中国服务器龙头超聚变筹备上市

Core Viewpoint - The domestic server leader, Super Fusion, is actively preparing for its IPO, indicating a significant move in the tech industry and potential investment opportunities [1][4]. Group 1: Company Overview - Super Fusion, originally Huawei's X86 server business, was established as an independent entity in 2021 after being spun off due to U.S. sanctions [4]. - The company is now focused on computing infrastructure and services, having experienced rapid revenue growth since its independence [4]. Group 2: Financial Performance - Super Fusion's sales revenue is projected to exceed 40 billion yuan in 2024, with a target of over 50 billion yuan for the entire year of 2025 [4]. - The company reported a doubling of revenue in the first quarter of this year, showcasing strong financial performance [4]. Group 3: Market Position - According to IDC's report, Super Fusion ranks second among server manufacturers in China, with sales of approximately 26.8 billion yuan, trailing only Inspur's 57.6 billion yuan [4]. Group 4: Valuation and IPO Plans - Current market valuation for Super Fusion is estimated between 80 billion to 100 billion yuan [5]. - The year 2025 is identified as a critical year for Super Fusion's IPO, coinciding with key reforms in state-owned enterprises [5].