在近期宁德时代、恒瑞医药赴港上市首日大涨之后，又一只A+H新股首日暴涨！ 5月27日，A股公司吉宏股份正式在港交所上市，股票代码为02603.HK，开盘即暴涨，股价涨幅一度超过60%，截至证券时报 记者发稿，其股价涨幅仍有48.70%。 | 11.420 | 10.475(CNY) | | | | | | | | 吉宏股份 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | +3.740 +48.70% | | | | | | | | 2603 | | HKEX HKD 11:03:41 | | | | | | | | | 通 乙 四 | | A股 (002803) | 14.27 | | (-1.59%) 资金流回 | | | | | | | | 委比 | -48.79% 委差 | | -263 | | 主力净流入 | | 主力流入 | | 主力流出 | | 卖五 | 11.540 | 1500 | (3) | | 248 | | 990 | | -742 | | 卖四 | 11.520 | 4.35万 | (8) | | ...

Core Viewpoint - The company, Jiao Da Tie Fa, is set to launch its IPO with an issue price of 8.81 yuan and a price-to-earnings ratio of 12.94 times, aiming to raise approximately 1.68 million yuan for various projects related to rail transit technology and services [1][2]. Summary by Category IPO Details - The initial issuance quantity is 19.09 million shares, with an online issuance volume of 15.27 million shares, leading to a total share capital of 76.34 million shares post-issuance [1]. - The company has authorized Guotou Securities to exercise an over-allotment option of 2.8635 million shares, increasing the online issuance to 18.1355 million shares [1]. - The strategic placement of shares totals 3.818 million shares, accounting for 20% of the initial issuance scale [1]. Fundraising and Investment Projects - The total expected fundraising amount is 16.8 million yuan, which could increase to 19.3 million yuan if the over-allotment option is fully exercised [1]. - The raised funds will be allocated to the following projects: - New construction project for rail transit intelligent products and equipment in Xinjin District: 59.5787 million yuan - R&D center construction project in Xinjin District: 50.8543 million yuan - Working capital supplementation: 33 million yuan - Marketing and after-sales service network construction project: 24.8925 million yuan [2]. Financial Performance - The company's net profits for 2022, 2023, and 2024 are projected to be 33.7987 million yuan, 47.6559 million yuan, and 53.3917 million yuan, respectively, with year-on-year growth rates of 15%, 41%, and 12.04% [2]. - Key financial indicators for 2024 include: - Total assets: 635.9489 million yuan - Net assets: 257.6038 million yuan - Operating income: 335.2615 million yuan - Net profit attributable to shareholders: 53.3917 million yuan - Basic earnings per share: 0.93 yuan [2][3]. - The company has maintained a research and development investment of 19.4420 million yuan, representing 5.80% of its operating income [3].

优优绿能的发行价比较高，为89.60元，这个价格排在今年新股发行价的第二位。尽管它的发行价比较高， 但发行市盈率并不高，为15.37倍，低于行业市盈率的19.25倍。 | 报告期 | 2025/3/31 | 2024/12/31 | 2024/6/30 | 2024/3/31 | 2023/12/31 | 2023/6/30 | | --- | --- | --- | --- | --- | --- | --- | | 归母净利润 | 6137.73万 | 2.56亿 | 1.39 7. | 7191.86万 | 2.68 7. | 1.29 Z | | 归母净利润 同比增长率 | -14.66% | -4.60% | 7.98% | | 36.84% | 144.72% | | 扣非净利润 | 5644.97万 | 2.45 Z | 1.33 7. | 6794.01万 | 2.56 7. | 1.23 Z | | 扣非净利润 同比增长率 | -16.91% | -4.33% | 7.76% | | 34.75% | 144.87% | | 营业总收入 | 3.61 Z | 14.97亿 | 7.22 乙 ...

从上周四开始，北证再度进入新一轮调整周期。市场上一直流传着 "弱市炒次新" ，那么在这种市场进 入调整的情况下，次新股会有机会吗？ 复盘北证50在近两年的5次调整周期的数据。第一段2024.11.8至2024.11.28，第二段2024.12.10 至 2025.1.06，第三段2025.1.17 至20252.6，第四段2025.3.18 至2025.4.3，第五段2025.4.23 至2025.4.29。 | 时间 | 北证50指数区间收益 | | --- | --- | | 2024. 11.8—2024. 11. 28 | -11. 67% | | 2024. 12. 10-2025. 1. 06 | -18.91% | | 2025. 1. 17-2025. 2. 5 | -5.05% | | 2025. 3. 18-2025. 4. 3 | -11. 38% | | 2025. 4. 23-2025. 4. 29 | -4.60% | 5段时间的区间收益率分别为-11.67% 、-18.91% 、-5.05% 、-11.38% 、-4.6% 。 然后我们再看在同样时间区间内对应的近端上市次新股表现 ...

看看现在的新股，上市即巅峰，上市第一天就是最高价，然后连续下跌，一路下跌，天天下跌，5月16日上市的泽润新能，上市第一天涨99.52%，然后第 二天直接跳空低开，第一天买进的散户直接被套！ 泽润新能的保荐机构是申万宏源，本来计划募集7.2亿用于光伏组件通用及智能接线盒扩产项目、新能源汽车辅助电源电池盒建设项目、研发中心建设项 目和补充流动资金！ 还记得以前的新股，大部分都是上市之后，连续涨停，中签之后，天天数涨停板就行，心里别提有多高兴了，在2015年的时候，暴风科技上市之初，直接 拉了30几个涨停，中签真的是跟中彩票一样！ 在询价之后，申万宏源跟泽润新能商量，把价格定在了33.06元，发行总数1597万股，实际募集资金5.28亿，少募集2亿，申万宏源拿走了3600万左右的保 荐费！ | 1 SF | | --- | | 允流动货 | | k | | | 本次发行费用明细如下:1、保荐承销费用:保荐费 169.81 万元, | | --- | --- | | | 承销费=募集资金总额*7%,参考市场保荐承销费率平均水平,经 | | | Manager Let LET - CT 1 1 1 1 1 1 1 | ...

据招股书介绍，中策橡胶旗下拥有"朝阳"、"威狮"、"好运"、"金冠"等一系列知名轮胎品牌，其中"朝 阳"品牌诞生于1966年，并于2004年评为"中国驰名商标"，是我国知名度最高的本土轮胎品牌之一。 5月23日，有一只新股可申购，为沪市主板的中策橡胶（603049）（603049.SH）。该公司主要从事全 钢胎、半钢胎、斜交胎和车胎等轮胎产品的研发、生产和销售，是我国销售规模最大的轮胎制造企业之 一。 | 打新早知道 | | | 南财快讯 | | --- | --- | --- | --- | | 今日申购 | | | | | 603049.SH 中策橡胶 | | | | | 发行价(元/股) | 机构报价(元/股) | 市值(亿元) | 所属行业 | | 46.50 | 47 | 366.00 | 轮胎制造 | | 发行市盈率 | 行业市盈率 | 可比公司 | 可比公司动态市盈率 | | 12.24 | 22.83 | 玲珑轮胎 | 13.08 | | | | 親親願 | 9.61 | | | | 量轮轮胎 | 10.28 | | 业绩情况 | | | | | 450.0 | | | 140% | | 40 ...

据招股书介绍，中策橡胶旗下拥有"朝阳"、"威狮"、"好运"、"金冠"等一系列知名轮胎品牌，其中"朝 阳"品牌诞生于1966年，并于2004年评为"中国驰名商标"，是我国知名度最高的本土轮胎品牌之一。 同时，依托完善的境内外营销网络体系，公司旗下轮胎产品覆盖了全国大部分省市，进入到一汽解放、 北汽福田、上汽通用、东风日产、吉利汽车、长安汽车、长城汽车、比亚迪汽车等多家知名整车厂商供 应链，并远销欧洲、北美洲、非洲、东南亚以及中东等多个国家和地区。 5月23日，有一只新股可申购，为沪市主板的中策橡胶（603049.SH）。该公司主要从事全钢胎、半钢 胎、斜交胎和车胎等轮胎产品的研发、生产和销售，是我国销售规模最大的轮胎制造企业之一。 | 打新早知道 | | | 南财快讯 | | --- | --- | --- | --- | | 今日申购 | | | | | 603049.SH 中策橡胶 | | | | | 发行价(元/股) | 机构报价(元/股) | 市值(亿元) | 所属行业 | | 46.50 | 47 | 366.00 | 轮胎制造 | | 发行市盈率 | 行业市盈率 | 可比公司 | 可比公司动态市盈率 ...

1只新股今日发行，古麒绒材发行5000.00万股，发行价12.08元，募资金额6.04亿元。 证券时报·数据宝统计显示，以发行日期为基准，截至5月19日，今年以来共有38家公司首发募资，累计 募资金额达256.76亿元，单家公司平均募集资金6.76亿元。分区间来看，募资金额超10亿元的有7家，募 资金额5亿元至10亿元的有15家，募集资金在5亿元以下的有16家。 按不同板块统计，今年以来沪市主板发行新股8只，募资86.76亿元；深市主板发行新股6只，募资31.20 亿元；创业板发行新股16只，募资88.81亿元；科创板发行新股5只，募资34.65亿元；北交所发行新股3 只，募资15.34亿元。 天有为为今年以来募资金额最多的公司，首发募集资金达37.40亿元，募资主要投向汽车电子智能工厂 建设项目，补充流动资金，智能座舱生产基地建设项目等；其次是开发科技，募资金额为11.69亿元， 募资主要用于成都长城开发智能计量终端自动化生产线建设项目，补充流动资金，成都长城开发智能计 量产品研发中心改扩建项目等。募集资金较多的还有兴福电子、汉朔科技、N威高等，分别募资11.68亿 元、11.62亿元、10.90亿元。 发 ...

股票研究 /[Table_Date] 2025.05.19 新股首日涨幅收敛，申购收益增厚有限 本周新股发行信息 [table 优优绿能_NewStock] （301590.SZ）发行 1050 万股 中策橡胶（603049.SH）发行 8745 万股 ——次新市场周报（2025 年 5 月第 2 周） | [table_Authors] 王政之(分析师) | 施怡昀(分析师) | 王思琪(分析师) | | --- | --- | --- | | 021-38676666 | 021-38676666 | 021-38676666 | | 登记编号 S0880517060002 | S0880522060002 | S0880524080007 | 本报告导读： 5 月第 2 周，次新板块延续上行趋势，领涨市场。当周上市 2 只新股首日涨幅收敛 至 100%附近，合计贡献 A/B 类投资者单账户打满收益 9.60 / 9.57 万元，对应 5 亿 规模账户增厚收益率为 0.19‰/0.19‰，收益增量有限。 投资要点： 股 票 研 究 新 股 研 究 -IPO 专 题 券 研 究 报 告 请务必阅读正文之后的 ...

Group 1: New IPOs - This week, there are two new stocks available for subscription, one on the Shanghai Stock Exchange and one on the Shenzhen Stock Exchange [1] - The Shanghai Stock Exchange new stock, Zhongce Rubber, is one of the largest tire manufacturers in China, focusing on the research, production, and sales of all-steel tires, semi-steel tires, bias tires, and automotive tires [2][7] - The Shenzhen Stock Exchange new stock, Guqi Down Material, specializes in high-spec down products, with a focus on the research, production, and sales of down products used in clothing and bedding [3][6] Group 2: Company Performance - Zhongce Rubber's revenue for 2023 to Q1 2025 is projected to be 35.252 billion yuan, 39.255 billion yuan, and 10.641 billion yuan, respectively, with net profits of 2.638 billion yuan, 3.787 billion yuan, and 1.152 billion yuan [2] - Guqi Down Material's revenue for the same period is expected to be 830 million yuan, 967 million yuan, and 193 million yuan, with net profits of 122 million yuan, 168 million yuan, and 38.1 million yuan [3] Group 3: Fundraising and Projects - Zhongce Rubber plans to raise 4.85 billion yuan through its IPO to fund projects including a high-performance radial tire green 5G digital factory and a production line for 2.5 million sets of all-steel radial heavy-duty tires [3] - Guqi Down Material aims to raise 604 million yuan for projects such as a green manufacturing project for functional down and upgrading its technology and research center [3] Group 4: Regulatory Changes - The China Securities Regulatory Commission has revised the "Regulations on the Supervision of Fundraising by Listed Companies," emphasizing that raised funds should be used specifically for main business operations and improving the efficiency of fund usage [4][5] - The revised regulations also impose stricter supervision on changes in the use of raised funds and require timely disclosure of any related issues [5]