明日申购!“国产GPU第一股”来了
Zhong Guo Ji Jin Bao·2025-11-23 06:41

Core Viewpoint - Two new stocks are available for subscription next week, with Moer Thread set to become the "first domestic GPU stock" in China [2] Group 1: Moer Thread - Moer Thread's subscription code is 787795, with an issue price of 114.28 yuan per share and a total issuance of 70 million shares, of which 11.2 million shares are for online subscription [2] - The company focuses on the research, design, and sales of GPUs and related products, having launched four generations of GPU architecture since its establishment in 2020 [2] - Moer Thread's projected revenues for 2025 are between 1.218 billion yuan and 1.498 billion yuan, representing a year-on-year growth of 177.79% to 241.65% [5][6] - The net profit attributable to the parent company for 2025 is expected to be between -1.168 billion yuan and -730 million yuan, showing a year-on-year improvement of 27.82% to 54.89% [5][6] Group 2: Bai Ao Sai Tu - Bai Ao Sai Tu's subscription code is 787796, with the issue price and P/E ratio yet to be disclosed, but the industry P/E ratio is referenced at 39.58 times [2] - The company operates in the preclinical CRO and biotechnology sectors, with four technology platforms, including gene editing and antibody drug discovery [7] - Bai Ao Sai Tu's projected revenue for 2025 is 1.351 billion yuan, reflecting a year-on-year growth of 37.75%, with a net profit attributable to the parent company expected to be 135.37 million yuan, a significant increase of 303.57% [10]