Home / Metal News / Next week, 12 new shares will be purchased collectively: a-shares will welcome the oil and gas "giant", which accounts for more than 90% of the oil and gas exploration rights in the domestic waters, as well as the main chip manufacturers owned by the natio

Next week, 12 new shares will be purchased collectively: a-shares will welcome the oil and gas "giant", which accounts for more than 90% of the oil and gas exploration rights in the domestic waters, as well as the main chip manufacturers owned by the natio

iconApr 9, 2022 16:54
[collective purchase of 12 new shares next week: oil and gas "giant" A shares account for more than 90% of oil and gas exploration rights in domestic waters, and the main chip manufacturer held by the National Big Fund.) according to the issuance arrangement, a total of 12 new shares will be issued next week (April 11-April 15), including 4 Science and Technology Innovation Board, 1 main board of Shanghai stock market and 7 gem. According to the specific schedule, there are 3 on Monday, 6 on Tuesday and 1 per day for the other three days. Hot companies, CNOOC will usher in the purchase on Tuesday, so the A-share market will "gather" China's three major oil companies.

According to the issuance arrangement, a total of 12 new shares will be issued next week, including 4 for Science and Technology Innovation Board, 1 for Shanghai main board and 7 for gem. According to the specific schedule, there are 3 on Monday, 6 on Tuesday and 1 per day for the other three days.

The top three market capitalization required for Dingge purchase are CNOOC (7.8 million yuan), ou Sheng Electric (130000 yuan), Yao Kang Bio (150000 yuan) and Ebru (all 150000 yuan). According to the published price-to-earnings ratio, Science and Technology Innovation Board Peak Technology, which applied for the purchase on Monday, has the highest price-to-earnings ratio of 107.36 times (the industry price-earnings ratio is 50.95 times).

Hot companies, CNOOC will usher in the purchase on Tuesday, so the A-share market will "gather" China's three major oil companies. CNOOC has an offering price of 13.72 yuan, a price-to-earnings ratio of 22.99 times, a ceiling of 780000 shares and a market capitalization of 7.8 million yuan for Dingge. The company has 239 oil and gas exploration rights in Chinese waters, covering an area of about 1.3 million square kilometers, accounting for more than 95% of the total number and area of exploration rights in Chinese waters. In terms of the scale of oil and gas resources, the company has net proven reserves of about 5.37 billion barrels of oil equivalent at the end of 2020.

Fengfeng Technology is the only company in China to achieve independent research and development of motor drive control chip core, with completely independent intellectual property rights dedicated IP core for motor control. The company's motor master chip MCU adopts a "dual-core" structure, which can not only avoid paying IP authorization fees to ARM, but also modify the kernel. In the field of home appliances, it has been successfully recognized by well-known manufacturers at home and abroad, such as Midea, Hisense, Xiaomi, Haier, Panasonic, Philips and so on. Shanghai Huaxin Entrepreneurship, which is related to the national big fund, is the second largest shareholder of the company, with a pre-IPO shareholding ratio of 19.4%. Shanghai Juyuan Juxin Integrated Circuit Industry Fund is the company's fifth largest shareholder, with a pre-IPO shareholding ratio of about 3%.

List of new share issues

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A list of the fundamentals of new shares

Fengfeng Technology: the only company in China that has achieved independent research and development of motor drive control chip core, has a completely independent intellectual property rights dedicated IP core for motor control. The company's motor master chip MCU adopts a "dual-core" structure, which can not only avoid paying IP authorization fees to ARM, but also modify the kernel. From 2018 to 2020, the company's BLDC motor drive control chip in the global market share of 0.46%, 0.68%, 1.05%, a significant increase in market share. In the field of home appliances, it has been successfully recognized by Midea, Hisense, Xiaomi, Haier, Panasonic, Philips and other well-known manufacturers at home and abroad, and in terms of power tools, it has been successfully recognized by TTI, Dongcheng, Baoshi, Glibo and other well-known power tool manufacturers. Shanghai Huaxin Entrepreneurship, which is related to the national big fund, is the second largest shareholder of the company, with a pre-IPO shareholding ratio of 19.4%. Shanghai Juyuan Juxin Integrated Circuit Industry Fund is the fifth largest shareholder of the company, with a pre-IPO shareholding ratio of about 3%.

Jiechuang Intelligence: the company mainly provides video surveillance system, road capture system, electronic police system construction and other system integration business to public security system customers; the company has occupied a certain leading position in the field of domestic smart city and intelligent security construction, and has a competitive advantage. In terms of business qualifications, the company has obtained a number of important qualifications in the industry. including building intelligent system design grade A, secret-related information system integration grade A, electronic and intelligent engineering professional contracting level, computer information system security service grade certificate level 1, etc., during the reporting period alone, the company served hundreds of government agencies, institutions and large and medium-sized enterprises in various industries Undertake more than 1000 integrated projects in smart cities and smart security areas In terms of downstream application coverage, the company provides products in construction, energy, transportation, park, education, health care, data center construction and other fields.

Ou Sheng Electric: the company's main business is the research and development, production and sales of aerodynamic equipment and cleaning equipment, and its main products are small air compressors and dry-wet vacuum cleaners. The company has signed long-term cooperation agreements with a number of world-famous retailers to stabilize the company's revenue expectations. The company and Walmart, Lowe's, TheHomeDepot, Costco and other well-known retail customers have signed long-term cooperation framework agreements. From 2019 to 2021, the company realized operating income of 610 million yuan / 990 million yuan / 1.31 billion yuan, YOY of-3.19%, 62.56%, 32.61%, 27.8%, respectively, and realized net profit of 59 million yuan / 137 million yuan / 116 million yuan, YOY of 29.05%, 133.76% and 15.51%, respectively, and a compound annual growth rate of 36.6%.

Naxin Micro: the company is a leading analog IC enterprise, which can provide a full range of digital isolation chip products, which is at the domestic leading level in the field of automotive electronic chips. Under the rapid development of pan-new energy, isolation chips are in strong demand. The company's drive and sampling chips are shipped in bulk in 2020Q3, with revenue of 263.6591 million yuan in 2021, effectively becoming a new revenue growth point for the company. The company's products have achieved substantial growth in consumer electronics, power energy storage, photovoltaic, power motor drive, new energy vehicles and other segments, and the sales of information sensing chips, isolation and interface chips have increased rapidly.

Yaokang Biology: the leading enterprise of experimental animal mouse model in China, and the strain is rich in resources. The company innovates and uses gene editing techniques such as transgenic, ES targeting and CRISPR/Cas9 to develop mouse strains with high customer demand, high standardization and practical use, such as immunodeficiency mouse model, humanized mouse model, disease mouse model and so on. As of June 30, 2021, the company's "spotted Mouse Project" resource bank has about 19000 strains, and the number of strain resources is firmly in the forefront of the industry, covering genes in the research direction of tumor, metabolism, immunity, development, DNA and protein modification, etc., realizing the production supply of KO/CKO mouse model. According to Frost&Sullivan statistics, in 2019, the company's business income is about 190 million yuan in China's experimental mouse products and services market, accounting for 6.7% of the market, ranking second.

CNOOC: CNOOC is the largest offshore crude oil and gas producer in China and one of the largest independent oil and gas exploration and production groups in the world. The company has a foothold in China and expands globally. Its domestic assets are mainly located in four major oil and gas bases in the Bohai Sea, the western South China Sea, the eastern South China Sea and the East China Sea, with overseas assets covering six continents around the world. By the end of 2020, the company has 239 oil and gas exploration rights in Chinese waters, covering an area of about 1.3 million square kilometers, accounting for more than 95% of the total number and area of exploration rights in Chinese waters. In terms of the scale of oil and gas resources, the company has net proven reserves of about 5.37 billion barrels of oil equivalent at the end of 2020, and the reserve life has been maintained at more than 10 years in the past three years.

Qingyan Environment: the company focuses on the field of RPIR rapid biochemical sewage treatment, and its RPIR technology is initially studied and incubated by the Research Institute of Tsinghua University in Shenzhen, following the path of "theoretical model-technical equipment-process innovation" to realize the commercial application and promotion of RPIR rapid biochemical sewage treatment technology. With the continuous improvement of the company's market recognition and brand awareness, the products have been used in water treatment projects in Shenzhen, Hubei, Jiangsu, Jiangxi, Guangxi, Henan, Shanxi, Sichuan and other places. From 2018 to 2020, the income reached 73 million yuan, 151 million yuan and 182 million yuan respectively, with a compound growth rate of 58.81% in the past three years. The company's comprehensive gross profit margin is basically stable at a high level of about 60%.

No. 1 science and technology: the company has gradually accumulated and formed a number of core technologies related to the key processes of the electrolytic copper foil industry, which run through the whole production process of dissolving copper solution, raw foil, post-treatment and cutting process. In terms of lithium copper foil, since 2017, the company has gradually mastered 6 μ m extremely thin lithium copper foil production technology and achieved high-quality, large-scale production. At present, 6 μ m ultra-thin lithium copper foil has become the company's mainstream lithium copper foil products. At the same time, the company is actively expanding the technological frontier and has mastered 4.5 μ m extremely thin lithium copper foil production technology, which is expected to become one of the company's main core products in the future.

Jiarong Technology: the company is a leading high concentration wastewater treatment enterprise in China, focusing on the research and development of membrane technology, and is one of the few domestic high concentration wastewater treatment service providers that can provide effluent up to standard and stable water volume. The company's performance is growing rapidly, with the compound growth rate of revenue and net profit reaching 41.36% and 31.33% respectively from 2018 to 2020. Due to the addition of some full-quantitative processing projects with low gross profit margin and projects with greater difficulty in handling, the comprehensive gross profit margin of the company from 2018 to 2020 was 47.16%, 51.00% and 45.05%, respectively.

Saiwei Micro Power: it has accumulated the core technologies such as battery characteristic analysis, extraction and modeling technology, high-precision battery metering algorithm and its realization technology, and on this basis, it has formed three major product lines of other chips, such as battery safety chip, battery metering chip and charge management. Among them, the company's battery metering chip fills the gap in the field of battery metering chip in China, and with the characteristics of "high precision, low power consumption and simple application scheme", it can reach the leading level in the industry in terms of core index accuracy. In the field of consumer electronics in 2020, the company's market share of battery management chips in the global notebook computer market, the global tablet computer market and the global Bluetooth headset market was 1.04%, 2.41% and 1.02% Mel 3.06%, respectively. The company's battery safety chip products have been widely used in the terminal products of domestic and foreign well-known companies in power tools, cordless home appliances and other industries, including Stanley Patek, TTI, Dongcheng Electric, No. 9 Intelligence, Kovos and other domestic and foreign well-known enterprises; battery metering chip products have been widely used in the terminal products of domestic and foreign well-known enterprises such as Samsung, OPPO, Glory, Xiaomi, etc. Charge management and other chip products have been introduced into notebook giants Hewlett-Packard, Dell, Lenovo and other terminal products, and have also been used in well-known charging products such as Bull Electric Appliances.

Abreu: one of the earliest enterprises in China to systematically carry out comprehensive treatment of rural environment, the company has formed a whole industry chain system solution in the three major areas of rural production environment, living environment and ecological environment protection; including the company developed container composite sewage treatment integrated equipment for township sewage treatment, and developed soil stabilization agents for abandoned mines and contaminated soil treatment. For the polluted cultivated land, the soil conditioner which can reduce the activity of heavy metals and ensure the safety of crops and the combination of super-enriched plant products and technologies for absorbing heavy metals in cultivated land were developed.

Guoneng Rixin: the company is a software and information technology service provider for the new energy industry, mainly providing new energy power market players such as new energy power stations, power generation groups and power grid companies with new energy generation power prediction products as the core. New energy information products and related services are expanded by new energy grid-connected intelligent control system, new energy power station intelligent operation system and grid new energy management system. From 2017 to 2020, the company's revenue and net profit grew at a compound annual rate of 20.15% and 33.61%, respectively, and its growth capacity exceeded the average level of comparable companies in the same industry.

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