688802 沐曦股份
已收盘 04-17 15:00:00
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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
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
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
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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VENTURE 50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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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":["BK1117","688802","02513"],"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":"us","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":"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://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":["06082","CHAT","688802","688795","09903","BK1163"],"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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15:58","pubTimestamp":1774857528,"startTime":"0","endTime":"0","summary":"智通财经APP讯，奥尼电子 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":"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":"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":["CHAT","688802","AIPO","301189","AGIX","BK0214"],"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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葛卫东持股价值163亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2622868098","media":"雷递网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622868098?lang=zh_cn&edition=full","pubTime":"2026-03-26 21:03","pubTimestamp":1774530190,"startTime":"0","endTime":"0","summary":"沐曦集成电路（上海）股份有限公司（公司代码：688802 公司简称：沐曦股份）今日发布截至2025年12月31日的财报。财报显示，沐曦股份2025年营收为16.44亿元，较上年同期的7.43亿元增长121.26%。","market":"us","thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20260326/6391015576953154962820451.jpeg","type":0,"news_type":0,"thumbnails":["https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20260326/6391015576953154962820451.jpeg"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.leinews.com/n33063/detail.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"leinews_highlight","symbols":["688802"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622850113","title":"2400亿算力芯片龙头沐曦股份，营收大增121%","url":"https://stock-news.laohu8.com/highlight/detail?id=2622850113","media":"21世纪经济报道","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622850113?lang=zh_cn&edition=full","pubTime":"2026-03-26 20:44","pubTimestamp":1774529040,"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！ 3月26日晚间，算力芯片龙头沐曦股份交出上市后首份年报。 该年报显示，2025年，沐曦股份实现营业收入16.44亿元，同比增长121.26%；归属于上市公司股东的净利润亏损7.89亿元，上年同期亏损14.09亿元，亏损收窄43.97%。 鉴于截至2025年末母公司报表未分配利润为负，不满足现金分红条件，沐曦股份2025年度拟不进行现金分红，不送红股，不以资本公积金转增股本。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/marketresearch/2026-03-26/doc-inhsiqkt8899600.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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万开发者","url":"https://stock-news.laohu8.com/highlight/detail?id=2620015783","media":"新浪科技","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620015783?lang=zh_cn&edition=full","pubTime":"2026-03-20 15:42","pubTimestamp":1773992520,"startTime":"0","endTime":"0","summary":"新浪科技讯 3月20日下午消息，沐熙股份北京AI研究院及企业开源中心今日启用，启动仪式上，沐曦股份联合创始人、CTO 兼首席软件架构师杨建阐述了公司开源生态建设的具体目标。 杨建指出，沐曦致力于基于自研 MXMACA 软件栈，构建一个类似于“Android”一样的智能计算生态。 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":"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://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","BK4160","LU1066051811.HKD","LU1066053197.SGD","688802","LU1066051498.USD","LU1066051225.USD"],"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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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"],"isVideo":false,"video":null,"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":"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":"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":["01384","688802","BK1117","VXUS","BK4588","VT","BK4585"],"isVideo":false,"video":null,"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 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