Zhenhua New Materials Co., Ltd. is a company specializing in cathode materials for lithium ion batteries. The company landed on the science and technology innovation board a year ago. According to the announcement of lifting the ban, on September 4th, 18, the company will list and circulate 20 10/00000 shares of restricted shares of the original shareholders and initial strategic allotment shares, accounting for 45.43% of the total share capital, which is 259.60% of the shares circulated before lifting the ban, and the market value of lifting the ban is about 10846 million yuan.
The lifting of the ban involves 165 shareholders, including 157 original shareholders and 8 strategic placing shareholders. Among the original shareholders, natural person shareholders are the majority; Shareholders of the first strategic placement include Contemporary Ampere Technology Co., Ltd. (300750. SZ), rural industrial investment fund of central enterprises and many other well-known corporate shareholders and company employee asset management plans.
From the performance point of view, this lithium battery company has a good growth. In the first year of listing, Zhenhua New Materials turned losses into profits, with an annual operating income of 55150,000 yuan in 202/kloc-0, a year-on-year increase of 432.07%. The net profit returned to the mother was 4,654,380,300 yuan, a year-on-year increase of 343.34%.
This year is only half a year, and the operating income has been the same as last year. In the first half of the year, the operating income was 54 1 billion yuan, up by 1, 61.09% year-on-year; The profit was even better than last year, with a net profit of 666 million yuan, a year-on-year increase of 340.92%.
In the secondary market, Zhenhua new materials fluctuated. Recently, due to the pressure of lifting the ban, the company's share price has fallen back. In the past month and a half, the share price of Zhenhua New Materials has fallen by more than 30%.
However, the shareholders who have lifted the ban still have higher returns. The latest closing price of Zhenhua New Materials is 53.90 yuan/share, which is 358.72% higher than the issue price of 1 1.75 yuan/share. Correspondingly, the first strategic placing shareholders, led by Contemporary Ampere Technology Co., Ltd., also have a floating profit of more than three times. The original shareholder's holding cost is lower, and the floating profit will be higher when the ban is lifted.
Contemporary Amperex Technology Co., Ltd., as the relevant shareholders of Zhenhua new materials industry chain, has more strategic significance, so the probability of reducing its holdings and withdrawing after lifting the ban is low. Funds with higher returns, employee asset management plans, and original shareholders have a strong demand to withdraw from profits.
A few days ago, Zhenhua New Materials revealed the company's capacity plan on the investor interaction platform. At present, the company's production capacity is at a low level in the same industry, and the total production capacity of cathode materials is 50 thousand tons/year. It is estimated that the production capacity will reach 76,000 tons by the end of 2022 and 82,000 tons in the first quarter of next year. With the construction of the third phase project in Yi Long, it is estimated that the overall production capacity of the company will reach182,000 tons in 2025.
Details of lifting the ban on the first strategic placement of Zhenhua New Materials
On the whole, there are 9 companies whose market value exceeded 654.38 billion yuan this week. Besides Zhenhua New Materials, Anjing Food (603345. SH) and Weiyuan shares have a market value of more than 6 billion yuan.
13 September, Anjing Food issued 48.8849 million fixed restricted shares, accounting for 16.67% of the total share capital, with a market value of 6.889 billion yuan.
The shareholders of Anjing Food are *** 19, all of which are well-known investment banks, including China Merchants Fund, southern fund, UBS Group AG (UBS Group AG) and JPMorgan Chase (P.MorganSecuritiesplc). These institutions usually have a strong exit demand after making profits.
The fixed issue price of Anjing Food was 1 16.08 yuan/share half a year ago, and the latest closing price was 140.92 yuan/share, with a yield of over 20%.
In terms of performance, Anjing Food grew steadily. In the first half of the year, the company's operating income was 5.275 billion yuan, a year-on-year increase of 35.47%. The net profit attributable to shareholders of listed companies was 453 million yuan, a year-on-year increase of 30.35%. Anjing Food said in an investor survey that the prefabricated vegetable plate strategically laid out by the company in advance developed rapidly, and the second growth curve began to take shape.
Details of lifting the ban on restricted shares of Anjing Food this time
Contrary to Zhenhua New Materials, Weiyuan shares, another company that has been listed for one year and the initial restricted shares have been lifted, have broken their share prices.
Weiyuan is a basic chemical enterprise. This week, 227 million initial restricted shares will be lifted, with a market value of 61.1.90 billion yuan.
Weiyuan's performance changed in the first year of listing. In the first half of this year, the company's revenue and net profit decreased 16.7 1% and 62.95438+0% respectively.
Under such performance, Weiyuan shares fell all the way after opening the daily limit at the initial stage of listing. Its latest closing price of 26.9 1 yuan/share is nearly 10% lower than the issue price of 29.56 yuan/share. The original shareholder's holding cost is lower than the issue price, so although the income is less than expected, shareholders still have the possibility of lifting the ban and fleeing.
Details of lifting the ban on restricted shares of Weiyuan Co., Ltd.
In addition, there are six companies that have lifted the ban on more than 65438+ billion shares this week, namely Jiangnan Chemical (002226. Shenzhen), GCL (0020 15. SZ), Weiyuan, Shanghai Ailu (30 1062. SZ), Zhenhua New Materials and Wei Lan Pharmaceutical (.
Six companies have more than doubled the number of shares before the lifting of the ban, all of which are restricted shares for the first time. Shanghai Ailu circulation increased by more than 4 times, Wei Lan pharmaceutical circulation increased by more than 3 times, and Zhenhua New Materials and Guoli Co., Ltd. (688 103. SH) rose more than 2 times, Weiyuan shares and He Xin Instrument (688622. SH) increased by more than 1 times. Due to the large increase of tradable shares, the lifting of the ban on restricted shares of such companies has a greater impact on their own share prices.
In terms of the types of shares released from the ban, only 3 original shareholders' restricted shares, 6 strategic allotment, 6 original shareholders' restricted shares and initial strategic allotment, 6 initial common shares and initial institutional allotment were issued, 9 private placements, 65,438+02 restricted shares and 9 common shares were issued by private equity institutions.
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