成立9年即启动IPO。 继科创板重启未盈利企业第五套上市标准后，6月27日，创业板也正式"激活"未盈利企业上市标准。 深市首个未盈利企业IPO申请获深交所受理，这就是深圳大普微电子股份有限公司（以下简称"大普 微"）。根据财务数据，报告期内（2022年至2024年），大普微合计亏损13.42亿元，该公司预计将于 2026年度整体实现扭亏为盈。 此次IPO，大普微预计融资18.78亿元，用于下一代主控芯片及企业级SSD研发及产业化项目、企业级 SSD模组量产测试基地项目以及补充流动资金，保荐机构为国泰海通证券。 整体来看，大普微定位为国产替代，在起步阶段充分撬动了资本的力量，众多私募基金加入其中，导致 股权分散，为此该公司引入了特别表决权制度，另外，由于该公司成立时间较短，毛利率、销售费用率 等指标与行业均值不一致。 成立9年启动IPO，聚焦研发和销售 招股书显示：大普微成立于2016年4月，主要从事数据中心企业级SSD（固态硬盘）产品的研发和销 售，其生产环节委托给EMS（电子专业制造服务）代工厂。 在招股书中，大普微称是国内极少数具备"主控芯片+固件算法+模组"全栈自研能力的企业级SSD厂商。 根据IDC数 ...

Core Viewpoint - Shenzhen Dapu Microelectronics Co., Ltd. has become the first company to apply for an IPO on the ChiNext board under the third set of standards for unprofitable companies, with a reported net loss of 191 million yuan in 2024 [1][6] Group 1: IPO Details - Dapu Microelectronics is the first company to utilize the third set of standards, which requires a market value of no less than 5 billion yuan and revenue of at least 500 million yuan in the most recent year [1] - The company is also the second to apply for an IPO with special voting rights, where the controlling shareholder's shares have enhanced voting power [1][2] Group 2: Company Performance - Despite not being profitable, Dapu Microelectronics holds a strong position in the enterprise SSD market, being one of the few domestic providers with full-stack self-research capabilities [3] - In 2023, Dapu Microelectronics ranked fourth in the domestic enterprise SSD market with a market share of 6.4% [4] - The company's SSD sales surged from 111,200 units in 2022 to 285,300 units in 2024, representing a growth of 156.56% [5] Group 3: Market Trends - The global enterprise SSD market was valued at $20.454 billion in 2022 and is projected to reach $51.418 billion by 2027, with a compound annual growth rate of 20.25% [4] - The demand for enterprise SSDs is increasing due to applications in AI and cloud computing, with Dapu Microelectronics' products being tested by leading AI companies [4][5] Group 4: Future Plans - Dapu Microelectronics plans to raise 1.878 billion yuan through the IPO to fund the development of next-generation control chips, enterprise SSD research, and production testing bases [6] - The recent policy shift towards allowing unprofitable companies to go public is expected to provide more opportunities for innovative firms [8][9]

国内新闻 行情速递 ① 主板领涨， 盛视科技(+10.01%)/达华智能(+9.94%)/武汉凡谷(+7.39%)/中信国安(+5.70%)/ 盛洋科技(+5.68%)/ ②创业板领涨， 光智科技(+19.99%)/汇纳科技(+15.05%)/旗天科技(+11.87%)/ ③科创板领涨， 纬德信息(+13.00%)/富创精密 (+8.08%)/利扬芯片(+7.48%)/ ④活跃子行业， SW教育出版(+1.45%)/SW大众出版(+1.26%)/ ① 半导体圈子，总投资5亿/扬州康盈半导体盛大开业/产业园一期聚焦SSD （固态硬盘）/PSSD（便携式固态硬盘）/USB等存储模组产品线/致力于为 市场提供多元化/高品质的存储解决方案/ ② 半导纵横，扬州晶新微6英寸芯片工厂5月量产/项目达标量产后/预计年产 6英寸芯片36万片/新增销售收入3亿元/税收3000万元/ ③ 电子工程专辑，鸿海与HCL集团在印度北方邦合资建设的芯片工厂项目已 获得印度内阁批准/该项目总投资额约为4.35亿美元/这一合资工厂将专注于 生产显示驱动芯片/设计月产能为2万片晶圆/最终可实现每月生产3600万个 芯片/ 公司公告 ④ 华塑科 ...