The latest issue of chip concentrated stocks has increased by more than 10% since November 30.
On the evening of December 14, the latest photovoltaic Bull Stock Suzhou Maxwell Technologies Co.Ltd(300751) with a total market value of 75.772 billion yuan disclosed a new round of fixed increase. It was determined that the issue price was 645 yuan / share, the number of shares issued was about 4.359 million, and the total fund-raising was about 2.812 billion yuan; 14 individuals and institutions stand out from 166 competitors and become the final distribution object, with a lock-in period of 6 months.
Suzhou Maxwell Technologies Co.Ltd(300751) just completed the last round of fixed increase in January this year. Zhou Jian and Wang zhenggen, the two common controllers of Suzhou Maxwell Technologies Co.Ltd(300751) , took charge of the fixed increase. In less than a year, the book floating profit has reached 10 times. Although the fixed increase price is as high as 645 yuan / share, it still attracts foreign giants, mysterious niusan and other well-known institutions to compete for chips. According to the placement results, among the 14 individuals and institutions allocated, in addition to one natural person, there are three international well-known investment institutions including Macquarie Bank, UBS and Goldman Sachs in Australia, as well as Chinese well-known investment institutions such as ICBC Credit Suisse, Boshi fund, Taikang asset management and Ruiyuan fund, as well as listed companies Ming Yang Smart Energy Group Limited(601615) . Among them, ICBC Credit Suisse Fund Management Co., Ltd. was allocated 950 million yuan and Ming Yang Smart Energy Group Limited(601615) was allocated nearly 100 million yuan. As of December 14, Suzhou Maxwell Technologies Co.Ltd(300751) closed at 733.04 yuan, the fourth highest priced stock in Shanghai and Shenzhen. The book floating profit ratio of 14 allocated institutions has reached 13.65%.
The funds raised by the company are mainly used for the industrialization project of heterojunction Cecep Solar Energy Co.Ltd(000591) battery chip equipment, with a construction period of 3 years. After the project is completed, it can achieve an annual output of 40 sets of PECVD, PVD and automation equipment.
As early as July this year, Suzhou Maxwell Technologies Co.Ltd(300751) announced that it planned to raise additional funds and code heterojunction Cecep Solar Energy Co.Ltd(000591) battery (hjt) equipment. After being put into operation, the company will have the ability to provide 40 heterojunction Cecep Solar Energy Co.Ltd(000591) battery chip whole line equipment every year, and it is expected to realize sales revenue of 6 billion yuan per year after reaching the production capacity. As one of the few equipment suppliers in China that have the ability to provide hjt battery whole line production solutions, in the case of winning multiple projects, the company must build a new manufacturing base to expand production capacity and ensure that it can deliver products to downstream customers efficiently and stably in the future. Recently, Suzhou Maxwell Technologies Co.Ltd(300751) successively won several hjt battery production equipment projects.
On December 1, Suzhou Maxwell Technologies Co.Ltd(300751) announced that the company signed an order for the whole line of 400MW heterojunction battery equipment with rec group. The company will supply hjt battery core production equipment such as PECVD, PVD and screen printing for rec’s 400MW heterojunction battery production line in Singapore. The production line will adopt 210mm half chip technology with a design capacity of about 11200 half chips / hour.
This fixed increase also fully shows that industrial funds are optimistic about the direction of hjt.
10 chips concentrated significantly
According to the statistics of securities times · data treasure, excluding the new shares listed since the second half of this year, compared with the previous period (November 30), 158 shares decreased in the number of shareholders, Guangdong Kinlong Hardware Products Co.Ltd(002791) , Nanjing Hanrui Cobalt Co.Ltd(300618) , Ningbo Hengshuai Co.Ltd(300969) and other 10 shares decreased by more than 10%.
The largest decrease in the number of shareholders was Guangdong Kinlong Hardware Products Co.Ltd(002791) . As of December 10, the latest number of shareholders was 14000, down 26.06% from November 30. Recently, Guangdong Kinlong Hardware Products Co.Ltd(002791) was surveyed by 45 organizations. During the survey, the company said that the company has been expanding production capacity on demand through continuous plant construction. At present, the construction of five plants in the first phase of the “Tangxia Guangdong Kinlong Hardware Products Co.Ltd(002791) capital increase and production expansion project” has been completed and put into operation, and the five plants in the second phase have also entered the closing stage, which is mainly used to expand the existing product line; The capital construction of phase I of ” Guangdong Kinlong Hardware Products Co.Ltd(002791) North China production base” has been completed, the planned North China central warehouse has been officially put into operation, and the production base of phase II is under orderly construction.
According to the statistics of databao, since November 30, the share price of the latest chip concentrated stocks has increased by more than 10%. The top gainers of are West Shanghai Automotive Service Co.Ltd(605151) , Shenzhen Zhilai Sci And Tech Co.Ltd(300771) , Suzhou Hengmingda Electronic Technology Co.Ltd(002947) , Luxshare Precision Industry Co.Ltd(002475) . The share price of West Shanghai Automotive Service Co.Ltd(605151) ranks first, with a cumulative increase of 26.01%.
Extending the time interval forward, it can be found that the number of shareholders with 44 shares has decreased for more than 3 consecutive periods recently, and the number of shareholders has decreased for 23 consecutive periods at most.
Among the stocks with a continuous decline in the number of shareholders, Shanghai Urban Architecture Design Co.Ltd(300983) , China Southern Power Grid Energy Efficiency&Clean Energy Co.Ltd(003035) etc. have a long continuous decline. Among them, Shanghai Urban Architecture Design Co.Ltd(300983) has the latest number of shareholders of 22400, which has been reduced for 23 consecutive periods, with a cumulative decline of 43.98%, China Southern Power Grid Energy Efficiency&Clean Energy Co.Ltd(003035) has decreased for 9 consecutive periods, with the latest number of shareholders of 199000, with a cumulative decline of 13.56%. There are Yixintang Pharmaceutical Group Co.Ltd(002727) , Ningbo Boway Alloy Material Co.Ltd(601137) , Shenzhen Jiang&Associates Creative Design Co.Ltd(300668) etc.
From the recent reduction of 44 shares for three consecutive periods, Suzhou Tfc Optical Communication Co.Ltd(300394) has the largest decline in the number of shareholders. The latest number of shareholders of the company is 16600, a decrease of 7900 compared with that before the third period (November 10), a decrease of 32.33%. The number of shareholders of Zhejiang Truelove Vogue Co.Ltd(003041) , Shenzhen Desay Battery Technology Co.Ltd(000049) , Ningbo Hengshuai Co.Ltd(300969) , Tianqi Lithium Corporation(002466) decreased by more than 25%.
In terms of market performance, among the 44 shares with three consecutive periods of decline in the number of shareholders, the share price increased by 36 and decreased by 8. The cumulative increases were West Shanghai Automotive Service Co.Ltd(605151) , Suzhou Tfc Optical Communication Co.Ltd(300394) , Shenzhen Desay Battery Technology Co.Ltd(000049) , Zhejiang Truelove Vogue Co.Ltd(003041) , Shenzhen Jiang&Associates Creative Design Co.Ltd(300668) , up 34.18%, 21.75%, 18.02%, 14.45% and 14.09% respectively.
From the perspective of institutional trends, among the declining number of shareholders, 10 have been investigated by institutions in recent months, and Huali Industrial Group Company Limited(300979) , China Southern Power Grid Energy Efficiency&Clean Energy Co.Ltd(003035) have been investigated more frequently. From the perspective of the number of institutional researchers, institutions are more clustered, including Huali Industrial Group Company Limited(300979) , Suzhou Tfc Optical Communication Co.Ltd(300394) , Yixintang Pharmaceutical Group Co.Ltd(002727) , with 355, 104 and 55 institutions participating in the investigation respectively.
(data treasure)
