Company Overview - Haiyang Technology Co., Ltd. officially listed on the Shanghai Stock Exchange on June 12, 2023, with an initial surge of 386.7% on its first trading day [5][7] - The company specializes in the research, production, and sales of Nylon 6 series products, achieving a leading position in domestic and international markets [5][8] - Haiyang Technology's main products include Nylon 6 chips, Nylon 6 yarn, and tire fabrics, with significant market shares in each category [7][8] Market Performance - Haiyang Technology's IPO price was set at 11.50 CNY per share, with a static P/E ratio of 12.69, significantly lower than the industry average of 23.65 [7] - The company has established a strong supply chain presence with notable clients such as BASF, Zhongce Rubber, and Linglong Tire [5][8] Industry Trends - The Nylon market is experiencing rapid growth, with China's apparent demand for nylon increasing from 3.23 million tons in 2017 to 3.97 million tons in 2023, an annual growth rate of approximately 3.52% [14] - The global nylon market is projected to grow from 31.13 billion USD in 2021 to 46.31 billion USD by 2028, with an annual growth rate of 5.8% [14] - The special nylon market is also expanding, with a forecasted growth from 2.664 billion USD in 2020 to 3.337 billion USD by 2025, reflecting a compound annual growth rate of 4.03% [16] Competitive Landscape - As of now, there are 44 major producers of Nylon 6 in China, with a total capacity expected to reach 9.28 million tons by 2028 [18] - Haiyang Technology holds a market share of 5.60% in Nylon 6 chips and 15.71% in tire fabrics, indicating a strong competitive position [8] - Another company, Changyu Group, has initiated its IPO process, aiming to raise 700 million CNY for various projects, including high-performance nylon elastomers [12][14]

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由于特种尼龙产品品种繁多，各个生产企业都根据自己的优势选择发展不同品类的产品，导致行业的经 营较为分散，产品体系存在差异。目前参与市场竞争的企业主要包括杜邦、阿科玛、赢创等国际化工巨 头企业，上述大型企业掌握了对应特种尼龙产品大部分产能及市场份额。国内企业以民营企业为主，大 部分产能规模较小。 财务方面，于2022年度、2023年度、2024年度，长裕集团分别实现营收约为16.69亿元、16.07亿元、 16.37亿元人民币；同期，净利润分别约为2.55亿元、1.89亿元、2.08亿元人民币。 锆类产品方面，公司现有7.5万吨/年氧氯化锆产能，是全球产能最大的氧氯化锆生产商。特种尼龙产品 方面，公司现有1.5万吨/年特种尼龙聚合产能，是国内产能规模领先、品种丰富齐全的特种尼龙供应 商。 收入贡献方面，报告期各期，锆类产品收入占公司主营业务收入比例为76.17%、72.43%、70.85%，为 公司营业收入及利润的主要来源，是发行人核心业务板块。 锆制品行业企业以民营企业为主，产能较为集中。传统锆类产品方面，竞争格局稳定，行业竞争较为充 分。高端新材料产品纳米复合氧化锆方面，产能主要集中于国际大型化工企业，主要 ...