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信创模盒+摩尔线程完成逾百个模型适配量化模型优势显著
Jin Rong Shi Bao· 2025-12-25 08:14
范式智能近日宣布,"信创模盒"ModelHub XC已完成108个主流AI模型在摩尔线程GPU上的适配认证, 涵盖文本生成、视觉理解、多模态问答等多种任务类型,预计未来半年内将扩展至千量级,为国产算力 生态注入持续动能。 值得一提的是,在本次批量适配过程中,作为年内登陆科创板的国产GPU企业,摩尔线程的硬件在量化 模型方面展现出显著优势。其GPU凭借对低精度数据类型的硬件级支持、优化的指令集与缓存机制,有 效降低了模型显存占用并提升推理速度,使量化模型在实际部署中兼具效率与能效。通过精细化校准与 优化,适配模型在性能提升的同时,也确保了推理精度满足商业落地要求。据报道,摩尔线程在11月24 日正式启动科创板发行,发行价为114.28元/股,创下2025年以来A股新股发行价新高。 在AI推理效率成为产业落地核心挑战的今天,如何实现模型在国产芯片上的高效、稳定运行,已成为 推动算力生态走向成熟的关键。作为应对,范式智能依托自研的EngineX引擎技术,重点突破模型在国 产芯片上的兼容性与运行效率,显著降低开发者的部署门槛。 目前,"信创模盒"ModelHub XC已完成包括Mata、千问、Deepseek、混元、 ...
壁仞科技港股IPO,与摩尔线程、沐曦股份齐名的国产GPU四小龙
Sou Hu Cai Jing· 2025-12-24 14:39
Core Viewpoint - The Hong Kong Stock Exchange (HKEX) has seen a significant increase in IPO activity, with 25 companies successfully listing in December alone, bringing the total for the year to 114, the highest in five years. Wallran Technology is set to be the first stock listed in 2026, with its IPO scheduled for January 2, 2024 [1]. IPO Information - Wallran Technology (06082.HK) is set to issue 94.69 million shares, with a price range of HKD 17 to 19.6. The company aims to raise approximately HKD 48.6 billion, with cornerstone investors committing around HKD 29 billion, representing 64% of the total offering [1][9]. - The IPO will have a public offering of 5% and an international placement of 95%, with a minimum subscription amount of HKD 3,960 [1]. Company Overview - Founded in 2019, Wallran Technology focuses on the design and development of GPU chips and intelligent computing solutions for AI applications [1]. - The company operates on a fabless model, outsourcing manufacturing and assembly to third-party contractors [2]. Financial Performance - Wallran Technology's revenue has shown significant growth, from HKD 499,000 in 2022 to HKD 62.03 million in 2023, and projected to reach HKD 336.8 million in 2024. However, the company has incurred substantial losses, totaling over HKD 6.3 billion from 2022 to mid-2025 [4][5]. - The company’s gross margin stands at 31.9%, which is lower than its competitors, indicating challenges in profitability despite revenue growth [5]. Market Position and Potential - In the Chinese smart computing chip market, Wallran Technology holds a mere 0.16% market share, with significant growth potential as the market is expected to grow from USD 30.1 billion in 2024 to USD 201.2 billion by 2029, at a CAGR of 46.3% [7][8]. - The company has established strategic partnerships in high-demand sectors such as AI data centers, telecommunications, and fintech, with contracts valued at approximately HKD 1.241 billion signed by December 2025 [3][8]. Competitive Landscape - Wallran Technology faces intense competition, particularly from Nvidia and Huawei, which dominate the market with a combined share of 94.4%. In the GPGPU segment, Nvidia holds a staggering 97.6% market share [7]. - Despite its small market share, Wallran Technology's unique GPGPU architecture and comprehensive software capabilities provide it with a competitive edge [6]. Investment Sentiment - The strong participation of cornerstone investors in Wallran Technology's IPO reflects confidence in its future growth prospects, which may stabilize its stock price post-listing [9].
电子行业资金流入榜:工业富联等32股净流入资金超亿元
Zheng Quan Shi Bao Wang· 2025-12-24 10:49
| 代码 | 简称 | 今日涨跌幅(%) | 今日换手率(%) | 主力资金流量(万元) | | --- | --- | --- | --- | --- | | 601138 | 工业富联 | 3.63 | 1.10 | 118536.85 | | 001309 | 德明利 | 9.13 | 16.34 | 96560.41 | | 603986 | 兆易创新 | 3.09 | 4.47 | 60133.60 | | 002384 | 东山精密 | 3.43 | 3.99 | 57983.04 | | 300475 | 香农芯创 | 8.89 | 13.46 | 55624.49 | | 600183 | 生益科技 | 10.00 | 2.16 | 48020.08 | | 300131 | 英唐智控 | 20.00 | 13.19 | 45626.34 | | 002475 | 立讯精密 | 2.14 | 1.26 | 42855.60 | | 300136 | 信维通信 | 17.96 | 20.14 | 42744.27 | | 600330 | 天通股份 | 10.04 | 11.23 | 36876 ...
解密主力资金出逃股 连续5日净流出463股
Zheng Quan Shi Bao Wang· 2025-12-24 09:49
Core Viewpoint - As of December 24, a total of 463 stocks in the Shanghai and Shenzhen markets have experienced a net outflow of main funds for five consecutive days or more, indicating a significant trend of capital withdrawal from these stocks [1]. Group 1: Stocks with Longest Net Outflow - YunSai ZhiLian has the longest net outflow, with main funds withdrawing for 22 consecutive days [1]. - ZhiFei Bio follows with a net outflow for 19 consecutive days [1]. Group 2: Stocks with Largest Total Net Outflow - HeEr Tai has the largest total net outflow amounting to 4.918 billion yuan over 14 days [1]. - MoEr Thread-U ranks second with a total net outflow of 3.680 billion yuan over 9 days [1]. Group 3: Stocks with Highest Net Outflow Proportion - ShunXin Agriculture has the highest proportion of net outflow relative to trading volume, with a decrease of 2.06% over the past 7 days [1]. Group 4: Summary of Notable Stocks - HeEr Tai: 14 days, 4.918 billion yuan, 10.67% outflow, -26.84% cumulative change [1]. - MoEr Thread-U: 9 days, 3.680 billion yuan, 8.41% outflow, -32.63% cumulative change [1]. - ZhiFei Bio: 19 days, 4.20 million yuan, 9.48% outflow, -6.40% cumulative change [2].
科创板百元股达81只,寒武纪-U股价最高
Zheng Quan Shi Bao Wang· 2025-12-24 09:48
以最新收盘价计算,科创板平均股价为42.60元,其中股价超100元的有81只,股价最高的是寒武纪-U。 证券时报·数据宝统计显示,科创板股今日上涨的有507只,下跌的有90只,以收盘价为基准测算,科创 板平均股价为42.60元,其中,收盘价超过100元的有81只,股价在50元至100元之间的有135只,股价在 30元至50元的有143只。 科创板股中,收盘价最高的是寒武纪-U,今日报收1326.20元,下跌0.74%,其次是源杰科技、摩尔线 程-U等,最新收盘价分别为645.55元、634.01元。 融资融券方面,百元股最新(12月23日)融资余额合计1054.95亿元,融资余额居前的有寒武纪-U、中 芯国际、海光信息等,最新融资余额分别为155.37亿元、130.23亿元、73.90亿元。最新融券余额合计为 4.61亿元,融券余额居前的有海光信息、寒武纪-U、中芯国际等,最新融券余额分别为0.35亿元、0.31 亿元、0.26亿元。(数据宝) 科创板百元股一览 | 代码 | 简称 | 最新收盘价(元) | 今日涨跌(%) | 换手率(%) | 行业 | | --- | --- | --- | --- | - ...
摩尔线程公告募资现金管理 近8个交易日市值蒸发850亿
Zhong Guo Jing Ji Wang· 2025-12-24 09:21
公司公开发行新股的发行费用合计42,354.77万元,其中保荐承销费39,198.00万元。 中国经济网北京12月24日讯摩尔线程(688795.SH)今日收报634.01元,跌幅6.32%。摩尔线程12日收报 814.88元,8个交易日市值累计蒸发850.14亿元。 摩尔线程2025年12月5日在上交所科创板上市。摩尔线程本次公开发行股票总数为7,000.0000万股,占发 行后总股本的比例为14.89%。本次发行全部为新股发行,原股东不公开发售股份,发行价格为114.28 元/股。公司本次的保荐机构(主承销商)为中信证券股份有限公司,保荐代表人周哲立、吴霞娟,副主承 销商为招商证券股份有限公司、中银国际证券股份有限公司、广发证券股份有限公司。 摩尔线程首次公开发行募集资金总额799,960.00万元,扣除发行费用后的募集资金净额为757,605.23万 元,比原计划少42,394.77万元。摩尔线程2025年11月28日披露的招股书显示,公司拟募集资金 800,000.00万元,用于摩尔线程新一代自主可控AI训推一体芯片研发项目、摩尔线程新一代自主可控图 形芯片研发项目、摩尔线程新一代自主可控AISoC芯 ...
摩尔线程发布图形显卡驱动v320.130
Zheng Quan Shi Bao Wang· 2025-12-23 13:41
人民财讯12月23日电,12月22日,摩尔线程正式发布版本号为v320.130的图形显卡驱动程序,实现多项 关键图形技术升级。新驱动在Windows平台实现对OpenGL 4.6的全面支持,同时还提供了对Vulkan 1.3 的实验性支持,标志着对主流图形API的重要覆盖与能力突破。 ...
摩尔线程发布图形显卡驱动v320.130 支持OpenGL 4.6与Vulkan 1.3
Di Yi Cai Jing· 2025-12-23 13:15
据摩尔线程消息,摩尔线程12月22日正式发布版本号为v320.130的图形显卡驱动程序,实现多项关键图 形技术升级。新驱动在Windows平台实现对OpenGL 4.6的全面支持,同时还提供了对Vulkan 1.3的实验 性支持,标志着对主流图形API的重要覆盖与能力突破。同时,驱动新增对Windows 11 64位25H2专业 版的支持,全面适配MTT S80、MTT S70及MTT S30显卡。 (文章来源:第一财经) ...
格隆汇“科技赋能·资本破局”线上分享会暨“金格奖”——“年度卓越成长力IPO”奖项揭晓:摩尔线程(688795.SH)、文远知行(00800.HK/WRD.US)、小马智行(02026.HK/PONY.US)等5家企业上榜
Ge Long Hui· 2025-12-23 09:51
12月22日,格隆汇在线上举办"科技赋能·资本破局"分享会。本次分享会,备受瞩目的卓越公司评选榜单将隆重揭晓,其中格隆汇"金格奖"年度卓越公司评选 中,聚水潭(06687.HK)、摩尔线程(688795.SH)、文远知行(00800.HK/WRD.US)、小马智行(02026.HK/PONY.US)、元保(YB.US) 5家企业荣获"年度卓越成长 力IPO"奖项。(排名不分先后,按公司首部字母顺序排列) "年度卓越成长力IPO"奖项是对公司的融资规模、后市表现、盈利能力、财务安全、市值管理等指标进行分析作出的综合评比结果。该奖项旨在发掘拥有持 续获利并实现规模扩张的能力和潜力,同时为经济的发展、社会的进步做出显著贡献的新上市公司。本次评选通过定量数据分析和专家评审团等方式得出最 终结果。 格隆汇以"全球视野,下注中国"为初衷,本次评选旨在打造出投资圈中最具参考价值的上市公司及独角兽公司排行榜。此次"金格奖"上市公司评选覆盖港交 所、上交所、深交所、纽交所、美国证券交易所、纳斯达克证券交易所挂牌上市的全部上市公司及独角兽公司。 ...
解密主力资金出逃股 连续5日净流出456股
Zheng Quan Shi Bao Wang· 2025-12-23 09:49
Core Viewpoint - As of December 23, a total of 456 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more, indicating a significant trend of capital withdrawal from these stocks [1]. Group 1: Stocks with Longest Net Outflow - Jingu Co., Ltd. has the longest net outflow duration, with 26 consecutive days of main fund outflows [1]. - Nawei Technology follows closely with 25 consecutive days of net outflows [1]. - The stock with the highest total net outflow amount is Heertai, which has seen a cumulative outflow of 4.834 billion yuan over 13 days [1]. Group 2: Stocks with Significant Net Outflow Amounts - Moer Thread-U ranks second with a total net outflow of 3.089 billion yuan over 8 days [1]. - Other notable stocks include Leike Defense with 1.755 billion yuan over 6 days and 360 Security Technology with 1.728 billion yuan over 12 days [1]. Group 3: Stocks with High Net Outflow Ratios - Shunxin Agriculture has the highest net outflow ratio, with a 10.84% outflow relative to its trading volume over the past 6 days [1]. - Other stocks with significant outflow ratios include China Uranium Industry at 11.93% and Jingu Co., Ltd. at 11.75% [1]. Group 4: Performance of Affected Stocks - Heertai has seen a cumulative decline of 27.33% during the net outflow period [1]. - Moer Thread-U has experienced a decline of 28.08%, while Leike Defense has dropped by 13.63% [1].