2 证券代码：002318 证券简称：久立特材 | | | 争力。同时，公司将以技术创新为核心动力，专注于研发 | | | --- | --- | --- | --- | | | | 耐高温、耐腐蚀等创新材料，加速推进产品系列化和配套 | | | | | 化进程，从而提高产品附加值。此外，公司将持续拓宽国 | | | | | 际市场的渠道，致力于在全球范围内提升产品的市场份 | | | | | 额，确保公司的长远发展。 | | | 附件清单 | | | 无 | | 日期 | 月 7 | 6 日 | 2025 年 | 浙江久立特材科技股份有限公司投资者关系活动记录表 3 编号：106 | | | √特定对象调研□ 分析师会议 | | --- | --- | --- | | 投资者关系活动 | □ 媒体采访□业绩说明会 | | | 类别 | □ 新闻发布会□ 路演活动 | | | | □ 现场参观 | | | | □ 其他 | | | 参与单位名称及 | 长江证券、东方证券、广发基金、富国基金、博时基金、易方达 | | | | 基金、泰康资产、大成基金、中欧基金、高毅资产、安信基金、 | | | 人员姓名 | 南 ...

-31% 1% 33% 64% 96% 5/24 8/24 11/24 2/25 5/25 兰石重装 沪深300 [Table_Author] 分析师：张帆 兰石重装（ [Table_StockNameRptType] 603169） 公司点评 提质增效多元发展，业务稳健发展 | 投资评级：买入（维持） [Table_Rank] | | | | --- | --- | --- | | 报告日期： | 2025-05-15 | | | [Table_BaseData] 收盘价（元） | | 7.91 | | 近 12 个月最高/最低（元） | | 10.32/4.11 | | 总股本（百万股） | | 1,306 | | 流通股本（百万股） | | 1,306 | | 流通股比例（%） | | 100.00 | | 总市值（亿元） | | 103 | | 流通市值（亿元） | | 103 | [公司价格与沪深 Table_Chart] 300 走势比较 执业证书号：S0010522070003 邮箱： zhangfan@hazq.com [Table_CompanyReport] 相关报告 1.兰石重装 Q3 ...

2025年5月13日，江苏天工科技股份有限公司（以下简称"天工股份"，证券代 码"920068.BJ"）成功向不特定合格投资者公开发行股票并在北京证券交易所上市。 本次公开发行股份数量为6,000万股（不含超额配售选择权），发行价格为3.94元/ 股，发行市盈率14.98倍，募集资金总额为2.36亿元。申万宏源证券承销保荐有限责 任公司担任本次发行的保荐人和主承销商，秉承"专业服务，创造价值"的使命和愿 景，凭借专业的能力、高质量的服务，助力客户圆满上市。 申万宏源承销保荐作为天工股份本次发行的保荐机构和主承销商，严格按 照监管要求勤勉尽责的履行了相关核查程序，对天工股份进行了全面、深入的 尽职调查，以高效优质的服务，获得了客户的充分认可。申万宏源承销保荐从 2015年起深度陪伴天工股份成长，结合公司发展规划，成功助力登陆国内资本 市场，获得了市场和企业的高度认可。未来将坚持向科技创新型企业提供专业 高效服务，引导优质资金持续流向科技创新领域，为新质生产力发展提供强有 力的金融支持。 免责 声 明 本内容最终解释权归申万宏源证券有限公司所有。 本次成功上市不仅是天工股份发展历程上的重要里程碑，也是天工股份未 ...

业务方面，天工股份与苹果供应链企业常州索罗曼深度合作。据华金证券研报，2022年常州索罗曼被纳 入苹果供应链；相应的，公司于2022年11月开始向常州索罗曼批量供应消费电子用钛合金线材，常州索 罗曼也自2022年成为公司第一大客户；2023年起，受益于钛金属在消费电子领域开启的大规模应用，公 5月13日，有一只新股上市，为北交所的天工股份（920068.BJ）。 天工股份主要从事钛及钛合金材料的研发、生产与销售，产品以板材、管材、线材等形式广泛应用于化 工、消费电子等领域。公司为国家级专精特新"小巨人"企业、高新技术企业。 | 今日上市 | | | | | --- | --- | --- | --- | | 920068.BJ 天工股份 | | | | | 发行价(元/股) 机构报价(元/股) | | 市值(亿元) | 所属行业 | | 3.94 | | | 有色金属合金制造 | | 发行市盈率 行业市盈率 | | 可比公司 | 可比公司动态市盈率 | | 15.19 17.44 | | 宝钛股份 | 29.67 64.33 | | | | 西部材料 | | | | | 西部超导 | 37.99 | | 业绩 ...

Core Viewpoint - Tian Gong Co., Ltd. is set to debut on the Beijing Stock Exchange on May 13, having introduced 12 strategic investors, marking the first new stock under the relaxed regulations for strategic investors [1][5] Group 1: Company Overview - Tian Gong Co., Ltd. was established in 2010 and specializes in the research, production, and sales of titanium and titanium alloy materials, recognized as a national-level "little giant" enterprise [1] - The company aims to raise 360 million yuan through its IPO, primarily to construct a production line with an annual capacity of 3,000 tons of high-end titanium and titanium alloy rods and wires [1][4] Group 2: Financial Performance - The company has shown a significant growth trend in recent years, with projected revenues of 383 million yuan, 1.035 billion yuan, and 801 million yuan for the years 2022, 2023, and 2024 respectively, and net profits of 69.98 million yuan, 170 million yuan, and 172 million yuan for the same years [2] - The explosive growth in 2023 is attributed to the large-scale application of titanium in consumer electronics, although this growth is considered to have an element of unpredictability [3] Group 3: Strategic Investment and Market Position - The IPO has attracted 12 strategic investors, with strategic placements accounting for 30% of the total issuance, reflecting confidence in the company's long-term prospects [5][6] - The new regulations from the Beijing Stock Exchange allow for an increased number of strategic investors and higher allocation limits, which could enhance the company's market position [5]

Core Viewpoint - Tian Gong International's subsidiary, Tian Gong Co., has initiated its IPO on the Beijing Stock Exchange, offering 60 million shares at a price of 3.94 RMB per share, leading to a market valuation of 2.548 billion RMB before the exercise of the over-allotment option [1][3][11] Group 1: IPO Details - Tian Gong Co. is issuing 60 million shares, representing 9.28% of the post-issue total share capital, with a potential increase to 69 million shares (10.52%) if the over-allotment option is exercised [1][3] - The IPO is set to open for subscription on April 28, 2025, with a direct pricing method used to determine the share price [3] - The strategic placement of shares is 30%, with 70% allocated for online issuance, reflecting a commitment to retail investors [3][4] Group 2: Financial Performance - Tian Gong Co. has shown significant revenue growth from 283 million RMB in 2021 to 1.035 billion RMB in 2023, with year-on-year growth rates of 55.23%, 35.65%, and 170.05% respectively [6] - The net profit attributable to the parent company also increased from 20.34 million RMB in 2021 to 170 million RMB in 2023, with growth rates of 67.87%, 244%, and 142.57% [6] - For 2024, the projected revenue is 801 million RMB, with a slight increase in net profit to 172 million RMB [6] Group 3: Industry Position and Expansion - The titanium and titanium alloy materials industry in China faces structural overcapacity in low-end products, while high-end products are in short supply [7] - Tian Gong Co. is expanding into high-value sectors such as 3D printing, aerospace fasteners, and medical titanium materials, having achieved significant progress in these areas [7] - The company has received EN9100 certification for aerospace-grade titanium materials and ISO 13485 certification for medical titanium products, enhancing its market credibility [7] Group 4: Future Prospects and Valuation - The funds raised from the IPO will be used to build a production line with an annual capacity of 3,000 tons of high-end titanium and titanium alloy rods and wires, increasing total capacity from 7,000 tons to 10,000 tons [8] - Compared to peers, Tian Gong Co. has a static P/E ratio of 14.98, significantly lower than the average of 50.64 for comparable companies, indicating a potential undervaluation [11]