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大行科工首日高开低走!跑or继续持有?
$大行科工 (02543.HK)$ 首日高开,涨36.36%,收盘涨近15%。【大家觉得现在该跑了,还是能继续拿着?】
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止观明岳
止观明岳
·
09-09 21:29
先跑为敬,跌了再来,不慌
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一路走来cd
一路走来cd
·
09-09 20:45
$大行科工(02543)$
跑吧,再慢点没利润了
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鹿鼎公韦小宝
鹿鼎公韦小宝
·
09-09 20:12
这收益率挺高的,不用担心,长期来看是涨的。不过市盈率确实有点高。
$大行科工(02543)$
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买股票的打铁匠
买股票的打铁匠
·
09-09 20:06
这次货不多,但暗盘能卖,我开盘就出掉了。今天一看,涨幅只剩14.95%了。最近打新情绪挺高,暗盘开盘卖点应该没啥问题
$大行科工(02543)$
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alexhaha789
alexhaha789
·
09-09 18:38
$大行科工(02543)$
今日股价走势对不起6000多倍融资倍数。
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2
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沙漠追光大海逐风
沙漠追光大海逐风
·
09-09 16:23
$大行科工(02543)$
都在喊港股打新中签难,性价比低,但参与打新的人却越来越多,嘴上喊着不要,身体却很诚实。大行科工以6688倍超额认购刷新港股IPO历史纪录,成为新晋“超购王”
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艳阳高照天
艳阳高照天
·
09-09 16:22
$大行科工(02543)$
大行这么小的流通盘,早盘直接跳水,只能说明暗盘高位拿货的筹码用于砸盘,砸盘目的是什么?懂得都懂,后面一定会有拉升
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独角兽早知道
独角兽早知道
·
09-09 14:45
开盘涨超36%!港股“超购王”大行科工正式登陆港交所,中国内地最大的折叠自行车企业
大行科工(02543.HK)今日成功在港交所主板上市,中信建投国际为独家保荐人。
$大行科工(02543)$
大行科工是中国内地最大的折叠自行车公司,按2024年折叠自行车零售量及零售额计均位居首位。大行品牌由韩德玮博士于1982年创立。历经40余载深耕,大行品牌在技术实力、创新精神、匠心工艺、对卓越性能和产品质量的追求方面享负盛名。 综合多家券商资料显示,大行科工孖展认购约2621.94亿港元。以大行科工公开发售起始集资额3920万港元计,超额认购逾6688倍,不仅取代今年1月超购5998.96倍的布鲁可 (00325) ,更超越了2018年4月上市、当时超购6288倍的毛记葵涌 (01716) ,成为新股史上的“超购王”。 大行科工本次香港IPO引入基石投资者包括安联环球投资亚太;大湾区基金管理;Harvest;及维科香港。 今日开盘,大行科工涨36.36%,报67.50港元/股,市值21.38亿港元。 综合 | 招股书 公司公告 编辑 | Arti 本文仅为信息交流之用,不构成任何交易建议 大行科工是一家著名的折叠自行车公司。折叠自行车为一种小巧便携的自行车,其设有可折叠成较小尺寸的机能,便于收纳及携带。 公司的大行品牌由韩德玮博士于1982年创立。凭借逾40年的发展,大行品牌在技术实力、创新精神、匠心工艺、对卓越性能和产品质量的追求方面享负盛名。 根据灼识咨询的资料,按2024年零售量计,公司于中国内地折叠自行车行业占有显赫地位,市场份额达26.3%,按2024年零售额计,公司亦于中国内地折叠自行车行业处于领先地位,市场份额为36.5%。 大行科工以P8等畅销产品为基石,再加上新开发的车款,打造出一个全方位的自行车产品阵容,能够满足城市上班族、渴求冒险人士乃至竞赛骑手等不同
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开盘涨超36%!港股“超购王”大行科工正式登陆港交所,中国内地最大的折叠自行车企业
JachinWind
JachinWind
·
09-09 11:56
不如直接买美股
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一路走来cd
一路走来cd
·
09-09 11:35
$大行科工(02543)$
持有,等等看。要么就跑,不买入
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小斯新报道
小斯新报道
·
09-09 11:31
禾赛科技二次上市,散户该不该冲?
港股打新市场的热闹,也吸引了美股中概股的二次上市回港。
$禾赛(HSAI)$
这家激光雷达领域的头部玩家,正准备在港股搞二次上市
$禾赛-W(02525)$
先简单说说禾赛这家公司。它成立于2014年,主攻三维激光雷达解决方案,在全球市场份额稳居前列。简单点讲,就是给自动驾驶和机器人提供“眼睛”的高科技企业。2022到2024年,营收从12亿人民币飙到20.8亿,复合增长率超30%。更亮眼的是,亏损在逐步缩水,2024年甚至实现了调整后盈利,2025年一季度收入同比猛增46%。收入增长:2022-2024年收入从12.03亿元增至20.77亿元,复合年增速超30%;2025年上半年营收12.3亿元,同比增50.6%。盈利转折:2025年上半年首次实现净利润2653万元,毛利率从35.2%回升至42%,规模效应显现。业务结构:ADAS占收入62.7%,机器人占34.1%,形成“双引擎”降低单一市场风险。机器人业务尤其爆发,2025年Q2交付量同比暴涨743.6%。行业层面,中国厂商主导全球市场——禾赛与速腾聚创各占29%份额,图达通占21%,三者合计79%。成长性看,ADAS渗透率预计从2025年的15%跃升至30%,机器人用激光雷达增速超600%,成为第二增长曲线。这数据看着挺稳的,说明业务在加速落地,尤其在ADAS(高级驾驶辅助系统)和机器人领域。但话说回来,高科技股总有不确定性,得看市场环境。IPO基本信息:入场门槛与发行机制禾赛此次港股上市采用“双重主要上市”模式,需同时满足两地监管要求,流程比简单二次上市更复杂。优点是未来可能纳入港股通,方便内地投资者交易。关键参数如下:发行价上限:228港元/股,入场费4
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禾赛科技二次上市,散户该不该冲?
花香满楼
花香满楼
·
09-09 11:19
$大行科工(02543)$
跑,暗盘已经有过高开低走了
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静静收割美狗
静静收割美狗
·
09-09 10:26
$大行科工(02543)$
啥都想翻倍?
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花香满楼
花香满楼
·
09-09 07:52
$大行科工(02543)$
继续拿着,还能涨。空间有
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一路走来cd
一路走来cd
·
09-09 07:14
$大行科工(02543)$
高开低走,有机会就跑
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爱吃苹果的小李
爱吃苹果的小李
·
09-08 22:21
看今天这走势,明天到100块稳了!继续拿住,手头也就100股[捂脸][捂脸]
$大行科工(02543)$
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重生之我是鲍威尔
重生之我是鲍威尔
·
09-08 22:19
市场上没多少货了,明天肯定要暴涨,货都集中到少数人手里了。明天至少得150起步
$大行科工(02543)$
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花香满楼
花香满楼
·
09-08 16:52
$大行科工(02543)$
这明显是暗盘出货走势。有的,跑,要快。
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亮亮01
亮亮01
·
09-08 16:40
$大行科工(02543)$
不会超过20%,10%能不能到,不确定
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艳阳高照天
艳阳高照天
·
09-08 16:39
$大行科工(02543)$
大行科工的营收和净利润保持30%以上的增速,对应前瞻估值27倍不算贵,这也算是一只新消费概念股,看好
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独角兽早知道
独角兽早知道
·
09-09 14:45
开盘涨超36%!港股“超购王”大行科工正式登陆港交所,中国内地最大的折叠自行车企业
大行科工(02543.HK)今日成功在港交所主板上市,中信建投国际为独家保荐人。
$大行科工(02543)$
大行科工是中国内地最大的折叠自行车公司,按2024年折叠自行车零售量及零售额计均位居首位。大行品牌由韩德玮博士于1982年创立。历经40余载深耕,大行品牌在技术实力、创新精神、匠心工艺、对卓越性能和产品质量的追求方面享负盛名。 综合多家券商资料显示,大行科工孖展认购约2621.94亿港元。以大行科工公开发售起始集资额3920万港元计,超额认购逾6688倍,不仅取代今年1月超购5998.96倍的布鲁可 (00325) ,更超越了2018年4月上市、当时超购6288倍的毛记葵涌 (01716) ,成为新股史上的“超购王”。 大行科工本次香港IPO引入基石投资者包括安联环球投资亚太;大湾区基金管理;Harvest;及维科香港。 今日开盘,大行科工涨36.36%,报67.50港元/股,市值21.38亿港元。 综合 | 招股书 公司公告 编辑 | Arti 本文仅为信息交流之用,不构成任何交易建议 大行科工是一家著名的折叠自行车公司。折叠自行车为一种小巧便携的自行车,其设有可折叠成较小尺寸的机能,便于收纳及携带。 公司的大行品牌由韩德玮博士于1982年创立。凭借逾40年的发展,大行品牌在技术实力、创新精神、匠心工艺、对卓越性能和产品质量的追求方面享负盛名。 根据灼识咨询的资料,按2024年零售量计,公司于中国内地折叠自行车行业占有显赫地位,市场份额达26.3%,按2024年零售额计,公司亦于中国内地折叠自行车行业处于领先地位,市场份额为36.5%。 大行科工以P8等畅销产品为基石,再加上新开发的车款,打造出一个全方位的自行车产品阵容,能够满足城市上班族、渴求冒险人士乃至竞赛骑手等不同
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240
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开盘涨超36%!港股“超购王”大行科工正式登陆港交所,中国内地最大的折叠自行车企业
小斯新报道
小斯新报道
·
09-09 11:31
禾赛科技二次上市,散户该不该冲?
港股打新市场的热闹,也吸引了美股中概股的二次上市回港。
$禾赛(HSAI)$
这家激光雷达领域的头部玩家,正准备在港股搞二次上市
$禾赛-W(02525)$
先简单说说禾赛这家公司。它成立于2014年,主攻三维激光雷达解决方案,在全球市场份额稳居前列。简单点讲,就是给自动驾驶和机器人提供“眼睛”的高科技企业。2022到2024年,营收从12亿人民币飙到20.8亿,复合增长率超30%。更亮眼的是,亏损在逐步缩水,2024年甚至实现了调整后盈利,2025年一季度收入同比猛增46%。收入增长:2022-2024年收入从12.03亿元增至20.77亿元,复合年增速超30%;2025年上半年营收12.3亿元,同比增50.6%。盈利转折:2025年上半年首次实现净利润2653万元,毛利率从35.2%回升至42%,规模效应显现。业务结构:ADAS占收入62.7%,机器人占34.1%,形成“双引擎”降低单一市场风险。机器人业务尤其爆发,2025年Q2交付量同比暴涨743.6%。行业层面,中国厂商主导全球市场——禾赛与速腾聚创各占29%份额,图达通占21%,三者合计79%。成长性看,ADAS渗透率预计从2025年的15%跃升至30%,机器人用激光雷达增速超600%,成为第二增长曲线。这数据看着挺稳的,说明业务在加速落地,尤其在ADAS(高级驾驶辅助系统)和机器人领域。但话说回来,高科技股总有不确定性,得看市场环境。IPO基本信息:入场门槛与发行机制禾赛此次港股上市采用“双重主要上市”模式,需同时满足两地监管要求,流程比简单二次上市更复杂。优点是未来可能纳入港股通,方便内地投资者交易。关键参数如下:发行价上限:228港元/股,入场费4
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禾赛科技二次上市,散户该不该冲?
止观明岳
止观明岳
·
09-09 21:29
先跑为敬,跌了再来,不慌
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10
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买股票的打铁匠
买股票的打铁匠
·
09-09 20:06
这次货不多,但暗盘能卖,我开盘就出掉了。今天一看,涨幅只剩14.95%了。最近打新情绪挺高,暗盘开盘卖点应该没啥问题
$大行科工(02543)$
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247
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鹿鼎公韦小宝
鹿鼎公韦小宝
·
09-09 20:12
这收益率挺高的,不用担心,长期来看是涨的。不过市盈率确实有点高。
$大行科工(02543)$
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一路走来cd
一路走来cd
·
09-09 20:45
$大行科工(02543)$
跑吧,再慢点没利润了
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alexhaha789
alexhaha789
·
09-09 18:38
$大行科工(02543)$
今日股价走势对不起6000多倍融资倍数。
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11
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2
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沙漠追光大海逐风
沙漠追光大海逐风
·
09-09 16:23
$大行科工(02543)$
都在喊港股打新中签难,性价比低,但参与打新的人却越来越多,嘴上喊着不要,身体却很诚实。大行科工以6688倍超额认购刷新港股IPO历史纪录,成为新晋“超购王”
看
279
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艳阳高照天
艳阳高照天
·
09-09 16:22
$大行科工(02543)$
大行这么小的流通盘,早盘直接跳水,只能说明暗盘高位拿货的筹码用于砸盘,砸盘目的是什么?懂得都懂,后面一定会有拉升
看
400
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点赞
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一路走来cd
一路走来cd
·
09-09 11:35
$大行科工(02543)$
持有,等等看。要么就跑,不买入
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149
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花香满楼
花香满楼
·
09-09 11:19
$大行科工(02543)$
跑,暗盘已经有过高开低走了
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190
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点赞
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JachinWind
JachinWind
·
09-09 11:56
不如直接买美股
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静静收割美狗
静静收割美狗
·
09-09 10:26
$大行科工(02543)$
啥都想翻倍?
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花香满楼
花香满楼
·
09-09 07:52
$大行科工(02543)$
继续拿着,还能涨。空间有
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一路走来cd
一路走来cd
·
09-09 07:14
$大行科工(02543)$
高开低走,有机会就跑
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重生之我是鲍威尔
重生之我是鲍威尔
·
09-08 22:19
市场上没多少货了,明天肯定要暴涨,货都集中到少数人手里了。明天至少得150起步
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爱吃苹果的小李
爱吃苹果的小李
·
09-08 22:21
看今天这走势,明天到100块稳了!继续拿住,手头也就100股[捂脸][捂脸]
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不离亦不弃
不离亦不弃
·
09-08 16:38
$大行科工(02543)$
想买一辆大行的电助力cargo bike,结果问了一圈国内没有销售,只供欧美国家,不过也说明国内市场是未来的增长点哈哈哈
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艳阳高照天
艳阳高照天
·
09-08 16:39
$大行科工(02543)$
大行科工的营收和净利润保持30%以上的增速,对应前瞻估值27倍不算贵,这也算是一只新消费概念股,看好
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花香满楼
花香满楼
·
09-08 16:52
$大行科工(02543)$
这明显是暗盘出货走势。有的,跑,要快。
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今日股价走势对不起6000多倍融资倍数。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476741122470040","isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476783905263712,"gmtCreate":1757406192366,"gmtModify":1757406194098,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000220","authorIdStr":"9000000000000220"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02543\">$大行科工(02543)$</a>都在喊港股打新中签难,性价比低,但参与打新的人却越来越多,嘴上喊着不要,身体却很诚实。大行科工以6688倍超额认购刷新港股IPO历史纪录,成为新晋“超购王”","listText":"<a target=\"_blank\" 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href=\"https://laohu8.com/S/02543\">$大行科工(02543)$</a>大行这么小的流通盘,早盘直接跳水,只能说明暗盘高位拿货的筹码用于砸盘,砸盘目的是什么?懂得都懂,后面一定会有拉升","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02543\">$大行科工(02543)$</a>大行这么小的流通盘,早盘直接跳水,只能说明暗盘高位拿货的筹码用于砸盘,砸盘目的是什么?懂得都懂,后面一定会有拉升","text":"$大行科工(02543)$大行这么小的流通盘,早盘直接跳水,只能说明暗盘高位拿货的筹码用于砸盘,砸盘目的是什么?懂得都懂,后面一定会有拉升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476783678414944","isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476748972658760,"gmtCreate":1757400336780,"gmtModify":1757401644323,"author":{"id":"3536793361837479","authorId":"3536793361837479","name":"独角兽早知道","avatar":"https://static.tigerbbs.com/a67aadbd802be60aa18564342140c851","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536793361837479","authorIdStr":"3536793361837479"},"themes":[],"title":"开盘涨超36%!港股“超购王”大行科工正式登陆港交所,中国内地最大的折叠自行车企业","htmlText":"大行科工(02543.HK)今日成功在港交所主板上市,中信建投国际为独家保荐人。 <a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$</a> 大行科工是中国内地最大的折叠自行车公司,按2024年折叠自行车零售量及零售额计均位居首位。大行品牌由韩德玮博士于1982年创立。历经40余载深耕,大行品牌在技术实力、创新精神、匠心工艺、对卓越性能和产品质量的追求方面享负盛名。 综合多家券商资料显示,大行科工孖展认购约2621.94亿港元。以大行科工公开发售起始集资额3920万港元计,超额认购逾6688倍,不仅取代今年1月超购5998.96倍的布鲁可 (00325) ,更超越了2018年4月上市、当时超购6288倍的毛记葵涌 (01716) ,成为新股史上的“超购王”。 大行科工本次香港IPO引入基石投资者包括安联环球投资亚太;大湾区基金管理;Harvest;及维科香港。 今日开盘,大行科工涨36.36%,报67.50港元/股,市值21.38亿港元。 综合 | 招股书 公司公告 编辑 | Arti 本文仅为信息交流之用,不构成任何交易建议 大行科工是一家著名的折叠自行车公司。折叠自行车为一种小巧便携的自行车,其设有可折叠成较小尺寸的机能,便于收纳及携带。 公司的大行品牌由韩德玮博士于1982年创立。凭借逾40年的发展,大行品牌在技术实力、创新精神、匠心工艺、对卓越性能和产品质量的追求方面享负盛名。 根据灼识咨询的资料,按2024年零售量计,公司于中国内地折叠自行车行业占有显赫地位,市场份额达26.3%,按2024年零售额计,公司亦于中国内地折叠自行车行业处于领先地位,市场份额为36.5%。 大行科工以P8等畅销产品为基石,再加上新开发的车款,打造出一个全方位的自行车产品阵容,能够满足城市上班族、渴求冒险人士乃至竞赛骑手等不同","listText":"大行科工(02543.HK)今日成功在港交所主板上市,中信建投国际为独家保荐人。 <a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$</a> 大行科工是中国内地最大的折叠自行车公司,按2024年折叠自行车零售量及零售额计均位居首位。大行品牌由韩德玮博士于1982年创立。历经40余载深耕,大行品牌在技术实力、创新精神、匠心工艺、对卓越性能和产品质量的追求方面享负盛名。 综合多家券商资料显示,大行科工孖展认购约2621.94亿港元。以大行科工公开发售起始集资额3920万港元计,超额认购逾6688倍,不仅取代今年1月超购5998.96倍的布鲁可 (00325) ,更超越了2018年4月上市、当时超购6288倍的毛记葵涌 (01716) ,成为新股史上的“超购王”。 大行科工本次香港IPO引入基石投资者包括安联环球投资亚太;大湾区基金管理;Harvest;及维科香港。 今日开盘,大行科工涨36.36%,报67.50港元/股,市值21.38亿港元。 综合 | 招股书 公司公告 编辑 | Arti 本文仅为信息交流之用,不构成任何交易建议 大行科工是一家著名的折叠自行车公司。折叠自行车为一种小巧便携的自行车,其设有可折叠成较小尺寸的机能,便于收纳及携带。 公司的大行品牌由韩德玮博士于1982年创立。凭借逾40年的发展,大行品牌在技术实力、创新精神、匠心工艺、对卓越性能和产品质量的追求方面享负盛名。 根据灼识咨询的资料,按2024年零售量计,公司于中国内地折叠自行车行业占有显赫地位,市场份额达26.3%,按2024年零售额计,公司亦于中国内地折叠自行车行业处于领先地位,市场份额为36.5%。 大行科工以P8等畅销产品为基石,再加上新开发的车款,打造出一个全方位的自行车产品阵容,能够满足城市上班族、渴求冒险人士乃至竞赛骑手等不同","text":"大行科工(02543.HK)今日成功在港交所主板上市,中信建投国际为独家保荐人。 $大行科工(02543)$ 大行科工是中国内地最大的折叠自行车公司,按2024年折叠自行车零售量及零售额计均位居首位。大行品牌由韩德玮博士于1982年创立。历经40余载深耕,大行品牌在技术实力、创新精神、匠心工艺、对卓越性能和产品质量的追求方面享负盛名。 综合多家券商资料显示,大行科工孖展认购约2621.94亿港元。以大行科工公开发售起始集资额3920万港元计,超额认购逾6688倍,不仅取代今年1月超购5998.96倍的布鲁可 (00325) ,更超越了2018年4月上市、当时超购6288倍的毛记葵涌 (01716) ,成为新股史上的“超购王”。 大行科工本次香港IPO引入基石投资者包括安联环球投资亚太;大湾区基金管理;Harvest;及维科香港。 今日开盘,大行科工涨36.36%,报67.50港元/股,市值21.38亿港元。 综合 | 招股书 公司公告 编辑 | Arti 本文仅为信息交流之用,不构成任何交易建议 大行科工是一家著名的折叠自行车公司。折叠自行车为一种小巧便携的自行车,其设有可折叠成较小尺寸的机能,便于收纳及携带。 公司的大行品牌由韩德玮博士于1982年创立。凭借逾40年的发展,大行品牌在技术实力、创新精神、匠心工艺、对卓越性能和产品质量的追求方面享负盛名。 根据灼识咨询的资料,按2024年零售量计,公司于中国内地折叠自行车行业占有显赫地位,市场份额达26.3%,按2024年零售额计,公司亦于中国内地折叠自行车行业处于领先地位,市场份额为36.5%。 大行科工以P8等畅销产品为基石,再加上新开发的车款,打造出一个全方位的自行车产品阵容,能够满足城市上班族、渴求冒险人士乃至竞赛骑手等不同","images":[{"img":"https://static.tigerbbs.com/be489a2533195efc9c6e8296b12b15c8","width":"930","height":"522"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/476748972658760","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},{"id":476707492438456,"gmtCreate":1757390210149,"gmtModify":1757390212123,"author":{"id":"3560723454545521","authorId":"3560723454545521","name":"JachinWind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560723454545521","authorIdStr":"3560723454545521"},"themes":[],"htmlText":"不如直接买美股","listText":"不如直接买美股","text":"不如直接买美股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476707492438456","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476701325677232,"gmtCreate":1757388903570,"gmtModify":1757388905138,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3459462368857793","authorIdStr":"3459462368857793"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> 先简单说说禾赛这家公司。它成立于2014年,主攻三维激光雷达解决方案,在全球市场份额稳居前列。简单点讲,就是给自动驾驶和机器人提供“眼睛”的高科技企业。2022到2024年,营收从12亿人民币飙到20.8亿,复合增长率超30%。更亮眼的是,亏损在逐步缩水,2024年甚至实现了调整后盈利,2025年一季度收入同比猛增46%。收入增长:2022-2024年收入从12.03亿元增至20.77亿元,复合年增速超30%;2025年上半年营收12.3亿元,同比增50.6%。盈利转折:2025年上半年首次实现净利润2653万元,毛利率从35.2%回升至42%,规模效应显现。业务结构:ADAS占收入62.7%,机器人占34.1%,形成“双引擎”降低单一市场风险。机器人业务尤其爆发,2025年Q2交付量同比暴涨743.6%。行业层面,中国厂商主导全球市场——禾赛与速腾聚创各占29%份额,图达通占21%,三者合计79%。成长性看,ADAS渗透率预计从2025年的15%跃升至30%,机器人用激光雷达增速超600%,成为第二增长曲线。这数据看着挺稳的,说明业务在加速落地,尤其在ADAS(高级驾驶辅助系统)和机器人领域。但话说回来,高科技股总有不确定性,得看市场环境。IPO基本信息:入场门槛与发行机制禾赛此次港股上市采用“双重主要上市”模式,需同时满足两地监管要求,流程比简单二次上市更复杂。优点是未来可能纳入港股通,方便内地投资者交易。关键参数如下:发行价上限:228港元/股,入场费4","listText":"港股打新市场的热闹,也吸引了美股中概股的二次上市回港。 <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> 这家激光雷达领域的头部玩家,正准备在港股搞二次上市 <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> 先简单说说禾赛这家公司。它成立于2014年,主攻三维激光雷达解决方案,在全球市场份额稳居前列。简单点讲,就是给自动驾驶和机器人提供“眼睛”的高科技企业。2022到2024年,营收从12亿人民币飙到20.8亿,复合增长率超30%。更亮眼的是,亏损在逐步缩水,2024年甚至实现了调整后盈利,2025年一季度收入同比猛增46%。收入增长:2022-2024年收入从12.03亿元增至20.77亿元,复合年增速超30%;2025年上半年营收12.3亿元,同比增50.6%。盈利转折:2025年上半年首次实现净利润2653万元,毛利率从35.2%回升至42%,规模效应显现。业务结构:ADAS占收入62.7%,机器人占34.1%,形成“双引擎”降低单一市场风险。机器人业务尤其爆发,2025年Q2交付量同比暴涨743.6%。行业层面,中国厂商主导全球市场——禾赛与速腾聚创各占29%份额,图达通占21%,三者合计79%。成长性看,ADAS渗透率预计从2025年的15%跃升至30%,机器人用激光雷达增速超600%,成为第二增长曲线。这数据看着挺稳的,说明业务在加速落地,尤其在ADAS(高级驾驶辅助系统)和机器人领域。但话说回来,高科技股总有不确定性,得看市场环境。IPO基本信息:入场门槛与发行机制禾赛此次港股上市采用“双重主要上市”模式,需同时满足两地监管要求,流程比简单二次上市更复杂。优点是未来可能纳入港股通,方便内地投资者交易。关键参数如下:发行价上限:228港元/股,入场费4","text":"港股打新市场的热闹,也吸引了美股中概股的二次上市回港。 $禾赛(HSAI)$ 这家激光雷达领域的头部玩家,正准备在港股搞二次上市 $禾赛-W(02525)$ 先简单说说禾赛这家公司。它成立于2014年,主攻三维激光雷达解决方案,在全球市场份额稳居前列。简单点讲,就是给自动驾驶和机器人提供“眼睛”的高科技企业。2022到2024年,营收从12亿人民币飙到20.8亿,复合增长率超30%。更亮眼的是,亏损在逐步缩水,2024年甚至实现了调整后盈利,2025年一季度收入同比猛增46%。收入增长:2022-2024年收入从12.03亿元增至20.77亿元,复合年增速超30%;2025年上半年营收12.3亿元,同比增50.6%。盈利转折:2025年上半年首次实现净利润2653万元,毛利率从35.2%回升至42%,规模效应显现。业务结构:ADAS占收入62.7%,机器人占34.1%,形成“双引擎”降低单一市场风险。机器人业务尤其爆发,2025年Q2交付量同比暴涨743.6%。行业层面,中国厂商主导全球市场——禾赛与速腾聚创各占29%份额,图达通占21%,三者合计79%。成长性看,ADAS渗透率预计从2025年的15%跃升至30%,机器人用激光雷达增速超600%,成为第二增长曲线。这数据看着挺稳的,说明业务在加速落地,尤其在ADAS(高级驾驶辅助系统)和机器人领域。但话说回来,高科技股总有不确定性,得看市场环境。IPO基本信息:入场门槛与发行机制禾赛此次港股上市采用“双重主要上市”模式,需同时满足两地监管要求,流程比简单二次上市更复杂。优点是未来可能纳入港股通,方便内地投资者交易。关键参数如下:发行价上限:228港元/股,入场费4","images":[{"img":"https://static.tigerbbs.com/586f95c6fda4bb96f0d85be4ef93e283","width":"1080","height":"921"},{"img":"https://static.tigerbbs.com/6faa2a1abadf80ba3b050dc05799f9a3","width":"801","height":"872"},{"img":"https://static.tigerbbs.com/10bc4ca917531ffaa449f48137810d52","width":"1014","height":"691"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":5,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/476711916429512","isVote":1,"tweetType":1,"viewCount":9392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":476699205161744,"gmtCreate":1757387984999,"gmtModify":1757387986898,"author":{"id":"4195299487874760","authorId":"4195299487874760","name":"花香满楼","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4195299487874760","authorIdStr":"4195299487874760"},"themes":[],"htmlText":"<a 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继续拿着,还能涨。空间有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476660869530152","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476649491042792,"gmtCreate":1757373287584,"gmtModify":1757373289148,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3459462368857793","authorIdStr":"3459462368857793"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$ </a> 高开低走,有机会就跑","listText":"<a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$ </a> 高开低走,有机会就跑","text":"$大行科工(02543)$ 高开低走,有机会就跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476649491042792","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476518087667808,"gmtCreate":1757341295492,"gmtModify":1757341297256,"author":{"id":"9000000000000229","authorId":"9000000000000229","name":"爱吃苹果的小李","avatar":"https://static.tigerbbs.com/0eb1ca619238a10298cbe1a12b942794","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000229","authorIdStr":"9000000000000229"},"themes":[],"htmlText":"看今天这走势,明天到100块稳了!继续拿住,手头也就100股[捂脸][捂脸] <a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$</a>","listText":"看今天这走势,明天到100块稳了!继续拿住,手头也就100股[捂脸][捂脸] <a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$</a>","text":"看今天这走势,明天到100块稳了!继续拿住,手头也就100股[捂脸][捂脸] $大行科工(02543)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476518087667808","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476517322166472,"gmtCreate":1757341165020,"gmtModify":1757341167460,"author":{"id":"9000000000000228","authorId":"9000000000000228","name":"重生之我是鲍威尔","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000228","authorIdStr":"9000000000000228"},"themes":[],"htmlText":"市场上没多少货了,明天肯定要暴涨,货都集中到少数人手里了。明天至少得150起步 <a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$</a>","listText":"市场上没多少货了,明天肯定要暴涨,货都集中到少数人手里了。明天至少得150起步 <a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$</a>","text":"市场上没多少货了,明天肯定要暴涨,货都集中到少数人手里了。明天至少得150起步 $大行科工(02543)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476517322166472","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476436300943464,"gmtCreate":1757321529792,"gmtModify":1757321531139,"author":{"id":"4195299487874760","authorId":"4195299487874760","name":"花香满楼","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4195299487874760","authorIdStr":"4195299487874760"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$ </a> 这明显是暗盘出货走势。有的,跑,要快。","listText":"<a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$ </a> 这明显是暗盘出货走势。有的,跑,要快。","text":"$大行科工(02543)$ 这明显是暗盘出货走势。有的,跑,要快。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476436300943464","isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476436101804168,"gmtCreate":1757320824324,"gmtModify":1757321013151,"author":{"id":"3502180041783979","authorId":"3502180041783979","name":"亮亮01","avatar":"https://static.tigerbbs.com/dc52348cee5b3630149ce95cb046e838","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502180041783979","authorIdStr":"3502180041783979"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$</a> 不会超过20%,10%能不能到,不确定","listText":"<a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$</a> 不会超过20%,10%能不能到,不确定","text":"$大行科工(02543)$ 不会超过20%,10%能不能到,不确定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476436101804168","isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476433329471680,"gmtCreate":1757320756170,"gmtModify":1757320758068,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000219","authorIdStr":"9000000000000219"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02543\">$大行科工(02543)$</a>大行科工的营收和净利润保持30%以上的增速,对应前瞻估值27倍不算贵,这也算是一只新消费概念股,看好","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02543\">$大行科工(02543)$</a>大行科工的营收和净利润保持30%以上的增速,对应前瞻估值27倍不算贵,这也算是一只新消费概念股,看好","text":"$大行科工(02543)$大行科工的营收和净利润保持30%以上的增速,对应前瞻估值27倍不算贵,这也算是一只新消费概念股,看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/476433329471680","isVote":1,"tweetType":1,"viewCount":1550,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554682570829186","authorId":"3554682570829186","name":"ray2020","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3554682570829186","authorIdStr":"3554682570829186"},"content":"自行车,一没有高科技,二又不是什么潮流玩具,明天上市涨幅不会太高","text":"自行车,一没有高科技,二又不是什么潮流玩具,明天上市涨幅不会太高","html":"自行车,一没有高科技,二又不是什么潮流玩具,明天上市涨幅不会太高"}],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":476748972658760,"gmtCreate":1757400336780,"gmtModify":1757401644323,"author":{"id":"3536793361837479","authorId":"3536793361837479","name":"独角兽早知道","avatar":"https://static.tigerbbs.com/a67aadbd802be60aa18564342140c851","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536793361837479","authorIdStr":"3536793361837479"},"themes":[],"title":"开盘涨超36%!港股“超购王”大行科工正式登陆港交所,中国内地最大的折叠自行车企业","htmlText":"大行科工(02543.HK)今日成功在港交所主板上市,中信建投国际为独家保荐人。 <a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$</a> 大行科工是中国内地最大的折叠自行车公司,按2024年折叠自行车零售量及零售额计均位居首位。大行品牌由韩德玮博士于1982年创立。历经40余载深耕,大行品牌在技术实力、创新精神、匠心工艺、对卓越性能和产品质量的追求方面享负盛名。 综合多家券商资料显示,大行科工孖展认购约2621.94亿港元。以大行科工公开发售起始集资额3920万港元计,超额认购逾6688倍,不仅取代今年1月超购5998.96倍的布鲁可 (00325) ,更超越了2018年4月上市、当时超购6288倍的毛记葵涌 (01716) ,成为新股史上的“超购王”。 大行科工本次香港IPO引入基石投资者包括安联环球投资亚太;大湾区基金管理;Harvest;及维科香港。 今日开盘,大行科工涨36.36%,报67.50港元/股,市值21.38亿港元。 综合 | 招股书 公司公告 编辑 | Arti 本文仅为信息交流之用,不构成任何交易建议 大行科工是一家著名的折叠自行车公司。折叠自行车为一种小巧便携的自行车,其设有可折叠成较小尺寸的机能,便于收纳及携带。 公司的大行品牌由韩德玮博士于1982年创立。凭借逾40年的发展,大行品牌在技术实力、创新精神、匠心工艺、对卓越性能和产品质量的追求方面享负盛名。 根据灼识咨询的资料,按2024年零售量计,公司于中国内地折叠自行车行业占有显赫地位,市场份额达26.3%,按2024年零售额计,公司亦于中国内地折叠自行车行业处于领先地位,市场份额为36.5%。 大行科工以P8等畅销产品为基石,再加上新开发的车款,打造出一个全方位的自行车产品阵容,能够满足城市上班族、渴求冒险人士乃至竞赛骑手等不同","listText":"大行科工(02543.HK)今日成功在港交所主板上市,中信建投国际为独家保荐人。 <a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$</a> 大行科工是中国内地最大的折叠自行车公司,按2024年折叠自行车零售量及零售额计均位居首位。大行品牌由韩德玮博士于1982年创立。历经40余载深耕,大行品牌在技术实力、创新精神、匠心工艺、对卓越性能和产品质量的追求方面享负盛名。 综合多家券商资料显示,大行科工孖展认购约2621.94亿港元。以大行科工公开发售起始集资额3920万港元计,超额认购逾6688倍,不仅取代今年1月超购5998.96倍的布鲁可 (00325) ,更超越了2018年4月上市、当时超购6288倍的毛记葵涌 (01716) ,成为新股史上的“超购王”。 大行科工本次香港IPO引入基石投资者包括安联环球投资亚太;大湾区基金管理;Harvest;及维科香港。 今日开盘,大行科工涨36.36%,报67.50港元/股,市值21.38亿港元。 综合 | 招股书 公司公告 编辑 | Arti 本文仅为信息交流之用,不构成任何交易建议 大行科工是一家著名的折叠自行车公司。折叠自行车为一种小巧便携的自行车,其设有可折叠成较小尺寸的机能,便于收纳及携带。 公司的大行品牌由韩德玮博士于1982年创立。凭借逾40年的发展,大行品牌在技术实力、创新精神、匠心工艺、对卓越性能和产品质量的追求方面享负盛名。 根据灼识咨询的资料,按2024年零售量计,公司于中国内地折叠自行车行业占有显赫地位,市场份额达26.3%,按2024年零售额计,公司亦于中国内地折叠自行车行业处于领先地位,市场份额为36.5%。 大行科工以P8等畅销产品为基石,再加上新开发的车款,打造出一个全方位的自行车产品阵容,能够满足城市上班族、渴求冒险人士乃至竞赛骑手等不同","text":"大行科工(02543.HK)今日成功在港交所主板上市,中信建投国际为独家保荐人。 $大行科工(02543)$ 大行科工是中国内地最大的折叠自行车公司,按2024年折叠自行车零售量及零售额计均位居首位。大行品牌由韩德玮博士于1982年创立。历经40余载深耕,大行品牌在技术实力、创新精神、匠心工艺、对卓越性能和产品质量的追求方面享负盛名。 综合多家券商资料显示,大行科工孖展认购约2621.94亿港元。以大行科工公开发售起始集资额3920万港元计,超额认购逾6688倍,不仅取代今年1月超购5998.96倍的布鲁可 (00325) ,更超越了2018年4月上市、当时超购6288倍的毛记葵涌 (01716) ,成为新股史上的“超购王”。 大行科工本次香港IPO引入基石投资者包括安联环球投资亚太;大湾区基金管理;Harvest;及维科香港。 今日开盘,大行科工涨36.36%,报67.50港元/股,市值21.38亿港元。 综合 | 招股书 公司公告 编辑 | Arti 本文仅为信息交流之用,不构成任何交易建议 大行科工是一家著名的折叠自行车公司。折叠自行车为一种小巧便携的自行车,其设有可折叠成较小尺寸的机能,便于收纳及携带。 公司的大行品牌由韩德玮博士于1982年创立。凭借逾40年的发展,大行品牌在技术实力、创新精神、匠心工艺、对卓越性能和产品质量的追求方面享负盛名。 根据灼识咨询的资料,按2024年零售量计,公司于中国内地折叠自行车行业占有显赫地位,市场份额达26.3%,按2024年零售额计,公司亦于中国内地折叠自行车行业处于领先地位,市场份额为36.5%。 大行科工以P8等畅销产品为基石,再加上新开发的车款,打造出一个全方位的自行车产品阵容,能够满足城市上班族、渴求冒险人士乃至竞赛骑手等不同","images":[{"img":"https://static.tigerbbs.com/be489a2533195efc9c6e8296b12b15c8","width":"930","height":"522"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/476748972658760","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},{"id":476711916429512,"gmtCreate":1757388673386,"gmtModify":1757388776647,"author":{"id":"279327367386116","authorId":"279327367386116","name":"小斯新报道","avatar":"https://static.tigerbbs.com/7ae5ca6ae332a96f7211e19a07d9c529","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"279327367386116","authorIdStr":"279327367386116"},"themes":[],"title":"禾赛科技二次上市,散户该不该冲?","htmlText":"港股打新市场的热闹,也吸引了美股中概股的二次上市回港。 <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> 这家激光雷达领域的头部玩家,正准备在港股搞二次上市 <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> 先简单说说禾赛这家公司。它成立于2014年,主攻三维激光雷达解决方案,在全球市场份额稳居前列。简单点讲,就是给自动驾驶和机器人提供“眼睛”的高科技企业。2022到2024年,营收从12亿人民币飙到20.8亿,复合增长率超30%。更亮眼的是,亏损在逐步缩水,2024年甚至实现了调整后盈利,2025年一季度收入同比猛增46%。收入增长:2022-2024年收入从12.03亿元增至20.77亿元,复合年增速超30%;2025年上半年营收12.3亿元,同比增50.6%。盈利转折:2025年上半年首次实现净利润2653万元,毛利率从35.2%回升至42%,规模效应显现。业务结构:ADAS占收入62.7%,机器人占34.1%,形成“双引擎”降低单一市场风险。机器人业务尤其爆发,2025年Q2交付量同比暴涨743.6%。行业层面,中国厂商主导全球市场——禾赛与速腾聚创各占29%份额,图达通占21%,三者合计79%。成长性看,ADAS渗透率预计从2025年的15%跃升至30%,机器人用激光雷达增速超600%,成为第二增长曲线。这数据看着挺稳的,说明业务在加速落地,尤其在ADAS(高级驾驶辅助系统)和机器人领域。但话说回来,高科技股总有不确定性,得看市场环境。IPO基本信息:入场门槛与发行机制禾赛此次港股上市采用“双重主要上市”模式,需同时满足两地监管要求,流程比简单二次上市更复杂。优点是未来可能纳入港股通,方便内地投资者交易。关键参数如下:发行价上限:228港元/股,入场费4","listText":"港股打新市场的热闹,也吸引了美股中概股的二次上市回港。 <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> 这家激光雷达领域的头部玩家,正准备在港股搞二次上市 <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> 先简单说说禾赛这家公司。它成立于2014年,主攻三维激光雷达解决方案,在全球市场份额稳居前列。简单点讲,就是给自动驾驶和机器人提供“眼睛”的高科技企业。2022到2024年,营收从12亿人民币飙到20.8亿,复合增长率超30%。更亮眼的是,亏损在逐步缩水,2024年甚至实现了调整后盈利,2025年一季度收入同比猛增46%。收入增长:2022-2024年收入从12.03亿元增至20.77亿元,复合年增速超30%;2025年上半年营收12.3亿元,同比增50.6%。盈利转折:2025年上半年首次实现净利润2653万元,毛利率从35.2%回升至42%,规模效应显现。业务结构:ADAS占收入62.7%,机器人占34.1%,形成“双引擎”降低单一市场风险。机器人业务尤其爆发,2025年Q2交付量同比暴涨743.6%。行业层面,中国厂商主导全球市场——禾赛与速腾聚创各占29%份额,图达通占21%,三者合计79%。成长性看,ADAS渗透率预计从2025年的15%跃升至30%,机器人用激光雷达增速超600%,成为第二增长曲线。这数据看着挺稳的,说明业务在加速落地,尤其在ADAS(高级驾驶辅助系统)和机器人领域。但话说回来,高科技股总有不确定性,得看市场环境。IPO基本信息:入场门槛与发行机制禾赛此次港股上市采用“双重主要上市”模式,需同时满足两地监管要求,流程比简单二次上市更复杂。优点是未来可能纳入港股通,方便内地投资者交易。关键参数如下:发行价上限:228港元/股,入场费4","text":"港股打新市场的热闹,也吸引了美股中概股的二次上市回港。 $禾赛(HSAI)$ 这家激光雷达领域的头部玩家,正准备在港股搞二次上市 $禾赛-W(02525)$ 先简单说说禾赛这家公司。它成立于2014年,主攻三维激光雷达解决方案,在全球市场份额稳居前列。简单点讲,就是给自动驾驶和机器人提供“眼睛”的高科技企业。2022到2024年,营收从12亿人民币飙到20.8亿,复合增长率超30%。更亮眼的是,亏损在逐步缩水,2024年甚至实现了调整后盈利,2025年一季度收入同比猛增46%。收入增长:2022-2024年收入从12.03亿元增至20.77亿元,复合年增速超30%;2025年上半年营收12.3亿元,同比增50.6%。盈利转折:2025年上半年首次实现净利润2653万元,毛利率从35.2%回升至42%,规模效应显现。业务结构:ADAS占收入62.7%,机器人占34.1%,形成“双引擎”降低单一市场风险。机器人业务尤其爆发,2025年Q2交付量同比暴涨743.6%。行业层面,中国厂商主导全球市场——禾赛与速腾聚创各占29%份额,图达通占21%,三者合计79%。成长性看,ADAS渗透率预计从2025年的15%跃升至30%,机器人用激光雷达增速超600%,成为第二增长曲线。这数据看着挺稳的,说明业务在加速落地,尤其在ADAS(高级驾驶辅助系统)和机器人领域。但话说回来,高科技股总有不确定性,得看市场环境。IPO基本信息:入场门槛与发行机制禾赛此次港股上市采用“双重主要上市”模式,需同时满足两地监管要求,流程比简单二次上市更复杂。优点是未来可能纳入港股通,方便内地投资者交易。关键参数如下:发行价上限:228港元/股,入场费4","images":[{"img":"https://static.tigerbbs.com/586f95c6fda4bb96f0d85be4ef93e283","width":"1080","height":"921"},{"img":"https://static.tigerbbs.com/6faa2a1abadf80ba3b050dc05799f9a3","width":"801","height":"872"},{"img":"https://static.tigerbbs.com/10bc4ca917531ffaa449f48137810d52","width":"1014","height":"691"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":5,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/476711916429512","isVote":1,"tweetType":1,"viewCount":9392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":476783689056480,"gmtCreate":1757424590266,"gmtModify":1757425255338,"author":{"id":"3576023797377188","authorId":"3576023797377188","name":"止观明岳","avatar":"https://static.tigerbbs.com/c8d366f1105450137d9315cea9d689c1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023797377188","authorIdStr":"3576023797377188"},"themes":[],"htmlText":"先跑为敬,跌了再来,不慌","listText":"先跑为敬,跌了再来,不慌","text":"先跑为敬,跌了再来,不慌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476783689056480","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476838790955104,"gmtCreate":1757419592193,"gmtModify":1757419594556,"author":{"id":"10000000000010487","authorId":"10000000000010487","name":"买股票的打铁匠","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010487","authorIdStr":"10000000000010487"},"themes":[],"htmlText":"这次货不多,但暗盘能卖,我开盘就出掉了。今天一看,涨幅只剩14.95%了。最近打新情绪挺高,暗盘开盘卖点应该没啥问题 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href=\"https://laohu8.com/S/02543\">$大行科工(02543)$</a>","listText":"这收益率挺高的,不用担心,长期来看是涨的。不过市盈率确实有点高。<a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$</a>","text":"这收益率挺高的,不用担心,长期来看是涨的。不过市盈率确实有点高。$大行科工(02543)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476840180068448","isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476773363512176,"gmtCreate":1757421916403,"gmtModify":1757421917710,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3459462368857793","authorIdStr":"3459462368857793"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$ </a> 跑吧,再慢点没利润了","listText":"<a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$ </a> 跑吧,再慢点没利润了","text":"$大行科工(02543)$ 跑吧,再慢点没利润了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476773363512176","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476741122470040,"gmtCreate":1757414309275,"gmtModify":1757422655661,"author":{"id":"4207445530649332","authorId":"4207445530649332","name":"alexhaha789","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207445530649332","authorIdStr":"4207445530649332"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$ </a> 今日股价走势对不起6000多倍融资倍数。","listText":"<a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$ </a> 今日股价走势对不起6000多倍融资倍数。","text":"$大行科工(02543)$ 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href=\"https://laohu8.com/S/02543\">$大行科工(02543)$</a>都在喊港股打新中签难,性价比低,但参与打新的人却越来越多,嘴上喊着不要,身体却很诚实。大行科工以6688倍超额认购刷新港股IPO历史纪录,成为新晋“超购王”","text":"$大行科工(02543)$都在喊港股打新中签难,性价比低,但参与打新的人却越来越多,嘴上喊着不要,身体却很诚实。大行科工以6688倍超额认购刷新港股IPO历史纪录,成为新晋“超购王”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476783905263712","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476783678414944,"gmtCreate":1757406136983,"gmtModify":1757406138731,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000219","authorIdStr":"9000000000000219"},"themes":[],"htmlText":"<a target=\"_blank\" 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跑,暗盘已经有过高开低走了","text":"$大行科工(02543)$ 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