Core Points - Jiangsu Youli Intelligent Equipment Co., Ltd. successfully listed on the Beijing Stock Exchange on August 8, with the stock price increasing over 240% [1] - The company focuses on the research, production, and sales of core components for photovoltaic brackets, positioning itself as a national-level specialized and innovative "little giant" enterprise [2][3] Company Overview - Youli Intelligent was established in 2017 in the Fenhu High-tech Zone of Wujiang District, Suzhou, and specializes in photovoltaic bracket components [2] - Main products include the main support torque tube (TTU), bearing assembly (BHA), installation structure components (URA), and purlins (RAIL), which are essential for forming the "skeleton" of photovoltaic power plants [2] Fundraising and Future Plans - The company plans to issue up to 11.203 million shares at a price of 23.99 yuan per share, raising approximately 268.76 million yuan [3] - The raised funds will be allocated to the construction of a core component production base, a research and development center, smart transformation and expansion projects, and to supplement working capital [3] - The chairman emphasized the company's growth as a reflection of the support from the government and regulatory bodies for private enterprises and advanced manufacturing [3]

证券时报·数据宝统计显示，公司主营业务为光伏支架核心零部件的研发、生产和销售。 2022年、2023年、2024年公司净利润分别为4219.48万元、7817.27万元、9004.78万元。 公司本次公开发行数量为1120.30万股，发行价格为23.99元，发行市盈率11.29倍，网上发行量为896.24 万股。根据超额配售选择权机制，华泰联合证券已向网上投资者超额配售168.05万股，占初始发行股份 数量的15.00%，同时网上发行数量扩大至1064.29万股。本次发行战略配售股份合计224.06万股，占初 始发行规模的20.00%。 本次网上发行有效申购数量2561609.58万股，有效申购倍数为2406.88倍，有效 申购户数为56.41万户，网上获配比例为0.04%。（数据宝） 北交所新股N酉立（920007）今日上市，开盘上涨308.50%，截至上午收盘涨幅回落至262.15%，半日成 交量591.47万股，成交额5.38亿元，换手率55.57%。 （文章来源：证券时报网） ...

Core Viewpoint - Youli Intelligent (酉立智能) has successfully listed on the Beijing Stock Exchange with an issue price of 23.99 CNY per share, reflecting a diluted price-to-earnings ratio of 11.29 times for 2024, significantly lower than the industry average of 28.52 times and the comparable companies' average of 38.57 times [1] Company Overview - Youli Intelligent focuses on the research, production, and sales of core components for photovoltaic (PV) brackets, with its registered location in Suzhou, Jiangsu Province [1] - The company is controlled by Li Tao, Li Kailin, and Zhu Hong, who collectively hold 81.49% of the voting rights [1] Industry Context - The global photovoltaic industry is experiencing rapid growth driven by the "dual carbon" goals, with a reported 69.6% year-on-year increase in global PV installations in 2023, reaching 390 GW, of which China accounted for 216.88 GW [1] - The global shipment of tracking brackets is expected to exceed 264 GW by 2027, according to Wood Mackenzie [1] Financial Performance - Revenue for Youli Intelligent during the reporting period was approximately 433 million CNY, 658 million CNY, and 729 million CNY for 2022, 2023, and 2024 respectively, with net profits of approximately 42.19 million CNY, 78.17 million CNY, and 90.05 million CNY [4] - The gross profit margin has shown slight fluctuations, recorded at 18.96%, 18.49%, and 18.42% over the same period, influenced by raw material prices and exchange rate fluctuations [4] Product Sales Breakdown - In 2024, the revenue from stamping products accounted for 59.47%, while pipe products contributed 40.53% [2] - The main products include torque tubes (TTU), bearing components (BHA), installation structures (URA), and purlins (RAIL), which are widely used in domestic and international PV projects [1] Customer Concentration - The top five customers accounted for 94.90%, 94.91%, and 96.44% of total revenue during the reporting period, with NEXTracker being the largest customer [9] - The high customer concentration is influenced by market conditions, with NEXTracker being a leading supplier in the PV tracking bracket market for nine consecutive years [9] IPO and Fundraising - The company aims to raise approximately 270 million CNY through its IPO, primarily for the construction of a production base for PV bracket components, R&D center establishment, and working capital supplementation [10][11]

Core Points - N Youli (920007) was listed on the Beijing Stock Exchange today, opening at 98.00 yuan, representing a 308.50% increase from its issue price [2] - The company specializes in the research, production, and sales of core components for photovoltaic brackets [2] - The company's public offering consisted of 11.203 million shares at an issue price of 23.99 yuan, with an initial price-to-earnings ratio of 11.29 times [2] - The effective subscription amount for the online offering was 25,616,095.8 million shares, resulting in a subscription multiple of 2406.88 times and an allocation ratio of 0.04% [2] Financial Performance - The company's net profits for the years 2022 to 2024 are projected to be 42.1948 million yuan, 78.1727 million yuan, and 90.0478 million yuan, respectively [3]

Group 1 - The company N Youli debuted on the stock market with a significant opening increase of 308.5% on its first trading day [4] - N Youli has been focusing on the photovoltaic bracket sector since its establishment, emphasizing the research, production, and sales of core components for photovoltaic brackets [4] - The main products of the company include the main support torque tube (TTU), bearing assembly (BHA), installation structural components (URA), and purlins (RAIL) [4]

Group 1 - The article discusses the listing of two new stocks on August 8, with details on their pricing, market capitalization, and business highlights [1] - Tianfulong, listed on the Shanghai Stock Exchange, has an issuance price of 23.60 yuan, a total market value of 8.496 billion yuan, and an issuance price-to-earnings ratio of 20.93 [2] - Tianfulong specializes in the recycled polyester short fiber sector, focusing on creating a closed-loop industrial chain for "recycling-reuse-high-value application" [2] - Youshi Intelligent, listed on the Beijing Stock Exchange, has an issuance price of 23.99 yuan, a total market value of 899.9 million yuan, and an issuance price-to-earnings ratio of 11.29 [2] - Youshi Intelligent is focused on the photovoltaic bracket sector, particularly on core components such as the torque tube (TTU) and bearing components (BH) [2] - The company has established a strong reputation in both domestic and international photovoltaic bracket industries [2]

Group 1: Tianfulong (603406.SH) - Tianfulong primarily engages in the research, production, and sales of differentiated polyester staple fibers, expanding its product layout from recycled colored polyester staple fibers to differentiated composite fibers and polyester new materials [1][7] - The company has a market capitalization of 9.44 billion yuan and an issuance price of 23.6 yuan per share, with an institutional offering price of 25.71 yuan per share [4] - Tianfulong ranks ninth in the production of virgin polyester staple fibers and second in recycled polyester staple fibers in China, with its sales of colored polyester staple fibers for automotive interiors and low-melting-point staple fibers ranking first in the domestic market from 2021 to 2023 [7] - The company plans to invest 73.42% of its raised funds into a high-elasticity low-melting-point fiber project, which aims to produce 170,000 tons of low-melting-point polyester fibers annually [6] Group 2: Youli Intelligent (920007.BJ) - Youli Intelligent focuses on the research, production, and sales of core components for photovoltaic brackets, having established itself in the photovoltaic support field since its inception [1][10] - The company plans to allocate 56.07% of its raised funds to the construction of a production base for core components of photovoltaic brackets [10] - Youli Intelligent has received the "High-tech Enterprise" title in 2023 and holds 61 authorized patents, demonstrating its commitment to innovation and quality [10][11] - The company is a key supplier of components to Nextracker, a leading global tracking bracket company, and has established strong partnerships with other notable photovoltaic enterprises [11]

犀牛之星APP显示，酉立智能是一家专业从事光伏支架核心零部件的研发、生产和销售的高新技术企业。 犀牛之星讯，7月31日消息，酉立智能（920007）北交所IPO发行结果出炉，56.41万户投资者打新，有效申购数量256.16亿股，冻结资 金约6145.3亿元，申购倍数2406.88倍，获配比例为0.04%。 在已完成缴款的战略配售环节，酉立智能引入江苏金财投资有限公司 、华泰创新投资有限公司、苏州汾源资本管理有限公司 、万柏私 募基金管理有限公司（万柏多策略1号私募证券投资基金） 、北京恒德时代私募基金管理有限公司（恒德金泽E36号私募证券投资基 金）等13家战投。 本次发行战略配售股份合计224.06万股，占本次发行规模的20.00%（不含超额配售部分股票数量），发行价格为23.99元/股，战略配售 募集资金金额合计5375.20万元。 | 序号 | 战略投资者的名称 | 实际获配 | 延期交付 非延期交付 限售期 | 安排 | | --- | --- | --- | --- | --- | | | | 股数 | 股数 股数 | | | | | (股) | (殷) (股) | (月) | | | 江苏金财投 ...