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兆易创新、紫光国芯...多家半导体存储厂商IPO新进展披露
Sou Hu Cai Jing· 2026-01-14 06:07
Group 1 - The Chinese storage chip industry is experiencing a surge in capital market activities, with companies like Zhaoyi Innovation successfully listing on the Hong Kong Stock Exchange, achieving an "A+H" dual capital layout [1][2] - Other companies such as Unisoc, Xincheng Technology, Hongxin Yu, and Dapu Micro are also pursuing listings through various capital markets, reflecting a broader trend of domestic storage manufacturers accelerating their technological breakthroughs and capitalizations [1][2] - The growth in the industry is driven by emerging demands from sectors like artificial intelligence (AI) and automotive electronics, indicating a high growth potential for the storage industry in China [1] Group 2 - Zhaoyi Innovation's market performance on its first day of trading showed a significant increase, with an opening price of 235 HKD per share, up 45.06% from the issue price, leading to a total market capitalization exceeding 310 billion RMB [2] - The company raised approximately 4.68 billion HKD through its global offering, with net proceeds of about 4.61 billion HKD, which will be used to enhance R&D capabilities, strategic investments, and global expansion [3][5] - Zhaoyi Innovation reported a revenue of 6.83 billion RMB for the first three quarters of 2025, marking a year-on-year increase of 20.92%, and a net profit of 1.08 billion RMB, up 29.59% [5] Group 3 - Unisoc has initiated its IPO preparation targeting the Beijing Stock Exchange, marking a strategic shift from the previous trend of semiconductor companies opting for the Sci-Tech Innovation Board [6][10] - The company has a history dating back to 2004 and has undergone several transformations, with its current focus on storage technology and integrated circuit design [12] - Unisoc's revenue has shown growth, with figures of 914 million RMB in 2023, 1.21 billion RMB in 2024, and 750 million RMB in the first half of 2025, indicating a recovery trajectory [12] Group 4 - Xincheng Technology, which previously attempted to list on the ChiNext board, is now pursuing an IPO on the Hong Kong Stock Exchange, reflecting a strategic pivot in its market approach [14][17] - The company specializes in general-purpose chips, with a focus on code-type flash memory chips and a diverse product line that includes analog chips and microcontrollers [17] - Xincheng Technology reported revenues of 663 million RMB in 2023, 442 million RMB in 2024, and 379 million RMB in the first three quarters of 2025, with a turnaround to profitability in 2025 [17] Group 5 - Hongxin Yu has submitted its listing application to the Hong Kong Stock Exchange, focusing on storage chip products with applications in consumer electronics and automotive electronics [19][22] - The company has established itself in the supply chains of major consumer electronics brands and is expanding into automotive electronics, with expectations for mass production of enterprise-level storage products by 2026 [22] - Hongxin Yu's revenue remained stable, with figures of 8.78 billion RMB in 2023, 8.72 billion RMB in 2024, and 7.74 billion RMB in the first three quarters of 2025, achieving profitability in 2024 [22] Group 6 - Dapu Micro has reached the "registration stage" for its IPO on the ChiNext board, focusing on enterprise-level SSD products for data centers [24][25] - The company has a strong market presence, with a reported compound annual growth rate of 57.66% in its main business revenue from 2022 to 2024, and a projected revenue of 961 million RMB in 2024 [26] - Dapu Micro plans to raise 1.878 billion RMB through its IPO to fund next-generation controller chip development and production testing facilities [26][27] Group 7 - The storage chip sector is seen as a cornerstone of the digital economy, with its domestic development closely tied to capital market dynamics, indicating a critical phase in China's semiconductor industry [28] - The ongoing integration of AI and IoT applications, coupled with support from capital markets, is expected to enhance the global influence of domestic storage manufacturers [28]
远望谷拟募资6.91亿元,加码RFID核心业务与物联网布局
Ju Chao Zi Xun· 2026-01-14 06:04
本次发行方案已获公司第八届董事会第十二次(临时)会议审议通过,发行对象为不超过35名符合规定的特定对象,包括证券投资基金管理公司、证 券公司、保险机构投资者等,所有发行对象均以现金方式认购。 发行定价基准日为发行期首日,发行价格不低于定价基准日前二十个交易日公司股票均价的80%,最终价格将根据申购报价情况协商确定。本次发行 股票数量不超过221,927,220股,不超过发行前公司总股本的30%,单个认购对象及其关联方、一致行动人合计持股比例不得超过发行前总股本的 5%。 募集资金扣除发行费用后,将全部用于五大方向:RFID电子标签生产线建设项目拟投入19,033.9万元,达产后可新增20亿片RFID电子标签产能;创新 产业中心建设项目拟投入9,476.17万元,聚焦物联网、人工智能等领域的垂直应用大模型研发及智能装备生产;RFID电子标签芯片工艺升级项目拟投 入7,040万元,研发具备大存储容量、数据加密等功能的新一代芯片;物联网智能终端建设项目拟投入13,515.7万元,投放定制化物联网终端设备及文 创商品;补充流动资金20,000万元,用于优化资本结构、增强资金实力。 | | | | 单位:万元 | | ...
远望谷拟定增募资6.91亿元 突破产能瓶颈开辟第二增长曲线
Zhong Zheng Wang· 2026-01-14 06:03
除此之外,远望谷此次定增投入的物联网终端建设项目旨在将远望谷已在国内800余家景区得到验证的 成熟模式,系统性复制到全球主题乐园、博物馆等场景,通过投放自主研发的物联网终端与销售与场景 IP深度结合的定制化文创商品,实现相关业务的快速发展。 业内人士认为,此次定增聚焦产能扩容与技术创新,既是远望谷响应RFID行业规模化发展趋势、突破 产能瓶颈的关键举措,也是公司深化"芯片-解决方案-行业标准"全链条布局、巩固行业领先地位的战略 抉择。与此同时,远望谷通过物联网终端建设项目,可以实现相关业务的快速发展,进而为其实现长期 高质量发展注入强劲动力。 转自:中国证券报·中证网 据悉,随着全球超高频RFID标签需求持续攀升,零售、图书、电力等领域应用加速渗透,国内鞋服行 业RFID普及趋势明显,市场空间广阔。远望谷现有产能已难以匹配业务发展需求,RFID电子标签生产 线建设项目达产后将新增20亿片产能,有效突破交付瓶颈,同时借助长三角地区发达的物流网络与产业 集群优势,优化供应链管理,降低运输及采购成本,显著提升盈利水平。 远望谷介绍,在创新产业中心建设项目方面,远望谷通过加强大模型与物联网数据安全研发,能够有效 应对 ...
先河环保跌2.03%,成交额9734.95万元,主力资金净流出425.69万元
Xin Lang Zheng Quan· 2026-01-14 05:20
1月14日,先河环保(维权)盘中下跌2.03%,截至13:09,报10.63元/股,成交9734.95万元,换手率 1.70%,总市值57.04亿元。 截至12月19日,先河环保股东户数2.37万,较上期增加3.79%;人均流通股22395股,较上期减少 3.65%。2025年1月-9月,先河环保实现营业收入6.28亿元,同比增长4.71%;归母净利润553.42万元,同 比增长2.68%。 分红方面,先河环保A股上市后累计派现2.59亿元。近三年,累计派现0.00元。 责任编辑:小浪快报 资金流向方面,主力资金净流出425.69万元,特大单买入458.73万元,占比4.71%,卖出1207.99万元, 占比12.41%;大单买入3194.79万元,占比32.82%,卖出2871.22万元,占比29.49%。 先河环保今年以来股价涨2.61%,近5个交易日跌3.71%,近20日涨18.51%,近60日涨46.82%。 资料显示,河北先河环保科技股份有限公司位于河北省石家庄市高新区湘江道251号,成立日期1996年7 月6日,上市日期2010年11月5日,公司主营业务涉及高端环境在线监测仪器仪表研发、生产和销售 ...
2025年中国半挂车市场分析:销量约69万辆 中集车辆连续十三年全球销量第一[图]
Sou Hu Cai Jing· 2026-01-14 04:49
Core Insights - The report titled "2026-2032 China Semi-Trailer Market Survey and Market Outlook" provides essential reference for decision-makers and investors in the semi-trailer industry [1] - The report is based on comprehensive data collection and analysis, including interviews with industry experts and executives, ensuring accuracy and relevance [4] Industry Overview - Semi-trailers are defined as trailers with axles positioned behind the vehicle's center of gravity, typically connected to a tractor unit [7] - The semi-trailer market includes various types such as 11-meter and 13-meter warehouse semi-trailers, and low flatbed semi-trailers [7] Market Demand and Growth - Increased government investment in infrastructure is driving demand for dump semi-trailers and other construction-related models [9] - The semi-trailer production and sales are projected to reach approximately 1.7115 million and 1.704 million units by 2030, respectively [9] - The sales scale of semi-trailers in China is expected to reach 126.78 billion yuan by 2030 [11] Technological Advancements - The application of technologies such as autonomous driving and IoT is enhancing transportation safety and efficiency [14] - A collaboration between CIMC Vehicles and Huawei aims to develop L3 autonomous driving tractors for operation in Xiong'an New Area by 2025 [14] Policy Environment - Policies like the "Logistics Industry Development Medium and Long-term Plan" outline the direction for semi-trailer development and encourage efficient transport modes [11] - The "14th Five-Year Plan" and carbon neutrality goals are expected to impact the semi-trailer industry significantly [19] Market Analysis - The report includes a detailed PEST analysis of the macro environment affecting the semi-trailer industry, covering policy, economic, social, and technological factors [19][20] - It also provides insights into the competitive landscape, including Porter's Five Forces analysis, investment trends, and market concentration [22] Future Outlook - The report forecasts trends and potential investment opportunities in the semi-trailer market, emphasizing the importance of strategic planning for industry participants [27]
顺络电子涨2.04%,成交额3.75亿元,主力资金净流出57.36万元
Xin Lang Zheng Quan· 2026-01-14 03:53
Group 1 - The core viewpoint of the news is that Shunluo Electronics has shown a positive stock performance and financial growth, with significant increases in revenue and net profit year-on-year [1][2]. - As of January 14, Shunluo Electronics' stock price increased by 7.01% year-to-date, with a 6.20% rise over the last five trading days and an 11.01% increase over the last twenty days [1]. - The company reported a revenue of 5.032 billion yuan for the first nine months of 2025, representing a year-on-year growth of 19.95%, and a net profit of 769 million yuan, up 23.23% year-on-year [2]. Group 2 - Shunluo Electronics has a market capitalization of 30.656 billion yuan, with a trading volume of 375 million yuan on January 14 [1]. - The company has distributed a total of 2.32 billion yuan in dividends since its A-share listing, with 869 million yuan distributed in the last three years [3]. - As of September 30, 2025, the number of shareholders increased to 46,000, while the average circulating shares per person decreased by 14.38% to 16,456 shares [2][3].
非手机模组销量倍增,丘钛科技2025年溢利同比预增400%-450%
Ju Chao Zi Xun· 2026-01-14 03:25
Core Viewpoint - Company expects a significant increase in comprehensive profit for the fiscal year ending December 31, 2025, projecting a growth of 400% to 450% compared to approximately RMB 279 million in the same period of 2024 [2] Group 1: Factors Driving Profit Growth - The substantial profit growth is attributed to three core factors [2][3] - The company is advancing its five-year strategic development plan (2021-2025) to accelerate the expansion of its smart vision product business in non-mobile sectors, benefiting from the rapid growth in global smart driving and IoT smart terminal industries, which has significantly increased the demand for camera modules [2] - The company is focusing on mid-to-high-end camera modules and fingerprint recognition modules, with substantial year-on-year growth in sales of periscope camera modules, optical image stabilization camera modules, and ultrasonic fingerprint recognition modules, leading to improved product value and operational efficiency [2] Group 2: Additional Revenue Sources - The company completed the sale of approximately 51.08% of its subsidiary Kunshan Q Tech Microelectronic (India) Private Limited, recording gains from this transaction [3] - An improvement in the operating performance of an associated company has resulted in recognized profits, contrasting with losses in the same period of 2024, further enhancing the company's profitability [3]
【IPO追踪】引入高通等基石投资者,龙旗科技今起招股
Sou Hu Cai Jing· 2026-01-14 03:05
Core Viewpoint - The recent performance of the new stock market has been strong, with companies like Zhaoyi Innovation, Biran Technology, and Zhiyu experiencing significant post-listing gains. Longqi Technology is set to launch its IPO in Hong Kong, following this trend [2]. Group 1: IPO Details - Longqi Technology plans to globally issue approximately 52.26 million H-shares, with 10% allocated for public offering in Hong Kong and 90% for international offering. There is an option for an additional 7.84 million shares under an over-allotment option, representing a 15% over-allotment ratio based on the base offering size [2]. - The maximum offer price is set at HKD 31 per share, with expected net proceeds of approximately HKD 1.52 billion if the over-allotment option is not exercised. The funds will be allocated as follows: 40% for expanding production capacity, 20% for R&D, 10% for marketing and customer expansion, 20% for strategic investments or acquisitions, and 10% for working capital [2]. Group 2: Subscription Period and Fees - The subscription period for Longqi Technology is from January 14 to January 19, 2026, with the listing on the Hong Kong Stock Exchange expected on January 22. The minimum investment for one board lot of 100 shares is HKD 3,131.26 [3]. Group 3: Institutional Interest - Longqi Technology's IPO has attracted significant interest from various institutions, including Qualcomm, Jiangxi Guokong, and others, with a total subscription amounting to approximately USD 56.5 million (or about HKD 440 million) [4]. Group 4: Company Overview - Longqi Technology is a leading global provider of smart products and services, offering a full range of solutions from product research and design to manufacturing and support. Its diverse product portfolio includes smartphones, AI PCs, automotive electronics, tablets, smartwatches, and smart glasses, catering to various sectors such as consumer electronics and IoT [5]. - According to Frost & Sullivan, Longqi ranks second globally in the consumer electronics ODM segment with a market share of 22.4%, first in the smartphone ODM segment with a market share of 32.6%, and among the top three in the tablet ODM segment [5]. - The company's revenue for the years 2022 to 2024 and the first three quarters of 2025 are projected to be RMB 29.34 billion, RMB 27.19 billion, RMB 46.38 billion, and RMB 31.33 billion, respectively, with adjusted net profits of RMB 620 million, RMB 672 million, RMB 565 million, and RMB 604 million [5].
远望谷拟不超7亿定增 实控人正拟减持此前套现11.6亿
Zhong Guo Jing Ji Wang· 2026-01-14 03:01
中国经济网北京1月14日讯 远望谷(002161.SZ)昨晚披露2026年度向特定对象发行A股股票预案,本 次发行的发行对象为不超过35名(含)的特定对象。范围为:符合中国证监会规定的证券投资基金管理 公司、证券公司、信托公司、财务公司、保险机构投资者、合格境外机构投资者、人民币合格境外机构 投资者(含上述投资者的自营账户或管理的投资产品账户)等机构投资者,以及符合中国证监会规定的 其他法人、自然人或者其他合法组织。证券投资基金管理公司、证券公司、合格境外机构投资者、人民 币合格境外机构投资者以其管理的二只以上产品认购的,视为一个发行对象。信托公司作为发行对象, 只能以自有资金认购。本次发行的所有发行对象均以现金方式认购。 本次发行的募集资金总额不超过69,065.77万元(含本数),扣除发行费用后将全部用于RFID电子 标签生产线建设项目、创新产业中心建设项目、RFID电子标签芯片工艺升级项目、物联网智能终端建 设项目、补充流动资金。 徐玉锁最初持股1.02亿股,占总股本的39.80%。徐玉锁从2010年9月14日起,第一次减持远望谷股 份,迄今为止,累计减持公司股票9220.46万股,累计套现约11.57 ...
皮阿诺跌2.03%,成交额3511.87万元,主力资金净流出165.05万元
Xin Lang Cai Jing· 2026-01-14 02:45
Core Viewpoint - The stock price of Pianuo has experienced fluctuations, with a recent decline of 2.03% and a total market capitalization of 4.064 billion yuan. The company has seen a net outflow of main funds amounting to 1.6505 million yuan [1]. Group 1: Stock Performance - Since the beginning of the year, Pianuo's stock price has increased by 6.01%, with a 1.38% decline over the last five trading days. However, it has risen by 36.82% over the last 20 days and 84.70% over the last 60 days [2]. - As of January 9, the number of shareholders for Pianuo has increased by 5.06% to 16,100, with an average of 8,005 circulating shares per person, which is a decrease of 4.81% [2]. Group 2: Company Overview - Pianuo, established on June 14, 2005, and listed on March 10, 2017, is located in Zhongshan, Guangdong Province. The company specializes in high-end customized cabinets, wardrobes, wooden doors, and related home products, with a revenue composition of 54.78% from customized cabinets, 39.55% from wardrobes, 3.86% from doors, and 1.82% from other products [2]. - The company belongs to the light industry manufacturing sector, specifically in home products and customized home furnishings, and is associated with concepts such as furniture and bathroom, customized home, Internet of Things, small-cap, and Xiaohongshu [2]. Group 3: Financial Performance - For the period from January to September 2025, Pianuo reported an operating income of 420 million yuan, reflecting a year-on-year decrease of 37.27%. The net profit attributable to the parent company was -7.5252 million yuan, a year-on-year decrease of 191.47% [2]. - Since its A-share listing, Pianuo has distributed a total of 198 million yuan in dividends, with 36.5832 million yuan distributed over the past three years [3]. Group 4: Shareholder Information - As of September 30, 2025, among the top ten circulating shareholders of Pianuo, the Noan Multi-Strategy Mixed A (320016) fund is the ninth largest shareholder, holding 1.2967 million shares as a new shareholder [3].