10月9日，金字火腿涨5.08%，截至发稿，报8.06元/股，成交2.84亿元，换手率3.03%，总市值97.58亿 元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，金字火腿股份有限公司位于浙江省金华市工业园区金帆街1000号，成立日期1994年11月15 日，上市日期2010年12月3日，公司主营业务涉及从事金华火腿、火腿制品等发酵肉制品及各类低温肉 制品的研发、生产及销售。主营业务收入构成为：火腿58.94%，特色肉制品24.82%，冷链服务6.83%， 品牌肉5.98%，火腿制品1.82%，其他1.61%。 从基金十大重仓股角度 责任编辑：小浪快报 数据显示，国泰基金旗下1只基金重仓金字火腿。国泰中证2000ETF（561370）二季度持有股数4200 股，占基金净值比例为0.25%，位居第八大重仓股。根据测算，今日浮盈赚取约1638元。 国泰中证2000ETF（561370）基金经理为麻绎文、刘昉元。 截至发稿，麻绎文累计任职时间2年64天，现任基 ...

Core Viewpoint - The investment by Jinzi Ham is a strategic move to acquire up to 20% of Zhongsheng Microelectronics, a company specializing in optical communication chips, amidst the backdrop of declining traditional meat product sales and the need for diversification [1][4]. Group 1: Investment Details - Jinzi Ham's wholly-owned subsidiary plans to invest no more than 300 million yuan in Zhongsheng Microelectronics through a capital increase [1]. - The investment will occur in two rounds, with the first round of 100 million yuan based on a pre-investment valuation of 1 billion to 1.3 billion yuan, indicating a potential appreciation rate of 9710% if calculated at the lower end of the valuation [3]. Group 2: Zhongsheng Microelectronics Overview - Zhongsheng Microelectronics, established in 2019, focuses on the research and design of high-speed optical module core chips, including TIA and Driver chips, which are essential for AI computing centers, 5G/5.5G base stations, and cloud computing data centers [2]. - The company has achieved mass production testing of chips required for 400G/800G optical modules and has completed the R&D design for chips needed for 1.6T and above speed optical modules [2]. Group 3: Financial Performance and Challenges - Zhongsheng Microelectronics reported revenue of only 51.11 thousand yuan from January to July 2025, with a net loss of 20.37 million yuan, highlighting the challenges of high R&D investment and a mismatch in commercialization cycles [3]. - Jinzi Ham's traditional business has been under pressure, with a 14.73% year-on-year decline in revenue to 170 million yuan and a 25.11% drop in net profit to 22.92 million yuan in the first half of 2025 [4]. Group 4: Strategic Implications - The investment is seen as a last-ditch effort for Jinzi Ham to pivot from its declining core business, which has faced challenges from consumer upgrades and previous unsuccessful diversification attempts [4]. - The combination of traditional meat products and semiconductor technology reflects a broader trend of digital transformation in traditional industries and the capital market's enthusiasm for domestic substitution themes [5].

Group 1 - The core issue involves a consumer complaint against Jinzi Ham Co., Ltd. regarding insufficient product weight in a ham purchase made on July 14, 2025 [1] - The complaint was filed on July 21, 2025, and the consumer requested a refund and compensation for losses [1] - The complaint was resolved on July 31, 2025, either through mutual agreement or withdrawal by the complainant, with the handling department being the Jinhua Economic Development Zone Market Supervision Administration [1] Group 2 - Jinzi Ham Co., Ltd. was established on November 15, 1994, and is located in Jinhua City, Zhejiang Province [1] - The company primarily engages in the processing of agricultural and sideline food products [1] - The registered capital of Jinzi Ham Co., Ltd. is approximately 1.21 billion RMB, and the legal representative is Zheng Qingsheng [1]