关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 3月11日，永杰新材料股份有限公司（永杰新材，603271.SH）在上交所主板上市。 上市首日，永杰新材以47.30元高开，涨幅达129.61%，随后出现大幅拉升，盘中最高涨幅达184.76%。 截至 收盘，永杰新材报46.23元，涨幅124.42%，总市值90.94亿元。 本次永杰新材公开发行股份的数量为4920.00万股，占本次公开发行后总股本的25.01%， 发行价为20.60元/ 股。 永杰新材专业从事铝板带箔的研发、生产与销售， 产品主要包括铝板带和铝箔两大类，主要应用于锂电 池、车辆轻量化、新型建材和电子电器等下游产品或领域。 其中，铝板带主要被应用于动力锂电池的结构 件（含电芯外壳、盖板、防爆片、软连接、极耳、PACK箱体等）；铝箔主要被应用于锂电池的正极集流体 用铝箔，和软包锂电池的封装材料——铝塑复合膜用铝箔。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ 鑫椤服务： 鑫椤资讯 成立于2010年，主要服务于炭素、锂电、电炉钢 ...

Investment Rating - The investment rating for the company is not explicitly stated in the provided documents, but it is implied that the company is positioned favorably within its industry due to its leading market position and growth prospects [25]. Core Viewpoints - The company, Yongjie New Materials (603271.SH), specializes in the research, production, and sales of aluminum plates and foils, primarily serving the lithium battery, automotive lightweighting, and electronic sectors [6][12]. - The company has shown a revenue trajectory with projected revenues of 7.15 billion CNY in 2022, 6.50 billion CNY in 2023, and an expected increase to 8.11 billion CNY in 2024, reflecting a year-over-year growth of 24.71% [7][21]. - The company is recognized as a leading manufacturer of aluminum plates and foils for lithium batteries, benefiting from the increasing demand in the lithium battery sector [17][18]. Summary by Sections Financial Performance - In the years 2022 to 2024, the company achieved revenues of 71.50 billion CNY, 65.04 billion CNY, and 81.11 billion CNY, with year-over-year growth rates of 13.44%, -9.04%, and 24.71% respectively [7][21]. - The net profit attributable to the parent company for the same years was 3.54 billion CNY, 2.38 billion CNY, and 3.19 billion CNY, with corresponding growth rates of 47.80%, -32.73%, and 34.28% [7][21]. Industry Overview - The aluminum plate and foil industry is experiencing rapid growth, driven by increasing demand in sectors such as transportation, construction, and energy storage, particularly for lithium batteries [13][14]. - The total production of aluminum plates and foils in China has increased from 7.25 million tons in 2010 to 18.60 million tons in 2023, with a compound annual growth rate of approximately 7.5% [13][14]. Company Highlights - Yongjie New Materials is a top player in the domestic market for aluminum plates and foils used in lithium batteries, having established strong partnerships with major battery manufacturers like CATL and BYD [16][17]. - The company is also expanding into high-end materials such as anodized materials and liquid cooling management materials, which are gaining traction in the market [18]. Peer Comparison - Compared to its peers, Yongjie New Materials has lower revenue and profit margins. The average revenue for comparable companies in 2023 was 15.42 billion CNY, with an average PE-TTM of 24.60X and a sales gross margin of 11.96% [21][22].

Investment Rating - The investment rating for the company is positioned in the lower-middle level of the AHP model, with a score of 1.72 (23.1% percentile) when excluding liquidity premium factors, and a score of 1.91 (35.8% percentile) when including liquidity premium factors [10][11]. Core Insights - The company is a leading domestic supplier of aluminum materials for lithium batteries, holding the top market share in the segment of aluminum alloy materials for lithium-ion battery structural components [12][19]. - The company has established partnerships with well-known manufacturers such as CATL, BYD, and Zhongxin Innovation, contributing to its strong position in the lithium battery sector, which has become its primary revenue source since 2022, accounting for over 40% of total revenue [12][19]. - The company is also focusing on high-end material import substitution in the electronics sector and steadily advancing in the new building materials field, with significant growth in sales in these areas [17][19]. Summary by Sections AHP Score and Expected Allocation Ratio - The AHP score for the company is 1.72, placing it in the 23.1% percentile without liquidity premium and 1.91 in the 35.8% percentile with liquidity premium [10][11]. Company Highlights and Features - The company is recognized as the top domestic supplier in the lithium battery aluminum material sector, with a significant increase in sales volume from 5.24 million tons in 2021 to 12.36 million tons in 2022, and 10.59 million tons in 2023 [12][19]. - The company has achieved a 38.44% year-on-year growth in the electronics sector in the first half of 2024, indicating strong market demand and customer recognition [17][19]. Comparable Company Financial Metrics - The company's revenue and net profit growth rates from 2021 to 2023 were 1.58% and -0.29%, respectively, which are lower than the average of comparable companies [24][29]. - The company's gross margin and R&D expenditure as a percentage of revenue are also below the average of comparable companies [29]. Fundraising Projects and Development Vision - The company plans to use the funds raised from the IPO for projects that will increase its overall production capacity by 18.03%, reaching a total capacity of 360,000 tons [33][34].

股票简称：永杰新材 股票代码：603271 永杰新材料股份有限公司 Yong Jie New Material Co.,Ltd. （住所：浙江省杭州市钱塘区江东二路 1288 号） 首次公开发行股票主板上市公告书 保荐人（主承销商） （北京市西城区金融大街 5 号新盛大厦 B 座 12、15 层） 二〇二五年三月十日 永杰新材料股份有限公司 上市公告书 特别提示 永杰新材料股份有限公司（以下简称"永杰新材"、"发行人"、"本公司" 或"公司"）股票将于 2025 年 3 月 11 日在上海证券交易所主板上市。 本公司提醒投资者应充分了解股票市场风险及本公司披露的风险因素，在新 股上市初期切忌盲目跟风"炒新"，应当审慎决策、理性投资。 1 永杰新材料股份有限公司 上市公告书 第一节 重要声明与提示 一、重要声明 本公司及全体董事、监事、高级管理人员保证上市公告书所披露信息的真实、 准确、完整，承诺上市公告书不存在虚假记载、误导性陈述或者重大遗漏，并依 法承担法律责任。 上海证券交易所、有关政府机关对本公司股票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 ...

首次公开发行股票主板上市 公告书提示性公告 保荐人（主承销商）：东兴证券股份有限公司 扫描二维码查阅公告全文 本公司及全体董事、监事、高级管理人员保证信息披露的内容真实、准确、 完整、及时，没有虚假记载、误导性陈述或重大遗漏。 永杰新材料股份有限公司 经上海证券交易所审核同意，永杰新材料股份有限公司（以下简称"本公司"） 发行的人民币普通股股票将于 2025 年 3 月 11 日在上海证券交易所主板上市，上 市公告书全文和首次公开发行股票的招股说明书全文披露于上海证券交易所网 站（http://www.sse.com.cn/）和符合中国证监会规定条件网站（中证网，网址： www.cs.com.cn；中国证券网，网址：www.cnstock.com；证券时报网，网址： www.stcn.com；证券日报网，网址：www.zqrb.cn；经济参考 网，网址： http://www.jjckb.cn；中国日报网，网址：http://cn.chinadaily.com.cn；中国金融新 闻网，网址：https://www.financialnews.com.cn），供投资者查阅。 一、上市概况 （五）首次公开发行股份 ...

公司章程 MATE 永杰新材料取份有限公司 (草 案) 二0二三年二月 | 目录 | | --- | | 第一章 总 则 | | 第二章 公司经营宗旨和范围 | | 第三章 公司股份 … | | 第一节 股份发行 . | | 第二节 股份增减和回购 | | 第三节 股份转让 . | | 第四章 股东和股东大会 | | 第一节 股东 … | | 第二节 股东大会的一般规定 | | 第三节 股东大会的召集 | | 第四节 股东大会的提案和通知 . | | 第五节 股东大会的召开 | | 第六节 股东大会的表决和决议 . | | 第五章 董事会 | | 第一节 董事 . | | 第二节 董 事 会 ………………………………………………………………………………… 22 | | 第六章 总经理及其他高级管理人员 . | | 第七章 监 事 会 …………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………… 28 | | 第一节 业 事 | | 第二节 蓝 事 会 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 2025年2月28日， 永杰新材料股份有限公司 （下称"永杰新材"，SH:603271）开启申购， 在上海证券交易所主 板上市。 据了解，永杰新材计划募资将用于 锂电池高精铝板带箔技改项目、年产10万吨锂电池高精铝板带技改项目 、 偿还银行贷款项目，以及补充营运资金。其中，偿还银行贷款项目拟投入5亿元。 值得一提的是，永杰新材曾于2012年3月递交上市申请文件，彼时的保荐机构为东吴证券。 而在2014年6 月，该公司则撤回申报材料。 更早之前，永杰新材曾于2007年谋划境外上市，但未能成行。 根据公告披露，永杰新材此次上市的募集资金总额约为10.14亿元，扣除发行费用后，预计募集资金净额 约为9.32亿元。而此前招股书则显示，永杰新材原计划募资20.89亿元。这意味着，永杰新材的募资金额缩 水了10.75亿元， 缩减比例超过50%。 据招股书介绍，专业从事铝板带箔的研发、生产与销售，产品主要包括铝板带和铝箔两大类。其中，铝板 带箔是众多下游行业继续深加工的基础材料，主要应用于锂电池、车辆轻量化、新型建材和电子电器等下 ...