Ding Zengxiu, a listed company on the high-prosperity track, is very popular with public institutions.

Last night, listed companies on the high-prosperity track, such as North Huachuang and Central shares, released their fixed growth plans one after another. Among them, the fixed increase of 9 billion of Central shares was subscribed by 23 targets; North China Chuang increased by 8.5 billion and was subscribed by the National Big Fund for 1.5 billion; not long ago, Ningde Times also unveiled its huge fixed increase plan of 58.2 billion yuan; and new energy car giant BYD issued an announcement in H shares as early as January this year, successfully placing 133 million shares at the price of 225HK dollars per share, with a total increase of 29.8 billion yuan.

Central shares: 9 billion will be subscribed by 23 additional subscribers, and "Huang Xiaoming" will be allocated 260 million yuan.

According to the fixed increase results disclosed by Central shares on November 2, a total of 23 shares were issued, with a total of 199 million shares, a total of about 9 billion yuan, and an offering price of 45.27 yuan per share, a premium of about 9.7 percent over the current share price.

Among them, everyone subscribed for 939 million yuan of assets, Guotai Junan subscribed for 782 million yuan, USB AG subscribed for 335 million yuan, and many well-known institutions, such as Huaxia Fund, CITIC Securities Goldman Sachs, Barclays Bank PLC and so on. In addition, an investor named "Huang Xiaoming" showed up and was allocated about $260 million.

The fund-raising direction is mainly used to continue to promote the production of 210mm large-size photovoltaic single crystal silicon wafer G12.

North Huachuang: the second phase of the big fund subscribed for nearly 1.5 billion yuan.

The report on the issuance of non-public A-shares issued by North Huachuang on the evening of November 2 shows that a total of 14 shares have been issued. The total amount of capital raised is nearly 8.5 billion yuan, and the offering price is 304 yuan per share, which is about-25% higher than the current share price. Among them, the second phase of the large fund subscribed for 1.5 billion yuan, the Southern Fund subscribed for 1.2 billion yuan, UBS subscribed for 734 million yuan, and the Beijing Integrated Circuit Advanced Manufacturing and High-end equipment Equity Investment Fund Center subscribed for 250 million yuan.

This fund-raising direction is mainly used for the construction of semiconductor equipment industrialization base expansion project (Phase IV) and high-end semiconductor equipment research and development projects.

Ningde era: 58.2 billion, the largest fixed increase in the history of new energy

Recently, the market capitalization of Ningde era has been hitting new highs, but what is more concerned by the market is the fixed increase plan of 58.2 billion yuan, which is known as the most in the history of new energy. In addition to replenishing 9.3 billion yuan of working capital, the increase will be mainly used for the construction of five power and energy storage battery projects in Fuding, Zhaoqing, Changzhou and Ningde, totaling 137GWh. in addition, it also includes 30GWh energy storage cabinets, some PACK wires and 7 billion yuan of new technology research and development.

BYD: more than 200 institutions participate in additional placement

BYD also announced a huge increase of 29.8 billion in January, although it did not disclose the participating companies in the announcement, but a record of investor relations activities released on January 25. the deal attracted more than 200 institutional investors, including many of the world's top long-term and sovereign funds.

After that, there were media reports that Sequoia Capital China may participate in the subscription with a large amount of money, including Chinese sovereign funds such as the Social Security Fund, CIC CIC, and some European and Middle Eastern sovereign funds, as well as companies in the upper and lower reaches of the battery and automobile industry chain. Although none of the above news has been officially confirmed, Li Yunfei publicly confirmed the involvement of Hillhouse Capital on February 18.

Some industry insiders said, "as new energy vehicles begin to get out of the bubble and enter the sand-scavenging stage, the development pattern of the industry is gradually clear; generally speaking, enterprises with certain technical strength, such as those with lithium battery technology, will eventually gain a certain market advantage. BYD is an enterprise with this kind of technology."

In addition to the above industry leading companies, some small and medium-sized enterprises have also announced their fixed growth plans recently. On the evening of November 1st, Jingrui Electric announced that the company intends to issue shares to specific objects through a summary procedure, and intends to raise no more than 277 million yuan. It is used for the technical renovation project of semiconductor-level high-purity sulfuric acid with an annual production capacity of 90, 000 tons of ultra-large-scale integrated circuits (phase II), as well as supplementary liquidity or repayment of bank loans.

In the case of a volatile stock market this year, companies in the high-prosperity track represented by new energy and chip semiconductors can still be favored by institutions by throwing large fixed increases, indicating that institutions are still optimistic about the prospects of the relevant industrial chain.

Southwest Securities believes that in the future, specific carbon peak carbon neutralization plans for various industries will be introduced one after another, bringing profound changes to society and huge investment opportunities at the same time. It is suggested to focus on renewable energy areas such as photovoltaic, wind power, hydropower, hydrogen energy, biomass energy and so on.

Galaxy Securities said that the semiconductor industry chain prices continued to rise in the fourth quarter, all kinds of chip demand is still high, the boom remains upward. Plate after pre-adjustment, the current valuation has a high performance-to-price ratio.