Cambrian’s revenue in the first half of the year was RMB 170 million, and it lost RMB 760 million after deducting non-revenue deductions. CMB reduced its holdings and cashed out over RMB 300 million

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Leidi.com Lei Jianping reported on August 13

Zhongke Cambrian Technology Co., Ltd. (referred to as: "Cambrian") released its financial report today. The financial report shows that Cambrian’s revenue in the first half of 2022 was 172 million yuan, an increase of 24.6% from 138 million yuan in the same period last year;

Cambrian's net loss in the first half of 2022 was 622 million yuan, compared with a net loss of 392 million yuan in the same period last year; the net loss after non-deductions was 757 million yuan, and the net loss after non-deductions in the same period last year was 515 million yuan.

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Cambrian's revenue in the first half of 2022 increased by 33.91 million yuan compared with the same period last year, a year-on-year increase of 24.60%, mainly due to the growth of the cloud product line business.

The revenue of the cloud product line in this period increased by 85.519 million yuan compared with the same period last year, a year-on-year increase of 190.85%, mainly due to the further expansion of the cloud smart chip and accelerator card, and training machine product markets represented by the MLU290 and MLU370 series products during this reporting period. Sales increased.

Cambrian's net profit in the first half of 2022 expanded to a loss of 230 million yuan year-on-year. Mainly due to the company's R&D expenses increasing by 214 million yuan compared with the same period last year. During the reporting period, the company continued to increase its efforts in research and development of new products and introduced R&D talents. The number and average salary of R&D personnel increased compared with the same period last year. At the same time, the trial production expenses of new products and the depreciation and amortization expenses of assets used for R&D in this period increased compared with the same period last year. There has also been a certain increase.

78ad0c83a64250921f358a1bdeb3f0c4.pngCambrian's latest layout, "cloud edge end-car" collaboration.

Cambrian's net cash flow generated from operating activities in the first half of 2022 decreased by 294 million yuan year-on-year, mainly due to the company's active introduction of outstanding talents, and personnel salary-related expenses increased by 177 million yuan, a year-on-year increase of 42.15%; at the same time, due to the sales volume in this period Purchasing expenses caused by the increase in raw material stocking for new products increased by 114 million yuan, a year-on-year increase of 50.26%.

Cambrian's R&D investment in the first half of 2022 accounted for 366.34% of operating income, an increase of 64.96 percentage points from the same period last year. This was mainly due to the company's continued increase in R&D investment. The growth rate of R&D investment in this period was greater than the growth rate of operating income. To.

CMB continues to reduce holdings: cash out exceeds 300 million

As of June 30, 2022, Chen Tianshi directly held 29.82% of the shares, Beijing Zhongke Suanyuan Asset Management Co., Ltd. held 16.38%, and Beijing Aixi Technology Center (Limited Partnership) held 7.65%;

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As of June 30, 2022, Cambrian Equity

SDIC (Shanghai) Venture Capital Management Co., Ltd. - SDIC (Shanghai) Scientific and Technological Achievements Transformation Venture Capital Fund Enterprise (Limited Partnership) holds 3.52% of the shares, and Suzhou Industrial Park Paleozoic Venture Capital Enterprise (Limited Partnership) holds 2.56%. Beijing Aijiaxi Technology Center (Limited Partnership) holds 2.12% of the shares;

Shenzhen CMB Telecom Equity Investment Fund Management Co., Ltd. - Nanjing CMB Telecom New Trend Lingxiao Growth Equity Investment Fund Partnership (Limited Partnership) holds 1.98% of the shares, Hangzhou Alibaba Venture Capital Co., Ltd. holds 1.74% of the shares; Henan Guoxin Tus. Fund Management Co., Ltd. - Henan Guoxin Tus Equity Investment Fund (Limited Partnership) holds 1.57% of the shares, and Beijing Nayuan Mingzhi Information Technology Consulting Co., Ltd. holds 1.43% of the shares.

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As of December 31, 2021, Cambrian’s equity structure

As of December 31, 2021, Chen Tianshi directly held 29.87% of the shares, Beijing Zhongke Suanyuan Asset Management Co., Ltd. held 16.41%, and Beijing Aixi Technology Center (Limited Partnership) held 7.66%;

SDIC (Shanghai) Venture Capital Management Co., Ltd. - SDIC (Shanghai) Scientific and Technological Achievements Transformation Venture Capital Fund Enterprise (Limited Partnership) holds 3.53% of the shares, Shenzhen CMB Telecom Equity Investment Fund Management Co., Ltd. - Nanjing CMB Telecom New Trend Lingxiao Growth Equity Investment Fund Partnership (Limited Partnership) holds 2.98% of the shares;

Suzhou Industrial Park Paleozoic Venture Capital Enterprise (Limited Partnership) holds 2.62% of the shares, Beijing Aijiaxi Technology Center (Limited Partnership) holds 2.12% of the shares, and Hangzhou Ali Venture Capital Co., Ltd. holds 1.74%;

Henan Guoxin Tus Fund Management Co., Ltd. - Henan Guoxin Tus Equity Investment Fund (Limited Partnership) holds 1.57% of the shares, and Hubei Changjiang CMB Industrial Fund Management Co., Ltd. - Hubei Changjiang CMB Growth Equity Investment Partnership (Limited Partnership) holds 1.57% of the shares. shares are 1.49%.

Comparison shows that Nanjing CMB and Hubei CMB continue to reduce their holdings of Cambrian.

At the end of July 2022, Cambrian received the "Notification Letter on the Expiration of the Shareholding Reduction Plan and the Result of the Shareholding Reduction" issued by shareholders Nanjing CMB and Hubei CMB. The shareholder Nanjing CMB reduced its holdings of the company's shares by a total of 3,610,000 through centralized bidding. shares, the number of shares reduced accounts for 0.90% of the company’s total share capital;

Shareholder Hubei CMB has reduced its holdings of 1,805,000 shares of the company through centralized bidding, accounting for 0.45% of the company's total share capital.

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Through the reduction of holdings, Nanjing CMB cashed out 217 million yuan and Hubei CMB cashed out 109 million yuan, totaling more than 300 million yuan.

Before the reduction, Nanjing CMB held 2.69% and Hubei CMB held 1.34%; after the reduction, Nanjing CMB held 1.79% and Hubei CMB held 0.89%.

Funds such as Paleozoic Venture Capital are also reducing their holdings

On February 14, 2022, Cambrian also received the "Notification Letter on the Expiration of the Shareholding Reduction Plan and the Result of the Shareholding Reduction" issued by shareholders Paleozoic Venture Capital and Zhike Shengxun. Shareholder Paleozoic Venture Capital has accumulated a reduction of shares through centralized bidding. It holds 3,887,809 shares of the company, and the number of shares reduced accounts for 0.97% of the company's total share capital.

Shareholder Zhike Shengxun has reduced its holdings of 4,002,205 shares of the company through centralized bidding, accounting for 1% of the company's total share capital.

Before this transaction, Paleozoic Venture Capital and Zhike Shengxun held a total of 4.54% of the shares, of which Paleozoic Venture Capital held 3.54% and Zhike Shengxun held 1%.

Paleozoic Venture Capital reduced its holdings by 0.97% this time and cashed out 380 million yuan. Zhike Shengxun reduced its holdings by 1% and cashed out 329 million yuan. Paleozoic Venture Capital and Zhike Shengxun cashed out a total of more than 700 million yuan.

As of today, Cambrian's stock price is 67.65 yuan, and its market value is 27.115 billion yuan.

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Leidi was founded by veteran media person Lei Jianping. If you reprint, please indicate the source.

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Origin blog.csdn.net/leijianping_ce/article/details/126327042