Core Viewpoint - The article highlights the significant growth and strategic initiatives of Shenghong Technology, particularly in the context of the AI boom, including plans for an H-share listing in Hong Kong to enhance global competitiveness and brand recognition [1][2]. Group 1: Financial Performance - In 2024, Shenghong Technology achieved a revenue of 10.731 billion yuan, representing a year-on-year growth of 35.31%, and a net profit of 1.154 billion yuan, up 71.96% [2]. - In the first quarter of 2025, the company reported a revenue of 4.312 billion yuan, a remarkable increase of 80.31%, with a net profit of 921 million yuan, soaring by 339.22% [2]. - The company anticipates a net profit growth of no less than 30% quarter-on-quarter in Q2 2025, with a year-on-year increase exceeding 360% for the first half of 2025 [2]. Group 2: Market Position and Strategy - Shenghong Technology has successfully achieved large-scale production of AI server-related PCB products and has entered the supply chain of top global server clients [3]. - The company holds the largest market share in the AI computing card sector, with over 40% of its revenue in Q1 2025 coming from AI computing and data center-related products [2][3]. Group 3: Stock Performance - Since January 2024, the stock price of Shenghong Technology has increased by over ten times [4]. - As of July 29, the stock closed at 189.25 yuan per share, with a market capitalization of 163.3 billion yuan [5].
千亿大牛股,重磅!
天天基金网·2025-07-30 05:09