#330. 一不留神，上市了：盘一盘「海菲曼登陆北交所」

2026年3月4日，昆山海菲曼科技集团股份有限公司（证券代码：920183）在北交所上市。昆山海菲曼科技集团股份有限公司本次公开发行股票1,052.70万股，发行后总股本4,895.20万股，发行价格19.71元/股，新股募集资金总额2.07亿元。今天，我们找来了一级市场老司机和二级市场老油条，一起聊聊HiFiMan 上市这件事。如果你喜欢「声波飞行员」，别忘了在「爱发电」平台为我们打赏，增加它继续飞行下去的动力，谢谢。时间轴： [00:00:03] BGM#1. Dire Straits - Money for Nothing [00:02:06] 节目开始，嘉宾介绍； [00:04:16] 新闻一则：Barco 收购VerVent Audio Holding，Focal 与Naim 易主；今日主题：HiFiMan 3月4日在北交所上市； [00:08:20] 金融人士的总体看法；上市需要哪些操作；「科技元素」为何成为X因素；证券市场的监管机构； [00:23:22] 老司机带你看懂HiFiMan 财报 Part 1：毛利率；线上线下销售比例； [00:33:38] 老司机带你看懂HiFiMan 财报 Part 2：北交所的问询：用户画像；产销率；存货周转率；营销费用； [00:50:17] 老司机带你看懂HiFiMan 财报 Part 3：IRS 来敲竹杠；内控部分与走马灯的「董监高」；研发费用资本化； [01:08:37] 从一级市场和二级市场的角度，看看HiFiMan 的优势与隐忧；继续高端路线还是深耕消费电子；DAC 研发的方向； [01:15:44] BGM#2. Urge Overkill - Girl, You'll Be a Woman Soon [01:17:28] 可爱的「北交所」； [01:21:11] 上市之后，HiFiMan 会发生什么变化；干到上市真的是一件好事吗； [01:28:19] 给小白推荐点金融类的书籍和影视作品；股疯 (1994) 李国立华尔街之狼 The Wolf of Wall Street (2013) by Martin Scorsese穷查理宝典 by Charlie T. Munger大空头 The Big Short (2015) by Adam McKay傻钱 Dumb Money (2023) by Craig Gillespie [01:39:00] BGM#3. New Order - Temptation [01:40:29] 结束语；对HiFiMan 的期冀与祝福；这还不是末法时代。参与录音： Lox 头发怪 Whairdo 孟获在小宇宙查看该单集文稿

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#330. 一不留神，上市了：盘一盘「海菲曼登陆北交所」

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