汽车温度传感器
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天博智能IPO:“二代”董事长吕亚玮3年前接班,曾任职市综合执法大队
Sou Hu Cai Jing· 2026-01-04 03:40
招股书显示,天博智能成立于2001年9月,是行业内知名的汽车热管理系统零部件制造商,并拓展了汽 车声学部件等业务,公司主营产品主要应用于汽车领域。2024年中国汽车销量前十位的车企集团均是公 司的当期客户。 根据弗若斯特沙利文的研究,公司主要核心产品汽车调温器、汽车智能水阀、汽车温度传感器及AVAS 在行业内均处于领先地位,2024年国内市场占有率(按收入口径)分别位列行业第1名、第2名、第4名 和第2名。 本次IPO,天博智能拟使用募集资金20.57亿元,分别用于智能热管理部件及系统制造建设项目、汽车热 管理系统及核心元器件生产基地扩产技术改造项目、天博研发中心建设项目、信息化中心升级建设项 目。 瑞财经 王敏 12月31日,据上交所官网,天博智能科技(山东)股份有限公司(以下简称"天博智能") 沪主板IPO获受理,保荐机构为中信建投,保荐代表人为鄢让、郝勇超。 公司的实际控制人为吕新民、吕亚玮父子。 吕新民直接持有发行人股份1,601.50万股、占发行人股份总数的17.79%;通过天博投资间接持有发行人 15.56%的股份,合计持有发行人33.35%的股份。吕亚玮通过天博投资间接持有发行人11.50%的股 ...
北交所策略专题报告:北证汽车零部件专题:账期缩短催生现金流改善预期,掘金产业链稀缺标的
KAIYUAN SECURITIES· 2025-06-15 03:41
Group 1 - 17 automotive companies have committed to a payment term of no more than 60 days, highlighting the focus on scarce automotive parts in the North Exchange [2][12][13] - The current automotive industry chain in the North Exchange consists of 24 companies, with a total market capitalization of 63.517 billion [15][12] - Lin Tai New Material (920106.BJ) provides wet-type paper-based friction plates for automatic transmissions, with significant collaboration with leading domestic brands like BYD [17][18] Group 2 - The high-end equipment, information technology, chemical new materials, consumer services, and pharmaceutical biology sectors showed average weekly changes of +1.58%, -1.39%, +3.00%, +0.83%, and -2.30% respectively [3][23] - The median price-to-earnings (P/E) ratio for the high-end equipment sector decreased to 44.3X, while the chemical new materials sector's median P/E ratio increased to 44.1X [24][27] Group 3 - In the technology new industry, 61 out of 149 companies saw an increase, with a median price change of -1.06%, and the total market capitalization rose from 459.574 billion to 460.324 billion [4][39] - The median P/E ratio for the technology new industry increased from 54.8X to 54.9X [38][39] Group 4 - The automotive sector's median P/E ratio rose to 35.7X, with companies like Tongxin Transmission (833454.BJ) and Huayang Transmission (839946.BJ) showing significant market performance [51][53] - The information technology sector's median P/E ratio decreased to 93.6X, with companies like Luqiao Information (837748.BJ) and Huaxin Yongdao (837592.BJ) leading in market performance [56][49] Group 5 - Recent announcements include Biyang Technology winning a bid for 518,100 tons of quartz sand for hydraulic fracturing, and Oputai establishing a third-party testing agency [57]