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打新早报| 动力电池防护材料全球第二固德电材上市,值得投资吗?
Sou Hu Cai Jing· 2026-02-25 01:15
今日有1只新股申购,固德电材(301680.SZ),发行价为58.00元/股。 特别提示:对于不看好的新股可以选择不参与,不能"闭眼打新"或"随意弃购",避免影响自身打新资格。 | 发行静态市盈率 (扣非) | 27.75 | | --- | --- | | 同行平均静态市盈率 | 156.2 | | 可比公司1: 浙江荣泰 | 156.2 | | 申购推荐指数 | ★ ★★ | | 营收规模 | | | 上年度营业收入 (亿元) | 9.08 | | 上年度净利润 (亿元) | 1.72 | | 上年度扣非利润(亿元) | 1.73 | | 盈利能力 | | | 上年度毛利率 | 37.02% | | ┣年度ROE | 33.38% | | 成长性 | | | 过去三年营收复合增速 | 32.52% | | 过去三年扣非净利润复合增速 | 44.98% | | 最新预告营收增长中枢 | 20.05% | | 最新预告扣非净利润增长中枢 | 1.30% | 科创及稀缺属性 上年研发费用率 A股是否有主营产品相同的公司 星级依据 固德电材主营业务为动力电池热失控防护零部 件。公司全球市场份额在15%到20%之间 ...
新易盛、中际旭创均获融资资金买入约百亿元丨资金流向周报
Market Overview - The Shanghai Composite Index increased by 0.41% to close at 4082.07 points, with a weekly high of 4142.56 points [1] - The Shenzhen Component Index rose by 1.39% to 14100.19 points, reaching a peak of 14296.48 points [1] - The ChiNext Index saw a 1.22% increase, closing at 3275.96 points, with a high of 3348.48 points [1] - In the global market, the Nasdaq Composite fell by 2.1%, the Dow Jones Industrial Average decreased by 1.23%, and the S&P 500 dropped by 1.39% [1] - In the Asia-Pacific region, the Hang Seng Index rose by 0.03%, while the Nikkei 225 Index increased by 4.96% [1] New Stock Issuance - Two new stocks were issued during the week: Tongbao Optoelectronics (920168.BJ) on February 9, 2026, and Tongling Technology (920187.BJ) on February 11, 2026 [2] Margin Trading - The total margin trading balance in the Shanghai and Shenzhen markets was 25,797.58 billion yuan, with a financing balance of 25,640.12 billion yuan and a securities lending balance of 157.46 billion yuan [3] - The margin trading balance decreased by 752.4 billion yuan compared to the previous week [3] - The Shanghai market's margin trading balance was 13,113.7 billion yuan, down by 356.66 billion yuan, while the Shenzhen market's balance was 12,683.88 billion yuan, down by 395.74 billion yuan [3] - A total of 3,486 stocks had margin buying, with 184 stocks having over 1 billion yuan in buying amounts, led by Xinyi Technology (103.25 billion yuan), Zhongji Xuchuang (98.63 billion yuan), and Wangsu Science and Technology (74.22 billion yuan) [3] Fund Issuance - Seven new funds were issued during the week, including Guoshou Anbao Enhanced Return Bond E, Huafu Anhua Bond D, Dongfanghong Monetary F, Bank of China Health Life Mixed C, Huitianfu Tiantianle Double Win Bond E, Nuoan Selected Return Mixed C, and Changsheng Electronic Information Theme Mixed C [5] Share Buybacks - Eight companies announced share buybacks, with the highest amounts executed by Luxshare Precision (002475), Hengyi Petrochemical (000703), Linyang Energy (601222), Kaiying Network (002517), and Huitai Medical (688617) [7] - The industries with the highest buyback amounts were electronics, petroleum and petrochemicals, and public utilities [8]
马年首批新股来了!
根据目前安排,本周将迎来马年首批可申购新股。一只为高端电声"小巨人",另一只为全球新能源汽车动力电池安全防护部件的核心供应商。 据目前安排,若无变化,本周(2月23日至27日)有2只新股可申购,包括创业板1只和北交所1只。 | 股票代码 | 股票简称 | 网上申购日 | 申购代码 | 发行价(元/股) | 首发市盈率(倍) | 申购上限(股) | | --- | --- | --- | --- | --- | --- | --- | | 920183. BJ | 海菲曼 | 2月24日 周二 | 920183 | 19.71 | 14. 99 | 473, 700 | | 301680. SZ | 固德电材 | 2月25日 周三 | 301680 | | | 4, 500 | 周二 海菲曼: 公司是国内少数拥有全球影响力的高端电声品牌商,主要从事自主品牌"HIFIMAN"终端电声产品的设计、研发、生产和销售,公司产品包括头戴式耳 机、真无线耳机、有线入耳式耳机、播放设备等。公司专注"还原最真实声音",产品定位高端电声市场,致力于为全球用户提供HiFi(High-Fidelity,高 保真)级听音享受。 海菲曼 ...
A股迎马年首批新股
Huan Qiu Wang· 2026-02-23 01:53
【环球网财经综合报道】根据发行安排,A股市场将迎来马年的首批新股申购,共计两只新股。2月24日投资者可申购北交所新股海菲曼,2月25 日可申购创业板新股固德电材。 另一只新股固德电材,是国内新能源汽车电池绝缘材料领域的企业。此次公开发行股票数量为2070万股,网上发行申购上限为4500股,顶格申购 需配深市市值4.5万元。 固德电材深耕新能源汽车动力电池热失控防护领域,同时巩固电力电工绝缘业务,并加速铜铝复合材料等新产品的研发。在新能源汽车领域,固 德电材已成为多家全球知名整车制造商及电池生产商的一级供应商;在电力电工领域,其客户覆盖国内核心电力设备厂商。业绩方面,2023年至 2025年,固德电材营业收入分别为6.51亿元、9.08亿元、11.06亿元,净利润分别为1亿元、1.72亿元、1.79亿元。(闻辉) 公开信息显示,海菲曼是国内少数拥有全球影响力的高端电声品牌商,其发行价定为19.71元/股,发行市盈率为14.99倍。此次公开发行股票数量 为1052.7万股。其自主品牌"HIFIMAN"终端电声产品从事设计、研发、生产与销售,产品种类涵盖头戴式耳机、真无线耳机等多款电声产品。业 绩方面,2023年至 ...
马年首只申购新股定了!耳机界“爱马仕”海菲曼大年初八申购,固德电材拟募资超11亿元紧随其后
Jin Rong Jie· 2026-02-14 09:35
随着2026年春节假期即将来临,A股农历蛇年也迎来收官。据东方财富choice数据,截至目前,有15只 新股登陆A股市场,其中7只北交所上市,4只科创板上市,3只沪主板上市,1只深主板上市。 根据安排,A股2月16日(星期一)至2月23日(星期一)休市,2月24日(星期二)大年初八起照常开 市。 港股方面,2月16日(星期一)除夕上午开市半天,下午休市。2月17日(星期二)至2月19日(星期 三)休市,2月20日(星期五)初四开市。 值得一提的是,2月24日,A股节后开市的第一天,海菲曼将开启申购,该股将在北交所上市。另外, 将在创业板上市的固德电材则将在2月25日开启申购。根据安排,暂未有新股在2月24日上市。 耳机界"爱马仕"海菲曼将2月24日申购 即将在2月24日开启申购的海菲曼,主要从事自主品牌"HIFIMAN"电声产品的设计、研发、生产和销 售,产品包括头戴式耳机、真无线耳机、有线入耳式耳机、播放设备等。 海菲曼实控人边仿直接持有公司58.03%股权,并通过与珠海音速感、珠海高清领先、珠海时空转换的 一致行动关系,控制公司27%的表决权,合计控制公司表决权比例为85.03%。 海菲曼的毛利率较高,数 ...
新股新债日历|2.10—2.16
Xin Lang Cai Jing· 2026-02-11 10:16
Summary of Key Points Core Viewpoint - The article provides information on the upcoming IPO of Tongling Technology, including its issuance date, price, and subscription limits. Group 1: IPO Details - The IPO for Tongling Technology is scheduled for February 11, 2026, with a subscription period from February 10 to February 16, 2026 [1][2]. - The issuance price for Tongling Technology is set at 29.62 yuan per share [1][2]. - The maximum personal subscription limit for investors is 70,200 shares [1][2].
中际旭创上周获融资资金买入近180亿元丨资金流向周报
Market Overview - The Shanghai Composite Index fell by 1.27% to close at 4065.58 points, with a weekly high of 4104.62 points [2] - The Shenzhen Component Index decreased by 2.11% to 13906.73 points, reaching a high of 14213.61 points [2] - The ChiNext Index dropped by 3.28% to 3236.46 points, with a peak of 3390.3 points [2] - In the global market, the Nasdaq Composite Index declined by 1.84%, while the Dow Jones Industrial Average rose by 2.5% and the S&P 500 fell by 0.1% [2] - In the Asia-Pacific region, the Hang Seng Index decreased by 3.02%, and the Nikkei 225 Index increased by 1.75% [2] New Stock Issuance - Three new stocks were issued last week, including: - 易思维 (688816.SH) on February 2, 2026 - 海圣医疗 (920166.BJ) on February 4, 2026 - 爱得科技 (920180.BJ) on February 2, 2026 [3] Margin Trading - The total margin trading balance in the Shanghai and Shenzhen markets was 26,549.98 billion yuan, with a financing balance of 26,383.84 billion yuan and a securities lending balance of 166.14 billion yuan [4] - The margin trading balance decreased by 514.76 billion yuan compared to the previous week [4] - The Shanghai market's margin trading balance was 13,470.36 billion yuan, down by 270.75 billion yuan, while the Shenzhen market's balance was 13,079.62 billion yuan, down by 244.01 billion yuan [4] - A total of 3,485 stocks had margin buying, with 193 stocks having buying amounts exceeding 1 billion yuan, led by 中际旭创 (179.37 billion yuan), 新易盛 (169.0 billion yuan), and 信维通信 (81.09 billion yuan) [4] Fund Issuance - One new fund was issued last week: 民生加银现金增利货币C [6] Share Buybacks - Eight companies announced share buybacks last week, with the top five by execution amount being: - 步长制药 (603858) - 金田铜业 (未提供代码) - 中炬高新 (600872) - 极米科技 (未提供代码) - 泰禾智能 (603656) [8] - The highest amounts for buybacks were in the pharmaceutical, non-ferrous metals, and food and beverage industries [8]
本周一只新股可申购 汽车电子“小巨人”来了
Core Viewpoint - Tongbao Optoelectronics is a domestic automotive electronics "small giant" enterprise, focusing on the research, production, and sales of automotive electronic components, with a public offering price of 16.17 yuan per share and a price-to-earnings ratio of 14.99 times [2]. Company Overview - Tongbao Optoelectronics specializes in automotive electronic components, including automotive lighting systems, electronic control systems, and energy management systems. Its main products are LED car lamp modules, driving controllers, and complete lamp assemblies, serving major automotive manufacturers such as SAIC-GM-Wuling, GAC Aion, and Dongfeng Nissan [2]. - The company has a strong emphasis on technological research and product innovation, holding 79 patents, including 18 invention patents, and has led the drafting of industry standards for automotive LED modules [2]. Industry Recognition - Tongbao Optoelectronics has been recognized as a national-level specialized and innovative "small giant" enterprise and has received various accolades, including being designated as a provincial industrial design center and a technology center in Jiangsu Province [2]. Financial Performance - The projected revenues for Tongbao Optoelectronics are 390 million yuan in 2022, 529 million yuan in 2023, 588 million yuan in 2024, and 717 million yuan in 2025. The net profits are expected to be 37 million yuan, 62 million yuan, 83 million yuan, and 80 million yuan for the respective years [3].
新股提醒|2月3日新股、新债提醒
Xin Lang Cai Jing· 2026-02-03 05:36
(来源:国信证券北京分公司) 新股、新债申购风险提示: 新股投资或债券交易(包括"打新股"和"打新债")可能获得收益,也可能发生本金损失。在您决 定进行新股或债券交易前,应当全面了解新股或债券交易法律法规、交易所规则、证券公司的业务规 则以及从事新股或债券交易的相关风险和有关证券市场的相关情形,对自身的经济承受能力、风险控 制能力、身体及心理承受能力作出客观判断,对新股或债券交易作仔细研究。本文内容仅供参考,不 构成任何投资建议,投资者据此操作,风险自担。 (来源:国信证券北京分公司) | 股 林平发展 732284 发行价 37.88 主板 科创板 殿 电科蓝天 787818 发行价 9.47 I 新股(债) 上市 股 N世盟 001220 主板 温馨提示:投资有风险,入市需谨慎,请勿参与非法证券活动。 ...
今日,两只新股申购!
证券时报· 2026-02-02 01:54
Group 1: Core Views - The article highlights the recent surge in A-share market, particularly the significant rise of Hengyun Chang, which saw a peak increase of over 320% on its debut, yielding nearly 150,000 yuan per share [1][6] - This week, two new stocks are available for subscription: Yisiwei and Aide Technology, with Yisiwei being a leader in automotive manufacturing machine vision equipment and Aide Technology focusing on orthopedic medical devices [1][4] Group 2: Yisiwei Overview - Yisiwei's offering price is set at 55.95 yuan per share, with a maximum subscription limit of 6,000 shares per account, requiring a market value of 60,000 yuan in the Shanghai market for full subscription [1] - The company has developed over ten products for various automotive manufacturing processes, achieving a market share of 22.5% in China's automotive machine vision sector by 2024, surpassing foreign competitors [2] - Yisiwei's revenue projections for 2022 to 2024 are 223 million yuan, 355 million yuan, and 392 million yuan, respectively, with net profits of 6.12 million yuan, 61.06 million yuan, and 85.64 million yuan [2] Group 3: Aide Technology Overview - Aide Technology's offering price is 7.67 yuan per share, with a maximum subscription limit of 1.3288 million shares [4] - The company specializes in orthopedic medical devices, focusing on a comprehensive range of products for spinal, trauma, and sports medicine, and has developed several core technologies [4] - Revenue forecasts for Aide Technology from 2022 to 2024 are 286 million yuan, 262 million yuan, and 275 million yuan, with net profits of 93 million yuan, 64 million yuan, and 67 million yuan [4]