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LED照明圈,4家A股上市公司排队赴港IPO!背后释放了重要什么信号?
Sou Hu Cai Jing· 2025-10-20 00:16
当前,"A+H"双轨模式成为中国企业叩开国际资本市场大门、加速国际化发展进程的高效途径。 步入2025年,"A+H"两地上市的热潮持续升温,在相关政策机制不断完善、企业国际化战略驱动下,不少A股公司选择赴港上市,冲刺"A+H"双融资平 台,其中不乏LED照明产业链关联企业。本期,关注! ▲"A+H"两地上市热潮持续升温。图为2024年11月8日,晶科电子在港交所上市。 赴港上市之 东山精密 10月16日,苏州东山精密制造股份有限公司(股票简称:东山精密股票代码:002384)披露公告称,公司拟发行境外上市外资股(H股)并在港交所主板 上市。本次发行上市相关决议的有效期,为自公司股东会审议通过之日起24个月。此外,东山精密还拟聘请天健国际会计事务所有限公司作为其此次赴港 上市的审计机构。 东山精密表示,此举旨在进一步推动公司国际化战略发展,打造国际化资本运作平台,提升国际品牌知名度和综合竞争力。本次发行H股所募集资金扣除 发行费用后,计划用于项目投产、新产能建设及技术改造、未来潜在并购及战略投资等。 东山精密,始创于1980年,于2010年在深交所挂牌上市。自成立以来,东山精密通过内生外购、深耕拓展、优化主业, ...
东鹏饮料资本梦不灭二度递表港股 业绩狂飙林木勤家族累计变现超50亿
Chang Jiang Shang Bao· 2025-10-12 23:34
这是东鹏饮料年内第二次递表。其首次递表在半年前的4月3日,10月3日,相关材料失效。 2021年5月,东鹏饮料通过IPO登陆A股市场,至今不过4年多。 执着于IPO上市的背后,是东鹏饮料的资本之梦未灭。2022年,东鹏饮料还曾计划赴瑞士上市。 东鹏饮料已经成长为中国功能饮料之王,经营业绩出现狂飙之势。 长江商报消息 ●长江商报记者 沈右荣 不差钱的东鹏饮料(605499.SH)执意在港股通过IPO上市。 10月9日,东鹏饮料递表香港联交所,开启新一轮IPO征程。 2018年,公司营业收入30.38亿元、归母净利润2.16亿元。历经连续6年快速增长,2024年,公司营业收入、归母净 利润分别达到158.39亿元、33.27亿元。这几年,其归母净利润累计增长逾14倍。2025年上半年,公司营收净利同 比增速均超过30%。 业绩狂飙、不缺钱的东鹏饮料仍然做着资本梦,公司称,深入推进全球化战略,提高资本实力和综合竞争力。 备受关注的是,林木勤家族开启了变现盛宴,减持套现、高比例现金分红接连上演。 根据长江商报记者粗略估算,截至目前,林木勤家族累计已变现超过50亿元。 执着IPO与"大存大贷" 东鹏饮料再度递表港股。 ...
三一重工赴港上市获证监会备案 拟发行不超过10.83亿股
Feng Huang Wang· 2025-10-09 01:28
海外市场近年来成为国内工程机械企业业绩增长的主要驱动力。2025年上半年,三一重工海外收入为 263.02亿元,占总营收比重达60.26%,海外业务毛利率为31.18%,较国内市场的毛利率高出9.08个百分 点。 据了解,三一重工最早于今年2月表示,正在筹划境外发行股份(H股)并在香港联交所上市事项,意 在深入推进公司全球化战略,加强与境外资本市场对接,进一步提升公司治理透明度和规范化水平。 5月,三一重工正式向港交所递交招股书,中信证券担任独家保荐人。 三一重工是国内工程机械龙头,由三一集团投资创建于1994年,2003年在A股上市,产品包括混凝土机 械、挖掘机械、起重机械、桩工机械等。2025年上半年,公司实现营收445.34亿元,同比增长14.96%; 净利润52.16亿元,同比增长46%。 千亿工程机械龙头港股上市申请获中国证监会备案。 10月8日,三一重工(600031)公告称,公司于近日收到了中国证监会出具的《关于三一重工股份有限 公司境外发行上市备案通知书》,公司拟发行不超过10.83亿股境外上市普通股并在香港联合交易所上 市。 公告表示,公司自备案通知书出具之日起12个月内未完成境外发行上市, ...
海澜之家拟赴港上市,加速出海多元发展,半年海外收入增27.42%
Sou Hu Cai Jing· 2025-09-20 09:23
Core Viewpoint - Haier's Home, known as the "men's wardrobe," is facing unprecedented growth challenges, with declining revenue from its main brand and a reduction in store count, prompting the company to seek a breakthrough through a Hong Kong IPO aimed at international markets [1] Group 1: Market Environment - The timing for the Hong Kong IPO is favorable due to a "golden window period" in the capital markets of mainland China and Hong Kong, supported by recent policies from the China Securities Regulatory Commission encouraging leading companies to list in Hong Kong [3][5] - The Hong Kong Stock Exchange has introduced new listing approval processes to enhance efficiency, reducing the issuance threshold for A-share companies with market capitalizations over HKD 10 billion, leading to a significant increase in IPO fundraising [5][7] Group 2: Company Performance - In the first half of the year, the company's total revenue grew slightly by 1.73% to CNY 11.566 billion, but the main brand "Haier's Home" saw a revenue decline of 5.86% to CNY 8.395 billion, marking the lowest level in three years [9] - The number of physical stores decreased from 6,006 at mid-2023 to 5,723, indicating the end of an aggressive expansion strategy [11] Group 3: Strategic Shift - The company has recognized the need to move beyond its reliance on a single brand, as its traditional "light asset" model has led to weaknesses in product design and innovation, making it vulnerable to competition from international fast-fashion brands [11][13] - The new leadership, under Chairman Zhou Licheng, aims to reverse the domestic market decline, with the Hong Kong listing seen as a crucial step in this strategy [15] Group 4: International Expansion - The company has been expanding internationally since 2017, with overseas revenue reaching CNY 206 million in the first half of the year, a 27.42% increase, and a total of 111 overseas stores as of June [16] - The strategic plan includes entering new markets in Central Asia, the Middle East, and Africa, with a focus on adapting products and marketing strategies to local markets [17][19]
“A+H”模式热潮涌动 龙头企业密集赴港上市
Zheng Quan Ri Bao· 2025-09-03 16:43
Group 1 - The trend of A+H listings is gaining momentum, with nearly 30 A-share companies disclosing their plans to list in Hong Kong since August [1] - Major companies like Luxshare Precision and Shenghong Technology have formally submitted applications for H-share listings [1] - The encouragement from policies, simplified listing procedures, and the favorable valuation and liquidity of the Hong Kong market are driving this trend [1] Group 2 - A-share companies planning to list in Hong Kong span multiple industries, including semiconductors, machinery, pharmaceuticals, food, and media, with semiconductors being the most represented [2] - Semiconductor companies require substantial funding for R&D and expansion, and the Hong Kong market offers a broad financing channel and supports internationalization [2] - Companies like Sanan Optoelectronics and Gree Energy are seeking H-share listings to enhance their global strategies and brand image [2] Group 3 - Companies like Guangzhou Ruoyuchen Technology are pursuing Hong Kong IPOs to strengthen their capital and competitiveness, aligning with their global market expansion strategies [3] - The A+H dual-track model is becoming an effective way for Chinese companies to access international capital markets and accelerate globalization [4] - H-share listings are seen as a key move in global strategies, allowing companies to integrate global resources and enhance brand recognition [4] Group 4 - Increasing numbers of A-share companies are leveraging Hong Kong as an international financing platform to expand global capital and enhance brand influence [5] - New policies, such as the "Science and Technology Enterprise Special Line," are expected to encourage more biotech and specialized technology companies to list in Hong Kong [6]
牧原股份上半年实现高盈利高分红 先进生产力输出助企业迈入下一增长级
20日当晚,证券时报·e公司记者从牧原股份举行的业绩交流会上获悉,当前企业内部优秀场线生产成本 已降至11元/公斤下方,为进一步提升总体降本成绩打开空间。而在持续践行出海战略的当下,牧原股 份领先行业的先进生产管理能力,也将被复制到需求旺盛的海外市场,助力企业迈入下一增长级。 降本成绩凸显铸就高盈利 经历2024年的周期回暖后,2025年上半年国内生猪市场价格整体呈现了高位震荡回落态势,行业整体盈 利能力有所下滑。 不过在成本把控能力不断提升的加持下,牧原股份仍逆势维持了超强盈利能力。 据公司在业绩交流会中透露,今年年初以来,得益于技术创新和管理优化方面的协同发力,公司实现了 关键生产指标的稳步提升及内部成本方差的持续缩小,企业成本下降进展符合预期,从1月份的13.1元/ 公斤已逐月下降至7月份的11.8元/公斤,其中成本下降排除饲料原料价格波动因素,均来源于生产成绩 改善与单位期间费用下降。 值得关注的是,当前牧原股份部分优秀场线已能够将成本降至11元/公斤以下,为该公司进一步压减成 本提供了可能性。 公司高管也在交流会中表示,今年上半年企业内部成本离散度明显收窄,但仍存在一定差异。公司会整 合内部资源,搭 ...
87家A股公司筹划赴港上市,10家市值超千亿,港交所新规加速全球化布局
Jin Rong Jie· 2025-08-16 11:36
Group 1 - The core viewpoint of the article highlights the increasing trend of A-share companies planning to list in Hong Kong, with Meijin Energy being the latest to announce its intention to issue H-shares and list on the Hong Kong Stock Exchange [1][2][3] - As of August 13, 2023, a total of 87 A-share companies have announced plans to issue H-shares, with 10 companies having a market capitalization exceeding 100 billion RMB, and 8 companies between 50 billion to 100 billion RMB [2] - The Hong Kong IPO market has shown strong performance in the first seven months of 2023, with 53 new stocks listed and a total fundraising amount of approximately 127 billion HKD, reflecting a year-on-year increase of over six times [2] Group 2 - Meijin Energy's announcement of its H-share listing is aimed at enhancing its overseas financing capabilities and improving governance transparency, as it is one of the largest independent producers of coking coal and coke in China, with a coking capacity of 7.15 million tons per year and coal production capacity of 6.3 million tons per year [3] - The primary motivations for many companies choosing to list in Hong Kong include global strategic expansion and financing needs, with firms like Luxshare Precision, Joyson Electronics, and Wankang Technology indicating that listing in Hong Kong will help them access international markets and attract strategic investors [3] - Hong Kong serves as a crucial bridge between the domestic and international markets, providing significant financing channels for mainland companies, especially in the current low-interest-rate environment where traditional bank product yields are declining [3]
中微半导筹划香港上市,科创板芯片设计企业开启全球化新征程
Xin Lang Cai Jing· 2025-07-22 12:25
点击查看公告原文>> 声明:市场有风险,投资需谨慎。 本文为AI大模型基于第三方数据库自动发布,任何在本文出现的信 息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成 个人投资建议。受限于第三方数据库质量等问题,我们无法对数据的真实性及完整性进行分辨或核验, 因此本文内容可能出现不准确、不完整、误导性的内容或信息,具体以公司公告为准。如有疑问,请联 系biz@staff.sina.com.cn。 来源:新浪港股-好仓工作室 2025年7月23日,中微半导体(深圳)股份有限公司发布公告,公司于7月21日召开了第二届董事会第二 十四次会议、第二届监事会第二十一次会议,审议通过了《关于公司发行H股股票并在香港联合交易所 有限公司上市的议案》等相关议案。公司拟发行境外上市外资股(H股)股票并申请在香港联合交易所 主板挂牌上市,目的是深化公司全球化战略布局,提升公司国际化品牌形象,多元化公司融资渠道,进 一步提升公司核心竞争力。公司将在股东大会决议有效期内(即经公司股东大会审议通过之日起24个月 或同意延长的其他期限)选择适当的时机和发行窗口完成本次发行上市。本次发行H股并上市尚 ...
三一重工闯关港交所上市,将募资用于扩大海外制造能力等
Sou Hu Cai Jing· 2025-07-05 16:15
Core Viewpoint - The China Securities Regulatory Commission (CSRC) has disclosed supplementary material requirements for overseas listing applications, involving five companies, including SANY Heavy Industry, which aims to enhance its global strategy and governance transparency through a listing on the Hong Kong Stock Exchange [1][9]. Company Overview - SANY Heavy Industry, founded in 1994, is a leading engineering machinery manufacturer in China, with its history tracing back to 1989. The company was established as a limited liability company focused on engineering machinery manufacturing [3][5]. - The company is controlled by SANY Group and its founders, holding approximately 33.73% of the total share capital [3][5]. Financial Performance - SANY Heavy Industry reported revenues of approximately RMB 808.39 billion, RMB 740.19 billion, and RMB 783.83 billion for the years 2022, 2023, and 2024, respectively. The gross profits for the same years were about RMB 182.96 billion, RMB 195.76 billion, and RMB 209.03 billion, with net profits of RMB 44.33 billion, RMB 46.06 billion, and RMB 60.93 billion [7][8]. - The company's revenue primarily comes from excavators, concrete machinery, and cranes, with excavator revenue accounting for 44.2%, 37.3%, and 38.8% of total revenue in the respective years [8]. Listing Plans - SANY Heavy Industry submitted its prospectus to the Hong Kong Stock Exchange on May 22, 2023, intending to raise funds to develop its global sales and service network, enhance brand recognition, and expand overseas manufacturing capabilities [9]. - The CSRC has requested SANY Heavy Industry to clarify discrepancies in the identification of its controlling shareholders and provide a conclusive opinion regarding the Hunan SANY Industrial Vocational and Technical College, which was established in 2010 [10].
海天味业H股发行火爆预计筹资92亿 程雪成功突围首季盈利22亿延续增长
Chang Jiang Shang Bao· 2025-06-17 23:40
Core Viewpoint - The successful H-share IPO of Haitian Flavor Industry Co., Ltd. (海天味业) reflects strong market confidence and a turnaround in the company's performance under the new leadership of Cheng Xue, following a challenging period marked by declining profits and controversies [2][4][10]. Group 1: H-share IPO Details - The H-share IPO was oversubscribed with a subscription multiple of 698.57 times, raising approximately HKD 101 billion (around RMB 92 billion) at a final price of HKD 36.3 per share [2][9]. - The IPO attracted significant interest from global investors, with cornerstone investors collectively subscribing to about 129 million shares, totaling approximately HKD 47 billion [9]. - The company plans to issue approximately 279 million H-shares, with the shares expected to begin trading on June 19 [8][9]. Group 2: Financial Performance - After two years of declining profits, the company reported a revenue of RMB 269.01 billion and a net profit of RMB 63.44 billion in 2024, marking a year-on-year growth of 9.53% and 12.75% respectively [13]. - In the first quarter of 2024, the company continued its growth trajectory with revenues of RMB 83.15 billion and a net profit of RMB 22.02 billion, reflecting increases of 8.08% and 14.77% year-on-year [13]. - The company had previously faced challenges, with revenues and net profits declining in 2022 and 2023 due to controversies and market pressures [12][13]. Group 3: Strategic Goals and Global Expansion - The primary objectives of the IPO include enhancing global brand image, increasing international competitiveness, and expanding overseas market presence [15]. - The company aims to increase the proportion of overseas revenue to 15% within three years, targeting approximately RMB 40 billion in overseas income based on projected revenues of RMB 270 billion [17]. - Plans for international expansion include establishing production bases in Indonesia and Europe, with a goal of sourcing over 50% of raw materials from overseas [15][17].