Time Finance pointed out that Kuaike Electronics had the highest increase, reaching 365,438+02%. Due to the excessive increase, the trading was suspended twice in the session.
On that day, the market bottomed out all day, and the three major indexes all closed up slightly. Among them, the Shanghai Composite Index rose by 0.8%, the Shenzhen Component Index rose by 0.69% and the Growth Enterprise Market Index rose by 0.45%. Straight flush data shows that the Kuaike electronic sector is all red, with the power equipment index rising by 1.58%, the photovoltaic concept index rising by 1.47% and the photovoltaic equipment index rising by 0.46%.
Public Offering of Fund people call the gratifying rise of Kuaike Electronics unexpected. However, the staff of Kuaike Electronics told Time Finance that it was normal for new shares to go public.
On the first day of listing, it soared by 267.42%, and you can earn more than 50 thousand when you sign it.
According to the announcement of the online issuance results of Kuaike Electronics, online issuance of160,000 shares, online investors abandoned 40,340 shares, accounting for only 0.25% of the total number of shares issued online. According to the calculation of 500 shares for each new shareholder, about 80 people gave up buying.
However, seeing the performance of Kuaike Electronics on the first day of listing, investors who give up buying may cry in the toilet. In gub, many investors who got off early expressed their heartache.
Time Finance noticed that many investors said that they had sold 400 shares at a price of 93.5 yuan, and all of them were sold out. I sold it for 93.5 yuan and missed a car. There are also investors who call it a demon stock, saying that 300 shares will be sold at 96.26 yuan, and the remaining 200 shares will not be sold again.
Kuaike Electronics is priced at 34.84 yuan/share. If you sell at the highest intraday price (144 yuan/share), you can earn 54,580 yuan by subscribing for new shares.
According to the data, Kuaike Electronics was established in March 2005. Is a high-tech enterprise specializing in the design, development, manufacture and sales of solar photovoltaic control and photovoltaic connection transmission systems and precision connectors. The company has two factories, located in Suzhou and Huai 'an. According to the survey, Duan Zhenggang is the ultimate beneficiary of Kuaike Electronics, with a share of 47.72%.
Previously, a private equity investor in Jiangsu told Time Finance that there were not many listed companies comparable to Kuaike Electronics. A-share listed companies are mainly Tongling shares, and there are two new three-board companies. However, because the valuation difference between the New Third Board and A shares is relatively large and the comparability is not strong, Tongling shares are the most comparable.
Time Finance noted that Tongling (30 1 168. SZ) was listed on the Growth Enterprise Market on 2021210 at a price of 39.08 yuan/share, with a price-earnings ratio of 49.67 times and earnings per share of 0.79 yuan. Compared with Tongling shares, the issuing performance of Kuaike Electronics is slightly inferior, with the issuing price of 34.84 yuan/share and the issuing price-earnings ratio of 36.07 times.
However, on the first day of listing, Kuaike Electronics performed even better. Kuaike Electronics rose by 267.42% on the first day, much higher than Tongling's 57.5%.
Outstanding performance in the first quarter of this year, the industry still has new development space.
According to the prospectus issued by Kuaike Electronics, the company's operating income in June 2022 was 248 million yuan, an increase of10/0/.71%compared with the same period of last year; Deducting the non-homecoming net profit was RMB 2,654,380+0,060,300, up 85.63% year-on-year.
Kuaike Electronics said that under the background of peak carbon dioxide emissions and carbon neutrality, the photovoltaic power generation industry has shown a booming trend, which has led to a substantial increase in the demand for upstream photovoltaic main and auxiliary materials and a rapid increase in the company's revenue; However, due to the historical high price of copper in the first quarter of 2022 and the high product cost, the profit growth rate in this period is less than the growth rate of operating income.
In contrast, Tongling's operating income in the first quarter of this year was 3,654,380,500 yuan, a year-on-year increase of 65,438+05.55%; However, the net profit returned to the mother was 65,438+0,565,438+0.4 million yuan, a year-on-year decrease of 43.53%; Deducting non-net profit was RMB 65,438+0,256,5438+0,000, down 52.08% year-on-year.
Kuaike Electronics and Tongling Co., Ltd. mainly make junction boxes. Liang Dui, a researcher on new energy and advanced manufacturing of Xinghe Fund, said that due to the low cost (about 2%) of junction boxes and connectors in the component industry chain, the technical requirements for their manufacturing are not high, and the industry barriers are weak, which also leads to junction boxes and connectors not being paid much attention to in the whole photovoltaic industry.
In the early stage of the development of photovoltaic industry, the downstream component factories did not have particularly high requirements on the performance details of products, and they mainly focused on basic conduction and bypass protection, which could be realized by most enterprises, and the competition in the industry was fierce. Liang said.
However, Liang believes that with the improvement of the power and efficiency of component products and the diversification of application scenarios, the performance requirements for junction boxes and connectors have also improved. The photovoltaic industry is facing new challenges and more high-end intelligent components have emerged. Possibility.
In the past, the proportion of single junction box was relatively high. Now more photovoltaic products and projects need more accurate and intelligent products, such as chip junction box, which can collect and monitor remote data such as current and efficiency, and improve the reliability and real-time performance of control shutdown. Therefore, in the aspects of circuit design, conductivity, reliability and intelligent monitoring of power generation efficiency. This is a change direction for the subsequent development of this industry, but it has not been rolled out on a large scale yet, but the improvement of component performance requirements is bound to increase industry barriers. Liang Xiang pointed out.
He said that in the face of new industry demand, photovoltaic module enterprises may usher in accelerated growth, and with close communication and cooperation with downstream customers, the concentration of the industry will also increase. This is reflected in the market and may bring some positive changes.
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