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冲刺深主板:世盟股份1月23日招股,首程控股(0697.HK)以最大外部投资方身份享红利
Cai Fu Zai Xian· 2026-01-19 09:16
Core Viewpoint - Shimen Supply Chain Management Co., Ltd. has officially launched its IPO process on the Shenzhen Stock Exchange, marking a significant milestone in its development and signaling the value realization of its core capital strength [1] Group 1: Company Overview - Shimen Supply Chain focuses on providing customized, integrated, and embedded supply chain logistics solutions for multinational manufacturing enterprises, covering key areas such as transportation, warehousing, and customs management [2] - The company has established strong partnerships with industry giants like Beijing Benz, Maersk, and Tetra Pak, and has received multiple honors, including the AAAA-level logistics enterprise award from the China Federation of Logistics and Purchasing [2] Group 2: IPO Details - The IPO plans to publicly issue 23.0725 million shares, with the raised funds aimed at expanding supply chain operations, constructing operation centers, upgrading information technology, and supplementing working capital [2] Group 3: Investment Insights - With Shimen's entry into the A-share market, the value of the shares held by Shicheng Holdings is expected to significantly increase, providing substantial investment returns and solid capital support for future investments in new economic infrastructure [3] - Shicheng Holdings has achieved over 4 times absolute returns on its investment portfolio, with early investments in key companies like Yushu Technology and Yinhai General exceeding 10 times returns, showcasing strong market foresight [3] Group 4: Innovative Strategies - Shicheng Holdings has launched the "Breaking the Wall Plan" live streaming initiative, creating a unique platform for robot product sales and transactions, which integrates product display, industry analysis, immediate ordering, and delivery fulfillment [4] - This live streaming initiative is part of a broader strategy to enhance investment value through ecosystem operations, effectively shortening the path from technological achievements to market applications [4] Group 5: Market Context - The robot industry is entering a critical year of "mass production and accelerated commercialization," with national policies strengthening core technology development and local plans for trillion-level industrial clusters, projecting the market scale to exceed 1.5-2 trillion yuan [5] - Shicheng Holdings is positioned to benefit from early investments and innovative models, with ongoing share repurchase plans enhancing valuation recovery potential [5]