By the end of the year, institutional research remained hot. As of press time, 143 A-share companies received research and disclosed investor relations Records last week (December 20-24), which was basically the same as the previous week.
Last week, “ningwang” Contemporary Amperex Technology Co.Limited(300750) fell more than 11% and became the focus of the market. In addition to the setback of new energy leading stocks, the concept plates of new energy vehicles such as lithium extraction from Salt Lake, lithium mine and lithium battery anode and cathode also led the decline. However, last week, the most popular stocks were small partners in the Contemporary Amperex Technology Co.Limited(300750) industrial chain, and its lithium battery copper foil supplier Guangdong Jiayuan Technology Co.Ltd(688388) became the largest number of stocks in the reception institutions. In addition, Jiangsu Gian Technology Co.Ltd(300709) , Lizhong Sitong Light Alloys Group Co.Ltd(300428) and other companies have also been investigated by more than 100 institutions.
On December 20, Guangdong Jiayuan Technology Co.Ltd(688388) fell nearly 5%. After trading that day, a total of 255 institutions including Ruiyuan fund, Shanghai Investment Morgan, Gaoyi assets and shangya investment investigated the company. There are many well-known fund managers, such as Harvest Fund Yao Zhipeng. The reporter noted that harvest new energy and new materials fund managed by Yao Zhipeng was among the top ten new shareholders in the third quarter of this year.
In the secondary market, Guangdong Jiayuan Technology Co.Ltd(688388) still fell nearly 13% last week after being investigated by institutions. The annual increase of the stock is about 36%, the current price is 119.50 yuan / share, and the market value is about 28 billion yuan.
Guangdong Jiayuan Technology Co.Ltd(688388) mainly engaged in the R & D, production and sales of all kinds of high-performance electrolytic copper foil. The product is mainly used for the negative collector of lithium-ion battery. It is an important basic material in the lithium-ion battery industry. At the same time, the company produces a small amount of standard copper foil products for PCB.
In the latest research, the organization mainly focuses on the capacity of new expansion projects and the follow-up planning of cooperation projects with Contemporary Amperex Technology Co.Limited(300750) . It is reported that Guangdong Jiayuan Technology Co.Ltd(688388) is located in the first production line of the 15000 T / a high-performance copper foil project in Baidu Town, Meixian District, Guangdong Province. It is planned to start gradually putting into operation at the end of this month, Guangdong Jiayuan Technology Co.Ltd(688388) park will add a 16000 T / a high-performance copper foil project, and Guangdong Jiayuan Technology Co.Ltd(688388) (Ningde) Co., Ltd. will gradually put into operation in the second half of next year, At the same time, we will steadily promote the construction of the 20000 ton electrolytic copper foil project of Jiangxi Guangdong Jiayuan Technology Co.Ltd(688388) Co., Ltd. and the 30000 ton high-precision ultra-thin electronic copper foil project (phase II project) of Shandong Jiayuan new energy materials Co., Ltd., so as to strive for the early completion and operation of the production expansion project.
In addition, Guangdong Jiayuan Technology Co.Ltd(688388) responded to the progress of cooperation with Contemporary Amperex Technology Co.Limited(300750) in the survey. Previously, on December 8, Guangdong Jiayuan Technology Co.Ltd(688388) announced that it had signed a memorandum of intent on joint venture investment with Contemporary Amperex Technology Co.Limited(300750) . The two sides planned to jointly establish a joint venture to plan and build a high-performance copper foil project with an annual output of 100000 tons. The company said that at present, according to the consensus reached in the memorandum, the two sides are working hard to promote relevant matters and strive for the early implementation of the project.
It is worth mentioning that the market has previously discussed whether pet copper foil composites will replace traditional copper foil. For the view of PET composites, Guangdong Jiayuan Technology Co.Ltd(688388) said that as one of the R & D directions of the industry, PET composites are still in the stage of experimental research and small-scale verification according to the analysis of the information and data, and have a limited impact on the demand for copper foil. The company will closely follow the application needs of downstream customers and the development trend of industry technology, and carry out product R & D and technical reserves.
In terms of the industry, with regard to the changing trend of the product demand of downstream customers, Guangdong Jiayuan Technology Co.Ltd(688388) believes that, on the whole, the demand of downstream customers for the company’s copper foil products continues to develop towards thinness and high-end. The company said that it will continue to update technology and product iteration according to the downstream market and customer demand, so as to maintain the competitive advantage of the company’s products.
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(Securities Times)
