证券日报网讯2月11日，世盟股份（001220）在互动平台回答投资者提问时表示，公司将持续关注市场 最新动态和行业未来发展，积极探索发展机会。 ...

格隆汇2月10日丨世盟股份(001220.SZ)在互动平台表示，公司正稳步推进主营业务，对新技术、新业态 的发展始终保持积极关注。目前公司暂末涉及航天领域。 ...

Core Viewpoint - The company is steadily advancing its main business and is actively monitoring the development of new technologies and business models, while currently not involved in the aerospace sector [1] Group 1 - The company is making progress in its core business operations [1] - The company maintains a positive outlook on the development of new technologies and business models [1] - The company has not yet entered the aerospace field [1]

Market Performance - The new stock index and the near-term new stock index fell by 2.01% and 2.23% respectively during the first week of February 2026[7] - The market experienced significant adjustments, with the technology sector leading the decline, particularly in the non-ferrous metals and electronic sectors[7] New Stock Listings - The first unprofitable new stock of the year, Beixin Life, was listed, achieving an average first-day increase of 185.65%[1] - Two new stocks contributed to A1/A2/B class investors' single-account full returns of 17.80/9.44/7.90 thousand yuan, enhancing the yield rates for a 500 million yuan scale account by 0.36‰/0.19‰/0.16‰[41] Trading Activity - Trading activity in the new stock sector continued to decline, with turnover rates for the new stock index and near-term new stock index dropping by 2.10 percentage points and 2.25 percentage points respectively[21] - The net active selling in the new stock sector amounted to 2.936 billion yuan, a decrease of 3.540 billion yuan from the previous week[23] Valuation Changes - The new stock index PE (TTM) increased by 1.76, while the near-term new stock index PE (TTM) decreased by 23.73[14] - The latest PE (TTM) values for the new stock index and near-term new stock index were 80.0X and 159.7X, corresponding to historical percentile levels of 83.8% and 99.2% respectively[14]

（文章来源：证券日报） 证券日报网讯 2月9日，世盟股份发布公告称，公司第三届董事会任期已于近期届满。鉴于公司董事会 换届选举工作尚在筹备中，为保持董事会工作的连续性和稳定性，公司董事会换届选举工作将适当延 期，公司董事会各专门委员会及高级管理人员的任期亦将相应顺延。 ...

IPO Pipeline Overview - As of February 8, there are 318 companies in the IPO pipeline, including 20 on the Shanghai Main Board, 41 on the Sci-Tech Innovation Board, 18 on the Shenzhen Main Board, 37 on the Growth Enterprise Market, and 202 on the Beijing Stock Exchange [1]. IPO Application Status - The IPO application status for the 318 companies includes 8 accepted, 227 under inquiry, 16 approved, 46 suspended, and 21 submitted for registration [2]. Newly Listed Companies - Two companies were newly listed between February 2 and February 8: - Shimen Supply Chain Management Co., Ltd. listed on February 3 with a closing price of 57.73 CNY per share, a 106.18% increase, and a trading volume of 1.093 billion CNY [4]. - Shenzhen Beixin Life Technology Co., Ltd. listed on February 5 with a closing price of 49.64 CNY per share, a 183.33% increase, and a trading volume of 1.409 billion CNY [4]. New Counseling Registrations - Fourteen companies received new counseling registrations during the same period, including: - Tianjin Sanying Precision Instrument Co., Ltd. focuses on high-end X-ray non-destructive testing equipment [6]. - Tianyi Space Technology Co., Ltd. is a leading operator of SAR satellite constellations [7]. - Guangdong Shenpeng Technology Co., Ltd. specializes in the development and production of brushless DC electronic water pumps [7]. - Hubei Chuda Intelligent Equipment Co., Ltd. provides glass forming equipment and intelligent system solutions [7]. Companies Approved for Review - Three companies successfully passed the review process: - Anhui Xinfeng New Energy Technology Co., Ltd. specializes in thermal management components for new energy vehicles [9]. - Guangdong Huahui Intelligent Equipment Co., Ltd. focuses on high-end intelligent equipment and key components [10]. - Shandong Chunguang Technology Group Co., Ltd. aims to become a world-class manufacturer of magnetic materials [11]. Companies Approved for Registration - Two companies received registration approval: - Wuhu Aiteke Automotive Electronics Co., Ltd. provides intelligent solutions for automotive electronics [12]. - Hangzhou Gaote Electronic Equipment Co., Ltd. specializes in battery management systems for the new energy industry [12]. Terminated IPO Applications - Wuxi Jiangsong Technology Co., Ltd. has withdrawn its IPO application during this period [14].

证券代码：001220 证券简称：世盟股份 公告编号：2026-002 在新一届董事会换届选举完成前，公司第三届董事会全体董事及高级管理人 员将依照法律法规和《公司章程》的规定，继续履行董事及高级管理人员勤勉尽 责的义务和职责。 公司董事会延期换届不会影响公司的正常运营。公司将积极推进董事会换届 选举工作，并及时履行信息披露义务。 特此公告。 世盟供应链管理股份有限公司董事会 2026年2月10日 世盟供应链管理股份有限公司 关于董事会延期换届选举的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没 有虚假记载、误导性陈述或重大遗漏。 世盟供应链管理股份有限公司（以下简称"公司"）第三届董事会任期已于 近期届满。鉴于公司董事会换届选举工作尚在筹备中，为保持董事会工作的连续 性和稳定性，公司董事会换届选举工作将适当延期，公司董事会各专门委员会及 高级管理人员的任期亦将相应顺延。 ...

IPO Pipeline Overview - As of February 8, there are 318 companies in the IPO pipeline, with 20 on the Shanghai Main Board, 41 on the Sci-Tech Innovation Board, 18 on the Shenzhen Main Board, 37 on the Growth Enterprise Market, and 202 on the Beijing Stock Exchange [2] - The total number of companies at various stages includes 8 accepted, 227 under inquiry, 16 approved, 46 suspended, and 21 submitted for registration [3] Newly Listed Companies - Two companies were newly listed between February 2 and February 8: - Shimen Supply Chain Management Co., Ltd. listed on February 3 on the Shenzhen Main Board with stock code 001220, closing at 57.73 yuan per share, a rise of 106.18%, with a trading volume of 1.093 billion yuan and a turnover rate of 76.68% [5] - Shenzhen Beixin Life Technology Co., Ltd. listed on February 5 on the Sci-Tech Innovation Board with stock code 688712, closing at 49.64 yuan per share, a rise of 183.33%, with a trading volume of 1.409 billion yuan and a turnover rate of 75.88% [7] New Counseling Records - A total of 14 companies received new counseling records from February 2 to February 8, including: - Tianjin Sanying Precision Instrument Co., Ltd. focusing on high-end X-ray non-destructive testing equipment [9] - Tianyi Space Technology Co., Ltd. specializing in SAR satellite constellation operations [10] - Guangdong Shenpeng Technology Co., Ltd. engaged in the development and production of brushless DC electronic water pumps [10] Approval Status - Three companies successfully passed the review process from February 2 to February 8: - Anhui Xinfeng New Energy Technology Co., Ltd. focusing on thermal management components for new energy vehicles [14] - Guangdong Huahui Intelligent Equipment Co., Ltd. specializing in high-end intelligent equipment [14] - Shandong Chunguang Technology Group Co., Ltd. aiming to become a world-class manufacturer of magnetic materials [15] Registration Approval - Two companies received registration approval during the same period: - Wuhu Aiteke Automotive Electronics Co., Ltd. providing automotive electronic solutions [16] - Hangzhou Gaote Electronic Equipment Co., Ltd. focusing on battery management systems for the new energy sector [16] Termination of Review - Wuxi Jiangsong Technology Co., Ltd. withdrew its IPO application during the period, specializing in high-end intelligent equipment for photovoltaic cells [19]

Core Viewpoint - The stock of Shimon Co., Ltd. (世盟股份) has experienced a significant decline since its listing, closing at 48.09 yuan with a drop of 5.71%, marking a new low since its IPO [1] Group 1: Company Overview - Shimon Co., Ltd. was listed on the Shenzhen Stock Exchange on February 3, with an initial public offering (IPO) of 23.0725 million shares, representing 25.00% of the total share capital post-issuance [1] - The IPO price was set at 28.00 yuan per share, and the total funds raised amounted to 646.03 million yuan, with a net amount of 558.04 million yuan after deducting issuance costs [1] Group 2: Financial Details - The actual funds raised were 15.038 million yuan less than the original plan of 708.42 million yuan, which was intended for various projects including supply chain operations, operational center construction, and information technology upgrades [1] - The total issuance costs (excluding VAT) were 87.99 million yuan, with underwriting and sponsorship fees accounting for 57.85 million yuan [1]

Core Viewpoint - Shimon Supply Chain Management Co., Ltd. (hereinafter referred to as "Shimon") officially listed on the Shenzhen Stock Exchange on February 3, marking the beginning of its journey in the capital market, providing investors with an opportunity to share in the logistics industry's segmented track dividends [1][10] Group 1: Unique Market Position - Shimon focuses on providing customized, integrated, and embedded supply chain logistics solutions for multinational manufacturing enterprises in sectors such as automotive, lithium batteries, and packaging [2][11] - The company serves industry leaders like Mercedes-Benz, Hyundai, Ideal, Xiaomi in automotive, Tetra Pak, Amcor in packaging, and Rongbai Technology in lithium batteries, showcasing its unique market positioning [2][11] - The core management team, led by controlling shareholder Zhang Jingwei, has extensive experience in customs clearance, enhancing import/export efficiency and reducing logistics costs, establishing Shimon as a representative enterprise in the container land transportation sector in North China [2][11] Group 2: Business Model and Client Engagement - The embedded service model allows Shimon to closely bind with clients, increasing customer loyalty amid intensifying competition in the logistics industry [3][12] - Shimon has successfully expanded its client base to include notable companies such as BorgWarner, SK Group, and LG Group, reinforcing its market position in key sectors [4][14] Group 3: Financial Performance - From 2022 to 2024, Shimon's revenue is projected to grow from 808 million to 1.028 billion, with a compound annual growth rate (CAGR) indicating robust growth [4][14] - The net profit attributable to shareholders is expected to rise from 112 million to 170 million, with an annual growth rate peaking at 65.42%, demonstrating strong profitability [4][14] - Revenue from Maersk, a global shipping leader, is anticipated to increase from 190 million in 2022 to 490 million in 2024, significantly contributing to overall revenue growth [4][14] Group 4: Technological Advancements - Shimon is committed to a "business scenario-driven technology application" approach, investing in building an intelligent logistics information system [5][13] - The company has developed a comprehensive digital platform integrating TMS, WMS, OMS, and other systems, enhancing operational efficiency [5][15] - Shimon holds 11 software copyrights, with these technological achievements fully applied in actual business operations, indicating a strong competitive edge [6][16] Group 5: Capital and Future Prospects - The funds raised from the A-share listing will be used for supply chain operation expansion, operational center construction, and digital upgrade projects, injecting new momentum into business expansion [7][17] - As of June 2025, Shimon's total assets are projected to be 1.085 billion, with shareholder equity at 894 million, indicating a solid financial structure [8][17] - The company's stock is priced at 28.00 yuan per share, corresponding to a diluted price-to-earnings ratio of 15.29, which is below the industry average, suggesting a favorable valuation for investors [8][17]