Core Viewpoint - Gude Electric Materials (301680.SZ) is set to be available for subscription on the ChiNext board, focusing on the research, production, and sales of components for thermal runaway protection in new energy vehicle (NEV) power batteries and electrical insulation products. The company is recognized as a leading player in the thermal runaway protection sector, crucial for NEV safety, with significant technological advancements and multiple national and provincial recognitions [1][2]. Group 1: Company Overview - Gude Electric Materials specializes in thermal runaway protection components for NEV power batteries and electrical insulation products [1]. - The company has received various accolades, including being recognized as a provincial enterprise technology center in Jiangsu in 2021 and a national "specialized, refined, distinctive, and innovative" small giant enterprise by the Ministry of Industry and Information Technology in 2022 [1]. - As of mid-2025, Gude Electric Materials holds 96 patents, including 36 invention patents and 60 utility model patents [1]. Group 2: Client Relationships - The company has established long-term stable partnerships with several global automotive manufacturers and battery producers, including General Motors, Ford, Stellantis, Tesla, Hyundai-Kia, Toyota, BMW, Geely, Leap Motor, Xpeng, and FAW Group [2]. - Gude Electric Materials has received high recognition from its clients, winning awards such as the "2024 Supplier Quality Excellence Award" from General Motors and "Best Service Supplier of 2024" from Geely Group [2]. Group 3: Financial Performance and Risks - The company's sales revenue from thermal runaway protection products exported to the U.S. from 2022 to mid-2025 were 0.51 billion, 1.13 billion, 2.25 billion, and 0.71 billion yuan, accounting for 10.80%, 17.38%, 24.73%, and 15.44% of total revenue, respectively [2]. - Gude Electric Materials faces trade policy risks, particularly due to fluctuating U.S. tariff policies, which could impact the growth rate of overseas sales and profit margins [2].

一、公司概况 | 名称 | 固德电材系统（苏州） 股份有限公司 | | --- | --- | | 英文名称 | Goode EIS (Suzhou) Corp., Ltd. | | 注册资本 | 6,210 万元 | | 法定代表人 | 朱国来 | | 成立日期 | 2008 年 4 月 21 日 | | 住所 | 苏州市吴江区汾湖镇汾杨路88号 | | 电话 | 0512-63263150 | 二、主营业务 公司专注于新能源汽车动力电池热失控防护零部件及电力电工绝缘产品的研发、生产和销售，为客户提供定制化的热失控防护解决方案和电力电工高性能 绝缘解决方案。新能源汽车动力电池热失控防护零部件以云母、高性能树脂为核心基础材料制成，可复合超级棉、气凝胶等材料增强隔热性能，产品覆盖 电芯、模组、电池包等各层级的热失控防护；电力电工绝缘产品涵盖绝缘树脂、云母制品、柔性及刚性类复合材料和绝缘结构件等，可精准满足电力发 电、输配电尤其是特高压领域的严苛绝缘需求。 公司致力于成为全球领先的新能源汽车动力电池热失控防护零部件及方案的提供商，依托在电力电工绝缘领域积累的云母材料相关核心技术和树脂调配工 艺，创新性地实现了从电 ...

Core Viewpoint - Weimars (688612.SH) has achieved rapid growth in its operating performance, with a record net profit of approximately 557 million yuan in 2025, marking a year-on-year increase of 39.22% [1][3]. Financial Performance - In 2025, Weimars reported an operating revenue of approximately 6.342 billion yuan, a slight decrease of 0.48% compared to the previous year [3]. - The net profit attributable to shareholders reached about 557 million yuan, representing a year-on-year growth of 39.22%, while the non-recurring net profit was approximately 521 million yuan, up 46.71% year-on-year [3]. R&D Investment - Weimars has consistently increased its R&D investment for four consecutive years, with expenditures rising from 76.56 million yuan in 2020 to 385 million yuan in 2024, and 309 million yuan in the first three quarters of 2025 [4]. - The company focuses on optimizing product performance through technological innovation, which enhances its market competitiveness in the rapidly evolving electric vehicle sector [4]. Market Position and Strategy - Weimars specializes in the electric vehicle sector, primarily producing onboard power products such as onboard chargers and integrated power products [4]. - The company has secured 26 overseas patents related to magnetic integration technologies and has established partnerships with major automotive manufacturers like XPeng Motors and Changan Automobile [4]. - By aligning its product structure with market demand and increasing the sales proportion of high-value products, Weimars has improved its profitability [3].

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 ...

从打新时间来看，2月24日，海菲曼将率先启动申购。据悉，海菲曼主要从事自主品牌"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。公司本次发行价格为19.71元/股。 固德电材将于2月25日启动申购，公司专注于新能源汽车动力电池热失控防护零部件及电力电工绝缘产 品的研发、生产和销售，为客户提供定制化的热失控防护解决方案和电力电工高性能绝缘解决方案。 北京商报讯（记者 马换换 李佳雪）马年首批打新个股来了！根据安排，2月23日—27日这周，将有海菲 曼（920183）、固德电材（301680）2股启动申购。 ...

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 ...

Group 1 - The core reason for the stock surge of Hesheng Co., Ltd. is attributed to significant investments in the new energy sector, with an investment of 850 million yuan aimed at constructing high-end components for electric vehicles, aligning with national industrial policies and receiving local government support [2] - The company is expected to see a substantial increase in net profit by 64%-120% in 2025, driven primarily by its new energy components business, indicating a positive growth trend [2] - The new energy vehicle industry has maintained high prosperity in recent years, with related companies gaining market attention, contributing to a sector-wide rally that has benefited Hesheng Co., Ltd. [2] Group 2 - Hesheng Co., Ltd. has implemented an equity incentive plan covering 207 core employees, with a three-year revenue growth target of 20%-70%, which is expected to strengthen the company's long-term development momentum [2] - The controlling shareholder has released 0.78% of pledged shares, reducing financial risk and enhancing market confidence [2] - Technical indicators and capital flow analysis suggest that increased trading volume and net inflow of funds may have contributed to the stock's performance, attracting technical investors [2]

云意电气（300304.SZ）2月11日在投资者互动平台表示，公司新能源连接类产品包含充电枪、连接器 等，可应用于充电桩领域，目前相关产品已实现批量供货，具体内容详见公司于中国证监会指定创业板 信息披露网站巨潮资讯网发布的定期报告。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司有产品用于充电桩吗？ ...

Core Viewpoint - Yunyi Electric (300304.SZ) has confirmed that its new energy connection products, including charging guns and connectors, are applicable in the charging pile sector and have already achieved mass supply [1] Group 1 - The company specializes in new energy connection products [1] - Products include charging guns and connectors [1] - The company has successfully commenced bulk supply of these products [1]

Group 1 - The core viewpoint of the article is that Yunyi Electric (300304.SZ) has successfully achieved mass supply of its new energy connection products, which include charging guns and connectors, applicable in the charging pile sector [1] Group 2 - The company has confirmed that its products are now in bulk supply, indicating a significant step in its operational capabilities within the new energy market [1]