GPU独角兽IPO注册申请获批，还有多个行业龙头蓄势待发

Group 1 - The China Securities Regulatory Commission has approved the initial public offering (IPO) registration application of Moore Threads Intelligent Technology (Beijing) Co., Ltd. for listing on the STAR Market [1] - The founding team of Moore Threads has a strong background with NVIDIA, and the founder Zhang Jianzhong previously served as NVIDIA's global vice president and general manager for Greater China, indicating significant industry experience [1][2] - Moore Threads has made advancements in key areas of AI chip applications, including chip architecture design, software ecosystem compatibility with CUDA, and cluster communication capabilities, addressing bottlenecks in AI chip applications [1] Group 2 - Other domestic GPU companies such as Birun, Muxi, and Suiyuan have also submitted prospectuses or completed listing guidance, indicating a shift of domestic computing power from "laboratory" to "capital market" [1][2] - The domestic AI computing power sector is entering a growth phase, with leading companies like Haiguang Information and Cambricon reporting significant performance increases in their Q3 2025 reports, and maintaining a high growth trend for the year [1] - As of September 5, 2025, Moore Threads is negotiating expected orders worth approximately 2.004 billion yuan, with over 1.7 billion yuan in project contracts in the AI intelligent computing field [1]