11月28日，海伟股份首日盘中跌超15%，截至发稿，成交额1.36亿港元。
根据灼识咨询资料，以2024年电容器基膜销量计，海伟股份是中国第二大的电容器薄膜制造商，其电容器薄膜产品主要包括电容器基膜及金属化膜，薄膜电容器的关键组成部分。薄膜电容器的终端应用场景广泛，包括新能源汽车，新能源电力系统，工业设备及家用电器。按电容器基膜的收入计，于中国的市场份额为10.9%。
海伟电子是唯一拥有电容器基膜生产线自主设计及开发能力的企业，现有五条生产线均为自主设计组装。公司自主设计生产线交付期仅约8个月，显著低于行业进口产线3-5年的平均周期；单条产线投资成本约1.2亿元，远低于国内行业平均水平。依托这一优势，公司可灵活调整生产线参数，提供厚度覆盖2.7微米至13.8微米的多规格产品，满足不同终端应用场景需求。
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