据《科创板日报》统计，今年第三季度海光信息上涨近47%，其中9月27日和9月30日分别上涨6.3%和19.97%，如若混沌投资此次实施减持早于前述两个交易日，则被减持股份将错失后续主升浪。①In the third quarter, Haiguang Information achieved a net income attributable to the parent company of 0.672 billion yuan, a year-on-year increase of 199.9%; ②During the reporting period, Ge Weidong's subsidiary Chaos Investment reduced their shareholding by over 4.13 million shares; ③If Chaos Investment implements the reduction before September 27, they will miss out on most of the increase.
"Star Market Daily" news on October 15th. Today, Haiguang Information released the third quarter report for 2024. During the reporting period, the company achieved revenue of 2.374 billion yuan, a year-on-year increase of 78.33%; net profit attributable to shareholders of the listed company was 0.672 billion yuan, a year-on-year increase of 199.9%, both meeting previous expectations. The company stated that the performance growth was mainly due to increased investment in R&D, maintaining market leadership in product competitiveness, and continuously increasing market demand.
It is worth noting that according to the latest list of the top ten circulating shareholders (as of September 30, 2024), Ge Weidong's subsidiary Chaos Investment reduced their holding of Haiguang Information by over 4.13 million shares in the third quarter, a change of -17.72%. As of the end of the reporting period, the former still holds approximately 19.1958 million shares of the latter, accounting for 2.17% of the total circulating shares, making them the eighth largest circulating shareholder.
According to statistics from "Star Market Daily," Haiguang Information rose nearly 47% in the third quarter of this year, with increases of 6.3% and 19.97% on September 27th and September 30th respectively. If Chaos Investment executes the shareholding reduction before the two trading days mentioned above, the shares being sold will miss out on the subsequent main uptrend.
In fact, Ge Weidong has always maintained a high level of attention to Haiguang Information in the AI field investment layout, holding its original shares since the company went public. However, this year, Chaos Investment has frequently reduced holdings. From the beginning of 2024 to February 22, the investment company reduced its holdings of Haiguang Information by approximately 7.99 million shares, and then by around 4.09 million shares before March 31. As of September 30, Ge Weidong has reduced the company's shares by a total of 16.213 million shares through Chaos Investment this year.
Public information shows that Haiguang Information's main business is the research, design, and sales of high-end processors, including Haiguang general-purpose processors (CPUs) and Haiguang coprocessors (DCUs). Among them, the CPU series products are compatible with the x86 instruction set and mainstream international operating systems and application software, while the DCU series products are based on the GPGPU architecture, compatible with a general "CUDA-like" environment, and widely applicable to big data processing, artificial intelligence, commercial computing, and other application areas.
Ping An Securities' research report on October 10th pointed out that the company is the core target of domestic computing power. Its CPU and DCU products have strong competitiveness in the domestic market. With the current wave of AI and digital transformation support, the company's performance is expected to maintain stable growth.
Zhongtai Securities' research report on October 11th believes that considering the scarcity of the company's x86 authorization, mastering core technology and self-iterative capabilities, focusing on the general computing market, continuously increasing technology R&D investment, excellent product performance, maintaining market-leading product competitiveness; and with a wide downstream market and huge space, market demand continues to increase. It is expected that the company's net income attributable to shareholders in 2024-2026 will be 1.712/2.364/3.091 billion yuan respectively.
