One new share was issued in this batch, and eight new shares were registered on the science and innovation board and gem in this batch
In this batch, the CSRC issued 1 new share (5 in the previous batch), and 8 were registered on the science and innovation board and gem (9 in the previous batch). Motherboard: Chengchang technology. Scientific innovation board: Huahai Qingke, chaozhuo aviation technology, Sany Heavy energy, Haizheng biology. Gem: weihaide, Yaxiang Co., Ltd., Zhongyi technology, Meinong biology. Among them, Huahai Qingke is worthy of key tracking.
Huahai Qingke is the leader of CMP equipment in China. It has developed and established 12 inch and 8-inch CMP equipment production lines for many years. It is the only high-end semiconductor equipment manufacturer in China to provide 12 inch CMP commercial models for integrated circuit manufacturers. Among them, the 12 Inch series CMP equipment has realized batch industrial application. By the end of 2021, it has produced more than 13 million wafers, and its process and technical level in the fields of logic chip manufacturing, 3dnand manufacturing and DRAM manufacturing has broken through to 14nm, 128 layers and 1x / 1ynm respectively, which are the highest level of large-scale production lines in China. At the same time, relying on the advantages of stable performance, outstanding cost performance and good after-sales service, the company’s market share of CMP equipment in China has significantly increased. According to semi statistics, the company’s market share of CMP equipment in Chinese Mainland has rapidly increased from 1.05% in 2018 to 12.64% in 2020. In the future, the company will continue to innovate and upgrade the polishing process, production capacity, key consumables and technical services of the existing 12 inch and 8-inch CMP equipment, further improve the market share of the company’s CMP equipment and supporting services in China and even the world, and with the help of its deep accumulation of technology and technology in the CMP field, develop the 12 inch wafer thinning and polishing integrated machine and renewable wafer OEM business, so as to create new profit growth points for the company. With the rapid development of 5g communication, artificial intelligence and other sub application industries and the accelerated transfer of global production capacity to Chinese Mainland, the scale of China’s semiconductor industry will continue to expand. As the leader of domestic CMP equipment, the company will fully benefit from the rapid development of China’s semiconductor industry and domestic substitution.
In this period, 19 will be held on the scientific innovation board and gem, and 11 on the main board
In this period, there were 19 meetings on the scientific innovation board and gem, with a passing rate of 89.47%. There were 11 meetings on the main board, and the passing rate was 81.82%. After excluding financial stocks, the average fund-raising of science and innovation board and gem in this period was about 588 million yuan, lower than 2.068 billion yuan in the previous period. In terms of the increase in the opening of new shares, there were 3 new shares on the main board in the current period, with an average opening increase of 92.24%. In this period, a total of 1 new share was listed on the science and innovation board, with an increase of 79.8% on the first day of listing, higher than – 7.4% in the previous period. There were two new shares listed on the gem in this period, with an average increase of 58.92% on the first day of listing, higher than 30.40% 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.
