暗盘狂涨 45.23%!通用 GPU 龙头天数智芯登陆港股,一手赚 6540 港元,成长空间全面打开!

Core Viewpoint - The article highlights the impressive market performance and growth potential of TianShu ZhiXin, a leading company in the general GPU chip and AI computing solutions sector, following its significant stock price increase in the Hong Kong market [1]. Group 1: Market Performance - TianShu ZhiXin's stock price surged by 45.23% during after-hours trading, reaching a peak of 209.00 HKD, indicating strong investor interest in AI computing stocks [1]. - The stock's trading volume was 6,700 shares, with a total transaction value of 1.4 million HKD, reflecting robust market activity [3]. Group 2: Product and Technology - The company has developed a comprehensive product matrix, including the "TianGai" training series and "ZhiKai" inference series, compatible with major domestic and international AI ecosystems and deep learning frameworks [4]. - From 2022 to 2024, the shipment volume of general GPU products is projected to grow from 7,800 units to 16,800 units, with a remarkable increase of over 227% in the first half of 2025 compared to the same period in 2024 [4]. Group 3: Customer Expansion and Financial Growth - The total number of customers served by the company increased from 22 in 2022 to 181 in 2024, with over 290 customers expected by June 30, 2025, showcasing the company's competitive market position [6]. - Revenue figures indicate continuous growth, with revenues of 189 million CNY, 289 million CNY, and 540 million CNY projected for 2022, 2023, and 2024 respectively, and an anticipated revenue of 324 million CNY for the first half of 2025 [6]. Group 4: Future Growth Potential - The company is expected to benefit from the expansion of application scenarios in emerging fields such as autonomous driving, physical AI, and edge computing, which will further broaden the use cases for general GPUs [6]. - With a strategy focused on "technology + capital + ecosystem," the company aims to evolve from a domestic leader in computing power to a significant player in the global AI computing landscape, indicating strong long-term growth potential [6].