证券日报网讯1月5日，福斯特（603806）在互动平台回答投资者提问时表示，公司自设立以来一直都在 盈利，2024年度实现净利润13.08亿元，不存在您说的情况。近些年光伏行业整体处于周期底部，盈利 承压，但公司作为光伏胶膜龙头企业的竞争优势进一步夯实，在BC技术、HJT技术、钙钛矿技术、柔 性组件技术等差异化技术所需的封装材料领域保持技术领先，并且拥有最大的海外产能，服务于差异化 的客户及市场。公司资产优良，资产负债率极低，现金储备充裕，可以帮助公司稳定的穿越光伏行业周 期。未来公司将持续加大研发投入，适时开展产业投资，在光伏领域，以及第二成长曲线电子材料(应 用于PCB制成)和锂电材料(应用于固态电池封装)都有更好的未来。 ...

Group 1 - The company, XinGuoYi, primarily produces anti-overflow adhesive special films and high-resistance special films, which are mainly used in the production process of flexible circuit boards [2] - In addition to its main products, the company also engages in the production, research, and development of electronic product component materials, modified materials, optical adhesive films, new energy lithium battery materials, and photovoltaic adhesive films [2]

Group 1 - The company, Xin Guang Yi (301687.SZ), confirmed that its main products, including anti-spill special films and high-resistance special films, are primarily used in the automated production processes of flexible printed circuit boards (PCBs) [2] - In addition to PCB-related products, the company also produces and develops electronic component materials, modified materials, optical adhesive films, new energy lithium battery materials, and photovoltaic adhesive films [2]

Core Viewpoint - Suzhou Xinguangyi Electronics Co., Ltd. successfully listed on the Shenzhen Stock Exchange's ChiNext board, raising a net amount of 704 million yuan for functional materials projects, with a significant first-day trading performance [1][4]. Company Overview - Founded in 2004, Xinguangyi specializes in the research, production, and sales of high-performance special functional materials, achieving a leading market share in its segment [4]. - The company has established deep partnerships with several top global flexible circuit board manufacturers, becoming a key supplier of special films for major clients [4]. Financial Performance - Xinguangyi reported revenues of 455 million yuan, 516 million yuan, and 657 million yuan for the years 2022, 2023, and 2024, respectively, with net profits of 82 million yuan, 83 million yuan, and 116 million yuan [4]. - The company forecasts a revenue of 704 million yuan for 2025, representing a year-on-year growth of 7.10%, and a net profit of 127 million yuan, reflecting a 10% increase [4]. Market Position and Strategy - The company aims to expand its market share and solidify its leading position in core products while focusing on new energy materials as a growth driver [5]. - Xinguangyi has developed special films for the new energy vehicle sector, with products passing tests by BYD, indicating potential for large-scale production [5]. Industry Context - In 2025, the "Suzhou Board" saw a total of 20 new listed companies, with 12 A-share listings, marking a 100% year-on-year increase and making Suzhou the leading city for new A-share listings in China [3][6]. - The newly listed companies predominantly belong to emerging industries such as electronics, machinery, power, automotive, and biomedicine, highlighting the region's strong innovation capabilities [7].

格隆汇12月31日丨联泓新科(003022.SZ)在互动平台表示，公司EVA产品为光伏胶膜的主要原料，不直 接生产光伏胶膜。目前公司EVA产品保持全产全销，产品价格相对平稳。 ...

Group 1 - Suzhou Xinguangyi Electronics Co., Ltd. officially listed on the Shenzhen Stock Exchange's Growth Enterprise Market on December 31, marking a significant achievement for Suzhou in 2025 with 20 new listed companies, including 12 domestic A-share companies, ranking first among major cities in China [1] - The company, established in 2004, focuses on the research, production, and sales of high-performance specialty functional materials, including anti-overflow adhesive films and high-resistance specialty films, aiming to break the technological monopoly of foreign companies in these areas [1] - Xinguangyi issued 36.716 million shares at a price of 21.93 yuan per share, raising 805 million yuan to invest in the research and development of emerging businesses and capacity expansion [1] Group 2 - The Wu Zhong District of Suzhou has prioritized enterprise listings as a key strategy for achieving high-quality economic development, establishing a growth nurturing mechanism and financial service ecosystem for companies [2] - Currently, nearly 200 companies are in the pipeline for potential listing, indicating a robust environment for future public offerings in the region [2]

*免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 | | 新广益(创业板,301687 | | | --- | --- | --- | | 发行价格 | 21.93元 | | | 郎签率 | 0.015608% | 询价 | | 总市值 | 24.16亿 | | | 发行市盈率 | 28.59 | 行业 | | 1、 | 公司是国内领先的柔性线路板特种功能薄膜材 耐受性特种膜等产品已成功打破国外技术垄断； | | | | 种膜领域的市占率稳居第一、其中2024年达30% | | | 业务及亮点 | 2、二十余款材料进入苹果供应链并实现部分交付 | | | | 测试，比亚迪直接持有公司4.17%股份。 | | | | 3、光伏胶膜与光伏背板产品全球出货量排名第一 | | | | 合格供应商认证并完成批量供货，2025年全球光 | | | | 衙东光 (北交所，920045 | | | 发行价格 | 31.59元 | | | 智签室 | 0.034441% | 询价 | | 总市值 | 18.27亿 | | | --- | --- | --- | | 发行市盈率 | 14.99 | ...

技术破局，改写市场格局的"隐形冠军" 新广益的崛起，始于一次艰难的技术攻坚。 时间回到2006年。当时，中国消费电子产业飞速发展，但上游核心材料却严重依赖进口。柔性线路板 （FPC）生产中的一种关键耗材——"抗溢胶特种膜"，市场被日本三井化学、住友化学、积水化学三家 企业垄断。 可以说，新广益的上市不仅是资本化的里程碑，更讲述了一个关于"替代"与"成长"的故事，是"自主创 新、进口替代"产业突围的生动缩影。如今，公司正借助资本市场的力量，打开全新的增长空间。 近日，专注于高性能特种功能材料研发与制造的苏州市新广益电子股份有限公司（以下简称新广益）正 式在创业板上市，证券代码为301687.SZ。 作为在细分领域深耕二十年的"隐形冠军"，新广益自2004年成立以来，始终坚持研发创新，成功打破了 日韩企业在关键材料上的长期垄断。2022—2024年，其营业收入从4.55亿元增长至6.57亿元，年复合增 长率约19.7%；归母净利润从0.82亿元增长至1.16亿元，复合增长率约18.9%。 目前，新广益的产品已深入全球高端制造链条，是鹏鼎控股、维信电子等全球顶尖FPC厂商的核心供应 商，也通过歌尔股份等客户进入苹果 ...

12月31日，有两只新股上市，为北交所的蘅东光（920045.BJ）与创业板的新广益（301687.SZ）。 蘅东光成立于2011年9月，是一家专业从事光通信领域无源光器件产品的研发、制造与销售的高新技术 企业。招股书显示，蘅东光是国家高新技术企业，曾承担过400G超高密度无源多芯光子连接组件及系 统关键技术研究、多通道高速硅光芯片及光引擎集成关键技术研发等省市级重大课题。 | | 打新早知道 | 南财快讯 | | | --- | --- | --- | --- | | 今日上市 | | | | | 920045.BJ 薇东光 | | | | | 市值(亿元) | 发行价(元/股) 机构报价(元/股) | | 所属行业 | | | 31.59 | 通信网络设备及器 | | | | | | 件 | | 可比公司 | 发行市盈率 行业市盈率 | 可比公司动态市盈率 | | | 太辰光 | 58.05 14.99 | | 72.53 | | 天字通信 | | | 90.14 | | 光库科技 | | | 304.38 | | 业绩情况 | | | | | | 14.0 | | 400% | | | 12.0 | | ...

证券日报网讯12月29日，福斯特（603806）在互动平台回答投资者提问时表示，公司的泰国基地上半年 主要由于老产线的产品类型受限导致盈利下降，今年随着2.5亿平方米光伏胶膜全新产线的陆续投产， 泰国基地下半年已经实现盈利的大幅上涨，经营情况已经恢复正常，并且在四季度受益于海外光伏需求 的高景气度保持高比例排产的状态。 ...