IPO周报 | 云天励飞赴港上市；蓝箭航天、艺妙神州启动科创板IPO

Group 1: Company Overview - Yuntian Lifei Technology Co., Ltd. (Yuntian Lifei) submitted its prospectus to the Hong Kong Stock Exchange on July 30, 2025, aiming for a main board listing, following its successful debut on the STAR Market in 2023 [3] - Founded in 2014, Yuntian Lifei focuses on the research, design, and commercialization of AI inference chips, offering products and services for enterprise, consumer, and industry applications [3][4] - Yuntian Lifei is ranked among the top three providers of AI inference chip products and services in China, with significant revenue growth projected in the AI inference chip market [4] Group 2: Financial Performance - Yuntian Lifei's revenue for 2022, 2023, and 2024 was reported at 546 million, 506 million, and 917 million respectively, with a year-on-year revenue increase of over 168% to 264 million in Q1 of the current year [4] - The market size for AI inference chip products and services in China is expected to grow from 11.3 billion in 2020 to 162.6 billion by 2024, with a compound annual growth rate (CAGR) of 94.9% [4] Group 3: Industry Trends - The company plans to increase investment in AI inference chips, focusing on edge computing, cloud-based large model inference, and embodied intelligence [4] - Blue Arrow Aerospace signed a counseling agreement with CICC on July 25, 2023, to initiate its listing process on the STAR Market, potentially becoming the first commercial aerospace company listed on the STAR Market [6] - Founded in 2015, Blue Arrow Aerospace aims to create a comprehensive technology ecosystem centered around medium and large liquid oxygen-methane launch vehicles, having successfully launched the world's first liquid oxygen-methane rocket [6][7] Group 4: Biotechnology Sector - Beijing Yimiao Shenzhou Biopharmaceutical Co., Ltd. (Yimiao Shenzhou) signed a counseling agreement with CITIC Securities on July 23, 2023, to start its listing process on the STAR Market [10] - Established in 2015, Yimiao Shenzhou specializes in innovative gene cell drug technology for treating major diseases, with a focus on CAR-T therapies for various cancers [10][11] - The company has completed 10 rounds of financing, attracting investments from multiple venture capital firms and funds [12]