【深交所IPO】自主创新铸就行业龙头,新广益登陆资本市场开启新征程

Core Viewpoint - Xinguangyi Electronic Co., Ltd. has successfully listed on the ChiNext board, marking a significant milestone in its growth as a leading high-tech enterprise specializing in high-performance specialty functional materials [2][3]. Company Overview - Xinguangyi focuses on the research, production, and sales of specialty functional materials, particularly anti-bleed adhesive films and high-resistance specialty films, which are critical in high-end manufacturing sectors like flexible printed circuits (FPC) [7]. - Established in 2004, the company has transitioned from a follower to a leader in the industry, breaking the technological monopoly of foreign giants and achieving the highest market share in its segment [7][9]. Technological Advancements - The company has successfully developed key technologies in anti-bleed adhesive films, overcoming the previous dominance of Japanese firms like Mitsui Chemicals and Sumitomo Chemical [9]. - Xinguangyi has also made significant strides in high-resistance specialty films, which are essential for extreme environments, further establishing its competitive edge in the market [10]. Market Position and Growth - Xinguangyi has established partnerships with several top global FPC manufacturers, solidifying its position as a leading supplier in the anti-bleed adhesive film sector [9]. - The company has expanded into new areas, such as acoustic films for high-end headphones, achieving breakthroughs that allow it to compete with established international players [12]. Financial Performance - From 2022 to 2024, the company's revenue is projected to grow from 455.26 million yuan to 657.17 million yuan, with net profit increasing from 81.51 million yuan to 115.70 million yuan [14]. - In the first half of 2025, Xinguangyi reported revenue of 313.39 million yuan and a net profit of 59.21 million yuan, indicating a strong growth trajectory [14]. Strategic Alignment - The company's focus on high-performance specialty functional materials aligns with China's "14th Five-Year Plan," which emphasizes the importance of new materials and core technology innovation [16]. - Looking ahead to the "15th Five-Year Plan" (2026-2030), the emphasis on technological self-reliance and high-end manufacturing presents significant opportunities for Xinguangyi in the functional film materials sector [16].