本周2只新股可申购 国产GPU赛道再添猛将

Group 1: New Stock Offerings - Two new stocks available for subscription this week: Beijing Angrui Microelectronics Technology Co., Ltd. and Muxi Integrated Circuit (Shanghai) Co., Ltd. [1] - Muxi is recognized as the "second domestic GPU stock" following Moore Threads, focusing on AI training inference, general computing, and graphics rendering with fully proprietary GPU IP [1][2] Group 2: Company Profiles - Angrui Micro is a leading domestic manufacturer of RF front-end chips, supported by investments from Xiaomi and Huawei, with a market share of approximately 20% in the domestic RF front-end market [1][2] - The company has a comprehensive product line covering all series of RF front-end chips for 5G/4G/3G/2G, achieving performance levels comparable to international competitors [2] - Muxi has established a clear product matrix with three main product lines, including the "Xiyun C series" for AI training and general computing, the "Xisi N series" for AI inference, and the "Xicai G series" for graphics rendering [2] Group 3: Financial Performance - Muxi's revenue is projected to grow from 426,400 yuan in 2022 to 743 million yuan in 2024, reflecting a compound annual growth rate of 4074.52% [3] - Angrui Micro ranks among the top three domestic RF front-end manufacturers with a revenue scale of 2.101 billion yuan in 2024 [2] Group 4: Market Trends - The new stock market has maintained a record of zero first-day price drops, with electronic stocks averaging a first-day increase of 248.04% as of November 28 [3] - Notable first-day performance includes Dingjia Precision on the North Exchange with a 479.12% increase and Tongyu New Materials on the Growth Enterprise Market with a 128.05% increase [3]