zhongke cambrian technology co., ltd. (company code: 688256, company abbreviation: cambrian) released its financial report on August 30. According to the financial report, Cambrian's revenue in the first half of 2023 was 0.114 billion yuan, down 33.37 percent from 0.172 billion yuan in the same period last year.

the amount of non recurring profit and loss items in the first half of 2023 in Cambrian is 95.94 million yuan, of which the government subsidy included is 73.14 million yuan, and the profit and loss of entrusting others to invest or manage assets is 18.84 million yuan.

Cambrian's main product lines include cloud product lines, edge product lines, IP licensing and software.

Cambrian said that due to the influence of the supply chain, the company adjusted its sales strategy and gave priority to customers with higher gross profit and better credit, resulting in a decline in operating income in the current period; at the same time, the company's gross profit margin was 70.86, an increase of 15.93 percentage points over the same period last year.

The total R & D investment in the first half of 2023 in Cambrian was 0.483 billion yuan, a decrease of 0.147 billion yuan from the same period last year and a year-on-year decrease of 23.32. The main reasons are: 1. Decrease in employee salary: mainly due to the company's improvement of research and development efficiency and optimization of resource allocation, employee salary decreased compared with the same period last year; 2. Decrease in testing and laboratory processing fees: mainly due to the improvement of research and development efficiency and optimization of resource allocation according to business planning, and the decrease in testing and laboratory processing costs in this period compared with the same period last year; 3. Amortization of intangible assets: mainly due to the decrease, this resulted in a decrease in the amortization amount for the period compared to the same period last year.

Cambrian's net loss in the first half of 2023 was 0.545 billion yuan, compared with 0.622 billion yuan in the same period last year. The net loss after deducting non-profit was 0.641 billion yuan, while the net loss after deducting non-profit was 0.757 billion yuan in the same period last year.

The top ten shareholders have changed greatly, and the old shareholders have fled.

As of June 30, 2023, Chen Tianshi's shareholding was 28.69, Beijing Zhongke Calculator Asset Management Co., Ltd. held 15.76, Beijing Aixi Technology Center (Limited Partnership) held 7.36, and the actual controller of Aixi Partnership was Chen Tianshi.

China merchants bank co., ltd.-Huaxia Shanghai sci-tech innovation board 50-component trading open-end index securities investment fund holds 2.65, Beijing aijiaxi science and technology center (limited partnership) holds 2.04, hong kong central clearing co., ltd. holds 1.06, and China construction bank co., ltd.-Huaxia guozheng semiconductor chip trading open-end index securities investment fund holds 0.94.

As of June 30, 2023, Cambrian Shareholding Structure

Industrial and Commercial Bank of China Co., Ltd.-Yi Fangda Shanghai Science and Technology Innovation Board 50 component trading open-end index securities investment fund holds 0.91, Guotai Junan Securities Co., Ltd.-Guolian China Securities all index semiconductor products and equipment trading open-end index securities investment fund holds 0.69, China Merchants Bank Co., Ltd.-Galaxy Innovation growth Hybrid Securities Investment Fund holds 0.67.

as of December 31, 2022, Chen Tianshi holds 29.82 shares, Beijing zhongke suoyuan asset management co., ltd. holds 16.38 shares, Beijing aixi science and technology center (limited partnership) holds 7.65 shares, and state investment (Shanghai) venture capital management co., ltd.-state investment (Shanghai) venture capital fund enterprise (limited partnership) holds 3.2 shares.

As of December 31, 2022, Cambrian Shareholding Structure

China Merchants Bank Co., Ltd.-Huaxia SSE Board 50 component trading open-end index securities investment fund holding 2.61, Suzhou Industrial Park Paleozoic venture capital enterprise (limited partnership) holding 2.41,

Beijing aijiaxi science and technology center (limited partnership) holds 2.12 shares, Hangzhou Ali venture capital co., ltd. holds 1.74 shares, Henan guoxin enlightenment fund management co., ltd.-Henan guoxin enlightenment equity investment fund (limited partnership) holds 1.44 shares, and Beijing nayuan mingzhi information technology consulting co., ltd. holds 1.15 shares.

In the first half of 2023, the equity of Cambrian has changed very much.

As you can see, suzhou Industrial Park Paleozoic Venture Capital Enterprise (Limited Partnership), SDIC (Shanghai) Venture Capital Management Co., Ltd.-SDIC (Shanghai) Venture Capital Fund Enterprise (Limited Partnership), Hangzhou Ali Venture Capital Co., Ltd., Henan Guoxin Qidi Fund Management Co., Ltd.-Henan Guoxin Qidi Equity Investment Fund (Limited Partnership), Beijing Nayuan Mingzhi Information Technology Consulting Co., Ltd. all reduced their holdings and withdrew from the top ten shareholders.

During the same period, institutions such as the Hong Kong Securities Clearing Company Limited entered the market and became the top ten shareholders.

completed the fixed increase of 1.6 billion yuan, and Ali cashed in nearly 1 billion

There are two reasons for the dramatic change in Cambrian equity: on the one hand, the Cambrian completed a fixed increase, and on the other hand, the Cambrian shareholders took advantage of the high share price to flee.

in April 2023, cambrian completed the fixed increase, with an issue price of 121.1 yuan and a net fund-raising of 1.649 billion yuan.

A total of 18 institutions participated in the Cambrian subscription, they are Caitong Fund Management Co., Ltd., Jinan Jiangshan Investment Partnership (Limited Partnership), Nord Fund Management Co., Ltd., Huashang Fund Management Co., Ltd., UBS AG, Guotai Junan Securities Co., Ltd., China International Finance Co., Ltd., Shanghai Zendai Asset Management Co., Ltd. (acting as "Zendai Jiuying Flagship No. 1 Private Equity Investment Fund"), Zhang Huaibin, Jiangsu Ruihua Investment Management Co., Ltd. (acting as "Ruihua Select 8 private Equity Investment Fund"), Nanjing Ruisen Investment Management Partnership (Limited Partnership) ;

JPMorgan Chase Bank, National Association, MORGAN STANLEY & CO. INTERNATIONAL PLC, Shanghai Juming Investment Management Co., Ltd. (on behalf of "Juming Ruiyi Private Equity Investment Fund"), Furong Fund Management Co., Ltd., Yinhe Capital Asset Management Co., Ltd. (on behalf of "Xinxin No.1 Asset Management Plan"), Shanghai Youyou Wealth Investment Management Co., Ltd. (on behalf of "Youcai Xinxin No.2 Private Equity Investment Fund"), Southern Tianchen (Beijing) Investment Management Co., Ltd. (on behalf of "Southern Tianchen jingcheng Value Select 5 Private Equity Investment Fund").

among them, caitong fund management co., ltd. and Jinan Jiangshan investment partnership (limited partnership) both subscribed for 0.2 billion yuan, nord fund management co., ltd. subscribed for 0.118 billion yuan, huashang fund management co., ltd. subscribed for 0.118 billion yuan, UBS AG and Guotai junan securities co., ltd. subscribed for 0.114 billion yuan respectively, and China international finance co., ltd. subscribed for 90.36 million yuan.

The sales restriction period for the above 18 institutions is 6 months.

On the other hand, several Cambrian shareholders have reduced their holdings.

From March 23 to August 24, 2023, Paleozoic Venture Capital reduced its stake in the company by 1.4343 through centralized bidding, with an average price of 152.77 yuan to 225.84 yuan, cashing in 1.072 billion yuan.

After this reduction, Paleozoic Venture Capital no longer holds any shares in Cambrian.

Nanjing Zhaoyin and Hubei Zhaoyin also cleared the Cambrian, of which Nanjing Zhaoyin cashed in 0.388 billion yuan and Hubei Zhaoyin cashed in 0.191 billion yuan, totaling 0.579 billion yuan.

SDIC Venture Fund has also reduced its holdings of 2,972,003 shares of the company through centralized bidding, accounting for 0.72 of the company's current total share capital; through block transactions, it has reduced its holdings of 730,200 shares of the company's shares, accounting for 0.18 of the company's current total share capital.%. The price range for this reduction of SDIC Venture Fund is 158 yuan to 266.16 yuan, cashing in 0.717 billion yuan.

Cambrian said today that the company intends to repurchase shares through centralized bidding transactions. The total amount of repurchase funds shall not be less than 30 million yuan (inclusive), not more than 50 million yuan (inclusive), and the repurchase price shall not exceed 239 yuan/Share (inclusive), the number of repurchases is expected to be about 125500-209200 shares, accounting for about 0.03-0.05 of the company's total share capital.

Cambrian's buyback is a drop in the bucket compared to the crazy cash-out of shareholders.

As of the close of trading on August 30, Cambrian's stock price was 159.86 yuan and its market value was 66.597 billion yuan.

this article comes from wechat public number "lei di" (ID:touchweb), author: lei jianping, 36 krypton is authorized to publish.