北京AI芯片龙头秘密提交IPO申请

芯东西01-02

芯东西（公众号：aichip001）作者 | ZeR0编辑 | 漠影芯东西1月2日消息，今日，百度集团发布公告，宣布其旗下AI芯片公司昆仑芯已于1月1日以保密形式向港交所提交上市申请表格（A1表格），以申请批准昆仑芯股份在港交所主板上市及买卖。目前的方案为建议分拆将通过昆仑芯股份的全球发售进行，包括：（1）昆仑芯股份于香港进行公开发售，以供香港公众人士认购；（2）向机构及专业投资者配售昆仑芯股份。...

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漠影芯东西1月2日消息，今日，百度集团发布公告，宣布其旗下AI芯片公司昆仑芯已于1月1日以保密形式向港交所提交上市申请表格（A1表格），以申请批准昆仑芯股份在港交所主板上市及买卖。目前的方案为建议分拆将通过昆仑芯股份的全球发售进行，包括：（1）昆仑芯股份于香港进行公开发售，以供香港公众人士认购；（2）向机构及专业投资者配售昆仑芯股份。截至该公告日期，昆仑芯为百度之非全资附属公司。建议分拆完成后，预计昆仑芯仍将为百度之附属公司。有关建议分拆的详情，包括全球发售的规模与结构、百度于昆仑芯持股百分比的减少幅度等，尚未落实。昆仑芯团队前身为百度智能芯片及架构部，自2011年起便深耕AI加速计算领域，2021年4月完成独立融资，首轮估值约130亿元，并由百度控股。此前有报道称，昆仑芯在2025年下半年完成最新一轮融资，募资规模2.83亿美元（约合人民币20亿元），投资方包括中国移动相关基金及其他私募投资者，最新估值已达到约210亿元。该公司完整经历了从深度学习到大模型的技术变革，历经三代产品迭代，已实现从模型推理到训练的全场景覆盖，支持客户从单机到万卡级集群的规模化部署。昆仑芯1代系列产品于2020年率先应用于百度内部数据中心，完成了技术验证与场景初探。昆仑芯2代系列产品于2021年量产，2022年开始全方位推向市场，在多行业客户中实现规模化应用。2024年，昆仑芯3代P800系列产品实现量产，其设计满足了大模型对算力的极致需求，在性能与市场表现上均展现出竞争力。大模型爆发后，对各行各业都产生了巨大的变革。昆仑芯的产品在短短一年时间已广泛落地于互联网、算力枢纽、电信运营商、能源电力、金融等关键领域。当前，基于昆仑芯P800系列产品构建的单集群规模已经超过了3万卡，有力支撑了国内大模型的研发与应用。在产业落地上，昆仑芯已实现三代产品规模化部署落地，累计部署规模已达数万卡，在数十个关键行业深入布局。2025年8月，昆仑芯宣布中标中国移动集采项目十亿级订单，并在三个标包均排名第一。在2025年11月的百度世界大会上，昆仑芯公布未来五年路线图：昆仑芯M100将于2026年初上市，百度天池256超节点、将于2026年上半年上市，百度天池512超节点（单节点可完成万亿参数模型训练）将于2026年下半年上市。昆仑芯M300将于2027年初上市，百度天池千卡级超节点将于2028年上市，昆仑芯N系列将于2029年上市，百度百舸百万卡昆仑芯单集群将于2030年点亮。根据百度最新公告，百度认为，建议分拆在商业方面对百度及昆仑芯均有利，且符合股东整体利益，理由如下：（1）建议分拆可更全面地反映昆仑芯集团基于自身优势的价值，并提升其营运及财务透明度，令投资者能清晰区分昆仑芯集团与保留集团，独立评估及衡量昆仑芯集团的表现及潜力；（2）昆仑芯的业务（有别于保留集团业务相对较为多元化的业务模式）将吸引专注于通用AI计算芯片及相关软硬件系统业务的投资者群体；（3） 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