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靠寒武纪爆赚56亿元!超级牛散章建平,还买了哪些股票?
Mei Ri Jing Ji Xin Wen· 2025-08-28 14:17
Group 1 - On August 28, Cambrian Technology's stock price reached a high of 1595.88 yuan, closing at 1587.91 yuan, surpassing Kweichow Moutai's closing price of 1446.10 yuan by 9.8% [1][2] - This marked the first time Cambrian Technology dethroned Kweichow Moutai from its position as the "king of A-shares" [2] - The market sentiment indicates a significant shift in A-share market dynamics, as reflected by Cambrian's stock performance [2] Group 2 - Investor Zhang Jianping, known as "Zhang the Leader," holds 608.63 million shares of Cambrian Technology, with a total cost estimated around 40 billion yuan [3][5] - On August 28 alone, Zhang's unrealized gains from Cambrian exceeded 1.3 billion yuan, potentially setting a record for single-day gains in a single stock [4][6] - Zhang Jianping's investment strategy includes early positioning and trend trading, which has contributed to his success in the market [6] Group 3 - Zhang Jianping has also invested in four new companies: Huibo Yuntong, Ningbo Huaxiang, Longxi Co., and Changyang Technology, with varying performance in the market [7][8][9][10][11] - Huibo Yuntong has seen a 137% increase this year, focusing on financial technology solutions [8] - Ningbo Huaxiang has risen by 104%, with significant developments in humanoid robotics [9] - Longxi Co. has increased by 147%, specializing in technologies for humanoid robots [10] - Changyang Technology has shown over 40% growth, focusing on high-performance polymer films [11]
靠寒武纪爆赚56亿元!超级牛散章建平,还买了哪些股票?|股市会·牛散记
Mei Ri Jing Ji Xin Wen· 2025-08-28 11:01
Core Viewpoint - The stock price of Cambrian Biologics reached a record high of 1587.91 yuan, surpassing Kweichow Moutai by 9.8%, marking a significant shift in the A-share market dynamics [1][2][3]. Stock Performance - On August 28, Cambrian Biologics' stock price peaked at 1595.88 yuan, closing at 1587.91 yuan, with a daily increase of 215.81 yuan or 15.73% [1][6]. - Kweichow Moutai, previously the "king" of A-shares, was dethroned by Cambrian Biologics [3]. Investor Insights - Notable investor Zhang Jianping, known as "Zhang the Leader," has gained significant attention due to his heavy investment in Cambrian Biologics, with a single-day profit exceeding 1.3 billion yuan [5][7]. - Zhang Jianping's total investment cost in Cambrian Biologics is estimated at around 4 billion yuan, with a current market value of approximately 9.66 billion yuan, resulting in a profit of about 5.66 billion yuan over four months [7][8]. Shareholding Structure - As of the latest report, Zhang Jianping holds 6.086 million shares of Cambrian Biologics, representing 1.46% of the total shares [6]. - The top shareholders include Chen Dashi with 28.63% and Beijing Zhongke Suanyuan Asset Management Co., Ltd. with 15.73% [6]. Other Investments by Zhang Jianping - Zhang Jianping has also invested in six other companies, with significant gains in four of them, including Huibo Yuntong (up 137%), Ningbo Huaxiang (up 104%), and Longxi Co. (up 147%) [9][10][11][18]. - Longyang Technology, another investment, has seen a gain of over 40% [15]. Company Profiles - Huibo Yuntong specializes in financial technology services, leveraging AI and big data for digital transformation in finance [12]. - Ningbo Huaxiang is a leading automotive parts manufacturer with ventures into humanoid robotics [12]. - Longxi Co. focuses on advanced materials for robotics, emphasizing self-lubricating technologies [13]. - Longyang Technology is involved in high-tech polymer films, with applications in optics and energy storage [17].
牛散记 | 靠寒武纪爆赚56亿!超级牛散章建平 还买了哪些股票?
Mei Ri Jing Ji Xin Wen· 2025-08-28 09:57
Group 1 - On August 28, Cambrian's stock price reached a high of 1595.88 yuan, closing at 1587.91 yuan, surpassing Kweichow Moutai's closing price of 1446.10 yuan by 9.8%, marking Cambrian's first time dethroning Moutai as the "king" of A-shares [1][3] - The rise of Cambrian's stock to 1587.91 yuan indicates a significant shift in the A-share market style, drawing attention to investor Zhang Jianping, known as "Zhang the Leader," who holds 6.086 million shares of Cambrian [3][5] - On August 28, Zhang Jianping's unrealized gains from Cambrian exceeded 1.3 billion yuan in a single day, potentially setting a record for the highest single-day profit from a single stock for a retail investor [4][5] Group 2 - Zhang Jianping initially invested in Cambrian in Q4 of last year, with an estimated total cost of around 4 billion yuan for his holdings, which have now appreciated to a market value of 9.66 billion yuan, resulting in a profit of approximately 5.66 billion yuan over four months [5] - In addition to Cambrian, Zhang Jianping has also invested in six other companies, with significant gains observed in four new investments, including Huibo Yuntong, Ningbo Huaxiang, Longxi Co., and Changyang Technology [6][8][10][12] - Huibo Yuntong has seen a 137% increase this year, while Ningbo Huaxiang and Longxi Co. have risen by 104% and 147%, respectively, showcasing the strong performance of Zhang's investment portfolio [6][8][10]
长阳科技拟投资惠之星,加码高端光学膜材料
DT新材料· 2025-05-20 14:07
Core Viewpoint - Changyang Technology plans to invest RMB 29.9 million to acquire 1.83% of Ningbo Huizhixing New Materials, aligning with its strategic layout in the CPI field and promoting the development of functional film materials for electronic products [1][2]. Group 1: Company Overview - Ningbo Huizhixing New Materials, established in 2016, specializes in high-end optical film materials and is the only domestic company capable of mass production of CPI and foldable PET functional film materials [2][3]. - Changyang Technology, founded in 2010, focuses on polymer functional films, including reflective films and optical base films, and is actively developing CPI base film projects for flexible displays [2][3]. Group 2: Investment and Strategic Alignment - The investment in Ningbo Huizhixing is expected to leverage both companies' technological and resource advantages, enhancing the R&D and application of CPI and PET functional film materials [1][2]. - The collaboration aims to promote the domestic production of key optical films used in smartphones, computers, and televisions, addressing the long-standing foreign monopoly in the CPI film market [3]. Group 3: Product Development and Market Application - Changyang Technology is constructing a project with an annual production capacity of 1 million square meters of colorless transparent polyimide film, which is anticipated to break the foreign monopoly on CPI films [3]. - Optical hard films, including CPI, TAC, and PET functional films, are crucial components in various electronic products, enhancing their display capabilities [3].