Many listed new shares are expected to grow high in the third quarter of high -quality fundamental support high -quality support high -growth

21st Century Business Herald reporter Yangping Shenzhen Report

Recently, the third -quarter report of the A -share listed company has been released one after another. According to the data of Dongcai Choice, as of the evening of September 17, 56 listed companies have released the performance forecast in the first three quarters. Many of them are new shares listed since August. High investment value.

If the first share of portable energy storage, Huabao New Energy is expected to achieve operating income in the first three quarters of 2022, an increase of 36.59%to 81.55%year-on-year; new energy lithium power lithium can be expected to be expected to be 150 million yuan to September 2022 to September 2022 to 150 million yuan to to 150 million yuan to to 150 million yuan to to September. 180 million yuan, a year -on -year increase of 271.56%to 345.87%.

From the perspective of industry insiders, behind the high growth of new stock companies, it shows the good qualifications and high investment value of listed companies. The short -term market disturbance does not change the fundamental fundamentals of China's economy.

Multiple high -quality new shares listed

Since August, as of September 17, Shenzhen City has ushered in 37 new stocks that have completed online issuance. The 21st Century Economic Herald reporters noted that these enterprises are mostly leading companies in high -tech industries such as integrated circuits, new materials, new energy, new energy, high -end manufacturing, and biomedicine, all showing higher growth and broad development space.

Taking Tianli Lithium as an example, the company is one of the earliest companies in China that is engaged in the research and development and production of ternary materials. It has the integrated R & D and production capacity of the three -yuan material and its pre -drive body. Leading enterprise was listed on the GEM of the Shenzhen Stock Exchange on August 29, 2022.

In the past seven years, Tianli Lithium's operating income has increased from only 154 million yuan in 2014 to 1.663 billion yuan in revenue in 2021, and 7 years of revenue increased by 979.8%.今年三季度，天力锂能预计实现营业收入可达20亿元至23亿元，较上年同期增长81.42%至108.63%；预计净利润为1.5亿元至1.8亿元，同比增长271.56%至345.87%, an increase of another high compared to 2021.

The same performance of the same performance is Liech Technology. The company is one of the few equipment suppliers that can provide a full -developed and semiconductor automation test system. It is expected to be listed in late September 2022.

In 2021, Lien Technology achieved operating income of 344 million yuan and net profit of 128 million yuan. From 2019 to 2021, the company's average annual compound growth rate of operating income and net profit reached 50%and 100%, respectively. Growth.

Entering 2022, Lien Technology continued to maintain a high performance growth rate. In the first half of 2022, Lien Technology achieved operating income of 194 million yuan in the first half of this year, an increase of 46.88%year -on -year; net profit of home mother was 75.4861 million yuan, an increase of 82.10%year -on -year. At the same time, the company is expected to continue to grow in operating performance in 2022.

According to the relevant person in charge of linkage technology, the company has a wealth of product lines. The main products include semiconductor automation testing systems, laser marking equipment and other electromechanical integrated equipment, which can meet the details of different products on different craft links on the seal and testing line. Demand demand, with comprehensive service capabilities for the overall delivery and sealing and testing lines. At present, the company's main customers cover well -known semiconductor manufacturers at home and abroad and semiconductor and tested leading enterprises.

In addition, the localization of industrial control connectors listed on September 8 represented Weifeng Electronics. The net profit increased by 8%in the first half of 2022, and it is expected that the net profit in the first three quarters of this year will increase by 19%-20%; The new Little Giant Xinde New Materials, the net profit of 9%in the first half of 2022, is expected to increase by 9%-18%in the first three quarters of this year. It is expected that the largest domestic respiratory machine component and artificial implanted cochlear cochlear component manufacturer, which will be listed in October, will have a good medical treatment for manufacturers of cochlear cochlear components. In the first half of 2022, net profit increased by 40%, and the net profit in the first three quarters of this year is expected to increase by 14%-31%.

Performance is highly attracted to the institution with high attention

Under the performance of good fundamental support and high growth, these new stock companies have received widespread attention from the market, and their investment value has also attracted the agencies.

Taking Huabao New Energy, which is about to be listed on the GEM on September 19, the company is mainly engaged in the research and development, production and sales of lithium battery energy storage products and its supporting products. power Bank. Its shipments and sales scale in portable energy storage products in 2020 ranked first in the world, accounting for 21%of the market share.

From 2019 to 2021, Huabao New Energy achieved revenue of 319 million yuan, 1.07 billion yuan, and 2.315 billion yuan. Among them, the income of portable energy storage products accounted for about 80%of revenue for three consecutive years, with an average annual compound growth rate of 171.1%; net profit was 36 million yuan, 234 million yuan, and 279 million yuan, a year -on -year increase of 1031.95%, and a year -on -year increase of 1031.95%. 541.43%and 19.46%.

At the same time, Huabao Xinneng expects operating income from January to September 2022 to 2.11 billion to 2.804 billion yuan, a year-on-year increase of 36.59%-81.55%; net profit is expected to be 213 million yuan to 292 million yuan, a year-on-year increase of 0.11%-36.94 %. In this IPO, Huabao Xinneng set a issuance price of 237.5 yuan/share, with a issuance of 24.5417 million shares, with a total of 5.595 billion yuan of raised funds. The company's fund -raising projects include the expansion of portable energy storage products, research and development center construction projects, brand data center construction projects, and supplementary mobile funds.

From the perspective of industry insiders, the price of the capital market for new shares is based on medium and long -term logic. Huabao's new energy performance is stable, and the future prospects of energy storage can be expected. Therefore, it is given a higher valuation and premium. Growth and future development space.

"In the future market competition, Huabao Xinneng's brand and channel advantages have opened up the gap with existing participants, and more dense product matrix, local industrial chain and the cost advantage brought by independent production will be expected to become a company At the medium -term competitive advantage, the pursuit time difference between competitors is opened. In the future, the concentration of portable energy storage industry is expected to rise. Companies with brands, channels, and supply chain advantages will be expected to increase. Mid -term competitiveness is expected to bring the time difference between competitors' catch -up. We expect that the company's leading position is expected to maintain stability. "Tianfeng Securities analyst Sun Xiaoya said.

Huafu Securities also pointed out that "Huabao Xinneng Comparison Company (Paineng Technology, Cosida, Gudewei, Yuneng Technology, Penghui Energy) as of September 9, 2022 corresponding to the 22 years of the 22 -year P / E ratio is 86 times, Benefiting outdoor portable energy storage demand is high -speed growth, the market prospects are broad, Huabao Xinneng can resonate, deeply deployment of domestic and overseas markets, and the profit of the to C market is better.

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