2026 科创板首单！募资60亿！国产 GPU 龙头冲刺科创板

Core Viewpoint - Shanghai Suiruan Technology has officially submitted its IPO application to the Shanghai Stock Exchange, aiming to raise 6 billion yuan for the development and industrialization of fifth and sixth-generation AI chips, targeting the global AI computing power market [1]. Group 1: Company Overview - Suiruan Technology is a leading player in the domestic cloud AI chip sector, focusing on "original innovation and independent research and development" to become a leader in general artificial intelligence infrastructure [5]. - The company has established a comprehensive core technology system covering hardware, software, and cluster solutions, with 262 domestic invention patents and participation in over 10 national and local technology projects [5][11]. - Suiruan Technology has developed GCU-CARE acceleration computing units and GCU-LARE interconnect technology, comparable to NVIDIA's Tensor Core and NVlink, ensuring programming flexibility and high parallel computing adaptability for AI large models [5][6]. Group 2: Product and Technology Development - The company has created a full-stack AI computing and programming software platform called "Yusuan TopsRider," which supports over 400 mainstream models and 300 application scenarios, significantly reducing development difficulty and migration costs for AI large models [6]. - Suiruan Technology's AI acceleration cards and modules are a core revenue source, providing high-performance domestic computing power for various AI applications [8]. - The CloudBlazer POD and distributed architecture of the CloudBlazer cluster enable efficient support for large model training, with products designed for different scales and requirements [9]. Group 3: Market Opportunity and Strategy - The global AI accelerator card market is projected to grow from over $100 billion in 2024 to over $500 billion by 2028, with China's market demand expected to exceed 1 trillion yuan, accounting for about 30% of the global market [12]. - The company plans to use the raised funds to address technology and market gaps, focusing on developing high-performance, efficient, and secure fifth-generation AI chips and enhancing interconnect capabilities in the sixth-generation chips [13]. - Suiruan Technology aims to lead the domestic AI chip sector by adhering to the principles of "national core, national manufacturing" and actively participating in major technological projects [14].