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港股超购王——滴普科技 机构国配沸腾!全球前十长线基金来了六家!
Zhi Tong Cai Jing· 2025-10-27 13:33
Core Insights - The strength of underwriters is crucial for attracting global long-term funds to a company, beyond just fundamentals and sponsors [1] - Dipo Technology's IPO in Hong Kong has garnered over 7500 times oversubscription, setting a new record for the Hong Kong main board [1] - The company is being compared to Palantir, with expectations of high growth potential due to its strong business fundamentals and market position [4][5] Underwriters and Market Response - Dipo Technology has engaged top underwriters, Huanghe Securities and Livermore Securities, which are highly influential in attracting global long-term funds [1] - The IPO has attracted participation from major global long-term funds, including VanCapital, BlackRock, and Millennium, among others [1] - The underwriters' previous success with IPOs, such as Zhidatech's first-day surge of over 190%, highlights their capability [1] Financial Performance - Dipo Technology's revenue is projected to grow from 100 million to 243 million yuan from 2022 to 2024, reflecting a compound annual growth rate of 55.5% [4] - In the first half of 2025, the company's revenue increased by 118.4% year-on-year to 132 million yuan, showcasing strong growth momentum [4] - The FastAGI enterprise-level AI solution has become a significant growth driver, with revenue reaching 73.07 million yuan in the first half of 2025, a year-on-year increase of 191% [4] Market Position and Future Outlook - Dipo Technology is positioned as a leader in the "Data+AI" sector, with solutions that have been successfully implemented across various industries [4] - The company is expected to maintain a growth trajectory that exceeds that of Palantir, benefiting from its first-mover advantage in the Chinese market [4][5] - The overwhelming market response to its IPO indicates strong investor confidence in Dipo Technology's future performance [5]
港股超购王——滴普科技(01384),机构国配沸腾!全球前十长线基金来了六家!
智通财经网· 2025-10-27 12:41
一家公司能否受到全球长线基金热捧,在基本面和保荐人之外,最核心的是承销商实力! 智通财经APP获悉,滴普科技(01384)五家保荐人之外,最大的亮点是邀请到了两家目前港股最炙手可热 的顶级承销商,黄河证券与利弗莫尔证券担任滴普科技本次港股IPO主承销商角色,这一组合被誉为港 股顶配承销商组合,让很多全球知名长线基金慕名而来! 黄河证券与利弗莫尔证券近一个月组队承销项目是IPO首日暴涨超190%的挚达科技,可见该承销组合在 全球知名长线基金中拥有着非凡影响力,滴普科技能否刷新首日暴涨190%+纪录,拭目以待! 滴普科技备受投资者青睐,得益于其坚实的业务基本面和与Palantir相似的发展路径,市场普遍看好其 成为"中国版Palantir"的潜力。业内普遍认为,滴普科技上市后其远高于Palantir的成长速度有望继续保 持,这是因为滴普科技在具有中国特色的市场环境中已占据了显著的先发优势。 据悉,滴普科技以"Data+AI"双引擎驱动,旗下FastData企业级数据智能与FastAGI企业级人工智能两大 核心解决方案已深度赋能产业智能化升级,并在消费零售、制造、医疗及交通等多个领域实现规模化落 地。据2025年《 ...