国产GPU第二股中签结果揭晓

Core Viewpoint - The domestic GPU company Muxi Co., Ltd. is set to launch on the Sci-Tech Innovation Board, following the successful IPO of Moer Technology, which has significantly raised market expectations for domestic computing chips [1][7]. Group 1: IPO and Market Performance - Muxi Co., Ltd. announced its IPO results, with a final online subscription rate of 0.03348913%, lower than Moer Technology's rate of 0.03635054% [1]. - Moer Technology's stock surged by 468.78% on its first trading day, closing at 600.50 yuan per share, showcasing high market interest in domestic computing chips [1]. - Muxi's IPO price is set at 104.66 yuan per share, with over 517.51 million valid subscription accounts and a total subscription amount reaching 28.862 billion shares [2]. Group 2: Strategic Investments and Market Trends - Muxi's strategic investors include major players like the National Artificial Intelligence Industry Investment Fund and subsidiaries of China Telecom and JD.com, indicating strong institutional interest [2]. - The GPU market in China is projected to reach approximately 107.3 billion yuan in 2024, with a year-on-year growth of 32.96% [3]. Group 3: Company Overview and Financial Projections - Muxi Co., Ltd. focuses on developing GPUs for AI training, inference, and general computing, with a product lineup that includes the Xisi N series and Xiyun C series GPUs [4]. - The company aims to achieve breakeven as early as 2026, with projected revenues of 7.43 billion yuan in 2024, showing significant growth from previous years [6]. - Muxi's cumulative GPU sales exceeded 25,000 units by March 2023, contributing to a notable increase in revenue [4]. Group 4: Industry Dynamics and Future Outlook - The domestic GPU market has historically been dominated by foreign giants, but recent trends indicate a shift towards domestic production due to government support and technological advancements [5][6]. - The IPOs of Moer Technology and Muxi Co., Ltd. reflect a broader acceleration in the domestic high-end computing industry, driven by increased demand for AI capabilities and a strategic focus on self-sufficiency [7][8]. - Muxi plans to invest 3.904 billion yuan in R&D projects aimed at developing high-performance GPUs, which is expected to enhance its technological capabilities and market position [7].