Core Viewpoint - The successful listing of Muxi Co., Ltd. on the STAR Market marks a significant event in the domestic GPU sector, with its stock price surging by 568.83% on the opening day, indicating strong market enthusiasm and investor interest in the company [1][2]. Group 1: Company Performance - Muxi Co., Ltd. had an opening price of 700 yuan, significantly higher than its issuance price of 104.66 yuan, resulting in a potential profit of 297,700 yuan for investors who received shares [1]. - The company achieved a market capitalization exceeding 280 billion yuan on its first trading day, making it the most profitable new stock of the year [1]. - Muxi Co., Ltd. reported a staggering revenue growth from 426,400 yuan in 2022 to 743 million yuan in 2024, with a compound annual growth rate of 4074.5% [5]. Group 2: Market Participation - The subscription rate for Muxi Co., Ltd. was 0.03348913%, slightly lower than that of Moer Technology, indicating a competitive interest in the stock [1]. - The company had a low abandonment rate, with only 20,349 shares abandoned, amounting to 2.1297 million yuan, which is less than the abandonment amount for Moer Technology [2]. - Institutional investors accounted for 70.26% of the offline issuance, with public funds being the largest beneficiaries, securing over 1.4 billion yuan in total [3]. Group 3: Strategic Investors - Muxi Co., Ltd. attracted significant strategic investments from major players, including the National Artificial Intelligence Industry Investment Fund and China Telecom, with a total of 760,540 shares allocated to 10 strategic investors [2]. - Notable investors like Ge Weidong and his Shanghai Chaos Investment Group hold a combined 6.73% stake in Muxi Co., Ltd., valued at approximately 18.85 billion yuan at the opening price [3][4]. Group 4: Competitive Landscape - Muxi Co., Ltd. and Moer Technology are seen as the two leading companies in the domestic GPU market, with Muxi focusing on high-performance general-purpose GPUs for AI training and inference, while Moer Technology offers a broader range of GPU functionalities [4]. - Muxi Co., Ltd. is projected to reach breakeven by 2026, potentially ahead of Moer Technology, which is expected to achieve profitability in 2027 [5]. - The market environment has changed since Moer Technology's listing, with recent adjustments in AI sector stocks affecting investor sentiment [6].
沐曦股份上市首日开盘暴涨568.83%，成A股年内第一“肉签”，私募大佬葛卫东暴赚！