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国产x86处理器龙头兆芯集成科创板IPO获受理:行业应用加速拓展
Zheng Quan Shi Bao Wang· 2025-09-24 07:28
同时,兆芯集成携手生态合作合伙,通过成立医疗应用创新中心等形式,为医疗机构提供从芯片、操作 系统到应用软件的全方位选型指导和支持。 截至目前,兆芯拥有近4000家系统集成、软件、硬件生态合作伙伴,并与麒麟软件、统信软件和中科方 德等国内主流操作系统厂商共同完成了超过20万个软硬件适配和产品优化项目。 兆芯集成不仅能有效承接多维度医疗数据的存储与运算需求,保障电子病历系统、远程诊疗平台等关键 应用的持续稳定运行,内置的安全防护机制还可对患者隐私数据进行全生命周期保护。(厉平) 日前,兆芯集成在医疗行业市场拓展再度取得重大突破,在与Intel、AMD同台竞技中成功中标某总医 院超过6000台医用台式机通用PC采购项目。长期以来,通用CPU市场都由Intel和AMD两大巨头所垄 断,两家企业均推出适配医疗场景的专用处理器,例如Intel的Xeon系列和AMD的EPYC系列,随着国产 CPU的加速发展,这一局面已然被打破。此次兆芯集成中标,不仅充分彰显了国产x86处理器在性能、 兼容性以及综合成本方面的优势已经可以全面对标国际品牌,也标志着在众多领域中,国产CPU已成为 市场上不可忽视的重要力量。 医疗行业最为显著的 ...
龙芯两款处理器明年批量出货,国产CPU股价大涨,赛道还有哪些“选手”
Jing Ji Guan Cha Bao· 2025-09-16 10:14
Core Viewpoint - Longxin Zhongke (688047.SH), a leading domestic processor manufacturer, is set to launch two new products, the 3C6000 and 2K3000, in the first half of 2025, with expectations for mass sales next year [1][2] Group 1: Product Development - The 3C6000 is a next-generation server processor, while the 2K3000 targets industrial control and mobile terminal applications [1] - The 3C6000 series has achieved performance levels comparable to mainstream server CPUs in the international market as of 2023 [1][2] - The 2K3000 processor features a 64-bit octa-core SoC with a maximum frequency of 2.2/2.5GHz, integrating graphics and AI computing capabilities [1] Group 2: Market Performance - Longxin Zhongke's stock surged by 14.89% to 149.59 yuan on September 16, 2023, reflecting increased market interest in domestic CPU manufacturers [2] - Another domestic CPU manufacturer, Haiguang Information (688041.SH), also saw a stock increase of 6.26%, closing at 246 yuan with a trading volume exceeding 10 billion yuan [2] Group 3: Industry Landscape - Haiguang Information's products include high-end general-purpose processors and co-processors, widely used in various sectors such as telecommunications and finance [3] - Shanghai Zhaoxin Integrated Circuit Co., Ltd. has submitted an IPO application to raise 4.169 billion yuan for new processor projects, indicating a growing interest in the domestic CPU sector [3][4] - Zhaoxin's revenue for 2022, 2023, and projected for 2024 is approximately 340 million, 555 million, and 889 million yuan, respectively, with net losses reported [4] Group 4: Strategic Importance - The development of domestic CPUs is crucial for information security and the establishment of a self-controlled industrial chain, as CPUs are foundational to information system security [4]
3年亏损24亿,兆芯集成:技术不受限,募资超40亿研发新CPU
Guan Cha Zhe Wang· 2025-06-23 08:11
继海光和龙芯之后,又一家国产CPU厂商冲刺上市。 6月17日,上海兆芯集成电路股份有限公司(以下简称"兆芯集成")科创板IPO申请正式获上海证券交易所受理。据上交所官网信息,兆芯集成此次IPO拟募 资41.69亿元资金,公司本次募集资金将投资于新一代服务器处理器项目、新一代桌面处理器项目、先进工艺处理器研发项目和研发中心项目。 | | | | 首页 党建 发行上市 披露 监管 数据 产品 服务 规则 关于 | | | 4 一网通办 "三开门"专栏 | | --- | --- | --- | --- | --- | --- | --- | | 上海兆芯集成电路股份有限公司 ■●■■□ | 发行上市 > 审核项目动态 > | | | | | | | 已问询 | 日登理 2025-06-17 | | 上市委会议 | | 提交注册 | 注册结果 | | 项目基本信息 | | | | | | | | 上海兆芯复成电路股份有限公司 | 公司全称 | | 受理日期 | 2025-06-17 | | | | 兆芯侧成 | 公司简称 | | 融资金额(亿元) 41.69 | | | | | 市核状态 | 已受理 | | 更新日 ...
中芯国际设备供应商冲刺IPO!
是说芯语· 2025-06-22 10:02
Core Viewpoint - The article highlights the recent IPO progress of several semiconductor companies in China, indicating a growing trend in the semiconductor industry and potential investment opportunities. Group 1: IPO Progress of Semiconductor Companies - Multiple semiconductor companies, including equipment manufacturers and material suppliers, have announced their IPO advancements, such as Zhongke Instrument, Chengdu Super Pure, and Xinshi Technology [1] - Zhongke Instrument has completed its IPO counseling report and plans to list on the Beijing Stock Exchange after previously attempting to list on the Shanghai Stock Exchange [2] - Chengdu Super Pure has initiated its IPO counseling with Huatai United Securities, focusing on semiconductor etching devices and high-power laser devices [5][6] - Xinshi Technology's IPO application has been accepted by the Shanghai Stock Exchange, aiming to raise 785 million yuan for two major projects [8][12] Group 2: Company Profiles and Market Position - Zhongke Instrument specializes in dry vacuum pumps and vacuum instruments, essential for semiconductor manufacturing processes [3] - Chengdu Super Pure is recognized for its advanced surface treatment processes and high-purity materials, contributing to the semiconductor etching device market [5] - Xinshi Technology is a leading domestic manufacturer of semiconductor-grade perfluoroether rubber seals, breaking the monopoly of foreign companies in this sector [9][11] Group 3: Financial Performance and Projections - Xinshi Technology projects revenues of 130.47 million yuan and 207.55 million yuan for 2023 and 2024, respectively, with a net profit of 32.81 million yuan and 63.09 million yuan [12] - Zhongke Instrument's IPO journey reflects its strategic adjustments and readiness for the capital market, indicating strong governance and compliance [2] Group 4: Industry Trends and Competitive Landscape - The semiconductor industry in China is witnessing a shift towards domestic production capabilities, with companies like Xinshi Technology achieving significant market share and technological advancements [11][24] - The competitive landscape is evolving, with domestic firms increasingly challenging foreign dominance in critical components and technologies [11][19]
国产CPU龙头兆芯集成IPO受理 多领域市场拓展获突破性进展
Zheng Quan Ri Bao Wang· 2025-06-18 10:16
Core Viewpoint - The company, Shanghai Zhaoxin Integrated Circuit Co., Ltd., has officially received acceptance for its IPO application on the Sci-Tech Innovation Board, marking its entry as a "hard technology" enterprise in the market [1] Company Overview - Zhaoxin Integrated has been deeply engaged in the industry for many years, mastering core technologies in the design and development of general-purpose processors and supporting chips, positioning itself as a leading CPU design company in China that is compatible with multiple fields including desktop PCs, servers, workstations, and embedded systems [1] - The company has established a comprehensive and professional R&D team focused on the key core technologies of general-purpose processor chip development, with a fully autonomous design process and environment [1] - Zhaoxin has achieved the definition, expansion, and innovation of its own instruction set, fully mastering CPU core design methods and independently developing CPU core microarchitectures [1] Market Position and Achievements - In 2024, Zhaoxin's CPUs are expected to lead in market share among domestic desktop PC manufacturers, including Lenovo, Softcom, Unisoc, Ascend, and Vision Source, establishing a leading market position in the domestic desktop PC market [2] - The company has made significant progress in market expansion across various sectors such as government, finance, education, energy, communication, transportation, industry, and healthcare [2] Ecosystem Development - Zhaoxin's processors currently support various operating systems including Tongxin, Kirin, Zhongke Fangde, Euler, and Longxi, and have achieved compatibility and optimization with over 3,000 partners across databases, middleware, application software, security software, and cloud platforms [2] - The company has formed over 200,000 software and hardware adaptation and optimization projects, maintaining industry-leading ecosystem compatibility [2] Fundraising and Future Plans - The funds raised from the IPO will primarily be directed towards new generation server processors, new generation desktop processors, advanced process processor R&D projects, and R&D center projects [2] - The completion of these fundraising projects is expected to further solidify the company's market leadership in key desktop PC industries, enhance product competitiveness across the market, and support national information security strategies while improving domestic CPU self-sufficiency [2]
【IPO一线】国产CPU设计公司兆芯集成科创板IPO获受理,拟募资3.83亿元投建四大项目
Ju Chao Zi Xun· 2025-06-17 10:46
Core Viewpoint - Shanghai Zhaoxin Integrated Circuit Co., Ltd. has officially submitted its application for listing on the Sci-Tech Innovation Board, focusing on the research, design, and sales of high-end general-purpose processors and supporting chips, positioning itself as a leading domestic CPU design enterprise compatible with x86 instruction sets [2] Business Overview - The company specializes in the research, design, and sales of high-end general-purpose processors and supporting chips, with a comprehensive technical capability covering all aspects of CPU design and development [2][3] - Zhaoxin has successfully designed and mass-produced six generations of general-purpose processors, forming two major product series: the "KX" series for desktop PCs/embedded processors and the "KX" series for server processors [2] Innovation and Technology - The company has achieved six major breakthroughs in independent innovation, mastering the full platform implementation technology for general-purpose processors, and has created multiple domestic firsts in key CPU metrics such as frequency, I/O interfaces, and cache capacity [3] - As of December 31, 2024, the company holds 1,434 authorized patents, including 1,410 domestic and foreign invention patents, along with software copyrights and integrated circuit layout design rights [3] Ecosystem Development - Zhaoxin collaborates closely with over 3,000 partners in the domestic industry chain, supporting various operating systems and forming over 200,000 software and hardware adaptation projects [4] - The company provides computing solutions across various sectors, including government, finance, education, energy, and healthcare, contributing to the sustainable development of the digital economy [4] Financial Performance - The company's revenue from high-end general-purpose processors and supporting chips is projected to grow significantly, with revenues of 340.04 million yuan, 555.13 million yuan, and 889.22 million yuan from 2022 to 2024 [5] - The net profit attributable to shareholders is negative, with figures of -726.61 million yuan, -675.58 million yuan, and -951.39 million yuan for the same period, indicating ongoing losses [5] Gross Margin Analysis - The company's gross margin has declined from 38.79% in 2022 to 15.40% in 2024, attributed to new product launches and price adjustments of existing products [6] Fundraising and Project Investment - Zhaoxin plans to raise 383 million yuan to invest in projects including new generation server processors, new generation desktop processors, advanced process processor R&D, and a research center [7] - The new generation server processor project will utilize Chiplet technology to enhance performance and specifications, while the desktop processor project will feature a new microarchitecture and significant improvements in performance metrics [8][9] R&D Center Development - A new R&D center will be established in Shanghai to ensure sustainable development and continuous innovation, focusing on advanced processor microarchitecture, high-performance cores, and next-generation I/O interfaces [11]