见微知著 睹始知终 V财网&小V研究 值得一提的是，优迅股份由厦门大学校友柯炳粦创立。该公司 IPO 申请于今年 6 月 26 日正式获受理，从申请获受理到进入上会审议阶段，间隔不足 3 个 月，进程相对迅速。此次冲击科创板，优迅股份计划募集资金 8.09 亿元，所筹资金将主要投入三大项目，分别是下一代接入网及高速数据中心电芯片开发 及产业化项目、车载电芯片研发及产业化项目，以及 800G 及以上光通信电芯片与硅光组件研发项目。 然而，尽管优迅股份有着 "光通信单项冠军" 的头衔，但其业绩表现却未达市场预期，甚至未能满足科创板属性中 "最近三年营业收入复合增长率需达到 25%" 的指标要求。招股书数据显示，2022 年至 2024 年，优迅股份营业收入分别为 3.39 亿元、3.13 亿元、4.11 亿元；同期净利润分别为 8139.84 万元、 7208.35 万元、7786.64 万元。从这两组核心业绩数据不难看出，优迅股份在营业收入和净利润这两大关键业绩指标上，并未展现出科创类公司应有的强劲 成长性。 除此之外，报告期内，优迅股份主营业务毛利率呈明显下滑趋势。具体来看，各期毛利率分别为 55.26%、4 ...

Group 1: Container Manufacturing and Export - Container manufacturing companies are shifting from price advantages to technological advantages, increasing the "new" content in container exports [1] - Suzhou Zhongnan Intelligent Equipment Co., Ltd. has introduced intelligent technology and high-end manufacturing processes, resulting in a product value of nearly 15 million yuan in container exports in the first half of the year [1] - Taicang CIMC Refrigerated Logistics Equipment Co., Ltd. reported a 56% year-on-year increase in refrigerated container exports, totaling 22,000 TEUs in the first half of the year [1] Group 2: Sports Equipment Export - Changzhou enterprises are integrating artificial intelligence with sports products, exemplified by the export of 400 robotic tennis ball machines by Changzhou Xinzhi Technology Co., Ltd. [2] - The sports equipment export value from Changzhou reached 240 million yuan in the first half of the year, reflecting a 6.3% year-on-year growth [2] Group 3: High-tech Products Export - Jiangsu Province exported high-tech products worth 598.53 billion yuan in the first half of the year, with a year-on-year growth of 5.6% [4] - Nantong Haixing Electronics Co., Ltd. achieved an export value of over 50 million yuan for electrode foils, marking a 67.23% increase year-on-year [4] - Suzhou Tianfu Optical Communication has a total import and export value of 2.644 billion yuan in the first half of the year, with a significant year-on-year growth of 101.6% [4]

Group 1: Container Manufacturing and Export - The export products of Jiangsu's container manufacturing industry are increasingly incorporating new technologies and features, shifting from price advantages to technological advantages [1] - Suzhou Zhongnan Intelligent Equipment Co., Ltd. has introduced intelligent technology and high-end manufacturing processes, resulting in a product value of nearly 15 million yuan in container exports in the first half of the year [1] - Taicang CIMC Refrigerated Logistics Equipment Co., Ltd. reported a 56% year-on-year increase in refrigerated container exports, totaling 22,000 TEUs in the first half of the year [1] Group 2: Sports Equipment Export - Changzhou's enterprises are integrating artificial intelligence with sports products, exemplified by the export of 400 robotic tennis ball machines by Changzhou Xinzhi Technology Co., Ltd. [2] - The company’s new product features an AI dynamic interaction system and multi-modal control, enhancing the training experience for consumers [2] - In the first half of the year, Changzhou's sports equipment exports reached 240 million yuan, a year-on-year increase of 6.3% [2] Group 3: Battery and High-tech Products Export - Meimiao Environmental Technology Co., Ltd. has exported 512 ball machines, while Jiangsu Weilan New Energy Battery Co., Ltd. reported a twofold increase in export value in the first half of the year [3] - The solid-state lithium batteries produced by Jiangsu Weilan offer higher safety and energy density compared to traditional batteries [3] - The province's high-tech product exports reached 598.53 billion yuan in the first half of the year, with a year-on-year growth of 5.6% [4] Group 4: Electronic Materials and Solutions - Nantong Haixing Electronics Co., Ltd. achieved a 67.23% year-on-year increase in export value, surpassing 50 million yuan, with a market share of over 7% in the global electrode foil market [4] - The company focuses on technology research and development, holding over 260 patents [4] - Suzhou Tianfu Optical Communication has increased its production efficiency through a group processing trade supervision model, achieving a total import and export value of 2.644 billion yuan, a year-on-year increase of 101.6% [4]