智通财经9月23日讯，今日无新股申购；有1只新股上市，为沪市主板的友升股份。 友升股份是国内重要的新能源汽车铝合金零部件供应商，公司主要产品为汽车结构零部件，可分为门槛梁系列、电池托盘系列、保险杠系列、副车架系列 等。公司客户涵盖特斯拉、广汽、蔚来、北汽、吉利、小鹏、宁德时代、赛力斯等知名整车厂及零部件供应商。 | | ー 今日上市 一 | | | | | --- | --- | --- | --- | --- | | | 友升股份 (603418) | | | | | 所属行业 | 发行价格 公募报价中位数 | | 发行市盈率 | 行 | | | (元) | (元) | | | | 汽车制造业 | 46.36 | 46.66 | 22.31 | | | 主承销商 | 申购上限 | 总市值 | 可比公司 | | | | (股) | (亿元) | | | | 年零海道 | 15000 | 89.51 | 新铝时代 | | | | | | 文灿股份 | | | | | | 旭升集团 | | | 辛阳母妹去 | 公司是国内重要的新能源汽车铝合金零部件供 | | | | 募投项目 云南友升轻量化铝合金零部件生产基地项 ...

Group 1: US Market Performance - US economic data has fueled expectations for interest rate cuts, leading to all three major US stock indices reaching historical highs, with the S&P 500 up 0.85%, Dow Jones up 1.36%, and Nasdaq up 0.72% [1] - Tesla shares rose by 6%, while Oracle fell over 6%. The semiconductor index has seen six consecutive days of gains, with Micron up over 7%, but Broadcom fell nearly 3% and Nvidia saw a slight decline [1] - Chinese concept stocks rebounded significantly, with the Chinese concept index rising nearly 3%, and Next Tech gaining over 97% [1] Group 2: Economic Indicators - Following the release of the US CPI, US Treasury prices surged, with the 10-year Treasury yield dipping below 4.0% for the first time in five months, and the US dollar index quickly fell [2] - The European Central Bank's president delivered hawkish remarks, resulting in the euro and 10-year German bond yields reaching new daily highs [3] Group 3: Oil and Energy Sector - The International Energy Agency (IEA) raised its global oil supply forecast, causing crude oil prices to halt a three-day increase, with US oil prices dropping over 2% [4] Group 4: Technology and Innovation - Microsoft and OpenAI have reached a non-binding agreement allowing OpenAI to advance its restructuring plan to become a for-profit company [5] - Tesla's Model Y L new order delivery times have been pushed to November, indicating strong demand as October's supply has sold out [6][13] Group 5: Domestic Developments in China - The State Council approved a pilot program for market-oriented allocation of factors in ten regions, including major urban areas and economic zones, starting from September 8 for two years [7] - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs announced a list of pilot projects for intelligent elderly care service robots [8] - The Ministry of Commerce held a roundtable meeting with foreign trade enterprises, involving 12 foreign trade companies and experts from Shanghai University of Finance and Economics [9] Group 6: Stock Market Insights - A report from a securities firm indicates that the current market is in a bullish phase with significant index breakthroughs, suggesting a focus on new productivity sectors such as AI computing power, semiconductors, and robotics [11] - The solar industry is experiencing price increases, with polysilicon prices rising by up to 4.65%, and the overall solar sector showing potential for significant performance improvement [12] Group 7: Corporate Announcements - Anning Co. plans to participate in a merger and restructuring for a total cash payment of 6.508 billion yuan [18] - Yangjie Technology intends to acquire 100% of Better Electronics for 2.218 billion yuan, focusing on electronic circuit protection components [18] - Xpeng Huitian received a special flight certificate for its flying car in the UAE, marking a significant milestone for Chinese flying car companies [10]

Group 1 - The China Securities Regulatory Commission approved the initial public offering registration of Shanghai Yousheng Aluminum Industry Co., Ltd. on August 1, with plans to raise 2.471 billion yuan [1] - Yousheng is a professional manufacturer of aluminum alloy automotive components, focusing on lightweight automotive parts to enhance the range of new energy vehicles and improve fuel vehicle energy efficiency [4] - The company's products are primarily targeted at the new energy vehicle sector, with major clients including Tesla, GAC Group, NIO, BAIC New Energy, and Geely Group, establishing long-term stable partnerships [5] Group 2 - The main products of Yousheng include automotive structural components, categorized into threshold beam series, battery tray series, bumper series, and subframe series [5] - In the fuel vehicle business, the company collaborates with well-known first-tier automotive parts manufacturers such as Lingyun Industrial, Fu'ao Co., and Huayu Automotive [5]

Company Overview - Shanghai Yousheng Aluminum Industry Co., Ltd. (Yousheng Co.) is a professional manufacturer of aluminum alloy automotive components, focusing on lightweight automotive parts to enhance the range of electric vehicles and improve fuel efficiency in traditional vehicles [1][2] - The company primarily serves the new energy vehicle sector, with major products including structural components such as threshold beams, battery trays, bumpers, and subframes [1][2] Client Relationships - Yousheng Co. has established long-term stable partnerships with leading global new energy vehicle manufacturers, including Tesla, GAC Group, NIO, BAIC New Energy, and Geely Group [1][2] - In the traditional fuel vehicle sector, key clients include Lingyun Industrial, Fu'ao Co., and Huayu Automotive [1][2] Industry Context - The automotive industry is undergoing a rapid transition from traditional fuel vehicles to new energy vehicles, leading to the rise of domestic automotive parts suppliers [2] - According to the 2024 Global Automotive Parts Supplier Top 100 list by Automotive News, China has 15 companies on the list, with an average revenue of $6.944 billion, indicating significant growth in the scale and number of Chinese automotive parts manufacturers [2] Financial Performance - Yousheng Co. reported revenues of approximately 2.35 billion RMB, 2.905 billion RMB, and 3.95 billion RMB for the years 2022, 2023, and 2024, respectively [3] - The net profits for the same years were approximately 233 million RMB, 321 million RMB, and 405 million RMB [3] Key Financial Metrics - As of December 31, 2024, total assets amounted to approximately 4.135 billion RMB, up from 2.979 billion RMB in 2023 and 2.475 billion RMB in 2022 [4] - The equity attributable to shareholders was approximately 1.944 billion RMB in 2024, compared to 1.558 billion RMB in 2023 and 1.223 billion RMB in 2022 [5] - The company's debt-to-asset ratio increased from 41.30% in 2022 to 62.62% in 2024 [5] - The basic earnings per share were 2.80 RMB in 2024, up from 2.22 RMB in 2023 and 1.74 RMB in 2022 [5]