超声设备

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重启IPO!国产超声“小巨人”再闯关
思宇MedTech· 2025-08-27 02:18
北京和上海活动报名: 第三届全球手术机器人大会 2025医疗器械研发创新论坛 2025年8月25日,据中国证券监督管理委员会网上办事服务平台信息,江苏证监局受理了 飞依诺科技股份有限公司 (以下简称"飞依诺") 提交的上市申请备案。这 意味着这家数字化彩超设备企业,时隔两年,再次迈开冲击资本市场的步伐。 一 、飞依诺的 再次冲刺 从监管层披露的信息来看,飞依诺于2025年8月14日与华泰联合证券签署辅导协议,8月25日获得江苏证监局受理。此次参与的中介机构还包括北京德恒律师事务所 和立信会计师事务所。 这些流程细节对于普通读者可能并不陌生,但其背后的含义值得关注:在中止科创板IPO两年后,飞依诺选择换一家保荐机构,重启资本市场路径。辅导备案只是 第一步,后续能否顺利推进,还取决于公司财务表现、合规情况以及行业环境。但至少可以确定的是,飞依诺已经明确表态,要再次借助资本市场加速发展。 二 、前次I P O 的折返点 时间回到2022年12月。彼时,飞依诺向上交所申报科创板IPO,拟募资 11.22亿元 ,用于生产基地升级、新产品研发与总部基地建设、营销网络建设及补充流动资 金。 然而,2023年6月29日,上交 ...
国海证券晨会纪要-20250429
Guohai Securities· 2025-04-29 02:02
Key Insights - The aluminum industry is experiencing a favorable macroeconomic environment with reduced tariff pressures and positive policy signals from both the US and China [4][10] - The demand for aluminum products is showing structural recovery, driven by new orders leading to increased inventory needs ahead of the May holiday [6][7] - The supply of electrolytic aluminum remains stable, with production costs slightly increasing, while inventory levels are decreasing [5][10] - The prices of key materials such as metal chromium, polymer MDI, and acetamide are on the rise, indicating a potential boom in the chromium salt cycle [18][27] - The chemical industry is expected to enter a replenishment cycle in 2025, driven by low inventory levels and improving profitability among leading companies [22][23] Company Summaries Aluminum Industry - The average cost of electrolytic aluminum is approximately 16,582 RMB/ton, with a slight week-on-week increase [5] - Domestic aluminum ingot inventory has decreased to 658,000 tons, reflecting a 3.1% drop week-on-week [5] - The aluminum processing sector is witnessing a notable increase in inventory depletion rates, with a current inventory of aluminum rods at 177,800 tons [7] Chemical Industry - The chemical sector is seeing a tightening supply of phosphorous ore, with companies like Baitian Co. expanding production capacity significantly [21] - The chemical industry is projected to benefit from a replenishment cycle in 2025, with major companies expected to see improved performance due to cost advantages and market share growth [22][23] - The prices of key chemical products, including metal chromium and polymer MDI, have increased significantly, indicating strong demand and supply constraints [27][28] Data Center Services - Aofei Data reported a 62.18% year-on-year revenue increase in 2024, with Q1 2025 revenue up 40.62% year-on-year [11][12] - The company is expanding its IDC services, with over 43,000 operational cabinets, benefiting from increased capital expenditure in the internet sector [14][16] - The projected revenue for Aofei Data for 2025-2027 is expected to grow significantly, with a "buy" rating assigned based on its market position and growth potential [16]