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新股消息 | 电容器薄膜制造商海伟电子二次递表港交所 今年前五个月收入约1.57亿
Zhi Tong Cai Jing·2025-08-27 22:50

Core Viewpoint - Hebei Haiwei Electronic New Materials Technology Co., Ltd. has submitted an application for listing on the Hong Kong Stock Exchange, with China International Capital Corporation as the sole sponsor [1] Company Overview - Haiwei Electronic is the second-largest capacitor film manufacturer in China based on capacitor base film sales in 2024, with a market share of 10.9% [5] - The company's products include capacitor base films and metallized films, which are key components of film capacitors known for their excellent voltage resistance, high-frequency stability, and long lifespan [5] - The end-use applications for film capacitors are diverse, including new energy vehicles, new energy power systems, industrial equipment, and household appliances [5] Market Potential - The capacitor base film market in China is projected to grow from 46,200 tons in 2019 to 113,400 tons in 2024, representing a compound annual growth rate (CAGR) of 19.7% [6] - The market for capacitor base films used in new energy vehicles is expected to increase from 47,800 tons in 2025 to 87,300 tons in 2029, with a CAGR of 16.2% [6] - The market for capacitor base films in new energy power systems is anticipated to grow from 34,200 tons in 2025 to 79,800 tons in 2029, with a CAGR of 23.6% [6] Competitive Advantage - Haiwei Electronic is the only major capacitor film manufacturer in China with the capability to independently design and develop capacitor base film production lines [6] - The company currently operates five production lines for capacitor base films, all of which are self-designed, developed, and assembled [6] Financial Performance - Revenue for Haiwei Electronic was approximately 327 million RMB in 2022, 330 million RMB in 2023, and is projected to be 422 million RMB in 2024 [7] - The net profit and total comprehensive income for the same years were approximately 102 million RMB, 69.8 million RMB, and 86.4 million RMB respectively [7] - For the five months ending May 31, 2025, the revenue was approximately 157 million RMB, with a net profit of about 31.4 million RMB [7][8]