12月17日，国内高性能通用GPU领域的领军企业沐曦集成电路（上海）股份有限公司（简称"沐曦股份"，股票代码：688802.SH）正式登陆上海证券交易所 科创板，成为继摩尔线程之后，国内第二家上市的GPU公司。 上市首日，沐曦股份便迎来资本市场热烈追捧：盘中一度冲高至895元/股，较104.66元/股的发行价涨幅达755%；最终收盘于829.9元/股，较发行价上涨 693%，对应市值突破3320亿元。 沐曦股份成立于2020年9月，由拥有近二十年GPU研发经验的AMD前高管陈维良与两位同事彭莉、杨建共同创立。公司聚焦全栈高性能GPU芯片及计算平台 的自主研发，产品覆盖人工智能训练与推理、通用计算及图形渲染三大领域。 从2020年成立到2025年登陆科创板，仅用5年时间便完成"从初创到上市"的跨越，沐曦股份的"火箭式"发展速度背后，也离不开资本市场的持续助力。 招股书数据显示，截至发行前，沐曦股份股东数量已超120家，形成了以创始团队为核心，国家级基金、顶级创投机构、地方国资及产业资本多方共同加持 的多元化股权结构，为企业发展构建了稳固的资本后盾。 （图表来源：沐曦股份招股说明书） "继理想汽车之后我们又一家持 ...

沐曦集成电路（上海）股份有限公司 保荐人（主承销商）：华泰联合证券有限责任公司 发行情况： 沐曦股份致力于自主研发全栈高性能GPU芯片及计算平台，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。 沐曦股份控股股东为上海骄迈企业咨询合伙企业（有限合伙）（以下简称"上海骄迈"）。截至招股意向书签署日，上海骄迈直接持有沐曦股份 13.30%的股份，为沐曦股份第一大股东。鉴于上海骄迈、上海曦骥企业咨询合伙企业（有限合伙）（以下简称"上海曦骥"）的执行事务合伙人 均为陈维良，根据《上市公司收购管理办法》，上海骄迈、上海曦骥以及陈维良构成一致行动人，合计持有沐曦股份22.94%股权，持股比例远 高于其他任何股东；同时上海骄迈的一致行动人陈维良拥有沐曦股份董事会除独立董事之外半数以上成员的提名权。 截至招股意向书签署之日，陈维良合计控制沐曦股份22.94%的股权，并且拥有沐曦股份董事会除独立董事之外半数以上成员提名权，为沐曦股 份实际控制人。最近两年内，沐曦股份的实际控制人未发生变化。 沐曦股份于2025年12月4日发布的首次公开发行 ...

据了解，沐曦股份致力于自主研发全栈高性能GPU芯片及计算平台，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。 北京商报讯（记者 马换换 李佳雪）11月26日晚间，沐曦股份（688802）发布发行安排及初步询价公 告，公司将于12月5日启动申购。 公告显示，沐曦股份本次拟发行数量4010万股，初步询价日及起止时间为12月2日（T-3日）9:30- 15:00，网下申购日及起止时间为12月5日（T日）9:30-15:00；网上申购日及起止时间为12月5日（T日） 9:30-11:30，13:00-15:00。 ...

Market Overview - Both Shanghai and Hong Kong markets opened lower but showed strong recovery, with the Shanghai Composite Index breaking the 4000-point mark, reaching a ten-year high [1] - The Hang Seng Index also surpassed 27000 points, with trading volume exceeding 270 billion [1] - The U.S. government shutdown has ended after 43 days, improving dollar liquidity and boosting both risk and safe-haven assets [1] Financial Data - As of October 31, the total social financing scale reached 437.72 trillion yuan, a year-on-year increase of 8.5% [3] - The broad money supply (M2) stood at 335.13 trillion yuan, growing by 8.2% year-on-year [3] - The narrow money supply (M1) was 112 trillion yuan, with a year-on-year growth of 6.2% [3] Commodity Prices - Prices for VC electrolyte additives have surged significantly, with the average price reaching 110,000 yuan/ton, an increase of 68% [4] - R32 prices have risen to 68,000 yuan/ton, benefiting companies like Dongyue Group, which saw a nearly 9% increase in stock price [5] Industry Developments - Several paper companies have announced price increases, driven by rising costs and expanding demand, particularly in the packaging paper sector [9] - The West Mande project in Guinea, which has the potential to become the fifth-largest iron ore mine, has commenced production, impacting the iron ore supply landscape [5] Company Highlights - Zhongyuan Marine Energy plans to acquire a large LPG transport vessel for 598 million yuan, aiming to enhance its position in the liquefied gas transportation sector [10] - The company reported a revenue of 5.47 billion yuan for Q3 2025, a year-on-year decrease of 2.5%, but a net profit increase of 4.4% [10] - Zhongyuan Marine Energy has secured long-term contracts that cover approximately 20 million tons of its total oil transportation volume, providing stable revenue [11][12]

IPO Review and Registration Progress - Four companies passed the IPO review last week, including Jianxin Superconductor, Muxi Co., Shuangxin Environmental Protection, and Aishalen [3][4] - Jianxin Superconductor focuses on the R&D, production, and sales of core components for MRI equipment, with projected revenues of 359 million, 451 million, and 425 million yuan from 2022 to 2024 [3] - Muxi Co. specializes in high-performance GPU chips and plans to raise 3.904 billion yuan through its IPO [3][4] - Shuangxin Environmental Protection reported a revenue decline of 25.25% and 7.85% for 2023 and 2024, respectively, due to industry downturns [4][5] - Aishalen, primarily engaged in OEM for medical care pads, expects revenues of 692 million yuan in 2024 [5] Upcoming IPOs - Three companies are set to undergo IPO reviews this week, including Jiangtian Technology, Taijin New Energy, and Hongban Technology [6] - Jiangtian Technology, which focuses on label printing, reported revenue growth from 384 million yuan in 2022 to 538 million yuan in 2024 [6] - Taijin New Energy, involved in high-end green electrolytic equipment, expects revenues to grow from 1.005 billion yuan in 2022 to 2.194 billion yuan in 2024 [7] - Hongban Technology, specializing in printed circuit boards, achieved a revenue increase of 43.48% year-on-year for the first three quarters of 2025 [8] New Stock Listings and Subscriptions - Four new stocks are scheduled to be listed this week, including Heyuan Bio, Taikang Ying, Xi'an Yicai, and Bibete [12] - Heyuan Bio is a biopharmaceutical company with eight drugs in the pipeline, while Taikang Ying focuses on mining and construction tires [12] - Xi'an Yicai, specializing in 12-inch silicon wafers, reported a revenue of 1.933 billion yuan for the first three quarters of 2025 [13] - Bibete, a biopharmaceutical firm, has no revenue but has one innovative drug approved for market [13] Recent IPO Approvals - Two companies, Angrui Micro and Yuxun Co., received IPO registration approvals, both from the "hard technology" sector [11] - Angrui Micro specializes in RF front-end chips, while Yuxun Co. focuses on optical communication front-end transceiver chips [11] Financial Performance Highlights - Jianxin Superconductor's net profits are projected to grow from 35 million yuan in 2022 to 56 million yuan in 2024 [3] - Shuangxin Environmental Protection anticipates a net profit of 52.5 million yuan in 2025, a slight increase from previous years [4] - Hongban Technology's net profit surged by 306.91% year-on-year for the first three quarters of 2025 [8] - Taijin New Energy's new signed orders for electrolytic equipment dropped significantly, raising concerns about future performance [7]

IPO审核持续提速！根据安排，10月20日—24日这周，沪深北交易所将有健信超导、沐曦股份、双欣环保、爱舍伦4家企业迎来上会大考。伴随上述4家企业 被安排上会，经同花顺iFinD统计，年内安排上会企业数量已达67家，已超去年全年。另外，从当前的IPO存量企业来看，截至目前，共有275家企业正在排 队中，其中北交所存量IPO企业数量居首，达169家，占比超六成。 | 代码 二 > | 公司名称 | 所属行业或领域 | 板块 = | | --- | --- | --- | --- | | A05917.SZ | 内蒙古双欣环保材 ... | 化学原料和化学制品制造业 | 主板 | | A06878.SH | 沐曦集成电路(上 ... | 计算机、通信和其他电子 ... | 科创板 | | A06652.BJ | 江苏爱舍伦医疗科 ... | 医药制造业 | 北证 | | A06726.SH | 宁波健信超导科技 ... | 专用设备制造业 | 科创板 | | A06454.SZ | 深圳天溯计量检测 ... | 专业技术服务业 | 创业板 | | A06721.SH | 北京昂瑞微电子技 ... | 计算机、通信 ...