新股首日 海伟股份(09609)首挂上市 早盘低开% 公司为中国第二大的电容器薄膜制造商

Core Viewpoint - Haiwei Co., Ltd. (09609) has listed its shares at a price of HKD 14.28, issuing 35.456 million shares, with net proceeds of approximately HKD 452 million. As of the report, the stock has dropped by 5.46% to HKD 13.5, with a trading volume of HKD 103 million [1]. Company Overview - Haiwei Co., Ltd. is the second-largest capacitor film manufacturer in China, with a market share of 10.9% in capacitor base film revenue as of 2024 [1]. - The company's capacitor film products include capacitor base films and metallized films, which are essential components of film capacitors used in various applications such as electric vehicles, renewable energy power systems, industrial equipment, and household appliances [1]. Production Capabilities - Haiwei Electronics is the only company with the capability to independently design and develop production lines for capacitor base films [1]. - The company operates five production lines, all of which are self-designed and assembled, with a delivery time of approximately 8 months, significantly shorter than the industry average of 3-5 years for imported production lines [1]. - The investment cost for a single production line is about HKD 120 million, which is considerably lower than the domestic industry average [1]. - This advantage allows the company to flexibly adjust production line parameters and offer products with thicknesses ranging from 2.7 micrometers to 13.8 micrometers, catering to various end-use applications [1].