国产GPU龙头，本周申购！
Zheng Quan Shi Bao·2025-12-01 00:09

Core Viewpoint - The A-share market will see the subscription of two new stocks this week, Mu Xi Co., Ltd. and Angrui Micro, both set to open for subscription on Friday [1] Group 1: Mu Xi Co., Ltd. - Mu Xi Co., Ltd. is a leading domestic enterprise in high-performance general-purpose GPU products, becoming the second domestic GPU company to list on the A-share market after Moore Threads [1] - The company focuses on the research, design, and sales of full-stack GPU products for artificial intelligence training and inference, general computing, and graphics rendering [2][3] - Mu Xi's product lineup includes the Xisi N series GPU for intelligent computing inference, the Xiyun C series GPU for training and general computing, and the upcoming Xicai G series GPU for graphics rendering [3] - The company has achieved cumulative GPU sales exceeding 25,000 units and has established a comprehensive ecosystem and commercial layout across various industries, including education, finance, transportation, energy, healthcare, and entertainment [4] - Revenue projections for Mu Xi from 2022 to 2024 are 42.64 million, 53 million, and 743 million, with net losses of 77.7 million, 87.1 million, and 140.9 million respectively [4] Group 2: Angrui Micro - Angrui Micro has a subscription limit of 3,500 shares per account, requiring a minimum market value of 35,000 in the Shanghai market [6] - The company specializes in the design and sales of RF front-end chips, RF SoC chips, and other analog chips, recognized as a national-level "little giant" enterprise [6] - Angrui Micro's RF front-end chips have been successfully sold to major brands such as Honor, Samsung, Vivo, Xiaomi, and OPPO [7] - Revenue projections for Angrui from 2022 to 2024 are 923 million, 1.695 billion, and 2.101 billion, with net losses of 290 million, 450 million, and 65 million respectively [7] - The funds raised will be invested in the R&D and industrialization of 5G RF front-end chips and modules, RF SoC development, and the construction of headquarters and R&D centers [7]