Market Overview - On July 9, the Shanghai Composite Index fell by 0.13%, the CSI 300 decreased by 0.18%, the STAR Market 50 dropped by 0.89%, the CSI 1000 declined by 0.27%, while the ChiNext Index rose by 0.16%. The Hang Seng Index decreased by 1.06% [4]. - The best-performing sectors on July 9 were Media (+1.35%), Agriculture, Forestry, Animal Husbandry and Fishery (+0.65%), Retail (+0.48%), Pharmaceutical and Biological (+0.43%), and Social Services (+0.42%). The worst-performing sectors were Non-ferrous Metals (-2.26%), Basic Chemicals (-0.85%), Electronics (-0.82%), Defense and Military Industry (-0.73%), and Home Appliances (-0.64%) [4]. - The total trading volume of the A-share market on July 9 was 15,274.2 billion yuan, with a net inflow of 9.257 billion HKD from southbound funds [4]. Important Recommendations Company: Ping An Electric (001359) - The company is recognized as a leader in mica insulation materials, with continuous breakthroughs in integrated and synthetic new products [5]. - The recommendation logic highlights that the main business is steadily growing, and new products are consistently expanding. The market perceives mica insulation materials as a niche segment with limited growth potential, but emerging demands from the new energy sector, such as lithium battery thermal runaway protection and energy storage, are expected to drive rapid industry growth [5]. - Revenue projections for 2025-2027 are 1,288 million, 1,547 million, and 1,853 million yuan, with growth rates of 21.85%, 20.11%, and 19.78% respectively. Net profit forecasts are 271 million, 322 million, and 386 million yuan, with growth rates of 24.88%, 18.82%, and 19.88% respectively [5]. Company: 37 Interactive Entertainment (002555) - The company is expected to see valuation recovery driven by the success of major games such as "Douluo Dalu: Soul Hunting World" [6]. - Revenue forecasts for 2025-2027 are 19,140 million, 21,949 million, and 25,260 million yuan, with growth rates of 9.74%, 14.68%, and 15.08% respectively. Net profit projections are 2,758 million, 3,276 million, and 3,788 million yuan, with growth rates of 3.17%, 18.80%, and 15.62% respectively [9].

近日，湖南省邵阳市新邵县本土企业湖南广信科技股份有限公司（以下简称"广信科技"）在北京证券交易所举行上市仪式，成为今年湖南首家登陆A股市场 的上市公司。 广信科技，是国家级专精特新"小巨人"企业，在国内绝缘材料企业中居领先地位。产品主要应用于输变电系统、轨道交通牵引变压系统、新能源产业等领 域。自2004年成立以来，广信科技持续深耕绝缘材料领域，攻克了多项特高压绝缘相关的技术难题，是国内少数具备750kV以上特高压等级绝缘纤维材料产 品生产能力的企业之一。广信科技已拥有有效专利67项，其中包括13项发明专利，还参与制定了多项国家标准和行业标准。 企业成功上市得益于当地政府的悉心培育。近年来，新邵县始终将"送解优"行动作为优化营商环境、激发市场活力、推动高质量发展的关键抓手，着力破解 急难愁盼问题，对企业反映的问题，特别是拟上市企业的核心诉求，坚持挂号交办、限时解决、跟踪问效、闭环销号。针对广信科技筹备上市，新邵县工作 专班全程代办手续报批20余次，入企走访服务7次，精准解决生产经营中的具体问题5个，确保事事有回音、件件有着落。 同时，新邵县出台《新邵县推进企业上市（挂牌）工作实施办法》等文件，为广信科技等拟上 ...

北交所首次覆盖报告 特高压绝缘材料领军者，掘金国产替代+新能源高成长 ——北交所首次覆盖报告 2025 年 07 月 03 日 投资评级：增持（首次） | 日期 | 2025/7/3 | | --- | --- | | 当前股价(元) | 78.61 | | 一年最高最低(元) | 78.80/50.00 | | 总市值(亿元) | 69.54 | | 流通市值(亿元) | 23.24 | | 总股本(亿股) | 0.88 | | 流通股本(亿股) | 0.30 | | 近 3 个月换手率(%) | 242.9 | 北交所研究团队 诸海滨（分析师） zhuhaibin@kysec.cn 证书编号：S0790522080007 绝缘纤维材料领域专业供应商，750kV 及以上特高压技术领军者 公司是绝缘纤维材料及其成型制品的专业供应商，产品主要应用于输变电系统、 电气化铁路及轨道交通牵引变压系统、新能源产业以及军工装备等领域。公司 为国内少数具备 750kV 及以上超/特高压等级绝缘纤维材料产品生产能力的企 业之一，同时也是行业内为数不多的产品覆盖所有电压等级的绝缘纤维材料生产 厂商及绝缘方案提供商。2022-2 ...

【环球网财经综合报道】6月26日，湖南广信科技股份有限公司（以下简称"广信科技"或"公司"）正式登陆北交 所。 广信科技自2004年成立以来，便锚定绝缘纤维材料及其成型制品领域，以成为行业领军者为目标，开启了艰辛而 又充满希望的创业征程。 经过近二十年的发展，广信科技已成为绝缘纤维材料及其成型制品领域的专业供应商，其产品广泛应用于输变电 系统、电气化铁路及轨道交通牵引变压系统、新能源产业以及军工装备等关键领域。无论是城市的电网建设，还 是高速飞驰的高铁，亦或是蓬勃发展的新能源项目，都能看到广信科技产品的身影，为众多国家重点项目和行业 发展筑牢根基。 技术引领 坚持创新驱动发展战略 凭借优质的产品和卓越的服务，广信科技在市场拓展方面成绩斐然。凭借先进的技术实力、优质的产品和丰富的 行业经验，公司吸引了大量优秀客户，与国内众多知名变压器、电机生产单位建立了良好的合作关系，诸如特变 电工、山东电工电气、正泰电气、保变电气和山东泰开等行业知名企业。 同时，公司也培育和发展一批有实力的经销商。公司通过和经销商的长期合作，将产品销售至申达电气集团有限 公司、哈尔滨变压器有限责任公司、云南变压器电气股份有限公司、西安日立能 ...

Core Viewpoint - Hunan Guangxin Technology Co., Ltd. has officially listed on the Beijing Stock Exchange, becoming the first company from Hunan to go public in 2023 and the first from Shaoyang to list on the North Exchange [1][7]. Group 1: Company Overview - Guangxin Technology specializes in insulation fiber materials and their molded products, primarily used in power transmission and transformation systems, rail transit traction systems, and the new energy industry [4]. - Since its establishment in 2004, Guangxin Technology has focused on the insulation materials sector, overcoming several technical challenges related to ultra-high voltage insulation [5]. - The company is one of the few in China capable of producing insulation fiber materials for ultra-high voltage levels above 750kV, having broken foreign technology monopolies with its ultra-high voltage insulation fiber materials developed in 2009 [5]. Group 2: Financial Performance - Guangxin Technology has shown impressive financial growth, with revenues of 304 million, 420 million, and 578 million yuan from 2022 to 2024, reflecting a compound annual growth rate of over 37% [5]. - The net profit attributable to the parent company for the same period was 14.72 million, 49.44 million, and 116 million yuan, indicating a steady improvement in profitability [5]. Group 3: Future Prospects - The successful listing on the North Exchange presents new development opportunities for Guangxin Technology, with plans to leverage this as a chance to innovate and produce high-quality products [7]. - As of May 31, 2025, Hunan has 146 A-share listed companies, and with Guangxin's listing, this number has increased to 147 [7][10]. - There are two additional companies that have submitted registration for listing, indicating potential for further growth in Hunan's A-share market [10].

国泰君安国际再异动。 A股市场今天（6月26日）上午整体窄幅震荡，国防军工等板块领涨。另外，A股市场今天有一只新股上市，为广信科技，盘中涨幅一度超过500%。 港股市场方面今天上午整体表现平淡，恒生指数上午多数时间小幅下跌。不过在板块和个股方面，港股市场有多只券商股异动，其中国泰君安国际今日上午 走势出现惊人一幕，在大涨近90%后又意外高台跳水，甚至一度转跌，后又有所拉起。此外，港股胜利证券今天上午也突然暴涨，盘中涨幅一度超过 160%。 A股市场整体窄幅震荡 新股广信科技上午盘中大涨超过500% A股市场今天有一只新股上市，为广信科技，盘中涨幅一度超过500%。 | | N广信(920037) 2025年06月26日 星期四 PageUp/Down:前后日 空格链:操作 | | | | | | | ロ × | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | N广信 分时(静态) ◎ 相对今开 18.42% | | | 1 | | 11:28 | 59.20 | 2 | | | 62.85 | Manni | | | 528.5% | 11: ...

Core Viewpoint - The article emphasizes the significance of high-voltage transmission technology in optimizing resource allocation and promoting renewable energy consumption in China, highlighting the role of Guangxin Technology as a leading domestic producer of insulation fiber materials essential for this technology [1][14]. Group 1: Company Overview - Guangxin Technology successfully developed high-voltage insulation fiber materials in 2009, breaking the foreign monopoly in this field and filling a technological gap in China [1][2]. - The company has expanded its product line to cover all voltage levels, becoming a key supplier for major transformer manufacturers in China [4][6]. Group 2: Market Performance - Guangxin Technology's insulation fiber material production is projected to grow from 27,914.68 tons in 2022 to 37,122.22 tons in 2024, with a CAGR of 15.3%, while the production of insulation fiber molded products is expected to grow at a CAGR of 54.2% during the same period [4][6]. - The company's revenue is forecasted to increase from 30,428.93 million yuan in 2022 to 57,754.18 million yuan in 2024, with a CAGR of 37.77% [6][12]. Group 3: Technological Advancements - Guangxin Technology has developed unique manufacturing techniques that eliminate the risks associated with traditional adhesive processes, enhancing product stability and insulation properties [10][12]. - The company has achieved international advanced levels in its insulation fiber board technology and is one of the few domestic producers capable of manufacturing insulation materials for ultra-high voltage applications [9][10]. Group 4: Industry Trends - The demand for insulation fiber materials is expected to accelerate due to the rapid development of renewable energy and the government's focus on high-voltage power grid construction [14][15]. - The market for insulation fiber materials is projected to expand significantly, driven by the increasing investment in power grid infrastructure and the growing need for specialized transformers and motors [14][16]. Group 5: Future Prospects - Guangxin Technology plans to raise 200 million yuan through its IPO to expand its production capacity and enhance its R&D capabilities, aiming to meet the growing market demand for high-end insulation materials [18][20]. - The company is focusing on developing applications for insulation fiber materials in emerging fields such as drones, high-speed rail, and wind power generation, indicating a broad growth potential in the future [20].

广信科技于2009年研发设计出超高压绝缘纤维材料，成功打破该领域的国外技术垄断，且多项核心技术 已居于国际领先水平，是国内少数具备750kV以上特高压等级绝缘纤维材料量产能力的企业之一。公司 已与特变电工、山东电工电气、山东泰开等变压器龙头企业建立起长期稳定的合作关系。 行业方面，近年来，随着电力、电器、电子、通讯和家电等行业的快速发展，我国绝缘材料产品的产销 量及市场规模持续增长。据公司招股书，2018年我国绝缘材料市场规模为654.90亿元，到2022年我国绝 缘材料市场规模增长至733.6亿元，增幅达12.02%。从绝缘材料行业发展看，美国、欧洲等国家和地区 发展较早，绝缘材料产品技术处于世界领先水平；目前，全球绝缘材料行业中的大型企业主要集中在美 国、瑞士、瑞典等国家，占据了国际市场的绝大部分份额。 每经记者｜闫峰峰 每经编辑｜吴永久 各位老铁，近期的新股可以说是打到就能赚钱，即便6月20日同时上市两只新股，这两只新股表现也均 亮眼。6月20日上市的新恒汇和华之杰在上市首日分别上涨229.1%、171%，而今日这两只新股更是大 涨，收盘分别上涨16.18%、57.84%，股价创出新高。 而明日又将迎来 ...

1）下游行业投资放缓的风险；2）主要原材料价格波动的风险；3）部分原材料进 口依赖的风险。 证券研究报告 公司研究 2025 年 6 月 16 日 广信科技(920037.BJ)——绝缘材料领域国家级专精 特新"小巨人" ，下游需求旺盛，国产替代空间广阔 核心观点： 风险提示： 第一创业证券研究所 证书编号：S1080524120001 电话：0755-23838533 邮箱：guoqiang@fcsc.com 请务必阅读正文后免责条款部分 第 1页共 18页 1. 与同行业可比公司对比，整体估值较低，具有较高的投资价值。广信科技本 次发行价格 10 元/股，发行后市盈率 7.59 倍，同行可比公司 PE(TTM)均值为 34.21 倍。广信科技是国内绝缘纤维材料及其成型制品领域的龙头企业之一， 产品主要应用于变压器、电容器、电气化铁路及轨道交通牵引变压设备、新 能源汽车电池及军工装备等领域。2024 年公司营业收入 5.78 亿元，同比增长 37.49%，归母净利润 1.16 亿元，同比增长 135.14%；2025 年 1 季度，公司营 业收入1.75亿元，同比增长54.48%，归母净利润0.44亿元，同 ...

上周，A股市场又有"肉签"浮现，11日登陆科创板的影石创新盘中最高涨近300%，单签最高盈利超7万 元。 本周（6月16日—6月20日），A股市场将有两只新股申购，为北交所的广信科技和深市主板的信通电 子，两股分别将于本周二（6月17日）和周五（6月20日）申购。 资料显示，广信科技是国内绝缘材料的领先企业，公司已与特变电工、正泰电气等变压器龙头企业建立 了长期稳固的合作关系；信通电子系聚焦电力行业的工业物联网智能终端及系统解决方案提供商，在输 电线路智能巡检系统等细分领域市占率领先。 两新股将申购 具体来看，广信科技发行价为10元/股，单一账户申购上限为95万股。 招股书显示，广信科技是绝缘纤维材料及其成型制品的专业供应商，产品主要应用于输变电系统、电气 化铁路及轨道交通牵引变压系统、新能源产业以及军工装备等领域。经过近二十年的行业深耕，公司产 品已覆盖了中低压、高压、超高压和特高压交直流电在内的全电压等级的输变电设备配套产品，成为了 国内绝缘纤维材料及其成型制品领域的龙头企业之一。 公司致力于以科技创新和技术研发驱动发展，自成立以来持续追赶国际先进技术，为国内少数具备 750kV及以上超/特高压等级绝缘纤 ...