Five 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 5 new shares (3 in the previous batch), and 9 were registered on the science and innovation board and gem (9 in the previous batch). Main board: Lianxiang Co., Ltd., Lide electric technology, Tuoshan heavy industry, Mingke fine technology, Jiangsu Huachen. Scientific innovation board: Ling Yunguang, Yunneng technology, biyiwei, Sinosteel luonai. Gem: xianglou Xincai, Yubang Xincai, Shengbang Co., Ltd., Dongtian micro and guocable testing. Among them, Yuneng technology is worthy of key tracking.
As a global leader in micro inverters, suneng technology has achieved strong market mass production leadership and high market position by continuously cultivating the field of component level power electronic equipment in distributed photovoltaic power generation system. The company is one of the earliest domestic manufacturers in the industry to realize the mass production and shipment of micro inverters. On this basis, the company continues to push through the old and bring forth the new. It has successively developed the world’s first three-phase micro inverter and the world’s first single-phase four body micro inverter certified in the European and American market. According to the data of wood Mackenzie, a well-known international energy research institution, in 2020, the company ranked second among global manufacturers and first among Chinese manufacturers in terms of product shipments in the micro inverter market. At the same time, the company actively carries out global business layout, takes into account developed countries and emerging market regions, and employs local employees in the target market to actively realize localized operation. Under the background of the global vigorous development of renewable and clean energy, the continuous decline of photovoltaic power generation costs, the gradual improvement of China’s photovoltaic industry chain and the mainstream of module controlled power electronic equipment in the market, the company, as a leading enterprise of micro inverter, will give full play to the existing advantages of research and development innovation, global business layout and localized services, and continue to increase the investment in module level power electronic equipment, After raising new technology, the company is expected to continuously improve its R & D and marketing capacity, and continuously improve its own R & D and marketing capacity.
In this period, there will be 14 on the scientific innovation board and gem and 10 on the main board
In this period, there were 14 meetings on the science and innovation board and the gem, and the passing rate was 100%. There will be 10 on the main board, with a passing rate of 60%. After excluding financial stocks, the average fund-raising of science and innovation board and gem in this period was about 2.068 billion yuan, higher than 616 million yuan in the previous period. This batch of motherboards raised an average of about 239 million yuan. A total of 10 companies were listed on the science and innovation board in this period, with an average increase of – 7.4% on the first day of listing, higher than – 19.8% in the previous period. A total of 10 new shares were listed on the gem in this period, with an average increase of 30.40% on the first day of listing, higher than 5.48% in the previous period.
Key tracking combination of open source small and medium cap new shares
Jingwei Hengrun (local leading manufacturer of automotive electronics, and the automatic driving business is expected to usher in rapid growth), nano chip micro (China’s leading analog IC, and the vehicle specification chip is expected to continue in large quantities), Zhongfu Shenying (China’s leading high-performance carbon fiber, fully benefiting from the domestic substitution in the industry), torch technology (leading high-power semiconductor laser, entering the laser radar and opening the 100 billion market) Changguang Huaxin (the leader of domestic high-power semiconductor laser chips, fully benefiting from the improvement of industry penetration and import substitution), Wright Optoelectronics (the leader of OLED organic materials in China, benefiting from the capacity release and import substitution of OLED panel industry).
Risk tips: macroeconomic risks and changes in IPO system.