来源：市场资讯 （来源：国金证券第5小时） | 申购价格 | 所属行业 | 发行市盈率 | 行业最近一个月平 | | --- | --- | --- | --- | | | | | 均静态市盈率 | | 18.60元 | 电气机械和器 材制造业 | 21.68倍 | 21.80倍 | | 可比公司 | | | | | --- | --- | --- | --- | | 近一月涨跌 | 证券简称 | 市盈率 (倍) | 市值(亿元) | | 震裕科技 | 77.80 | 213 | 20.60% | | --- | --- | --- | --- | | 神力股份 | -58.17 | 77 LI | -14.17% | 公司主营业务介绍 公司自设立以来,秉承自主创新、独立研发的精神,专注于精 密冲压领域产品的研发、生产和销售。公司主要产品为各类精 密冲压铁芯及与铁芯生产相关的精密冲压模具。其中,精密冲 压铁芯是公司的主要产品，可分为新能源汽车驱动电机铁芯、 微特电机铁芯、电气设备铁芯、点火线圈铁芯等多种类型,主 要供应给国内外众多大型汽车零部件厂商、电机制造厂商、电 气设备制造厂商、汽车整车厂等各类企业;同时 ...

*免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 | | 14.21亿元 (2024年, +19.49%) | 近三年归母 同期增长16.03%至41.81% | 公司预计2025年1-9月归母净利; | | --- | --- | --- | --- | | 近三年营收 | 11.89亿元 (2023年, -0.26%) | 净利润及业 1.531亿元 (2024年, -1.72%) | | | | 11.92亿元（2022年，+40.78%） 绩预告 1.137亿元（2022年，+56.59%） | 1.558亿元（2023年，+37.01%） | | | 募资投向 | 新能源车用驱动电机铁芯扩建项目、精密冲压及模具研发中心项目、补充 | | | | | 美项目 | | | 8月25日新股申购 (共1只) | | 华新精科 (沪市主板, 603370) | | | | --- | --- | --- | --- | | 申购代码 | 732370 所属行业 | | 电气を 材 | | 发行价格 | 18.60元 顶格申购需配市值 | | 13. | | 总市值 | - 总股 ...

打新早知道 Est Un Descrip | 今日申购 | | | | | --- | --- | --- | --- | | 603370.SH 华新精科 | | | | | 发行价(元/股) | 机构报价(元/股) | 市值(亿元) | 所属行业 | | 18.6 | 19.32 | 24.41 | 电气机械和器材制 | | | | | 造业 | | 发行市盈率 | 行业市盈率 | 可比公司 | 可比公司动态市盈率 | | 21.68 | 21.80 | 通达动力 神力股份 | 41.17 | | | | | 亏损 | | 障感科技 | | | 43.33 | | 业绩情况 | | | | | 16.0 | | | 120% | | 14.0 | | | 100% | | 12.0 | | | 80% | | 10.0 | | | 60% | | 8.0 6.0 | | | 40% | | 4.0 | | | 20% | | 2.0 | | | 0% | | 0.0 2021年 | 2022年 | 2023年 | -20% 2024年 | 8月25日，可申购沪市主板的华新精科（603370）(603370 ...

招股书显示，精密冲压铁芯是华新精科的主要产品，可分为新能源汽车驱动电机铁芯、微特电机铁芯、 电气设备铁芯、点火线圈铁芯等多种类型，主要供应给国内外众多大型汽车零部件厂商、电机制造厂 商、电气设备制造厂商、汽车整车厂等各类企业；同时，公司还会向客户提供生产铁芯产品所需的精密 冲压模具。 业绩方面，2022年-2024年，华新精科的营业收入分别约11.92亿元、11.89亿元、14.21亿元，对应的净 利润分别约1.14亿元、1.56亿元、1.5亿元。2025年1-6月，公司实现营业总收入为7.52亿元，同比增长 19.40%；净利润为9834.5万元，同比增长13.52%。整体而言，华新精科近年来业绩有所波动，但整体保 持增长趋势。 其中，精密冲压铁芯业务始终为华新精科的主要收入来源。2022年至2024年间，精密冲压铁芯业务收入 占比稳定90%以上，其中又以新能源汽车驱动电机铁芯产品为主体、占据50%以上的收入份额。根据 VIC Market Research的测算，2021年至2023年，华新精科在全球及中国汽车铁芯领域内资厂商中合计销 售额均排名前三。 8月25日，可申购沪市主板的华新精科（603370. ...

华新精科：创新求精智造未来成为精密冲压铁芯一体化解决方案全球引领者 ——江阴华新精密科技股份有限公司首次公开发行股票并在主板上市网上投资者交流会精彩回放 出席嘉宾 江阴华新精密科技股份有限公司董事长郭正平先生 江阴华新精密科技股份有限公司总经理兼董事郭斌先生 江阴华新精密科技股份有限公司董事会秘书兼副总经理郭婉蓉女士 江阴华新精密科技股份有限公司财务总监周杨先生 华泰联合证券有限责任公司保荐代表人蓝博靖先生 华泰联合证券有限责任公司保荐代表人张帅先生 经营篇 问：公司的主营业务是什么？ 郭斌：公司自设立以来，秉持自主创新、独立研发的精神，专注于精密冲压领域产品的研发、生产和销 售，主要产品为各类精密冲压铁芯及铁芯生产相关的精密冲压模具。 问：公司对于墨西哥子公司的定位是什么？目前进展如何？ 郭斌：墨西哥子公司是公司布局北美市场的核心节点，定位为新能源汽车驱动电机铁芯生产基地，服务 北美地区的采埃孚等客户。目前，墨西哥子公司已完成土地和厂房购置，产线建设按计划推进，预计 2025年下半年投产。达产后，将缩短北美客户交货周期，提升海外市场份额。 问：公司主要产品的核心技术有哪些？ 郭斌：公司主要产品的核心技术包括 ...

根据目前的发行安排，下周有2只新股申购，沪市主板、北交所各有1只。 日程安排上，周一（8月25日）可申购沪市主板新股华新精科，周二（8月26日）可申购北交所新股三协电机。 | | 下周新股申购安排 | | | | | --- | --- | --- | --- | --- | | 日期 | 新股 | 发行价/股 | 发行市盈率 | 上市板 | | 周一 (8月25日) | 华新精科 (申购代码: 732370) | 18.60元 | 21.68 | 沪市主板 | | 周二 (8月26日) | 三协电机 (申购代码: 920100) | 8.83元 | 11.86 | 北交所 | 华新精科是新能源汽车驱动电机铁芯国产龙头厂商。 华新精科的发行价为18.60元/股，发行市盈率为21.68倍，参考行业市盈率为21.8倍。公司本次公开发行股票数量为4373.75万股，网上发行申购上限 为13500股，顶格申购需配沪市市值13.5万元。 招股书显示，华新精科专注于精密冲压领域产品的研发、生产和销售，主要产品为各类精密冲压铁芯及与铁芯生产相关的精密冲压模具。公司产品 主要供应国内外众多大型汽车零部件厂商、电机制造厂商、电 ...

Group 1 - The stock price of Xiangxin Technology is reported at 41.69 yuan, down by 1.20 yuan or 2.80% from the previous trading day [1] - The stock reached a high of 43.23 yuan and a low of 41.42 yuan during the trading session, with a trading volume of 234,187 hands and a transaction amount of 983 million yuan [1] - Xiangxin Technology is primarily engaged in the research, development, production, and sales of precision stamping molds and metal structural components, with applications in the automotive, communication equipment, and electronic appliances sectors [1] Group 2 - The company is classified under the general equipment manufacturing industry and is registered in Guangdong Province [1] - In response to investor inquiries, the company stated that it has not yet laid out plans for harmonic magnetic field motor technology but will continue to monitor its development trends [1] - The company also mentioned that it has no plans to participate in the World Robot Conference and cannot disclose specific customer information due to confidentiality requirements [1] Group 3 - Data shows that on August 12, the net outflow of main funds from Xiangxin Technology was 87.1668 million yuan, accounting for 1.05% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds reached 118.7639 million yuan, representing 1.43% of the circulating market value [1]

Core Viewpoint - Jiangyin Huaxin Precision Technology Co., Ltd. (Huaxin Precision) has received approval for its IPO on the Shanghai Stock Exchange, aiming to raise 712 million yuan for various projects including the expansion of electric vehicle motor core production and R&D center [2] Financial Performance - Huaxin Precision's projected revenue for 2022, 2023, and 2024 is 1.192 billion yuan, 1.189 billion yuan, and 1.421 billion yuan respectively, with net profits of 114 million yuan, 156 million yuan, and 153 million yuan [2] - Total assets are expected to reach 1.837 billion yuan by the end of 2024, up from 1.491 billion yuan in 2023 and 1.329 billion yuan in 2022 [3] - The company's net profit attributable to shareholders is projected to be 153.14 million yuan in 2024, compared to 155.82 million yuan in 2023 and 113.73 million yuan in 2022 [3] Ownership Structure - The actual controllers of Huaxin Precision are Guo Zhengping, Guo Yunrong, and Guo Wanrong, who collectively control 68.97% of the company's shares through various investment entities [3][4] - Guo Zhengping serves as the chairman, while Guo Yunrong and Guo Wanrong hold other key positions within the company [4] Governance and Compliance - There are concerns regarding the omission of Guo Zhengping's previous role as the village party secretary in the latest IPO registration documents, despite its disclosure in earlier filings [4] - Guo Zhengping received a party warning for issues related to financial mismanagement during his tenure as village party secretary, highlighting potential governance risks [6]

Group 1: Company Advantages in Lightweight Conveyor Belt Business - The company has a keen market response capability, supported by a forward-looking management team and continuous innovation, with extensive experience in production and sales of lightweight conveyor belts [1] - The company's R&D capabilities are industry-leading, having accumulated a wealth of core technologies and process formulas over years of development [1] - The product specifications are comprehensive, with over a thousand types of lightweight conveyor belts applicable across various industries such as agriculture, logistics, and food [2] Group 2: Differences Between Lightweight and Rubber Conveyor Belts - Lightweight conveyor belts use materials like polyester and high polymer modified materials, while rubber conveyor belts primarily use steel wire and various modified rubbers [3] - Lightweight conveyor belts are designed for automation and can be customized for complex functional requirements, whereas rubber belts are mainly used for heavy items and have limitations in food processing hygiene [3][4] Group 3: Expansion into Electric Drum Business - Electric drums are core components of conveying equipment, offering advantages such as simplified structure, low noise, and energy efficiency compared to traditional systems [5] - The company aims to transition from a lightweight conveyor belt manufacturer to a comprehensive solution provider, expanding its product line to include electric drums and other related products [5][6] Group 4: Competitive Landscape - Major global competitors in the lightweight conveyor belt market include Swiss Habasit and Dutch Siegling, with strong competition from Japanese companies in the Asia-Pacific region [6] - Domestic leaders like the company and AAI Precision Industrial Systems are gaining market share through technological innovation and brand building [6] Group 5: Overseas Sales and Future Plans - In 2024, the company's revenue from mainland China was 102,528.71 million yuan, accounting for 45.81%, while revenue from other regions was 121,284.36 million yuan, making up 54.19% [6] - The company plans to strengthen and expand its overseas market presence, including establishing overseas subsidiaries and enhancing cooperation with existing clients [6][7] Group 6: Future Development and M&A Intentions - The company aims to enhance its capabilities in both lightweight conveyor belts and high-end precision molding, focusing on expanding product lines and improving service quality [7] - M&A considerations will include the potential for competitive advantage, the suitability of targets, and the overall market conditions [7]

IPO Review and Registration Progress - Three IPO applications were accepted last week, including Senhe High-Tech aiming for the Beijing Stock Exchange to raise 490 million yuan, Yisiwei targeting the Sci-Tech Innovation Board with a planned raise of 1.214 billion yuan, and Zhixin Co. applying for an IPO on the Shanghai Main Board with a target of 1.329 billion yuan [2][3] - Senhe High-Tech specializes in the R&D, production, and sales of environmentally friendly precious metal mining agents, with sales revenue from these agents accounting for over 95% of its main business income during the reporting period [2] - Yisiwei focuses on automotive manufacturing machine vision equipment, holding the largest market shares in China’s automotive manufacturing and complete vehicle manufacturing machine vision markets at 13.7% and 22.5% respectively [3] - Zhixin Co. develops and produces automotive welding parts and related molds, with over 70% of its revenue coming from its top five customers [3] Recent IPO Approvals and Upcoming Listings - Huaxin Precision passed its IPO review on June 6, focusing on precision stamping products, with a projected revenue of 1.421 billion yuan in 2024, a 19.49% increase year-on-year [4] - Three companies are set to undergo IPO reviews this week, including Sanxie Electric, which reported steady revenue growth from 287 million yuan in 2022 to 420 million yuan in 2024 [4][5] - United Power, a subsidiary of Huichuan Technology, achieved a revenue of 16.178 billion yuan in 2024, a 72.74% increase, with over 85% of its revenue derived from electric drive systems [5] - Daoshengtianhe, a wind power industry chain company, reported a revenue of 3.238 billion yuan in 2024, a slight increase of 1.13% [6] New Stock Listings and Subscription Dynamics - Two new stocks were listed last week, Zhongce Rubber and Youyou Green Energy, with the latter seeing a significant first-day increase of 68.64% [9][10] - This week, Jiao Da Tie Fa is scheduled to be listed on June 10, with a projected revenue of 335 million yuan in 2024 [10] - Two new stocks are set for subscription this week, including Huazhi Jie and New Henghui, with planned fundraising of approximately 486 million yuan and 519 million yuan respectively [11] Policy and Regulatory Developments - The China Securities Regulatory Commission (CSRC) announced plans to support high-quality unprofitable technology companies in going public, emphasizing the importance of information disclosure and market intermediary verification [12] - The China Listed Companies Association released guidelines for audit committees to enhance compliance and governance among listed companies [13]