IPO周报 | 摩尔线程启动科创板IPO发行;宇树科技完成A股上市辅导
Sou Hu Cai Jing·2025-11-16 17:34

Group 1: IPO Developments - Moer Technology has officially launched its IPO process on the Sci-Tech Innovation Board, with plans to issue shares on November 24, 2023, marking the emergence of China's first domestic GPU stock [2] - The company focuses on the independent research and development of full-function GPUs and has achieved significant technological breakthroughs in AI computing acceleration and graphics rendering [2][3] - Yushu Technology has completed its domestic listing guidance and will soon submit its prospectus, specializing in high-performance robots and robotic components [4][5] Group 2: Company Performance and Market Position - Moer Technology has released four generations of GPU architecture chips since 2021, with products achieving performance levels comparable to international standards, such as the MTT S80 graphics card nearing the performance of NVIDIA's RTX 3060 [3] - Yushu Technology's revenue structure indicates that approximately 65% of sales come from quadruped robots, with a strong focus on research and education applications [5] - Tuda Technology has become the first global supplier to achieve mass production of automotive-grade LiDAR solutions, delivering over 181,131 units in the first three quarters of the year, reflecting a 7.7% year-on-year growth [6] Group 3: Financial Data and Growth - Insilico Medicine has reported revenue growth from $30.15 million in 2022 to an estimated $85.83 million in 2024, with a significant improvement in gross margin from 63.4% to 90.4% over the same period [8] - The company has narrowed its net loss from $222 million in 2022 to $17.1 million in 2024, indicating a dual-engine business model's effectiveness [8] - Tuda Technology has achieved a gross margin of 12.9% in the first five months of the year, with expectations of positive gross margins for four consecutive quarters starting from Q4 2024 [6]