爱芯元智上市第二天破发：预计年亏超10亿韦尔半导体浮亏

雷递网02-11

雷递网雷建平 2月11日爱芯元智半导体股份有限公司（简称“爱芯元智”，股票代码：“00600”）昨日在港交所上市。爱芯元智发行价为28.2港元，此次发售1.05亿股，募资总额29.61亿港元；扣非发行应付上市费用1.6亿港元，募资净额为28亿港元。爱芯元智基石投资者分别为韦尔半导体香港有限公司、新马服装国际有限公司、JSC International Investment Fund SPC、...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2610609994?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-11 10:37","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2610609994","market":"hk","top_or_hot":-1,"title":"爱芯元智上市第二天破发：预计年亏超10亿 韦尔半导体浮亏","media":"雷递网","content":"<div>\n<p>雷递网 雷建平 2月11日爱芯元智半导体股份有限公司（简称“爱芯元智”，股票代码：“00600”）昨日在港交所上市。爱芯元智发行价为28.2港元，此次发售1.05亿股，募资总额29.61亿港元；扣非发行应付上市费用1.6亿港元，募资净额为28亿港元。爱芯元智基石投资者分别为韦尔半导体香港有限公司、新马服装国际有限公司、JSC International Investment Fund SPC、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211103854a6ece07e&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>爱芯元智上市第二天破发：预计年亏超10亿 韦尔半导体浮亏</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n爱芯元智上市第二天破发：预计年亏超10亿 韦尔半导体浮亏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-11 10:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211103854a6ece07e&s=b><strong>雷递网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷递网 雷建平 2月11日爱芯元智半导体股份有限公司（简称“爱芯元智”，股票代码：“00600”）昨日在港交所上市。爱芯元智发行价为28.2港元，此次发售1.05亿股，募资总额29.61亿港元；扣非发行应付上市费用1.6亿港元，募资净额为28亿港元。爱芯元智基石投资者分别为韦尔半导体香港有限公司、新马服装国际有限公司、JSC International Investment Fund SPC、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211103854a6ece07e&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"00600","symbol_name":"爱芯元智","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211103854a6ece07e&s=b","article_id":"2610609994","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211103854a6ece07e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2610609994","pubTimestamp":1770777479,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"爱芯元智首日开盘价与收盘价均为28.2港元，与发行价持平，不过，上市第二天，爱芯元智就破发，截至目前，股价下跌超过4%，公司市值约158亿港元。爱芯元智2025年前9个月营收为2.69亿元，上年同期的营收为2.54亿元；经营亏损为5.49亿元，期内亏损为8.56亿元。爱芯元智2022年、2023年、2024年经调整净亏损分别为4.44亿、5.42亿、6.28亿元；2025年前9个月经调整净亏损为4.62亿元。爱芯元智预计2025年公司权益股东应占估计综合亏损不超过11.51亿元。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"00600":"爱芯元智","BK1216":"多样化房地产活动"},"translate_title":"Aixin Yuanzhi broke the price on the second day of listing: the annual loss is expected to exceed 1 billion, Weir Semiconductor's floating loss","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00600":1.5},"content_text":"雷递网 雷建平 2月11日爱芯元智半导体股份有限公司（简称“爱芯元智”，股票代码：“00600”）昨日在港交所上市。爱芯元智发行价为28.2港元，此次发售1.05亿股，募资总额29.61亿港元；扣非发行应付上市费用1.6亿港元，募资净额为28亿港元。爱芯元智基石投资者分别为韦尔半导体香港有限公司、新马服装国际有限公司、JSC International Investment Fund SPC、NGS Super、德赛西威旗下Desay SV Automotive Singapore、Factorial Master Fund、Hel Ved Master Fund、Valliance Asset Management、明山资本有限公司、均胜电子旗下Joyson Electronics Holdings、Jupiter Global Master Fund、GRANITE ASIA IX VCC、豪恩及CICC Financial Trading、NonaVerse (Hong Kong) 、青岛观澜及国泰君安证券投资（香港）有限公司（就观澜场外掉期交易而言）、Jinyi Capital Multi-Strategy Fund，一共认购1.85亿美元（约14.43亿港元）。其中，韦尔半导体香港有限公司、新马服装国际有限公司分别认购3500万美元，JSC International Investment Fund SPC认购2700万美元，NGS Super认购2000万美元，Desay SV Automotive Singapore认购1000万美元，Factorial Master Fund、Hel Ved Master Fund、Valliance Asset Management分别认购700万美元；明山资本有限公司、Joyson Electronics Holdings、Jupiter Global Master Fund、GRANITE ASIA IX VCC、豪恩及CICC Financial Trading、NonaVerse (Hong Kong) 、青岛观澜及国泰君安证券投资（香港）有限公司（就观澜场外掉期交易而言）分别认购500万美元，Jinyi Capital Multi-Strategy Fund认购200万美元。爱芯元智首日开盘价与收盘价均为28.2港元，与发行价持平，不过，上市第二天，爱芯元智就破发，截至目前，股价下跌超过4%，公司市值约158亿港元。总体来看，爱芯元智虽然号称成为“中国边缘AI芯片第一股”，但在资本市场属于不冷不热的状态，远不如摩尔线程、沐曦、壁仞科技、天数等GPU上市的时候的风光。招股书显示，爱芯元智2022年、2023年、2024年营收分别为5023万元、2.3亿元、4.7亿元；毛利分别为1299万元、5924万、9940万元；运营亏损分别为4.82亿、5.94亿、6.56亿元。爱芯元智2025年前9个月营收为2.69亿元，上年同期的营收为2.54亿元；经营亏损为5.49亿元，期内亏损为8.56亿元。爱芯元智2025年前9个月来自终端计算产品收入为2.34亿元，占比为87.2%；来自边缘AI推理产品收入为1598万元，占比为5.9%；来自智能汽车产品收入为1726万元，占比为6.4%。爱芯元智2022年、2023年、2024年经调整净亏损分别为4.44亿、5.42亿、6.28亿元；2025年前9个月经调整净亏损为4.62亿元。爱芯元智预计2025年公司权益股东应占估计综合亏损不超过11.51亿元。——————————————雷递由媒体人雷建平创办，若转载请写明来源。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2610609994","isCrawlerRequest":true}

爱芯元智上市第二天破发：预计年亏超10亿 韦尔半导体浮亏

精彩评论

爱芯元智上市第二天破发：预计年亏超10亿韦尔半导体浮亏