On May 5 and 6, a total of 32 shares were lifted, with a total market value of 29.638 billion yuan. In terms of the market value of lifting the ban, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Naura Technology Group Co.Ltd(002371) , Guangzhou Baiyun International Airport Company Limited(600004) rank first, with 7.757 billion yuan, 6.683 billion yuan and 3.557 billion yuan respectively.
In terms of the proportion of shares lifted, the proportion of Ficont Industry (Beijing) Co.Ltd(605305) , Jiangsu Liance Electromechanical Technology Co.Ltd(688113) , Jiangxi Geto New Materials Corporation Limited(300986) lifted shares reached 45%, 39.38% and 17.71% respectively, all of which were restricted shares of the original shareholders of the first offeringP align = “center” calculated according to the market value of lifting the ban p align = “center” calculated according to the proportion of lifting the ban
9 times the fixed increase and lifting of the ban on photovoltaic bull shares
restricted shareholder quilt
On May 5, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) a total of 199 million shares were lifted, which was about 7.757 billion yuan according to the market value of the latest closing day, with a lifting ratio of 6.15%. However, the current price of Tianjin Zhonghuan Semiconductor Co.Ltd(002129) is 45.27 yuan lower than the fixed issue price at that time.
In November last year, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) fixed increase items were implemented, and many star institutions “scrambled to raise funds”.
From the list of allocated institutions, a number of well-known securities companies, public and private equity, industrial funds and insurance funds were shortlisted, and heavyweight foreign capital such as UBS, Goldman Sachs and Barclays Bank also participated.
Subsequently, affected by the overall continuous adjustment of the photovoltaic sector, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) share price fell under pressure in the past half year. However, looking at it for a long time, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) is still a real photovoltaic Bull Stock. From the low point in October 2018 to the high point in August 2021, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) increased by more than 9 times.
According to public information, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) is committed to semiconductor energy-saving industry and new energy industry. It is a state-owned holding high-tech enterprise integrating scientific research, production, operation and venture capital. Products are widely used in smart grid transmission, new energy vehicles, high-speed rail, wind power inverter, integrated circuit, consumer electronics, aerospace, photovoltaic power generation and other fields.
On the evening of April 26, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) disclosed the first quarterly report. The company’s revenue was 13.37 billion yuan, a year-on-year increase of 79.13%; The net profit attributable to shareholders of listed companies was 1.311 billion yuan, a year-on-year increase of 142.08%.
Tianjin Zhonghuan Semiconductor Co.Ltd(002129) is the second largest silicon wafer manufacturer in the world Huatai Securities Co.Ltd(601688) believes that the proportion of large size of Tianjin Zhonghuan Semiconductor Co.Ltd(002129) silicon wafer has increased and the profitability has improved. In 2021, the company’s silicon wafer production capacity was 88gw, of which G12 production capacity was 62gw. With the continuous operation of Yinchuan project, it is expected that the production capacity will exceed 140gw in 2022, G12 will account for 90%, and the sales volume will reach 52gw, with a year-on-year increase of 45%. Among them, the sales scale of G12 will be greatly expanded to 22gw, with a year-on-year increase of 643%. Through “technological innovation + process optimization”, the company’s single crystal silicon material consumption decreased year-on-year in 2021, pushing the gross profit margin up to 22.73%. With the deepening of industrial 4.0 and intelligent manufacturing plant layout, the company is expected to maintain cost advantage for a long time.
The photovoltaic industry as a whole is improving. As leading companies have released bright results, the photovoltaic index has risen for three consecutive trading days.
Naura Technology Group Co.Ltd(002371) increase and lift the ban
high performance growth in the first quarter
On May 5, Naura Technology Group Co.Ltd(002371) will have 279605 million shares lifted, with a market value of about 6.683 billion yuan and a lifting ratio of 5.3%.
In November last year, Naura Technology Group Co.Ltd(002371) completed a non-public offering at 304 yuan / share, raising about 8.5 billion yuan. According to the plan, after deducting the issuance expenses, the relevant fund-raising will be used for the construction of “production expansion project of semiconductor equipment industrialization base (phase IV)”, “high-end semiconductor equipment R & D project” and “production expansion project of high-precision electronic component industrialization base (phase III)”, and supplement the working capital.
The subscribers of the fixed value-added project are also big fans. Beijing integrated circuit advanced manufacturing and high-end equipment equity investment fund center (limited partnership), Harvest Fund, GF fund, UBS, Nanfang fund, China International Capital Corporation Limited(601995) , Penghua Fund, etc. all participated with a large amount of money.
At present, Naura Technology Group Co.Ltd(002371) shares are priced at 239 yuan / share, more than 20% lower than the fixed issue price.
According to the first quarterly report, Naura Technology Group Co.Ltd(002371) achieved an operating revenue of about 2.136 billion yuan, a year-on-year increase of 50.04%; The net profit attributable to shareholders of listed companies was about 207 million yuan, a year-on-year increase of 183.18%.
Everbright Securities Company Limited(601788) believes that in 2022, the capital development support of China’s leading wafer factories will continue to rise, and the semiconductor equipment industry is still in the business cycle Naura Technology Group Co.Ltd(002371) is a leading enterprise of domestic semiconductor equipment. It has a wide range of equipment and will continue to benefit from the performance increment brought by the progress of the industry Everbright Securities Company Limited(601788) increase the company’s net profit from 2022 to 2023 to 1.624 billion yuan (up 30.55%) and 2.221 billion yuan (up 35.10%). It is estimated that the net profit in 2024 will be 2.921 billion yuan.
Over the past month, several securities companies have rated Naura Technology Group Co.Ltd(002371) “buy” or “strongly recommend”, with the target price ranging from 342.2 yuan to 427.31 yuan.
