A total of 8 new shares were listed this week (April 11-15), and 5 individual shares broke on the first day of listing. Weijie Chuangxin, which had the highest breaking range on the first day of listing, had an issue price of 66.60 yuan, closing down 36.04%.
According to the issuance arrangement, six new shares will be subscribed next week (April 18-22). According to the sector, there are two main boards in Shanghai stock market, three in science and innovation board and one in Shenzhen stock market.
Table: issuance of 6 new shares next week (April 18-22) p align = “center” prepared by Zhao Ziqiang
Wangbian electric (603191): it applied for purchase on Monday, the issue price was 11.86 yuan, and 832919 million shares were issued online. The company is one of the few production enterprises with a production capacity of 100000 tons of oriented silicon steel in China. Under the background of good overall competition pattern of oriented silicon steel and potential application space expansion of oriented silicon steel brought by motor technology reform, the development of oriented silicon steel business of the company is expected to be better. Compared with single transmission and distribution and control equipment manufacturers and single oriented silicon steel manufacturers, the company has formed an integrated industrial chain of “from oriented silicon steel to transformer” and built the company’s relative competitive advantage.
Hechuan Technology (688320): the subscription was made on Tuesday. The issue price was 23.64 yuan (pre), and 37.76 million shares were issued online. The company’s main servo system is the key core component of industrial automation. In 2020, domestic brands accounted for only 30%; With the development of China’s industrial automation and the improvement of independent and controllable requirements, the company’s products benefit from the resonance promotion of industrial expansion and import substitution, and the demand is expected to continue to improve. The industry comparison of Huajin Securities Research Report shows that the company’s revenue volume is basically equivalent to the average level of comparable industries (excluding Shenzhen Inovance Technology Co.Ltd(300124) ), and the gross profit margin is basically the same as the average level of comparable industries.
Jingye intelligence (688290): subscription on Tuesday, the issue price is 32.89 yuan (pre), and 20.6 million shares are issued online. The company is mainly engaged in the R & D, production and sales of special Siasun Robot&Automation Co.Ltd(300024) and intelligent equipment. Its products include nuclear industry series Siasun Robot&Automation Co.Ltd(300024) , nuclear industry intelligent equipment, non nuclear special intelligent equipment, etc; It is mainly used in the fields of nuclear industry, new energy batteries, medicine and health. The company is one of the relatively scarce special intelligent equipment enterprises in the field of deep ploughing nuclear industry, and occupies a certain leading position in the field of spent fuel reprocessing. CNNC group, the company’s largest customer, holds indirect shares, and its dual identity helps to deepen cooperation.
Delong laser (688170): it was purchased on Wednesday, with an issue price of 19.31 yuan (pre), and 25.84 million shares were issued online. Laser micromachining has outstanding advantages, which can effectively solve the technical problems faced in the process of micromachining; As one of the leaders in the field of laser micromachining in China, the company is expected to continue to benefit from the upgrading of China’s manufacturing industry and the expansion and development of downstream application fields. Seizing the opportunity of localization substitution, the company’s products successfully entered the high boom semiconductor industry chain and were recognized by Huawei Hisilicon, Semiconductor Manufacturing International Corporation(688981) , Hangzhou Silan Microelectronics Co.Ltd(600460) and other leading semiconductor customers in China. The industry comparison of Huajin Securities Research Report shows that the gross profit margin of the company is significantly higher than the average level of comparable industries, but the income volume is significantly lower.
Jiahuan Technology (603206): it applied for purchase on Wednesday, with an issue price of 14.53 yuan (pre), and 76.3 million shares were issued online. The company has maintained long-term and stable cooperation with major customers; Meanwhile, in terms of contract orders, the company has about 30 trading framework contracts or medium and long-term contracts with China Mobile, Huawei, China Telecom Corporation Limited(601728) , Zte Corporation(000063) , China United Network Communications Limited(600050) , China Tower and other top ten customers, and the total contract amount in hand by the end of 2021 is about 1.78 billion yuan, which is expected to stabilize the performance expectations. The company’s qualification, technology, service network, project experience and other key competitive elements are relatively complete, which is expected to occupy a leading advantage in the competition of communication technology service market. The industry comparison of Huajin Securities Research Report shows that the company’s revenue volume is slightly higher than the average level of the comparable industry, and the gross profit margin is basically equivalent to the average level of the comparable industry.
Yongtaiyun (001228): the subscription was made on Wednesday, the issue price was 30.46 yuan (pre), and 25.97 million shares were issued online. The company has independently developed the “transportation chemical” platform, which effectively realizes the integration of offline basic logistics resources, not only improves the efficiency of offline resource interaction, service quality and safety control ability, but also provides customers with a good service experience. The company’s exports of dangerous chemicals account for 70%. Under the background of stricter supervision and stricter approval of business qualification, the company’s competitive barriers are expected to be improved. The industry comparison of Huajin Securities Research Report shows that the company’s revenue volume is slightly lower than the average level of comparable industries, and the gross profit margin is basically equivalent to the average level of comparable companies.
