Group 1: Industry Performance - The chemical sector indices showed positive performance with the chemical raw materials index rising by 2.72%, chemical machinery index by 2.81%, pharmaceutical index by 0.65%, and pesticide and fertilizer index by 1.42% [1] - In the oil sector, the oil processing index increased by 0.86%, oil extraction index by 1.19%, while the oil trading index decreased by 4.56% [1] Group 2: Commodity Prices - International crude oil prices rebounded, with WTI settling at $61.02 per barrel, up 4.68% from May 2, and Brent at $63.91 per barrel, up 4.27% [1] - The top five rising petrochemical products included liquid chlorine up 134.15%, polymer MDI up 5.02%, sulfur up 3.90%, urea up 3.46%, and PTA up 3.40% [1] - The top five declining petrochemical products included aluminum fluoride down 7.37%, cyclohexanone down 6.92%, cracked carbon five down 6.12%, aniline down 5.64%, and paraffin down 5.14% [1] Group 3: Capital Market Performance - The top five performing listed chemical companies in the capital market included Runbei Hangke up 31.17%, Hengtian Hailong up 23.61%, Yuzhong Sanxia A up 23.18%, Asia-Pacific Industry up 21.26%, and Tongyi Zhong up 21.20% [2] - The top five declining listed chemical companies included Aiai Precision down 12.61%, Guangju Energy down 11.76%, Hongbaoli down 10.45%, Jiaao Environmental Protection down 9.11%, and Lafang Cosmetics down 7.75% [2]

Group 1: Industry Overview - The oil and chemical indices experienced mixed performance during the trading days from April 28 to April 30, with the chemical raw materials index down by 0.55% and the chemical machinery index up by 0.75% [1] - International crude oil prices showed a downward trend, with WTI settling at $58.29 per barrel, down 7.51% from April 25, and Brent at $61.29 per barrel, down 8.34% [1] - The top five rising petrochemical products included liquid chlorine up by 54.19% and PTA up by 5.68%, while the top five declining products included coal tar pitch down by 8.95% and WTI down by 7.51% [1] Group 2: Capital Market Performance - The top five performing listed chemical companies in the Shanghai and Shenzhen markets included United Chemical up by 36.56% and Yuzhong Three Gorges A up by 33.16% [2] - The worst-performing listed chemical companies included Xinjin Road down by 26.55% and ST Youfu down by 23.32% [2]

Core Viewpoint - Jiangsu Yongda Chemical Machinery Co., Ltd. (Yongda Co.) has received approval for its IPO on the Beijing Stock Exchange, with Guotai Junan Securities as the sponsor. The company specializes in the research, design, manufacturing, sales, and related technical services of pressure vessels in various fields including basic chemicals, coal chemicals, refining, petrochemicals, photovoltaics, and pharmaceuticals [2]. Financial Performance - Yongda Co. is projected to achieve revenues of 696 million yuan, 712 million yuan, and 819 million yuan for the years 2022, 2023, and 2024 respectively, with net profits of 112 million yuan, 131 million yuan, and 107 million yuan during the same period [2]. - As of December 31, 2024, total assets are expected to be approximately 1.3 billion yuan, with total equity of about 665 million yuan. The asset-liability ratio is projected to decrease from 64.03% in 2022 to 47.19% in 2024 [3]. - The company’s gross profit margin is expected to improve from 27.91% in 2022 to 28.73% in 2024, while the net profit margin is projected to decline slightly [3]. IPO Details - Yongda Co. aims to raise 608 million yuan through the IPO, which will be allocated to the construction of a heavy chemical equipment production base and to supplement working capital [4][5]. - The total investment for the first phase of the heavy chemical equipment production base is estimated at 591 million yuan, with 557 million yuan planned to be funded through the IPO proceeds [5]. Shareholding Structure - Li Changzhe holds 61.62% of the company’s shares, making him the controlling shareholder. His family members, including his son Li Jin and daughter-in-law Gu Xuhong, collectively hold 86.56% of the shares [6][7]. - Li Jin serves as the chairman and general manager, while Li Changzhe and Gu Xuhong hold other significant positions within the company [7].

Core Viewpoint - Jiangsu Yongda Chemical Machinery Co., Ltd. has received acceptance for its IPO on the Beijing Stock Exchange, aiming to raise 608 million yuan for projects including the construction of a heavy chemical equipment production base and working capital supplementation [1][2]. Fundraising Purpose - The company plans to allocate the raised funds as follows: - Construction of the first phase of the heavy chemical equipment production base: 55,779.40 million yuan - Supplementing working capital: 5,000.00 million yuan - Total: 60,779.40 million yuan [2]. Financial Performance - The company's projected financial performance from 2022 to 2024 is as follows: - Revenue: 696 million yuan (2022), 712 million yuan (2023), 819 million yuan (2024) - Net profit: 112 million yuan (2022), 131 million yuan (2023), 107 million yuan (2024) [2]. Key Financial Indicators - Key financial indicators for the years 2022 to 2024 are: - Revenue (2024): 819.33 million yuan, (2023): 712.24 million yuan, (2022): 695.59 million yuan - Net profit attributable to shareholders (2024): 106.72 million yuan, (2023): 130.70 million yuan, (2022): 112.40 million yuan - Basic earnings per share (2024): 0.76 yuan, (2023): 0.94 yuan, (2022): 0.82 yuan - Weighted average return on equity (2024): 16.85%, (2023): 25.23%, (2022): 28.61% - Net cash flow from operating activities (2024): 36.49 million yuan, (2023): 154.13 million yuan, (2022): 53.66 million yuan [2].

Group 1 - The chemical index outperformed the oil index during the week of April 21-25, with the chemical raw materials index rising by 2.26%, chemical machinery index by 3.18%, pharmaceutical index by 3.29%, and pesticide and fertilizer index by 2.78% [1] - In contrast, the oil processing index fell by 0.48%, while the oil extraction index saw a slight increase of 0.01%, and the oil trading index dropped by 2.87% [1] - International crude oil prices experienced narrow fluctuations, with WTI settling at $63.02 per barrel, down 2.57% from April 17, and Brent at $66.87 per barrel, down 1.60% [1] Group 2 - The top five performing listed chemical companies in the Shanghai and Shenzhen markets included XianDa Co. with a rise of 49.54%, Zhongxin Fluorine Materials up by 40.89%, Weike Technology up by 33.65%, Zhenhua Co. up by 33.55%, and Xinhang New Materials up by 31.20% [2] - Conversely, the five companies with the largest declines were Jinlitai down by 43.85%, Guoli Technology down by 30.11%, ST Haiyue down by 21.88%, Fanli Technology down by 21.81%, and Yida Co. down by 21.64% [2]

文/梧桐晓编 4月27日，北交所新受理2家江苏公司的IPO申请：江苏永大化工机械股份有限公司（874495）、常州通宝光电股份有限公司（833137）的IPO申请。北交所今年至 今共受理7家IPO申请。 | 序号 | | 简称 | 注册地 | 保荐机构 | 律师事务所 | 会计师事务所 | 更新日期 受理日期 | | --- | --- | --- | --- | --- | --- | --- | --- | | 874495 | | 永大股份 | 江苏省 南通市 | 国泰海通证 券股份有限 | 国浩律师（上 致同会计师事务所 海）事务所 （特殊普通合伙） 海) 事务所 | | | | | | | | 公司 | | | | | 2 | 833137 | 通宝光电 | 江苏省 常州市 | | And Children Class of Children Children Company Concessful Collection of 务所（特殊普通合 2025-04-27 2025-04-27 | | | | | | | | 份有限公司 | 律师事务所 | 伏) | | 由于北交所网站尚未公布两家公司的招股 ...