1月15日，有一只新股上市，为沪市主板的至信股份（603352.SH）。 至信股份立于1995年、总部位于重庆两江新区；是一家专注于汽车冲焊件以及相关模具的开发、加工、 生产和销售的企业，主要产品包括冷冲压件、热成型件、焊接总成件、模具。 据招股书介绍，经过三十余年在汽车冲焊件领域的深耕，至信股份现已成为我国西南地区生产规模较 大、综合竞争实力较强的民营汽车零部件生产企业。据招股书测算，2025年1-6月公司机舱类产品、侧 围类产品、地板类产品的国内市场占有率分别为6.21%、4.85%和4.59%，在业内已占据一定地位。 此外，为顺应汽车电动化趋势，至信股份近年来积极布局新能源汽车业务；不仅依托与长安汽车、吉利 汽车等传统战略客户合作的先发优势，进入其新能源车型供应链，还积极开拓比亚迪、奇瑞汽车、零跑 汽车、蔚来汽车、理想汽车等新品牌客户，并通过宁德时代配套了小米汽车、问界汽车等新势力品牌。 2022年至2025H1，公司新增实现收入的新能源车型项目数量分别为17项、26项、30项和15项，数量呈 持续上升趋势。 | 打新早知道 | | | 南财快讯 | | --- | --- | --- | --- | ...

1月15日，有一只新股上市，为沪市主板的至信股份（603352.SH）。 至信股份立于1995年、总部位于重庆两江新区；是一家专注于汽车冲焊件以及相关模具的开发、加工、 生产和销售的企业，主要产品包括冷冲压件、热成型件、焊接总成件、模具。 | 打新早知道 | | | 南财快讯 | | --- | --- | --- | --- | | 今日上市 | | | | | 603352.SH 至信股份 | | | | | 发行价(元/股) | 机构报价(元/股) | 市值(亿元) | 所属行业 | | 21.88 | 22.10 | 49.59 | 汽车制造 | | 发行市盈率 | 行业市盈率 | 可比公司 | 可比公司动态市盈率 | | 26.85 | | 无锡振华 | 17.27 | | 28.68 | | 华达科技 | 60.21 | | 多利科技 | | | 36.16 | | 业绩情况 | | | | | 35.0 | | | 90% | | 30.0 | | | 80% | | 25.0 | | | 70% | | 补充流动资金 | | --- | 据招股书介绍，经过三十余年在汽车冲焊件领域的深耕，至信股 ...

Group 1 - The core viewpoint of the news is the IPO of Zhixin Co., Ltd. (603352.SH) and Kema Materials (920086.BJ), highlighting their business focus and market positioning in the automotive parts industry [1][5]. - Zhixin Co., Ltd. specializes in the development, processing, production, and sales of automotive stamping parts and related molds, with major products including cold stamping parts, hot-formed parts, and welding assemblies [1][5]. - Kema Materials focuses on the research, production, and sales of dry clutch friction plates and wet paper-based friction plates, aiming to develop new friction materials [5][12]. Group 2 - Zhixin Co., Ltd. has established itself as a significant player in the automotive parts sector in Southwest China, with a projected market share of 6.21% for cabin products, 4.85% for side wall products, and 4.59% for floor products by mid-2025 [5]. - The company has been actively expanding its business in the new energy vehicle sector, collaborating with major automotive manufacturers such as Changan Automobile and Geely, and has seen a continuous increase in new energy vehicle projects from 17 in 2022 to 15 in the first half of 2025 [5]. - Kema Materials is recognized as a leader in the domestic dry friction plate industry, participating in the formulation of national and industry standards, and has established a strong customer base including major domestic clutch manufacturers [12][13]. Group 3 - Zhixin Co., Ltd. plans to use the raised funds for expanding production capacity and technological upgrades across its bases in Chongqing, Ningbo, and Anhui, with a total investment of 10.29 billion yuan allocated for these projects [3]. - Kema Materials intends to invest 1.51 billion yuan in environmentally friendly dry clutch friction materials and 0.55 billion yuan in upgrading its research and development center [10]. - The company faces risks related to customer concentration, with sales to its top five customers accounting for over 68% of its revenue in recent years [6].