Group 1: New IPOs - This week, there are three new stocks available for subscription: one on the Shanghai Main Board, one on the ChiNext, and one on the Beijing Stock Exchange [1] - The Beijing Stock Exchange new stock, Shichang Co., has an issue price of 10.9 yuan and a price-to-earnings ratio of 10.74, compared to the industry average dynamic P/E ratio of 28.04 over the past month [2] - The ChiNext new stock, Haocreat Technology, focuses on smart distribution equipment and digital solutions for distribution networks, with projected revenues of 6.72 million yuan, 8.67 million yuan, and 4.51 million yuan for 2023 to the first half of 2025, and net profits of 0.87 million yuan, 1.11 million yuan, and 0.62 million yuan respectively [2] Group 2: Company Profiles - YouSheng Co., launching on the Shanghai Main Board, specializes in aluminum alloy automotive components, particularly in the lightweight automotive parts sector, with a focus on new energy vehicles [3] - YouSheng Co. has projected revenues of approximately 23.50 billion yuan, 29.05 billion yuan, and 39.50 billion yuan from 2022 to 2024, with net profits of 2.33 billion yuan, 3.21 billion yuan, and 4.05 billion yuan respectively [3] - Yatu High-tech and Weite Environment are set to present their IPOs on the Beijing Stock Exchange, with Yatu focusing on high-performance industrial coatings and Weite specializing in water resource pipeline leakage control technology [4]

在新股申购方面，友升股份的此次发行将为投资者提供一个新的投资选择。随着新能源汽车市场的不断 扩展，友升股份所处的行业前景广阔。投资者在申购时应充分考虑公司的市场定位及行业发展趋势，从 而做出更为理性的投资决策。 在当前市场环境下，特别是汽车行业面临转型升级的背景下，轻量化设计成为提升车辆性能和降低能耗 的关键。友升股份通过持续的技术创新和研发投入，致力于为客户提供高性能、高可靠性的铝合金汽车 零部件，助力新能源汽车的发展。 值得注意的是，今日并无新债申购。市场对于债券投资的需求依然保持谨慎态度，投资者需要根据市场 动态灵活调整投资策略。同时，未来几日内将无新债上市，投资者应关注后续的市场动向，以便及时把 握投资机会。 2025年9月12日，友升股份（股票代码：732418）正式开始申购，申购价格定为46.36元，申购上限为1.5 万股。根据市场数据，友升股份此次发行的市盈率为22.31倍，行业平均市盈率为29.08倍。这次申购的 缴款日为2025年9月16日（周二），投资者需及时关注相关信息。 友升股份是一家专业从事铝合金 汽车零部件 设计、开发、生产、销售及服务的制造商。公司始终专注 于轻量化汽车零部件的研 ...

投资者请按此价格在2025年9月12日（T日）进行网上和网下申购，申购时无需缴付申购资金。其中， 网下申购时间为9:30-15:00，网上申购时间为9:30-11:30，13:00-15:00。 格隆汇9月10日丨友升股份(603418.SH)公布，发行人和主承销商根据初步询价结果，综合评估公司合理 投资价值、可比公司二级市场估值水平、所属行业二级市场估值水平等方面，充分考虑网下投资者有效 申购倍数、市场情况、募集资金需求及承销风险等因素，协商确定本次发行价格为46.36元/股，网下发 行不再进行累计投标询价。 ...

智通财经9月23日讯，今日无新股申购；有1只新股上市，为沪市主板的友升股份。 友升股份是国内重要的新能源汽车铝合金零部件供应商，公司主要产品为汽车结构零部件，可分为门槛梁系列、电池托盘系列、保险杠系列、副车架系列 等。公司客户涵盖特斯拉、广汽、蔚来、北汽、吉利、小鹏、宁德时代、赛力斯等知名整车厂及零部件供应商。 | | ー 今日上市 一 | | | | | --- | --- | --- | --- | --- | | | 友升股份 (603418) | | | | | 所属行业 | 发行价格 公募报价中位数 | | 发行市盈率 | 行 | | | (元) | (元) | | | | 汽车制造业 | 46.36 | 46.66 | 22.31 | | | 主承销商 | 申购上限 | 总市值 | 可比公司 | | | | (股) | (亿元) | | | | 年零海道 | 15000 | 89.51 | 新铝时代 | | | | | | 文灿股份 | | | | | | 旭升集团 | | | 辛阳母妹去 | 公司是国内重要的新能源汽车铝合金零部件供 | | | | 募投项目 云南友升轻量化铝合金零部件生产基地项 ...

Core Viewpoint - YouSheng Co., Ltd. (603418.SH) has been listed on the Shanghai Stock Exchange, focusing on lightweight aluminum alloy auto parts, particularly in the new energy vehicle sector [1][4]. Company Overview - YouSheng is a professional manufacturer that integrates design, development, production, sales, and service of aluminum alloy auto parts [1]. - The company has developed a product system that includes threshold beams, battery trays, bumpers, and subframes, primarily targeting the new energy vehicle market [1]. Financial Information - The initial offering price was 46.36 CNY per share, with an institutional quotation of 46.66 CNY per share, leading to a market capitalization of 8.951 billion CNY [4]. - The company has a projected earnings per share (EPS) of 22.31, compared to the industry average of 29.08 [4]. Revenue Structure - The main revenue sources for YouSheng are the threshold beam series and battery tray series, contributing 48.90% and 29.77% to the revenue, respectively, in 2024 [8]. - The company has a market share of 64.25% for threshold beams and 12.30% for bumpers in the domestic market [8]. Client Relationships - YouSheng has established stable partnerships with leading global new energy vehicle manufacturers, including Tesla, GAC Group, NIO, and Xpeng Motors [8]. - The company’s products are significantly integrated into mainstream new energy models, with supply ratios exceeding 60% for many models [8]. Future Prospects - YouSheng has been recognized as one of the top twenty industrial aluminum profile companies in China for 2024 and has received various quality awards from major automotive manufacturers [9]. - The company is investing in projects to enhance production capacity, including a 12.71 billion CNY investment in lightweight aluminum alloy parts production [6]. Cash Flow and Financial Health - The net cash flow from operating activities has shown a negative trend, with projected figures of 49.12 million CNY, 38.02 million CNY, and -253 million CNY from 2022 to 2024 [9].

Core Viewpoint - The transformation journey of YouSheng Co., from focusing on industrial aluminum profiles to specializing in high-end components for the new energy vehicle (NEV) sector, reflects the company's strategic adaptation to industry changes and its commitment to technological innovation [2][4][10]. Group 1: Company Transformation - YouSheng Co. was established in 1992, initially focusing on industrial aluminum profiles, and quickly gained a foothold in the Yangtze River Delta market [2]. - The company faced operational challenges and a need for transformation around 2003, leading to a strategic pivot towards automotive aluminum alloy components due to the rising demand for lightweight materials in the automotive industry [3][4]. - The transition was difficult, with the company lacking customer resources and industry experience, leading to cash flow issues and a six-month period without salary payments [5]. Group 2: Technological Innovation - YouSheng Co. developed three core technologies: high-performance aluminum alloy materials, advanced processing techniques, and lightweight product design, resulting in 176 authorized patents, including 29 invention patents [6][8]. - The company improved aluminum alloy strength by over 20% and enhanced processing efficiency by 30% through self-developed equipment [6][10]. - The introduction of a "collaborative development" model allowed the company to engage early in customer vehicle design, leading to successful partnerships with major automotive manufacturers [7][10]. Group 3: Market Positioning and Achievements - YouSheng Co. has positioned itself as a solution provider rather than just a product supplier, offering modular solutions that enhance efficiency and reduce costs for clients [8][10]. - The company has successfully entered the supply chains of leading NEV manufacturers, including Tesla, and has received multiple industry awards for quality and innovation [9][10]. - The company plans to use funds from its IPO to invest in a new production base in Yunnan, which is expected to increase production capacity by 100,000 tons and meet the growing demand for battery trays [10][11]. Group 4: Global Expansion Strategy - In 2023, YouSheng Co. initiated a global expansion strategy to establish production bases in Mexico and Bulgaria to meet the needs of international clients like Tesla and Volvo [12]. - The Mexican base aims to shorten delivery times and enhance responsiveness to urgent orders, with a transportation time of only three days to Tesla's Texas factory [12]. - Future plans include expanding production capacity in Europe and increasing market share in Southeast Asia, with a focus on collaborative development with clients [13].

Company Overview - YouSheng Co., Ltd. focuses on lightweight components for new energy vehicles and is a significant supplier of aluminum alloy parts in China, serving major clients like Tesla, GAC, NIO, BAIC, Geely, Xpeng, CATL, and Seres [1][2] - The company aims to transition from a secondary to a primary supplier, increasing sales to OEMs and designated primary suppliers from 70.28% in 2022 to 80.69% in 2024 [1][2] - Founded in 1992, YouSheng has extensive experience in aluminum alloy material formulation, extrusion, and machining, making it a pioneer in the lightweight components sector for new energy vehicles [1] Industry Insights - The automotive lightweighting sector is crucial for energy efficiency, with lightweight materials like aluminum alloys replacing traditional steel [2] - Aluminum alloys are currently the most widely used lightweight materials due to their cost-effectiveness compared to magnesium alloys, high-strength steel, and carbon fiber composites [2] Financial Performance - YouSheng's projected revenues for 2022, 2023, and 2024 are 2.35 billion, 2.91 billion, and 3.95 billion yuan, respectively, with year-on-year growth rates of 55.51%, 23.60%, and 35.98% [2] - The company's net profit for the same years is expected to be 233 million, 321 million, and 405 million yuan, with growth rates of 80.48%, 37.84%, and 26.13% [2] - For the first nine months of 2025, revenue is anticipated to grow by 25.35% to 2.90 billion yuan, and net profit is expected to increase by 33.69% to 383 million yuan [2] IPO Details - YouSheng's IPO involves issuing 48.27 million shares, raising 2.238 billion yuan, with funds allocated for two projects and working capital [3] - The first phase of the Yunnan YouSheng lightweight aluminum alloy component production base project has an investment of 1.271 billion yuan, aiming for an annual production of 500,000 battery trays and 200,000 underbody components [3] Market Expectations - Recent trends indicate that new stocks have performed well on their debut, with an average first-day increase of 343.9% and a median increase of 272.6% [4] - YouSheng's estimated first-day price increase could range from 282.6% to 343.9% based on recent performance [4] - The company has a notable valuation advantage, with an issuance price of 46.36 yuan per share, significantly lower than the average dynamic P/E ratio of comparable companies at 46.89 [4][5]

0:00 特斯拉小伙伴要上市了 友升股份明日上市会如何表现？ ...

Weekly New Stock Performance - One new stock was listed from September 15 to September 19, with an average first-day price increase of 271.56%[2] - The only new stock, Shichang Co., saw a first-day increase exceeding 100%[2] - No new stocks experienced a first-day decline[2] Weekly New Stock Issuance Trends - The total fundraising amount for new stock issuance last week was 1.71 billion yuan, a decrease of 588 million yuan compared to the previous week[3] - The previous week (September 8 to September 12) had two new stocks listed, raising 7.59 billion yuan[4] Monthly New Stock Overview - From September 1 to September 19, four new stocks were listed, raising a total of 17.44 billion yuan, with a first-day price increase average of 374.95%[6] - All four new stocks listed during this period had first-day increases exceeding 100%[6] Upcoming New Stock Listings - One new stock, Yousheng Co., is scheduled to be listed on September 23, with an issue price of 46.36 yuan and a price-to-earnings ratio of 22.31[13] - One new stock, Aomeisen, is set for online subscription on September 22, with expected fundraising of 165 million yuan[14] Risk Considerations - New stock performance is influenced by market sentiment, and poor performance may affect future market behavior[15] - Newly listed stocks may experience significant price volatility due to limited liquidity[15]

股票简称：友升股份 股票代码：603418 上海友升铝业股份有限公司 首次公开发行股票主板上市公告书 保荐人（主承销商） （中国（上海）自由贸易试验区商城路 618 号） 二〇二五年九月二十二日 上海友升铝业股份有限公司 上市公告书 Shanghai Unison Aluminium Products Co., Ltd. （上海市青浦区沪青平公路 2058 号） 特别提示 上海友升铝业股份有限公司（以下简称"友升股份""发行人""本公司" 或"公司"）股票将于 2025 年 9 月 23 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。 本上市公告书中若出现总数与各分项数值之和尾数不等的情况，均为四舍五 入尾差所致。 2 上海友升铝业股份有限公司 上市公告书 第一节 重要声明与提示 一、重要声明与提示 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 ...