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].
盘中涨超100%！巨型轮胎龙头 今日上市