全球风电叶片材料龙头,来了!
Shang Hai Zheng Quan Bao·2026-01-18 11:52

Group 1: New Stock Market Activity - The new stock market has been active since the beginning of 2026, with an average first-day increase of 292.35% for two new stocks this week [1] - Zhishin Co., Ltd. saw a first-day increase of 213.44%, with a single subscription profit exceeding 23,000 yuan [1] - Three new stocks are scheduled for subscription next week, including Zhishin Co., Ltd. and Nongda Technology [1][4] Group 2: Zhishin Co., Ltd. - Zhishin Co., Ltd. is a leading manufacturer of wind turbine blade materials, with a projected global market share of over 35% in wind power fiberglass fabric by 2024 [1][6] - The company has a strong domestic and international client base, including major players like Mingyang Smart Energy and Siemens Gamesa [1] - The company expects a net profit of 730 million to 860 million yuan for 2025, representing a year-on-year growth of 20.53% to 42.00% [6][7] Group 3: Nongda Technology - Nongda Technology is a leader in the new fertilizer industry, with clients including major agricultural input companies and government clients [1][8] - The company anticipates a net profit of 140 million to 160 million yuan for 2025, with a year-on-year change of -3.64% to 10.13% [8][9] Group 4: Shiemeng Co., Ltd. - Shiemeng Co., Ltd. is a leading comprehensive logistics company serving multinational manufacturing enterprises, with major clients in the automotive and packaging sectors [2][10] - The company projects a net profit of 149 million yuan for 2025, reflecting a year-on-year decrease of 12.70% [10]