Market review of this week (March 14-march 18)
The new materials index fell 0.15%, weaker than the gem index. OLED materials fell 1.64%, semiconductor materials rose 0.68%, membrane materials fell 2.18%, additives fell 3.51%, carbon fiber fell 5.34% and tail gas treatment fell 2.92%. The top five gainers are Shenzhen Rongda Photosensitive & Technology Co.Ltd(300576) , Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) , Shantou Wanshun New Material Group Co.Ltd(300057) , Hangzhou Oxygen Plant Group Co.Ltd(002430) , Baoding Lucky Innovative Materials Co.Ltd(300446) ; The top five declines were Shenzhen Sunnypol Optoelectronics Co.Ltd(002876) , Weihai Guangwei Composites Co.Ltd(300699) , Zhuzhou Times New Material Technology Co.Ltd(600458) , Shanghai Hiuv New Materials Co.Ltd(688680) , Henan Jindan Lactic Acid Technology Co.Ltd(300829) .
Weekly observation: yanyeyi covid-19 oral drug structure announced, Zhejiang Zhongxin Fluoride Materials Co.Ltd(002915) fluorinated pharmaceutical intermediates technology is mature
According to the official website of yanyeyi pharmaceutical company in Japan, the phase 2A clinical results of covid-19 oral drug s-217622 jointly developed by Hokkaido University and the company were positive, and the application for production and sales approval was made on February 25; The first batch of commercial products of s-217622 has been completed in December 2021. It is estimated that the production of s-217622 will be completed by 1 million people in March 2022, and the production capacity of s-217622 will be 10 million people / year after April 2022. One of the main raw materials for the synthesis of s-217622 is 1 – (bromomethyl) – 2,4,5-trifluorobenzene (trifluorobenzene). Fluorine containing medicine has the characteristics of high efficiency and safety, but it has high requirements for process technology and production technology, requires a long time of practice and accumulation, and has high industrial technical barriers Zhejiang Zhongxin Fluoride Materials Co.Ltd(002915) at present, more than 30 kinds of fluorine fine chemicals including 2,3,4,5-tetrafluorobenzene, fluorochloroacetophenone, piperazine, 2,3,5,6-tetrafluorobenzene and supercapacitor electrolyte have been formed, which are widely used in three fields: fluorine-containing medicine, fluorine-containing pesticide, new materials and electronic chemicals. At the same time, the company has a number of patent reserves in polyfluorobenzene intermediates, such as “a synthetic method of 2,4,5-trifluorobenzoic acid”, “a synthetic method of 1,2,4-trifluorobenzene”, etc. Beneficiary object: Zhejiang Zhongxin Fluoride Materials Co.Ltd(002915) .
Important company announcements and industry information
[ Ningbo Solartron Technology Co.Ltd(688299) ] the company plans to repurchase the company’s shares, with a total repurchase capital of 30-60 million yuan and a repurchase price of no more than 35 yuan / share.
[ Jiangsu Sidike New Materials Science & Technology Co.Ltd(300806) ] the company plans to jointly invest with Suzhou Anjie Technology Co.Ltd(002635) to establish a joint venture Suzhou andick Hydrogen Energy Technology Co., Ltd., with a proposed registered capital of 24 million yuan and a subscribed capital of 10.8 million yuan, accounting for 45%.
[ Shandong Yanggu Huatai Chemical Co.Ltd(300121) ] the company achieved a revenue of 2.705 billion in 2021, with a year-on-year increase of 39.21%; The net profit attributable to the parent company was 284 million yuan, a year-on-year increase of 125.73%; The company expects to realize a net profit attributable to the parent company of 96-116 million yuan in the first quarter of 2022, with a year-on-year increase of 8.32% – 30.89%.
[ Sino-Platinum Metals Co.Ltd(600459) ] the company plans to acquire 100% equity of Yunnan precious metal new material holding group Co., Ltd. held by Yunnan Investment Holding Group Co., Ltd. with the transfer price of 582177 million yuan. The appraisal result has been approved by Yunnan SASAC.
Beneficial object
We are optimistic about the broad market of functional membrane materials under the background of industrial transfer, the breakthrough of domestic substitution of high-end electronic materials from 0 to 1, and the new opportunities of new materials in the wave of new energy. The subject of the beneficiary is the following: Jiangsu Sidike New Materials Science & Technology Co.Ltd(300806) Puyang Huicheng Electronic Material Co.Ltd(300481) etc.
Risk tip: technological breakthrough is less than expected, industry competition intensifies, raw material price fluctuations, etc.
