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登顶A股后 寒武纪称股价存在脱离基本面风险
Zhong Guo Jin Rong Xin Xi Wang· 2025-08-28 14:34
Core Viewpoint - Cambricon Technologies Co., Ltd. (referred to as "Cambricon") has seen its stock price exceed 1500 yuan, becoming the "new stock king" in A-shares, with a significant increase in stock price compared to its peers and major indices [1][2] Group 1: Stock Performance - As of August 28, 2025, Cambricon's closing price reached 1587.91 yuan per share, reflecting a 133.86% increase from the closing price on July 28, 2025 [1][2] - The company's rolling price-to-earnings (P/E) ratio is 5117.75 times, and the price-to-book (P/B) ratio is 113.98 times, both significantly higher than the industry averages of 88.97 times and 5.95 times, respectively [2] Group 2: Revenue Forecast and Product Development - Cambricon projects its total revenue for 2025 to be between 5 billion yuan and 7 billion yuan, with no new product releases planned [1] Group 3: Supply Chain Risks - The company operates on a fabless model, relying on various suppliers, which poses risks to supply chain stability, especially given that some subsidiaries are on the "entity list," potentially impacting operational performance [1]
寒武纪,刚刚公告!688110,停牌核查
Zhong Guo Ji Jin Bao· 2025-08-28 12:46
寒武纪发布风险提示公告,东芯股份停牌核查 一起看看公告说了什么。 大家好,股价涨到公司"受不了",寒武纪刚刚发布公告提示风险,并且给了最新的业绩指引。 寒武纪发布风险提示公告 8月28日晚间,刚刚登上A股"股王"宝座的寒武纪,发布了股票交易风险提示公告。 公告主要有以下内容: 第一,提示风险。 公告称,8月28日收盘价相比7月28日上涨133.86%,公司股价涨幅超过大部分同行业公司股价涨幅且显著高于科创综指、科创50、上证综指等相关指数涨 幅,股票价格存在脱离当前基本面的风险,投资者参与交易可能面临较大风险。 第二,全年业绩指引。 公告显示,预计2025年全年实现营业收入50亿元至70亿元。公告称,这个数字系公司管理层的初步预测,不构成公司对任何投资者的实质承诺。 第三,公司未有新产品发布计划。 近期网上传播的关于公司新产品情况的信息,均为误导市场的不实信息。 第四,公司供应链稳定的风险。 公告称,由于集成电路整个行业链是专业化分工且技术门槛较高,加之公司及部分子公司已被列入"实体清单",将对公司供应链的稳定造成一定风险,可 能对公司经营业绩产生不利影响。 本公司董事会及全体董事保证本公告内容不存在任何虚假 ...