根据目前发行安排，下周将有2只新股可申购，分别为冷链智能控制"隐形冠军"和A股"铀业第一股"。 拟于下周二（11月18日）申购的精创电气深耕冷链智能装备布局全球市场，公司拥有专业化的冷链物联网产业基地，在中国深圳、南京、上海、徐州，以 及美国、英国、巴西、泰国均设有分子公司，业务遍及全球多个国家和地区。 拟于下周五（11月21日）申购的中国铀业是我国天然铀保障供应的国家队、主力军，也是A股"铀业第一股"。公司是中核集团的重要子企业之一，专业从 事天然铀和放射性共伴生矿产资源综合利用业务。公司掌握丰富的境内外天然铀资源，生产规模行业领先，是全球主要天然铀供应商之一，常年位列全球 前十大天然铀生产商。 中国铀业本次发行股票数量为2.48亿股，网上申购上限为5.2万股，顶格申购需配52万元深市市值。其发行股票数量在今年以来发行新股中排名第六，在深 市主板新股中排名第一，预计将有较高中签率。 展望：下周新股基本面一览 据目前安排，若无变化，下周（11月17日至21日）有2只新股可申购，分别为深市主板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 | 首发市盈率 申购上限 | ...

Key Points - Rongbai Technology has signed a cooperation agreement with CATL, becoming its primary supplier of sodium battery cathode materials, with a commitment to supply at least 60% of CATL's total procurement volume if certain conditions are met [4] - Maihe Co.'s chairman and actual controller has been placed under investigation, with the general manager taking over the chairman's responsibilities [5] - Fudan Microelectronics will see Guosheng Investment become its largest shareholder after acquiring 12.99% of its shares [6][7] - Guolian Minsheng has received approval for stock option market-making business from the China Securities Regulatory Commission [8] - Luoping Zinc & Electric's subsidiary has received approval to resume production at its lead-zinc mine [9] - Heshun Petroleum's actual controller plans to transfer 6% of the company's shares through an agreement, with no change in control expected [10] - Furi Co. has stated that it currently has no plans for capacity expansion despite stock price fluctuations [11] - Joyoung Co. clarified that it operates in the small home appliance sector and does not engage in food and beverage production [12] - Huaxia Happiness reported abnormal stock trading but confirmed no undisclosed major events aside from a pre-restructuring notice [13] - Zhongsheng Pharmaceutical is advancing several clinical trials, but the outcomes remain uncertain [14] - Pingtan Development noted that its stock price has risen sharply without significant changes in fundamentals, indicating potential market overreaction [15] Shareholding Changes - Chahua Co.'s major shareholder plans to reduce its stake by up to 3% [16] - Qianli Technology's shareholder intends to reduce its stake by up to 2% [17] - Gaoling Information's shareholders plan to collectively reduce their stake by up to 1.5% [18] - Guochuang High-tech's major shareholder plans to reduce its stake by up to 1% [19] - China Aluminum's director plans to reduce a very small percentage of shares [20] - Shikong Technology plans to reduce up to 0.29% of its repurchased shares [21] - Xinong Co.'s director plans to reduce up to 0.1925% of shares [22] - Yifeng Pharmacy's vice presidents plan to reduce a total of 213,900 shares [23] Major Contracts - Samsung Medical's subsidiary is expected to win a procurement project from the State Grid worth approximately 168.12 million yuan [24]

Core Viewpoint - The announcement by Hengstar Technology regarding the acquisition of mining rights for the Longtoushan Gold Mine indicates a strategic move to enhance its resource portfolio and operational capabilities in the mining sector [1] Company Summary - Hengstar Technology's wholly-owned subsidiary, Chifeng Yongjin Mining Co., Ltd., received a mining rights certificate from the Chifeng Natural Resources Bureau on November 14, 2025 [1] - The certificate pertains to the Longtoushan Gold Mine, covering an area of 2.4278 square kilometers with a mining depth ranging from 410.0000 meters to 1100.0000 meters [1] - The primary mineral extracted will be gold, with silver as a by-product, and the rights are valid from October 1, 2025, to September 30, 2028 [1] Industry Summary - The acquisition of mining rights reflects ongoing developments in the mining industry, particularly in gold and silver extraction, which may influence market dynamics and investment opportunities [1]

Investment Rating - The report assigns a rating of "Neutral" to China Uranium Industry, with an AHP score of 2.12, placing it in the 28.7% percentile of the non-innovative system AHP model [10][11]. Core Insights - China Uranium Industry is a core enterprise in domestic natural uranium mining, with ongoing overseas capacity expansion. The company has exclusive uranium mining and refining qualifications and has been actively expanding its global footprint, particularly in Namibia and Central Asia [4][12]. - The company is leveraging green technologies to enhance its main business through comprehensive utilization of radioactive co-associated mineral resources, which aligns with the dual carbon policy and the growing demand for upstream raw materials [17][18]. - Global uranium resources are scarce and have high barriers to entry, with China's nuclear power penetration still relatively low, indicating significant growth potential in the nuclear energy sector [21][22]. - The company benefits from long-term supply agreements with its largest customer, China National Nuclear Corporation (CNNC), and is positioned to gain from rising uranium prices due to increasing demand for nuclear energy [23][24]. Summary by Sections AHP Score and Expected Allocation Ratio - The AHP score for China Uranium Industry is 2.12, with expected allocation ratios for offline investors being 0.0307% for Class A and 0.0266% for Class B under a neutral scenario [10][11]. Fundamental Highlights and Features - China Uranium Industry is the core enterprise for natural uranium mining in China, with a focus on expanding overseas production capacity. The company has significant mining rights and has been a major supplier of natural uranium globally [12][14]. - The company has initiated projects for the comprehensive utilization of radioactive co-associated mineral resources, achieving significant recovery of strategic metals [17][18]. Comparable Company Financial Metrics - The company has shown strong revenue growth, with a CAGR of 28.07% from 2022 to 2024, and a net profit CAGR of 4.57% during the same period. The revenue for 2025 is projected to be between 195.00 billion to 200.00 billion yuan [23][24]. Fundraising Projects and Development Vision - The company plans to raise approximately 4.11 billion yuan through the issuance of new shares, which will be allocated to various uranium production projects and comprehensive utilization projects [37][38].

2025年上半年，盛龙股份实现营业收入约为22.89亿元；对应实现归属净利润约为6.04亿元。从往期财务 数据来看，2022—2024年，公司实现营业收入分别约为19.11亿元、19.57亿元、28.64亿元；对应实现归 属净利润分别约为3.44亿元、6.19亿元、7.57亿元。 本次冲击上市，盛龙股份拟募集资金约15.3亿元，扣除发行费用后，将按轻重缓急顺序投资于河南省嵩 县安沟钼多金属矿采选工程项目、矿业技术研发中心项目、补充流动资金及偿还银行贷款项目。 北京商报讯（记者 马换换 王蔓蕾）近日，深交所官网显示，洛阳盛龙矿业集团股份有限公司（以下简 称"盛龙股份"）主板IPO更新披露了招股书，其中最新披露了2025年上半年财务资料。 据了解，盛龙股份致力于有色金属矿产资源的综合开发利用，主要从事重要战略资源钼相关产品的生 产、加工、销售业务，主要产品为钼精矿和钼铁。公司IPO于2025年5月21日获得受理，当年6月8日进 入问询阶段。 ...

Group 1 - Rongbai Technology signed a cooperation agreement with CATL, making Rongbai the primary supplier of sodium battery cathode powder, with a commitment to purchase at least 60% of its total procurement volume annually, potentially reaching 500,000 tons [3] - Meihe Co.'s controlling shareholder and chairman Wang Jinping is under investigation and has been placed under detention, with the general manager Zhang Kaixu taking over the chairman's responsibilities [4] - Fudan Microelectronics announced that Guosheng Investment plans to acquire 12.99% of its shares from Fuxin Fangao, making Guosheng the largest shareholder post-transfer [5] Group 2 - Guolian Minsheng received approval for stock option market-making business from the China Securities Regulatory Commission [6] - Luoping Zinc Electric's subsidiary has received approval to resume production at the Jinpo lead-zinc mine, having met safety and operational requirements [7] - Heshun Petroleum's actual controller and associates plan to transfer 6% of the company's shares through an agreement, maintaining control post-transfer [8] Group 3 - Furi Co. stated that there are currently no expansion plans for its new energy sector, amid stock price volatility and potential irrational speculation [9] - Joyoung Co. clarified that it operates in the small home appliance sector and does not engage in food and beverage production, despite recent market speculation [10][11] - Huaxia Happiness reported abnormal stock trading but confirmed no undisclosed significant matters aside from its pre-restructuring announcement [12] Group 4 - Zhongsheng Pharmaceutical is advancing several clinical trials for its innovative drugs, but the outcomes remain uncertain, including the approval and market competition for its products [13] - Pingtan Development noted that its stock price has risen sharply without significant changes in fundamentals, indicating potential market overreaction [14] Group 5 - Chahua Co. announced that its major shareholder plans to reduce its stake by up to 3% within three months [16] - Qianli Technology's major shareholder intends to reduce its stake by up to 2% through a targeted sale [17] - Gaoling Information's shareholders plan to collectively reduce their holdings by up to 1.5% due to funding needs [18] Group 6 - Guochuang High-tech's major shareholder plans to reduce its stake by up to 1% within three months [19][20] - China Aluminum's director plans to sell a minimal stake of 0.00034% due to personal funding needs [21] - Shikong Technology plans to reduce its repurchased shares by up to 0.29% [22] Group 7 - Xinong Co.'s director plans to reduce his stake by up to 0.1925% due to personal funding needs [23] - Yifeng Pharmacy's vice presidents plan to collectively reduce their holdings by up to 213,900 shares due to personal funding needs [24] Group 8 - Samsung Medical's subsidiary is expected to win a procurement project from the State Grid, with an estimated total bid amount of approximately 168.12 million yuan [26]

Group 1 - Company Xingxing Technology (002132.SZ) announced that its wholly-owned subsidiary, Chifeng Yongjin Mining Co., Ltd., received the "Real Estate Property Certificate (Mining Rights)" from the Chifeng Natural Resources Bureau on November 14, 2025 [1] - The mining rights certificate pertains to the Longtoushan Gold Mine, located in Chifeng City, Kalqin Banner, covering an area of 2.4278 square kilometers [2] - The mining rights are valid from October 1, 2025, to September 30, 2028, with the main mineral being gold and associated minerals including silver [2]

A股打新投资者注意啦！ 根据目前发行安排，下周有2只新股可申购。 具体来看，11月18日可申购北交所新股精创电气，11月21日可申购深交所主板新股中国铀业。 数据显示，在2025年以来发行的A股新股中，中国铀业的发行总数、网上发行数量分别排名第六和第十 一。即投资者若参与申购中国铀业，中签概率较高。 | 证券简称 | 发行总数(亿股) 网上发行(亿股) | | | --- | --- | --- | | 华申新能 | 49. 69 | 21. 95 | | 西安奕材 | 5. 38 | 0. 81 | | 南网数字 | 4.77 | 0. 98 | | 屹唐股份 | 2. 96 | 0. 63 | | 联合动力 | 2. 89 | 0. 81 | | 中国锦业 | 2. 48 | 0. 52 | | | 图为:2025年以来,A股发行总数排名前六的新股 | | | 来源:东财Choice | | | 精创电气是国家级专精特新"小巨人"企业 精创电气的申购代码是920035，发行价为12.10元/股，发行市盈率为13.47倍，参考行业市盈率为41.07 倍。 精创电气此次发行总数为1446万股，其中网上发行数量 ...

Core Viewpoint - The company Stellar Technology (002132) announced that its wholly-owned subsidiary, Chifeng Yongjin Mining Co., Ltd., received a mining rights certificate for the Longtoushan Gold Mine, indicating a significant development in its mining operations [1] Group 1 - The mining rights certificate was issued by the Chifeng Natural Resources Bureau on November 14, 2025 [1] - The area of the Longtoushan Gold Mine is 2.4278 square kilometers, primarily focused on gold mining with silver as a byproduct [1] - The rights for the mining operation are valid from October 1, 2025, to September 30, 2028 [1]

Group 1: New Stock Offerings - Two new stocks are available for subscription next week: Jingchuang Electric on November 18 and China Uranium Industry on November 21 [2][3] - China Uranium Industry ranks sixth in total issuance and eleventh in online issuance among new A-shares since 2025, indicating a higher probability of winning the subscription [3] Group 2: Jingchuang Electric - Jingchuang Electric is recognized as a national-level "specialized and innovative" small giant enterprise, focusing on smart control devices for cold chain equipment and IoT solutions [5][8] - The total issuance of Jingchuang Electric is 14.46 million shares, with an online issuance of 13.01 million shares, and the maximum subscription limit for investors is 650,700 shares [6][7] - The company expects its revenue for 2025 to be between 524 million and 574 million yuan, with a net profit forecast of 58.91 million to 64.80 million yuan [10][11] Group 3: China Uranium Industry - China Uranium Industry holds a dominant position in the domestic natural uranium industry and is a key subsidiary of China National Nuclear Corporation [12][14] - The company plans to issue 248 million shares, with 52.12 million shares available for online subscription, and the maximum subscription limit is 52,000 shares [13] - Revenue for China Uranium Industry is projected to be between 19.5 billion and 20 billion yuan for 2025, reflecting a year-on-year growth of 12.86% to 15.75% [16][17]