近日，湖南省邵阳市新邵县本土企业湖南广信科技股份有限公司（以下简称"广信科技"）在北京证券交易所举行上市仪式，成为今年湖南首家登陆A股市场 的上市公司。 广信科技，是国家级专精特新"小巨人"企业，在国内绝缘材料企业中居领先地位。产品主要应用于输变电系统、轨道交通牵引变压系统、新能源产业等领 域。自2004年成立以来，广信科技持续深耕绝缘材料领域，攻克了多项特高压绝缘相关的技术难题，是国内少数具备750kV以上特高压等级绝缘纤维材料产 品生产能力的企业之一。广信科技已拥有有效专利67项，其中包括13项发明专利，还参与制定了多项国家标准和行业标准。 企业成功上市得益于当地政府的悉心培育。近年来，新邵县始终将"送解优"行动作为优化营商环境、激发市场活力、推动高质量发展的关键抓手，着力破解 急难愁盼问题，对企业反映的问题，特别是拟上市企业的核心诉求，坚持挂号交办、限时解决、跟踪问效、闭环销号。针对广信科技筹备上市，新邵县工作 专班全程代办手续报批20余次，入企走访服务7次，精准解决生产经营中的具体问题5个，确保事事有回音、件件有着落。 同时，新邵县出台《新邵县推进企业上市（挂牌）工作实施办法》等文件，为广信科技等拟上 ...

北交所首次覆盖报告 特高压绝缘材料领军者，掘金国产替代+新能源高成长 ——北交所首次覆盖报告 2025 年 07 月 03 日 投资评级：增持（首次） | 日期 | 2025/7/3 | | --- | --- | | 当前股价(元) | 78.61 | | 一年最高最低(元) | 78.80/50.00 | | 总市值(亿元) | 69.54 | | 流通市值(亿元) | 23.24 | | 总股本(亿股) | 0.88 | | 流通股本(亿股) | 0.30 | | 近 3 个月换手率(%) | 242.9 | 北交所研究团队 诸海滨（分析师） zhuhaibin@kysec.cn 证书编号：S0790522080007 绝缘纤维材料领域专业供应商，750kV 及以上特高压技术领军者 公司是绝缘纤维材料及其成型制品的专业供应商，产品主要应用于输变电系统、 电气化铁路及轨道交通牵引变压系统、新能源产业以及军工装备等领域。公司 为国内少数具备 750kV 及以上超/特高压等级绝缘纤维材料产品生产能力的企 业之一，同时也是行业内为数不多的产品覆盖所有电压等级的绝缘纤维材料生产 厂商及绝缘方案提供商。2022-2 ...

【环球网财经综合报道】6月26日，湖南广信科技股份有限公司（以下简称"广信科技"或"公司"）正式登陆北交 所。 广信科技自2004年成立以来，便锚定绝缘纤维材料及其成型制品领域，以成为行业领军者为目标，开启了艰辛而 又充满希望的创业征程。 经过近二十年的发展，广信科技已成为绝缘纤维材料及其成型制品领域的专业供应商，其产品广泛应用于输变电 系统、电气化铁路及轨道交通牵引变压系统、新能源产业以及军工装备等关键领域。无论是城市的电网建设，还 是高速飞驰的高铁，亦或是蓬勃发展的新能源项目，都能看到广信科技产品的身影，为众多国家重点项目和行业 发展筑牢根基。 技术引领 坚持创新驱动发展战略 凭借优质的产品和卓越的服务，广信科技在市场拓展方面成绩斐然。凭借先进的技术实力、优质的产品和丰富的 行业经验，公司吸引了大量优秀客户，与国内众多知名变压器、电机生产单位建立了良好的合作关系，诸如特变 电工、山东电工电气、正泰电气、保变电气和山东泰开等行业知名企业。 同时，公司也培育和发展一批有实力的经销商。公司通过和经销商的长期合作，将产品销售至申达电气集团有限 公司、哈尔滨变压器有限责任公司、云南变压器电气股份有限公司、西安日立能 ...

Summary of Key Points Core Viewpoint The North Exchange has seen significant trading activity and new listings, with a total of 268 companies listed and a notable increase in trading volume and value over the past week. The market is also witnessing a steady flow of new IPO applications and approvals, indicating a robust interest in capital raising among companies. Trading Activity - As of June 29, 2025, the North Exchange has 268 listed companies with a total share capital of 37.641 billion shares and a circulating share capital of 23.997 billion shares [2] - For the week of June 23-29, 2025, the trading volume was 7.294 billion shares, an increase of 13.32% from the previous week, while the trading value reached 170.534 billion yuan, up 18.22% [3] Market Index Performance - The North Exchange 50 Index fell by 6.84% to 1439.63 points during the same week, with 48 stocks rising, 0 remaining flat, and 2 declining [3] - Notable stock performances included Tianma New Materials (838971) with an increase of 83.92% and Changhong Energy (833171) rising by 23.14% [3] New Listings and IPOs - One company was listed, and one company passed the listing committee meeting during the week of June 23-29, 2025. Additionally, 48 companies had their listing applications accepted [6][11][15] - Guangxin Technology (920037) successfully listed on June 28, 2025, becoming the 268th company on the North Exchange, with a first-day closing price of 60.00 yuan, reflecting a 500% increase [8][10] Financial Performance of New Listings - Guangxin Technology reported revenues of 3.04 billion yuan, 4.20 billion yuan, and 5.78 billion yuan for 2022, 2023, and 2024, respectively, with net profits of 14.72 million yuan, 49.44 million yuan, and 116 million yuan [10] - The company expects to achieve revenue of 3.60 billion to 3.90 billion yuan in the first half of 2025, representing a year-on-year growth of 38.63% to 50.19% [10] Upcoming IPOs - Companies such as Tian Kang Pharmaceutical (874339) and Guangtai Vacuum (874200) have had their IPO applications accepted, with Tian Kang planning to raise 5.27 billion yuan for vaccine development and production expansion [21][24] - Other companies like Oulun Electric (874628) and North Laboratory (874611) are also in the pipeline for listing, with significant funding plans for their respective projects [29][33] Industry Trends - The North Exchange is experiencing a growing interest in various sectors, including high-performance materials, pharmaceuticals, and smart manufacturing, as evidenced by the diverse range of companies applying for listings [6][15][21][24]

募集资金方面，有17家企业计划募资金额超过10亿元。拟募资额最高的为振石股份，拟沪市主板IPO募集资金39.81亿元，分别用于玻璃纤维制品生产基地建 设项目、复合材料生产基地建设项目、西班牙生产建设项目以及研发中心及信息化建设项目。 | | | | 部分斯艾坤企业存情 | | | | | --- | --- | --- | --- | --- | --- | --- | | 企业名称 拟上市板 | | 所属行业(CSRC公布) | 拟募资额(亿元) | 保存机构 | 受理目期 | 2024营业收入(万元) | | 振石股份 上证主板 | | 非金属矿物制品业 | 39.81 | 中金公司 | 2025-06-25 | 443,879.18 | | 南网数字 创业板 | | 软件和信息技术服务业 | 25.54 | 招商证券 | 2025-06-27 | 608,972.26 | | 天海电子 深证主板 | | 汽车制造业 | 24.60 | 稻筒止存 | 2025-06-26 | 1,252,344.68 | | 未来材料 | 科创板 | 化学原料和化学制品制造业 | 24.46 | 中信证券 | 2025- ...

本周（6月30日—7月4日），A股市场仅有1只新股申购，为创业板的同宇新材（301630）。 招股书显示，公司主营业务系电子树脂的研发、生产和销售，主要应用于覆铜板生产。公司产品主要包 括MDI改性环氧树脂、DOPO改性环氧树脂、高溴环氧树脂、BPA型酚醛环氧树脂、含磷酚醛树脂固化 剂等系列。 公司本次发行募集资金将投资于年产20万吨电子树脂项目（一期）和补充流动资金。 值得一提的是，近期上市的新股持续表现强势。上周登陆北交所的广信科技首日收盘上涨500%报60元/ 股，盘中最高至63.97元/股暴涨近540%。 该股将于本周二申购，公司单一账户申购上限为10000股，顶格申购需持深市市值10万元。值得注意的 是，该股发行价为84元/股，为今年以来A股市场发行价第三高的新股。 电子树脂作为制作覆铜板的三大原材料之一（树脂、增强材料和铜箔），对覆铜板性能存在至关重要的 影响，覆铜板是加工印制电路板（PCB）的基础材料，印制电路板是电子元器件的支撑体也是电气链接 的载体。电子树脂、覆铜板和印制电路板，已然成为现代电子产品中不可或缺的重要组成部件，最终被 广泛应用于智能家电、工业控制、计算机、消费电子、汽车电子、通 ...

本周策略观点： 本周市场行情： 北交所新股： 2025 年 06 月 29 日 北证并购增资渐活跃，二级轮动格 局未变 ——北交所策略周报（20250623-20250629） 新三板动态： ⚫ 本周新挂牌 6 家，摘牌 6 家，周新增计划融资 0.49 亿元，完成融资 1.01 亿元。 风险提示： ⚫ 个股业绩季度波动过大风险，宏观经济波动的风险。 专 题 研 究 相关研究 - 证券分析师 刘靖 A0230512070005 liujing@swsresearch.com 王雨晴 A0230522010003 wangyq@swsresearch.com 研究支持 郑菁华 A0230525060001 zhengjh@swsresearch.com 汪秉涵 A0230123090006 wangbh@swsresearch.com 吕靖华 A0230124070002 lvjh@swsresearch.com 联系人 汪秉涵 (8621)23297818× wangbh@swsresearch.com f 新 三 板 研 究 证 券 研 究 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提 ...

村里来新人了。 6月26日，湖南广信科技股份有限公司（以下简称广信科技）正式登陆北交所， 成为今年湖南第一家登陆A股市场的上市公司，也是邵阳市首家在北交所 上市的企业。 这家企业有啥来头？湖南今年还会有企业登陆A股吗？ 广信科技上市仪式现场。王亮 摄 1 聚焦绝缘新材料，广信科技有几把"刷子" 作为今年湖南首家登陆A股市场的上市公司，广信科技不一般。 广信科技位于邵阳市新邵县，是绝缘纤维材料及其成型制品的专业供应商，产品主要应用于输变电系统、轨道交通牵引变压系统、新能源产业等领域。 这个领域看起来不起眼，但广信科技做到了极致，也做出了成绩。 自2004年成立以来，广信科技持续深耕绝缘材料领域，攻克了多项特高压绝缘相关的技术难题，是国内少数具备750kV以上特高压等级绝缘纤维材料产品 生产能力的企业之一。 尤其是2009年，其研发设计的超高压绝缘纤维材料成功打破国外技术垄断，多项核心技术被认定为国际先进或国际领先水平。 目前，作为国内绝缘材料的领先企业之一，广信科技已成长为国家级专精特新"小巨人"企业，坐拥"湖南省特种纸及纸板工程技术研究中心"等三个省级科 研技术平台。 截至2024年末，广信科技已拥有有效专利 ...

Core Points - Guangxin Technology (920037) experienced a significant increase of 500.00% on its first trading day, with a turnover rate of 75.11% and a transaction volume of 1.274 billion yuan [2] - The stock's first-day margin trading saw a buy amount of 10.1522 million yuan, accounting for 0.80% of the total trading volume, while the latest margin balance stood at 9.0176 million yuan, representing 0.51% of the circulating market value [2] - The company focuses on the research, production, and sales of high-performance insulating fiber materials and their molded products, which are primarily used in power transmission and transformation systems, electrified railways, new energy industries, and military equipment [2] Recent IPO Margin Trading Summary - The first-day performance of recent IPOs shows varying degrees of price increases, with Guangxin Technology leading at 500.00%, followed by Xin Henghui (301678) at 229.06% and Huazhi (603400) at 170.98% [2][3] - The margin balances for these stocks on their first trading days also vary, with Guangxin Technology's margin balance at 9.0176 million yuan, while other notable stocks like Ying Shi Innovation (688775) had a margin balance of 47.63958 million yuan [2][3]

Core Viewpoint - Hunan Guangxin Technology Co., Ltd. (stock code: 920037.BJ) was listed on the Beijing Stock Exchange, with a significant opening price of 50.00 CNY and a closing price of 60.00 CNY, resulting in a 500% increase and a total market capitalization of 5.308 billion CNY [1] Company Overview - Guangxin Technology specializes in the supply of insulating fiber materials and their molded products, primarily used in power transmission and transformation systems, electrified railways, new energy industries, and military equipment [1] - Before the issuance, Wei Dongyun held 45.65% of the company's shares, and Wei Yaqin held 15.15%, together controlling 60.80% of the company [1] Financial Performance - The company reported revenues of 304.29 million CNY in 2022, 420.07 million CNY in 2023, and 577.54 million CNY in 2024, with net profits of 14.72 million CNY, 49.40 million CNY, and 116.17 million CNY respectively [6][7] - The revenue growth rates were 38.05% in 2022 and 37.49% in 2023, while net profit growth rates were significantly higher at 235.55% and 135.14% [6] - For Q1 2025, the company achieved a revenue of 17.51 million CNY, a 54.48% increase year-on-year, with net profit reaching 4.37 million CNY, up 128.53% from the previous year [8] Fundraising and Investment Plans - Guangxin Technology raised a total of 200 million CNY, with a net amount of 171.06 million CNY after deducting issuance costs, which were 28.94 million CNY [4] - The funds will be allocated to the expansion of electrical insulation new materials, the construction of a research and development center, and to supplement working capital [5] Future Projections - The company expects revenues for the first half of 2025 to be between 360 million CNY and 390 million CNY, representing a year-on-year growth of approximately 38.63% to 50.19% [9][10] - Projected net profits for the same period are estimated to be between 90 million CNY and 100 million CNY, indicating a growth of 78.65% to 98.50% [9][10]