摩尔线程,最新公告!
中国基金报·2026-01-21 14:45

Core Viewpoint - Moore Threads expects a net loss of 950 million to 1.06 billion yuan in 2025, despite projected revenue growth of 1.45 billion to 1.52 billion yuan, representing a year-on-year increase of 230.70% to 246.67% [2][3]. Group 1 - The company anticipates achieving high revenue growth for four consecutive years, while also narrowing its net losses for the same period [3]. - Moore Threads focuses on the research and innovation of full-featured GPUs, successfully launching the flagship MTT S5000 GPU, which has reached market-leading performance and is in mass production [3]. - The company has completed the construction of large-scale clusters based on its products, which efficiently support the training of large models with trillions of parameters, achieving advanced computational efficiency compared to similar international GPU clusters [3]. Group 2 - Despite the growth, the company acknowledges existing gaps in R&D strength, core technology accumulation, and product ecosystem compared to international giants [3]. - The booming AI industry and strong demand for high-performance GPUs have enhanced the company's competitive advantage, leading to increased market recognition and revenue growth, while overall losses have narrowed year-on-year [3]. - Moore Threads will use its own funds to meet the financial needs of its fundraising projects, ensuring the smooth progress of GPU R&D projects, which will focus on three core areas: next-generation AI training and inference chips, next-generation graphics chips, and next-generation AI SoC chips [3]. Group 3 - As of January 21, the company's stock price closed at 627.3 yuan per share, with a market capitalization of 294.8 billion yuan [4].