Core Viewpoint - Youli Intelligent (920007) announced a semi-annual report distribution plan, proposing a cash dividend of 10 yuan per share (including tax), with a total cash dividend distribution expected to be 42 million yuan [1] Financial Performance - The company reported a revenue of 481 million yuan for the first half of the year, representing a year-on-year growth of 29.47% [1] - Net profit for the same period was 57.95 million yuan, showing a year-on-year increase of 17.00% [1] - Earnings per share were reported at 1.88 yuan, with a weighted average return on equity of 17.68% [1] Business Overview - The company's main business focuses on the research, development, production, and sales of core components for photovoltaic brackets [1] Market Performance - The latest closing price of the stock was 77.77 yuan, with a cumulative increase of 0.63% over the past five days and a total turnover rate of 48.63% [1]

Group 1 - The company Youli Intelligent (920007) announced a semi-annual report distribution plan, proposing a cash dividend of 10 yuan per share (including tax), with a total cash dividend distribution expected to be 42 million yuan [2] - The company's semi-annual report indicates that revenue for the first half of the year was 481 million yuan, representing a year-on-year increase of 29.47%, while net profit was 57.95 million yuan, up 17.00% year-on-year, and earnings per share were 1.88 yuan, with a weighted average return on equity of 17.68% [2] - The company's main business focuses on the research, development, production, and sales of core components for photovoltaic brackets [2] Group 2 - The latest closing price of the company's stock is 77.77 yuan, with a cumulative increase of 0.63% over the past five days, and a total turnover rate of 48.63% [2]

Core Viewpoint - The report from Zhongtai Securities highlights that Yihua Co., Ltd. is expected to experience rapid growth in high-speed connectors due to increasing demand driven by AI and high-speed interconnectivity [1][3]. Group 1: Company Developments - Yihua Co., Ltd. approved an increase in the expected daily related transactions with its affiliate Suzhou Yihua New Energy Technology Co., Ltd. by 79.5 million yuan [1]. - The company’s subsidiary, Leqing Yihua, focuses on manufacturing and selling core components for photovoltaic tracking brackets, with major clients including NEXTracker, GCS, Array, Ideematec, and Gonvarri [1][2]. Group 2: Market Position and Performance - Yihua has established a solid reputation in the international market, achieving steady growth in shipment volumes and becoming a key supplier to its clients [2]. - The company has a global production and supply network supported by factories in the U.S., Thailand, and Wenzhou, Tianjin [2]. - The report indicates that the connector business is projected to grow significantly, with a forecasted revenue of 2.464 billion yuan in 2024, representing a year-on-year increase of 38.10% [4]. Group 3: Industry Trends - The photovoltaic industry is entering a rapid development phase due to global carbon neutrality goals and the transition to clean energy [1]. - The high-speed connector market is characterized by a variety of products and small batch sizes, with Yihua having established long-term partnerships with major companies like Huawei, ZTE, and Foxconn [3]. - The report anticipates that the AI-driven demand for high-speed interconnectivity will lead to accelerated growth in Yihua's high-speed communication connector business [3].

IPO Pipeline Overview - As of August 10, there are 299 companies in the IPO pipeline, with 29 on the Shanghai Main Board, 36 on the Sci-Tech Innovation Board, 26 on the Shenzhen Main Board, 29 on the ChiNext, and 179 on the Beijing Stock Exchange [1][2]. Newly Listed Companies - From August 4 to August 10, three companies were newly listed: - Hansan (Nanjing) Technology Co., Ltd. on the ChiNext with a closing price of 82.89 CNY per share, a rise of 186.72%, and a trading volume of 2.048 billion CNY [4][5]. - Yangzhou Tianfulong Group Co., Ltd. on the Shanghai Main Board with a closing price of 56.80 CNY per share, a rise of 140.68%, and a trading volume of 1.971 billion CNY [5]. - Jiangsu Youli Intelligent Equipment Co., Ltd. on the Beijing Stock Exchange with a closing price of 83.22 CNY per share, a rise of 246.89%, and a trading volume of 732 million CNY [5]. New Counseling Record Companies - Eight companies were newly recorded for counseling from August 4 to August 10, including: - Beijing Jichuang Beifang Technology Co., Ltd., focusing on integrated circuit design [6][7]. - Yao Mazi Food Co., Ltd., specializing in seasoning products [8]. - Changde New Material Technology Co., Ltd., engaged in resource utilization and new materials [8]. - Anhui Jiren Pharmaceutical Co., Ltd., focusing on modern traditional Chinese medicine [8]. - Dongguan Yuanli Optoelectronics Co., Ltd., specializing in LCD backlight modules [8]. - Zhongdao Optoelectronic Equipment Co., Ltd., focusing on detection equipment for displays and solar cells [8]. - Tianbo Intelligent Technology (Shandong) Co., Ltd., producing various automotive sensors [9]. - Zhongxing Micro Technology Co., Ltd., providing video technology solutions based on AI and big data [9]. Approval Status of Companies - Three companies successfully passed the review process from August 4 to August 10: - Zhongcheng Zhixin Engineering Consulting Group Co., Ltd. on the Beijing Stock Exchange [10]. - Suzhou Fengbei Biotechnology Co., Ltd. on the Shanghai Main Board [10]. - Zhuhai Nante Metal Technology Co., Ltd. on the Beijing Stock Exchange [10]. - The review for Jiejia Robot Co., Ltd. was canceled [10]. Registration Approval - Two companies received registration approval from August 4 to August 10: - Guangzhou Bibete Pharmaceutical Co., Ltd., focusing on innovative drug development [16][17]. - Daming Electronics Co., Ltd., specializing in automotive electronic components [18]. Termination of Review - Only one company, Wenduoli Sunshade Materials (Dezhou) Co., Ltd., withdrew its IPO application during this period [20][21].

Core Points - The company Youli Intelligent (stock code: 920007) experienced a significant increase of 246.89% on its first day of trading, with a turnover rate of 77.21% and a transaction volume of 732 million yuan [1] - The company's main business focuses on the research, development, production, and sales of core components for photovoltaic brackets [2] Financing and Trading Details - On its debut, Youli Intelligent had a financing buy-in amount of 7.5878 million yuan, accounting for 1.04% of the total trading volume, with a latest financing balance of 6.3916 million yuan, representing 0.72% of the circulating market value [1][2] - The financing and securities lending details of other newly listed stocks on the same day indicate varying performance, with Youli Intelligent showing a notable increase compared to its peers [2][3]

| 920066 | 科拜尔 | 13.31 | 2024.10.31 | 52.52 | 294.59 | | --- | --- | --- | --- | --- | --- | | 920088 | 科力股份 | 7.32 | 2024.10.29 | 36.40 | 397.27 | | 920019 | 铜冠矿建 | 4.33 | 2024.10.11 | 36.00 | 731.41 | | 920099 | 瑞华技术 | 19.00 | 2024.09.25 | 24.19 | 27.32 | | 920016 | 中草香料 | 7.50 | 2024.09.13 | 25.60 | 241.33 | | 920008 | 成电光信 | 10.00 | 2024.08.29 | 20.10 | 101.00 | | 920118 | 太湖远大 | 17.00 | 2024.08.22 | 23.13 | 36.06 | | 920002 | 万达轴承 | 20.74 | 2024.05.30 | 67.98 | 227.77 | | 872931 | 无锡鼎邦 | 6.20 | 2024.04 ...

证券时报·数据宝统计显示，公司主营业务为光伏支架核心零部件的研发、生产和销售。 2022年、2023年、2024年公司净利润分别为4219.48万元、7817.27万元、9004.78万元。 公司本次公开发行数量为1120.30万股，发行价格为23.99元，发行市盈率11.29倍，网上发行量为896.24 万股。根据超额配售选择权机制，华泰联合证券已向网上投资者超额配售168.05万股，占初始发行股份 数量的15.00%，同时网上发行数量扩大至1064.29万股。本次发行战略配售股份合计224.06万股，占初 始发行规模的20.00%。 本次网上发行有效申购数量2561609.58万股，有效申购倍数为2406.88倍，有效 申购户数为56.41万户，网上获配比例为0.04%。（数据宝） 北交所新股N酉立（920007）今日上市，开盘上涨308.50%，截至上午收盘涨幅回落至262.15%，半日成 交量591.47万股，成交额5.38亿元，换手率55.57%。 （文章来源：证券时报网） ...

Core Points - N Youli (920007) was listed on the Beijing Stock Exchange today, opening at 98.00 yuan, representing a 308.50% increase from its issue price [2] - The company specializes in the research, production, and sales of core components for photovoltaic brackets [2] - The company's public offering consisted of 11.203 million shares at an issue price of 23.99 yuan, with an initial price-to-earnings ratio of 11.29 times [2] - The effective subscription amount for the online offering was 25,616,095.8 million shares, resulting in a subscription multiple of 2406.88 times and an allocation ratio of 0.04% [2] Financial Performance - The company's net profits for the years 2022 to 2024 are projected to be 42.1948 million yuan, 78.1727 million yuan, and 90.0478 million yuan, respectively [3]

Group 1 - The article discusses the listing of two new stocks on August 8, with details on their pricing, market capitalization, and business highlights [1] - Tianfulong, listed on the Shanghai Stock Exchange, has an issuance price of 23.60 yuan, a total market value of 8.496 billion yuan, and an issuance price-to-earnings ratio of 20.93 [2] - Tianfulong specializes in the recycled polyester short fiber sector, focusing on creating a closed-loop industrial chain for "recycling-reuse-high-value application" [2] - Youshi Intelligent, listed on the Beijing Stock Exchange, has an issuance price of 23.99 yuan, a total market value of 899.9 million yuan, and an issuance price-to-earnings ratio of 11.29 [2] - Youshi Intelligent is focused on the photovoltaic bracket sector, particularly on core components such as the torque tube (TTU) and bearing components (BH) [2] - The company has established a strong reputation in both domestic and international photovoltaic bracket industries [2]

Group 1: Tianfulong (603406.SH) - Tianfulong primarily engages in the research, production, and sales of differentiated polyester staple fibers, expanding its product layout from recycled colored polyester staple fibers to differentiated composite fibers and polyester new materials [1][7] - The company has a market capitalization of 9.44 billion yuan and an issuance price of 23.6 yuan per share, with an institutional offering price of 25.71 yuan per share [4] - Tianfulong ranks ninth in the production of virgin polyester staple fibers and second in recycled polyester staple fibers in China, with its sales of colored polyester staple fibers for automotive interiors and low-melting-point staple fibers ranking first in the domestic market from 2021 to 2023 [7] - The company plans to invest 73.42% of its raised funds into a high-elasticity low-melting-point fiber project, which aims to produce 170,000 tons of low-melting-point polyester fibers annually [6] Group 2: Youli Intelligent (920007.BJ) - Youli Intelligent focuses on the research, production, and sales of core components for photovoltaic brackets, having established itself in the photovoltaic support field since its inception [1][10] - The company plans to allocate 56.07% of its raised funds to the construction of a production base for core components of photovoltaic brackets [10] - Youli Intelligent has received the "High-tech Enterprise" title in 2023 and holds 61 authorized patents, demonstrating its commitment to innovation and quality [10][11] - The company is a key supplier of components to Nextracker, a leading global tracking bracket company, and has established strong partnerships with other notable photovoltaic enterprises [11]