本周有2只新股申购 半导体核心部件龙头来了！

Core Viewpoint - This week, there are two new stocks available for subscription: one on the Beijing Stock Exchange and one on the Sci-Tech Innovation Board [1][6]. Group 1: Aishalun - Aishalun is the largest manufacturer of medical care pads in China [2][7]. - The issue price of Aishalun is 15.98 yuan per share, with a price-to-earnings ratio of 14.99 times [3][8]. - Aishalun focuses on the medical health sector, specializing in the research, production, and sales of disposable medical consumables for rehabilitation and medical protection [3][8]. - The company has shown rapid growth, with revenues of 574 million yuan, 575 million yuan, and 692 million yuan from 2022 to 2024, and net profits of 63 million yuan, 67 million yuan, and 81 million yuan for the same years [3][8]. - For 2025, Aishalun's management forecasts a revenue growth of 28.65% to 35.89% and a net profit growth of 10.63% to 22.01% [3][8]. Group 2: Hengyunchang - Hengyunchang is a leading supplier of core components for semiconductor equipment in China [4][9]. - The public offering will consist of 16.93 million shares, with a maximum subscription limit of 4,000 shares for online investors [4][9]. - Hengyunchang is recognized as having the highest market share among domestic plasma RF power system manufacturers in 2024 [4][9]. - The company has established strategic partnerships with major semiconductor equipment manufacturers, becoming a core supplier in critical processes such as film deposition and etching [4][9]. - From 2022 to 2024, Hengyunchang's revenues were 158 million yuan, 325 million yuan, and 541 million yuan, with net profits of 26 million yuan, 80 million yuan, and 142 million yuan [4][9]. - For 2025, the company anticipates a revenue decline of 4.69% to 9.58% and a net profit decline of 19.54% to 28.21% [4][9]. Group 3: Market Overview - In 2025, a total of 19 new stocks will be listed on the Sci-Tech Innovation Board, bringing the total number of companies to 600 [5][10]. - All 19 new stocks experienced price increases on their first trading day, with an average increase of 244.37%, and 18 of them saw gains exceeding 100% [5][10]. - The most recent listing was Qiangyi Co., a leading domestic semiconductor probe card company, which had an issue price of 85.09 yuan per share and a first-day increase of 165.61%, resulting in a profit of 70,500 yuan per subscription [5][10].