The opening of the market in the year of the tiger is imminent, and the “battle” of private placement in the new year is about to begin.
In fact, before the Spring Festival, many private placement companies have been nonstop participating in the research of listed companies, making preparations for the layout of the new year in advance.
According to wind data, in January 2022, as many as 14 10 billion private placement companies participated in the research of listed companies, with a total of no less than 20 times, and a total of 399 times.
Specifically, Gaoyi assets topped the list with up to 43 “research achievements”. The company participated in the research in January, covering up to 40 stocks; Tongyuan investment and Jinglin assets went hand in hand. They were investigated 33 times in January, covering 29 and 32 stocks respectively; Xitai investment, Danshui spring investment and Panjing investment followed closely. They investigated 32 times in the same month, covering 31 stocks, 31 stocks and 29 stocks respectively.
From the situation of the top three stocks with the highest attention of the 14 10 billion private placement companies included in the statistical scope, a total of 28 stocks were “selected”. Taking the shenwanyi industry classification as a reference, these 28 stocks are widely distributed in 14 different industries, of which the number of stocks concerned in only four industries such as pharmaceuticals, computers, mechanical equipment and electronics is no less than 3.
Table: the top three stocks of 14 10 billion private placement companies with more than 20 investigations in January
Data source: compiled by wind and interface news research department
It is worth noting that although the 14 10 billion private placements have their own love in general, there have also been “crashes” in the research of many 10 billion private placements.
A typical example is Kelun Electronics (688206. SH). According to the data, in January, eight 10 billion private placements including Gaoyi asset, Jinglin asset, Xitai investment, Danshui spring investment, Yude investment, Hongcheng investment, China Europe Ruibo investment and Yingfeng capital jointly participated in the research of the stock.
Galen electronics mainly provides customers with EDA products and solutions that have been widely verified and used by the world’s leading integrated circuit design and manufacturing enterprises for a long time. Its main customers include TSMC, Samsung Electronics, SK Hynix, micron technology, liandian, Semiconductor Manufacturing International Corporation(688981) and other world leading integrated circuit enterprises.
In the survey, Galen electronics expects the company’s operating revenue to be 180-200 million yuan in 2021, with a year-on-year increase of 31% to 45%, mainly due to the company’s downstream wafer factory customer capacity expansion and strong demand, and the company continues to obtain software and hardware orders; It is estimated that the net profit attributable to the shareholders of the parent company in 2021 will be 22-26 million yuan, and the net profit attributable to the shareholders of the parent company after deducting non recurring profits and losses will be 20-24 million yuan. Galen electronics also said that it is expected to continue to increase R & D investment in the future.
In terms of share price, after listing on December 28, 2021, the share price performance of Galen electronics is not optimistic. As of January 28, its latest closing price is 28.97 yuan / share, which has fallen to near its issuance price of 28.28 yuan / share.
In addition to Galen electronics, Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) (002050. SZ) also won the common favor of a number of 10 billion private placements such as Jinglin assets, Danshui spring investment, Hongcheng investment and Kaifeng investment in January.
Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) is the world’s largest manufacturer of refrigeration control components and the world’s leading manufacturer of automotive air conditioning and thermal management system control components. After the historical highest price of 27.9 yuan / share was brushed at the beginning of 2021, Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) began to fall significantly. As of January 28 this year, its latest closing price was 19.11 yuan / share, down 31.51% from the previous high.
In addition, Yusys Technologies Co.Ltd(300674) (300674. SZ) was also successfully shortlisted in the top three stocks of 10 billion private placement in January, including Gaoyi assets, Tongyuan investment and Panjing investment. Guang Dong Fenghua Advanced Technology (Holding) Co.Ltd(000636) (000636. SZ) and Yongxing Special Materials Technology Co.Ltd(002756) (002756. SZ) also attracted more than one 10 billion private placement to participate in the research in January.
However, participating in the research does not mean that they will definitely buy. It is still unknown how the follow-up stock prices of these individual stocks “targeted” by 10 billion private placement will perform.
