根据招股书透露，本次拟募资约1.6亿元，用于30,000吨功能高分子材料扩产项目、研发中心建设项目建设及流动资金补充。其中，高分子材料项目，主要 包括低 VOC 功能化材料、粘合树脂、功能复合材料。 来源：招股书 能之光，是国家级专精特新"小巨人"企业，生产工厂包括宁波工厂和赣州工厂。 客户方面，包括 金发科技、普利特、临海亚东、万马股份、会通股份、中天科技、亨通光电、 中广核技、聚隆科技、万马高分子等知名企业，同时拓展 了包括 LG、博禄、巴斯夫、奥升德和沙比克等全球巨头。其中， 金发科技是最大客户，年度销售额占近10%。同时，公司也向金发科技采购陶氏品牌 POE作为原料。 2021—2023年，能之光实现营收分别为5.29亿、5.55亿和5.69亿；净利润分别为2414.5万元、2186.4万元、 4980.7万元， 2023年增长巨大； 2024年，公司 实现收入6.1亿，毛利率17%，净利润5594万元。 2025年1-6月，预计实现营业收入3.01亿，同比预计增长幅度为2.61%；预计扣非净利润为 2,699.18万元， 同比预计增长幅度为3.39%。 历经疫情到现在，公司整体收入和毛利率稳中有增。 ...

【DT新材料】 获 悉， 8月22日，随着北京证券交易所钟声敲响， 宁波能之光新材料科技股份有限公司 （证券代码：920056）正式挂牌上市，首日 收盘每股 32.04元， 大涨 344.38%，市值 25.46亿。 根据招股书透露，本次拟募资约 1.6亿元 ，用于 30,000吨功能 高分子材料扩产项目 、 研发中心建设项目建设及流动资金补充。其中，高分子材料项 目，主要包括低 VOC 功能化材料、粘合树脂、功能复合材料 。 | | | | 单位: 万元 | | --- | --- | --- | --- | | 序号 | 项目名称 | 投资总额 | 募集资金投资金额 | | 1 | 功能高分子材料扩产项目 | 9,116.60 | 9,116.60 | | 2 | 研发中心建设项目 | 3,541.85 | 3,541.85 | | 3 | 补充流动资金 | 3,350.00 | 3,350.00 | | | 合计 | 16,008.45 | 16,008.45 | 来源：招股书 客户方面 ，包括 金发科技、普利特、临海亚东、万马股份、会通股份、中天科技、亨通光电 、 中广核技、聚隆科技、万马高分子 等知 ...

Group 1 - The core viewpoint of the article highlights a significant surge in the Sci-Tech 50 Index, which experienced a nearly 6% increase during the trading session, indicating a strong focus on technology stocks [1][3][5] - Several key stocks in the Sci-Tech sector, including Cambrian - U, Haiguang Information, and Shengmei Shanghai, saw their prices rise by over 10% during the session, showcasing the robust performance of the sector [2][7][8] - The overall A-share market also saw gains, with the Shanghai Composite Index and Shenzhen Component Index reaching new highs, although their increases were more moderate compared to the Sci-Tech 50 Index [4][5] Group 2 - In the semiconductor sector, Cambrian - U, a leading chip stock, surged with a price increase of over 14%, and has seen a cumulative rise of over 70% this year, making it the highest-priced stock on the Sci-Tech board [8] - The electronic, computer, and communication sectors within the TMT (Technology, Media, and Telecommunications) industry showed the highest gains, reflecting strong investor interest in these areas [9] - The non-bank financial sector also experienced a rally, with several brokerage stocks, including Xinda Securities and Huaxin Shares, showing significant price increases during the session [10] Group 3 - In the Hong Kong market, technology stocks performed strongly, with XPeng Motors - W seeing a price increase of over 14% during the trading session [13][19] - XPeng Motors announced that its co-founder and CEO, He Xiaopeng, purchased 3.1 million shares at an average price of HKD 80.49, indicating confidence in the company's future prospects [20][21]

2025 年 8 月 22 日 星期五 国内市场主要指数 市场走势 【今日要点】 【公司评论】()：新股覆盖-能之光（920056.BJ）：-高分子助剂及功能 高分子材料领域的"专精特新"小巨人 资料来源：最闻 研究早观点 分析师： 彭皓辰 执业登记编码：S0760525060001 邮箱：penghaochen@sxzq.com 2019 年 2 月 21 日 星期四 请务必阅读最后股票评级说明和免责声明 1 | 指数 | | 收盘 | 涨跌幅% | | --- | --- | --- | --- | | 上证指数 | | 3,771.10 | 0.13 | | 深证成指 | | 11,919.76 | -0.06 | | 沪深 | 300 | 4,288.07 | 0.39 | | 中小板指 | | 7,326.99 | 0.27 | | 创业板指 | | 2,595.47 | -0.47 | | 科创 50 | | 1,149.15 | 0.09 | 资料来源：最闻 对应 2024 年市盈率为 10.53 倍，相较于可比具备一定的折价。 研究早观点 【今日要点】 【公司评论】()：新股覆盖-能之光（92 ...

*风险提示：股市有风险，入市需谨慎 | 发行价格 | 7.21元 | | --- | --- | | 留答率 | 0.02% 询价! | | 总市值 | l | | 发行市盈率 | 11.28 行ル | | 业务及亮点 | 1、公司是较早实现相容剂国产化的企业，二十一 容剂在国内的广泛应用。 | | | 2、公司产品应用于改性塑料、复合材料和高分子 | | | 线缆、电子电器、复合建材、阻隔包装、光伏组1 | | | 3、公司客户包括金发科技、普利特、万马股份、 | | | 广核技等国内知名企业，同时拓展了业内全球龙: | | 克等。 | | *免责声明：文章内容仅供参考，不构成投资建议 ...

在高分子助剂的众多品类中，相容剂的作用尤为关键。它如同"分子桥梁"，能有效提升不同材料组分间的相容 性，从而显著改善复合材料的力学性能（如强度、韧性）、加工性及功能特性。其应用广泛，尤其在电线电 缆、汽车部件、包装材料等领域不可或缺。例如在无卤阻燃电缆的生产中，高性能相容剂对于保障材料的关键 机械与安全性能具有决定性影响。 然而，我国高分子助剂产业起步相对较晚。行业发展初期，用于无卤阻燃电缆料的关键相容剂几乎完全依赖进 口，市场长期被杜邦、陶氏、埃克森美孚等国际化工巨头所垄断。成立于2001年的能之光，是国内较早投身相 容剂研发的企业之一。公司专注于高分子接枝改性技术的产业化应用，成功实现了相容剂的国产化突破，并率 先在二十一世纪初推动了国产无卤阻燃电缆护套料相容剂的广泛应用。 8月22日，宁波能之光新材料科技股份有限公司（股票代码： 920056， 简称：能之光）将正式登陆北交所。作 为国内高分子助剂细分领域的先行者，能之光深耕相容剂、增韧剂、粘合树脂等功能高分子助剂和材料领域二 十余年，产品广泛应用于汽车、光伏、线缆等新兴产业。此次IPO，公司计划募集资金1.07亿元，主要用于扩 产及研发项目，旨在为实现 ...

Core Viewpoint - The company Nengzhiguang is set to list on the Beijing Stock Exchange, with strong expectations for its debut performance due to its leading position in the functional polymer products market and favorable market conditions [1][4]. Group 1: Company Overview - Nengzhiguang specializes in the research, production, and sales of high polymer additives and functional polymer materials, focusing on compatibilizers, toughening agents, and adhesive resins [1][2]. - The company has developed over 300 product grades and holds a market share of approximately 8.07% in the domestic compatibilizer market, which is projected to reach a size of 7.13 billion yuan in 2024 [1][2]. - The founder, Zhang Farou, has a strong academic background, having obtained a Ph.D. from the Chinese Academy of Sciences and conducted postdoctoral research in Japan [2]. Group 2: Financial Performance - Nengzhiguang's revenue for 2022, 2023, and projected for 2024 is 555.6 million yuan, 569 million yuan, and 611 million yuan, respectively, with year-on-year growth rates of 5.02%, 2.44%, and 7.26% [3]. - The net profit attributable to the parent company for the same years is 22 million yuan, 50 million yuan, and 56 million yuan, with growth rates of -9.45%, 127.80%, and 12.31% [3]. - In the first half of 2025, the company achieved a revenue of 294 million yuan, a slight increase of 0.06% year-on-year, and a net profit of 30 million yuan, reflecting a growth of 10.81% [3]. Group 3: Market and Valuation Insights - The recent performance of new stocks on the Beijing Stock Exchange has been strong, with an average first-day increase of 311% for newly listed stocks [4][5]. - Nengzhiguang's issuance price is set at 7.21 yuan per share, which is considered relatively low in the current market context, with similar priced stocks averaging a first-day increase of 334.7% [5]. - The company has a significant valuation advantage, with an issuance price-to-earnings ratio of 9.74, compared to an average of 24.1 for comparable companies [5].

市场数据： | 收盘价（元）： | - | | --- | --- | | 总股本（亿股）： | 0.79 | | 流通股本（亿股）： | - | | 流通市值（亿元）： | - | 基础数据：2025 年 6 月 30 日 | 每股净资产（元）： | 6.32 | | --- | --- | | 每股资本公积（元）： | 1.62 | | 每股未分配利润（元）： | 3.36 | | 资料来源：wind | | 盖斌赫 能之光（920056.BJ） 高分子助剂及功能高分子材料领域的"专精特新"小巨人 2025 年 8 月 21 日 公司研究/新股覆盖研究 投资要点： 公司专注于高分子助剂和功能高分子材料的研发、生产和销售，主要产 品包括相容剂、增韧剂、粘合树脂等。公司凭借强大的技术研发实力和优质 的产品，赢得了广泛的客户资源。公司是较早实现相容剂国产化的企业之一， 其相容剂产品在 2024 年市场规模中占比约 8.07%，处于市场领先地位。 高分子助剂和功能高分子材料行业在全球范围内呈现快速增长态势。 2021 年全球高分子材料助剂市场规模达 1,103 亿美元，2013-2021 年年均复合 增长率为 2 ...

Group 1 - The core viewpoint of the news is the successful IPO of Nengzhiguang, which attracted significant investor interest with a subscription multiple of 5576.52 times and a total of 70.48 million investors participating [1] - The total number of shares effectively subscribed reached 78.299 billion, with approximately 564.543 billion yuan of funds frozen during the subscription process [1] - The strategic placement involved 10 institutional investors, including Beijing Yucheng Private Fund Management Co., CITIC Securities Co., and others, with a total of 2.956 million shares allocated, accounting for 20% of the total issuance [2] Group 2 - Nengzhiguang is a national high-tech enterprise specializing in the research, production, and sales of polymer additives and functional polymer materials, positioning itself as a leading manufacturer in the domestic market [3] - The company holds 55 invention patents, with 49 of them being independently developed, covering key products such as compatibilizers, toughening agents, and adhesive resins [4] - The company's revenue projections for 2022 to 2024 are 557 million yuan, 569 million yuan, and 611 million yuan, respectively, with net profits of 22.1375 million yuan, 50.7375 million yuan, and 55.9409 million yuan [4]

塑料是高分子材料的重要分支。根据PRECEDENCE RESEARCH的统计数据，全球塑料助剂市场规模在2023年估计为581.2亿美元，预计到2033年将达到 906.9亿美元左右，2023年至2033年的复合年增长率为4.55%。 智通财经APP获悉，8月13日，能之光(920056.BJ)开启申购，发行价格为7.21元/股，申购上限为70.20万股，市盈率11.28倍，属于北交所，国金证券为其保荐 人。 招股书披露，能之光是一家从事高分子助剂及功能高分子材料的研发、生产和销售的高新技术企业，同时也是国家级专精特新"小巨人"企业，深耕相容剂、 增韧剂和粘合树脂等功能高分子产品，自主研发出了300多个牌号的产品。 | 项目 | 2024年12月31日 | 2023年12月31日 | 2022年12月31 | | --- | --- | --- | --- | | | /2024年度 | /2023年度 | /2022年度 | | 资产总计(元) | 458,370,604.02 | 490,596,072.54 | 498,496,48 | | 股东权益合计(元) | 379,312,536.04 | 32 ...