In this batch, 2 new shares were issued, and 12 were registered on the science and innovation board and the gem
The CSRC issued 2 new shares in this batch and registered 12 on the science and innovation board and the gem, with the registration speed decreasing. Mainboard: Lushan Xincai, wangbian electric. Kechuang board: Changhua optical core, Weijie Chuang core, tuojing technology, anda intelligence, Puyuan Jingdian, Yingji core and nano core micro. Gem: Zhongyi technology, Jindao technology, Liansheng chemical, Guoneng Rixin and ousheng electric appliance. Among them, Changguang Huaxin is worthy of key tracking.
Changguang Huaxin is the leader of domestic high-power semiconductor laser chips. It has built an IDM process platform and 3-inch and 6-inch mass production lines covering chip design, epitaxial growth, wafer processing, cleavage / coating, packaging test, optical fiber coupling and so on. It is one of the few enterprises with mass production capacity of high-power laser chips in the world. According to the company’s prospectus, the Chinese market share of the company’s high-power semiconductor laser chips in 2020 was 13.41%, ranking first among domestic manufacturers. After years of R & D investment, the company has cast technical barriers on the three core processes of epitaxial growth, wafer manufacturing and cavity surface passivation, and the product performance indicators have reached the international advanced level. Relying on the technical advantages of high-power semiconductor laser chips, the company vertically extends the development of downstream products such as devices, modules and direct semiconductor lasers, and horizontally expands the field of VCSEL chips and optical communication chips. Driven by the decline of downstream laser application costs and the emerging demand in emerging application fields such as lidar, 3D sensing and optical communication, China’s laser penetration is expected to continue to grow; Meanwhile, with Ruike, Chuangxin and other Chinese head fiber laser manufacturers actively expanding production and accelerating domestic substitution of lasers, the demand for domestic semiconductor laser chips is expected to continue to release. As the leader of high-power semiconductor laser chips in China, the company is expected to fully benefit from the improvement of industry penetration and domestic substitution.
In this period, there will be 17 on the scientific innovation board and gem and 4 on the main board
In this period, there were 17 meetings on the scientific innovation board and gem, with a passing rate of 82.35%. There are 4 meetings on the main board, and the passing rate is 75.00%. After excluding financial stocks, the average fund-raising of science and innovation board and gem in this period was about 1.305 billion yuan, higher than 1.079 billion yuan in the previous period. The average fund-raising of the main board in this period is about 791 million yuan, lower than 1.007 billion yuan in the previous period. In this period, 8 companies were listed on the science and innovation board, with an average increase of 15.8% on the first day of listing. A total of 7 new shares were listed on the gem in this period, with an average increase of 75.32% on the first day of listing, lower than 93.88% in the previous period.
Key tracking combination of open source small and medium cap new shares
Ligao Foods Co.Ltd(300973) (leading enterprise in frozen and baked food industry, with high-speed growth and low concentration), 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 demand in China’s health care market 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 alcohol is low in calories and does not cause dental caries, which is expected to continuously replace sugar), Marssenger Kitchenware Co.Ltd(300894) (leading enterprise of high-end integrated stove, with broad industry penetration space), Pylon Technologies Co.Ltd(688063) (leading provider of energy storage battery system in the world, fully benefiting from the development of renewable energy industry) Juguang Technology (the leader of high-power semiconductor laser, entering the laser radar to open the 100 billion market), changguanghuaxin (the leader of domestic high-power semiconductor laser chip, fully benefiting from the improvement of industry penetration and import substitution).
Risk tips: macroeconomic risks and changes in IPO system.
