JINZI HAM(SZ:002515) 证券时报·2025-09-22 15:28Core Viewpoint - The article discusses the cross-industry investment by Jinzi Ham, highlighting its strategic move to invest in the AI and optical communication sectors through its subsidiary, aiming to leverage market opportunities and enhance future business performance [1][4]. Investment Details - Jinzi Ham's subsidiary, Fujian Jinzi Semiconductor Co., Ltd., plans to invest up to 300 million RMB to acquire no more than 20% equity in Zhongsheng Microelectronics (Hangzhou) Co., Ltd. through capital increase [1][4]. - The investment will occur in two rounds, with the final amount and shareholding ratio to be determined after due diligence and negotiations [4][6]. Company Background - Zhongsheng Micro was founded in 2019 by core R&D personnel from U.S. optical communication chip design companies and has been recognized as a "future unicorn" in China for 2024 and 2025 [4][5]. - The company specializes in the R&D and design of high-speed optical module core chips, including TIA and Driver chips, which are essential for applications in AI, cloud computing, and telecommunications [5][6]. Financial Performance - Jinzi Ham reported a revenue of 170 million RMB in the first half of the year, a decrease of 14.73% year-on-year, with a net profit of approximately 22.92 million RMB, down 25.11% from the previous year [6][7]. - The company aims to address the slow growth in its main business by diversifying its investment channels to enhance overall performance and provide better returns to investors [7]. Strategic Rationale - The investment aligns with the company's long-term strategy to utilize idle funds effectively and adapt to the trends of the digital economy, potentially improving future business opportunities [7].