资料显示，摩尔线程智能科技(北京)股份有限公司位于北京市朝阳区东湖街道望京国际研发园I座3层， 成立日期2020年6月11日，上市日期2025年12月5日，公司主营业务涉及主要从事GPU及相关产品的研 发、设计和销售。主营业务收入构成为：集群70.75%，板卡17.74%，一体机9.05%，其他2.41%，芯片 0.05%。 截至12月5日，摩尔线程股东户数3.92万，较上期增加45515.12%；人均流通股748股，较上期增加 0.00%。2025年1月-9月，摩尔线程实现营业收入7.85亿元，同比增长181.99%；归母净利润-7.24亿元， 同比增长18.71%。 责任编辑：小浪快报 1月5日，摩尔线程涨5.40%，成交额30.86亿元。两融数据显示，当日摩尔线程获融资买入额3.75亿元， 融资偿还2.97亿元，融资净买入7823.57万元。截至1月5日，摩尔线程融资融券余额合计16.98亿元。 融资方面，摩尔线程当日融资买入3.75亿元。当前融资余额16.98亿元，占流通市值的9.32%。 融券方面，摩尔线程1月5日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余 ...

瑞财经 吴文婷近日，上海燧原科技股份有限公司(以下简称 "燧原科技") 披露IPO辅导工作完成报告。 当前，辅导对象对本次募集资金投资计划已进行了充分的研究，确定了本次首次公开发行股票并上市募 集资金投资项目的具体用途和规模。 公开资料显示，燧原科技成立于2018年3月，与摩尔线程、沐曦股份、壁仞科技合称为"国产GPU四小 龙"。 据了解，燧原科技于2025年11月1日启动IPO，辅导机构为中信证券股份有限公司。 辅导报告中指出，辅导期开始时，公司募集资金投资项目的投向方案尚未最终确定。辅导小组结合行业 发展情况及未来发展，督促公司积极推进募投项目的各项工作，包括可行性报告论证工作、各项审批流 程办理等，确保募集资金投资项目顺利开展，能够符合公司未来发展需求。 燧原科技专注于人工智能云端算力产品，包括芯片、板卡、智算一体机、液冷算力集群以及配套的软件 系统，为多个行业提供算力支撑。 ...

来源：喜娜AI 2026年元旦，多地网友惊喜发现个人征信报告中的逾期记录被清除或减少。这得益于中国人民银行于 2025年底出台的一次性信用修复政策。政策规定，2020年至2025年间单笔不超过1万元的个人逾期贷 款，若在2026年3月31日前还清，其逾期信息将不予展示。此举旨在应对疫情后续影响，便捷高效地帮 助信用受损但积极还款的个人重建信用，无需主动申请即可享受。 金融市场瞬息万变，投资与经济政策深刻影响全球。我们为您带来昨夜今晨的财经新闻，涵盖股市动 态、经济数据、企业财务和政策更新，帮助您全面把握金融世界。 六十年回报超五万倍，沃伦·巴菲特留下无人企及的传奇 沃伦·巴菲特在执掌伯克希尔·哈撒韦六十年后，正式将CEO职位交予格雷格·阿贝尔。在其领导下，公司 自1964年至2024年实现了19.9%的年化复合收益率，总回报率超过550万%，远超市场表现。其投资哲学 以保险浮存金为低成本资金，收购现金流稳定的企业并长期持有。随着巴菲特卸任，其独特的公众影响 力、年度股东信文化及集中决策模式或将改变，但公司强调其长期投资的文化核心会延续。投资者正关 注其庞大股票投资组合的未来管理。 2026年的第一天，"我的贷 ...

证券日报网讯12月29日，振芯科技（300101）在互动平台回答投资者提问时表示，公司自主研制的转换 器、软件无线电、时钟、视频接口、板卡、模块等产品可用于卫星载荷、卫星平台、地面设备及应用， 目前公司正积极对接行业优质需求，与相关客户洽谈合作，持续推进产品验证和市场拓展。 ...

格隆汇12月29日丨振芯科技(300101.SZ)在互动平台表示，公司自主研制的转换器、软件无线电、时 钟、视频接口、板卡、模块等产品可用于卫星载荷、卫星平台、地面设备及应用，目前公司正积极对接 行业优质需求，与相关客户洽谈合作，持续推进产品验证和市场拓展。 ...

转自：前瞻产业研究院 北斗导航行业主要上市公司：北斗星通(002151)、海格通信(002465)、华测导航(300627)、合众思壮 (002383)、四维图新(002405)、振芯科技(300101)、中海达(300177)等 本文核心数据：北斗导航产业链、产业链全景图、代表性企业区域分布 北斗导航行业产业链全景梳理 北斗导航需要北斗卫星产业支撑，包括卫星设计、制造、发射、运营等环节：北斗产业链上游基础部件是 产业自主可控的关键环节，基础部件作为自主可控最关键的部分主要由基带芯片、射频芯片、板卡、天线 等构成;中游主要包括终端集成和系统集成，是产业发展的重点;下游服务客群包括消费市场、行业市场、 军用市场等。 北斗上游基础部件供应商包括北斗星通、国科微、海格通信、合众思壮、振芯科技等。中游导航产品及解 决方案供应商包括司南导航、航天宏图、四维图新、千寻位置、北斗星通、华测导航、振芯科技、中海达 等。 北斗导航行业代表性企业业务布局情况 2025年上半年，中国北斗导航行业中，华测导航、合众思壮、通宇通讯北斗相关业务营收达到5亿元以 上，领先于其他上市公司;从毛利率水平看，臻镭科技、*ST铖昌、海格通信、华测 ...

在高度复杂的制造场景里，锻造中国制造的"领航样本"。 在海康威视智能工厂，变化是每天的常态。横跨100多个行业、覆盖3万余种物联产品，日均1万个订单，却平均每单仅约40台——其中 75%需要定制。这样的生产结构，注定无法依靠传统大批量制造逻辑维持效率与质量。 但这里依然实现了规模化的速度、成本与可靠性——多品种、小批量、大规模定制，这个过去存在于制造业理想中的名词，已经成为这家 工厂必须每天拆解的任务。 更关键的是，它以大量的自主技术能力完成这一切。工业视觉设备、柔性机械臂、1500多台移动机器人与调度系统、排程智能体，以及覆 盖关键生产环节的海康观澜工业大模型……大部分来自海康威视自身研发，并在业务现场不断迭代长成。 由于先在更复杂的环境里被逼成熟，它们又能向外复制与输出：向上游连接2000+供应商协同生产，向下游服务80万+行业客户，能力已 落地到钢铁有色、电子电器、机械装备等更广泛的场景。 2025年，这座工厂入选全国首批15家"领航级智能工厂"培育名单——国家智能工厂梯度培育体系的最高等级。它代表的是一种中国制造在 高复杂度场景下可验证、可复制的系统能力。能把智能做到更难的地方，才能代表跃迁方向。 海 ...

Group 1 - MoE Thread's IPO has been approved, taking only 88 days from application to approval, the shortest time for new companies on the Sci-Tech Innovation Board this year [1] - The company is one of the earliest and fastest domestic GPU companies to commercialize, with AI computing products projected to account for 77.6% and 94.9% of revenue in the first half of 2024 and 2025 respectively [1] - The funds raised will be used for the development of next-generation AI training and inference chips, graphics chips, and AISoC chips, as well as to supplement working capital [1] Group 2 - According to Guotai Junan, this represents a substantial advancement for domestic full-function GPU manufacturers in the capital market, with expectations for accelerated R&D investment and ecosystem development [1] - The focus of competition in the domestic computing power supply side is shifting towards interconnect optimization, with future directions including achieving high bandwidth interconnects at lower costs and higher energy efficiency systems [1] - Jiangsu Securities notes that the semiconductor sector's valuation has significantly recovered due to the AI market, with demand for computing chips driving growth along the supply chain [2] Group 3 - Yingqu Technology holds 134,037.4 shares of MoE Thread, accounting for 0.3351% of its pre-issue total share capital, and is actively developing brain-computer interface technology [3] - Maolai Optics provides optical devices for lithography machines, which are essential for achieving light uniformity and exposure imaging [3]

Group 1 - The core point of the article is that Moer Thread is rapidly advancing towards its IPO, aiming to become the first domestic GPU company to go public, with a significant fundraising target of 8 billion yuan [1][5][9] - Moer Thread's IPO application was accepted on June 30, 2025, and it will be reviewed on September 26, 2025, marking a swift process of less than three months [3][4] - The company has developed a full-stack technology breakthrough with its self-developed MUSA GPU architecture, achieving compatibility with over 150 industry software and mainstream frameworks [3][5] Group 2 - Moer Thread plans to use the raised funds for the development of next-generation AI training chips, graphics chips, and AI SoC chips, as well as to supplement working capital [5] - The company has invested approximately 4.366 billion yuan in R&D over three and a half years, with a significant portion of its workforce (77.81%) dedicated to R&D [6][7] - Moer Thread's revenue has shown rapid growth, with reported revenues of approximately 46.09 million yuan in 2022, 124 million yuan in 2023, and 438 million yuan in 2024, while continuing to reduce net losses [6][7] Group 3 - The domestic GPU market is heating up, with Moer Thread's upcoming IPO contributing to a surge in stock prices for other GPU-related companies [10][11] - The overall outlook for the domestic GPU industry is positive, as it transitions from the "0 to 1" stage to the "1 to N" phase of growth, driven by increasing demand for AI computing power [11]

Group 1: Company Overview and Strategy - The company has deep technical expertise in integrated circuits and Beidou navigation, focusing on intelligent solutions and aiming to become a leader in "specific industries + AI" [2][4]. - The company is constructing a comprehensive development framework of "cloud, network, group, end, intelligence" to enhance its capabilities in providing all-around intelligent solutions [2][4]. - A wholly-owned subsidiary, Chengdu Xinzhi Xinghe Technology Co., Ltd., has been established to strengthen core competitiveness in the "end" and "intelligence" sectors [3][4]. Group 2: Competitive Advantages - The company's core competitive advantages include R&D, product, market, and talent advantages, supported by a stable core team and a strong technological foundation [3][4]. - The company is recognized as a national-level private high-tech enterprise, which enhances its credibility and market position [3][4]. Group 3: Financial Performance and Dividend Policy - The company plans to maintain a cash dividend exceeding 30% of the average net profit over the last three years, ensuring a balance between shareholder returns and funding for development projects [6][7]. - The 2024 profit distribution plan is based on actual operating conditions, cash needs, and investor returns, with a commitment to legal and regulatory compliance [6][7]. Group 4: Future Developments and Innovations - The company is not currently involved in AI chip development but is focusing on intelligent communication control and processing functions in RF chips [9][12]. - Future plans include accelerating the application of AI technology in specialized industries and vertical applications, aiming to meet new demands for "device autonomy" and "decision-making intelligence" [12].