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彩虹新能源港股回A!擬創業板上市籌資20億元
格隆匯 08-10 11:22

近日,彩虹新能源發佈公吿稱,公司擬申請首次公開發行A股並於深交所創業板上市,配發及發行不超過5,878.00萬股每股面值人民幣1.00元的A股股票。建議A股發行擬募集資金總額不超過人民幣20億元,於扣除發行費用後,將全部用於與公司主營業務相關的超薄高透光伏玻璃項目發展所需的項目建設及運營資金並補充流動資金。

圖片來源:官方公吿

彩虹新能源主要從事太陽能光伏產業及新材料產業,其太陽能光伏業務包括太陽能光伏玻璃、太陽能光伏組件及太陽能電站。

值得注意的是,8月10日港股光伏板塊下跌明顯,截止目前,彩虹新能源股價34.70港元,跌幅4.41%%,最新總市值為61.18億港元。

回顧2020年,彩虹新能源業績表現較為積極,實現營業收入約25.19億元,同比增長12.18%;歸屬母公司股東的淨利潤約2.2億元,同比增長135.84%。

報吿期內,基於光伏行業景氣度不斷衝高,其中,在薄型化產品開發及量產方面取得突破性進展,助力盈利能力的增長。

同時,今年7月,彩虹新能源旗下的彩虹(合肥)光伏超薄高透光玻璃項目窯爐順利點火,彩虹(合肥)光伏超薄高透光電玻璃項目新增投資額約為人民幣5.5億元,項目達產後年產光伏玻璃約為3,860萬平方米。

基於光伏發電“十四五”發展積極,太陽能玻璃需求進一步釋放,利於公司把握機遇以提高產能,進一步穩固規模效應及成本優勢,截至2020年底,彩虹新能源的光伏玻璃製造產能為2400噸/日,產能處於快速擴張階段。

在“碳中和、碳達峯”等政策的利好釋放下,全國風電、光伏發電量佔全社會用電量的比重有望進一步提升,長期來看,光伏板塊的高景氣度得到了有效支撐。

本次若能成功在A股上市,流動性溢價或受到市場矚目。同時,也利於公司乘着光伏的景氣東風,穩固其市場地位。

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