长鑫科技今日正式登陆上海证券交易所科创板，开盘价为49.5元，较发行价上涨471%[1]，市值随即突破3.3万亿元[1]，创下科创板最大IPO纪录。本次IPO首发募资额达579亿元，创科创板历史新高[1]。一级市场投资者中一签收益超过2万元[1]。
长鑫科技已成为国内存储芯片产业的融资重心。该公司一级市场累计融资超过660亿元，占整个存储器赛道融资的近七成[1]。在过去六年内，存储器赛道融资总规模约918.69亿元，共发生174笔融资[1]。大基金二期在2020年12月参与了长鑫156.5亿元的战略融资[1]。随着长鑫IPO完成，国家大基金已转向投放上游材料设备领域[1]，这标志着中国半导体产业进入由龙头企业反哺产业链的新阶段。
Chanxin Technology officially listed on the Shanghai Stock Exchange's STAR Market today, marking a milestone for China's domestic memory chip industry [1]. The company's opening price of 49.5 yuan represented a 471% surge from its issuance price, propelling its market capitalization to 3.3 trillion yuan and establishing a new record for the largest IPO on the STAR Market [1]. The initial public offering raised approximately 579 billion yuan, also setting a STAR Market fundraising record [1].
The strong market debut underscores the company's critical position within China's semiconductor sector. Chanxin has accumulated over 660 billion yuan in primary market financing, accounting for nearly 70% of total funding across the entire memory chip track [1]. With annual revenues approaching 1 trillion yuan and IPO proceeds of approximately 600 billion yuan, the company has demonstrated sufficient financial capacity to advance independently [1]. This shift reflects a broader transition in China's semiconductor strategy, as the National IC Fund has redirected its investment focus from continued backing of Chanxin toward upstream materials and equipment sectors [1], signaling that the industry's leading enterprises are now positioned to strengthen the broader supply chain ecosystem.
