【导读】下周2只新股可申购，恒运昌是半导体设备核心零部件供应商 中国基金报记者 闻言 A股打新投资者注意啦！ 根据目前发行安排，下周有2只新股可申购，分别是北交所新股爱舍伦、上交所科创板新股恒运昌，具 体申购时间分别是1月12日、1月16日。 爱舍伦是医用敷料领域头部企业 爱舍伦的申购代码是920050，发行价为15.98元/股，发行市盈率为14.99倍，参考行业市盈率为29.79 倍。 爱舍伦此次总发行数量为1692万股，网上发行数量为1523万股。投资者参与网上申购爱舍伦，申购数量 上限为76.13万股。 爱舍伦作为一家医用敷料生产商，主要从事应用在专业康复护理与医疗防护领域的一次性医用耗材研 发、生产和销售，通过ODM（原始设计制造商）/OEM（原始设备制造商）等方式为国际知名医疗器械 品牌厂商提供相关产品。 近年来，爱舍伦的重要客户包含Medline集团、Zarys International Group、Sejong Healthcare Co., Ltd.、苏 州鼎康进出口有限公司、San Pablo Commercial Corp.等。 2022年至2024年及2025年上半年，爱舍伦的营业收入 ...

1月21日，来自苏州市相城高新区的江苏爱舍伦医疗科技集团股份有限公司在北京证券交易所正式上 市，这是2026年江苏省首家A股上市企业，也是相城本土培育的首家北交所上市企业。爱舍伦股票代码 920050，本次IPO共发行1691.98万股，发行价格15.98元/股，募集资金总额2.7亿元，主要用于凯普乐公 共卫生医疗物资产业园建设项目。 爱舍伦扎根相城、立足苏州，深耕一次性医用耗材主业，稳居全国铺垫类医用敷料出口前十强。凭借近 80项专利筑牢创新根基，布局海内外9家工厂织密产业网络，产品远销50余国家打响全球口碑，尽显"苏 州智造"的硬核实力与国际视野。 2026年是相城"提质增效服务年"，相城区将用更有温度的政策、更有力度的服务，为企业创新、产业升 级、人才荟聚营造最具舒适度的发展环境，以更优服务夯实企业发展根基，加速推进后备上市企业培育 与梯队建设，与企业并肩奔跑、携手冲刺。 通讯员袁雪扬子晚报/紫牛新闻记者梅方滢 校对陶善工 近年来，相城区始终重视企业上市工作，全力服务上市企业，服务企业上市。相城区联合交易所上 门"送建议、送政策"，实时解答企业问题、面对面听取企业需求；着力助推企业积极主动对接资本市 场 ...

中证智能财讯拱东医疗（605369）1月23日晚间披露2025年度业绩预告，预计2025年归母净利润4400万元至5600万元，同比下降67.37%-74.36%；扣非净利润 预计5400万元-6600万元，同比下降60.75%-67.89%。以1月23日收盘价计算，拱东医疗目前市盈率（TTM）约为77.37倍-98.47倍，市净率（LF）约2.52倍， 市销率（TTM）约3.85倍。 ） 制图数据来自恒生聚源数据库 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况 (倍) 100 @ 80 60 29-39 50.6 45x79 40 42082 32-37 3 588 2422 20 0 2021-06-30 | 2027-12-37 1 2022-12-37 1 2020-12-37 ' 023-12-37 ' 4-06-30 2022-06-30 | 023-06-30 ' 2n- -○- 公司 -○- 行业均值 100 970 94a4 ହ 90 83 - 8 80 76072 70 60 50 40 40.4 30 20 10 7.32 7.56 0 2020 ...

公司长期专注于医疗健康事业，主要从事应用在专业的康复护理与医疗防护领域的一次性医用耗材的研 发、生产和销售，通过ODM/OEM等方式为国际知名医疗器械品牌厂商提供相关产品。（数据宝） 近期上市新股首日融资融券交易明细 | 代码 | 简称 | 上市日期 | 上市首日涨跌 | 上市首日融资余额 | 占流通市值比 | 上市首日融券余额 | | --- | --- | --- | --- | --- | --- | --- | | | | | （%） | （万元） | 例（%） | （万元） | | 920050 | 爱舍伦 | 2026.01.21 | 175.59 | 723.94 | 0.91 | 0.00 | | 920086 | 科马材 | 2026.01.16 | 371.27 | 748.66 | 0.72 | 0.00 | | | 料 | | | | | | | 603352 | 至信股 | 2026.01.15 | 213.44 | 8241.45 | 2.71 | | | | 份 | | | | | 0.00 | | 603402 | 陕西旅 | 2026.01.06 | 64.10 | 2411 ...

（文章来源：证券时报网） 2022年度至2025年1-6月，爱舍伦主营业务收入分别为5.72亿元、5.72亿元、6.89亿元及4.36亿元，最近 三年收入复合增长率为9.73%，收入稳步增长。公司主营业务收入主要来源于境外销售。报告期各期， 公司境外销售收入分别为5.2亿元、5.39亿元、6.52亿元和4.21亿元，占当期主营业务收入比例分别为 90.99%、94.25%、94.71%和96.54%，境外销售收入占比较高，公司产品主要销往美国、欧洲、韩国等 国家和地区。 结合目前的订单情况、经营状况以及市场环境，爱舍伦预计2025年度营业收入约为8.90亿元至9.40亿 元，同比增长幅度约为28.65%至35.89%，主要系下游需求增加及公司产能扩大，公司业务规模扩大； 归属于母公司所有者的净利润约为8929.26万至9847.74万元，同比增长幅度约为10.63%—22.01%;归属于 母公司所有者的扣除非经常性损益后的净利润约为8610.78至9529.27万元，同比增长幅度约为19.37%至 32.11%。 通过此次成功发行及募投项目的陆续实施，爱舍伦将进一步提升现有产品产能，加大新型医用耗材研发 投入 ...

Core Viewpoint - Aishalon Medical Technology Group Co., Ltd. (stock code: 920050.BJ) was listed on the Beijing Stock Exchange, opening at 48.88 yuan and closing at 44.04 yuan, with a significant increase of 175.59% and a total market capitalization of 2.981 billion yuan [1]. Company Overview - Aishalon focuses on the medical health sector, primarily engaged in the research, production, and sales of disposable medical consumables for rehabilitation care and medical protection [1]. - The company provides products to internationally renowned medical device brands through ODM/OEM methods [1]. Shareholding Structure - The controlling shareholder is Jiangsu Novick Technology Investment Co., Ltd., with Zhang Yong as the actual controller, holding a total of 88.69% of the company's shares [1][2]. - After the issuance, Zhang Yong directly holds 1,000,000 shares (1.48%) and indirectly controls 45,017,025 shares (66.52%) [2]. Financial Performance - In 2022, 2023, and 2024, Aishalon's revenue was 573.56 million yuan, 574.66 million yuan, and 691.64 million yuan, respectively, with net profits of 62.80 million yuan, 66.94 million yuan, and 80.61 million yuan [7]. - For the first half of 2025, the revenue was 438.20 million yuan, with a net profit of 49.43 million yuan [8]. - The company reported a revenue of 68.96 million yuan for the first nine months of 2025, a year-on-year increase of 42.84%, and a net profit of 7.31 million yuan, up 26.98% [11]. Fundraising and Investment Projects - Aishalon raised a total of 270.38 million yuan, with a net amount of 240.18 million yuan allocated for the construction of the Caprol Public Health Medical Supplies Industrial Park [5]. - The total investment for the Caprol project is 670.46 million yuan, with 300 million yuan funded through this issuance [6]. Future Projections - The company expects 2025 revenue to be between 889.82 million yuan and 939.87 million yuan, representing a growth of 28.65% to 35.89% compared to 2024 [12]. - The projected net profit for 2025 is estimated to be between 89.29 million yuan and 98.48 million yuan, indicating a growth of 10.63% to 22.01% [12].

Core Viewpoint - Jiangsu Aisheren Medical Technology Group Co., Ltd. successfully went public on the Beijing Stock Exchange, becoming the first A-share listed company in Jiangsu Province this year and the first in Suzhou's Xiangcheng District on the North Exchange [1][6]. Company Overview - Aisheren focuses on the medical health sector, primarily engaged in the research, production, and sales of disposable medical consumables used in rehabilitation care and medical protection [3][8]. - The company provides products through ODM/OEM methods for internationally renowned medical device brands, continuously expanding its product line to include disinfection, home protection, and emergency protection [3][9]. - Aisheren has obtained several certifications, including ISO13485:2016, EU CE certification, and US FDA registration, meeting high global standards for medical consumables [3][9]. Future Plans - The successful IPO will serve as a catalyst for Aisheren to enhance existing production capacity and increase investment in the research and development of new medical consumables [3][9]. - The company aims to actively expand its sterilization business and continuously optimize product quality and service levels [3][9]. - Aisheren plans to leverage the Belt and Road Initiative to deepen its presence in the global medical dressing market, contributing more Chinese wisdom and strength to global healthcare [3][9]. Role of Dongwu Securities - Dongwu Securities acted as the sponsor and underwriter for Aisheren's IPO, showcasing its expertise in the medical consumables sector and enhancing its brand influence in the North Exchange [5][11]. - The firm has successfully sponsored and underwritten 48 companies in Suzhou, with a nearly 50% market share of Suzhou companies listed on the North Exchange [5][11]. - Dongwu Securities aims to continue its commitment to high-quality development and to advance towards becoming a leading investment bank characterized by specialization, market orientation, technological advancement, and internationalization [5][11].

Group 1: Market Overview - The A-share market experienced an overall upward trend on January 21, with major indices rising to varying degrees, particularly the electronic sector which saw a surge in limit-up stocks [1][2][5] - The ChiNext Index rose over 1.5%, while the Sci-Tech 50 Index increased by more than 4% during the trading session [2] Group 2: Electronic Sector Performance - The electronic sector led the market with a gain of over 2.8%, with multiple stocks hitting the daily limit-up [5] - Notable stocks included Longxin Technology and Zhongrong Electric, both achieving a limit-up of 20%, while several others like Kexiang Co. and Jiehuate saw increases exceeding 10% [5][6] Group 3: Stock Performance Data - Key stock performance data includes: - Longxin Technology (688047) at 177.72, up 20.00% with a trading volume of 2.075 billion - Zhongrong Electric (301031) at 143.40, up 20.00% with a trading volume of 687 million - Other significant gainers included Haiguang Information (688041) up 12.40% and Dagan Co. (002077) up 10.03% [6] Group 4: Lithium Sector Activity - The lithium mining sector also saw significant gains, with the sector rising over 2% and stocks like Dazhong Mining and Weicheng Mining hitting the daily limit-up [7] - The surge was attributed to a notable increase in domestic lithium carbonate futures, with the main contract rising over 6% [7] Group 5: New Stock Listing - A new stock, Aisheren, debuted on the A-share market with an impressive rise of over 200% during its trading session [9] - Aisheren focuses on the medical health sector, specializing in the development, production, and sales of disposable medical supplies for rehabilitation and medical protection [11] Group 6: Hong Kong Market Highlights - In the Hong Kong market, Skyworth Group saw a significant increase, with its stock price rising over 40% during the trading session [12] - The company announced plans for a distribution and listing of its solar subsidiary, Skyworth Solar, contingent on meeting certain conditions [14][15]

Group 1 - Aishalon (920050) has been listed on the Beijing Stock Exchange, focusing on the medical health sector, specifically in the research, production, and sales of disposable medical consumables for rehabilitation care and medical protection [1] - The company is controlled by Jiangsu Novik Technology Investment Co., Ltd., with Zhang Yong as the actual controller, holding a total of 88.69% of the company's equity [1] - After the issuance, Zhang Yong directly holds 1,000,000 shares (1.48%) and indirectly holds 40,394,700 shares (59.69%) through Jiangsu Novik, along with additional shares through partnerships, totaling 45,017,025 shares (66.52%) of voting rights [2] Group 2 - The total amount raised from the issuance is 270.38 million yuan, with a net amount of 240.18 million yuan after deducting non-tax issuance costs, which will be used for the construction of the Caple Public Health Medical Supplies Industrial Park project [2]

Group 1: Company Overview of Meidel - Meidel, established in 2009, is a leading supplier of intelligent conveyor systems in China, focusing on the research, design, manufacturing, and sales of smart manufacturing equipment, particularly modular conveyor systems and industrial components [2][5] - The company’s products are integral to factory automation and are widely used in industries such as new energy, automotive parts, electronics, and warehousing logistics [5] - As of September 30, 2025, Meidel holds 201 patents, including 21 domestic invention patents and 159 utility model patents, and is recognized as a national high-tech enterprise [5] Group 2: Financial Metrics and Market Position of Meidel - Meidel's IPO price is set at 41.88 yuan per share, with an issuance price-to-earnings ratio of 14.99, compared to the industry average of 47.36 [3] - The company’s revenue and net profit for 2022 are projected to show a growth rate of 15% and 10% respectively, with a forecasted decline of 10% in 2024 [3][6] - The company plans to allocate 1.20 billion yuan (18.60%) to the Dalian Meidel Phase IV construction project and 2.00 billion yuan (31.01%) to the development of high-end intelligent conveyor systems [4] Group 3: Customer Base and Risks of Meidel - Meidel has a high customer concentration risk, with sales to the top five customers accounting for 59.34% of total revenue in 2022, which is projected to rise to 62.75% by mid-2025 [6] - The concentration is attributed to the high market concentration in the new energy battery sector, where leading companies have significant demand for conveyor systems [6] Group 4: Company Overview of Aishalon - Aishalon, founded in 2003, specializes in the research, production, and sales of disposable medical consumables in the rehabilitation and medical protection fields [7][11] - The company is recognized as the largest manufacturer of medical care pads in China and is rapidly advancing towards the top four in the industry [11] Group 5: Financial Metrics and Market Position of Aishalon - Aishalon's IPO price is set at 15.98 yuan per share, with an issuance price-to-earnings ratio of 14.99, compared to the industry average of 29.79 [8] - The company plans to invest 3.00 billion yuan (100%) into the Caprol public health medical supplies industrial park construction project [10] Group 6: Customer Base and Risks of Aishalon - Aishalon faces a high customer concentration risk, with sales to the top five customers making up 81.99% of total revenue in 2022, increasing to 88.40% by mid-2025 [12] - The primary customer, Medline Group, represents a significant portion of sales, with its share ranging from 71.51% to 77.73% over the forecast period [12]