Core Viewpoint - Guoliang New Materials (920076.BJ) is set to be available for subscription on the Beijing Stock Exchange, specializing in high-temperature industrial refractory materials and providing comprehensive solutions in this sector [1][2]. Group 1: Company Overview - Established in 2002, Guoliang New Materials is located in Tangshan, Hebei Province, a significant steel production base in China [1]. - The company has accumulated 5 provincial scientific and technological achievement certificates, 33 invention patents, and 52 utility model patents [3]. - Guoliang New Materials has been recognized as a national-level "specialized, refined, distinctive, and innovative" small giant enterprise [3]. Group 2: Financial Information - The offering price is set at 10.76 yuan per share, with an issuance price-to-earnings ratio of 14.97, compared to the industry average of 33.44 [2]. - The company plans to invest raised funds in several projects, including a technical transformation project for the sliding water nozzle production line (36.49 million yuan), an intelligent manufacturing project for 50,000 tons of magnesia-carbon bricks (84.42 million yuan), and a production line for 150,000 tons of recycled materials (24.11 million yuan) [2]. Group 3: Market Position and Clientele - Guoliang New Materials has established long-term partnerships with notable steel companies such as Delong Steel, Donghai Special Steel, and Shougang Group, leveraging its technological and regional advantages [3]. - The company is expanding its market presence internationally, targeting regions like Russia and Vietnam [3]. Group 4: Industry Context - The refractory materials industry is characterized by cyclical fluctuations, heavily influenced by the steel industry, which is subject to macroeconomic cycles and various policies [4]. - The steel industry accounted for approximately 15% of China's total carbon emissions in 2020, and ongoing policies for carbon neutrality will necessitate a shift towards greener practices [4]. - There is a risk of overcapacity in the refractory materials sector, as the industry currently has a low concentration of firms, leading to potential competition and challenges in maintaining profitability [4].
耐火材料行业龙头 国家级专精特新“小巨人”今日申购丨打新早知道
2 1 Shi Ji Jing Ji Bao Dao·2026-01-13 23:12