1, Zheng Tong Electronics
In response to the daily limit, the company will further lay out the "east calculation and west calculation" in Shaanxi.
abstract
Songta Finance learned that on February 22nd, Zheng Tong Electronics (002 197. SZ) responded to the media that the company has no IDC project in Shaoguan data center cluster, and the stock price fluctuation may be affected by policy factors, and the market is hot. "At present, we have laid out seven data centers in Shenzhen, Guangzhou, Dongguan and Changsha. IDC is the company's main business, accounting for about. The company's project has gone to the west, and it has been invited to bid for the 1 building in Shaanxi. In the future, further planning will be made according to the order, and computer rooms will be built, cabinets or servers will be installed. "
In the last two trading days, Zheng Tong Electronics has been connected to the second board.
scientific popularization
IDC, the Internet data center, refers to complete equipment (including high-speed Internet access bandwidth, high-performance LAN, safe and reliable computer room environment, etc. ), professional management and perfect application service platform.
interpret
"Counting east and counting west" has become popular recently. /kloc-Since February, 2008, wind's "East Digital West Digital Index" has increased by as much as 20.45%. The main business of Zheng Tong Electronics is IDC, which is a concept stock of "calculating east and calculating west". Zheng Tong Electronics is located in Shenzhen and Guangdong-Hong Kong-Macao Greater Bay Area, and Greater Bay Area, Hong Kong, Macao and Taiwan are the national computing hub nodes in the planning of "East Computing and West Computing". Zheng Tong Electronics responded that "the company's projects are already going west", indicating that the company meets the strategic requirements of "calculating the east and calculating the west".
According to the data of the High-tech Department of the National Development and Reform Commission, most data centers in China are located in the eastern region. Due to the increasing shortage of land, energy and other resources, it is difficult for the eastern region to continuously develop data centers on a large scale. The western region of China is rich in resources, especially renewable energy, which has the potential to develop data centers and undertake the demand for computing power in the east.
Shaoguan data center cluster mentioned in the company's reply is one of the national data center clusters in East-West computing planning. A few days ago, the National Development and Reform Commission issued a document jointly with several departments, agreeing to start the construction of national computing hub nodes in Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, Chengdu-Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and at the same time planning to set up 10 national data center clusters.
Among them, 10 national data center cluster includes:
Beijing-Tianjin-Hebei (1): Zhangjiakou data center cluster;
Yangtze River Delta (2): the data center cluster of the Yangtze River Delta Eco-Green Integration Development Demonstration Zone and Wuhu data center cluster.
Greater Bay Area (1): Shaoguan cluster.
Chengdu-Chongqing (2): Tianfu data center cluster and Chongqing data center cluster.
Guizhou (1): Gui 'an Cluster.
Inner Mongolia (1): Helinger Cluster.
Gansu (1): Qingyang cluster.
Ningxia (1): Zhongwei cluster.
Recent performance of related enterprises
Zheng Tong Electronics is expected to realize a net profit of 36.3334 million yuan to 45.465438+0.68 million yuan in 20021year, with a year-on-year increase of 65.438+000% to 65.438+050%.
2. Huayang International
The company was recently recommended by four brokers in the upstream of the prefabricated building station.
abstract
Songta Finance learned that after the Spring Festival, "prefabricated buildings" stood on the tuyere. From February 7 to February 22, the index range of "prefabricated buildings" of Tongda letter increased by over 15%.
Since mid-February, brokers have recommended many stocks. Including China Architecture, Guanglianda and Huayang International. Among them, Huayang International was recommended by four brokers. The data shows that from February 18 to February 22, the highest increase in Huayang International Zone was 18.45%.
scientific popularization
Assembled building refers to a building that transfers a lot of field work in traditional building methods to factories to manufacture building components and accessories (such as floors, wallboard, stairs, balconies, etc.). ) in the factory, transported to the construction site, assembled and installed on site through reliable connection.
Vigorously developing prefabricated buildings can solve the problem of "pollution in construction industry and shortage of construction workers"
At present, prefabricated buildings are mostly used for affordable housing and public buildings invested by the government.
interpret
By combing the research reports of brokers, it can be found that brokers believe that Huayang International is the leader of prefabricated building design, and its R&D achievements, technical level and volume scale of representative projects are in the forefront of the industry. The operation scale of prefabricated panels is expanding rapidly, and the orders are increasing. In the future, the comprehensive advantages are remarkable in the order contracting of affordable housing projects. It is expected to continue to benefit from the high prosperity of affordable housing and prefabricated buildings in the future.
Previously, Long Yufeng, vice president of Huayang International Design Group, said that according to the industry research conducted by the company in Beijing, Shanghai, Shenzhen and other places, the existing prefabricated buildings are mostly government-invested affordable housing and public buildings.
Essence Securities believes that the Ministry of Housing and Urban-Rural Development has proposed that during the "14 th Five-Year Plan" period, the proportion of new affordable rental housing in the total supply of new housing should strive to reach more than 30%. The "14th Five-Year Plan" for public services clearly states that during the "14th Five-Year Plan" period, 40 key cities initially plan to add 6.5 million sets (rooms).
Essence Securities said that the application of prefabricated building technology in affordable housing has favorable conditions in policy and technology, and the rapid advancement of affordable housing construction will contribute to the development of prefabricated building industry. Huayang International is a leader in the design and construction of affordable housing in Shenzhen. Long-term participation in the formulation of design standards for affordable housing in Shenzhen, undertaking the design of several affordable housing projects and EPC projects in Shenzhen, establishing a long-term close cooperative relationship with government agencies, developing an affordable housing product system based on assembly technology and putting it into use in the projects.
Recently, prefabricated buildings are hot, and bull stocks are frequent in the plate. Zhejiang Jiantou, the first demon in the Year of the Tiger, also comes from the popular concept of prefabricated buildings. Recently, it achieved the daily limit of 1 10, becoming the strongest demon stock in the two cities in the Year of the Tiger. According to public information, Zhejiang Jiantou is the first batch of prefabricated building industrial bases in China, and now has 16 specialized production bases in construction industrialization, which can provide the whole industrial chain services integrating prefabricated building design, component production and prefabricated building construction.
Recent performance of related enterprises
In the third quarter of 20021,Huayang International's main revenue in a single quarter was 785 million yuan, up 45.71%year-on-year; The net profit attributable to the mother in a single quarter was 76 12. 1 1 ten thousand yuan, up by 7.83% year-on-year.
3. Spring Airlines
The company plans to buy back shares at a price of 50 million yuan-65.438+0 billion yuan.
abstract
Songta Finance learned that on February 22nd, Spring Airlines (60 102 1. SH) It is planned to use its own funds to buy back the company's shares through centralized bidding, with the total amount of repurchase funds not less than RMB 50 million and not more than RMB 654.38+0 million, and the repurchase price not more than RMB 58 yuan per share. The repurchase method is centralized bidding transaction, and the purpose of repurchasing shares is intended to be used for the implementation of the company's employee stock ownership plan. The repurchase period shall not exceed 2 months from the date when the board of directors deliberates and approves the repurchase plan.
scientific popularization
Stock repurchase is usually regarded as a measure to stabilize prices, which means that listed companies buy back a certain number of shares issued by their own companies from the stock market in cash and other ways. Generally speaking, it can be cancelled after repurchase, and can also be used to implement employee stock ownership plan or equity incentive plan. The former is more friendly to small and medium investors.
Centralized bidding includes call auction and continuous bidding, which can be understood as a trading mode similar to that of ordinary investors.
interpret
The repurchase plan is favorable. As of the close of February 22nd, Spring Airlines reported 55.24 yuan/share, and the repurchase price of Spring Airlines did not exceed 58 yuan/share, which was higher than the current price. The company has some sincerity. However, the number of repurchases this time is relatively low, accounting for only about 0. 19% of the company's total share capital, and all the repurchases are used for the employee stock ownership plan, so the final total share capital will not decrease, that is, the final investor's earnings per share may not increase if the company's net profit returned to its mother remains unchanged.
Repurchase usually means price stabilization measures. 202 1 year-to-date, the share price of Spring Airlines has fallen by 19.78%.
Previously, Spring Airlines expected to achieve "meager profit" in 20021year, but if "non-recurring gains and losses" such as financial subsidies were deducted, the non-net profit attributable to Spring Airlines was a loss of 70 million yuan to a loss of 654.38+300 million yuan.
According to Songta Finance, among a few profitable airlines, the low-cost positioning of Spring Airlines and Jiuyuan Airlines is more prominent in the epidemic. Mainly involved in financial support, tax relief, financial credit and so on. Local governments have also increased their support in operating subsidies and aviation subsidies.
202 1 year is a year of general losses in civil aviation. According to the latest investigation report on the operating conditions of profitable civil aviation enterprises in 20021year issued by the General Department of the General Administration of Civil Aviation, the annual loss of China civil aviation industry in 20021year reached 84.3 billion yuan.
The International Air Transport Association predicts that in 2022, the air traffic volume will reach 93% of the pre-epidemic level, and it is expected to reach 3.4 billion passengers, which is only equivalent to 20 14.
Anxin Jiao Yun believes that the worst period of the epidemic has basically passed, and with the strengthening of vaccination and the promotion of specific drugs, the suppressed travel demand will gradually recover. Market-oriented reform of civil aviation fares opens up flexible space for price increase. The deterministic inflection point of supply and demand is superimposed on the upward fare, and aviation is expected to usher in a round of growth cycle.
Recent performance of related companies
The company expects the net profit attributable to shareholders of listed companies in 20021year to be 35 million yuan to 52 million yuan;
The company estimates that the net profit attributable to shareholders of listed companies in 20021year after deducting non-recurring gains and losses will be-1.300 million yuan to-70 million yuan.
4. Health care in Ji Min
Company performance report: 202 1 net profit increased by 2205% year-on-year.
abstract
Songta Finance learned that Ji Min Medical (603222. Sh) It was announced on February 22nd that the total operating income in 200211070,000 yuan, up by 26.14% year-on-year; The net profit attributable to shareholders of listed companies was 65.438+0.47 billion yuan, a year-on-year increase of 2205.39%. The net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 1. 1 1 billion yuan, up 393.82% year-on-year; The owner's equity attributable to shareholders of listed companies was 65.438+0.238 billion yuan, an increase of 43.438+0% over the end of last year.
scientific popularization
The main business of Ji Min Medical includes three business segments: infusion, medical devices and medical services. Jumin Bio, a wholly-owned subsidiary, is an OEM manufacturer of safety needles and safety syringes of RTI Company in the United States.
interpret
The 2205% increase in the company's net profit was mainly due to the low net profit base in 2020, while the reason for the low base last year was the existence of "non-recurring gains and losses".
In 2020, the company's net profit was only 6,397,200 yuan, which was mainly caused by the litigation loss accrued by the subsidiary Ezhou Second Hospital, the loss of goodwill impairment and fair value change of Yuncheng New Friendship Hospital, and the credit loss accrued by the share repurchase funds receivable from Zhao voters. The total non-recurring profit and loss is-70,665,438+0,000 yuan.
Simply put, in 2020, the company suffered credit losses caused by litigation, goodwill impairment and share repurchase, and its net profit directly decreased by 70 million yuan. Therefore, as long as it operates normally this year, the net profit will increase substantially year-on-year.
In 20021year, the company's net profit was 65.438+0.47 billion yuan. Although the repurchase of under-employed shares, the loss of goodwill of Ezhou Second Hospital and the change of fair value of transactional financial assets were included, some litigation losses confirmed by Yuncheng New Friendship Hospital in the early stage and rushed back to Ezhou Second Hospital were also disposed of, and the non-recurring gains and losses after mutual deduction were 6,543,800 yuan+0,448 yuan.
According to the company, the main reason for the sharp increase in performance in 20021year is the sharp increase in safety syringe business. Jumin Bio, a wholly-owned subsidiary, is an OEM manufacturer of safety needles and safety syringes of RTI Company in the United States. The annual sales volume of safety syringes was about 600 million, and the net profit was 654.38+52 billion yuan, up 654.38+093.438+0% year-on-year.
It is reported that most of Ji Min's medical safety syringe products are exported, and it is the only company authorized by RTI in China to manufacture and sell this product in China. At the end of last year, four new production lines were put into production one after another, and the current production capacity has increased to 70 million units/month. Upon inquiry, the unit price of syringes is only 0.6 yuan/piece, and the income of syringes is only 42 million yuan/month under the condition of full production every month.
On February 18, some investors inquired about Ji Min Medical on the interactive platform. Does the company plan to continue to expand production this year? Do you sell them in China?
Ji Min Medical replied that the company is currently in a state of full production and sales, and will determine further expansion plans according to various factors. 202 1 has been promoted and sold in the domestic market.
Recent performance of related enterprises
Ji Min Medical's operating income in the third quarter of 2002/KLOC-0 was 3.207 billion yuan, up 5.615% year-on-year; The net profit attributable to shareholders of the parent company was 376.3 million yuan, a year-on-year increase of 66.35%.
5. Jiangxi Copper Industry
The company's holding subsidiary, Jiangtong Copper Foil, plans to be split and listed.
abstract
Songta Finance was informed that on February 22nd, Jiangxi Copper (600362. SH) It was announced that the board of directors agreed to plan the spin-off and listing of Jiangtong Copper Foil, a holding subsidiary.
Jiangtong copper foil is mainly engaged in the research, development, production and sales of various high-performance electrolytic copper foils. The main products are classified by application fields, including electronic circuit copper foil and lithium battery copper foil.
scientific popularization
Copper foil is one of the auxiliary materials in the production of anode materials for lithium batteries.
interpret
On the occasion of the high prosperity of copper foil, it is a great advantage for Jiangxi Copper to plan the listing of its holding subsidiary, Jiangtong Copper Foil. However, it should be noted that there may be overcapacity in copper foil around 2023.
According to public information, in June 5438+10, Jiangtong Copper Foil successfully completed the industrial and commercial change registration of capital increase and share expansion, marking the successful completion of the mixed ownership reform of Jiangtong Copper Foil. Generally speaking, the completion of mixed reform is considered as a step before preparing for listing.
If the spin-off is successful, it will help to strengthen the competitive position and advantages of Jiangtong copper foil in the professional field. At the same time, Jiangxi Copper Company still holds most shares of Jiangtong Copper Foil, and its financial status and profitability will still be reflected in the financial statements of Jiangxi Copper Company.
The rapid increase in the penetration rate of new energy vehicles has greatly boosted the incremental demand for lithium batteries. Copper foil is the first choice for negative current collector of lithium battery. Because the sales of downstream new energy vehicles continue to explode, the supply and demand of copper foil for lithium batteries are tight.
However, due to the booming demand, many companies have expanded their copper foil production capacity in recent years.
According to the research report of CITIC Securities, the worry about the oversupply of copper foil for lithium batteries in the future is the main contradiction in the copper foil plate at present. It is expected that the capacity jump of lithium battery copper foil will appear in 2023.
According to the insiders, since the time period for expanding production and building factories is about 1.5 years, according to the current growth rate of new energy vehicles, there may be an inflection point between supply and demand at the end of 2022. Overcapacity in 2023 will be a problem facing the whole industry.
Recent performance of related enterprises
Jiangxi Copper expects the net profit attributable to shareholders of listed companies in February 20021year to be 5.22 billion yuan-59.1600 million yuan, an increase of 2.900 billion yuan-3.596 billion yuan, an increase of 65.438+025%-656.
6. Aoshikang
The company's annual net profit was 505 million, up 44.6 1% year-on-year.
abstract
Songta Finance was informed that OSK (0029 13. SZ) released the performance report on February 22nd, and the company achieved an operating income of 4.438 billion yuan in February 20021165438, a year-on-year increase of 52.48%, and the average operating income growth rate of the semiconductor and component industries was 37.66%. The net profit attributable to shareholders of listed companies was 505 million yuan, up 44.6 1% year-on-year, and the average net profit growth rate of semiconductor and component industries was 82.05%.
scientific popularization
Oscom is mainly engaged in research and development, production and sales of high-density printed circuit boards.
Printed circuit board is the key electronic interconnection of electronic products, and it is the substrate for loading all electronic components.
interpret
OSKAM's performance basically meets the organization's expectations. The average forecast of OSKAM 202 1 net profit of the three institutions is 539 million yuan, up by 54.45438+0% year-on-year.
According to the company, the main reason for the increase in operating income and net profit returned to the mother is the transformation and upgrading of the company. Guangdong Xizhen Circuit Technology Co., Ltd., a wholly-owned subsidiary, was officially put into production and its production capacity was improved.
According to public information, the foundation stone of Guangdong Xizhen Circuit was laid at 20 19 1 1, covering an area of about 400 mu, with a total construction area of about 480,000 square meters and an investment of more than 3.5 billion yuan. With the goal of building an intelligent science park, it is planned to build a number of high-end intelligent production lines for printed circuit boards. After the completion of the Science Park, it is estimated that the annual output of PCB will be about 5 million square meters, extending the upstream and downstream supporting industries, with an annual output value of 8 billion yuan. It is reported that the project was partially put into operation in June, 20021.
Aoshikang once said on the investor interaction platform that the company plans to have a total production capacity of 800,000-850,000 ㎡/month +0.022 by the end of 2026, and1.5,000 ㎡/month by the end of 2022.
OSCOM's main products are PCB hard boards. 202 1 semi-annual report shows that the company's overseas business accounts for 60% and domestic business accounts for 40%. The upstream of PCB industry chain is related raw materials, mainly including copper clad laminate, prepreg, copper foil, copper ball, gold salt, dry film and ink, and the downstream is mainly in the fields of communication, consumer electronics, automotive electronics, industrial control, medical care, aerospace, national defense, semiconductor packaging and so on.
According to Prismark data, the global PCB output value shows a steady upward trend, from 48.34 billion US dollars in 2008 to 65.22 billion US dollars in 2020. With the downstream growth of 5G communication, consumer electronics and automotive electronics, it is expected to increase to 86.33 billion US dollars in 2025. The output value of PCB in Chinese mainland is $654.38+05.04 billion in 2008, $35.05 billion in 2020 and is expected to reach $46.04 billion in 2025.
The proportion of PCB output value in all countries and regions of the world is also changing, with the proportion in Europe and America gradually decreasing and the proportion in Asia gradually increasing. In 2020, the proportion of Chinese mainland has jumped to 53.8%, ranking first in the world.
Recent performance of related enterprises
In the third quarter of OSCOM 202/KLOC-0, the operating income was 3.207 billion yuan, up 5.615% year-on-year; The net profit attributable to shareholders of the parent company was 376.3 million yuan, a year-on-year increase of 66.35%.
Step 7 work hard
The "stock god" ran away? ! Triple Board Jialitu: Linyuan Investment reduced its holdings of 553,490 shares of Kerry convertible bonds.
abstract
Songta Finance learned that on February 22nd, Jialitu (6039 12. SH) It was announced that on February 22, 2022, the company received a notice from Linyuan Investment, which sold 553,490 convertible bonds (55.349 million yuan) through the Shanghai Stock Exchange system on February 22. After the reduction, Linyuan Investment held 53,860 Jiali convertible bonds, accounting for 65,438+0.795% of the total issuance.
In addition, Jiali tried to announce the change on the same day, saying that "Nanjing Kaide Youyun Data Center Project" may not be able to complete the project on time.
scientific popularization
Convertible bonds are bonds issued by listed companies and can be converted into stocks.
Convertible bonds have the dual attributes of stocks and bonds, and there will be a certain linkage between the stocks of listed companies and convertible bonds.
There is no limit on the price of convertible bonds, but there is a temporary suspension mechanism. Suspension for 30 minutes when the price of convertible bonds reaches 20%, and until 14: 57 when the price of convertible bonds reaches 30%.
interpret
There is a linkage between the price of convertible bonds and stocks, and the rise of convertible bonds is often more violent than that of stocks in the short term. Yesterday, Kerry convertible bonds rose by 57.62% in the day. In the last three trading days, Kerry tried to connect with Yang for three consecutive days.
Lin Yuan reduced its holdings of Kerry convertible bonds in a near-clearance way. Previously, after the reduction of the convertible bonds in Linyuan, the convertible bonds fluctuated sharply.
Because of the successful investment in Maotai, the "stock god" forest garden has become a much-told story in the investment community. In recent years, its "high-profile" behavior in the convertible bond market is no less than investing in Maotai.
As early as an investment summit at the end of 20 19, Lin Yuan bluntly said: "I basically don't buy stocks now, only buy convertible bonds." He even thinks that convertible bonds face a once-in-a-decade opportunity! Since then, Linyuan has increased its investment in convertible bonds.
On 2021March 15, Linyuan reduced its holdings of Jiaao convertible bonds. Before and after he reduced his holdings, the price of Jiaao convertible bonds fluctuated greatly, and the turnover rate reached 70 1.37% that day, and then it also fell one after another.
Some markets questioned that Lin Yuan was suspected of manipulating the price of convertible bonds, but Lin Yuan claimed: "This is our normal asset allocation strategy and investment flexibility, and it does not involve any market manipulation. We will sell it when the price is right, and I will buy it when it falls to the price I think is right. "
"East calculation and west calculation" has recently stood on the cusp, and the most hard work is the concept of East calculation and West calculation. /kloc-Since February, 2008, wind's "East Digital West Digital Index" has increased by as much as 20.45%.
According to public information, the environmental control income of the data center computer room accounts for more than 90% of the company's income. A few days ago, Jia tried to respond to the media that the company is building Nanjing Kaide Youyun Data Center, which will be a demonstration project of the company. "Although the construction period was affected by the epidemic last year, it is expected to be delivered in the first half of this year." According to its introduction, the data center will have three orientations, one is the exhibition center, because its PUE value is lower than1.3; The second is the R&D technology upgrading and updating center; The third is the industrial center, which will bring business increment to itself and its partners.
News reports:
The National Development and Reform Commission, the Central Network Information Office, the Ministry of Industry and Information Technology and the National Energy Administration jointly issued a document recently, agreeing to start the construction of national computing hub nodes in Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, Chengdu-Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and plan Zhangjiakou cluster and other 10 national data center clusters. At this point, the overall layout design of the national comprehensive big data center system has been completed, and the project of "calculating east and calculating west" has been officially launched.
The research viewpoint of Huaxin Securities holds that "calculating from east to west" lays the foundation for the development of digital economy. The agency believes that a new round of scientific and technological revolution and industrial transformation is reshaping the global economic structure, and computing power has become the core productivity of the digital economy and the new focus of global strategic competition.
Recent performance of related enterprises
In the third quarter of 20021,Jardine Matheson's main income in a single quarter was 654.38+94 million yuan, down 2.41%year-on-year; The net profit returned to the mother in a single quarter was 202810.8 million yuan, down 55.0% year-on-year.
8. Trina Solar
Company performance report: 202 1 net profit increased by 53% year-on-year.
abstract
Songta Finance was informed that on February 22, Trina Solar (688599. SH) It was announced that in 20021year, the company achieved a total operating income of 44.49 billion yuan, an increase of 5 1.23% over the previous year. The net profit attributable to the owners of the parent company was 65.438+87.6 million yuan, an increase of 52.64% over the previous year; The basic earnings per share is 0.9 1 yuan. The company gained the advantages of 2 10 large-size battery module technology and products, further enhanced the market share of the company's photovoltaic products, and realized a substantial increase in operating income compared with the same period last year.
scientific popularization
In the photovoltaic industry chain: silicon materials and silicon wafers belong to the upstream of the photovoltaic industry chain, and silicon wafers are processed from silicon materials; Batteries and components belong to the middle and lower reaches of the photovoltaic industry chain. The battery chip is made of silicon wafer, and the elements are connected in series and parallel.
2 10 module is cheaper than the smaller module single tile system on the market at present, which is the mainstream direction in the future.
interpret
Trina Solar's performance is in line with previous expectations. Trina Solar's net profit attributable to the owner of the parent company in 20265438 was+87.6 million yuan. Previously, the company estimated that the annual net profit for 2002/KLOC-0 was 65,438.072 billion yuan-2.05 billion yuan. In the future, Trina Solar may benefit from the long-term improvement of photovoltaic industry, and the market share of components will be concentrated in the head enterprises, especially the trend of 2 10 size components.
On 65438+1October 2 1 day, PV Infolink, the world's authoritative photovoltaic analysis institution, ranked the global component shipments in 20021year, and Trina Solar ranked second. Among them, the cumulative shipment of Trina Solar 2 10 components exceeds 16GW, and the shipment of large-size components ranks first in the world.
In recent years, with the advantages of 2 10 large-size components gradually highlighted, its market penetration and production capacity are constantly expanding. According to the forecast of Jibang Consulting, the production capacity of large-size components will reach 349.9GW in 2022, accounting for 74.6% of the total market share, of which the production capacity of 2 10 components will reach 206.8GW, accounting for 44. 1% of the market share.
In addition, the cost pressure of component tracks may be eased in 2022.
Some photovoltaic industry analysts believe: "Last year, due to the destruction of logistics and supply chain, the price of upstream silicon materials rose sharply, which led to long-term pressure on the profits of component companies. However, with the gradual strengthening of market barriers and technical barriers, the market share of the industry is constantly gathering with head enterprises such as Longji and Trina Solar. From the perspective of domestic raw material production capacity supply, many silicon enterprises such as Tongwei and GCL-Poly are expected to release silicon production capacity by the end of 2022, and upstream raw materials are in the price reduction stage this year and next. By then, Trina Solar's 2 10 large-size component shipments and profit margins are expected to further increase. "
9. Han Laser
The holding subsidiary of the company plans to implement the employee stock ownership plan and introduce strategic investor Gao Yan Yurun.
abstract
Songta Finance learned that Han's laser (002008. SZ) announced that some directors, senior managers and core employees of Dazu Laser will directly invest in its holding subsidiary Dazu Optoelectronics. In addition, other core employees of Dazu Laser and its holding company will be the same as the investor Dianjuxian (Dazu Laser Employee Stock Ownership Platform). At the same time, some directors, supervisors and senior managers of Dazu Optoelectronics, as well as other core employees of Dazu Optoelectronics and its holding company * * *, jointly invested in Hexin Consulting (employee stock ownership platform of Dazu Optoelectronics). These employees increased their capital through Dazu Laser employee stock ownership platform and Dazu Optoelectronics employee stock ownership platform (collectively referred to as "employee stock ownership platform"), with a total investment of about 654.38+0.4 1 billion yuan. In addition, it is planned to introduce five strategic investors, namely Gao Yu Yurun, Gaoxintou Venture Capital, Shengaoxintou Zhiyuan, Xiaohe Venture Capital and CSI Investment, through capital increase and share expansion, with a total investment of no more than RMB 65,438 +0.4 1 100 million.
scientific popularization
Employee stock ownership plan means that employees in an enterprise subscribe for part or all of the company's shares, entrust the employee stock ownership association (or entrust a third party, usually a financial institution) as a legal entity for custody and centralized management operation, and the employee stock ownership management Committee (or Council) as a legal entity enters the board of directors to participate in voting and dividends.
The purpose of implementing employee stock ownership plan is to make employees become shareholders of the company.
interpret
There are many star organizations participating in this capital increase, indicating that Dazu Optoelectronics, a subsidiary of Dazu Laser, has been recognized by the head organization.
Among them, Gao Yan Yurun is a fund owned by Gao Yan, a well-known private equity institution. On the evening of July 27th, 20021year, Contemporary Ampere Technology Co., Ltd. announced that it had invested 300 million yuan in Gao Yan Yurun. The relevant announcement clearly stated that the fund plans to invest in high-tech industries such as cutting-edge technology, chips, semiconductors, solar energy, batteries, intelligent driving, AI technology and intelligent terminals. At present, Contemporary Ampere Technology Co., Ltd. holds the equity of Gao Yan Yurun 2 1.3%.
The sole shareholder of Hi-tech Venture Capital is Shenzhen Hi-tech Investment Group, which was established to solve the financing problem of small and medium-sized technology enterprises with state-owned assets in Shenzhen.
Dazu Optoelectronics is mainly engaged in research and development, production and sales of semiconductor packaging equipment.
Packaging is the post-process of semiconductor, mainly cutting qualified wafers and processing them into chips that can be connected with external devices.
There are many kinds of equipment needed for packaging, mainly including mounter, dicing machine/testing equipment, lead welding equipment, plastic packaging/rib cutting molding equipment, etc. According to SEMI statistics, in 2020, the global packaging equipment market will be 3.8 billion US dollars, accounting for 5.3% of the global semiconductor equipment market, and it has maintained a ratio of 5% to 6% every year in recent years.
The packaging equipment market is currently dominated by foreign machinery manufacturers, such as ASMPacific, K&; The revenue of S, Besi and other packaging equipment manufacturers is 5-10 billion yuan, occupying a large market share, and basically all channels have been opened. Therefore, in the field of semiconductor packaging equipment, there is a lot of room for domestic substitution.
Previously, Dazu Optoelectronics had implemented an equity incentive: on April 7, 20021,Dazu Laser announced that the company planned to implement equity incentive by transferring part of the equity of its subsidiaries. The object of equity incentive is Luo Bo, the deputy general manager of the company, Li, the representative of Hanoptoelectronics management, and the core employees of Hanoptoelectronics. The company signed the Equity Transfer Agreement with Yun Sheng Consulting Partnership (Limited Partnership) and Yun Sheng Optoelectronics, the employee stock ownership platform of Luobo, and agreed to transfer 65,438+00% equity of Hanzu Optoelectronics to Luobo and Yun Sheng Consulting at a price of 7.8 million yuan respectively.
Recent performance of related enterprises
The estimated net profit of 20021year195 million yuan to 2.05 billion yuan.
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