超过摩尔线程!沐曦股份高开568%,单签盈利近30万
Di Yi Cai Jing·2025-12-17 02:02

Core Viewpoint - Muxi Co., Ltd. has become the most profitable new stock since the full registration system in A-shares, with a significant opening price increase of 568% and a market capitalization of 280 billion yuan, resulting in a single signing profit of nearly 300,000 yuan [1]. Group 1: Company Performance - Muxi Co., Ltd. focuses on the independent research and development of high-performance GPU chips and computing platforms, with key products including the Xisi N series GPU for intelligent computing inference and the Xiyun C series GPU for training and general computing [2]. - The latest product, the Xiyun C600 series, has performance between NVIDIA's A100 and H100, achieving a closed-loop domestic supply chain from chip design to packaging and testing, with risk mass production expected by the end of this year and formal mass production in the first half of next year [2]. - As of March 2025, Muxi Co., Ltd. has sold over 25,000 GPU products, with applications in various AI public computing platforms and commercial intelligent computing centers [3]. Group 2: Financial Performance - Muxi Co., Ltd. reported revenues of 426,400 yuan, 53.02 million yuan, and 743 million yuan for the years 2022 to 2024, with a compound annual growth rate of 4,074.52% over the last three years [3]. - In the first three quarters of this year, the company's revenue grew by 453.52% year-on-year, reaching 1.236 billion yuan [3]. - The company anticipates reaching breakeven by 2026 based on forward-looking estimates [3]. Group 3: Market Position - Muxi Co., Ltd. has become a leading player in the domestic high-performance general GPU market, benefiting from the support of AMD's technology and the ongoing trend of domestic substitution [3].