Current location - Music Encyclopedia - Chinese History - Not only are there "double-ups" in favor, but also well-known scalpers are scattered together. Su Wen's electric energy increased the fire, and the heat of the energy storage track did not weaken.
Not only are there "double-ups" in favor, but also well-known scalpers are scattered together. Su Wen's electric energy increased the fire, and the heat of the energy storage track did not weaken.
Whether it is institutional research activities, market views or investment layout, it shows that the energy storage track is getting hotter and hotter.

In the evening of 65438+February and 65438+March, Suwen Power (300982) announced the results of the first round of fixed increase. This round issued 30.68 million shares at the price of 45.26 yuan/share, raising a total of13.89 million yuan. Based on the closing price of 49.56 yuan on 14, the floating profit of rights issue is close to 10%.

The results show that 22 investors were finally allocated, involving 18 institutions and companies, including 7 in Public Offering of Fund, 3 individual investors, Jianfa, Blue Ocean Investment, Changzhou Investment Group, donghai securities, Huatai Asset Management, Taikang Life Insurance, Taikang Asset Management and UBS Group AG.

Among them, this year's "Fixed Double Heroes" Caitong Fund and Nord Fund were allocated 239 million yuan and 654.38+62 million yuan respectively, ranking the top two. Wei Wei, an individual investor, followed closely, receiving 6,543.8 billion yuan. In addition, during the year, Wei Wei participated in the increase of photovoltaic concept stocks Liang Shuang Energy Conservation and Bozhong Seiko, a concept stock of Power Exchange, and they were the top ten shareholders of the company.

It is worth noting that according to the ranking of concept fit, the concept of energy storage is the most suitable for Suwen electric energy, followed by photovoltaic and charging pile concepts.

Judging from the previous investment direction, industrial layout and even the market, the investors who participated in this round of fixed increase came from energy storage and photovoltaic.

The first round 18 investors were allocated.

In the first round of fixed increase, Suwen Electric Power attracted many institutions to participate in subscription and quotation, and was finally allocated to 18 institutions and companies, including 7 in Public Offering of Fund, 3 in individual investors, 2 in industrial capital, local state-owned assets, brokers, brokers, insurance companies and overseas investors 1 home.

The seven Public Offering of Fund * * * companies were allocated15,546,400 shares with a total investment of 464 million yuan. Specifically, Caitong Fund, Nord Fund, Guo Fu Fund, Dacheng Fund, China Europe Fund, Xingquan Fund and Furong Fund subscribed for 5,287,500 shares, 3,578,700 shares,1767,600 shares,1436,654,300 shares and 1347.78 shares respectively. The amounts involved are 239 million yuan, 654.38+62 million yuan, 80 million yuan, 65 million yuan, 6 1 10,000 yuan, 56.35 million yuan and 40 million yuan respectively.

This time, Taikang Life Insurance invested 45 million yuan and was finally allocated 994,300 shares. Individual investors Wei Wei,, and received 2,209,500 shares,/kloc-0.3257 million shares and 883,800 shares at 6,543.8+0.00, 60,000 and 40,000 respectively.

Among individual investors, Niu Wei and Li have appeared frequently in listed companies recently.

65438+February 65438+On the evening of February, Bozhong Seiko announced the results of the increase. Including many institutions, Wei Wei got the most shares, with a capital contribution of 250 million yuan, making it the sixth largest shareholder of Bozhong Seiko.

According to the results of the fixed increase announced by Liang Shuang Energy Conservation in August, Wei Wei also got the most shares with a total investment of 468 million yuan. After the issuance, Wei Wei became the fourth largest shareholder of Liang Shuang Energy Conservation.

In June 1 1, Xiangdian shares announced the results of the fixed increase, and "old friend" Li was allocated shares. At the end of the first quarter of this year, Li was the tenth largest tradable shareholder of Xiangdian, rose to the fifth largest tradable shareholder at the end of the second quarter, and withdrew from the top ten tradable shareholders at the end of the third quarter.

In this fixed increase of Suwen Power, all five products of Huatai Asset Management were allocated 883,800 shares, and Huatai Asset Management was allocated 44 1.89 million shares, with a total investment of nearly 200 million yuan.

After sorting out, donghai securities, Taikang Asset Management, UBS Group AG, individual investors, listed companies Jianfa, Blue Ocean International Investment Co., Ltd. and Changzhou Investment Group were all allocated 883,800 shares, each contributing 40 million yuan.

Through equity, Blue Ocean International Investment Co., Ltd. is wholly owned by Chinese Media, a listed company, mainly engaged in equity investment in the primary market, involving chips, biomedicine, food and other fields.

By the end of the third quarter, the top ten shareholders of electric power were: Qin, Shi Xiaobo, Changzhou Nengchuang Enterprise Management Consulting Partnership (Limited Partnership), Changzhou Nengcheng Enterprise Management Consulting Partnership (Limited Partnership), * * Qingcheng Deying Investment Management Partnership (Limited Partnership) and UBS Rayleigh Flexible Allocation Hybrid Securities Investment Fund (Limited Partnership).

The announcement pointed out that after the issuance of new shares and the completion of share registration, the ranking of the company's top six and tenth largest shareholders remained unchanged, the seventh largest shareholder was ceded from Li Chunmei to Wei Wei, Li Chunmei retired to the ninth largest shareholder, and the eighth largest shareholder was changed to Caixin Fund's single asset management plan. At the same time, SDIC UBS Rayleigh flexibly allocated hybrid securities investment fund (LOF) and Renren Life Insurance Co., Ltd.-traditional products withdrew from the top ten shareholders of Suwen Power.

Many institutions are born in energy storage and photovoltaic?

Suwen Power was established in April 2007 and officially landed on the Growth Enterprise Market in April 20021. It is an one-stop (EPCO) brand service provider with power consulting and design business as the leading factor, covering power consulting and design, power engineering construction, power equipment supply and intelligent power service business. It is also the concept of energy storage and photovoltaic concept stocks.

Judging from the past investment direction and industrial layout, many investors seem to be inclined to the concept of energy storage or photovoltaic provided by Suwen Power.

Niu Sanwei invested heavily in Liang Shuang Energy Conservation, which is the leading supplier of energy-saving photovoltaic core equipment and photovoltaic new energy materials in the industry.

Li's optimistic Xiangdian shares began to lay out wind power business in 2006. It is reported that Xiangdian has produced 1MW/ 15MJ energy-saving energy storage system in flywheel energy storage business. On the platform of investor interaction, Xiangdian shares revealed that it is currently jointly developing 20MW offshore wind turbines with relevant units.

CDB, which participated in the fixed increase, previously disclosed three business segments in official website, namely, supply chain operation, real estate development and industrial investment. In the industrial investment sector, Jianfa and Qingyuan invested in the establishment of Xiamen Jianfa Qingyuan New Energy Co., Ltd., holding 80% and 20% respectively. The company's main business is the investment and operation of distributed photovoltaic power plants. In addition, Jianfa and Ningpu Times each invested 50% to establish Jianfa Ningpu Times New Energy Technology (Fujian) Co., Ltd., relying on the customer resources of Jianfa and the ecological advantages of power exchange in Ningpu Times, focusing on the ecological service business of new energy commercial vehicles.

According to statistics, as of June 65438+February 65438+March, Suwen Electric Power conducted 27 surveys during the year, and 466 institutions participated in the survey activities.

165438+1On October 29-30, Suwen Electric Power held two institutional research meetings by teleconference, with the participation of harvest fund, CCB Fund, HSBC Jintrust, BOC Fund, China Post Fund, Soochow Fund, Taixin Fund and Changxin Fund.

In the research activities, regarding the investment of raised funds and the subsequent capital operation, Su Wen Power indicated that the first phase of the fund-raising project, Intelligent Electrical Equipment Base, covers an area of 65,438+000 mu. Considering the high growth of the company's business in the future, capital market financing will become the normal state of enterprises. There will also be R&D and manufacturing of inverters and energy storage in the future, and enterprises will mainly lay out the industrial chain at the customer end.

As the fund-raising projects include the direction of energy storage research and development, aiming at the planning of the company's energy storage sector, Su Wen Power introduced that the company is mainly engaged in the construction and operation of EPC energy storage projects and large-scale energy storage projects for industry and commerce, among which industry and commerce are more sensitive to changes in electricity prices. At present, the company's EPC business covers more than 4,000 users, electricity sales business covers more than 1.500 users, and the annual electricity consumption exceeds 654.38+0 billion. In the case of large power fluctuation, the market space of energy storage business is large. In addition, the electricity sales market was quickly liberalized. In terms of energy storage development and ECP business for 5,000 customers, the company has rich experience in large-scale energy storage projects and has certain priority in energy storage products.

The energy storage track is getting hotter and hotter, and many public offerings are competing for voice and layout. Suwen Power is also favored by listed companies. By the end of the third quarter, among its top ten tradable shareholders, Public Offering of Fund occupied 6 seats.

Among them, SDIC UBS Rayleigh Mix (LOF)A, Rich Country Value Advantage Mix, Guangfa CSI Infrastructure Project ETF, China Growth Enterprise Market Two-year Fixed Mix, Harvest Advanced Manufacturing Stock, and China Post Flexible Configuration Mix ranked first, third, fourth, sixth, seventh and ninth among the top ten shareholders of Suwen Power respectively.

In addition, the data at the end of the first three quarters showed that Public Offering of Fund occupied seven seats among the top ten tradable shareholders of Suwen Power.