In the last week before the Spring Festival, the IPO market is still wonderful. In terms of gem, Byd Company Limited(002594) semiconductor will attract attention; In terms of science and technology innovation board, the first board transfer company of Beijing stock exchange appeared; Companies that break through the main board are also leaders in their respective fields.
main board: there are 3 companies to be reviewed before the festival
What are the arrangements for the motherboard in the last week before the Spring Festival? According to the website of the CSRC, the 18th development and Examination Commission is ready to consider the initial launch of Guangzhou Lushan new materials Co., Ltd. (hereinafter referred to as Lushan new materials), Wuhan Lide Power Technology Co., Ltd. (hereinafter referred to as Lide power) and Shenzhen kangguan Technology Co., Ltd. (hereinafter referred to as kangguan Technology) on January 27.
Lushan new materials is a high-tech enterprise focusing on the R & D, production and sales of green, environmental friendly and high-performance polymer hot-melt bonding materials. Its products are widely used in composite building materials, energy pipelines, high barrier packaging, photovoltaic new energy, flat panel display and other fields, providing customers in many countries and regions around the world with comprehensive bonding solutions, It is one of the leading enterprises of high-performance hot-melt bonding materials in China.
Lide power is a provider of special vehicles, special equipment, special tools, professional services and system solutions for uninterrupted operation of distribution network. Uninterrupted operation of distribution network refers to an operation method of construction, maintenance, replacement and installation of distribution network equipment by means of live operation method, bypass operation method or mobile power supply method under the premise of ensuring users’ uninterrupted power supply.
Kangguan technology is a design and production enterprise focusing on the field of intelligent display. Its main business is the R & D, production and sales of intelligent display products. Its main products include intelligent interactive display products in commercial field, intelligent TV in household field, etc. According to the description, kangguan technology has been engaged in the intelligent display industry for 26 years. Since 2001, the sales revenue has exceeded 1 billion yuan for 20 consecutive years. Since 2014, it has maintained a sales scale of more than 5 billion yuan for 7 consecutive years and increased steadily year by year. According to the statistics of futuresource, in 2020, the company’s overseas shipments of intelligent interactive tablets among manufacturing suppliers ranked first in the world. In addition, according to the statistics of runto, in 2020 and the first half of 2021, the company’s shipments of smart TVs among manufacturing suppliers ranked fifth in the world.
gem: Byd Company Limited(002594) semiconductor conference
In terms of gem, a total of 8 companies are scheduled to attend the meeting next week. On January 25, Jiangsu Wade Agricultural Machinery Co., Ltd., Shenzhen zhicube automation equipment Co., Ltd. and Shanghai guocable Testing Co., Ltd. were included, and on January 27, Beijing Zhongke Runyu Environmental Protection Technology Co., Ltd., Byd Company Limited(002594) Semiconductor Co., Ltd. (hereinafter referred to as Byd Company Limited(002594) semiconductor) and Hebei University of technology Keya Energy Technology Co., Ltd, On January 28, Ji’an mankun Technology Co., Ltd. and Didong planning and design (Beijing) Co., Ltd. held a meeting.
Byd Company Limited(002594) semiconductor was split and listed by Byd Company Limited(002594) (002594. SZ), formerly a Sino foreign joint venture invested and established by Byd Company Limited(002594) and BFE ventures on October 15, 2004, and Byd Company Limited(002594) directly holds 72.3% of the shares. After listing, Byd Company Limited(002594) also has absolute control. The actual controller of the company is Wang Chuanfu.
Byd Company Limited(002594) semiconductor is mainly engaged in the R & D, production and sales of power semiconductor, intelligent control IC, intelligent sensor and photoelectric semiconductor, covering the induction, processing and control of electrical, optical, magnetic and other signals. Since its establishment, the company has promoted the development of semiconductors in the fields of industry, household appliances, new energy, consumer electronics and so on. In the automotive field, relying on the company’s deep accumulation in the R & D and application of vehicle specification semiconductor, the company has mass produced IGBT, SiC devices, IPM, MCU, CMOS image sensor, electromagnetic sensor, LED light source and display products, which are applied to automotive motor drive control system, vehicle thermal management system, body control system, battery management system, on-board image system Lighting system and other important fields. In the fields of industry, household appliances, new energy and consumer electronics, the company has mass produced IGBT, IPM, MCU, CMOS image sensor, embedded fingerprint sensor, electromagnetic sensor, power IC, LED lighting and display products.
It is described that vehicle specification semiconductor is the core of automotive electronics and is widely used in various vehicle body control devices, on-board monitoring devices and on-board electronic control devices. It has strict requirements for product reliability and safety because it directly affects vehicle driving safety, and the overall certification cycle at the client is long. From the perspective of global market competition pattern, international manufacturers occupy a leading position in the field of vehicle specification semiconductor, and the localization rate of vehicle specification semiconductor is low. According to the statistics of omdia, there is no Chinese enterprise among the top ten vehicle scale semiconductor manufacturers in the world in 2020.
According to the data, the revenue and net profit of Byd Company Limited(002594) semiconductor in 2020 were 1.441 billion yuan and 58.6324 million yuan respectively. The company expects the operating revenue to reach 3.05 billion yuan – 3.2 billion yuan in 2021, and the net profit attributable to the parent company was 350 million yuan – 395 million yuan, which increased significantly.
It is worth noting that Byd Company Limited(002594) semiconductor’s sales to related parties account for a high proportion of operating revenue, mainly to Byd Company Limited(002594) group, which also makes the company’s customer concentration high. From January to June in 2018, 2019, 2020 and 2021, Byd Company Limited(002594) semiconductor sold goods, provided labor services and contracted energy management services to related parties in the amount of 910 million yuan, 601 million yuan, 851 million yuan and 670 million yuan respectively, accounting for 67.88%, 54.86%, 59.02% and 54.24% of operating revenue respectively. Although the company’s export expansion shows an upward trend, the overall scale of short-term domestic and foreign sales is still small.
In terms of acceptance, the gem municipal Party committee accepted a new Hunan Hengchang Pharmaceutical Group Co., Ltd. this week, which is a pharmaceutical circulation enterprise focusing on serving small and medium-sized chain pharmacies, monomer pharmacies and grass-roots medical and health institutions.
scientific innovation board: the first board transfer company may appear
In the last week before the Spring Festival, the municipal Party Committee on the science and innovation board arranged three deliberations. On January 26, it will consider the first launch of Beijing Kyushu rail 1 Environmental Technology Co., Ltd., Nanjing mailande Medical Technology Co., Ltd. (hereinafter referred to as mailande) and Hubei chaozhuo Aviation Technology Co., Ltd, On January 27, the first launch of Shanghai Xinlong Semiconductor Technology Co., Ltd. (hereinafter referred to as Xinlong Technology) was reviewed. In addition, on January 27, the science and Innovation Board will usher in the first listed company transferred to the board: Guandian defense (832317. BJ), which is also a topic highly concerned by the market.
For a long time, the green channel of the new third board has been the focus of the market. We all want to see who the title of the first successful board transfer is. Since the debut of the Beijing stock exchange, many companies still choose to transfer the board. In addition to the above Guandian defense, there are Hanbo hi tech (833994. BJ) and taixiang Co., Ltd. (833874. BJ), but the breakthrough of Guandian defense is the science and innovation board, while Hanbo hi tech and taixiang Co., Ltd. prefer the gem.
According to the materials, Guandian defense is not only China’s UAV drug control service provider, but also China’s first enterprise engaged in UAV drug control product R & D and service industrialization. The company’s main business is UAV flight service and data processing, and the R & D, production and sales of UAV system and intelligent defense equipment. In 2020 and the first half of 2021, the operating revenue of Guandian defense was 180 million yuan and 127 yuan respectively, and the net profit attributable to the shareholders of the parent company was 53.4608 million yuan and 47.4598 million yuan respectively.
Xinlong Technology specializes in the R & D, design and sales of power management analog integrated circuits. At present, the 82 products of the company are widely used in many fields such as vehicle electronic devices, industrial control, communication equipment, consumer electronics and household appliances, including Yutong Bus Co.Ltd(600066) , Anhui Jianghuai Automobile Group Corp.Ltd(600418) , BAIC motor, Chery motor, Zhongshan Broad-Ocean Motor Co.Ltd(002249) , Hangzhou Great Star Industrial Co.Ltd(002444) , Wuxi Xinje Electric Co.Ltd(603416) , Qixing intelligence, Luxshare Precision Industry Co.Ltd(002475) , Huawei, Zte Corporation(000063) , Guangdong Anjubao Digital Technology Co.Ltd(300155) , Xiaomi group, No. 9 company, Yadi holding, Ecovacs Robotics Co.Ltd(603486) Products of Fangtai kitchenware, Vatti Corporation Limited(002035) , Midea Group Co.Ltd(000333) , Hisense Hitachi and other well-known end customers.
Another Mai Lunde is mainly engaged in the business of related products in the field of pelvic floor and postpartum rehabilitation. The products mainly include pelvic floor and postpartum rehabilitation equipment, consumables and accessories, information products, etc. they are widely used in obstetrics and Gynecology, gynecology, pelvic floor rehabilitation center, and professional institutions such as month Center, postpartum recovery center, mother and child center.
