Special topic of small and medium-sized IPO: secondary new shares: this batch of Delong laser is worth focusing on tracking (batches 12 and 13 of 2022)

In this batch, 15 companies are registered on the scientific innovation board and gem

There are 15 companies registered on the scientific innovation board and gem in this batch (12 in the previous batch), and the registration speed has increased. Scientific innovation board: saiweidian, Delong laser, Fengyi technology, Jingye intelligence, Jingsong intelligence, Hechuan technology and jijiyaokang. Gem: aibulu, JieChuang intelligence, Jiarong technology, Dongli machinery, Purui ophthalmology, Qingyan environment, Ruitai new materials and Qiaoyuan gas. Among them, Delong laser is worthy of key tracking.

Delong laser is the leader of semiconductor laser equipment in China, mainly engaged in the R & D, production and sales of precision laser processing equipment and lasers. As far as lasers are concerned, through independent research and development, the company now has the core technology of nanosecond, ultrafast and adjustable pulse width series solid-state lasers and mature industrial grade mass production products. Among them, ultrafast laser has strong technical advantages. The company is one of the few manufacturers that can provide stable and industrial grade solid-state ultrafast laser, and it is also one of the few early manufacturers in China that can realize the self-production of ultrafast laser seed source. In addition, the company is also a rare manufacturer in the industry that covers both lasers and precision laser processing equipment. The integration of industrial chain can enable the company to quickly meet the immediate needs of customers. With rich technology accumulation and industrial chain integration advantages, the company has established stable cooperative relations with many well-known downstream customers. Among them, in the field of semiconductors, the company's customers include Huawei Hisilicon, the leader of Chinese semiconductor design; China's semiconductor manufacturing leader Semiconductor Manufacturing International Corporation(688981) ; China Semiconductor Packaging Test Leader Jcet Group Co.Ltd(600584) ; Representative enterprises of the third generation semiconductor device manufacturers China Resources Microelectronics Limited(688396) , Tyco Tianrun, etc. The unanimous recognition of downstream leading enterprises also helped the company establish a leading position in the laser fine and micro processing industry. According to cinnor research, Delong laser's sales in China's Pan semiconductor laser equipment market accounted for 15% in 2020, ranking third. As a leading enterprise of semiconductor laser equipment in China, the company is expected to fully benefit from the rapid growth of industry demand and domestic substitution.

In this period, there will be 17 on the scientific innovation board and gem and 5 on the main board

In this period, there were 17 meetings on the scientific innovation board and gem, with a passing rate of 88.24%. There are 5 meetings on the main board, and the passing rate is 50.00%. After excluding financial stocks, the average fund-raising of science and innovation board and gem in this period was about 1.170 billion yuan, lower than 1.305 billion yuan in the previous period. A total of 6 companies were listed on the science and innovation board in this period, with an average increase of 9.0% on the first day of listing, lower than 15.8% in the previous period. A total of 9 new shares were listed on the gem in this period, with an average increase of 33.22% on the first day of listing, lower than 75.32% in the previous period. In terms of the increase in the opening of new shares, there were 4 new shares on the main board in the current period, with an average opening increase of 167%.

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) (the output of xylitol ranks first in China and second in the world, and functional sugar alcohol is low in calories and does not cause dental caries, which is expected to continuously replace sugar), Ju Guang Technology (the leader of high-power semiconductor laser, entering the market of 100 billion laser radar), Changguang Huaxin (the leader of domestic high-power semiconductor laser chip, which fully benefits from the improvement of industry penetration and import substitution) Wright Optoelectronics (China's leader in OLED organic materials, benefiting from the capacity release and import substitution of OLED panel industry).

Risk tips: macroeconomic risks and changes in IPO system.

- Advertisment -