The new energy and hard technology sectors of the Beijing Stock Exchange usher in Davis’s double-click. These 12 companies are worth paying attention to.
After determining the track, how do racers choose it?
If the Shanghai and Shenzhen main boards are compared to a Michelin three-star restaurant, then the Beijing Stock Exchange should be a newly popular business. Although the per capita consumption is not high, it can also give investors a new experience of making money.
Spending a small amount of money to make a lot of money is the ultimate dream of every investor. Most of the companies in the Beijing Stock Exchange are start-up types. The basic characteristics of such companies are early stage, strong growth potential and high development potential, but at the same time they are not The certainty is also great. How to select companies with real value amid uncertainty?
According to statistics compiled by Rhino Star, as of June 22, the IPOs of 64 companies on the New Third Board *** have been accepted by the Beijing Stock Exchange. The details are as follows:
Above Among the 64 IPO preparations of the Beijing Stock Exchange, we used new energy and hard technology, which are popular in the A-share market this year, as indicators, and we selected 12 players in the two popular tracks:
Let’s take a look first. Let’s take a look at the performance of various financial indicators of these 12 companies planning to IPO.
Let’s talk about the new energy sector first. There are 5 companies:
1. Funike
Engaged in cubic boron nitride (CBN) as its core of superhard materials, the main products are divided into superhard abrasives, superhard cutting tools and other superhard material products. Among them, superhard abrasives include cubic boron nitride abrasives and diamond abrasives; superhard tools include cubic boron nitride superhard tools and diamond superhard tools; other superhard material products include diamond composite sheets, cutting and grinding tools, and cultivated diamonds. Products are widely used in automobiles, aviation, steel, consumer electronics, intelligent manufacturing and fashion consumer goods and other fields.
In terms of performance, from 2019 to 2021, the company's operating income was 232 million yuan, 234 million yuan, and 321 million yuan respectively, and the net profit attributable to the parent company was 13.801 million yuan, 13.7198 million yuan, and 43.8841 million yuan respectively. , the compound growth rate of revenue in the past three years is 10.82%, and the compound growth rate of net profit is 14.67%.
Industry situation: Diamond has excellent properties such as super hardness, wear resistance, and corrosion resistance. It is a core consumable for the production of processing tools for sawing, cutting, grinding, and drilling of highly hard, brittle, and difficult-to-machine materials. . The company's products are widely used in the fields of automobiles, aviation, steel, consumer electronics, smart manufacturing and fashionable consumer goods. Downstream users include 3M, Saint-Gobain Group, Sumitomo Electric, Mitsubishi, Samsung Electronics, Sinosteel Group, China WISCO and Gree Electric, etc. Top 500 and top 100 domestic companies. Superhard materials are new materials required for industrial production and processing with extremely distinctive characteristics and are difficult to be replaced by other materials. Downstream application industries such as metal cutting machine tools, automobile industry, steel industry and new energy industry have experienced long-term and substantial growth. The terminal The rapid and stable growth of the user market will bring greater development opportunities and broad market space to the superhard composite material industry.
Specifically from the perspective of market segments, China's superhard tool market size will be 5.78 billion yuan in 2021, of which PCBN tools will dominate. The PCBN tool market size in 2021 will be 3.3 billion yuan, accounting for 57% Around; the diamond tool market size is 2.48 billion yuan.
In terms of cultivated diamonds, according to the "2021-2022 Global Diamond Industry Report" jointly released by Bain & Co. and the Antwerp World Diamond Center (AWDC, Antwerp World Diamond Center), after 2020 After the downturn caused by the epidemic in 2021, the industry as a whole will rebound in 2021. The total global diamond jewelry retail sales will be approximately US$84 billion, a year-on-year increase of 29.23%. At the same time, the entire jewelry retail industry has strong demand and a significant decline in inventory, which has affected the apparent decline of diamonds. Price increase: The average price of rough diamonds increased by 21% in 2021 (down by 7% in 2019 and 11% in 2020); the average price of polished diamonds increased by 9%.