LP圈来了一位豪门

Core Viewpoint - Zhongji Xuchuang Co., Ltd. has announced its investment in the Guotai Haitong Zhongji Xuchuang Industry Fund, with a total scale of 1.5 billion yuan, marking a significant move in the context of the booming AI market and the company's recent stock performance [4][9]. Fund Details - The fund, named Guotai Haitong Zhongji Xuchuang Technology Equity Investment Fund, has a total scale of 1.5 billion yuan and a duration of 8 years. Zhongji Xuchuang is the largest limited partner (LP) with a commitment of 354 million yuan, representing 23.6% of the fund [6][9]. - The fund is managed by two general partners (GPs): Guotai Junan Innovation Investment and Qianrong Capital, with Guotai Junan contributing 355 million yuan as the largest shareholder [6][9]. Investment Strategy - The fund aims to invest directly or indirectly in specific industries, including optical communication, data centers, automotive electronics, and robotics, indicating Zhongji Xuchuang's strategy to integrate industry resources and enhance its competitive edge [9][10]. - The investment is seen as a way to achieve capital appreciation and support the company's strategic development goals [10]. Historical Context - Zhongji Xuchuang has a history of engaging in LP activities, having participated in over ten funds since 2020, reflecting its strong financial position and strategy to seek growth opportunities [12][13]. - The company has experienced significant growth, with a revenue increase of 25.29% in 2022, reaching 9.642 billion yuan, and a projected revenue of 23.8 billion yuan in 2024, driven by the demand for high-speed optical modules in the AI sector [13]. Stock Performance - The stock price of Zhongji Xuchuang has surged over 200% this year, reaching a peak of 457 yuan, leading to significant cashing out by major shareholders [13][14]. - Recent announcements indicate plans for major shareholders to reduce their holdings, with one shareholder planning to cash out over 2.2 billion yuan [14].