Group 1 - C Hai'an (001233) saw a 74.00% increase on its first trading day, with a turnover rate of 75.36% and a transaction volume of 2.313 billion yuan [2] - The stock attracted a net inflow of 534 million yuan from major funds on its debut, with large orders contributing 363 million yuan and special large orders adding 171 million yuan [3] - The stock's first-day financing buy amounted to 87.1995 million yuan, accounting for 3.77% of the total trading volume, while the latest financing balance reached 79.2733 million yuan, representing 2.68% of the circulating market value [2][3] Group 2 - The company specializes in the research, production, and sales of giant all-steel engineering radial tires, as well as the operation and management of mining tires [3] - On the first trading day, the top five trading departments on the stock's leaderboard had a combined transaction volume of 236 million yuan, with a net purchase of 70.0839 million yuan [3]

Core Insights - On November 25, Haian Group's stock surged by 74.00%, with a trading volume of 2.313 billion yuan [1] - The company recorded a net financing purchase of 79.2933 million yuan on the same day, with a total financing balance of 79.2933 million yuan, accounting for 2.68% of its market capitalization [1] - As of November 25, the number of shareholders increased significantly to 66,000, reflecting a 244,185.19% rise [2] Financial Performance - For the period from January to September 2025, Haian Group achieved a revenue of 1.619 billion yuan, while the net profit attributable to the parent company was 462 million yuan, representing a year-on-year decrease of 7.04% [2] - The company's main business revenue composition includes 69.51% from the sales of giant all-steel engineering tires, 25.77% from mining tire operation management, and 4.71% from other supplementary activities [1]

Core Viewpoint - Hai'an Group has successfully listed on the Shenzhen Stock Exchange, marking a significant milestone as the first IPO from a small county in Fujian province this year, with a notable opening and closing price performance [1][3]. Company Overview - Hai'an Group issued 46,493,334 shares at an initial price of 48 CNY per share, raising approximately 2.232 billion CNY, with a total share capital of 185,973,334 shares post-IPO [3]. - The funds raised will be allocated for expanding production of all-steel giant radial tires and upgrading automated production lines [3]. - Strategic investors, including Zijin Mining and XCMG Machinery, received 8,780,207 shares, accounting for 18.88% of the total issuance, with a 12-month lock-up period [3]. Financial Performance - For the first nine months of 2025, Hai'an Group reported a revenue of 1.618625 billion CNY, a decrease of 4.77% year-on-year, and a net profit of 462.1525 million CNY, down 7.88% year-on-year [3][4]. - The company projects a full-year revenue of 2.25 billion to 2.35 billion CNY for 2025, with a slight fluctuation of -2.17% to 2.18%, and a net profit of 650 million to 710 million CNY, with a fluctuation of -4.28% to 4.56% [3][4]. Industry Position - Hai'an Group specializes in the manufacturing of all-steel giant radial tires, primarily used in heavy-duty mining trucks, with a significant market share in a niche segment dominated by three international brands [6][7]. - The global production of all-steel giant tires is expected to grow from 259,000 units in 2023 to 358,000 units by 2027 [6]. - The company has achieved notable technological advancements, including the development of China's first 57-inch giant tire and the world's largest 4.02-meter diameter tire [7]. Market Expansion - Hai'an Group has successfully penetrated international markets, with over 70% of its main business revenue coming from overseas sales in 2024 [10]. - The company has established a presence in numerous countries, including Russia, where it has gained clients due to the exit of major international brands from the market [10][12]. - The Southeast European and ASEAN regions are targeted for further market expansion, leveraging their resource advantages [12].

Core Points - Hai'an Group (001233) has successfully listed on the A-share market on November 25, 2025, bringing the total number of new stocks listed this year to 97, nearing the 100 mark [1][3][4] - The stock price performance on the first day of listing has been remarkable, with 85 out of 97 new stocks seeing their prices double, representing approximately 87.63% [5][6] - The most profitable new stock so far is Ying Shi Innovation, with a floating profit of approximately 64,900 yuan for investors holding one share [7][8] Group 1: New Stock Listings - Hai'an Group's main business includes the research, production, and sales of giant all-steel engineering machinery radial tires and management of mining tire operations [3] - The company issued shares at a price of 48 yuan per share, opening at a 81.38% increase and closing at 83.52 yuan, giving it a total market capitalization of 15.53 billion yuan [3] - The total number of new stocks listed in 2025 includes 33 on the main board, 30 on the Growth Enterprise Market, 22 on the Beijing Stock Exchange, and 12 on the Sci-Tech Innovation Board [4] Group 2: Stock Performance - The highest first-day price increase was recorded by Dapeng Industrial, which saw a price surge of 1211.11%, making it the first stock to achieve a tenfold increase on its debut [5][6] - Other notable first-day performances include Jiangnan New Materials and Guangxin Technology, with increases of 606.83% and 500%, respectively [6] - The lowest first-day increase was recorded by Zhongce Rubber, which had a modest increase of 6.84% [6] Group 3: Investment Opportunities - The upcoming stock, Moer Thread, is attracting significant attention with an issue price of 114.28 yuan per share, and if it performs above the average first-day increase of 207.74% for Sci-Tech Innovation Board stocks, it could yield a profit of approximately 118,700 yuan for investors [8] - The overall trend indicates a strong interest in new stocks, particularly in specific sectors, which may continue in the medium to long term [6][8]

Core Viewpoint - The A-share market has welcomed the listing of Hai'an Group on November 25, 2025, bringing the total number of new stocks listed this year to 97, with a significant portion experiencing substantial first-day price increases [1][3][4]. Group 1: New Stock Listings - Hai'an Group's main business includes the research, production, and sales of giant all-steel engineering machinery radial tires and mining tire management [3]. - The company was listed at a price of 48 yuan per share and saw a first-day increase of 74%, closing at 83.52 yuan, resulting in a total market capitalization of 15.53 billion yuan [3]. - As of now, there are four stocks, including the notable Moer Thread, that have completed the subscription process and are awaiting listing [4][5]. Group 2: First-Day Performance - Among the 97 new stocks, 85 stocks (approximately 87.63%) doubled their prices on the first day of trading [6]. - Dapeng Industrial achieved the highest first-day increase, with a price surge of 1211.11%, making it the first stock to reach a tenfold increase on its debut [6][7]. - Other notable first-day performers include Sanxie Electric with a 785.62% increase and Jiangnan New Materials with a 606.83% increase [7]. Group 3: Investment Returns - The highest return from a new stock this year is from Ying Shi Innovation, with a first-day closing price of 177 yuan, yielding a profit of approximately 64,900 yuan for investors [8]. - Moer Thread, with an issue price of 114.28 yuan, is anticipated to generate significant returns, potentially reaching around 118,700 yuan if it performs above the average first-day increase of 207.74% for the year [9]. - The overall trend indicates a strong interest in new stocks, particularly in specific sectors, which may continue in the medium to long term [7].

Core Viewpoint - Hai'an Group successfully listed on the Shenzhen Stock Exchange with an issue price of 48.00 yuan per share and a price-to-earnings ratio of 13.94 times [1] Company Overview - Hai'an Group is the largest all-steel giant tire manufacturer in China and one of the four largest manufacturers of giant engineering radial tires globally [2][3] - The company was founded in 2005 by Chairman Zhu Hui, who aimed to address the domestic production challenges of all-steel giant tires [2] - Hai'an Group has achieved annual revenue exceeding 2 billion yuan and has broken the monopoly of three major international brands in the all-steel giant tire market [2][3] Financial Performance - From 2022 to the first half of 2025, Hai'an Group's main business revenues were 1.457 billion yuan, 2.208 billion yuan, 2.244 billion yuan, and 1.030 billion yuan, respectively, with net profits of 319 million yuan, 639 million yuan, 641 million yuan, and 317 million yuan [4] - The company has maintained a rising gross margin, with figures of 38.04%, 46.63%, 48.17%, and 45.65% during the same period [4] Production Capacity and Market Position - Hai'an Group is currently the fourth largest all-steel giant tire producer globally and the largest in China, with a production capacity of 7,300 tires and a utilization rate of 87.84% [6] - The company has successfully developed and mass-produced a full range of all-steel giant tire specifications, including R49, R51, R57, and R63 [6] Business Model and Services - The company provides comprehensive lifecycle management services for mining tires, which include supply, inspection, maintenance, and data analysis [5][6] - Hai'an Group's clients include well-known mining companies and machinery manufacturers, enhancing its market presence [3] IPO and Future Plans - The IPO aims to raise 2.952 billion yuan for expanding production capacity and upgrading automation, which will add approximately 22,000 tires to the annual production capacity [8][9] - The company plans to invest in a new research and development center to enhance its overall R&D capabilities and maintain its competitive edge [9][10]

龙虎榜数据显示，卖出海安集团金额最大的前五名中，有1家机构专用席位。经统计，机构席位今日卖出海安集团净额为1867.98万元。 中国经济网北京11月25日讯 海安集团（001233.SZ）今日在深交所主板上市，截至收盘报83.52元，涨幅74.00%，总市值155.32亿元。 | 买入金额最大的前5名 | | --- | | 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | 卖出金额(万) | | --- | --- | --- | --- | --- | --- | | | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 367次 30.52% | 3159.73 | 1.37% | 1232.75 | | 2 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 551次 30.31% | 2701.64 | 1.17% | 1310.57 | | 3 | 国金证券股份有限公司深圳分公司 | 226次 29.65% | 2464.06 | 1.07% | 195.53 | | ব | 东方财富证券股份有限公司拉萨金融城南环路证券营业部 | 461次 29.72% | 245 ...

Core Viewpoint - N Hai'an (stock code: 001233) was listed on the Shenzhen Stock Exchange on November 25, marking a significant milestone for the company, which specializes in the research, production, and sales of giant all-steel radial tires for engineering machinery and mining tire management [2][4]. Company Overview - Hai'an Rubber Group Co., Ltd. (referred to as "Hai'an Group") was established in 2005 and focuses on the development and production of giant all-steel tires, achieving full production capabilities across all model ranges. The company has provided products or services to hundreds of mines domestically and internationally [2][4]. - In 2022, the company ranked first in the domestic market and fourth globally in terms of giant tire production [2]. Listing Performance - On its first trading day, N Hai'an opened at 87.06 CNY per share, an increase of 81.38% from the issue price of 48 CNY per share. The stock reached a peak of 100 CNY per share, reflecting a rise of 108.33%. By the end of the trading day, it closed at 83.52 CNY per share, up 74.00%, with a total market capitalization of approximately 15.53 billion CNY [2]. Strategic Partnerships - The listing attracted significant interest from strategic investors, including Zijin Mining, Jiangxi Copper, and XCMG Machinery, who are also key partners in the industry chain. The strategic placement received high recognition and active subscriptions from these industry capitals [6][7]. - The total issuance was 46.49 million shares, with strategic investors receiving 8.78 million shares, accounting for 18.88% of the total issuance. All strategic investors committed to a 12-month lock-up period [7]. Future Development Plans - With the funds raised from the listing, Hai'an Group plans to expand production capacity, enhance research and development, and build a closer collaborative ecosystem with industry partners [4][6]. - The strategic cooperation agreements signed with industry partners include long-term collaboration mechanisms and prioritized procurement arrangements, establishing a dual guarantee system of "capital + orders" [7]. Industry Positioning - Analysts suggest that the strong backing from multiple industry capitals reflects Hai'an Group's core competitiveness and irreplaceability in a high-barrier market. The "supply chain + capital" binding model is expected to stabilize the supply chain and facilitate collaborative research and market sharing, creating a virtuous cycle of mutual empowerment and growth [7].

证券时报·数据宝统计，截至（11月25日）收盘，沪指报3870.02点，涨33.26点，涨幅为0.87%；深成指 报12777.31点，涨192.23点，涨幅为1.53%；创业板指报2980.93点，涨51.89点，涨幅为1.77%。个股方 面，今日87只A股换手率超过20%，其中，大鹏工业、C海安等4只个股换手率达五成以上，半数筹码易 主。（数据宝） 11月25日两市换手率居前个股一览 | 证券代码 | 证券简称 | 收盘价（元） | 换手率（%） | 涨跌幅（%） | | --- | --- | --- | --- | --- | | 920091 | 大鹏工业 | 61.81 | 83.87 | -25.17 | | 001233 | C海安 | 83.52 | 75.36 | 74.00 | | 603280 | 南方路机 | 43.54 | 56.98 | -1.43 | | 301638 | 南网数字 | 24.61 | 55.02 | 19.99 | | 300589 | 江龙船艇 | 24.22 | 48.45 | -9.96 | | 002474 | 榕基软件 | 13.71 | 47.81 ...

此次上市为海安集团搭建了对接资本市场的全新平台，凭借技术优势和产业积淀，这家民族轮胎品牌有 望进一步拓宽发展空间，在全球矿业装备领域持续彰显中国力量。 今日，海安集团(001233)在深交所主板正式敲钟上市，开盘价87.06元，上涨81.38%，受到资本市场认 可。这家深耕矿用轮胎领域的企业也由此迈入资本市场新阶段。上市仪式上，当地政府领导、海安集团 领导、客户代表等多位嘉宾共同敲响开市宝钟。 上市仪式现场，海安集团董事长朱晖发表致辞。他表示，海安集团凭借核心技术突破斩获中国石油和化 工工业联合会科技进步一等奖，打破了国外技术垄断，作为制造业示范企业，公司始终深耕轮胎主业， 构建了全球领先的全生命周期管理模式，成为集研发、制造、销售于一体的矿用器材解决方案供应商， 产品远销数十个国家和地区，跻身世界前十家相关制造企业行列。 朱晖强调，上市不是荣誉的终点，而是责任的起点，海安集团将牢记民族品牌使命，主动融入国家发展 大局，拓展新领域、新市场，以开放视野链接全球，以创新破解发展难题，以实干深耕实体经济，用规 范治理、稳健经营和优异业绩回报客户、股东与社会，为经济高质量发展贡献力量。 江西铜业党委委员、执行董事喻旻 ...