比摩尔线程还抢手,沐曦股份中签号揭晓
21世纪经济报道·2025-12-08 11:52

Core Viewpoint - The article discusses the upcoming IPO of Muxi Co., which is expected to be highly sought after, similar to the recent success of Moer Thread, the first domestic GPU company to go public. Muxi's stock performance post-IPO is anticipated to be promising due to its low subscription rates and high investor interest [1][4]. Group 1: IPO Details - Muxi Co. announced its IPO on December 8, with a total of 19,331 winning numbers for the subscription, allowing each winner to purchase 500 shares [1]. - The initial subscription rate for Muxi was 0.02223023%, which improved to a final rate of 0.03348913% after the allocation mechanism was activated [3][6]. - The IPO price for Muxi was set at 104.66 yuan per share, giving it a market capitalization of approximately 41.874 billion yuan and a price-to-sales ratio of 56.35 times [6]. Group 2: Comparison with Moer Thread - Muxi's subscription rates were lower than those of Moer Thread, which had an initial subscription rate of 0.02423369% and a final rate of 0.03635054% [6]. - Moer Thread's IPO was priced at 114.28 yuan per share, with a market capitalization and price-to-sales ratio significantly higher than Muxi's [6]. - Muxi's fundraising is primarily directed towards the development of high-performance GPUs and AI inference chips, indicating a strong focus on innovation in the GPU sector [6][8]. Group 3: Company Strategy and Market Position - Muxi's CEO outlined a three-step development strategy aimed at transitioning from product advantages to market leadership, emphasizing the importance of maintaining a competitive edge in R&D and building brand reputation [7]. - The company plans to focus on cloud and edge computing markets, with funds allocated for the development of next-generation chips designed for AI inference [8]. - Muxi's revenue growth has been substantial, with a compound annual growth rate of 4074.52% from 2022 to 2024, indicating strong market potential despite currently lower revenue compared to peers [12].