“国产图形处理器第一股”花落北京
Bei Jing Ri Bao Ke Hu Duan·2025-12-05 22:39

Core Viewpoint - The successful IPO of Moores Threads, the first domestic GPU company, on the Shanghai Stock Exchange's Sci-Tech Innovation Board marks a significant milestone in China's high-end GPU chip industry, indicating a complete industrial loop from core technology development to capital market empowerment [1] Group 1: Company Overview - Moores Threads, founded by Zhang Jianzhong, a former NVIDIA executive, aims to fill the gap in the domestic general-purpose GPU market, which has been heavily reliant on foreign products [2] - The company has developed a unified system architecture called MUSA, enabling it to produce its first full-function GPU within a year and five chips within five years, showcasing rapid technological advancement [3] Group 2: Market Performance - On its first trading day, Moores Threads' stock opened at 650 CNY per share, a 468.78% increase from the issue price of 114.28 CNY, with a market capitalization exceeding 300 billion CNY [4] - The IPO process was notably swift, taking only 88 days from application acceptance to approval, setting a new record for the Sci-Tech Innovation Board [4] Group 3: Industry Context - The rapid growth of AI has led to a surge in demand for computing power, making the development of domestically produced GPUs a strategic priority for China in the global computing competition [2] - The Beijing innovation ecosystem has provided substantial support for the rapid development of domestic chip companies, including financial backing and policy assistance [5][6] Group 4: Future Prospects - Moores Threads plans to leverage its full-function GPU to meet national and local strategic needs, aiming to drive the computing industry towards greater generality and intelligence [6]