Core Viewpoint - The upcoming IPO of Daosheng Tianhe, a leading company in wind power resin materials, is expected to have a high subscription rate due to its relatively low issue price and large number of shares offered [1][2]. Company Overview - Daosheng Tianhe is a national high-tech enterprise focused on the research, production, and sales of new materials, particularly high-performance thermosetting resin materials [2][3]. - The company specializes in epoxy resin, polyurethane, acrylic ester, and organic silicon, with products tailored for wind power, new energy vehicles, energy storage, hydrogen energy, and other sectors [2][3]. Market Position - Daosheng Tianhe is recognized as one of the largest global producers of epoxy resin for wind turbine blades, holding the top sales position in this category from 2022 to 2024 [3]. - The company is the only Chinese enterprise supplying both epoxy resin and structural adhesives to the international wind power giant Vestas, enhancing its influence in the global wind power market [3]. Clientele - The company has established a comprehensive client base in the wind power sector, including major domestic wind turbine blade manufacturers such as Goldwind Technology and Envision Energy [3]. - In the new energy vehicle sector, its adhesive products are widely used by leading automakers like BYD and Geely [3]. Financial Performance - Daosheng Tianhe's projected revenues for 2022 to 2024 are 3.436 billion yuan, 3.202 billion yuan, and 3.238 billion yuan, respectively, with net profits of 110 million yuan, 155 million yuan, and 155 million yuan [4]. - For the first half of 2025, the company reported revenues of 1.785 billion yuan and a net profit of 86 million yuan, with an expected net profit of 145 million to 155 million yuan for the first three quarters of 2025, indicating a year-on-year growth of 48.21% to 58.43% [4].
9月29日,低价龙头股来了!中签率可能较高
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang·2025-09-28 14:54