2026年开年以来，北交所新股市场迎来"开门红"，审核与上市节奏双双提速，为北交所高质量扩容按下"加速键"。截至1月30日，已有科马材料、爱舍 伦、国亮新材、农大科技、美德乐5家企业相继登陆北交所，为资本市场注入新鲜活力。这一开局态势延续了北交所"质优、量适、步稳"的扩容原则。目 前，北交所上市公司达292家，总市值逼近万亿元大关。与此同时，北交所IPO审核正保持高频节奏，多家券商认为，在北交所市场制度改革深化背景 下，预计后续IPO有望维持高速发行态势。 上市企业表现亮眼 北交所高质量扩容持续推进，开年以来已有五家企业在北交所上市，上市后股价均表现亮眼。 科马材料：科马材料1月16日在北交所上市，成为北交所2026年第一股。该公司主要产品为干式离合器摩擦片及湿式纸基摩擦片，客户包括国内外离合器 生产企业。经过二十多年的发展，已成长为省级隐形冠军和国家级专精特新"小巨人"企业。上市首日，科马材料股价表现强劲，盘中一度飙升585%，当 天收盘报54.95元/股，较发行价上涨371.27%。 爱舍伦：爱舍伦专注于医疗健康领域，核心产品为医用护理垫、手术铺单等一次性医用耗材，通过ODM/OEM模式为国际知名医疗器械 ...

Core Insights - The Beijing Stock Exchange (BSE) is becoming a significant platform for innovative small and medium-sized enterprises, with 290 listed companies and a total market capitalization nearing 1 trillion yuan as of January 23, 2026 [1][4] Group 1: Recent Listings - Three companies have recently gone public on the BSE: Kema Materials, Aisheren, and Guoliang New Materials, all of which have shown strong stock performance post-listing [2][3] - Kema Materials, specializing in dry and wet friction plates, saw its stock price surge by 371.27% on its first trading day, closing at 54.95 yuan per share [2] - Aisheren, focused on medical health products, experienced a 175.59% increase in its stock price, closing at 44.04 yuan per share on its debut [2] - Guoliang New Materials, a leader in refractory materials, had a first-day stock price increase of 160.78%, closing at 28.06 yuan per share [3] Group 2: Investor Participation - Investor enthusiasm for new stock offerings remains high, with over 800 billion yuan frozen for the three new listings, resulting in low allocation rates of 0.02%-0.03% [4] - Kema Materials attracted 855.76 billion yuan in frozen funds with a subscription rate of 0.026%, while Aisheren had 878.92 billion yuan with a rate of 0.028%, and Guoliang New Materials saw 828.08 billion yuan with a rate of 0.021% [4] - The upcoming IPOs of Nongda Technology and Medela are expected to draw significant investment, with Nongda Technology's recent offering seeing 9.29 billion yuan frozen and a subscription multiple of 2582.89 times [4] Group 3: Regulatory Environment - The frequency of IPO review meetings at the BSE has significantly increased since Q4 2025, focusing on nurturing specialized and innovative hard-tech enterprises [4] - In the week of January 19-23, the BSE's listing committee held three review meetings, successfully approving three companies: Bairuiji, Mifutech, and Toptech [4] - The enhanced review efficiency and improved market ecology position the BSE as a core channel for innovative enterprises to connect with capital markets [4]

Core Insights - The Beijing Stock Exchange (BSE) is becoming a significant platform for innovative small and medium-sized enterprises, with 290 listed companies and a total market capitalization nearing 1 trillion yuan as of January 23, 2026 [1] - The IPO review process on the BSE is maintaining a high frequency, with expectations for continued rapid issuance of new listings due to ongoing market reforms [1] Group 1: Recent Listings - Three companies have recently gone public on the BSE: Kema Materials, Aisheren, and Guoliang New Materials, all of which have shown strong stock performance post-listing [1][2] - Kema Materials, listed on January 16, 2026, saw its stock price surge by 585% at one point, closing at 54.95 yuan per share, a 371.27% increase from its issue price [1] - Aisheren, which focuses on medical health products, listed on January 21, 2026, and its stock rose by 175.59% to close at 44.04 yuan per share [2] - Guoliang New Materials, listed on January 22, 2026, experienced a stock price increase of 160.78%, closing at 28.06 yuan per share [2] Group 2: Investor Participation - Investor enthusiasm for new stock offerings is high, with over 800 billion yuan in frozen funds for the three new listings, resulting in low allocation rates of 0.02% to 0.03% [3] - Kema Materials attracted 855.77 billion yuan in frozen funds with a subscription rate of 0.026%, while Aisheren had 878.92 billion yuan with a rate of 0.028%, and Guoliang New Materials saw 828.08 billion yuan with a rate of 0.021% [3] - The upcoming IPOs of Nongda Technology and Medela are expected to draw even more investment, with Nongda Technology's recent offering resulting in 9.29 billion yuan in frozen funds and a subscription multiple of 2582.89 times [3] Group 3: Regulatory Environment - The frequency of IPO review meetings on the BSE has significantly increased since Q4 2025, focusing on nurturing specialized and innovative technology enterprises [3] - In the week of January 19-23, 2026, the BSE's listing committee held three review meetings, successfully approving three companies: Bairuiji, Mifutech, and Toptech [3] - The enhanced review efficiency and improved market ecosystem position the BSE as a key channel for innovative enterprises to connect with capital markets [3]

一张护理垫背后的"隐形冠军" 公司长期深耕专业康复护理与医疗防护领域，核心产品为医用护理垫、手术铺单等一次性医用耗材，通 过ODM/OEM模式为国际知名医疗器械品牌商提供产品。公司通过ODM/OEM模式，与包括美国Medline 集团、波兰Zarys集团、韩国Sejong Healthcare在内的多家国际知名医疗器械品牌商建立了长期、稳固的 战略合作关系。 爱舍伦成功登陆北交所 1月21日，爱舍伦正式登陆北交所，开启了资本市场的崭新篇章。 爱舍伦成立于2015年，长期专注于医疗健康事业，主要从事应用在专业的康复护理与医疗防护领域的一 次性医用耗材的研发、生产和销售，通过ODM/OEM等方式为国际知名医疗器械品牌厂商提供相关产 品。长期以来，爱舍伦紧紧围绕医疗工作者和患者的专业需求，以康复护理、手术感控产品为核心，不 断向消毒清洁、家庭防护、急救防护等领域拓展，持续开发新产品，拓展产品线的深度和广度。 技术实力与质量体系是爱舍伦赢得国际市场的通行证。交流中披露，公司已取得包括ISO13485、欧盟 CE、美国FDA企业注册和产品列名在内的多项国际权威认证，这是产品进入欧美高端市场的硬性门 槛，也是其质量过硬的 ...

2026年1月21日， 江苏爱舍伦医疗科技集团股份有限公司 正式在北京证券交易所上市，成为 2026 年江苏省 及苏州市首家新增 A 股上市公司 。 根据披露信息，公司本次 IPO 发行 1691.98 万股 ，发行价格 15.98 元/股 ，对应募集资金总额约 2.70 亿 元 。本次发行完成后，公司总股本为 6767.93 万股 ，发行市盈率（摊薄）约 14.99 倍 。 上市首日涨幅 175.59%，市值达到30亿元。 从发行节奏与定价水平看，爱舍伦延续了北交所医疗器械企业一贯的稳健取向，更强调既有经营与财务基础， 而非高弹性叙事。 # 公司介绍 公司已建立覆盖研发、生产、质量控制的完整体系，取得 ISO 13485 质量管理体系认证，并通过 CE 认证及 美国 FDA 企业注册和产品列名，具备稳定的国际市场准入能力。 在客户结构上 ，爱舍伦长期服务于 Medline 等国际医疗用品集团客户，客户合作周期较长、订单稳定性较 强， 但同时也带来一定程度的客户集中风险 。 爱舍伦成立于2015年，总部位于江苏苏州，是一家以医用敷料及手术感控相关产品为核心的医疗器械制造企 业。公司长期专注于 康复护理产品 与 ...

在业绩方面，爱舍伦近年表现稳健增长，2024年实现营业收入6.92亿元、净利润8071.11万元；2025年预 计全年营业收入将达8.90亿-9.40亿元，同比增长28.65%-35.89%。 在技术方面，截至本招股说明书签署日，爱舍伦拥有46项实用新型专利、10项外观设计专利、21项发明 专利，并拥有著作权2项，同时拥有6项在审发明专利。 本次上市，爱舍伦公开发行1692万股普通股，发行价格15.98元/股，发行后总股本6768万股。募集资金 将全部投入"凯普乐公共卫生医疗物资产业园建设项目"，该项目总投资6.7亿元，目前已开始建设。项 目建成后，将新增医用敷料4800万包/年、袋类及管类医用器械2000万个/年、OTC产品系列、IPA、PVP 等系列1.87亿包/年的产能，可实现年产能医用器械灭菌生产和技术服务12万立方米。 转自：中国证券报·中证网 中证报中证网讯（程雪儿 熊永红）1月21日，江苏爱舍伦医疗科技集团股份有限公司（证券简称：爱舍 伦，证券代码：920050）在北京证券交易所挂牌上市，成为今年江苏省首家新增A股上市公司，同时也 是苏州市相城区首家北交所上市企业，打响2026年江苏公司在A股市 ...

分析师认为，爱舍伦医疗所处的医用敷料行业，是医疗健康领域的刚性需求赛道。随着全球人口老龄化 加剧、手术量增长以及感染控制意识提升，全球及中国医用敷料市场规模持续稳步增长。同时，行业正 朝着高品质、多功能、一次性使用的方向发展，拥有规模化生产、技术创新能力和优质客户资源的企业 竞争优势日益凸显。 在这样的背景下，爱舍伦适时登陆北交所，募投扩产，有望更好地抓住行业发展机遇。 据招股书，本次发行募集资金在扣除发行费用后将主要用于投资建设"凯普乐公共卫生医疗物资产业园 建设项目"，扩充产能并拓展新产品线（如灭菌服务、尿袋、OTC产品等）。截至2025年6月末，本次募 投项目建设进度已过半。 2026年1月21日，江苏爱舍伦医疗科技集团股份有限公司(920050)在北京证券交易所正式挂牌上市，成 为今年江苏省首家A股上市企业，也是苏州市相城区首家北交所上市企业。其保荐机构为东吴证券，股 价开盘涨224.78%，总市值达34.9亿元。 一张护理垫背后的"隐形冠军" 爱舍伦医疗自成立以来，始终专注于康复护理与手术感控领域一次性医用耗材的研发、生产和销售。公 司通过ODM/OEM模式，与包括美国Medline集团、波兰Zar ...

电子板块爆发。 A股市场今天（1月21日）上午整体上行，主要指数不同程度上涨，电子板块掀起涨停潮，成为市场主要亮点之一。 港股市场今天上午整体低位震荡。受到相关信息提振，创维集团一度大涨逾40%。 A股电子板块掀涨停潮 A股市场今天上午整体上行，主要指数不同程度上涨。创业板指一度涨超1.5%，科创50指数一度涨超4%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 4120.10 | 6.45 | 0.16% | | 399001 | 深证成指 | 14263.20 | 107.57 | 0.76% | | 000680 | 科创综指 | 1855.19 | 34.71 | 1.91% | | 881001 | 万得全A | 6797.97 | 39.04 | 0.58% | | 399006 | 创业板指 | 3306.00 | 28.02 | 0.85% | | 899050 | 北证50 | 1527.53 | 9.93 | 0.65% | 从行业板块和赛道来看，若按照申万一级行业划分，电子板块 ...

Core Viewpoint - The electronic sector in the A-share market has experienced a significant surge, with many stocks hitting the daily limit up, indicating strong investor interest and potential growth in this industry [1][6]. A-Share Market Performance - The A-share market showed an overall upward trend, with major indices rising to varying degrees. The ChiNext Index rose over 1.5%, and the Sci-Tech 50 Index increased by more than 4% [4]. - Specific indices and their performance include: - Shanghai Composite Index: 4120.10, up 0.16% [5] - Shenzhen Component Index: 14263.20, up 0.76% [5] - ChiNext Index: 3306.00, up 0.85% [5] Electronic Sector Highlights - The electronic sector led the market with a rise of over 2.8%, with several stocks reaching their daily limit up. Notable performers include: - Longxin Zhongke: 177.72, up 20% [7] - Zhongrong Electric: 143.40, up 20% [7] - Other stocks like Jiahua Technology and Jianghua Microelectronics also saw significant gains [6]. Lithium Mining Sector - The lithium mining sector experienced a substantial increase, with the sector rising over 2%. Stocks such as Dazhong Mining and Weicheng Mining hit their daily limit up. The rise was supported by a significant increase in domestic lithium carbonate futures, with the main contract rising over 6% [8]. New Stock Performance - A new stock, Aisheren, was listed today and saw a remarkable increase of over 200% during trading [12]. The company focuses on medical health, specializing in disposable medical supplies for rehabilitation and medical protection [13]. Hong Kong Market Activity - The Hong Kong market experienced low-level fluctuations, with the stock of Skyworth Group surging over 40% during trading, driven by positive news [2][16].

招股书显示，爱舍伦主要从事应用在专业的康复护理与医疗防护领域的一次性医用耗材的研发、生产和 销售，目前公司产品种类已经涵盖康复护理产品、手术感控产品两个核心品类，可为客户提供医用护理 垫、医用冰袋、手术衣、手术铺单、手术组合包等各种医用敷料产品。 | 项目 | 2025年6月30日 | 2024年12月31日 | 2023年12月31 | 2022年12月31 | | --- | --- | --- | --- | --- | | | /2025年1月-6月 | /2024年度 | 日/2023年度 | 日/2022年度 | | 资产总计(元) | 1, 201, 173, 873. 42 | 1,009, 434, 434. 02 | 860,619,646.97 | 837,998,310.53 | | 股东权益合计(元) | 795, 192, 436. 91 | 736, 845, 455. 85 | 649,528,062.74 | 607,306,947.90 | | 归属于母公司所有 者的股东权益(元) | 785, 550, 061. 50 | 726, 958, 048. 74 | 639, ...