押中摩尔线程、沐曦股份，688332业绩大增超三倍

Core Viewpoint - The entry of major high-tech companies into the A-share market has significantly benefited their "shadow stocks," leading to substantial profit increases for companies like Zhongke Lanyun. Group 1: Company Performance - Zhongke Lanyun (688332) expects a net profit attributable to shareholders of 1.4 billion to 1.43 billion yuan for 2025, an increase of 1.1 billion to 1.13 billion yuan compared to the previous year, representing a year-on-year growth of 366.51% to 376.51% [2] - The company attributes this significant profit increase to strategic investments in high-growth areas such as GPUs and advanced packaging testing, alongside substantial fair value changes from investments in major GPU leaders [2] - The company's core business is projected to see a slight decline in 2025, with expected revenue of 1.83 billion to 1.85 billion yuan, an increase of only 10.96 million to 30.96 million yuan, or 0.60% to 1.70% year-on-year [4] Group 2: Investment Holdings - Zhongke Lanyun directly holds 1.3404 million shares of Moer Thread, accounting for 0.29% of its total share capital post-IPO, and indirectly holds 670,100 shares through a venture capital fund, totaling 0.43% [2] - The company also directly holds 854,300 shares of Muxi Co., representing 0.21% of its total share capital post-IPO [2] - Moer Thread, known as the "first domestic GPU stock," saw its stock price open at 650 yuan per share on its debut, rising by 468.78%, and reached a market capitalization of 440 billion yuan at its peak [3]