Core Insights - The domestic computing power sector is witnessing significant developments, with major companies like Moore Threads and Jiangyuan Technology making strides in the market [2][3] - The collaboration between Jiangyuan Technology and Pingao Co. aims to create a comprehensive ecosystem for domestic chip production and software integration, enhancing the capabilities of AI applications [4] Group 1: Market Developments - Moore Threads has set an IPO price of 114.28 yuan per share, achieving a total market value of 53.715 billion yuan, marking a record for the year in the Sci-Tech Innovation Board [2] - Jiangyuan Technology's core product, the Jiangyuan D20 chip, focuses on AI inference scenarios and utilizes a unique "one card, dual chip" architecture to address industry challenges related to performance, cost, and energy consumption [3] Group 2: Strategic Collaborations - Pingao Co. has entered a strategic partnership with Jiangyuan Technology through a 4 billion yuan capital increase and a 5 billion yuan equity transfer, making Pingao the second-largest shareholder of Jiangyuan [2] - The partnership emphasizes mutual strengths, with Jiangyuan focusing on the entire process of domestic chip development and Pingao excelling in cloud services and software optimization [2][3] Group 3: Technological Advancements - The new generation T800 chip from Jiangyuan is expected to achieve mass production by 2026, aiming to compete with NVIDIA's H800 in terms of performance [3] - The collaborative product, the Pingyuan AI integrated machine, has been successfully implemented in various scenarios, achieving a detection rate of over 95% for prohibited items in smart traffic security systems [3][4] Group 4: Industry Outlook - The AI chip market in China is projected to grow from 50 billion USD to 200 billion USD by the end of 2030, driven by the increasing demand for domestic computing power [3] - The partnership aims to establish a replicable model for "soft and hard collaboration" and ecological co-construction, supporting the transition of domestic AI chips from a "follower" to a "leader" position in the industry [4]

11月20日，国产算力赛道迎来双重重磅消息：国产 GPU 头部企业 摩尔线程 敲定科创板发行价114.28元/ 股，以537.15亿元总市值刷新年内科创板IPO估值纪录，80亿元募资规模登顶年度科创板之最，将于11 月24日正式启动申购；而仅一周前，同为国产GPU领军者的沐曦股份刚获证监会注册批复，39.04亿元 募资将悉数投入高性能GPU研发。两大企业密集冲刺上市引发资本狂热，不仅印证了国产算力芯片在自 主可控战略下的稀缺价值，更凸显出市场对"技术突破+商业化落地"双轮驱动模式的高度期待。 目前国内一线国产算力芯片企业中， 寒武纪 、江原科技、 摩尔线程 、沐曦股份等均在各自领域形成竞 争力。公开资料显示， 摩尔线程 MTTS80产品系列作为消费级显卡，定位于全功能GPU，公司自研 KUAE千卡智算集群，支持万亿参数大模型训练；沐曦股份的曦云C500/C600系列走高性能通用GPU路 线，通过自研GPU架构与MXMACA软件栈，支持万卡集群大模型训练；而寒武纪思元(MLU)系列作为 AI专用芯片，在特定AI推理场景下，性能接近 英伟达 H20芯片。 与上述企业相比，江原科技的核心优势尤为突出——实现了"设计 ...