险资入局“硬科技” 助国产GPU“双子星”登陆科创板
Jin Rong Shi Bao·2025-12-24 03:18

Group 1 - The core viewpoint of the articles highlights the successful listing of domestic GPU companies, Moore Threads and Muxi Co., on the STAR Market, indicating a significant milestone for China's semiconductor industry [1][2] - The GPU development process is characterized by high investment, high risk, and long cycles, requiring stable long-term capital rather than short-term speculative funds [1] - Insurance capital is emerging as a crucial source of support for the rise of domestic chips due to its large scale, long duration, and stable sources [1] Group 2 - Muxi Co.'s prospectus reveals that China Life Capital's Guoshou Science and Technology Innovation Fund holds 3.417 million shares, representing 0.85% post-IPO [1][2] - Multiple insurance companies are indirectly investing in Muxi Co. through equity investment funds, with significant holdings from various insurers such as AIA, PICC, and others [2] - Moore Threads has also attracted insurance capital, with a strong lineup of strategic placement institutions participating in its issuance, totaling 38.5896 million shares and an allocation amount of 4.41 billion yuan [2][3]