| | | | | Al芯片板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | 1 | 688041 | 海光信息 | 1 | 10.04 | 5697亿 | 9.22 | | 2 | 002195 | 岩山科技 | 1 | 9.53 | 586亿 | 45.84 | | 3 | 688795 | 摩尔线程-l 1 | | 7.28 | 3114 乙 | 12.68 | | 4 | 688802 | 沐園股份-L 1 | | 5.76 | 2556亿 | 10.11 | | ട | 603031 | 安孚科技 | 1 | 4.55 | 129亿 | 12.64 | | 6 | 688256 | 寒龍纪-U | 1 | 4.31 | 6136亿 | 7.34 | | 7 | 301259 | 艾布鲁 | | 3.85 | 54.68 Z | 6.05 | | 8 | 300192 | 科德教育 | | 3.25 | 73.10亿 | 5.11 | | ರಿ | 66 ...

股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 1月8日，A股市场AI芯片股集体走强，其中，海光信息涨超10%，岩山科技逼近10CM涨停，摩尔线程涨 超7%，沐曦股份涨超5%，安孚科技、寒武纪涨超4%。分析认为，半导体设备、AI芯片接连走强主要来 源于全球半导体"超级周期开启"与国产芯片"国产替代深化"两大核心罕见共振。 | | | | | Al芯片板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | 0 | 涨幅%↓ | 总市值 | 年初至今涨幅% | | 1 | 688041 | 海光信息 | 1 | 10.04 | 5697 乙 | 9.22 | | 2 | 002195 | 岩山科技 | 1 | 9.53 | 586亿 | 45.84 | | 3 | 688795 | 摩尔线程-l 1 | | 7.28 | 3114亿 | 12.68 | | ব | 688802 | 沐園股份-l 1 | | 5.76 | 2556亿 | 10.11 | | ഗ | 603031 | 安孚科技 1 | | 4.55 ...

具体来看，中科蓝讯直接持有摩尔线程134.04万股，占其首次公开发行后总股本的0.29%，通过北京启 创科信创业投资基金合伙企业（有限合伙）（简称"启创科信"）间接持有摩尔线程67.01万股，占其首 次公开发行后总股本的0.14%，合计持股为0.43%。公司直接持有沐曦股份85.43万股，占其首次公开发 行后总股本的0.21%。 中科蓝讯表示，据企业会计准则相关规定，公司对直接持有摩尔线程、沐曦股份的股份划分为"以公允 价值计量且其变动计入当期损益的金融工具"，并列报在"其他非流动金融资产"；公司对间接投资摩尔 线程的部分，即持有启创科信的股份列报在长期股权投资。 "国产GPU第一股"摩尔线程于2025年12月5日登陆科创板，上市首日高开468.78%，报650元/股；自上市 以来，公司股价一度高达941.08元/股，市值高达4400亿元。1月7日，摩尔线程收盘价617.54元/股，市 值超过2900亿元。 随着高科技巨无霸公司次第走进A股资本市场，其背后的"影子股"正在赚得盆满钵满。 中科蓝讯（688332）因接连押中摩尔线程、沐曦股份两大GPU龙头，直接增厚2025年度业绩超三倍。 1月7日晚间，中科蓝讯 ...

Group 1 - The average stock price of the Sci-Tech Innovation Board is 45.74 yuan, with 89 stocks priced over 100 yuan and the highest being Cambricon Technologies at 1394.88 yuan, which increased by 0.85% [1] - Among the stocks priced over 100 yuan, 371 stocks rose while 221 stocks fell, with an average increase of 2.67% for the hundred-yuan stocks today [1] - The average premium of the hundred-yuan stocks relative to their issue price is 503.71%, with the highest premiums from companies like Shunwei Materials, Anji Technology, and Cambricon Technologies at 5135.96%, 2105.01%, and 2066.30% respectively [1] Group 2 - The net inflow of main funds for hundred-yuan stocks today was 384 million yuan, with the highest inflows from companies like Dekoli, Huahong Company, and Changguang Huaxin at 461.27 million yuan, 261.75 million yuan, and 216.65 million yuan respectively [2] - The total margin financing balance for hundred-yuan stocks is 1138.94 billion yuan, with the highest balances from Cambricon Technologies, SMIC, and Haiguang Information at 151.74 billion yuan, 133.88 billion yuan, and 72.36 billion yuan respectively [2]

Core Insights - The A-share IPO market in 2025 saw a significant increase in both quantity and quality, with 116 new stocks raising over 130 billion yuan, primarily driven by hard technology and new energy companies [1][5][18] - The efficiency of the IPO review process improved due to regulatory updates, leading to a faster approval timeline for new listings [3][4][15] - CITIC Securities emerged as the leading underwriter, sponsoring 15 IPO projects, which reflects its strong position in the market [16][17] IPO Market Overview - A total of 116 new stocks were issued in 2025, a 16% increase from 100 in 2024 [3][4] - The main exchanges for new listings were the ChiNext and the Beijing Stock Exchange, with 33 and 26 new stocks respectively [3][4] - The Shanghai Stock Exchange and the Sci-Tech Innovation Board also saw increases in new listings, with 23 and 19 new stocks respectively [3][4] Fundraising Performance - The total funds raised through IPOs in 2025 reached 1317.71 billion yuan, nearly doubling from 673.53 billion yuan in 2024, marking a 95.64% increase [5][7] - The Shanghai Stock Exchange led in fundraising with 432.28 billion yuan, followed by the Sci-Tech Innovation Board with 380.61 billion yuan [5][7] - The fundraising growth was attributed to the successful launch of large-scale projects, particularly in the new energy sector [8][18] Sector Analysis - Hard technology and new energy sectors dominated the IPO landscape, with significant contributions from electronics, electric power equipment, and automotive industries [9][10][12] - The electronics sector alone accounted for over 20 new listings, raising 365 billion yuan [10][12] - The automotive sector had 16 new listings, raising 229.25 billion yuan, reflecting the rapid growth of the new energy vehicle market [14] Regulatory Impact - The implementation of the registration system reform and the optimization of review processes significantly shortened the IPO approval timeline [4][15] - New policies allowed for a shift from profit-based to potential-based listing criteria, enhancing the focus on quality over quantity [15][18] Underwriter Performance - CITIC Securities led the underwriting market with 15 IPOs, generating 12.44 billion yuan in underwriting fees [16][17] - Other notable underwriters included Guotai Junan Securities and Huatai United Securities, with 12 and 10 IPOs respectively [17][18]

(本文来自第一财经) 东华软件在互动平台表示，截至目前，公司暂无摩尔线程笔记本产线的生产计划，后续将根据市场实际 情况动态调整业务规划。 ...

证券日报网讯 1月6日，东华软件在互动平台回答投资者提问时表示，公司与摩尔线程、宁波高新区管 委会、宁波通商集团的四方合作正按框架协议有序推进中，目前尚未取得实质性进展。关于合作基础、 各方关联及具体合作模式等细节，相关事项仍在协商与探索阶段。后续公司将根据合作推进情况及信息 披露相关规定，及时履行信息披露义务。 （文章来源：证券日报） ...

证券日报网讯1月6日，东华软件（002065）在互动平台回答投资者提问时表示，公司未参与摩尔线程 MUSA系统开发，同时是MUSA系统的重要生态伙伴，双方聚焦国产算力生态建设推进相关协作。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司是否参与摩尔线程的MUSA系统的开发？ 东华软件（002065.SZ）1月6日在投资者互动平台表示，公司未参与该事项，同时公司是摩尔线程 MUSA系统的重要生态伙伴，双方聚焦国产算力生态建设推进相关协作。公司重大业务信息请以官方公 告为准！ （文章来源：每日经济新闻） ...

2026年1月2日，壁仞科技(06082.HK)正式登陆港交所，成为"港股GPU第一股"，开盘一度涨超110%。 随着壁仞科技的挂牌，加上此前已登陆科创板的摩尔线程(688795.SH)、沐曦股份(688802.SH)，以及已 完成IPO辅导、即将申报科创板上市的燧原科技，国产GPU"四小龙"齐聚资本市场的格局即将正式成 型。 "四小龙"即将齐聚 国产GPU"四小龙"的上市进程呈现出"A股+港股"双市场布局的鲜明特征。2025年12月5日，摩尔线程率 先登陆科创板，上市首日盘中最大涨幅超过500%，市值一度突破4400亿元；12月17日，沐曦股份紧随 其后登陆科创板，盘中最高涨幅超700%，单签盈利最高逼近40万元，刷新近十年A股上市首日单签盈 利纪录。 港股市场方面，壁仞科技于2026年1月2日挂牌，发行价19.6港元/股，开盘报35.7港元/股，涨幅达 82.14%，截至当日收盘，报34.46港元/股，总市值826亿港元；A股市场的收官之作则聚焦燧原科技，据 证监会官网公示，该公司已于2026年元旦完成IPO辅导工作，即将正式申报科创板上市，标志着其上市 进程进入实质性阶段。作为专注人工智能云端算力产品的 ...