688802 沐曦股份
已收盘 03-05 15:00:01
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股市必读：沐曦股份（688802）预计2026年1-3月营业收入4亿元至6亿元
证券之星 · 03-05 01:26
股市必读：沐曦股份（688802）预计2026年1-3月营业收入4亿元至6亿元
AI算力持续爆发！沐曦股份Q1营收同比预增25%-87%，扣非净利润亏损收窄
华尔街见闻 · 03-04 20:11
AI算力持续爆发！沐曦股份Q1营收同比预增25%-87%，扣非净利润亏损收窄
沐曦股份：预计2026年1-3月营业收入4亿元至6亿元
证券之星 · 03-04 20:00
沐曦股份：预计2026年1-3月营业收入4亿元至6亿元
股价跌超40%！“中国版英伟达”VS“中国版AMD”公布首份财报！你更看好哪个？
市场资讯 · 03-04 19:45
股价跌超40%！“中国版英伟达”VS“中国版AMD”公布首份财报！你更看好哪个？
沐曦股份(688802.SH)发预亏，预计第一季度归母净亏损9075.72万元至1.82亿元
智通财经 · 03-04 19:34
沐曦股份(688802.SH)发预亏，预计第一季度归母净亏损9075.72万元至1.82亿元
港股异动 | 滴普科技(01384)尾盘涨超5% 公司已与沐曦股份达成战略合作 深化AI应用领域合作
智通财经 · 03-04 15:56
港股异动 | 滴普科技(01384)尾盘涨超5% 公司已与沐曦股份达成战略合作 深化AI应用领域合作
寒武纪、摩尔线程、沐曦股份齐发业绩快报丨公告精选
21世纪经济报道 · 02-27
寒武纪、摩尔线程、沐曦股份齐发业绩快报丨公告精选
沐曦股份发布2025年度业绩快报，亏损7.815亿元
证券之星 · 02-27
沐曦股份发布2025年度业绩快报，亏损7.815亿元
沐曦股份：2025年净亏损7.81亿元GPU产品出货量显著增长
证券之星 · 02-27
沐曦股份：2025年净亏损7.81亿元GPU产品出货量显著增长
研报掘金丨国联民生：首予沐曦股份“推荐”评级，公司正从产品验证迈入规模化盈利阶段
中金财经 · 02-10
研报掘金丨国联民生：首予沐曦股份“推荐”评级，公司正从产品验证迈入规模化盈利阶段
小摩强力“唱多”：大模型双雄智谱、MiniMax暴涨，华尔街首评引爆港股AI潮
智通财经 · 02-10
小摩强力“唱多”：大模型双雄智谱、MiniMax暴涨，华尔街首评引爆港股AI潮
募投分3至4年落地！沐曦股份拟使用不超29亿元闲置募资进行低风险现金管理
华夏时报网 · 02-06
募投分3至4年落地！沐曦股份拟使用不超29亿元闲置募资进行低风险现金管理
沐曦股份（688802）披露募投项目实施周期及使用部分闲置募集资金进行阶段性现金管理的公告，2月5日股价下跌2.58%
证券之星 · 02-05
沐曦股份（688802）披露募投项目实施周期及使用部分闲置募集资金进行阶段性现金管理的公告，2月5日股价下跌2.58%
业绩不及预期？寒武纪、摩尔线程、沐曦股份股价集体走低
21世纪经济报道 · 02-03
业绩不及预期？寒武纪、摩尔线程、沐曦股份股价集体走低
AI浪潮重塑亚洲科技版图：存储“超级周期”下，韩国芯片双雄合并市值即将首超阿里与腾讯
智通财经 · 02-03
AI浪潮重塑亚洲科技版图：存储“超级周期”下，韩国芯片双雄合并市值即将首超阿里与腾讯
沐曦股份（688802）披露使用募集资金向全资子公司提供借款以实施募投项目公告，1月29日股价下跌2.29%
证券之星 · 01-29
沐曦股份（688802）披露使用募集资金向全资子公司提供借款以实施募投项目公告，1月29日股价下跌2.29%
天翼视联完成首轮增资引战，含沐曦股份、海康威视等战略投资
新京报 · 01-27
天翼视联完成首轮增资引战，含沐曦股份、海康威视等战略投资
沐曦股份：预计去年亏损同比收窄43.36%至53.86%
新京报 · 01-27
沐曦股份：预计去年亏损同比收窄43.36%至53.86%
Ai芯片需求显著，国产GPU龙头沐曦股份预计2025年营收同比激增超115%，净亏损同比收窄43.36%至53.86% | 财报见闻
华尔街见闻 · 01-27
Ai芯片需求显著，国产GPU龙头沐曦股份预计2025年营收同比激增超115%，净亏损同比收窄43.36%至53.86% | 财报见闻
奇点国峰(01280)与沐曦股份达成GPU分销合作协议进军国产AI算力市场
智通财经 · 01-26
奇点国峰(01280)与沐曦股份达成GPU分销合作协议进军国产AI算力市场
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公司概况
公司名称：
沐曦集成电路(上海)股份有限公司
所属行业：
--
上市日期：
2025-12-17
主营业务：
沐曦集成电路(上海)股份有限公司的主营业务是研发、设计和销售应用于人工智能训练和推理、通用计算与图形渲染领域的全栈GPU产品，并围绕GPU芯片提供配套的软件栈与计算平台。公司主要产品有GPU产品、IP授权及其他业务。公司曾荣获“2024年VENTURE50风云企业”、“2024年VENTURE50硬科技企业”、“‘中国芯’2023年年度重大创新突破产品奖”、“国产GPU飞跃产品”、“胡润2023全球数字经济独角兽”、“2022-2023年度中国半导体市场领军企业”、“2023年度中国AI芯片企业先锋企业TOP30”、“2022年中国新锐半导体公司最佳雇主Top20”等荣誉奖项。
发行价格：
104.66
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19:34","pubTimestamp":1772624085,"startTime":"0","endTime":"0","summary":"智通财经APP讯，沐曦股份(688802.SH)发布公告，公司预计2026年第一季度归属于母公司所有者的净利润将出现亏损，归属于母公司所有者的净利润预计亏损9075.72万元至1.82亿元，与上年同期相比，将减亏5099.79万元到1.42亿元，亏损收窄21.93%至60.97%。报告期内，公司在坚持技术创新驱动、持续加大研发投入的同时，深化市场开拓，稳步提升在高性能GPU领域的市场地位与行业影响力，积极推进人工智能技术与各行业深度融合。受益于人工智能产业的高速发展，依托优异的产品性能与完善的软件生态，公司产品与服务获得下游客户广泛认可，业务规模较上年同期实现显著增长。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1410054.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":"沐曦股份(688802.SH)发预亏，预计第一季度归母净亏损9075.72万元至1.82亿元","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["688802"],"gpt_icon":0},{"id":"2616582089","title":"港股异动 | 滴普科技(01384)尾盘涨超5% 公司已与沐曦股份达成战略合作 深化AI应用领域合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2616582089","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616582089?lang=zh_cn&edition=full","pubTime":"2026-03-04 15:56","pubTimestamp":1772611011,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，滴普科技尾盘涨超5%，截至发稿，涨4.52%，报113.4港元，成交额1.27亿港元。消息面上，滴普科技此前发布公告称，公司与沐曦股份订立战略合作协议，旨在利用双方各自的优势及资源，在企业级大模型AI应用领域方面深化战略合作关系。值得注意的是，滴普科技获纳入恒生综合指数。据中金，滴普科技有可能被调入港股通，因其满足了包括市值、流动性和上市时间等在内的一系列标准。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1409906.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["VT","BK4588","VXUS","BK4585","01384","BK1117","688802"],"gpt_icon":0},{"id":"2614595538","title":"寒武纪、摩尔线程、沐曦股份齐发业绩快报丨公告精选","url":"https://stock-news.laohu8.com/highlight/detail?id=2614595538","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614595538?lang=zh_cn&edition=full","pubTime":"2026-02-27 21:13","pubTimestamp":1772197980,"startTime":"0","endTime":"0","summary":"今日焦点 摩尔线程2025年营收超15亿元同比增长243.37% 摩尔线程发布《2025年度业绩快报》。 沐曦股份：2025年净亏损7.81亿元 GPU产品出货量显著增长 沐曦股份发布2025年年度业绩快报，报告期内实现营业总收入16.44亿元，较上年同期增长121.26%。 寒武纪：2025年净利润20.59亿元同比扭亏 寒武纪发布2025年度业绩快报，报告期内公司实现营业收入64.97亿元，同比增长453.21%，归属于母公司所有者的净利润为20.59亿元，同比扭亏为盈。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-02-27/doc-inhphkfh0701787.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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18:41","pubTimestamp":1772188880,"startTime":"0","endTime":"0","summary":"证券之星消息，沐曦股份近日即将发布2025年年报，根据2月27日发布的业绩快报，归属净利润亏损7.815亿元，同比增长44.53%。截至 2025 年 12 月 31 日，公司总资产 1,367,433.76 万元，较报告期初增长251.56%；归属于母公司的所有者权益 1,317,348.27 万元，较报告期初增长1,018.00%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026022700033970.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688802"],"gpt_icon":0},{"id":"2614383444","title":"沐曦股份：2025年净亏损7.81亿元GPU产品出货量显著增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2614383444","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614383444?lang=zh_cn&edition=full","pubTime":"2026-02-27 18:41","pubTimestamp":1772188873,"startTime":"0","endTime":"0","summary":"沐曦股份(688802.SH)发布2025年年度业绩快报，报告期内实现营业总收入16.44亿元，较上年同期增长121.26%。归属于母公司所有者的净利润为-7.81亿元。随着公司产品及服务获得下游客户的广泛认可与持续采购，公司GPU产品出货量显著增长，带动收入规模较上年同期实现显著增加。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026022700033953.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688802"],"gpt_icon":0},{"id":"2610614785","title":"研报掘金丨国联民生：首予沐曦股份“推荐”评级，公司正从产品验证迈入规模化盈利阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2610614785","media":"中金财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610614785?lang=zh_cn&edition=full","pubTime":"2026-02-10 15:57","pubTimestamp":1770710222,"startTime":"0","endTime":"0","summary":"国联民生证券日前研报指出，沐曦股份是国内领先的高性能通用GPU企业，聚焦训推一体、通用计算及图形渲染三大产品线，构建全栈自主可控技术体系。公司GPU 产品性能对标国际先进水平，已成功实现千卡集群的商用部署，并加速向万卡规模扩展。国产GPU 加速崛起，算力时代全面开启。叠加科创板政策赋能、国产替代需求放量及与超讯通信等伙伴的产业链协同，公司正从产品验证迈入规模化盈利阶段，首次覆盖，给予“推荐”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260210/32009873.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["688802","01456","601456"],"gpt_icon":0},{"id":"2610314611","title":"小摩强力“唱多”：大模型双雄智谱、MiniMax暴涨，华尔街首评引爆港股AI潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2610314611","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610314611?lang=zh_cn&edition=full","pubTime":"2026-02-10 15:04","pubTimestamp":1770707040,"startTime":"0","endTime":"0","summary":" MiniMax-WP(00100)与智谱(02513)在香港股市迎来大幅上涨行情，此前摩根大通发布研报力推投资者买入这两家新兴人工智能模型开发商的股票。具体来看，智谱股价盘中最高飙升24%，MiniMax亦录 ...","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"966956962cfd6f1722c62f7f94cfc5d5","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/hks/20260210/c674690946.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tonghuashun","symbols":["688802"],"gpt_icon":0},{"id":"2609555205","title":"募投分3至4年落地！沐曦股份拟使用不超29亿元闲置募资进行低风险现金管理","url":"https://stock-news.laohu8.com/highlight/detail?id=2609555205","media":"华夏时报网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609555205?lang=zh_cn&edition=full","pubTime":"2026-02-06 11:02","pubTimestamp":1770346920,"startTime":"0","endTime":"0","summary":" 此前，被称为“国产GPU第一股”的摩尔线程在2025年12月12日发布公告称，拟使用不超过75亿元的部分闲置募集资金进行现金管理。景嘉微也于2025年10月公告，计划使用不超过29.8亿元的闲置募集资金进行现金管理，聚焦结构性存款、大额存单等低风险产品，期限不超过12个月。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-02-06/doc-inhkvvnr2331023.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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17:27","pubTimestamp":1770283662,"startTime":"0","endTime":"0","summary":"截至2026年2月5日收盘，沐曦股份报收于491.96元，较前一交易日下跌2.58%，最新总市值为1968.33亿元。该股当日开盘500.0元，最高503.0元，最低490.5元，成交额达4.79亿元，换手率为5.34%。沐曦集成电路（上海）股份有限公司于近日披露《关于募投项目实施周期及使用部分闲置募集资金进行阶段性现金管理的公告》。该事项已经公司董事会审计委员会及董事会审议通过，保荐人无异议，无需提交股东会审议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026020500028034.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688802"],"gpt_icon":0},{"id":"2608542849","title":"业绩不及预期？寒武纪、摩尔线程、沐曦股份股价集体走低","url":"https://stock-news.laohu8.com/highlight/detail?id=2608542849","media":"21世纪经济报道","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608542849?lang=zh_cn&edition=full","pubTime":"2026-02-03 12:40","pubTimestamp":1770093600,"startTime":"0","endTime":"0","summary":"近期，国产AI芯片上市公司业绩陆续发布，主营情况均有好转，但股价表现上却不尽如人意。 2月3日，寒武纪盘中大幅跳水，一度跌超14%，截至午间收盘，下跌12.88%，摩尔线程下跌4.70%，沐曦股份收跌5.11%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-02-03/doc-inhkpeik7432427.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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