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一票难求,沐曦股份中签率创新低
由于摩尔线程热度在前,从目前申购情况来看,作为"国产GPU第二股"的沐曦股份也备受期待。 沐曦股份12月7日公告,据上海证券交易所提供的数据,本次网上发行有效申购户数为517.52万户,有效申购股数为288.62亿股,网上发行初步 中签率为0.02223023%,回拨机制启动后,网上发行最终中签率为0.03348913%。 上市首日暴涨425.46%的摩尔线程,此前网上发行初步中签率为0.02423369%,最终中签率为0.03635054%。 相比之下,沐曦股份比摩尔线程更加一票难求,其上市后的股价表现因此而充满想象。国产GPU新贵IPO更加炙手可热 相比之下,沐曦股份网上发行初步中签率和最终中签率均低于另一家GPU厂商摩尔线程。摩尔线程此前网上发行初步中签率为0.02423369%, 最终中签率为0.03635054%。 此次IPO,沐曦股份发行价格为104.66元/股,对应市值约为418.74亿元,市销率为56.35倍。公司共发行4010万股,占发行后总股本的10.02%。 在近期科创板上市的半导体企业中,该中签率属于低水平,申购热度处于第一梯队。 本次发行全部为新股,不涉及股东公开发售股份。其中,初始 ...
投资硬科技 成效很“硬核”
Shen Zhen Shang Bao· 2025-12-06 17:42
Core Insights - Moore Threads, a leading domestic GPU company, officially listed on the STAR Market, becoming one of the fastest semiconductor companies to go public since the implementation of the "registration system" [2] - The Futian Capital Operation Group, a state-owned capital operation platform funded by the Futian District government, has demonstrated its deep expertise in hard technology investment [2] Investment Highlights - Futian Capital has mobilized over 160 billion yuan in social capital since its establishment, managing 53 sub-funds and investing in over 4,000 companies, with over 90% of funds directed towards strategic emerging industries [2] - The group has incubated and supported 231 companies to go public, with a total market value exceeding 2 trillion yuan, and 45 companies have completed the review or submitted application materials [2] Key Companies in Focus - Moore Threads is recognized as China's leading full-function GPU company, with its self-developed MUSA architecture achieving performance close to international mainstream levels [2] - Muxi Technology, a high-performance general-purpose GPU leader, is set to become the second domestic GPU company to list on the STAR Market [3] - Changxin Storage is the only IDM company in mainland China to achieve large-scale production of DRAM chips, targeting a global market share of 8% by 2025 [3] - Chaogufen is a pioneer in global computing infrastructure, currently advancing towards an IPO [3] Strategic Approach - Futian Capital's success in nurturing new industry forces is attributed to its systematic ecological empowerment system, focusing on national strategies and providing comprehensive support throughout the investment lifecycle [3] - The group aims to continue its development logic of "capital serving technology, technology driving industry, and industry benefiting the region," fostering a pathway to national and global markets [3]