Core Viewpoint - Zhengli New Energy successfully listed on the Hong Kong Stock Exchange, achieving a market capitalization of HKD 22.326 billion as of April 15, 2023, focusing on the production and sales of batteries for electric vehicles [1] Company Overview - Zhengli New Energy specializes in providing integrated solutions for battery cells, modules, battery packs, battery clusters, and battery management systems, aiming to expand the application of electrochemical products across land, sea, and air [1] - The company was founded in 2019 and has established significant relationships with major clients such as FAW Hongqi, GAC Trumpchi, Leap Motor, and SAIC-GM-Wuling [4] Market Position - Zhengli New Energy ranks 9th in the Chinese power battery market by installed capacity as of the first eight months of 2024, with 8th place in the lithium iron phosphate battery market and 9th in the ternary battery market [6] - The demand for lithium iron phosphate batteries has been increasing, with the total installed capacity share in China rising from 38.0% in 2020 to an expected 74.4% in 2024, and projected to reach 85.8% by 2029 [6] Financial Performance - The company reported revenues of approximately CNY 1.499 billion, CNY 3.29 billion, CNY 4.162 billion, and CNY 5.13 billion for the years 2021 to 2024, respectively, with corresponding net profits of approximately -CNY 402 million, -CNY 1.72 billion, -CNY 590 million, and CNY 91.014 million [5] Pricing Trends - The average selling price of Zhengli New Energy's power battery products decreased from CNY 0.86/Wh in 2022 to CNY 0.57/Wh in 2023, and is expected to drop to CNY 0.41/Wh in 2024, primarily due to declining raw material costs and market competition [4] Future Plans - The company plans to use approximately HKD 1.005 billion raised from its IPO for capacity expansion, smart manufacturing facilities, and flexible production lines, aiming to increase its total design capacity from 25.5 GWh by the end of 2024 to 50.5 GWh by 2026 [4]

今年以来，受A股IPO收紧以及大型企业全球化战略等因素影响，港股上市热潮不断，锂电行业也不例外。 具体来看， 2024 年，正力新能动力电池装机量为 9.9GWh ，占中国动力电池市场份额为 1.8% ，排名第九。 从增速上来看， 2022年至2023年间，其装机量同比增速在动力电池市场装机量前十的企业中排名第2名，在磷酸铁锂动力电池市场装机量前 十的企业中位列榜首。 客户方面，正力新能的动力电池客户包括大型央国企、造车新势力及跨国领先整车汽车，公司在一汽红旗、广汽传祺、零跑汽车、上汽通用五 菱、上汽通用等全球多个龙头企业核心车型的电池产品供应份额持续提升。 截至 2024 年 12 月 31 日，公司对零跑汽车核心 BEV 车型的销售渗透率及对上汽通用核心 PHEV 产品 GL8 陆尊 PHEV 渗透率达 50% 以上，为 GL8 陆尊 PHEV 的主要供应商。 正力新能通过不断开拓主流车企客户，也 为业绩增长打开向上通道。公司于2024年实现扭亏， 实现净利润达9101.4万元， 结束了此前连续 三年的亏损。 正力新能预计本次募资净额为9.28亿港元，将重点用于产能扩张、智能制造设施建设及核心技术研发。 ...

Group 1: Company Overview - Ying'en Biopharmaceuticals - Ying'en Biopharmaceuticals (stock code: 09606.HK) officially listed on the Hong Kong Stock Exchange on April 15, raising approximately HKD 1.513 billion through the global offering of 9.7965 million shares, marking a new high for 18A biotech listings since 2022 [1] - The company is a clinical-stage innovative biopharmaceutical firm focused on developing next-generation antibody-drug conjugates (ADCs) for cancer and autoimmune disease patients [1] - Ying'en has established multiple globally patented ADC technology platforms and has a rich clinical ADC development pipeline, conducting multiple global multi-center clinical trials in over 17 countries with more than 2,000 patients enrolled [1] Group 2: Company Strategy and Market Position - Ying'en Biopharmaceuticals - The funds raised from the listing will primarily be used for capacity expansion, research and development activities, and working capital, enabling the company to accelerate product commercialization and enhance innovation capabilities [1] - Ying'en aims to leverage its technological, product, and market advantages to become a leader in driving industry transformation and creating more value for global patients in the booming ADC drug market [1] Group 3: Company Overview - Zhengli New Energy Battery Technology - Zhengli New Energy Battery Technology (stock code: 03677.HK) officially listed on the Hong Kong Stock Exchange on April 14, raising HKD 1.005 billion through its initial public offering [2] - Founded in 2019, the company focuses on the research, production, and sales of power battery products, energy storage batteries, and aviation batteries, providing integrated solutions including cells, modules, battery packs, battery clusters, and battery management systems [2] - Zhengli New Energy has provided high-quality power battery products for global mobility customers across various scenarios, with a cumulative installation scale of nearly 4 million units, making it one of the youngest companies in the top ten of domestic power battery installations [2]

Core Viewpoint - Zhengli New Energy officially listed on the Hong Kong Stock Exchange on April 14, 2023, marking it as a significant player in the power battery industry and a unicorn from Changshu, Jiangsu Province [1][4]. Company Overview - Zhengli New Energy was founded in 2019 and operates in various sectors including power batteries, energy storage batteries, marine batteries, and aviation batteries [6]. - The company is led by Chairman Cao Fang, who has extensive experience from her nearly 40 years at Fuyao Glass, and General Manager Chen Jicheng, who also has a background in Fuyao Glass [1]. Financial Performance - Zhengli New Energy reported revenues of approximately 1.499 billion yuan, 3.290 billion yuan, 4.162 billion yuan, and 5.130 billion yuan for the years 2021, 2022, 2023, and 2024 respectively, with net profits of -402 million yuan, -1.720 billion yuan, -590 million yuan, and 91.014 million yuan [7]. - The company achieved profitability in 2024 after experiencing losses from 2021 to 2023 due to significant investments in technology research and product development [7]. Market Position - Zhengli New Energy holds a market share of only 1.8% among Chinese power battery manufacturers, with the top ten manufacturers accounting for 95.3% of the total installed capacity in 2024 [8]. - The company aims to increase its market share by leveraging technological advancements and expanding its customer base, despite the competitive landscape [8]. Future Plans - The company plans to expand into international markets, primarily through partnerships with domestic manufacturers to export battery products [5]. - Zhengli New Energy is cautious about establishing overseas manufacturing facilities, indicating that such decisions will be driven by market demand and order volume [5].

Group 1: Trade and Economic Data - In the first quarter, China's exports of flat panel display modules, auto parts, and lithium batteries to ASEAN countries increased by over 20% [1] - Manufacturing products accounted for 90.1% of trade between China and ASEAN [1] - China continues to import components for automatic data processing equipment, printed circuits, and textile raw materials from ASEAN [1] Group 2: Automotive Industry Trends - In March, the Chinese passenger car market saw new energy vehicles become the core growth driver, while the fuel vehicle market showed weak performance [2] - The automotive market in March exhibited a trend of strong performance for some brands while weaker for others [2] Group 3: Corporate Developments - Jiangsu Zhengli New Energy Battery Technology Co., Ltd. was listed on the Hong Kong Stock Exchange, raising approximately HKD 1.005 billion [5] - NIO delivered its 100,000th production vehicle in Shanghai, with total deliveries in Jiangsu, Zhejiang, and Shanghai exceeding 300,000, accounting for nearly half of NIO's total sales nationwide [10] Group 4: Strategic Collaborations - CATL announced a strategic cooperation agreement with Ant Group and Hello, focusing on green smart travel, including smart driving and new energy battery services [8] Group 5: Infrastructure and Innovation - China Petroleum announced the official operation of the country's first cross-regional hydrogen heavy truck corridor, spanning approximately 1,150 kilometers with four hydrogen refueling stations [9]

今年以来，受A股IPO收紧以及大型企业全球化战略等因素影响，港股上市热潮不断，锂电行业也不例外。4月14日，中国锂离子电池制造商正力新能 （03677.HK）H股敲钟上市，公司当日股价收涨1.45%，总市值210.5亿港元。值得一提的是，正力新能创始人曹芳系福耀集团董事长曹德旺胞妹。伴随曹芳 带领正力新能成功登陆港股市场，曹德旺家族的资本版图也得以扩容。另外，在正力新能上市背后，还有多家锂电企业正在排队IPO，寻求登陆港股市场。 针对相关问题，北京商报记者向正力新能方面发去采访函进行采访，但截至记者发稿，未收到公司回复。 正力新能收涨1.45% 4月14日，正力新能上市首日股价高开2.3%，开盘后全天保持震荡态势，公司最终收涨1.45%，收于8.39港元/股，总市值达210.5亿港元。 资料显示，正力新能成立于2019年2月26日，是中国的锂离子电池制造商，主要专注于动力电池产品、储能电池产品及航空电池产品的研发、生产及销售。 业绩表现方面，公司净利在2021—2023年接连亏损，但于2024年实现扭亏。 具体来看，2021—2024年，正力新能实现营业收入分别约为14.99亿元、32.9亿元、41.62亿元 ...

中国经济网北京4月14日讯 江苏正力新能电池技术股份有限公司（简称：正力新能，03677.HK）今日在港交所上市，开盘 报8.46港元，涨幅2.3%。截至收盘，该股报8.39港元，涨幅1.45%。 配发结果公告显示，正力新能发售股份数目121,523,700股，其中，香港公开发售的发售股份数目12,152,400股，国际发售的 发售股份数目109,371,300股。 | 發售股份及股本 | | | --- | --- | | 發售股份數目 | 121,523,700 | | 香港公開發售的發售股份數目 | 12,152,400 | | 國際發售的發售股份數目 | 109,371,300 | | 於上市時的已發行的股份數目 | 2,508,500,103 | 正力新能的联席保荐人、联席代表、整体协调人、联席全球协调人、联席账簿管理人及联席牵头经办人为中金公司和招银 国际，整体协调人、联席全球协调人、联席账簿管理人及联席牵头经办人为建银国际和兴证国际，联席全球协调人、联席 账簿管理人及联席牵头经办人为华福国际、工银国际、光银国际，联席账簿管理人及联席牵头经办人为中银国际、农银国 际、百惠金控，联席牵头经办人为富途 ...

智通财经4月14日电，利弗莫尔证券显示，正力新能港股上市首日高开2.3%。 ...

Group 1: New Listings and Filings - Five companies submitted applications for listing on the Hong Kong Stock Exchange from April 7 to April 13, 2023 [2] - Hantian Technology (Xiamen) Co., Ltd. is a global leader in the silicon carbide (SiC) epitaxy industry, with a projected market share exceeding 30% in 2024 [2] - IFBH Limited, a rapidly growing beverage and food company based in Thailand, has a market share of approximately 34% in the coconut water market in mainland China for 2024 [3] - Jihong Co., Ltd. focuses on cross-border social e-commerce and packaging solutions, ranking second in the B2C export e-commerce sector in China with a market share of 1.3% [3] - Jiangxi Biological Products Research Institute is the largest provider of human tetanus antitoxin in China, with a market share of 65.8% in 2024 [4] Group 2: Financial Performance - Hantian Technology's projected revenues for 2022, 2023, and 2024 are approximately RMB 441 million, RMB 1.143 billion, and RMB 974 million, respectively [2] - IFBH Limited's revenues for 2023 and 2024 are expected to be approximately RMB 87.44 million and about USD 158 million, with net profits of RMB 16.75 million and USD 33.32 million [3] - Jihong Co., Ltd. anticipates revenues of approximately RMB 5.376 billion, RMB 6.695 billion, and RMB 5.529 billion for 2022, 2023, and 2024, respectively [3] - Jiangxi Biological's projected revenues for 2022, 2023, and 2024 are approximately RMB 142 million, RMB 198 million, and RMB 221 million, respectively [4] - Ming Kee Hospital Group, the largest private hospital group in East China, expects revenues of approximately RMB 2.336 billion, RMB 2.688 billion, and RMB 2.659 billion for 2022, 2023, and 2024 [5] Group 3: Upcoming IPOs - Zhengli New Energy plans to offer 121.5 million H-shares at an IPO price of HKD 8.27, with net proceeds of HKD 928 million [5] - Ying'en Biotechnology-B is set to offer 15.0716 million shares with a price range of HKD 94.6 to HKD 103.2, expected to start trading on April 15, 2025 [6]

今年的政府工作报告提出，要"培育壮大新兴产业、未来产业。""大力发展智能网联新能源汽车、人工智能手机和电脑、智能机器人等新一代智能终端以及 智能制造装备。" 4月3日，正力新能在港交所公告，拟发售约1.22亿股，其中香港发售1215.24万股，国际发售1.09亿股，另有15%超额配股权，发售价每股8.27港元，招募日 期4月3日至4月9日，并计划于4月14日正式上市。 正力新能成立于2019年，主要专注于动力电池产品、储能电池产品及航空电池产品的研发、生产及销售。该公司提供电芯、模组、电池包、电池簇、电池管 理系统的一体化方案，致力于拓展电化学产品在陆海空互联(LISA)下的大规模应用。 据了解，正力新能目前已开发多款三元、磷酸铁锂电池产品，拥有一汽红旗、广汽传祺、零跑汽车、上汽通用五菱、上汽通用、广汽丰田等多家主要客户。 在中期来看，企业正在不断优化磷酸锰铁锂、钠离子电池、半固态产品技术。同时，企业也十分注重未来发展，积极布局全固态电池技术。今年1月27日， 正力新能在港交所递交招股书，两个月后通过港交所上市聆讯并开启招股，在资本市场迈出了重要一步。 坚守初心与深度耕耘 作为一家拥有汽车零部件背景的动力电池 ...