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国产GPU龙头,周三上市
Zheng Quan Shi Bao· 2025-12-15 12:20
2022—2024年,公司实现营业收入分别为42.64万元、0.53亿元、7.43亿元,归属于母公司所有者的净利 润分别为-7.77亿元、-8.71亿元、-14.09亿元。 沐曦股份公告,公司股票将于2025年12月17日(周三)在上海证券交易所科创板上市。 公司主要产品全面覆盖人工智能计算、通用计算和图形渲染三大领域,报告期内先后推出了用于智算推 理的曦思N系列GPU、用于训推一体和通用计算的曦云C系列GPU,以及正在研发用于图形渲染的曦彩 G系列GPU。公司的GPU产品基于自主研发的GPUIP与统一的GPU计算和渲染架构,在通用性、单卡性 能、集群性能及稳定性、生态兼容与迁移效率等方面具备较强的核心竞争力,产品综合性能已处于国内 领先水平。围绕高能效、高通用的GPU产品,公司打造了自主开放、高度兼容国际主流GPU生态 (CUDA)的软件生态体系,具备易用性和可扩展性。 值得注意的是,沐曦股份发行价为104.66元/股,在年内发行的科创板新股中仅次于摩尔线程的114.28 元/股,位居年内科创板第二高,其网上弃购金额也低于摩尔线程(334.86万元)。 凭借突出的产品性能和稳定的供应能力,截至报告期末,公司 ...
沐曦股份:将于12月17日在上海证券交易所科创板上市
Zheng Quan Shi Bao· 2025-12-15 12:16
(原标题:沐曦股份:将于12月17日在上海证券交易所科创板上市) 2022—2024年,公司实现营业收入分别为42.64万元、0.53亿元、7.43亿元,归属于母公司所有者的净利 润分别为-7.77亿元、-8.71亿元、-14.09亿元。 沐曦股份公告,公司股票将于2025年12月17日(周三)在上海证券交易所科创板上市。根据《上海证券 交易所科创板上市公司自律监管指引第5号——科创成长层》,上市时未盈利的科创板公司,自上市之 日起纳入科创成长层。截至本公告披露日,沐曦股份尚未盈利,自上市之日起将纳入科创成长层。 值得注意的是,沐曦股份发行价为104.66元/股,在年内发行的科创板新股中仅次于摩尔线程的114.28 元/股,位居年内科创板第二高,其网上弃购金额也低于摩尔线程(334.86万元)。 据了解,沐曦股份是国内高性能通用GPU产品的主要领军企业,成功上市后,公司将成为继摩尔线程之 后第二家登陆A股市场的国产GPU公司。 根据招股书,沐曦股份致力于自主研发全栈高性能GPU芯片及计算平台,公司主营业务是研发、设计和 销售应用于人工智能训练和推理、通用计算与图形渲染领域的全栈GPU产品,并围绕GPU芯片提供 ...
摩尔线程股价突破900元大关 续创上市以来新高
Core Viewpoint - Moore Threads (688795) experienced a significant stock surge, rising nearly 28% to surpass the 900 yuan mark, reaching a new high since its listing [1] Group 1: Stock Performance - As of the latest report, the stock is up approximately 24%, with trading volume exceeding 12 billion yuan [1] Group 2: Upcoming Developments - On December 9, the company announced plans to unveil a new generation GPU architecture, which will include a comprehensive product system, core technologies, and industry solutions [1] - The first MUSA Developer Conference (MDC 2025) will take place from December 19 to 20 in Beijing, focusing on the MUSA unified system architecture and showcasing the company's full-stack capabilities and ecosystem progress [1] - The main forum of the conference will emphasize the core engine driving digital transformation across various industries—intelligent computing power [1] - Zhang Jianzhong, the founder, chairman, and CEO of Moore Threads, will present a systematic overview of the full-stack development strategy centered around MUSA and the company's future vision, along with the new GPU architecture and industry solutions [1]
上市第四天,750元!A股第三
Xin Lang Cai Jing· 2025-12-10 04:15
今天上午,A股调整。大消费表现活跃,零售、免税店、影视院线等板块涨幅居前。海南本地股、有色 金属、工程机械等板块上涨。科技股表现分化,昨天表现活跃的算力链回调。 截至上午收盘,上证指数下跌0.72%,深证成指下跌0.56%,创业板指下跌1.23%。 科技股分化 今天上午,科技股表现分化。中科曙光跌停,海光信息下跌2.31%。胜宏科技、工业富联、寒武纪、新 易盛等龙头股也下跌。 12月9日晚,海光信息、中科曙光双双发布公告称,两家公司分别召开董事会会议,同意终止海光信息 拟换股吸收合并中科曙光的交易。12月10日15:00—16:00,双方将召开终止重大资产重组投资者说明 会。 上市第四天的摩尔线程大涨,上午上涨19.37%,盘中股价创上市以来新高,最新市值为3525.2亿元,上 午收盘价为750元,超越源杰科技,成为A股第三高价股。 12月9日,摩尔线程在微信公众号发文表示,12月19日至20日,摩尔线程首届MUSA开发者大会 (MUSA Developer Conference)将在北京中关村国际创新中心拉开帷幕。大会主论坛将聚焦驱动千行 百业数智化转型的核心引擎——智能算力。摩尔线程创始人、董事长兼CEO ...
摩尔线程19日发布新一代GPU架构,张建中详解MUSA战略
Bei Jing Shang Bao· 2025-12-09 07:30
【摩尔线程即将发布新一代GPU架构】#摩尔线程将发新一代GPU架构# 12月9日,据#摩尔线程# (688795)微信公众号消息,公司新一代GPU架构即将发布。 12月19日至20日,摩尔线程首届MUSA开发者大会将在北京中关村国际创新中心拉开帷幕。大会主论坛 将聚焦驱动千行百业数智化转型的核心引擎——智能算力。摩尔线程创始人、董事长兼CEO张建中将首 次系统阐述以MUSA为核心的全栈发展战略与未来愿景,并重磅发布新一代GPU架构、推出涵盖产品体 系、核心技术及行业解决方案的完整布局,分享多领域落地案例与生态建设进展。(北京商报记者 马 换换 王蔓蕾) ...
摩尔线程,新一代GPU架构即将发布
Xin Lang Cai Jing· 2025-12-09 05:22
Core Insights - The first MUSA Developer Conference (MDC 2025) organized by Moore Threads will take place from December 19 to 20 at the Zhongguancun International Innovation Center in Beijing, focusing on full-function GPUs [1][2] - The conference aims to address the themes of technological self-reliance and industrial upgrading, with the core philosophy of "Create, Connect, Converge" [1][2] Main Forum Highlights - The main forum will focus on intelligent computing as a key driver for digital transformation across various industries [1][2] - Zhang Jianzhong, founder and CEO of Moore Threads, will present the full-stack development strategy centered around MUSA and unveil a new generation of GPU architecture, along with a comprehensive layout of product systems, core technologies, and industry solutions [1][2] - The presentation will also cover practical applications in AI computing, graphics rendering, scientific computing, and multi-scenario integration, as well as ecological development and forward-looking insights [1][2] Technical Sub-forums - The conference will feature over 20 technical sub-forums covering critical areas such as intelligent computing, graphics computing, scientific computing, AI infrastructure, edge intelligence, embodied intelligence, and developer tools and platforms [3] - These sub-forums aim to promote the deep integration of cutting-edge technologies and industry practices [3] MUSA Carnival - Moore Threads will collaborate with various ecosystem partners to create an immersive "MUSA Carnival" spanning over 1000 square meters [4]
摩尔线程,新一代GPU架构即将发布
第一财经· 2025-12-09 05:20
Core Insights - The first MUSA Developer Conference (MDC 2025) will be held from December 19 to 20 in Beijing, focusing on full-function GPU development [1] - The conference aims to address the themes of technological self-reliance and industrial upgrading, with the core philosophy of "Create, Connect, Converge" [1] Group 1: Conference Highlights - The main forum will focus on intelligent computing as a key driver for digital transformation across various industries [1] - Zhang Jianzhong, the founder and CEO of Moore Threads, will present the full-stack development strategy centered around MUSA and unveil a new generation of GPU architecture [1] - The conference will showcase a complete layout of product systems, core technologies, and industry solutions, along with sharing practical cases and ecosystem development progress [1] Group 2: Technical Forums and Topics - Over 20 technical sub-forums will be established, covering critical areas such as intelligent computing, graphics computing, scientific computing, AI infrastructure, edge intelligence, embodied intelligence, and developer tools and platforms [1] - The aim is to promote the deep integration of cutting-edge technologies and industry practices [1] Group 3: Immersive Experience - Moore Threads will collaborate with various ecosystem partners to create an immersive "MUSA Carnival" covering over 1000 square meters [2]
刚上市的摩尔线程,即将揭晓新一代GPU架构
机器之心· 2025-12-09 03:17
Core Viewpoint - The MUSA Developer Conference (MDC 2025) will be held on December 19-20, 2025, in Beijing, focusing on the development of full-function GPUs and aiming to explore breakthroughs in domestic computing power and the creation of a new autonomous computing ecosystem [2][4]. Group 1: Conference Overview - MDC 2025 is the first domestic conference dedicated to full-function GPUs, emphasizing the themes of creation, connection, and convergence [2]. - The conference aims to gather global developers, technology leaders, and industry pioneers to discuss the self-reliance in technology and industrial upgrades [2]. - The event will showcase the MUSA technology system and its full-stack capabilities, promoting the integration of GPU technology across various industries [2][4]. Group 2: Main Forum Highlights - The main forum will focus on intelligent computing as a core engine for digital transformation across industries, with a keynote by Zhang Jianzhong, founder and CEO of Moole Technology, detailing the full-stack development strategy centered around MUSA [4]. - A new generation GPU architecture will be unveiled, along with a comprehensive layout of product systems, core technologies, and industry solutions [4]. - The forum will also share practical applications and ecological progress in AI computing, graphics rendering, and scientific computing [4]. Group 3: Technical Sessions - Over 20 technical sub-forums will be held, covering key areas such as intelligent computing, graphics computing, AI infrastructure, and developer tools [6]. - The "Moole Academy" will be established to empower developers through systematic technical sharing, resource integration, and talent cultivation [6]. Group 4: Interactive Experience - A 1000 square meter immersive "MUSA Carnival" will be created, featuring diverse thematic exhibition areas that cover cutting-edge technologies and popular application scenarios [8]. - The carnival will include interactive live demonstrations, allowing attendees to experience innovations in AI, digital twins, and more [8][11]. Group 5: Company Vision - Moole Technology aims to provide accelerated computing infrastructure and one-stop solutions to support digital transformation across various industries [26]. - The company aspires to become a leading GPU enterprise with international competitiveness, focusing on the integration of AI and digital twin technologies [26].
又一国产GPU龙头,中签率出炉!
Zheng Quan Shi Bao· 2025-12-07 12:54
今日,沐曦股份(688802)公告,回拨机制启动后,网下最终发行数量为2282.9081万股,占扣除最终战略配售部分后本次发行数量的70.26%,网上最终 发行数量为966.55万股,占扣除最终战略配售部分后本次发行数量的29.74%。回拨机制启动后,网上发行最终中签率为0.03348913%。 沐曦股份网上发行最终中签率出炉。 资料显示,沐曦股份是国内高性能通用GPU产品的主要领军企业,成功上市后,公司将成为继摩尔线程之后第二家登陆A股市场的国产GPU公司。 招股书显示,沐曦股份致力于自主研发全栈高性能GPU芯片及计算平台,公司主营业务是研发、设计和销售应用于人工智能训练和推理、通用计算与图形 渲染领域的全栈GPU产品,并围绕GPU芯片提供配套的软件栈与计算平台。自公司成立以来,始终专注于GPU产品的技术创新和迭代升级,形成了独具优 势的GPU产品体系和自主开放的软件生态,持续为云端计算提供高能效、高通用性的算力支撑,推动人工智能赋能千行百业,重点布局了教科研、金融、 交通、能源、医疗健康、大文娱等行业应用场景,已成为推动我国智能算力基础设施自主可控的重要力量。 公司主要产品全面覆盖人工智能计算、通用计算和 ...
“联想AI工厂”解决方案问世 加速千行百业智能转型
Zheng Quan Ri Bao· 2025-12-05 16:29
Core Insights - Lenovo officially launched the "Lenovo AI Factory" solution to assist enterprises in transforming their traditional data centers into efficient AI factories [1] - The solution aims to create a standardized system that is manageable, replicable, and supports continuous operation, facilitating the transition from traditional computing centers to modern AI production lines [2] Group 1: AI Factory Implementation - The "AI Factory" model has already been implemented in several enterprises, including a supply chain control tower system with Geely and achieving a 78% automation rate in Li Auto's factory [3] - Lenovo's new generation AI servers significantly enhance processing power, providing robust support for AI training and inference [3] Group 2: Industry Standards and Collaboration - Lenovo is leading the initiative to establish industry standards for AI computing services, addressing long-standing issues such as unclear performance commitments [4] - The establishment of training and inference service standards is expected to provide clear quality specifications, enabling enterprises to evaluate and select computing services more effectively [4] Group 3: Strategic Evolution - The launch of the "AI Factory" solution represents a shift for leading companies from being mere technology providers to becoming co-creators of AI production paradigms and industry regulations [5]