688802 沐曦股份
已收盘 04-24 15:00:00
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4月24日沐曦股份涨7.16%，万家自主创新混合A基金重仓该股
证券之星 · 04-24 16:29
4月24日沐曦股份涨7.16%，万家自主创新混合A基金重仓该股
每周股票复盘：沐曦股份（688802）2025年度股东会决议通过
证券之星 · 04-19
每周股票复盘：沐曦股份（688802）2025年度股东会决议通过
4月15日沐曦股份涨10.75%，金信量化精选混合A基金重仓该股
证券之星 · 04-15
4月15日沐曦股份涨10.75%，金信量化精选混合A基金重仓该股
沐曦股份曦云C系列GPU Day 0 适配智谱GLM-5.1
市场资讯 · 04-08
沐曦股份曦云C系列GPU Day 0 适配智谱GLM-5.1
外资、地方国资集体抢筹国产GPU四小龙
21世纪经济报道 · 04-05
外资、地方国资集体抢筹国产GPU四小龙
水木湛清华，桃李映晨曦|沐曦股份向清华大学捐赠仪式举行
市场资讯 · 04-04
水木湛清华，桃李映晨曦|沐曦股份向清华大学捐赠仪式举行
国产GPU厂商去年营收大增、但仍亏损，推理场景成核心增收引擎
21世纪经济报道 · 04-03
国产GPU厂商去年营收大增、但仍亏损，推理场景成核心增收引擎
“顶流”张坤在管基金年报披露!首次建仓摩尔线程-U(688795.SH)、沐曦股份(688802.SH) 大手笔增持港交所(00388)
智通财经 · 04-01
“顶流”张坤在管基金年报披露!首次建仓摩尔线程-U(688795.SH)、沐曦股份(688802.SH) 大手笔增持港交所(00388)
奥尼电子(301189.SZ)与沐曦股份就桌面AI工作站等硬件产品达成战略合作
智通财经 · 03-30
奥尼电子(301189.SZ)与沐曦股份就桌面AI工作站等硬件产品达成战略合作
沐曦股份(688802)2月28日股东户数2.84万户，较上期减少9.42%
证券之星 · 03-27
沐曦股份(688802)2月28日股东户数2.84万户，较上期减少9.42%
沐曦股份年营收16亿：扣非后净亏8.3亿 葛卫东持股价值163亿
雷递网 · 03-26
沐曦股份年营收16亿：扣非后净亏8.3亿 葛卫东持股价值163亿
2400亿算力芯片龙头沐曦股份，营收大增121%
21世纪经济报道 · 03-26
2400亿算力芯片龙头沐曦股份，营收大增121%
多点数智与沐曦股份达成战略合作
每日经济新闻 · 03-26
多点数智与沐曦股份达成战略合作
沐曦股份创始人陈维良：以开源框架、工具链与社区共建为抓手，推动国产GPU产业建设
新浪科技 · 03-23
沐曦股份创始人陈维良：以开源框架、工具链与社区共建为抓手，推动国产GPU产业建设
沐曦股份CTO杨建：构建国产 GPU“安卓”生态，计划培育 300 万开发者
新浪科技 · 03-20
沐曦股份CTO杨建：构建国产 GPU“安卓”生态，计划培育 300 万开发者
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
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
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
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
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
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
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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。公司的主要产品是训推一体GPU、智算推理GPU、图形渲染GPU、IP授权、技术服务及其他。公司荣获“上海市市级企业技术中心”、“2025胡润中国人工智能企业50强”、“2025年度上海市科技小巨人”、“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，在行业内具有较高的品牌知名度。
发行价格：
104.66
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01:30","pubTimestamp":1776533423,"startTime":"0","endTime":"0","summary":"本周关注点来自公司公告汇总：沐曦股份2025年年度股东会审议通过董事会报告、年度报告、利润分配预案等多项议案。来自公司公告汇总：沐曦股份续聘2026年度审计机构，并修订公司章程及部分内部治理制度。公司公告汇总上海市锦天城律师事务所出具法律意见书，认为沐曦集成电路（上海）股份有限公司2025年年度股东会的召集与召开程序、出席会议人员资格、召集人资格及表决程序符合法律、法规和公司章程规定，表决结果合法有效。","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/RB2026041900000450.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":"stockstar","symbols":["688802"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627240475","title":"4月15日沐曦股份涨10.75%，金信量化精选混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2627240475","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627240475?lang=zh_cn&edition=full","pubTime":"2026-04-15 16:10","pubTimestamp":1776240628,"startTime":"0","endTime":"0","summary":"证券之星消息，4月15日沐曦股份涨10.75%创60日新高，收盘报679.9元，换手率25.65%，成交量4.65万手，成交额30.79亿元。重仓沐曦股份的前十大公募基金请见下表：该股最近90天内共有2家机构给出评级，增持评级2家。根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共2家，其中持有数量最多的公募基金为金信基金的金信量化精选混合A。金信量化精选混合A目前规模为0.58亿元，最新净值1.9161，较上一交易日上涨2.71%，近一年上涨106.14%。","market":"hk","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/RB2026041500028550.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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625991487","title":"沐曦股份曦云C系列GPU Day 0 适配智谱GLM-5.1","url":"https://stock-news.laohu8.com/highlight/detail?id=2625991487","media":"市场资讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625991487?lang=zh_cn&edition=full","pubTime":"2026-04-08 11:53","pubTimestamp":1775620380,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：界面新闻）4月8日，智谱新一代旗舰模型GLM-5.1实现开源。当日，沐曦股份宣布，目前，曦云C系列GPU已完成该系列模型Day 0全量适配。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"c53e64df3c144ba7eea7366d07a7d31d","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/t/2026-04-08/doc-inhtucsf6587224.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["02513","688802","BK1117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625610904","title":"外资、地方国资集体抢筹国产GPU四小龙","url":"https://stock-news.laohu8.com/highlight/detail?id=2625610904","media":"21世纪经济报道","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625610904?lang=zh_cn&edition=full","pubTime":"2026-04-05 09:36","pubTimestamp":1775352960,"startTime":"0","endTime":"0","summary":" 近日，摩尔线程、沐曦股份、壁仞科技、天数智芯先后交出了上市后的首份年度成绩单。 2025年，四家GPU企业的营业收入均大幅增长，但仍集体亏损。答案藏在它们冗长的股东名单里——这是一场集结了市场化机构、国家级基金、地方国资、产业资本的“资本接力赛”。 国资也是国产GPU厂商的“护航员”。而随着国产GPU厂商陆续登陆资本市场，国产GPU的竞争，也将从融资竞赛进入业绩兑现的下半场。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/wm/2026-04-05/doc-inhtkzxf2217342.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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近日，沐曦集成电路（上海）股份有限公司向清华大学捐赠仪式在丙所举行。清华大学1999级硕士校友、沐曦股份创始人、董事长兼总经理陈维良，清华大学常务副校长曾嵘，清华大学讲席教授、求真书院院长、丘成桐数学科学中心主任丘成桐等出席仪式。清华大学教育基金会秘书长袁桅主持仪式。 曾嵘代表清华大学对沐曦股份的慷慨捐赠表示感谢。","market":"other","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://finance.sina.com.cn/stock/s/2026-04-04/doc-inhtiucx7899533.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":"sina","symbols":["688802"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624652440","title":"国产GPU厂商去年营收大增、但仍亏损，推理场景成核心增收引擎","url":"https://stock-news.laohu8.com/highlight/detail?id=2624652440","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624652440?lang=zh_cn&edition=full","pubTime":"2026-04-03 19:34","pubTimestamp":1775216053,"startTime":"0","endTime":"0","summary":"近日，摩尔线程（688795.SH）、沐曦股份（688802.SH）、壁仞科技（06082.HK）、天数智芯（09003.HK）先后交出了上市后的首份年度成绩单。2025年，四家GPU企业的营业收入均大幅增长，但仍集体亏损。其中，摩尔线程、沐曦股份、天数智芯均收窄了亏损，壁仞科技因研发开支增长等影响，亏损规模扩大。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604033695112770.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604033695112770.html","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":"stock_eastmoney","symbols":["09903","688802","CHAT","688795","BK1163","06082"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624456606","title":"“顶流”张坤在管基金年报披露!首次建仓摩尔线程-U(688795.SH)、沐曦股份(688802.SH) 大手笔增持港交所(00388)","url":"https://stock-news.laohu8.com/highlight/detail?id=2624456606","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624456606?lang=zh_cn&edition=full","pubTime":"2026-04-01 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公告，公司(甲方)于2026年3月30日与沐曦股份(乙方)签署了《战略合作协议书》，双方就沐曦桌面AI工作站等硬件产品进行全方位、多层次、长期稳固的合作，建立战略合作伙伴关系。合作期内，乙方保证以战略优惠价格优先满足甲方的GPU芯片等需求。同等条件下，乙方优先选择甲方进行沐曦桌面AI工作站的硬件开发与制造合作。、甲、乙双方在市场拓展、基于乙方GPU产品的AI工作站等产品方面展开市场和销售合作。","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/1421692.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":["BK0214","688802","AGIX","301189","AIPO","CHAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622844547","title":"沐曦股份(688802)2月28日股东户数2.84万户，较上期减少9.42%","url":"https://stock-news.laohu8.com/highlight/detail?id=2622844547","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622844547?lang=zh_cn&edition=full","pubTime":"2026-03-27 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据悉，依托全栈GPU产品和MXMACA异构计算平台，沐曦股份已实现从底层驱动到上层训推软件的全栈0-1适配，兼容国际主流技术框架，降低开源适配门槛。","market":"us","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://finance.sina.com.cn/tob/2026-03-20/doc-inhrrkwz6871246.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":"sina","symbols":["CTO","LU1066051225.USD","BK4160","LU1066051811.HKD","LU1066053197.SGD","LU1066051498.USD","688802"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2617370550","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2617370550","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617370550?lang=zh_cn&edition=full","pubTime":"2026-03-05 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