惠豐鑽石正式登陸北交所，開盤大漲超12%！
7月18日，惠豐鑽石正式登陸北交所，發行價為28.18元/股，發行市盈率為26.01倍，保薦機構為銀河證券。不同於此前北交所新股的頻頻破發，截止發稿，股價大漲超12%，最新總市值14億元。
惠豐鑽石從事人造單晶金剛石粉體的研發、生產和銷售，主要產品包括金剛石微粉和金剛石破碎整形料兩大系列。2016年11月在全國股轉系統掛牌，2020年5月進入創新層。2020年12月被國家工信部授予專精特新“小巨人”稱號。值得注意的是，惠豐鑽石此前過會僅用時71天。
本次發行前，控股股東王來福直接持有公司 86.90%股份，實際控制人王來福和寇景利夫婦合計控制公司 96.65%股份對應表決權。本次發行成功後，實際控制人的持股比例有所下降，但仍處於絕對控股地位。
本次IPO擬募資3.1億元，主要用於金剛石微粉智能生產基地擴建項目、研發中心升級建設項目等。
報吿期內，惠豐鑽石實現營收實現1.09億元、1.42億元、2.19億元，淨利潤分別為1650.78萬元、3285.35萬元、5692.83萬元。2022 年一季度，得益於公司半導體用、光伏用的產品銷量增長等，實現營業收入7425.12萬元，同比增長63.72%，歸屬於掛牌公司股東的淨利潤為1365.52萬元，同比增長42.99%。
目前，惠豐鑽石對標的業內主要競爭對手為力量鑽石、黃河旋風、富耐克。報吿期內，綜合毛利率分別為 37.26%、43.02%和 41.10%，整體略高於同行業的平均水平，但與主要競爭對手力量鑽石的毛利率相比差距較大。
值得注意的是，公司高層次員工儲備稍顯不足。截至2021年年底，公司員工中本科及以上學歷員工僅有 21 名，佔員工總數的比例為13.46%。
中信建投研報認為，金剛石微粉下游應用廣泛，光伏、消費電子等需求持續釋放帶動市場空間增長。公司未來將主要選擇CVD法生產培育鑽石，目前已採購設備處於小批量生長階段，且募投項目中計劃採購19台CVD設備，後續在培育鑽石業務有望逐步放量、帶來新的業績增量。
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