| 发行人基本情况 | | | | | --- | --- | --- | --- | | 公司全称 | 沐曦集成电路(上海) | 证券简称 | 沐曦股份 | | 股份有限公司 | | | | | 证券代码/网下申 | 688802 | 网上申购代码 | 787802 | | 购代码 | | | | | 网下申购简称 | 沐曦股份 | 网上申购简称 | 沐曦申购 | | 本次发行基本情况 | | | | | 定价方式 | 网下初步询价确定发行 价格,网下不再进行累 | 本次发行数量(万股) | 4,010.0000 | | 计投标询价 | | | | | 发行后总股本(万 | 40,010.0000 | 本次发行数量占发行 | 10.02 | | 股) | | 后总股本比例(%) | | | 高价剔除比例(%) | 2.9945 | 四数孰低值(元/股) | 111.3353 | | 本次发行价格(元/ | 104.66 | 本次发行价格是否超 出四数孰低值,以及 | 合 | | 股) | | | | | 发行市销率(每股 | | 超出幅度(%) | | | 收入按照 2024 年 | | | | | 度经会 ...

摩尔线程拟用75亿额度进行现金管理，我们看到互联网上很多人在冷嘲热讽。该怎么看这个话题？抛开 情绪，不黑不喷，笔者在这里想说一点公道话。 我觉得，对企业经营来说，摩尔线程的这个做法属于理性决策范畴，是上市公司经营与财务管理惯常、 合理的操作，无可厚非；但是对市场来说，社会的观感对比之间折射出了一家高估值科技公司在成长阶 段所面临的预期压力，与现实发展之间的典型的矛盾。 从公司经营与决策角度看，摩尔线程根据经营需要，把不影响公司经营的闲置资金用于现金管理，履行 了必要的法定程序，如公司经营管理方案与董事会批准等；75亿是其额度的上限，公司也明确了具体会 根据实际的资金需求平衡与理财市场现实相机而动，并且期限只是一年。 最后总结一下，我觉得对于高估值公司强预期与现实之间的困境和矛盾以及市场的焦虑，上市公司需要 饱满情绪，时刻进取；市场投资者需要平复情绪，淡定一点。 （本文作者系市场资深研究人士，天津商业大学经济学院兼职教授、老字号协同创新中心特聘专家） 社会观感的反差与强烈的冲击，在于第二个事实，那就是一家高估值科技公司的市场预期与现实发展业 绩表现之间的鸿沟，怎样能够快速填充的问题。社会的预期和心理是能够尽快填 ...

格隆汇12月16日丨湖北广电(000665.SZ)在互动平台表示，公司未持有摩尔线程的股份。 ...

12月5日，摩尔线程头顶"国产GPU第一股"光环正式登陆科创板，上市首日高开468.78%，当天仍以超过 400%的涨幅收涨。第二个交易日微跌1.04%后，又迎来连续上涨，12月11日，股价一度冲高至941.08元。 然而，12月12日晚摩尔线程将使用不超过75亿元闲置募集资金进行现金管理，迅速引起市场关注，外界普 遍质疑。此后摩尔线程股价又开启连续下挫，截至12月16日收盘，摩尔线程股价报710.39元，跌7.13%。 国产GPU第一股 上市后大涨723.49% 据南都此前报道，12月5日，摩尔线程头顶"国产GPU第一股"光环正式登陆科创板，证券代码为"688795"， 上市发行价为114.28元/股，是2025年以来发行价最高的新股。摩尔线程最早于2024年11月启动上市辅导， 后在今年6月8日完成辅导验收，历时7个月，6月30日，其IPO申请正式获得受理，9月26日，上交所上市委 审议通过了摩尔线程发行上市申请，其于当日向证监会提交注册申请，从申报到过会仅用时88天，成为今 年科创板从受理到过会用时最短的企业。 上市之后，摩尔线程很快受到投资者热捧，上市当日高开468.78%，报650元/股，盘中一度摸 ...

Core Points - The core viewpoint of the news is the significant debut performance of the chip company Angruiwei on the STAR Market, with a first-day increase of 160.11%, marking it as one of the most profitable new listings of the year [1][3]. Group 1: Company Performance - Angruiwei specializes in radio frequency front-end chips, RF SoC chips, and other analog chip businesses [3]. - The company's initial offering price was 83.06 yuan, ranking fifth among new listings this year [3]. - The first-day profit per lot (500 shares) reached approximately 66,500 yuan, making it the second-highest in terms of single lot profit for new stocks this year, following Mothen [5]. Group 2: Market Context - The average first-day increase for new stocks in December was around 268.6%, ranking third among all months this year [6]. - Angruiwei's first-day performance, while impressive, was below the average increase of 252.91% for new stocks this year [3]. - The stock price of Angruiwei exceeded 200 yuan on its debut, placing it among the top 30 stocks in the A-share market and 12th in the electronics sector [5]. Group 3: Upcoming Listings - The upcoming listing of Muxi Co., which will debut tomorrow at an offering price of 104.66 yuan, is generating significant investor interest [10].

国产GPU第一股 上市后大涨723.49% 据南都此前报道，12月5日，摩尔线程头顶"国产GPU第一股"光环正式登陆科创板，证券代码 为"688795"，上市发行价为114.28元/股，是2025年以来发行价最高的新股。摩尔线程最早于2024年11月 启动上市辅导，后在今年6月8日完成辅导验收，历时7个月，6月30日，其IPO申请正式获得受理，9月 26日，上交所上市委审议通过了摩尔线程发行上市申请，其于当日向证监会提交注册申请，从申报到过 会仅用时88天，成为今年科创板从受理到过会用时最短的企业。 12月5日，摩尔线程头顶"国产GPU第一股"光环正式登陆科创板，上市首日高开468.78%，当天仍以超过 400%的涨幅收涨。第二个交易日微跌1.04%后，又迎来连续上涨，12月11日，股价一度冲高至941.08 元。然而，12月12日晚摩尔线程将使用不超过75亿元闲置募集资金进行现金管理，迅速引起市场关注， 外界普遍质疑。此后摩尔线程股价又开启连续下挫，截至12月16日收盘，摩尔线程股价报710.39元，跌 7.13%。 尚未实现盈利 现金管理计划引争议 公告同时提示近日公司股价波动幅度较大，可能存在短期上涨过 ...

Group 1 - Jiangtian Technology issued 13.21 million shares at a price of 21.21 yuan, raising 280 million yuan [1] - A total of 106 companies have gone public this year, raising a cumulative amount of 122.83 billion yuan, with an average fundraising of 1.16 billion yuan per company [1] - Among the new listings, 29 companies raised over 1 billion yuan, and 1 company raised over 10 billion yuan [1] Group 2 - Huadian New Energy is the company with the highest fundraising this year, raising 18.171 billion yuan primarily for wind and solar power projects [2] - The average initial public offering (IPO) price for new stocks this year is 23.37 yuan, with 8 companies priced above 50 yuan and 2 above 100 yuan [2] - The majority of new listings are concentrated in Jiangsu, Guangdong, and Zhejiang, with the highest fundraising amounts from Fujian, Beijing, and Guangdong [2] Group 3 - The stock with the highest issuance price is Moer Thread at 114.28 yuan, while Huadian New Energy has the lowest at 3.18 yuan [2] - The Shanghai Stock Exchange has issued 22 new stocks this year, raising 42.415 billion yuan, while the Shenzhen Stock Exchange has issued 13 new stocks, raising 15.082 billion yuan [1][2] - The ChiNext board has issued 30 new stocks, raising 23.262 billion yuan, and the Sci-Tech Innovation Board has issued 17 new stocks, raising 35.089 billion yuan [1]

Core Viewpoint - Moore Threads has successfully registered the trademarks "KUAE FUSION" and "KUAE MODELSTUDIO" under the international classification of scientific instruments, indicating a strategic move in the AI and computing sector [1] Group 1 - The KUAE (Kua'a) Intelligent Computing Center is a domestically produced platform for training trillion-parameter models, showcasing Moore Threads' commitment to advancing AI technology in China [1] - The platform includes the Kua'a computing cluster, the KUAE Platform for cluster management, and the KUAE ModelStudio for large model services, highlighting a comprehensive solution for AI model training [1] - The Kua'a Super Fusion Integrated Machine (KUAE FUSION) is a core product within the KUAE intelligent computing cluster solution, emphasizing its importance in the overall offering [1]

Core Viewpoint - Moer Technology (688795.SH) experienced a significant decline in stock price, with a drop of 7.13% on December 16, resulting in a total market value loss of 49.11 billion RMB over two trading days [1] Group 1: Financial Management and Fund Utilization - The company announced the use of part of its idle raised funds for cash management, aiming to improve the efficiency of fund utilization without affecting the implementation of investment projects [1] - The maximum amount planned for cash management is 750 million RMB, with a usage period of 12 months from the board's approval date, allowing for rolling use of funds within this limit [1][2] - The company will strictly control risks and invest in high-security, liquid principal-protected products, with the income from these investments allocated to supplement project funding and daily operational liquidity [2] Group 2: Fundraising and Financial Details - Moer Technology's recent public offering raised a total of 799.96 million RMB, with a net amount of 757.61 million RMB after deducting issuance costs, which is 42.39 million RMB less than originally planned [3] - The public offering consisted of 70 million shares, representing 14.89% of the total share capital post-issuance, with an issue price of 114.28 RMB per share [2] - The total issuance costs amounted to 42.35 million RMB, including a sponsorship and underwriting fee of 39.20 million RMB [4]

格隆汇12月16日丨雅克科技(002409.SZ)在互动平台表示，目前公司与摩尔线程不存在合作关系。 ...