Group 1: Company Overview - Hubei Gobijia Optoelectronic Technology Co., Ltd. is a key player in the production of specialty functional glass, essential for various industries including energy, healthcare, aerospace, and defense [2][4]. - The company has successfully developed several specialty glass products, including nano-microcrystalline glass and radiation-resistant glass, which have achieved mass sales in specific applications [3][4]. Group 2: Market Position and Competitive Advantages - The company is one of the main enterprises in China capable of large-scale production of optical glass and specialty functional glass, competing with international leaders like SCHOTT, HOYA, and CORNING [7]. - Competitive advantages include strong R&D capabilities, high product quality, superior service, and effective cost control, particularly in mass production technology [6][7]. Group 3: Industry Characteristics and Barriers - The specialty glass industry is classified as "C30 Non-metallic Mineral Products Industry," characterized by high technical and capital intensity, resulting in significant entry barriers [5][6]. Group 4: Future Development and Client Expansion - The future growth of the company's nano-microcrystalline glass products relies on expanding end-user applications, with a focus on ongoing research and development of new specialty glass products [4][8]. - Client development for nano-microcrystalline glass is driven by active engagement with downstream customers and monitoring market trends, with future progress contingent on market developments [8].

| | 2024-03-26 公告日期 异常期间 无 | | | | --- | --- | --- | --- | | | 成交数量 戈碧迦(835438) 连续竞价 22510686.0 （股） | 成交金额（万 元） | 54203.22 | | | 涉及事项 当日换手率达到20%的前5只股票 | | | | 买/卖 | 营业部或交易单元名称 | 买入金额（元） | 卖出金额（元） | | 买1 | 机构专用 | 27051191.76 | 0 | | 买2 | 机构专用 | 9634902.71 | 0 | | 买3 | 国投证券股份有限公司深圳分公司 | 9079918.61 | 7557 | | 买4 | 国投证券股份有限公司深圳下梅林二街证券营业部 | 8700470.02 | 0 | | 买5 | 国信证券股份有限公司深圳泰然九路证券营业部 | 8588881.46 | 6029630.77 | | 卖1 | 兴业证券股份有限公司深圳东海国际证券营业部 | 482571.7 | 48184611.34 | | 卖2 | 华泰证券股份有限公司北京学院南路证券营业部 | 101317.54 | 1 ...

| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-03- | 835438 | 戈碧迦 | 22510686.0 | 54203.22 | 当日换手率达到39.44% | | 26 | | | | | | | 2024-03- 26 | 873122 | 中纺标 | 4156254 | 21104.01 | 当日换手率达到31.87% | | 2024-03- | 871753 | 天纺标 | 6515323 | 21156.86 | 当日换手率达到30.53% | | 26 | | | | | | ...

Investment Rating - The report does not provide a specific investment rating for the company [1] Core Insights - The company is a leading manufacturer of optical glass and special functional glass in China, experiencing explosive growth in performance. It focuses on core technologies such as formulation and melting of optical glass and has developed new products like nano-microcrystalline glass and radiation-resistant glass, serving multiple industries including smartphones and medical [2][3] - The industry is recovering, with a significant demand for high-end products driven by the upgrade of consumer electronics and new technologies like AI and smart driving, indicating a bright future for domestic alternatives in the optical glass market [3][4] - The company has established a strong supply chain advantage and is actively expanding into high-end product markets, with plans to build production lines for special high-definition imaging optical glass, which will significantly increase its production capacity and profitability [4][49] Summary by Sections Company Overview - The company has been dedicated to the research and production of optical glass materials since its establishment in 2009, expanding its product range from 2 to over 100 types of optical glass. It has received multiple honors and recognitions, including being designated as a "National Specialized and New Small Giant Enterprise" [13][16] Industry Market Trends - China is the largest optical glass production base globally, with a market size exceeding 36 billion RMB in 2022. The industry is characterized by high investment scales and long return periods, with significant barriers to entry [25][26] - Emerging demands in consumer electronics are driving the growth of special functional glass, with the market for medical radiation protection glass expected to reach 2.6 billion RMB by 2026 [41] Production and R&D Capabilities - The company has accumulated 64 valid patents and has a strong focus on R&D, with a dedicated team of technical personnel. It has developed advanced production processes and maintains a high product yield rate of over 90% for its nano-microcrystalline glass [44][45] Financial Projections - Revenue projections for 2024, 2025, and 2026 are estimated at 8.06 billion, 9.48 billion, and 10.55 billion RMB, respectively, with corresponding net profits of 1.20 billion, 1.52 billion, and 1.71 billion RMB. The company is expected to maintain a strong growth trajectory in the coming years [4][49][50]

公告编号：2024-032 证券代码：835438 证券简称：戈碧迦 主办券商：中信建投 湖北戈碧迦光电科技股份有限公司 关于公司股票在全国中小企业股份转让系统 终止挂牌的提示性公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没 有虚假记载、误导性陈述或者重大遗漏，并对其内容的真实性、准 确性和完整性承担个别及连带法律责任。 经北京证券交易所同意，湖北戈碧迦光电科技股份有限公司股票 将于 2024 年 3 月 25 日在北京证券交易所上市。根据《全国中小企业 股份转让系统挂牌公司股票终止挂牌实施细则》相关规定，公司股票 于北京证券交易所上市当日即在全国中小企业股份转让系统终止挂 牌。 特此公告。 湖北戈碧迦光电科技股份有限公司 董事会 2024 年 3 月 21 日 ...

湖北戈碧迦光电科技股份有限公司 向不特定合格投资者公开发行股票 并在北京证券交易所上市提示性公告 保荐机构（主承销商）：中信建投证券股份有限公司 一、上市概况 14,125.0000 万股（超额配售选择权全额行使后） 二、风险提示 公司本次发行价格 10 元/股，存在未来公司股价下跌给投资者带来损失的风 险。本公司股票将在北京证券交易所上市，发行人和保荐机构（主承销商）提请 投资者充分了解公司相关风险及本公司所披露的风险因素，审慎做出投资决定。 三、发行人及保荐机构（主承销商）联系方式 （一）发行人：湖北戈碧迦光电科技股份有限公司 法定代表人：虞国强 地址：湖北省宜昌市秭归县九里工业园区 联系人：王兴宽 电话：0717-2862292 （二）保荐机构（主承销商）：中信建投证券股份有限公司 法定代表人：王常青 经北京证券交易所同意，湖北戈碧迦光电科技股份有限公司的股票将于 2024 年 3 月 25 日在北京证券交易所上市。 证券简称：戈碧迦 证券代码：835438 本次公开发行股票数量：2,000.0000 万股 2,300.0000 万股（超额配售选择权全额行使后） 公开发行后总股本：13,825.0000 ...

证券简称：戈碧迦 证券代码：835438 湖北戈碧迦光电科技股份有限公司 （湖北秭归经济开发区九里工业园区） 向不特定合格投资者公开发行股票 并在北京证券交易所上市公告书 保荐机构（主承销商） （北京市朝阳区安立路66号4号楼） 二〇二四年三月 湖北戈碧迦光电科技股份有限公司 上市公告书 第一节 重要声明与提示 本公司及全体董事、监事、高级管理人员保证公告书所披露信息的真实、准确、 完整，承诺公告书不存在虚假记载、误导性陈述或重大遗漏，并依法承担法律责任。 北京证券交易所、有关政府机关对本公司股票在北京证券交易所上市及有关事项 的意见，均不表明对本公司的任何保证。 本公司提醒广大投资者认真阅读北京证券交易所网站披露的本公司招股说明书 "风险因素"章节的内容，注意风险，审慎决策，理性投资。 本公司提醒广大投资者注意，凡本公告书未涉及的有关内容，请投资者查阅本公 司招股说明书全文。 本上市公告书如无特别说明，相关用语具有与《湖北戈碧迦光电科技股份有限公 司招股说明书》中相同的含义。 一、重要承诺 （一）关于股份权属及锁定的承诺 1、公司控股股东、实际控制人、直接或间接持股的董监高 "1、本人严格遵守相关法律、行政 ...

Investment Rating - The report assigns a favorable investment rating to the company, indicating a potential for growth in the optical glass and specialty glass sectors [4]. Core Insights - The company is recognized as a leading player in the optical glass and specialty glass industry, with a significant market share in optical glass and a rapidly growing specialty glass segment driven by nanocrystalline glass [3][4]. - The company has seen a substantial increase in revenue, with total revenue rising from approximately 38.5 million yuan in 2021 to about 80.8 million yuan in 2023, highlighting the growth trajectory of both optical and specialty glass products [9][30]. - The report emphasizes the importance of research and development (R&D) and capacity expansion as key drivers for future growth in a market projected to exceed 100 billion yuan [26][29]. Summary by Sections 1. Company Overview - The company is classified as a national-level specialized and innovative "little giant" in the optical glass and specialty glass sectors, focusing on R&D, manufacturing, and sales [9]. - It has established a comprehensive business system covering product R&D, production, and sales, with a strong emphasis on technological innovation [9]. 2. Optical Glass - The company ranks among the top three in market share for optical glass in China, with vehicle lighting identified as a key growth area [3][14]. - In 2023, optical glass revenue accounted for approximately 35% of total revenue, with materials contributing about 21%, components 12%, and elements 3% [3]. - The company has developed over 100 types of optical glass, covering mainstream varieties such as crown glass and phosphate glass, and is expanding its product offerings [14][15]. 3. Specialty Glass - Specialty glass has emerged as a new growth point, with nanocrystalline glass rapidly gaining traction, contributing to 64% of the company's revenue in 2023 [3][22]. - The company’s sales of nanocrystalline glass reached 494 million yuan in 2023, primarily driven by demand from major clients [23]. - The report highlights the applications of specialty glass in various fields, including mobile devices and medical equipment, indicating a broad market potential [22][24]. 4. Long-term Growth Strategy - The company plans to expand production capacity by adding six new production lines for specialty optical glass, which is expected to increase annual capacity by 1,632 tons [29]. - The focus on R&D and the establishment of a dedicated research center are aimed at enhancing product innovation and meeting market demands [29][31]. - The report outlines a robust market outlook for optical and specialty glass, driven by applications in security monitoring, consumer electronics, and automotive sectors, with a market space exceeding 100 billion yuan [26][27].

公告编号：2024-031 湖北戈碧迦光电科技股份有限公司 向不特定合格投资者公开发行股票并在北京证券交易所上市 发行结果公告 保荐机构（主承销商）：中信建投证券股份有限公司 特别提示 湖北戈碧迦光电科技股份有限公司（以下简称"戈碧迦"、"发行人"或"公 司"）向不特定合格投资者公开发行股票并在北京证券交易所上市（以下简称"本 次发行"）申请已于 2024 年 1 月 18 日经北京证券交易所（以下简称"北交所"） 上市委员会审议通过，并获中国证券监督管理委员会（以下简称"中国证监会"） 批复同意注册（证监许可〔2024〕223 号）。本次发行的保荐机构（主承销商） 为中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐机构（主承 销商）"或"主承销商"）。发行人的股票简称为"戈碧迦"，股票代码为"835438"。 本次发行采用战略投资者定向配售（以下简称"战略配售"）和网上向开通 北交所交易权限的合格投资者定价发行（以下简称"网上发行"）相结合的方式 进行。发行人和保荐机构（主承销商）根据发行人基本面、市场情况、同行业可 比公司估值水平、募集资金需求及承销风险等因素，协商确定发行价格为 10.00 元 ...

Investment Rating - The report recommends an active participation in the company's IPO, highlighting its competitive advantages and growth potential [20]. Core Viewpoints - The company is recognized as a "small giant" in the optical and specialty glass industry, with a strong focus on R&D and a diverse product range [6][7]. - The company has achieved rapid revenue growth, with a 2023 revenue of 808 million yuan and a three-year CAGR of +44.91% [7][10]. - The company is positioned to benefit from the increasing penetration of nano-microcrystalline glass in the smartphone cover market [20]. Summary by Sections Company Overview - Established in 2009, the company specializes in the R&D, manufacturing, and sales of optical glass and specialty functional glass, becoming one of the few manufacturers capable of large-scale production in China [6][7]. - The product range has expanded from 2 to over 100 types of optical glass, covering mainstream varieties [6][7]. Financial Performance - In 2023, the company reported a revenue of 808 million yuan and a net profit of 104.21 million yuan, with a gross margin of 29.82% and a net margin of 12.89% [7][10]. - The company has experienced a stable increase in gross margin due to declining raw material prices [7]. Industry Situation - The optical glass industry has high entry barriers and is characterized by significant market concentration, with major players holding substantial market shares [13]. - The demand for specialty glass is expanding across various sectors, including energy, healthcare, and aerospace, indicating a strong growth trajectory for the industry [13]. Competitive Advantages - The company has a strong focus on technological R&D, holding 64 valid patents, including 27 invention patents [14]. - It has established a comprehensive quality management system and has received multiple certifications, ensuring high product quality [15]. - The company has a responsive service system, allowing it to adapt quickly to market demands [15]. IPO Details - The IPO will involve a direct pricing method with an initial issuance of 20 million shares at a price of 10 yuan per share, representing 14.47% of the post-issue total share capital [10][11]. - The expected market capitalization post-issue is 1.383 billion yuan, with a PE ratio of 13.27, significantly lower than comparable companies [10][21].