证券代码：603120 证券简称：肯特催化 公告编号：2025-004 肯特催化材料股份有限公司 关于公司及子公司2025年度向银行申请综合授信额度 的公告 1、第四届董事会第五次会议决议。 1 特此公告。 肯特催化材料股份有限公司董事会 2025年4月29日 肯特催化材料股份有限公司（以下简称"公司"）于2025年4月27日召开第四 届董事会第五次会议、第四届监事会第三次会议，分别审议通过了《关于公司 及子公司2025年度向银行申请综合授信额度的议案》。本议案尚需提交公司股 东会审议。 根据公司2025年度实际生产经营需要，公司及子公司拟向银行申请总额不 超过人民币3亿元的综合授信（最终以合作银行实际审批的授信额度为准）。综合 授信品种包括但不限于：流动资金贷款、银行承兑汇票、贴现、信用证、应收账 款保理、银行保函、商业汇票贴现、票据池等业务，融资担保方式为信用、保证、 抵押及质押等。具体授信品种及额度分配、授信的期限、具体授信业务的利率、 费率等条件及和抵质押的其他条件以公司与授信银行协商确定。 二、相关期限及授权 在授权期限内，该授信额度可以循环使用。公司董事会提请股东大会授权 公司管理层在股东会批准的 ...

证券代码：603120 证券简称：肯特催化 公告编号：2025- 肯特催化材料股份有限公司 关于签订募集资金专户存储三方监管协议的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 一、募集资金基本情况 经中国证券监督管理委员会《关于同意肯特催化材料股份有限公司首次公开发 行股票注册的批复》（证监许可〔2025〕137号）核准，并经上海证券交易所同意， 肯特催化材料股份有限公司（以下简称"公司"）向社会公众首次公开发行人民币 普通股（A股）2,260万股，发行价格为15.00元/股，本次发行募集资金总额为人民币 339,000,000.00元，扣除各项发行费用人民币71,798,326.55元后，实际募集资金净额 为人民币267,201,673.45元。上述募集资金已于2025年4月11日全部到位，经立信会计 师事务所（特殊普通合伙）审验并出具了《验资报告》（信会师报字（2025）第 ZF10177号）。 二、《募集资金专户存储三方监管协议》的签订情况和募集资金专户的开立情况 根据《上市公司监管指引第2号——上市公司募集资金 ...

立信2024年业务收入（经审计）50.01亿元，其中审计业务收入35.16亿元， 证券业务收入17.65亿元。 2024年度立信为693家上市公司提供年报审计服务，审计收费8.54亿元，同 行业上市公司审计客户56家。 肯特催化材料股份有限公司 2024年度对会计师事务所履职情况的评估报告 肯特催化材料股份有限公司（以下简称"公司"）聘请立信会计师事务所（特殊 普通合伙）（以下简称"立信"）作为公司2024年度财务报告出具审计报告的会 计师事务所。 根据财政部、国务院国有资产监督管理委员会、中国证券监督管理委员会颁 布的《国有企业、上市公司选聘会计师事务所管理办法》，公司对立信在2024 年度审计工作过程的履职情况进行评估。具体情况如下： 一、基本信息 立信会计师事务所（特殊普通合伙）（以下简称"立信"）由我国会计泰斗 潘序伦博士于1927年在上海创建，1986年复办，2010年成为全国首家完成改制 的特殊普通合伙制会计师事务所，注册地址为上海市，首席合伙人为朱建弟先 生。立信是国际会计网络BDO的成员所，长期从事证券服务业务，新证券法实 施前具有证券、期货业务许可证，具有H股审计资格，并已向美国公众公司会计 ...

Core Viewpoint - The recent IPO of Kent Catalysts has resulted in significant losses for investors, with the stock price plummeting over 37% within four trading days after its debut, highlighting the volatility and risks associated with new stock offerings in the A-share market [1][5][12]. Company Performance - Kent Catalysts, which specializes in the research, production, and sales of quaternary ammonium compounds, saw its stock price drop from an initial high of 60 yuan to 38 yuan shortly after its listing on April 16 [1][3]. - The company had a strong debut, with an opening price of 54.90 yuan and a closing price of 48.90 yuan on the first day, reflecting a 226% increase from the issue price of 15 yuan [5]. - However, the stock experienced a downward trend, with a 5.44% drop on the second day, a 10.88% drop on the third day, and a 6.89% drop on the fourth day, leading to a cumulative decline of nearly 37% [5][12]. Financial Metrics - Kent Catalysts' projected revenues from 2021 to 2024 are 636 million yuan, 808 million yuan, 666 million yuan, and 616.8 million yuan, respectively, with net profits of approximately 86.34 million yuan, 110 million yuan, 85.21 million yuan, and 93.5 million yuan [9]. - The company was valued at a high price-to-earnings ratio of 32 times during its IPO, which is above the industry average of 25 times, raising concerns about its growth potential [7]. Shareholding Structure - The controlling shareholders of Kent Catalysts, Xiang Feiyong and Guo Yanping, hold a combined 70.06% of the company's shares, giving them significant influence over corporate decisions [10]. Market Sentiment - Investor sentiment has turned negative, with many expressing frustration over the stock's performance, indicating a broader trend of new stocks underperforming after their initial listings [12][14].

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights significant developments in the technology sector, particularly in semiconductor, automotive electronics, AI, and metaverse industries, indicating a dynamic investment landscape Summary by Sections 1. Weekly Capital Market Overview - During the period from April 12 to April 18, 2025, there were 14 financing events in the technology sector, all occurring domestically, with advanced manufacturing, AI, and VR/AR leading the financing activity with 9, 4, and 1 events respectively [9] - Notable IPOs included Hong Kong's Everbright Digital and China's Hong Kong-listed Kent Catalysts, raising significant capital for their respective operations [12][16] 2. Semiconductor Sector Dynamics - Intel is nearing the sale of 51% of its Altera chip division to Silver Lake for $8.75 billion, a significant reduction from its previous acquisition cost [35] - The U.S. has imposed new export restrictions on NVIDIA's H20 and AMD's MI308 AI chips to China, potentially impacting NVIDIA with a projected loss of $5.5 billion [38] - AMD announced its first 2nm chip, the core complex die (CCD), which is set to enhance its product offerings in the high-performance computing market [39] 3. Automotive Electronics Sector Dynamics - Onsemi has canceled its $6.9 billion acquisition of Allegro MicroSystems, which was aimed at strengthening its position in the automotive chip market [41] - Yika Technology successfully validated its single-chip "cabin driving parking integration" solution, demonstrating a cost reduction of at least 20% compared to traditional methods [42] - SAIC and Huawei launched a new brand "SAIC Shangjie," marking a significant collaboration in the smart vehicle sector [43] 4. AI Sector Dynamics - OpenAI and Google have made advancements in AI models, with OpenAI releasing o3/o4-mini and Google unveiling a dolphin language model [4] - The AI sector continues to see rapid growth, with significant investments and product launches from leading companies [4] 5. Metaverse Sector Dynamics - Huawei introduced new smart glasses, and partnerships in the metaverse space are expanding, indicating a growing interest in immersive technologies [5]

Market Overview - On April 16, the Shanghai Composite Index rose by 0.26%, while the Shenzhen Component Index fell by 0.85%, and the ChiNext Index decreased by 1.21% [1] - The total market turnover reached 1.14 trillion yuan, an increase of 30.6 billion yuan compared to the previous day, with over 4,300 stocks declining [1] - Sectors such as precious metals, consumer goods, port shipping, and logistics showed significant gains [1] Stock Performance - Notable stocks included Guofang Group, Lianyungang, and Beingmate, which exhibited rebound trends, with Taimushi achieving a five-day limit-up streak [3] - The top gainers included: - Wo Technology: +20.02% at 28.24 yuan - Chuangke Technology: +20.00% at 24.18 yuan - Danfeng Information: +20.00% at 15.48 yuan [4] - Lianyungang's stock price increased by 9.95% to 6.52 yuan, with a turnover of 1.9 billion yuan [14] Institutional Trading - The top net buying stocks by institutions included: - Beingmate: 119 million yuan - Lianyungang: 55.8 million yuan - Hengfeng Information: 55.3 million yuan [5] - The top net selling stocks were: - Weichai Heavy Machinery: 181 million yuan - Huqin Technology: 122 million yuan - Southern Precision: 98.7 million yuan [6] Company Highlights - Beingmate focuses on infant formula, nutritional rice flour, and other infant food products, with plans to expand into adult nutrition products [13] - Lianyungang is positioned as a key transportation hub under the Jiangsu Coastal Development Plan, enhancing its role in international logistics [18][19] - Hengfeng Information specializes in smart governance and AI solutions, with a focus on enhancing public service efficiency [24] Trading Trends - The stock market saw significant volatility, with some stocks experiencing sharp declines, such as Weichai Heavy Machinery, which fell by 10.00% [9] - The trading activity indicated a mixed sentiment among investors, with some stocks like Beingmate and Lianyungang attracting substantial interest while others faced selling pressure [30][32]

肯特催化成立于2009年07月，并于2015年12月整体变更为股份公司，总部位于浙江省台州市仙居县；本次发行前，项 飞勇、郭燕平夫妇直接及间接合计控制70.06%的股份，是公司的控股股东、实际控制人。 公司主要从事季铵（鏻）化合物产品的研发、生产和销售，拥有季铵盐、季铵碱、季鏻盐、冠醚等四大系列产品，致 力于为精细化工、分子筛、高分子材料、电池电解液、油田化学品等领域的客户提供优质的产品和服务。 分产品来看，2024年1-6月，来自季铵盐的收入占主营业务收入的比重为48.87%，季铵碱贡献的收入占比为28.37%， 季鏻盐的比重为14.2%。 公司主营业务收入按产品分类，来源：招股书 今天A股迎来一家新股上市！ 格隆汇获悉，肯特催化（603120.SH）于4月16日成功登陆上交所主板，开盘价为55元/股，开盘上涨266.67%；截至上 午收盘涨幅为283.4%，市值51.99亿元。 肯特催化本次发行价格为15元/股，对应发行市盈率为16.76倍，低于行业平均市盈率23.06倍。低于同行业可比上市公 司平均市盈率23.35倍；此次发行保荐人是国金证券股份有限公司。 公司本次公开发行2260万股，占发行后公司总股 ...

Core Viewpoint - Kent Catalysts (603120.SH) has initiated its subscription with an issue price of 15 CNY per share and a price-to-earnings ratio of 16.76 times, under the sponsorship of Guojin Securities [1] Company Overview - Kent Catalysts is a high-tech enterprise primarily engaged in the research, production, and sales of quaternary ammonium compounds, offering four main product series: quaternary ammonium salts, quaternary ammonium bases, quaternary ammonium salts, and crown ethers [1] - The company aims to provide quality products and services to clients in various sectors, including fine chemicals, molecular sieves, polymer materials, battery electrolytes, and oilfield chemicals [1] Financial Performance - The company's operating revenue for the years 2019, 2020, and 2021 was approximately 466 million CNY, 486 million CNY, and 636 million CNY, respectively [3] - Net profits for the same years were approximately 69.42 million CNY, 72.25 million CNY, and 86.34 million CNY [3] Balance Sheet Highlights - As of June 30, 2022, total assets amounted to approximately 99.55 billion CNY, with total liabilities of about 36.96 billion CNY and total equity of around 62.59 billion CNY [4] Revenue and Profit Analysis - For the first half of 2022, the company reported operating revenue of approximately 42.34 billion CNY, with a net profit of about 60.80 million CNY [5] - The comprehensive gross profit margins from 2019 to June 2022 were 36.49%, 29.57%, 27.71%, and 27.46%, indicating a noticeable decline [6]