沐曦多只概念股下跌

Core Viewpoint - The GPU manufacturer Muxi Co., Ltd. (688802.SH) was listed on the STAR Market on December 17, with an initial offering price of 104.66 CNY per share, leading to a market capitalization of 41.874 billion CNY. The stock price surged by 567.88% to reach 699 CNY per share, resulting in a market cap of 279.7 billion CNY, with investors earning approximately 297,000 CNY per share [2][3]. Company Performance - Muxi reported revenues of 426,400 CNY in 2022, 53.0212 million CNY in 2023, and projected revenues of 743 million CNY and 320 million CNY for the first three months of 2024. The company has incurred net losses of 777 million CNY, 871 million CNY, 1.409 billion CNY, and 233 million CNY for the respective periods [4][5]. - For the first half of this year, Muxi's revenue was 915 million CNY, reflecting a year-on-year growth of 404.51%, but it still reported a loss of 186 million CNY. The company anticipates revenues of 1.2 billion to 1.26 billion CNY for the first nine months of the year, indicating a year-on-year growth of 437.36% to 464.23%, with expected losses of 300 million to 380 million CNY [4][6]. Market Position and Competition - Muxi is recognized as a leading developer of high-performance general-purpose GPU products in China, with a cumulative sales volume of over 25,000 units. However, the company has not yet achieved profitability [4][5]. - The domestic GPU chip market has been dominated by foreign giants, resulting in low penetration rates for domestic products. Muxi's N100 series of intelligent computing inference GPUs are still in the early stages of sales growth [5][6]. - Muxi's market share in the Chinese AI chip market is projected to be around 1% in 2024, amidst increasing competition and a rising trend in the penetration rate of domestic AI chip brands [6].