Three new shares were issued in this batch, and nine were registered on the science and innovation board and gem in this batch
In this batch, the CSRC issued 3 new shares and registered 9 on the science and innovation board and gem. Main board: CNOOC, Jiahuan technology, yongtaiyun. Kechuang board: sitway, Longxin Zhongke, Yifang biology and Yuncong technology. Gem: Xinbang intelligence, Yuxin electronics, filinkos, huaru technology and tengya Seiko. Among them, steway is worthy of key tracking.
Sitway is a global leader in cis chips in the field of security. After years of accumulation, it has become a leading CIS supplier in the field of security and machine vision. According to Frost & Sullivan’s statistics, based on the shipment volume in 2020, the company’s products rank first in the field of security CIS in the world, and also achieve an industry-leading position in the global shutter CIS in the emerging field of machine vision. In the field of security, the company’s products cover a full range of low-end, middle-end and high-end products ranging from 1 million pixels to 8 million pixels. In the field of machine vision, relying on the innovative back illuminated structure global shutter technology, the company has achieved a leading position in the fields of UAV, sweeping Siasun Robot&Automation Co.Ltd(300024) and launched high-resolution global shutter products applied to intelligent transportation, breaking the pattern that Sony has occupied the share of this field for a long time. Meanwhile, in recent years, the company has actively deployed emerging fields such as automotive electronics and smart phones. In the field of automotive electronics, the company is one of the few Chinese manufacturers with independent intellectual property rights and can provide vehicle specification chips. At present, it has achieved mass shipment in the rear mounted vehicle market. In the front mounted vehicle market, two products have passed the vehicle specification certification, and began mass production verification and small batch shipment in many main vehicle factories. In the field of smart phones, the company has begun to supply large quantities to many mobile phone manufacturers and mobile phone ODM manufacturers, and has carried out verification and product introduction in many mainstream brand manufacturers in the market. As a leading enterprise of CIS chips in China, the company will further seize the market share of foreign manufacturers by strengthening the layout in the field of security monitoring and machine vision in the future. At the same time, the mass shipment of front mounted vehicle products and the verification of high-end products in the field of smart phones are also expected to open a new round of growth space for the company.
In this period, there will be 16 on the scientific innovation board and gem and 11 on the main board
In this period, there were 16 meetings on the scientific innovation board and gem, with a passing rate of 75%. There were 11 meetings on the main board, with a passing rate of 36.36%. After excluding financial stocks, the average fund-raising of science and innovation board and gem in this period was about 616 million yuan, lower than 1.170 billion yuan in the previous period. In this period, five companies were listed on the science and innovation board, with an average increase of – 19.8% on the first day of listing, lower than 9.0% in the previous period. A total of 6 new shares were listed on the gem in this period, with an average increase of 5.48% on the first day of listing, lower than 33.22% 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) (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.
