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爷爷的农场冲刺港股IPO“大拆解”:有机细分赛道一哥,强化供应链安全
Xin Lang Cai Jing· 2026-01-12 08:44
(来源:六安新闻网) 转自:六安新闻网 日前,爷爷的农场递交招股书,准备在港交所上市。 爷爷的农场以"真材料、少添加、有营养"为产品开发理念。据弗若斯特沙利文的资料显示,2024年,按中国有 机婴童零辅食的商品交易总额计算,爷爷的农场排名第一。 业内人士指出,我国婴童零辅食渗透率不高,且高端化、有机化趋势显著,对比欧美市场,人均消费金额仍有 较大提升空间。只要公司强化供应链安全、优化渠道结构并控制营销效率,仍有可能在行业集中度提升浪潮 中,实现高质量增长。 招股书显示,公司近两年营收与利润均保持稳健增长,其中2024年以有机品类商品交易总额计位列中国市场份 额第一。在婴童辅食行业高端化、有机化趋势明确的背景下,公司凭借其深入的产品研发体系与独特的供应链 管理模式,构建起差异化的竞争壁垒。 "代工"不等于"质量差",而是整合全球最优工厂资源,更能成就优质产品 在全球化、专业化的今天,将生产环节委托给在特定领域拥有顶尖设备、技术和经验的工厂,是国际通行的先 进商业模式。可以说,"代工"不等于"质量差"。在现代全球化生产中,代工生产不仅是普遍且高效的模式,更是 市场化分工与资源合理配置的直接体现。 这能让品牌商更专 ...
2026年开门红,年内首家过会丨IPO一周要闻
Sou Hu Cai Jing· 2026-01-11 00:10
Group 1: IPO Activities - The first trading week of 2026 saw significant IPO activities in both domestic and international capital markets, marking an active start to the year [2] - The Beijing Stock Exchange approved its first IPO of the year, with Zhoushan Chenguang Electric Motor Co., Ltd. successfully passing the review [2] - Hong Kong's stock market experienced a surge of hard-tech company listings, with companies like Zhipu, Tensu Zhixin, and Jingfeng Medical showing strong performance despite market adjustments [2][5] Group 2: Company Highlights - Zhoushan Chenguang Electric Motor Co., Ltd. plans to raise 399 million yuan, down from an initially proposed 520 million yuan, with funds allocated for high-speed motors and R&D center construction [3] - Guangdong Banzai Chuangke Electric Co., Ltd. aims to raise approximately 400 million yuan, showing significant revenue growth from 10.71 billion yuan in 2022 to an expected 15.1 billion yuan in 2025 [4] - Zhipu, listed on the Hong Kong Stock Exchange, had an opening price of 116.2 HKD, closing at 131.5 HKD, with a total market value of 57.89 billion HKD and a fundraising total of about 4.348 billion HKD [5] - Tensu Zhixin, another new listing, opened at 190.2 HKD, closing at 156.8 HKD, with a total market value of 39.877 billion HKD and raising approximately 3.677 billion HKD [5] - Jingfeng Medical-B, a leader in surgical robotics, saw its stock rise to 56.6 HKD from an initial price of 43.24 HKD, achieving a market value of 21.945 billion HKD and raising about 1.199 billion HKD [6] Group 3: Upcoming IPOs and Filings - Stand Robot and Wanbang Digital Energy have submitted their IPO applications, with Stand Robot being a leader in industrial mobile robot solutions and Wanbang being the largest smart charging equipment supplier globally [8] - Other companies like Tianxiaxiu and Zhong'an Xinke are also in the process of filing for IPOs, focusing on digital marketing and customized AI solutions respectively [9][10] - Chipmaker Xinmai Semiconductor updated its prospectus for a second time, focusing on power management ICs and reporting a revenue increase of 24.3% for the first three quarters of 2025 [10]