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明日申购!“国产GPU第一股”来了
中国基金报· 2025-11-23 06:33
Group 1: Investment Opportunities - Two new stocks available for subscription next week: Moer Thread and Baiaosaitu [2][3] - Moer Thread is set to become the "first domestic GPU stock" in China [4] - Moer Thread's subscription code is 787795, with an issue price of 114.28 yuan per share and a total issuance of 70 million shares [5][6] Group 2: Moer Thread Financials - Moer Thread's projected revenues for 2022 to 2025 are 46.0883 million yuan, 124 million yuan, 438 million yuan, and 702 million yuan respectively, with net profits of -1.894 billion yuan, -1.703 billion yuan, -1.618 billion yuan, and -271 million yuan [6] - For 2025, Moer Thread expects revenues between 1.218 billion yuan and 1.498 billion yuan, representing a year-on-year growth of 177.79% to 241.65% [9][10] - The projected net profit for 2025 is expected to be between -1.168 billion yuan and -730 million yuan, showing a year-on-year improvement of 27.82% to 54.89% [9][10] Group 3: Baiaosaitu Overview - Baiaosaitu's subscription code is 787796, with total issuance of 47.5 million shares, and the subscription limit is 0.75 million shares [11] - The company operates in the preclinical CRO and biotechnology sectors, with four technology platforms including gene editing and antibody drug discovery [11] - Baiaosaitu has developed a proprietary CRISPR/EGE technology that increases gene editing efficiency by nearly 20 times [11] Group 4: Baiaosaitu Financials - Baiaosaitu's projected revenues for 2022 to 2025 are 534 million yuan, 717 million yuan, 980 million yuan, and 621 million yuan respectively, with net profits of -602 million yuan, -383 million yuan, 33.5418 million yuan, and 47.9991 million yuan [14] - For 2025, Baiaosaitu anticipates revenues of 1.351 billion yuan, a year-on-year increase of 37.75%, and a net profit of 135.3661 million yuan, reflecting a growth of 303.57% [16][17]