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大肉籤來了!N長聯飆升18倍 中一簽最高賺20萬
創業板新股長聯科技(301618.SZ)今日首日上市獲市場資金熱捧,一度大升1831%至408元,一舉成為年內新股首日升幅最大的股票,市值達260億元。公司本次IPO發行價21.12元/股,據此計算,中一簽(500股)盤中最高盈利可達19.34萬元。長聯科技是國內水性印花膠漿行業龍頭,專業從事環保水性印花材料的研發、生產、銷售,主要產品包括水性印花膠漿、水性樹脂、絲印硅膠等。長聯科技多年來積累了一批優質的客户資源,已與Adidas、Nike、FILA、安踏、李寧、C&A、迪士尼等知名品牌達成合作,維珍妮、以純、阿里巴巴迅犀(阿里巴巴旗下智能製造平台)等均為長聯科技直接客户。財務方面,長聯科技2021-2023年營收分別為5.81億元、5.38億元、5.3億元;歸母淨利潤2021-2023年的年複合增長率為17.08%。2021-2023年及2024年上半年的毛利率分別為27.58%、32.97%、34.92%、34.06%。根據初步測算,公司預計2024年1-9月營業收入與上年同期相比上升7.7%至14.43%;預計淨利潤與上年同期相比上升4.25%至12.48%。據統計,長聯科技在2018-2022年的水性印花膠漿國內市場佔有率分別為10.3%、10.3%、10.7%、11.0%、11.5%,2020年和2022年均排名第一,且市場佔有率呈上升趨勢。有行業人士表示,對於市場相對分散的水性印花膠漿行業來説,龍頭企業的上市必將對行業發展起到推動作用;同時,隨着企業環保意識的增強以及全球對於製造業環保的嚴格管控,水性印花膠漿行業集中度逐步增加,將利好行業內優質企業。

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