南亚新材拟定增 实控人等年内套现2.93亿IPO超募8.7亿

Core Viewpoint - Nanya New Materials (688519.SH) announced a plan to issue A-shares to specific investors for a total fundraising amount not exceeding 900 million yuan, aimed at AI-based high-frequency copper-clad laminate R&D and working capital supplementation [1][2]. Group 1: Issuance Details - The issuance will target no more than 35 specific investors, including various financial institutions and qualified investors, with all shares to be subscribed in cash at the same price [1]. - The pricing for the shares will be set at no less than 80% of the average trading price over the 20 trading days prior to the pricing date [1]. - The shares will be listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board, with a maximum issuance of 70,431,300 shares, not exceeding 30% of the company's total share capital prior to the issuance [2]. Group 2: Fund Utilization - The total investment for the AI-based high-frequency copper-clad laminate project is estimated at 74.53 million yuan, with 74 million yuan expected to be funded from the raised capital [4]. - An additional 16 million yuan will be allocated to supplement working capital, bringing the total planned investment to 90.53 million yuan [4]. Group 3: Shareholder Control and Changes - As of the announcement date, the actual controllers of the company hold 61.90% of the voting rights, which will decrease to 57.96% post-issuance, indicating no change in control [4]. - The company’s total share capital before the issuance is 234,771,002 shares [4]. Group 4: Financial Performance - For the third quarter of 2025, the company reported revenue of 1.36 billion yuan, a year-on-year increase of 63.04%, and a net profit attributable to shareholders of 70.91 million yuan [9]. - Year-to-date revenue reached 3.66 billion yuan, up 49.87% from the previous year, with a net profit of 158.10 million yuan [9].