In this batch, 2 new shares were issued, and 15 were registered on the science and innovation board and the gem
The CSRC issued 2 new shares in this batch (4 in the previous batch), and 15 were registered on the science and innovation board and gem (the last batch of 12), the registration speed has increased. The main board: Bank of Lanzhou, temus. The science and Innovation Board: Yahong medicine, Kelun electronics, Chunli medical, Juguang technology and Pingao software. The gem: Xinghui environmental materials, Jiayuan technology, oneI electronics, bidding shares, Yike food, Vico molding, Tianyuan environmental protection, Chaoda equipment, Deshi shares and Yayi technology. Among them, Juguang technology Technology is worth focusing on tracking.
Ju Guang technology is a leader in high-power semiconductor lasers. It started as a high-power semiconductor laser “generating photons” in 2007 and has the technical ability to “regulate photons” after acquiring limo in 2017; At the same time, combined with the ability to generate and control photons, the company has expanded the business field of lidar and optical system. In terms of semiconductor laser, the company successfully entered the supply chain of TSMC, the world’s largest semiconductor wafer foundry manufacturer, in 2020. In the future, with the first mover advantage in the industry and higher product performance than relevant overseas companies, the company’s orders for integrated modules in the fields of medicine and the United States are expected to continue to grow. In terms of laser optics, the company’s optical field homogenizer has entered the ASML supply chain and is expected to become a new growth point under the background of “lack of core” expansion. In terms of lidar, the company’s solid-state lidar launch module has made a breakthrough, won the shares of Huawei and became the supplier of velodyne and luminar, which are well-known lidar manufacturers in the industry. The products have entered the stage of mass production and delivery. In terms of optical system, the first prototype of solid-state laser annealing UV spot system developed by the company has been delivered in 2020, which is expected to break the global dominant position of coherent excimer laser annealing in this field over the past decade.
In this period, 13 will be held on the scientific innovation board and gem, and 3 on the main board
In this period, there were 13 meetings on the science and innovation board and gem, which was lower than that of 14 in the previous period, and the passing rate was 69.23%. There are 3 meetings on the main board, which are the same as those in the previous period, and the passing rate is 100%. After excluding financial stocks, the average fund-raising of the scientific innovation board and gem in this period was about 944 million yuan, higher than 628 million yuan in the previous period. The average fund-raising of the main board in this period is about 1.237 billion yuan, lower than 1.888 billion yuan in the previous period. In this period, 6 new shares were listed on the science and innovation board, with an average increase of 53.1% on the first day of listing, lower than 65.1% in the previous period. A total of 10 new shares were listed on the gem in this period, with an average increase of 81.9% on the first day of listing, lower than 196.8% in the previous period. In terms of the increase in the opening of new shares, there were 3 new shares on the main board in the current period, with an average opening increase of 141%.
Key tracking portfolio of open source small and medium cap new shares
Ligao Foods Co.Ltd(300973) (a leading enterprise in frozen and baked food, the industry is in a period of rapid growth and the concentration is still low), Xiangyumedicalco.Ltd(688626) (leading domestic rehabilitation medical devices, which can produce a full range of rehabilitation medical devices, and is expected to continue to benefit from the release of China’s health market demand and the trend of import substitution), Zhejiang Huakang Pharmaceutical Co.Ltd(605077) (xylitol production ranks first in China and second in the world. Functional sugar alcohols are low in calories and do not cause dental caries, and are expected to continuously replace sugar), Marssenger Kitchenware Co.Ltd(300894) (a leading enterprise in high-end integrated stoves, with broad industry penetration space), Pylon Technologies Co.Ltd(688063) (a leading global supplier of energy storage battery system, fully benefiting from the development of renewable energy industry), Shanghai Titan Scientific Co.Ltd(688133) (comprehensive scientific research service provider, rapid expansion of platform), Shanghai Aladdin Biochemical Technology Co.Ltd(688179) (high-end scientific research reagent R & D provider, with broad domestic substitution space).
Risk tips: macroeconomic risks and changes in IPO system.
