国产芯片“三雄”聚首科创板，摩尔线程上市丨打新早知道

Group 1: New Stock Offerings - Two new stocks are available for subscription: Angrui Microelectronics (688790.SH) and Muxi Co., Ltd. (688802.SH) [1] - A new stock, Moer Thread (688795.SH), is set to be listed on the Sci-Tech Innovation Board [1] Group 2: Angrui Microelectronics - Angrui Microelectronics specializes in RF and analog integrated circuit design and is recognized as a national-level "little giant" enterprise [2] - The company focuses on the research, design, and sales of RF front-end chips, RF SoC chips, and other analog chips [2] - Angrui Microelectronics ranks among the top three domestic RF front-end manufacturers based on revenue from transmission products [4][5] - The company has achieved breakthroughs in key core technologies and has successfully commercialized its 5G high-integration module technology with major smartphone brands [4] Group 3: Muxi Co., Ltd. - Muxi Co., Ltd. is a leading domestic enterprise in high-performance general-purpose GPU products, focusing on the development of high-performance GPU chips and computing platforms [6] - The company aims to provide foundational computing power for various sectors, including AI, finance, transportation, and healthcare [6] - Muxi's revenue from its training and inference series GPU boards has significantly increased, while its revenue from IP licensing has decreased [10] - The company employs a combination of direct sales and distribution for its products, with a dedicated sales team for customer engagement [10] Group 4: Moer Thread - Moer Thread is recognized as the "first domestic GPU stock" and is often referred to as the "Chinese version of Nvidia" [11][12] - The company focuses on the research, design, and sales of GPUs and related products, targeting high-performance computing fields [12] - Moer Thread has established deep partnerships with operators, cloud service providers, and AI enterprises to enhance its market responsiveness [17] - The company has a high concentration of sales, with its top five customers accounting for 98.29% of its main business revenue [17]