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22股大涨超300%!新股赚钱效应飙升,最大“肉签”超6万元!
Zheng Quan Shi Bao Wang· 2025-10-04 04:25
(原标题:22股大涨超300%!新股赚钱效应飙升,最大"肉签"超6万元!) 今年前三季度,A股共有78只新股上市,合计筹资总额773.02亿元。 今年以来,在发行节奏放缓、A股市场总体回暖、投资者情绪高涨的背景下,新股上市首日表现抢眼。 回顾今年前三季度新股表现,A股IPO打新带来的赚钱效应大幅飙升,新股上市首日无一破发、今年前三季度上市的78只新股,上市首日收盘平均 涨幅242.33%。 Wind数据显示,今年以来,A股市场共有78只新股上市,按板块划分,创业板数量最多,共计29只,主板、科创板和北交所分别有26只、8只和15 只,双创板块合计占比达47%。 上市首日表现上,三协电机、江南新材、广信科技位居前三甲,涨幅分别为785.62%、606.83%和500%。紧随其后的是鼎佳精密、建发致新、悍高 集团、广东建科、天工股份和星图测控,首日涨幅均超过400%。而首日涨幅超300%的22股,主板、创业板和北交所各占7只,科创板1只。 值得注意的是,"低价股"普遍在上市首日出现较高涨幅。其中,首发价格低于10元/股的18只新股,上市首日平均涨幅达344.44%。而位居最低发 行价前三的华电新能、天工股份、赛分 ...
邮储银行积极支持江门地区“专精特新”及高新技术企业
Zhong Guo Fa Zhan Wang· 2025-09-30 10:35
邮储银行基于无形资产的"科创贷",解锁科技型企业的核心价值,贷款决策改由企业的未来成长潜力决 定,而非固定资产积累,这可激励持续创新,形成正向循环。并且,打破对土地、房产等传统硬抵押物 的路径依赖,为多数科技型企业提供更宽的债权融资渠道,从而可优化融资结构,并降低融资门槛。 近年来,为深度服务国家创新驱动发展战略,中国邮政储蓄银行在广东江门地区积极创新金融服务模 式,通过创新产品、快速放款、陪伴式服务,精准支持当地"专精特新"及高新技术企业发展。9月17 日,记者前往恩平市宏兴铝业有限公司、广东万佳泓不锈钢制品有限公司,江门市力丰电机有限公司进 行实地调研。 创新贷款,打破传统抵押物限制 科技型制造企业常常面临研发投入大、回款周期长,原材料采购和设备升级需要大量流动资金等共性挑 战。 恩平市宏兴铝业有限公司是江门地区铝型材制造的领军企业,正处于智能化、绿色化转型的关键期,资 金需求迫切。对此,邮储银行恩平市支行2025年为其发放3394万元"科创贷",基于无形资产(专利、软 件著作权)进行授信,打破了传统抵押物限制。 如今的台山,不锈钢产业园内生机盎然,万佳泓的生产车间里机器轰鸣,工人们正全力赶制一批发往中 ...
德昌电机控股一度跌超6% 花旗指其股价上行空间有限
Zhi Tong Cai Jing· 2025-09-30 02:16
该行目标价为普通汽车产品组别及工商用产品组别市盈率11倍。以及两项新业务明年预测市盈率300 倍。该行认为德昌电机股价上行空间有限,公司发布的现财年中期业绩将显示温和的约10%盈利增长, 且很大程度受惠汇兑因素。投资评级由"买入"降至"中性"。 消息面上,花旗发布报告称,基于德昌电机开发液态冷却泵及人型机械人关节,上调对公司明年至2028 年盈利预测5%至16%,目标价由29港元上调至45港元,为明年预测市盈率19倍,较平均高2个标准差, 或2017年以来最高倍数。该行指,基于其两项新业务的价值重估,德昌电机股价今年累升2.8倍,本月 累升约55%。 德昌电机控股(00179)一度跌超6%,截至发稿,跌4.98%,报41.6港元,成交额1.93亿港元。 ...
港股异动 | 德昌电机控股(00179)一度跌超6% 花旗指其股价上行空间有限
智通财经网· 2025-09-30 02:12
Group 1 - The core viewpoint of the article indicates that Citigroup has raised its profit forecast for 德昌电机控股 (Dachang Electric) by 5% to 16% for the years 2024 to 2028, based on the development of liquid cooling pumps and humanoid robot joints [1] - The target price for the company has been increased from 29 HKD to 45 HKD, reflecting a forecasted price-to-earnings ratio of 19 times for next year, which is 2 standard deviations above the average and the highest since 2017 [1] - The stock price of 德昌电机 has increased by 2.8 times this year and approximately 55% this month, indicating strong market performance [1] Group 2 - The target price for the ordinary automotive product group and industrial product group is set at a price-to-earnings ratio of 11 times, while the two new business segments are projected to have a price-to-earnings ratio of 300 times next year [1] - The company is expected to report a moderate profit growth of about 10% for the current fiscal year's interim results, largely benefiting from foreign exchange factors [1] - The investment rating has been downgraded from "Buy" to "Neutral," suggesting limited upside potential for the stock price [1]
布局新赛道顺利转型 这家89岁的老厂营收超30亿
Yang Shi Xin Wen· 2025-09-30 01:24
电机,也就是俗称的"马达",小到驱动洗衣机、电风扇运转的家用小马达,大到支撑数控机床轰鸣、为精密电子仪器供能的"工业引擎",它的每一次 转动,都牵动着产业运转的脉搏。 从车间到蓝天 "中国芯"的双向突破 眼前这条高速奔腾的钢铁"巨龙",正书写着全球电机领域的新纪录——它是世界首条主传动采用永磁同步电机的钢管轧机生产线。在这里,每一根下 线的钢管不仅精度高,而且能耗低,"魔力"都藏在产线上28台默默运转的永磁电机里,它们如同"心脏"般为整条生产线注入动能。 如果说车间里的永磁电机是"地面突破",那另一款湘电自主研制的大功率纯电动涵道风扇推进系统,就像是为支线客机插上"绿色翅膀"。 湘电集团有限公司总经理 张越雷:这在我国航空领域是首次应用,从燃油航空发动机到纯电航空动力系统,是整个航空电气化领域从"0"到"1"的突 破性应用。 老厂的精度与坚守 临近退休,湘电技术带头人赵东芝特意来到展厅,与一位"老伙计"郑重告别——这台1963年出厂的我国第一代交流电动机,比他还年长两 岁。半个多世纪里,它始终稳定运转,用57年的"工龄"创下行业奇。 为了啃下这块"硬骨头",湘电咬牙自筹1900多万元启动智慧车间项目。技术团队 ...
9月21-27日港股IPO观察:25家递表,其中12家企业冲刺A+H
Sou Hu Cai Jing· 2025-09-29 10:29
Summary of Key Points Core Viewpoint The Hong Kong stock market has seen significant activity from September 21 to September 27, with 25 companies submitting prospectuses, 3 companies passing hearings, and 2 new stocks successfully listed. Group 1: Companies Submitting Prospectuses - A total of 25 companies submitted listing applications to the Hong Kong Stock Exchange during the specified period, including major players like 大洋电机, 天赐材料, and 格林美 [2][4][5] - Notably, 12 of these companies have already listed on the A-share market, indicating a trend towards dual listings in both A and H shares [2][4] Group 2: Companies Passing Hearings - Three companies successfully passed hearings: 长风药业, 挚达科技, and 金叶国际 [30] - 长风药业 focuses on biopharmaceuticals for respiratory diseases, with projected revenues of 6.08 billion RMB in 2024 [31] - 挚达科技 is the largest provider of home electric vehicle charging stations globally, with revenues of 5.9 billion RMB in 2024 [32] - 金叶国际 is a long-established electromechanical engineering contractor, specializing in HVAC systems [33] Group 3: Companies in the IPO Process - Five companies are currently in the IPO process, including 长风药业, 紫金黄金国际, 西普尼, 博泰车联, and 奇瑞汽车 [34] - 奇瑞汽车 successfully listed on September 25, with a first-day stock price increase of 13.75% [41][43] Group 4: Financial Performance of Companies - 大洋电机 reported total revenues of approximately 109.3 billion RMB in 2022, with a projected increase to 121.13 billion RMB in 2024 [5] - 天赐材料's revenues were approximately 223.17 billion RMB in 2022, expected to decline to 125.18 billion RMB in 2024 [6] - 格林美's revenues were around 293.92 billion RMB in 2022, projected to reach 332.00 billion RMB in 2024 [7] - 万辰集团, a leading snack and beverage retailer, reported revenues of 5.49 billion RMB in 2022, with a significant increase to 323.29 billion RMB in 2024 [10] Group 5: Market Trends and Insights - The trend of companies seeking dual listings in both A and H shares is becoming more prevalent, reflecting a strategic move to access broader capital markets [2][4] - The overall activity in the Hong Kong IPO market indicates a robust interest from companies looking to capitalize on the favorable market conditions [2][30]
大洋电机股价涨5.5%,博时基金旗下1只基金重仓,持有63.47万股浮盈赚取40.62万元
Xin Lang Cai Jing· 2025-09-29 05:51
Group 1 - The core viewpoint of the news is that Dayang Motor experienced a 5.5% increase in stock price, reaching 12.28 CNY per share, with a trading volume of 2.644 billion CNY and a turnover rate of 12.31%, resulting in a total market capitalization of 29.993 billion CNY [1] - Dayang Motor, established on October 23, 2000, and listed on June 19, 2008, is located in Zhongshan, Guangdong Province. The company specializes in the production and sales of micro-special motors, electric drive systems for new energy vehicles, starters and generators, and magnetic materials [1] - The revenue composition of Dayang Motor includes: 60.99% from motors for construction and home use, 26.56% from starters and generators, 11.62% from new energy vehicle powertrain systems, 0.80% from other supplementary sources, and 0.03% from car leasing [1] Group 2 - From the perspective of fund holdings, one fund under Bosera Asset Management has a significant position in Dayang Motor. The Bosera CSI 1000 Index Enhanced A Fund (016936) held 634,700 shares in the second quarter, accounting for 0.7% of the fund's net value, ranking as the eighth largest holding [2] - The Bosera CSI 1000 Index Enhanced A Fund, established on April 13, 2023, has a current scale of 359 million CNY. Year-to-date, it has achieved a return of 34.78%, ranking 1392 out of 4221 in its category; over the past year, it has returned 65.69%, ranking 1016 out of 3836; and since inception, it has returned 49.09% [2]
电机老兵逐梦新能源 大洋电机叩关港股
Xin Lang Cai Jing· 2025-09-29 02:26
Core Viewpoint - The company, Zhongshan Dayang Motor Co., Ltd., is preparing to list on the Hong Kong Stock Exchange after over 15 years on the Shenzhen Stock Exchange, showcasing its growth from traditional motor manufacturing to a diversified player in HVAC and automotive electric drive systems [3][4]. Group 1: Business Overview - The company operates in two main segments: HVAC motor manufacturing, contributing 70.8 billion yuan (58.4% of revenue) in 2024, and automotive powertrain and components, contributing 50.2 billion yuan (41.5% of revenue) [4]. - The HVAC segment includes products like central air conditioning compressors and garage door openers, while the automotive segment includes traditional starters and generators, as well as components for new energy vehicles [4]. Group 2: Financial Performance - From 2022 to 2024, the company's revenue grew from 10.93 billion yuan to 12.11 billion yuan, with a compound annual growth rate (CAGR) of approximately 5%, while net profit surged from 427 million yuan to 888 million yuan, reflecting a CAGR of 44% [6]. - The gross margin improved from 19.3% in 2022 to 22.2% in 2024, and net profit margin increased from 3.9% to 7.5%, indicating enhanced profitability and cost control [6]. Group 3: Market Position and Globalization - The company ranks second globally in the HVAC motor market and holds the top position in both China and North America [5]. - It has established a global footprint with 15 production bases across various countries, enhancing its supply chain resilience amid geopolitical tensions [7]. Group 4: Challenges and Opportunities - Despite strong performance, the company faces challenges such as slow revenue growth compared to the fast-growing new energy vehicle parts sector, with an average growth rate of only about 5% over the past three years [7]. - The reliance on traditional starters and generators, which account for 25.8% of revenue, poses a risk as this segment is gradually declining, while the new energy vehicle powertrain segment is still in a growth phase at 15.7% [7]. - The company’s R&D expenditure is relatively low at 4.3% in 2024, which may limit its long-term competitiveness [7]. Group 5: Market Sentiment and Future Prospects - The company's stock price has surged approximately 143% over the past year, with a market capitalization nearing 28.5 billion yuan [5][8]. - The upcoming listing on the Hong Kong Stock Exchange is seen as an opportunity to enhance its international brand and governance image, especially in a favorable market environment for new energy and technology sectors [8].
华瑞股份股价涨5.13%,诺安基金旗下1只基金位居十大流通股东,持有96.85万股浮盈赚取53.27万元
Xin Lang Cai Jing· 2025-09-29 02:25
9月29日,华瑞股份涨5.13%,截至发稿,报11.28元/股,成交3738.46万元,换手率1.90%,总市值20.30 亿元。华瑞股份股价已经连续3天上涨,区间累计涨幅3.17%。 资料显示,华瑞电器股份有限公司位于浙江省宁波市北仑区大浦河北路26号,成立日期1996年2月12 日,上市日期2017年3月20日,公司主营业务涉及小功率电机和微特电机换向器的研发、生产、销售和 服务。主营业务收入构成为:全塑型42.57%,其他(补充)26.42%,普通型23.97%,卷板型6.10%,其他 0.94%。 王海畅累计任职时间3年70天,现任基金资产总规模25.29亿元,任职期间最佳基金回报60.5%, 任职期 间最差基金回报-18.8%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,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。 从华瑞股份十大流通股东角度 责任编辑:小浪快报 诺安多策略混合A(320016)基金经理为孔宪政、王海畅。 截至发稿,孔宪政累计任职时间4年308天,现任基金资产总规模46.07亿元,任职 ...
“中国芯”实现双向突破 89岁老厂交出亮眼“焕新答卷”
Yang Shi Wang· 2025-09-28 10:05
央视网消息:前两天看过了轴承,阀门这些传统老企业的转型发展之路,今天要跟您聊聊电机,也就是俗称的"马达"。小到驱动洗衣机、 电风扇运转的家用小马达,大到支撑数控机床轰鸣、为精密电子仪器供能的工业巨擎,它的每一次转动,都牵动着产业运转的"脉搏"。接下 来,我们先去见识两台非常厉害的新式电机。 眼前这条高速奔腾的钢铁"巨龙"正书写着全球电机领域的新纪录——它是世界首条主传动采用永磁同步电机的钢管轧机生产线。在这里, 每一根下线的钢管不仅精度高、而且能耗低,"魔力"都藏在产线上28台默默运转的永磁电机里,它们如同"心脏"般为整条生产线注入动能。 0.2毫米突破 老厂的精度与坚守 如果说车间里的永磁电机是"地面突破",那另一款湘电自主研制的大功率纯电动涵道风扇推进系统,就像是为支线客机插上"绿色翅膀"。 刚刚我们看到的那两款改写行业规则的"神器",都来自一家始建于1936年的老厂,这家工厂可以说是中国电机产业从无到有、从弱到强的 全过程见证人和参与者。那么中国电机产业这一路究竟是怎么走过来的,这其中又遭遇到了哪些不被人知的困难? 在湖南湘电研究院试验中心,"95后"工程师曾四城和团队正在研发一款新的航空电机动力系统。 ...