2026年1月22日，河北国亮新材料股份有限公司（以下简称"国亮新材"）正式登陆北京证券交易所上 市，本次发行价格为10.76元/股。 招股书显示，国亮新材是一家专业从事高温工业用耐火材料整体解决方案的高新技术企业，为客户提供 耐火材料整体承包服务及耐火材料产品。报告期各期（2022年至2024年及2025年上半年），公司营业收 入分别为93747.24万元、98436.02万元、90468.93万元和51149.52万元，净利润分别为4036.80万元、 8379.83万元、7096.49万元和4149.72万元。 坚持科技创新，筑牢核心技术护城河 随着钢铁行业朝着装备大型化、生产智能化方向发展，钢铁企业和耐火材料企业不断优化窑炉结构设计 和耐火材料配置，推动耐火材料的品质提升和品种结构的优化。耐火材料整体承包服务模式促使耐火材 料企业加大科技研发力度、持续提升耐火材料使用水平和运维服务。 国亮新材自设立以来，始终重视科技创新，长期专注于钢铁冶金工业领域耐火材料产品研发、生产与应 用技术的研究。报告期内公司研发投入分别为4350.12万元、4885.90万元、4482.91万元和2399.93万元， 打造了 ...

Group 1 - The company, Guoliang New Materials, has announced the results of its public offering of shares, issuing a total of 18.044853 million new shares, which represents 21.58% of the total share capital post-issuance [1] - The strategic placement of shares amounted to 1.8044853 million shares, accounting for 10.00% of the total issuance, with a price of 10.76 yuan per share, raising approximately 19.4163 million yuan [1] - The effective subscription amount reached 76,958,830,600 shares, with frozen funds totaling approximately 828.077 billion yuan, and an effective subscription multiple of 4,738.73687 times [1] Group 2 - Established in November 2002, Guoliang New Materials specializes in high-temperature industrial refractory materials, providing comprehensive solutions and products widely used in industries such as steel, cement, and glass [2] - The company has established long-term partnerships with notable steel enterprises, including Delong Steel and Hebei Steel, and is expanding its market presence internationally in regions like Russia and Vietnam [2] - The total amount of funds required for the company's projects is 175 million yuan, with an expected net fundraising amount of approximately 175 million yuan after deducting estimated issuance costs [2] Group 3 - The raised funds will be allocated entirely to business upgrades and green capacity expansion, including projects for technical transformation of the sliding nozzle production line and the establishment of a production line for recycled materials [3]

Core Viewpoint - Guoliang New Materials Co., Ltd. is focusing on expanding its market presence outside of Hebei, particularly in Jiangsu, Shandong, and Fujian provinces, while enhancing project management and exploring new projects to improve profitability [1][2][4] Group 1: Market Expansion and Strategy - The company aims to deepen relationships with high-quality clients in external markets to increase market share [1] - Guoliang New Materials plans to establish Jiangsu as a core business area while expanding into Shandong and Fujian [2] - The company has successfully provided comprehensive contracting services for refractory materials to major steel producers in Jiangsu, Shandong, and Fujian [1][2] Group 2: Product and Technology Development - Guoliang New Materials specializes in high-temperature industrial refractory materials, offering a range of products including steel ladle bricks and magnesium-carbon bricks [2][3] - The company emphasizes technological innovation and has a strong R&D team, holding 33 invention patents and 52 utility model patents [3] - The company has been recognized as a national-level "green factory" and has developed technologies that align with national carbon neutrality goals [3][4] Group 3: Financial Performance - The company reported revenues of 937 million yuan, 984 million yuan, 905 million yuan, and 511 million yuan for the years 2022 to 2025, with corresponding net profits of 40 million yuan, 84 million yuan, 71 million yuan, and 41 million yuan [4] - In the first three quarters of 2025, the company achieved revenues of 787 million yuan, a 21.18% increase year-on-year, and a net profit of 53 million yuan, a 4.41% increase year-on-year [5] Group 4: Fundraising and Investment Plans - The company plans to issue 18.04 million shares, raising approximately 175 million yuan after expenses, to invest in projects aimed at upgrading its main business and expanding green production capacity [5][6] - Specific projects include the technical transformation of the sliding water nozzle production line and the establishment of a new production line for magnesium-carbon bricks [6] Group 5: Industry Context and Future Outlook - The demand for high-performance, low-carbon refractory materials is increasing due to stricter environmental regulations and the push for green transformation in industries like steel [4][7] - Guoliang New Materials is positioned to lead the industry towards high-end and green development, leveraging its technological advantages and commitment to sustainable practices [7]