Group 1 - The core point of the article is that Century Huatong (002602.SZ) announced its subsidiary, Shanghai Shengqu Shuming Enterprise Management Co., Ltd. (referred to as "Shengqu Shuming"), holds a 7.3121% stake in Guosheng Capital, which in turn holds 19,588,689 shares of Moer Thread Technology (Beijing) Co., Ltd. (referred to as "Moer Thread") [1] - Moer Thread was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on December 5, 2025, and Guosheng Capital's shares represent 4.8968% of Moer Thread's total share capital before the IPO and 4.1676% after the IPO [1] - The lock-up period for Guosheng Capital's shares in Moer Thread is 12 months post-listing [1] Group 2 - According to relevant accounting standards, the stake in Guosheng Capital is classified as a "financial instrument measured at fair value with changes recognized in profit or loss" and is reported under "other non-current financial assets" [2] - Based on the closing price of Moer Thread on December 10, 2025, the estimated impact of the stake on the company's net profit for the fourth quarter of 2025 is approximately 640 million yuan, which accounts for about 53% of the audited net profit attributable to the parent company for the fiscal year 2024 [2] - The fair value of the indirectly held shares in Moer Thread will fluctuate with the stock market price, leading to uncertainty regarding the impact on the company's performance for 2025 and beyond [2]

世纪华通12月10日公告，公司全资子公司上海盛趣数盟企业管理有限公司持有盛芯启程私募投资基金 （上海）合伙企业（有限合伙）7.3121%的份额。国盛资本持有摩尔线程智能科技（北京）股份有限公 司1958.8689万股。摩尔线程已于2025年12月5日在上海证券交易所科创板上市。 ...

人民财讯12月10日电，世纪华通（002602）12月10日公告，公司全资子公司盛趣数盟持有盛芯启程私募 投资基金(上海)合伙企业(有限合伙)(简称"国盛资本")7.3121%的份额。国盛资本持有摩尔线程1958.8689 万股，国盛资本所持股份占摩尔线程首次公开发行前总股本的4.8968%，占摩尔线程发行后总股本的 4.1676%。以摩尔线程2025年12月10日收盘价为基准初步估算，公司所持份额预计对公司2025年第四季 度净利润影响金额为6.4亿元，约占2024年度公司经审计归母净利润的53%。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：证券市场周刊市场号 文 |牛犇 今天，A股市场维持平稳，但向上趋势没有改变。 板块方面，前期热门的AI相关产业链普遍调整，不过往后看，AI仍是未来最热的主线之一。 算力链的一个大消息 据笔者观察，今天涨得最好的当数海南自贸、锂电等相关产业链，罗牛山、海南瑞泽、海南高速等一众 相关标的或触及涨停，或涨幅居前。相对而言，服务器、覆铜板、存储器、IDC（算力租赁）、电路 板、AI算力等AI相关产业链跌幅靠前，这与算力龙头一则最新消息相关。 12月9日晚间，海光信息和中科曙光同时发布《关于终止重大资产重组的公告》，原计划海光信息通过 向中科曙光全体A股换股股东发行A股股票的方式换股吸收合并中科曙光并募集配套资金，但由于本次 交易规模较大、涉及相关方较多，使得重大资产重组方案论证历时较长，目前市场环境较本次交易筹划 之初发生较大变化，本次实施重大资产重组的条件尚不成熟，双方决定终止本次交易事项。 也就是说，这起曾被市场视为算力领域最大规模收购之一的计划就此告终了。受此影响，在公告发出的 次一交易日，也就是今日，中科曙光股价跌停，海光信息同样 ...

科创50指数今日下跌0.03%，报收1346.70点，科创板全日成交量32.06亿股，成交额1803.46亿元，加权 平均换手率为1.66%。 证券时报·数据宝统计显示，今日可交易科创板股中，246只股收盘上涨，涨幅超过10%的有5只，涨幅 在5%至10%的有14只，收盘下跌的有343只，跌幅超10%的有1只。 科创板股换手率区间分布显示，换手率超过20%的有3只，换手率10%~20%的有15只，换手率5%~10% 的48只，换手率3%~5%的59只，换手率1%~3%的271只，换手率不足1%的有199只。 换手率最高的是C百奥，该股为今日上市的新股，收盘涨幅146.63%，换手率75.80%，日成交额16.71亿 元，全天主力资金净流入7.65亿元。其次是C摩尔，该股为上市5日内的新股，收盘涨幅16.98%，换手率 51.93%，日成交额108.17亿，全天主力资金净流出1.71亿元。换手率居前的还有恒坤新材、兴福电子、 德科立等，换手率分别为20.25%、18.88%、17.79%。 统计显示，换手率超5%的高换手率个股中，C百奥为今日上市的新股，C摩尔为上市5日内的新股。 从杠杆资金动向看，高换手个股中 ...

- The report does not contain any quantitative models or factors related to construction, testing, or evaluation[1][2][4]

摩尔线程涨超10%，总市值超3300亿元，股价突破700元创下历史新高。 来源：智通财经 ...

Company Overview - Moore Threads has become a market focus, with its stock price reaching a peak of 797.97 CNY per share, resulting in a market capitalization exceeding 350 billion CNY, marking a new high since its IPO [1] - The company is recognized as the largest IPO on the Sci-Tech Innovation Board this year, attracting 4.8266 million investors during its online issuance phase, with a final winning rate of only 0.036% [1] Upcoming Events - The recent surge in stock price is attributed to the upcoming first MUSA Developer Conference, where the founder will outline the full-stack development strategy centered on MUSA and unveil a new generation of GPU architecture [2] - The conference is scheduled for December 19-20, and will also introduce a comprehensive product system, core technologies, and industry solutions [2] Industry Growth - The GPU market is expected to experience explosive growth, with projections indicating that the Chinese GPU market will expand from 142.5 billion CNY in 2024 to 1,336.8 billion CNY by 2029, reflecting a CAGR of 53.7% from 2025 to 2029, significantly outpacing the global market [2] - The demand for GPUs is rapidly increasing due to the AI era, with domestic production entering an accelerated phase [2] Technological Advancements - Moore Threads, often referred to as "China's NVIDIA," has achieved breakthroughs in supporting AI computing acceleration and graphics rendering on a single chip architecture based on its self-developed MUSA architecture [2] - The company has launched four generations of GPU chip architectures, covering applications in AI computing, high-performance computing, and graphics rendering [2] Financial Performance - The company has demonstrated strong growth, with a compound annual growth rate (CAGR) of 208.44% in revenue from 2022 to 2024 [3] - In the first half of 2025, revenue reached 702 million CNY, surpassing the total revenue of the past three years, with AI computing contributing 94.73% of the revenue [3] - Although the company is currently in a loss position, the net loss has narrowed from 1.894 billion CNY in 2022 to 271 million CNY in the first half of this year [3] - The prospectus predicts that if revenue reaches 5.983 billion CNY by 2027 with an overall gross margin of 61%, the company could achieve profitability by that year [3]

盘面上，市场热点快速轮动，全市场超2800只个股下跌。海南、贵金属、零售等板块涨幅居前，培育钻石、银行、有机硅等板块跌幅居前。 一起来看看今天的市场热点。 01 摩王！再创新高 今日C摩尔-U，再创新高，盘中一度涨超26%，股价来到了 735元 跻身A股第三，仅次于贵州茅台和寒武纪。截至收盘涨16.98%。 | C摩尔-U | | | | | | | --- | --- | --- | --- | --- | --- | | 688795 已收盘 12-10 15:30:00 北京 | | | | | | | 735.00 +106.69 +16.98% | | | 4.91万人加自选 (Po | | | | | | | 科成融 | | | | 高 797.97 开 620.08 量 1525.85万股 | | | 总市值 3454.71亿 | | | | 低 617.01 额 108.17亿 换 51.93% | | 市盈TTM 亏损 | | | | | 分时 五日 日K 周K | | 季K 年K | | | | | 均价:708.94 最新:735.00 +106.69 +16.98% | | | | | ...

每日经济新闻消息，12月10日，市场探底回升，三大指数涨跌不一，深成指、创业板指盘中先后翻红， 创业板指此前一度跌超2%。截至收盘，沪指跌0.23%，深成指涨0.29%，创业板指跌0.02%。 板块方面，海南、贵金属、零售等板块涨幅居前，培育钻石、银行、有机硅等板块跌幅居前。 全市场超2800只个股下跌。沪深两市成交额1.78万亿元，较上一个交易日缩量1254亿。 和上周类似，今天A股处于"周中缩量回调"节奏，科技题材表现偏弱，但显然并不包括"国产GPU第一 股"摩尔线程。 上市首日，许多人以为688元会是"X年大顶"，却没料到，仅过去3个交易日，其股价高点就再度刷新至 797.97元。 这意味着，第一批"山顶资本"如果有足够耐心，是可以解套甚至大赚离场的。只不过，从周一周二合计 65.69%的换手率来看，多数人没能撑到今天。 那么问题来了：今天是谁在爆买摩尔线程？又出于什么理由呢？ （当然，我们还可以问，新晋"山顶资本"短期还能解套吗？） 首先，我们认为其目前的走势仍由短线资金主导。 并且，周一周二，其他科技龙头股正屡创新高，而摩尔线程才刚刚缩量企稳，筹码价格在某种意义上还 算"便宜"。 第三点原因在于，" ...