688802 沐曦股份
已收盘 05-08 15:00:00
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5月8日沐曦股份跌7.00%，万家自主创新混合A基金重仓该股
证券之星 · 05-08 16:26
5月8日沐曦股份跌7.00%，万家自主创新混合A基金重仓该股
沐曦股份（688802）2026年一季报简析：营收上升亏损收窄，存货明显上升
证券之星 · 05-01
沐曦股份（688802）2026年一季报简析：营收上升亏损收窄，存货明显上升
4月30日沐曦股份涨6.26%，万家自主创新混合A基金重仓该股
证券之星 · 04-30
4月30日沐曦股份涨6.26%，万家自主创新混合A基金重仓该股
图解沐曦股份一季报：第一季度单季净利润同比增长57.49%
证券之星 · 04-30
图解沐曦股份一季报：第一季度单季净利润同比增长57.49%
沐曦股份：第一季度净利润亏损9884.24万元GPU产品出货量显著增长
证券之星 · 04-29
沐曦股份：第一季度净利润亏损9884.24万元GPU产品出货量显著增长
起底全球AI硅光芯片第一股，“算力之都”上海步入产业兑现期
第一财经 · 04-28
起底全球AI硅光芯片第一股，“算力之都”上海步入产业兑现期
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
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
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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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06:52","pubTimestamp":1777589570,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期沐曦股份发布2026年一季报。截至本报告期末，公司营业总收入5.62亿元，同比上升75.37%，归母净利润-9884.24万元，同比上升57.49%。本报告期沐曦股份存货明显上升，存货同比增幅达77.31%。财报体检工具显示：建议关注公司现金流状况建议关注财务费用状况建议关注公司应收账款状况分析师工具显示：证券研究员普遍预期2026年业绩在1.83亿元，每股收益均值在0.46元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026050100007486.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":"2631863556","title":"4月30日沐曦股份涨6.26%，万家自主创新混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2631863556","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631863556?lang=zh_cn&edition=full","pubTime":"2026-04-30 16:29","pubTimestamp":1777537747,"startTime":"0","endTime":"0","summary":"证券之星消息，4月30日沐曦股份涨6.26%创60日新高，收盘报758.03元，换手率21.71%，成交量3.94万手，成交额29.9亿元。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45家，其中持有数量最多的公募基金为万家基金的万家自主创新混合A。该公募基金现任基金经理为黄兴亮。","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/RB2026043000053547.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":"2631652845","title":"图解沐曦股份一季报：第一季度单季净利润同比增长57.49%","url":"https://stock-news.laohu8.com/highlight/detail?id=2631652845","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631652845?lang=zh_cn&edition=full","pubTime":"2026-04-30 03:21","pubTimestamp":1777490468,"startTime":"0","endTime":"0","summary":"证券之星消息，沐曦股份2026年一季报显示，一季度公司主营收入5.62亿元，同比上升75.37%；归母净利润-9884.24万元，同比上升57.49%；扣非净利润-1.03亿元，同比上升52.95%；负债率3.39%，投资收益1408.41万元，财务费用-652.8万元，毛利率60.05%。财报数据概要请见下图: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":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026043000009288.shtml","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":"stockstar","symbols":["688802"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631516202","title":"沐曦股份：第一季度净利润亏损9884.24万元GPU产品出货量显著增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2631516202","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631516202?lang=zh_cn&edition=full","pubTime":"2026-04-29 20:03","pubTimestamp":1777464183,"startTime":"0","endTime":"0","summary":"沐曦股份(688802.SH)公告称，2026年第一季度实现营业收入5.62亿元，同比增长75.37%；归属于上市公司股东的净利润为-9884.24万元，上年同期净亏损2.33亿元。业绩变动主要系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，使得报告期内收入较上年同期大幅增长；归属于上市公司股东的净利润较上年同期亏损收窄所致。注：公司Q1净利润-0.99亿，2025年Q4净利润-4.44亿，据此计算，Q1净利润环比持续亏损。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":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042900061148.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688802"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630516323","title":"起底全球AI硅光芯片第一股，“算力之都”上海步入产业兑现期","url":"https://stock-news.laohu8.com/highlight/detail?id=2630516323","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630516323?lang=zh_cn&edition=full","pubTime":"2026-04-28 11:00","pubTimestamp":1777345248,"startTime":"0","endTime":"0","summary":"伴随全球大模型与算力需求的爆发式增长，全球首家以光电混合算力为核心的科技企业——曦智科技-P（01879.HK），今日（28日）正式登陆港交所，全球资本市场迎来“光计算与光互连”领域的首个对标标的。上市首日曦智科技开盘价为880港元，发行价183.2港元，延续了公司招股阶段近5800倍认购的市场热度。“未来五年内，硅光芯片将占据数据中心30%~50%的芯片数量及市场规模。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604283721895276.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"07bac0175d858e54df48541d68aa044c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604283721895276.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":["BK4535","01879","BK4588","BK4585","06082","688802"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629816286","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2629816286","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629816286?lang=zh_cn&edition=full","pubTime":"2026-04-24 16:29","pubTimestamp":1777019389,"startTime":"0","endTime":"0","summary":"证券之星消息，4月24日沐曦股份涨7.16%，收盘报718.0元，换手率25.86%，成交量4.69万手，成交额32.37亿元。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45家，其中持有数量最多的公募基金为万家基金的万家自主创新混合A。该公募基金现任基金经理为黄兴亮。","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/RB2026042400050045.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":"2628565747","title":"每周股票复盘：沐曦股份（688802）2025年度股东会决议通过","url":"https://stock-news.laohu8.com/highlight/detail?id=2628565747","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628565747?lang=zh_cn&edition=full","pubTime":"2026-04-19 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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":"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://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":"hk","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":["688795","CHAT","BK1163","688802","09903","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) 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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":"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":["AGIX","301189","688802","CHAT","BK0214","AIPO"],"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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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":"hk","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 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