Hit new revenue recovery! Intensive subscription of semiconductor subdivision leader next week

This week’s IPO market is exciting. According to choice data, the average increase of 13 new shares on the first day of listing this week was 67.17%, of which 4 new shares rose by more than 100%.

From the single sign profit, the single sign profit of 6 new shares exceeded 10000 yuan. Among them, the signing of the “most expensive new share” Wo Mai Co., Ltd. can earn 83000 yuan, the single signing of Ju Guang technology can earn 57100 yuan, and the single signing of Yayi technology, Chaoda equipment, Baicheng medicine and Kaiwang technology can earn more than 10000 yuan.

According to the current arrangement, seven new shares can be purchased next week, and three have been priced. Among them, Tianyue advanced, to be purchased on Friday, is a leading manufacturer of wide band gap semiconductor (third generation semiconductor) substrate materials in China; Chuangyao technology is a professional integrated circuit design enterprise, which belongs to the subdivision field of chip design.

According to the prospectus, Tianyue advanced achieved a revenue of 425 million yuan in 2020, an increase of 58.2%, with a silicon carbide substrate capacity of 48100 pieces / year, an increase of 140.5%. In 2020, the company’s global market share of semi insulating substrates has reached 30%, which is expected to catch up with international giants.

review: none of the new shares broke this week

This week (December 20-24), the performance of 13 new shares after listing is as follows:

Source: choice terminal data

from the issue price, the issue price of eight new shares was less than 30 yuan, of which Nanwang technology and Chaoda equipment rose more than 100% on the first day of listing.

in terms of the initial P / E ratio, the corresponding static PE of Juguang technology, Hemai shares and Baicheng medicine reached 362.33 times, 225.94 times and 156.93 times, but they still increased by 145.14%, 29.98% and 26.98% respectively on the first day of listing.

In terms of performance change trend, Hemai shares is expected to have a net profit of 180 million yuan to 210 million yuan in 2021, an increase of about 73% to 102% over the previous year; Juguang technology expects the net profit to be 60 million yuan to 70 million yuan in 2021, an increase of 72.07% to 100.75% over the previous year.

Outlook: list of fundamentals of new shares next week

According to the current arrangement, if there is no change, there will be 7 new shares available for subscription in the next week (December 27-31), including 3 on the science and innovation board, 3 on the gem and 1 on the Shenzhen main board.

The details of each new share are as follows:

Monday

3D world

The company is a software development service provider focusing on the field of inspection and testing informatization and data asset management. It is committed to providing customers with overall informatization solutions and related software products and services.

Corresponding PE * adopts the caliber of “diluted P / E ratio before and after deducting non recurring profits and losses in 2020, whichever is lower”, the same below

Comparable PE * adopts “static non front” caliber, the same below

The net profit of 3D Tiandi is expected to be 53.5 million yuan to 60 million yuan in 2021, an increase of 1.82% to 14.19% over the previous year.

Yahong medicine

The issuer is a global innovative drug company focusing on the field of urogenital tumors and other major diseases. At present, the company’s core products are under research, and the main product pipeline has 9 products and 12 projects under research.

Yahong pharmaceutical expects a net loss of 201 million yuan to 242 million yuan in 2021. According to the prospectus, the issuer is an innovative drug R & D enterprise and has not yet made a profit.

Wednesday

bidding shares

Focusing on engineering consulting business for decades, the company is a comprehensive engineering consulting service provider specializing in engineering supervision, test and detection, bidding services, surveying and mapping and geographic information services, survey and design and other technical services.

It is estimated that the net profit of bidding shares will be 75 million yuan to 91 million yuan in 2021, a decrease of 9.88% to an increase of 9.34% over the previous year.

tamus

The company’s main business is the R & D, production and sales of knitted fabrics and knitted clothing, and mainly provides OEM processing services for decathlon, Zhejiang Semir Garment Co.Ltd(002563) , kappa, Giordano, cotton era and other well-known clothing brands.

Temus expects the net profit in 2021 to be 96 million yuan to 106 million yuan, an increase of 17.06% to 29.25% over the previous year.

Thursday

Weike technology

The company is mainly engaged in the R & D, design, manufacturing and sales of precision injection molds, forming a product line composed of precision injection molds, injection molded parts and health products dominated by air purifiers, which can provide diversified and one-stop products and services for customers in industries such as electronics, automobile, home, health appliances and so on.

Weike technology expects the net profit in 2021 to be RMB 191 million to RMB 218 million, an increase of 18.93% to 35.69% over the previous year.

Friday

chuangyao technology

The company is a professional integrated circuit design enterprise, mainly focusing on the R & D, design and sales of communication core chips, and providing application solutions and technical support services.

Chuangyao technology expects the net profit in 2021 to be 73.5 million yuan to 83 million yuan, an increase of 8.24% to 22.24% over the previous year.

Tianyue advanced

The company is a leading manufacturer of wide band gap semiconductor (third generation semiconductor) substrate materials in China. It is mainly engaged in the R & D, production and sales of silicon carbide substrates. Its products can be widely used in microwave electronics, power electronics and other fields.

Tianyue advanced expects a net profit of 65 million yuan to 105 million yuan in 2021.

(Shanghai Securities News)

 

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