Key investment points:
Henan stock market performance: in 2021, Henan index rose 5.9%, slightly outperforming Shanghai index (+ 4.8%). In March 2022, Henan index fell by – 5.03% and continued to outperform Shanghai index (- 6.07%). In the first ten days of March, the stock market was significantly adjusted. The repeated epidemic and the rise of commodity prices promoted the performance of pharmaceutical and upstream raw material industries, while the performance of new energy and other industries was weak. In March, companies with the largest increase in Henan shares were Luoyang Northglass Technology Co.Ltd(002613) , Pingdingshan Tianan Coal Mining Co.Ltd(601666) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Newcapec Electronics Co.Ltd(300248) , Henan Taloph Pharmaceutical Stock Co.Ltd(600222) ; Companies with the highest growth rate include Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) , Luoyang Jalon Micro-Nano New Materials Co.Ltd(688357) , Henan Bccy Environmental Energy Co.Ltd(300614) , Hualan vaccine, Hualan Biological Engineering Inc(002007) .
Review of financing of Henan Enterprises: from January to February 2022, one Henan enterprise ( Avic Jonhon Optronic Technology Co.Ltd(002179) ) realized 3.4 billion private placement financing, and one Henan enterprise (Hualan vaccine) was successfully listed on the gem; In March 2022, a Henan enterprise ( Luoyang Jalon Micro-Nano New Materials Co.Ltd(688357) ) on the science and Innovation Board realized 194 million yuan of private placement financing. The company belongs to the chemical industry. The fixed increase was issued on January 11, 2022. It was announced on March 10, 2022 that the raised funds have arrived and the capital verification has been completed.
Financing prospect of Henan Enterprises: at present, 10 Henan enterprises have applied for IPO, with a total financing scale of more than 5.5 billion yuan. Among them, there is one company to be listed on the main board market, seven companies on the gem, one company on the science and innovation board and one company on the new third board. At present, there are 215.9 billion yuan of Listed Companies in Henan Province; Three listed companies in Henan have issued plans for convertible bonds, and the financing scale is expected to be about 2 billion yuan.
An overview of the nine companies that have been proposed to add to the list of Henan Enterprises: nine of the nine proposed to add to the list of Henan Enterprises: the nine proposed to add to the list of Henan enterprises that have been put to finance. The nine proposed to add to the list of the state that has been put to finance: the following: the nine proposed to add to the list of the state that the nine proposed to add to the list of Henan Enterprises: the nine proposed to add to the list of Henan enterprises that have been put to put to the top of the top of the list that would be to add to the list of the one of the party that has been the one of the party that has been in the way of the \ .
According to industry classification, it is mainly concentrated in animal husbandry and chemical products industry. The three Henan enterprises planning to issue convertible bonds are Gl Tech Co.Ltd(300480) , Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) , Henan Bccy Environmental Energy Co.Ltd(300614) , belonging to special machinery, general equipment, environmental protection and public utility industries in turn.
Risk warning: the data are from Wande information and company announcements, and the statistical data may be incomplete; The global epidemic and systemic risk are uncertain, and the progress of enterprise financing is less than expected.
