全球风电叶片材料龙头 来了！中签率可能较高

Group 1: Upcoming IPOs - Three new stocks will be available for subscription next week, with one each from the Beijing Stock Exchange, Shanghai Main Board, and Shenzhen Main Board [1] - The schedule includes: - Zhenstone Co., Ltd. on January 19 at a price of 11.18 CNY per share and a P/E ratio of 32.59 on the Shanghai Main Board - Nongda Technology on January 19 at a price of 25.00 CNY per share and a P/E ratio of 13.40 on the Beijing Stock Exchange - Shimon Co., Ltd. on January 23 with an undisclosed price on the Shenzhen Main Board [2] Group 2: Zhenstone Co., Ltd. - Zhenstone Co., Ltd. is a leading manufacturer of wind turbine blade materials, with a public offering of 26,105,500 shares and a maximum subscription limit of 54,500 shares [3][4] - The company has a projected global market share of over 35% in wind power glass fiber fabric for 2024, supported by its partnership with China Jushi, the largest glass fiber supplier [4] - Financial performance shows revenues of 5.267 billion CNY in 2022, 5.124 billion CNY in 2023, and a forecast of 6.439 billion CNY in 2024, with net profits of 774 million CNY, 790 million CNY, and 606 million CNY respectively [4] Group 3: Nongda Technology - Nongda Technology is a leading domestic producer of new fertilizers, with an offering price of 25 CNY per share and a P/E ratio of 13.4 [5][6] - The company specializes in the R&D, production, and sales of new fertilizers and intermediates, with products including humic acid fertilizers and controlled-release fertilizers [6] - Financial results indicate revenues of 2.676 billion CNY in 2022, 2.637 billion CNY in 2023, and 2.363 billion CNY in 2024, with net profits of 101 million CNY for both 2022 and 2023, and 145 million CNY in 2024 [7] Group 4: Shimon Co., Ltd. - Shimon Co., Ltd. is a leading integrated logistics company, with a public offering of 2,307,250 shares and a maximum subscription limit of 9,000 shares [8][9] - The company provides customized, integrated supply chain logistics solutions for multinational manufacturing enterprises, serving clients such as Mercedes-Benz and Maersk [9] - Financial performance shows revenues of 808 million CNY in 2022, 835 million CNY in 2023, and a forecast of 1.028 billion CNY in 2024, with net profits of 112 million CNY, 133 million CNY, and 170 million CNY respectively [9]