来源：上海证券报·中国证券网 上证报中国证券网讯（记者 何漪）12月23日，诺比侃在港交所挂牌上市。截至9点57分，诺比侃大涨319%，报335.2港元/股。 | W | 诺比侃(2635) | | | | | --- | --- | --- | --- | --- | | | 12-23 09:57:37 | | | | | | 335.200 额 1.7亿 股本 3787万 市盈"" 111 | | | H | | | 255.200 319.00% 換 2.35% 市值 127亿 市净" 17.03 | | | | | 关于日本 | 王目 周Ｋ 月Ｋ | 車名 | | | | 叠加 | 均价:238.627 | 雷口 | | | | 700.000 | | 775.00% 卖10 337.000 10 | | | | | | 卖9 336.800 | | | | | | 卖8 336.600 | | | | | | 卖7 336.400 | | | | | | 卖6 336.200 | | | | 80.000 | | 0.000/ 25 336,000 | | | | | | 卖4 335.800 | ...

Core Viewpoint - Nobikang, a local AI company in Chengdu, officially listed on the Hong Kong Stock Exchange on December 23, with its opening price significantly rising by 300% compared to the issue price [1]. Group 1: Company Overview - Nobikang focuses on the industrial application of advanced technologies such as AI and digital twins in sectors like transportation, energy, and urban governance [2]. - The company provides integrated hardware and software solutions based on comprehensive AI industry models for monitoring, detection, and operation and maintenance purposes [2]. Group 2: Financial Performance - Nobikang has shown steady revenue growth in recent years, with revenues of 253 million yuan, 364 million yuan, and 400 million yuan from 2022 to 2024 [3]. - The gross profits during the same period were 140 million yuan, 211 million yuan, and 237 million yuan, indicating a consistent increase in profitability [3]. - The net profits for the years 2022, 2023, and 2024 were 63.16 million yuan, 88.57 million yuan, and 115 million yuan, with profit margins of 25.1%, 24.3%, and 28.6%, respectively, reflecting an improvement in profitability [3]. Group 3: Market Reaction and Fundraising - The market response to Nobikang's listing was enthusiastic, with a global offering of 3.7866 million shares, where 10% was allocated for Hong Kong and 90% for international sales, along with a 15% over-allotment option [3]. - The raised funds will primarily be used to enhance core competitiveness in the AI + transportation and energy sectors, advance the R&D of intelligent technologies for railway scenarios, expand market coverage, and supplement operational liquidity, laying the foundation for global expansion [3].

格隆汇12月23日｜港股新股诺比侃(2635.HK)今日首日上市，截至半日收盘，涨338.75%，市值达133亿 港元。据悉，今年以来港股新股首日涨幅纪录保持者是金叶国际集团(8549.HK)，涨幅为330%。若诺比 侃维持当前涨幅，将刷新年内港股新股首日表现纪录。 ...

12月23日消息，港股三大指数涨跌不一。截至午间收盘，恒生指数涨0.18%，报25848.99点，恒生科技 指数跌0.42%，国企指数涨0.11%。盘面上，科网股涨跌不一，京东、联想涨近1%，快手跌超3%，小 米、腾讯跌超1%；风电股涨幅居前，东方电气涨超5%；黄金股延续涨势，山东黄金涨超5%；锂电池板 块涨幅居前，赣锋锂业涨超4%；今日翰思艾泰、轻松健康、诺比侃上市 | 代码 | 名称 | | 最新价 涨跌幅 > | | | --- | --- | --- | --- | --- | | 01072 | 东方电气 | 0 | 25.260 5.34% | | | 00658 | 中国高速传动 | | 1.500 1.35% | | | 00579 | 京能清洁能源 | | 2.360 | 1.29% | | 00916 | 龙源电力 | | 6.770 1.20% | | | 02208 | 全风科技 | | 13.910 0.72% | | 黄金股延续涨势，山东黄金涨超5%。亚洲早盘，现货黄金涨超1%，最高至4490.88美元/盎司，续创历 史新高。摩根大通指出，关税不确定性，叠加ETF与各国央行的强劲需 ...

本文源自：财华网 序号代码名称涨跌额(%)最新价102635.HK诺比侃+287.75310.200202661.HK轻松健康 +116.0549.000300243.HKQPL INT'L+15.490.410401592.HK基石控股+14.710.195501102.HK环能国际 +13.950.049601233.HK时代中国控股+10.260.129700493.HK国美零售+7.690.014806698.HK星空华文 +7.341.170908401.HK源想集团+7.220.1041008462.HK中安控股集团+6.520.098 【财华社讯】12月23日早盘，截至发稿，港股涨幅榜前十名分别为诺比侃(02635.HK)涨幅287.75%、轻 松健康(02661.HK)涨幅116.05%、QPL INT'L(00243.HK)涨幅15.49%、基石控股(01592.HK)涨幅14.71%、 环能国际(01102.HK)涨幅13.95%、时代中国控股(01233.HK)涨幅10.26%、国美零售(00493.HK)涨幅 7.69%、星空华文(06698.HK)涨幅7.34%、源想集团(08401 ...

Core Viewpoint - The Hong Kong stock market shows a mixed performance with major indices initially rising but later experiencing fluctuations, highlighting a divergence in new stock performances and a preference for quality stocks [1][2]. Group 1: Market Performance - The Hang Seng Index opened up by 0.29% at 25,875.85 points, while the Hang Seng Tech Index increased by 0.14% to 5,534.54 points [2]. - Various sectors performed well, particularly gold and chip stocks, benefiting from favorable market conditions and industry optimism [2]. - The lithium battery sector was active, with Tianqi Lithium (HK09696) opening up over 2%, and automotive stocks like Geely Automobile (HK00175) also showing strong gains, reflecting a recovery in downstream demand for the new energy industry [2]. Group 2: Individual Stock Performance - Notable individual stock movements included Dipo Technology rising by 10.15%, while Kuaishou and Smoore International saw declines of over 3% [2]. - Major tech stocks displayed mixed results, with NetEase and Meituan increasing by 0.84% and 0.88%, respectively, while Tencent and Xiaomi experienced slight pullbacks [2]. Group 3: New Stock Listings - Two significant new stocks, Nobikang (HK02635) and Lighter Health (HK02661), debuted strongly, contrasting with recent trends of new stocks underperforming [2]. - Nobikang, focused on AI applications, opened at an impressive 299.75% increase from its issue price of 80 HKD, while Lighter Health rose over 120% from its issue price of 22.68 HKD [3]. - In contrast, another new stock, Hansi Aitai-B (HK03378), struggled, with its price dropping from an issue price of 32 HKD to a low of 23 HKD [6]. Group 4: IPO Market Insights - Analysts predict a recovery in the Hong Kong IPO market by 2025, noting that nearly 70% of new stocks reported gains on their debut, although the fourth quarter has seen an increase in the rate of stocks breaking below their issue price [6].

公开信息显示，诺比侃此次IPO定价80港元/股，每手50股。香港公开发售股份数目占全球发售股份数目10%，获认购188.74倍；国际发售股份数目占全球发 售股份90%，获认购2.08倍。 据悉，诺比侃专注于将先进人工智能技术、数字孪生技术应用于高复杂度的开放场景中，与运用场景深度融合并落地实用。提供具备高普适性的人工智能产 品和面向轨道交通运维、智慧能源、智慧城市、智慧环境等领域的行业解决方案。 上证报中国证券网讯（记者 何漪）12月23日，诺比侃在港交所挂牌上市。截至9点57分，诺比侃大涨319%，报335.2港元/股。 | < W | 诺比侃(2635) | | | | | --- | --- | --- | --- | --- | | | 12-23 09:57:37 | | | | | | 335.200 额 1.7亿 股本 3787万 市盈 " | | 111 | | | | 255.200.319.00% 换 2.35% 市值 127亿 市净" 17.03 | | | | | से में | 五日 周K 月K | EK | 电子 | | | 音加 | | | 均价:238.627 盘口 | | ...

Core Viewpoint - The 2024 Central Economic Work Conference emphasizes the "AI+" initiative, positioning AI as a core driver for new productive forces, with a focus on its commercialization across various industries, particularly in infrastructure and hard technology [1] Group 1: Company Overview - Nobikang, a benchmark enterprise in AI-enabled infrastructure, officially listed on the Hong Kong Stock Exchange, attracting significant market attention [1] - Nobikang's market capitalization is approximately HKD 12.19 billion based on the opening price of HKD 319.8, with an initial investment return multiple for its core investor, Bojiang Capital, of about 47.8 times [1] Group 2: Competitive Positioning - Nobikang focuses on three major hard infrastructure scenarios: transportation, energy, and urban governance, ranking second in China's "AI+ power detection and monitoring systems" and third in "rail transit AI+ detection and monitoring solutions" [2] - The company's self-developed NBK-INTARI AI platform boasts a defect identification accuracy exceeding 90% and a technology reuse rate of over 70%, applicable across various fields [2] - Nobikang's revenue is projected to grow from CNY 253 million in 2022 to CNY 403 million in 2024, reflecting a compound annual growth rate of 26.2%, with a peak gross margin near 59% and a net margin approaching 29% [2] Group 3: Investment and Governance - Bojiang Capital has been a key driver of Nobikang's growth, participating in multiple funding rounds since its A round in 2019, with a pre-IPO valuation of Nobikang reaching CNY 2.13 billion [3] - Bojiang holds a 16% stake in Nobikang, with a potential return exceeding five times based on the initial investment valuation [3] - The firm not only provides financial support but also connects Nobikang with research resources and industry channels, facilitating its transition from "technology validation" to "capitalized operation" [3] Group 4: Investment Philosophy - Bojiang Capital adheres to a value investment methodology, focusing on discovering intrinsic value and supporting long-term growth rather than engaging in short-term speculation [4] - The investment criteria emphasize sustainable business models, unique technological barriers, and products that address real needs, ensuring a focus on long-term value creation [4][5] - The investment strategy incorporates a dual screening process based on unique competitive advantages and market potential, ensuring a sustainable value proposition [4][5] Group 5: Post-Investment Support - Bojiang Capital's competitive edge lies in its ability to provide comprehensive post-investment support, integrating financial and industry insights to enhance Nobikang's growth [6] - The firm has facilitated strategic partnerships and resource integration, enabling Nobikang to expand its business from rail transit to AI+ energy storage operations, which is expected to account for 43.3% of revenue by 2024 [6] - Bojiang also played a crucial role in preparing Nobikang for its IPO, coordinating with intermediaries to streamline the equity structure and compliance processes [6] Group 6: Case Studies - Nobikang's growth trajectory exemplifies Bojiang's investment philosophy of "value anchoring and long-term companionship," showcasing the replicability of this investment model in the tech sector [8] - Other successful cases include the investment in XGIMI Technology, which transitioned from a niche player to a global leader, and Fumi Technology, which expanded its financial technology services internationally [8] Group 7: Conclusion - In the context of accelerating AI technology adoption, Bojiang Capital's approach emphasizes value-centric investment, avoiding short-term speculation, and focusing on long-term growth potential [9] - Nobikang's successful IPO serves as a validation of this investment logic, providing a model for venture capital and private equity firms to achieve both commercial returns and social value [9]

本文源自：金融界AI电报 港股新股诺比侃(02635.HK)涨超310%。 ...

Core Viewpoint - Nobikang (02635) has successfully listed its shares at a price of HKD 80 each, raising approximately HKD 257 million, with a significant initial trading surge of 299.75% to HKD 319.8 [1] Company Overview - Nobikang Technology was established in 2015 and focuses on advanced technologies such as artificial intelligence and digital twins, providing integrated hardware and software solutions in sectors like AI+ transportation, AI+ energy, and AI+ urban governance [1] - The company's self-developed NBK-INTARI AI platform enables intelligent monitoring, detection, and operation for clients in the transportation, energy, and urban governance sectors [1] Market Position - According to Zhi Shi Consulting, Nobikang is the second-largest provider of AI+ power detection and monitoring systems in China, holding a market share of approximately 5.9% in the rail transportation sector for 2024 [1] - The AI+ power detection and monitoring solutions market accounts for about 2.2% of the overall AI+ rail transportation solutions industry in China based on revenue for 2024 [1] - In the Chinese rail transportation industry, Nobikang ranks third among companies providing AI+ detection and monitoring solutions, with a market share of approximately 1.8% [1]