to significantly impact the performance of Century Huatong, which holds shares in Moer Thread [2]. Group 2: Century Huatong's Investment in Moer Thread - Century Huatong's subsidiary holds a 7.3121% stake in a private equity fund that owns approximately 1,958,870 shares of Moer Thread, representing about 4.9% of the total shares before the IPO [3]. - The investment in Moer Thread is classified as a financial instrument measured at fair value, impacting Century Huatong's financial statements [3]. - Century Huatong's revenue and profit for the first three quarters of 2025 were the highest among all A-share gaming companies, with revenue of 27.223 billion yuan and a net profit of 4.357 billion yuan, reflecting a year-on-year growth of 141.65% [4]. Group 3: Other Companies Holding Moer Thread Shares - Multiple A-share companies, including Heertai and Yingqu Technology, hold shares in Moer Thread, with respective market values of approximately 3.9 billion yuan and 1.3 billion yuan based on the stock price of 941.08 yuan [1][7]. - Other companies, such as Zhongke Lanyun, also have direct and indirect holdings in Moer Thread, contributing to the growing interest in the stock [7]. - Companies like Donghua Software and Shenghong Technology are engaged in deep business collaborations with Moer Thread, covering various segments of the GPU industry chain [8]. Group 4: Market Trends and Future Outlook - The domestic AI chip market is expected to see a significant increase in localization rates, projected to rise from 30-40% in 2025 to 60-70% by 2030, benefiting companies in the AI chip and computing power supply chain [8]. - Several Moer Thread-related stocks have seen substantial price increases, with companies like Shenghong Technology rising over 600% and Century Huatong doubling in value [8].
A股“游戏王”世纪华通参投摩尔线程浮盈超6亿 还有哪些概念股深度合作？