IPO及再融资上会预告 据交易所官网审核动态信息，下周（7月21日-7月25日）IPO上会审核2家企业，合计拟募资13.97亿元。 | | | | | | | 下周 (7.21-7.25) IPO上会企业 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 上会日期 | 数量 申报板块 | | 公司简称 | 注册地 | 受理到审核 间隔天数 | 所属行业 | 拟募资规模 (万元) | 最近一年净利润 (万元) | 保荐机构 | 会计师事务所 | 律师事务所 | | 2025-7-25 | 科创板 | | 恒坤新材 | 福建 | 211 | 计算机、通信和其 他电子设备制造业 | 100,669.50 | 9,691.11 | 中信建投 | 容诚 | 锦天城 | | | | 北交所 | 泰凯英 | 山东 | 231 | 橡胶和塑料制品业 | 39,010.32 | 15,665.48 | 招商证券 | 中示卡 | 竞天公诚 | 两家IPO企业均于在审期间调减了拟募资规模。 恒坤新材首版招股 ...

Core Insights - The industrial gas turbine industry is characterized by a highly specialized and collaborative supply chain, with cast steel components and rotor forgings holding significant market positions due to their essential functions and technological barriers [1][2] Group 1: Industry Overview - Industrial gas turbines operate under extreme conditions of high temperature, pressure, and speed, making the material properties and manufacturing precision of core components critical to the reliability, efficiency, and lifespan of the entire machine [1] - Cast steel components include complex structures such as cylinders, valve housings, and partition sleeves, which are crucial for sealing, guiding, and bearing high-temperature steam [1] - Rotor forgings are the core rotating components that transmit torque and withstand significant centrifugal and thermal stresses, requiring ultra-high purity materials and advanced manufacturing techniques [1] Group 2: Market Dynamics - The market for cast steel components and rotor forgings accounts for approximately 20% of the total industrial gas turbine market size, reflecting their critical weight in the overall cost structure despite their smaller physical volume [2] - The growth of this niche market is driven by two main factors: the global push for industrial energy efficiency and carbon neutrality, leading to increased demand for high-performance components, and the emergence of innovative manufacturing technologies such as additive manufacturing and numerical simulation [2] Group 3: Future Outlook - The technological advancements and industrial upgrades in cast steel components and rotor forgings are expected to continue driving improvements in overall machine performance [3] - Future market focus will not only be on enhancing material performance limits but also on establishing a comprehensive digital quality assurance system throughout the design, manufacturing, and testing processes [3] - The healthy development of this high-value segment is strategically significant for ensuring the safety and competitiveness of national major equipment supply chains [3]