半年浮盈5.61亿元！四川国有股权基金精准押注AI赛道！同日两家参股企业上市→

Core Insights - In early 2026, the Sichuan state-owned equity investment fund system achieved significant success in the capital market with the IPOs of two AI industry chain companies, TianShuZhiXin and ZhiPu, resulting in a combined paper profit of 561 million yuan [1]. Group 1: TianShuZhiXin - TianShuZhiXin, a leading GPU chip and AI computing solution provider, went public on January 8, 2026, with its stock price rising by 10.97% on the following day, reaching a market capitalization of 44.251 billion HKD [3]. - The company, established in 2015, is the first in China to achieve mass production of general-purpose GPU chips, utilizing advanced 7nm technology, which is crucial for AI applications [5]. - Prior to its IPO, Sichuan state-owned funds invested a total of 100 million yuan in TianShuZhiXin, resulting in a paper profit of 15.4 million yuan post-IPO [6]. Group 2: ZhiPu - ZhiPu, another AI-focused company, also listed on the same day, was founded in 2019 and aims to achieve general artificial intelligence (AGI) through its comprehensive R&D capabilities [9]. - The company completed eight rounds of financing before its IPO, raising a total of 8.364 billion yuan, with significant investments from major firms and state-owned capital [9]. - Following its IPO, the Chengdu High-tech Investment Group's fund, which invested 300 million yuan, saw its stake in ZhiPu valued at approximately 789 million HKD, yielding a paper profit of 40.7 million yuan [9]. Group 3: Investment Strategy and Impact - The successful investments in both companies highlight the Sichuan state-owned equity investment fund's strategic foresight and professional execution in the competitive hard technology investment landscape [11]. - Sichuan Xingchuan, the management company for the investment funds, plays a dual role as a financial investor and a facilitator for regional industrial empowerment and collaboration [14]. - The investments are aligned with national strategies and industry trends, aiming to foster the development of hard technology enterprises and contribute to regional economic growth [16].