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首航新能8月26日获融资买入1378.47万元,融资余额1.05亿元
Xin Lang Cai Jing· 2025-08-27 01:45
8月26日,首航新能跌0.37%,成交额1.44亿元。两融数据显示,当日首航新能获融资买入额1378.47万 元,融资偿还1517.12万元,融资净买入-138.65万元。截至8月26日,首航新能融资融券余额合计1.05亿 元。 责任编辑:小浪快报 融资方面,首航新能当日融资买入1378.47万元。当前融资余额1.05亿元,占流通市值的7.77%。 分红方面,首航新能A股上市后累计派现5195.88万元。 机构持仓方面,截止2025年6月30日,首航新能十大流通股东中,香港中央结算有限公司位居第三大流 通股东,持股33.94万股,为新进股东。 融券方面,首航新能8月26日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元; 融券余量0.00股,融券余额0.00元。 资料显示,深圳市首航新能源股份有限公司位于广东省深圳市宝安区新安街道兴东社区67区高新奇科技 楼,成立日期2013年6月7日,上市日期2025年4月2日,公司主营业务涉及新能源电力设备研发、生产、 销售及服务的高新技术企业,专注于太阳能电力的转换、存储与管理,核心产品涵盖光伏并网逆变器、光 伏储能逆变器、储能电池等。主营业 ...
新股探寻 (胜科纳米、矽电股份、首航新能)
2025-04-15 14:30
Summary of Conference Call Records Company and Industry Overview - The company operates in the semiconductor industry, providing third-party testing services to a diverse range of clients, including over 2,000 global customers such as Qualcomm and Broadcom, as well as domestic firms and major foundries like TSMC and ASE [1][2][3] Key Points and Arguments - The semiconductor testing market is divided into two main types: third-party testing laboratories and in-house testing facilities. Third-party testing is noted for its higher economic efficiency due to lower capital investment in high-end equipment [2][3] - The global semiconductor third-party testing market is experiencing growth, with China's market size for material analysis estimated at approximately 14 billion and reliability testing at around 28 billion, contributing to an overall third-party testing market size of 60-70 billion in 2023 [4][5] - The company has a market share of approximately 4.23% in the mainland semiconductor third-party laboratory market, with a 7.9% share in the more technically demanding areas of reliability and material analysis [5][6] - The company is expanding its operations, with new laboratories established in Shenzhen and Qingdao, indicating confidence in future growth and the ability to serve new clients such as ZTE and BYD [6][7] - The company is also diversifying into new sectors such as aerospace and biomedicine, with established collaborations with major players in these fields [7][8] Financial Performance - The company's revenue is projected to grow from 290 million in 2022 to 420 million in 2024, with a forecasted net profit increase of around 40% in Q1 2025 [8][9] - The company faces potential risks from major clients establishing in-house laboratories, international trade disputes, and cyclical fluctuations in the semiconductor market [9][10] Competitive Landscape - The company is a leading domestic supplier of semiconductor probe test equipment, with a market share of 25.7% in mainland China as of 2023. The overall market for probe test equipment is valued at approximately 3.27 billion USD, with a projected growth rate of 20% [10][11] - The company has successfully broken the overseas monopoly in probe test equipment, with a strong technical team and historical expertise in semiconductor development [12][13] Product Development and Innovation - The company is focusing on developing advanced testing equipment for integrated circuits and is the first in mainland China to produce 12-inch wafer probe test equipment, which is crucial for the domestic semiconductor industry [13][14] - The company is also expanding its product line to include sorting machines and automated optical inspection devices, enhancing its capabilities in semiconductor manufacturing [14][15] Risks and Challenges - The company must navigate a competitive landscape dominated by international firms, particularly in the integrated circuit sector, where domestic market penetration remains low [15][16] - The company is also monitoring supply-demand dynamics and price volatility in the semiconductor equipment market, which could impact future performance [20][21] This summary encapsulates the key insights from the conference call, highlighting the company's position in the semiconductor testing industry, its growth strategies, financial outlook, and potential risks.
这支省级引导基金招GP | 科促会母基金分会参会机构一周资讯(4.2-4.8)
母基金研究中心· 2025-04-08 01:18
为更好地对母基金在中国资本市场里所发挥的重要作用进行系统研究,发挥政府出资产业投资 基金等的资源和战略优势,加强政府对社会资本的管理和引导,促进社会资本流向创新创业型 企业和实体经济,推动中国投资行业特别是母基金行业的健康发展, "中国国际科技促进会母 基金分会"(简称"科促会母基金分会")成立。科促会母基金分会领导班子所在机构及参会机 构共8 2家,科促会母基金分会于每周二更新相关机构的一周资讯。 【内容提要】 1 . 这支省级引导基金招 GP 4 . 长江系 AIC基金又落一子 长江建源金岸(湖北)股权投资基金注册落地 5 . 深创投集团已投企业首航新能源登陆深交所创业板 01 这支省级引导基金招GP 根据省委十二届三次全会关于 "重构政府产业基金引导体系,打造千亿级母子基金集群"的部 署,根据《四川省政府产业投资引导基金管理委员会办公室关于同意首批子基金组建方案的批 复 》 ( 川 引 导 基 金 办 函 〔 2 0 2 4 〕 3 号 ) , 四 川 省 先 进 制 造 投 资 引 导 基 金 ( 简 称 " 先 进 制 造 基 金")拟联合社会资本组建设立四川省电子信息产业投资基金(简称"电子信息子 ...
宁德时代入股储能企业敲钟上市
起点锂电· 2025-04-04 03:20
近日,首航新能(301658.SZ)正式登陆深交所创业板,上市首日收40.65元/股,涨244.49%。公司此次IPO每股发行价格为11.80元,发 行股数4123.7114万股, 募集资金总额48659.79万元。 较公司此前公布过的35.12亿元的计划募资总额出现大幅缩水。 首航新能主营业务是新能源电力设备的研发、生产、销售及服务,主要产品包括光伏并网逆变器、光伏储能逆变器、储能电池等。 首航新能的IPO申请于2022年6月获得受理,2023年3月过会,此后直至2025年1月23日方才提交注册。首航新能的计划募集资金经历了较大 调整,2022年6月提交的第一版招股书显示为15.11亿元,折合每股发行价格16.25元。2022年11月更新财务资料后的版本则在募投项目中增 加了一项预计投资规模21亿元的首航储能系统建设项目,拟募集资金总额也随之升至35.12亿元,折合每股发行价格为37.77元,这也是首航 新能最终上会的发行募资方案。 在今年1月的注册稿中,首航新能将计划募资总额大幅减至12.11亿元,其中首航储能系统建设项目预计投入的募集资金从20亿元降至1亿元, 补充流动资金的金额从4.5亿元降至0.5亿 ...
首航新能上市募4.9亿元首日涨244.5% 业绩连降两年
Zhong Guo Jing Ji Wang· 2025-04-02 08:07
中国经济网北京4月2日讯深圳市首航新能(301658)源股份有限公司(股票简称:首航新能,股票代 码:301658)今日在深交所创业板上市。首航新能今日开盘报40.00元,截至今日收盘,该股报40.65元, 涨幅244.49%,成交额12.10亿元,振幅78.31%,换手率81.21%,总市值167.63亿元。 首航新能是一家专业从事新能源电力设备研发、生产、销售及服务的高新技术企业,专注于太阳能电力 的转换、存储与管理,为工商业用户、家庭用户及地面电站等提供光伏发电与储能系统设备,核心产品 涵盖组串式光伏并网逆变器、光伏储能逆变器、储能电池及光伏系统配件等。 首航新能控股股东为许韬。本次发行前首航新能股本总额为37,113.4021万元,许韬直接持有首航新能 17,303.7202万股股份,占首航新能总股本的46.62%,并通过持有深圳市皓首为峰投资咨询合伙企业(有 限合伙)(以下简称"皓首为峰投资")10.38%份额,间接持有首航新能1.17%的股权,通过持有深圳市百竹 成航投资咨询合伙企业(有限合伙)(以下简称"百竹成航投资")53.13%份额,间接持有首航新能4.96%的股 权,许韬直接和间接合计持有 ...
“光储双雄”首航新能创业板敲钟 技术破局构建全球能源新基建生态链
Mei Ri Jing Ji Xin Wen· 2025-04-02 02:46
Core Viewpoint - The article highlights the rapid transformation of China's renewable energy sector, particularly in the photovoltaic and energy storage industries, with Shenzhen SOFAR New Energy Co., Ltd. (首航新能) emerging as a key player following its recent listing on the Shenzhen Stock Exchange [1] Company Overview - Shenzhen SOFAR New Energy specializes in the research, production, sales, and service of renewable energy power equipment, focusing on photovoltaic grid-connected inverters, energy storage inverters, and storage batteries [1] - The company has achieved over 75% of its revenue from overseas markets, showcasing its competitive edge against international giants like SMA and SolarEdge [1][8] Market Trends - The photovoltaic industry is expected to stabilize with silicon wafer prices and profit margins rebounding, with projections indicating a return to over 15% gross margin by Q2 2025 [2] - The global energy storage market is anticipated to reach a scale of 200 billion yuan by 2025, with a shipment volume exceeding 449 GWh, reflecting a year-on-year growth of 30% [2] Business Strategy - SOFAR New Energy has adopted a dual-track strategy focusing on both photovoltaic and energy storage sectors, allowing it to adapt well to industry cycles [2] - The company has developed a product matrix that includes photovoltaic grid-connected inverters, energy storage inverters, and storage batteries, which has contributed to its robust growth [5] Financial Performance - The revenue from grid-connected inverters increased from 1.177 billion yuan in 2021 to 2.06 billion yuan in 2023, while energy storage inverters saw a 226% increase in 2022, reaching 1.373 billion yuan [5] - The company's R&D expenses have totaled 749 million yuan, accounting for 6.51% of its revenue, indicating a strong commitment to innovation [6] Technological Advancements - SOFAR New Energy's photovoltaic inverters have achieved a maximum efficiency of 98.4%, and the company has developed advanced grid interaction technologies [6] - The company has established a solid technological moat through significant R&D investments and partnerships with academic institutions [6] Global Expansion - The company has successfully penetrated international markets, with over 75% of its revenue coming from abroad, and has established a strong presence in emerging markets like India and Brazil [10] - SOFAR New Energy's strategic partnerships and localized marketing efforts have facilitated its global expansion [10] Future Outlook - The company plans to use the funds raised from its IPO to enhance its energy storage systems, R&D capabilities, and marketing networks, positioning itself for accelerated growth in the renewable energy sector [10]
首航新能(301658) - 首次公开发行股票并在创业板上市之上市公告书
2025-03-31 20:03
股票简称:首航新能 股票代码:301658 深圳市首航新能源股份有限公司 Shenzhen SOFARSOLAR Co., Ltd. (深圳市宝安区新安街道兴东社区 67 区高新奇科技楼 11 层) 首次公开发行股票并在创业板上市 之 上市公告书 保荐人(主承销商) (中国(上海)自由贸易试验区商城路618号) 二〇二五年四月 深圳市首航新能源股份有限公司 上市公告书 特别提示 如无特别说明,上市公告书中的简称或名词的释义与本公司首次公开发行 股票招股说明书中的相同。 创业板公司具有业绩不稳定、经营风险高、退市风险高等特点,投资者面 临较大的市场风险。投资者应充分了解创业板市场的投资风险及本公司所披露 的风险因素,审慎做出投资决定。 本上市公告书中若出现总计数与所列数值总和不符的情形,均为四舍五入 所致。 深圳市首航新能源股份有限公司(以下简称"首航新能"、"发行人"、 "公司"或"本公司")股票将于 2025 年 4 月 2 日在深圳证券交易所创业板上 市。 本公司提醒投资者应充分了解股票市场风险及本公司披露的风险因素,在 新股上市初期切忌盲目跟风"炒新",应当审慎决策、理性投资。 1 深圳市首航新能源股份 ...
这家储能企业上市在即!
起点锂电· 2025-03-25 10:51
回首IPO路程,首航新能源也经历过一些风风雨雨。 这场IPO从2022年6月16日获受理,到现在申购阶段已经历时接近3年,募资金额也随着行业的 调整开始回落,从35.12亿元降至约12.11亿元。 业绩一直是投资者参考的重要标准,招股书显示该公司2021年-2024上半年营收分别约为18.2 亿元、44.5亿元、37.4亿元、14.69亿元,扣非净利润分别约为2.6亿元、8.4亿元、3亿元、1.2 亿元,跟随者行业一起经历了大起大落。 该公司主要收入来自境外,2021年-2024上半年境外收入占比分别约为88%、89.6%、75.5%、 83%,2023年以来海外对于储能和光伏的需求区域饱和,影响了公司效益。此外该公司对于大 客户的依赖性也较高,报告期内五大客户的销售额占比均超过50%以上,且以上两种现象并不 会在短时间内解决。 也就是说,如果行业趋于稳定,那么首航新能源的基本盘就会固定,上市后也让很难会有大规 模的变动。 光伏储能双驱动的首航新能需要资本力量扩大舞台。 起点锂电获悉, 3月24日首航新能源开启申购,公开发行4123.71万股人民币普通股(A股), 发行价格为11.80元/股,共计募资12.1 ...
本周,3只新股齐发!宁德时代、特斯拉合作伙伴在列
证券时报· 2025-03-23 23:52
Group 1: New Stock Offerings - Three new stocks will be available for subscription in the A-share market this week: Shihang New Energy, China Ruilin, and Taihong Wanli, with subscription dates on Monday, Wednesday, and Friday respectively [1] Group 2: Shihang New Energy - Shihang New Energy's issue price is set at 11.8 yuan per share, with a maximum subscription limit of 7,500 shares per account, requiring a market value of 75,000 yuan in the Shenzhen market for full subscription [2] - The company specializes in the research, production, sales, and service of new energy power equipment, focusing on solar energy conversion, storage, and management, with core products including string photovoltaic grid-connected inverters, photovoltaic storage inverters, and storage batteries [2] - Revenue projections for 2022-2024 are 4.457 billion yuan, 3.743 billion yuan, and 2.711 billion yuan, with net profits of 849 million yuan, 341 million yuan, and 259 million yuan respectively [2][3] Group 3: China Ruilin - China Ruilin has a maximum subscription limit of 9,500 shares per account, requiring a market value of 95,000 yuan in the Shanghai market for full subscription [4] - The company provides engineering technology services primarily for the non-ferrous metal mining, selection, smelting, and processing industries, with a history dating back to 1957 [5] - Revenue projections for 2022-2024 are 2.617 billion yuan, 2.866 billion yuan, and 2.474 billion yuan, with net profits of 148 million yuan, 148 million yuan, and 155 million yuan respectively [5][6] Group 4: Taihong Wanli - Taihong Wanli has a maximum subscription limit of 27,000 shares per account, requiring a market value of 270,000 yuan in the Shanghai market for full subscription [7] - The company focuses on the research, production, and sales of automotive structural and functional components, and has established itself as a first-tier supplier for several well-known automotive manufacturers [7] - Revenue projections for 2022-2024 are 1.478 billion yuan, 1.544 billion yuan, and 1.689 billion yuan, with net profits of 126 million yuan, 161 million yuan, and 177 million yuan respectively [8]
首航新能(301658):新股覆盖研究
Huajin Securities· 2025-03-16 13:55
Investment Rating - The investment rating for the company is not explicitly stated in the provided documents, but it is implied that the company is positioned for growth in the renewable energy sector [28]. Core Viewpoints - The company is actively investing in product research and development, iterating existing products while launching new series such as centralized energy storage systems and micro-inverter systems [19]. - The company has achieved significant revenue growth in previous years, with a reported revenue of 44.57 billion in 2022, but is facing a decline in revenue and net profit projections for 2023 and 2024 [7][24]. - The company is recognized as a leading supplier of photovoltaic inverters globally, focusing on residential and small commercial applications, and has established a strong market presence through international subsidiaries [18][19]. Summary by Sections Company Overview - The company specializes in the research, production, sales, and service of renewable energy power equipment, including string photovoltaic grid-connected inverters, photovoltaic energy storage inverters, energy storage batteries, and photovoltaic system accessories [6][10]. Financial Performance - The company reported revenues of 44.57 billion, 37.43 billion, and 27.11 billion for the years 2022, 2023, and 2024 respectively, with year-over-year growth rates of 144.12%, -16.01%, and -27.58% [7][24]. - The net profit attributable to the parent company was 8.49 billion, 3.41 billion, and 2.59 billion for the same years, with corresponding year-over-year growth rates of 354.30%, -59.83%, and -24.09% [7][24]. Industry Situation - The photovoltaic inverter industry has experienced rapid growth, with global shipments increasing from 81.3 GW in 2016 to 536.0 GW in 2023, reflecting a compound annual growth rate of 30.92% [11]. - The company competes with major players in the industry, including Huawei and Sungrow, which dominate the market with a combined share of approximately 52% [11]. Company Highlights - The company has a strong technological capability, with inverter products achieving a peak efficiency of 98.4%, ranking among the top in the industry [18]. - The company has received investments from key suppliers, which enhances supply chain stability and reflects industry recognition [18]. - The company has established a global market presence with subsidiaries in various countries, enhancing its international customer base [18]. Investment Projects - The company plans to invest in four projects through its IPO, including the construction of energy storage systems, new energy product manufacturing, upgrading research centers, and expanding its marketing network [20][21][22]. Peer Comparison - Compared to its peers, the company’s revenue and profit margins are below the industry average, with a 2023 revenue of 37.43 billion and a net profit of 3.41 billion, while the average revenue for comparable companies is 170.98 billion [24].