异动解读 | 思格新能首日上市盘中大涨近80%,超额认购超千倍及储能赛道高景气度推动

异动解读
Apr 16

思格新能今日盘中大涨79.67%,引起了市场的广泛关注。

消息面上,此次股价大幅上涨主要源于公司作为全球领先的分布式储能系统解决方案提供商首次公开募股,获得了市场的热烈追捧。香港公开发售部分获得了惊人的1102.05倍超额认购,国际发售部分也获得了31.2倍认购,反映出投资者对公司前景的强烈信心。此外,在前一交易日的暗盘交易中,公司股价已大幅上涨,为上市首日的强势表现奠定了基础。

公司的基本面是支撑其高估值的关键。财务数据显示,其收入从2023年的人民币5830万元迅猛增长至2025年的人民币90.01亿元,并于2025年实现净利润约29.19亿元,展现出极强的成长性。同时,储能赛道目前备受市场瞩目,AI算力激增带来的能源需求以及储能经济性的提升,正为整个行业打开新的增长空间,进一步提升了市场对思格新能这类龙头公司的估值预期。

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