The year 2023 has passed, and the A-share new market is also bidding farewell to the old and welcoming the new, ushering in the first week of 2024.
According to the new share issuance arrangement, in the first week of 2024, Shanghai, Shenzhen and Beijing will each usher in one new stock.
What is the quality of these new stocks, and can they bear the burden of a new "good start" in Shanghai, Shenzhen and Beijing in 2024?
According to Choice statistics, a total of 5 new shares were listed in the last week of 2023. The five new stocks were red on the first day of listing, with an average increase of 13782%。
Among them, the highest increase on the first day of listing was Dali Cap, which closed up 225 on the first day of listing73%。
However, if you talk about who makes the most money, it has to be Chenyi Intelligence with a higher issue price.
Chenyi Intelligent is mainly engaged in smart remote controls and smart products for home appliances, and the company was listed on December 28 with the issuance of **4894 yuan, the first day rushed to 9588 yuan, and the income from the new is more than 20,000 yuan.
The revenue of Dali Cap and Dinglong Technology exceeded 10,000 yuan.
It is worth noting that the ten consecutive weeks of redness have also brought the new ** field in 2023 to a perfect end.
In the first week of 2024, a total of 3 new shares can be subscribed, one each in Shanghai, Shenzhen and Beijing.
Among them, on Tuesday, January 2, newcomers can subscribe to Xueqi Electric and Xidian New Energy.
On January 3, newcomers can subscribe to Yun Xingyu, a company on the Beijing Stock Exchange.
Xidian New EnergyThe main business is the research and development, design, production and sales of electrical connection products.
Xueqi Electric: ODM leader in the field of large-capacity household refrigerator manufacturing, mainly providing large refrigerators and commercial display cabinets with a volume of more than 400L for domestic and foreign brands.
Yun XingyuThe main business is intelligent transportation system integration business, intelligent transportation technology services, commodity sales and other businesses.
Xueqi Electric focuses on the subdivision of large-capacity refrigerators, and has now become the leading ODM in the industry.
Since its establishment in 2011, the company officially put into operation the first large refrigerator production line in 2012, after years of development, and a number of leading enterprises in the industry such as Midea Group, Xiaomi Group, Meiling Group, Yunmi Technology, Electrolux, Hisense Group and many other well-known brands at home and abroad have established long-term and stable cooperative relations.
According to Aowei cloud network, the company's product shipments rank first in China's refrigerator ODM market and the market of large-capacity refrigerators with a subdivision of more than 400L.
With the continuous tilt of consumers' preference for refrigerators to large-volume and multi-temperature zones and the rapid expansion of the overall cabinet market, built-in refrigerators that can reduce floor space, improve space utilization and overall home decoration coordination may be expected to usher in good development opportunities. At present, the company has developed household built-in refrigerators and has carried out preliminary promotion iterations.
According to the prospectus, the company plans to promote the continuous research and development of built-in refrigerator products through fundraising, and increase the production capacity of built-in refrigerators and large-capacity refrigerators by about 850,000 units per yearIn the future, it may be expected to expand the brand customers of kitchen appliances with built-in refrigerator products.
In terms of performance, the company achieved operating income of 16 from 2020 to 20221.4 billion yuan, 207.2 billion yuan, 192.7 billion yuan, a year-on-year increase. 41%、-6.98；The net profit attributable to the parent company was 00.4 billion yuan, 08.2 billion yuan, 10 billion yuan, a year-on-year increase. 67%。From January to September 2023, the company achieved an operating income of 169.4 billion yuan, a year-on-year change of 2050%；The net profit attributable to the parent company was 09.7 billion yuan, a year-on-year change of 3436%。
The main business of Xidian New Energy is the R&D, design, production and sales of electrical connection products, including battery connection systems and composite busbars.
Founded in 2007, the company is one of the earliest manufacturers in China to enter the field of industrial composite busbarsIn 2010, the company successfully entered the core chain of CRRC and other enterprises by participating in the domestic alternative development of composite bus bar products for Harmony EMU trains, and launched the electronic control bus bar applied to the field of new energy vehicles in 2014, further expanding to the field of new energy vehicles. In 2017, the company combined with the hot pressing process of the composite busbar to launch the hot pressing scheme battery connection system, the product has the advantages of light and thin structure and high integration compared with the traditional injection tray solution, which is in line with the development trend of lightweight and integration in the industry, and has been widely recognized by downstream customers.
Up to now, the company's composite busbar products have BYD, Farah Electronics, Westinghouse Brake, CRRC and many other well-known manufacturers at home and abroad, battery connection system products have also entered the first chain of CATL, SAIC Times, etc., and are applied to Tesla, Weilai, Ideal, Xiaopeng, Great Wall, Cialis and other automakers of hot-selling models.
According to the company's prospectus, from January to June 2023, the market share of the company's electronic control busbar market products in the field of new energy vehicles will reach more than 30%, and the market share of battery connection system products will be close to 15%, becoming one of the key manufacturers in the field of electric connection of new energy vehicles in China.
It is worth noting that Xidian New Energy is deeply bound to major customers such as CATL, and has now become one of the main suppliers of CATL battery connection systems, a leader in the downstream industry.
In terms of performance, the company will achieve operating income of 2 from 2020 to 20225 billion yuan, 82.2 billion yuan, 159.3 billion yuan, a year-on-year increase. 86%；The net profit attributable to the parent company was 02.2 billion yuan, 08 billion yuan, 15.5 billion yuan, a year-on-year increase. 31%。From January to September 2023, the company achieved an operating income of 135.5 billion yuan, an increase of 26 percent year-on-year61%；Achieved net profit attributable to the parent company of 14.3 billion yuan, an increase of 23 percent year-on-year53%。
Founded in 1997, Yunxingyu is one of the earliest enterprises engaged in the integration of highway intelligent transportation system in China, and is also one of the first companies in the industry to obtain the qualification. Since its establishment, the company's business has extended from the initial field of highway intelligent transportation to multi-field comprehensive services related to intelligent transportation.
Yun Xingyu has won the bid in the domestic highway information market, and the scale of the project ranks in the forefront of the industry all year round. According to ITS114 smart transportation statistics, in 2022, among the highway informatization projects with an investment of more than 10 million yuan in China, Yunxingyu will rank sixth in the industry in terms of the scale of winning the bid. The company has the ability to provide emergency support for major activities and the execution of complex projectsIt has undertaken major events such as the "70th Anniversary of the Founding of the People's Republic of China", "Beijing Winter Olympics", "Chengdu Universiade" and other major transportation emergency support projects, forming a strong comprehensive business support capabilityAnd through a number of complex projects in Fujian, Guangdong, Sichuan and other places, including a number of large-scale complex projects of mechanical and electrical system integration including cross-sea bridges and mountain tunnels, it has accumulated strong technical application strength.
The development of Yunxingyu benefits from the resource advantages of the controlling shareholder, the Capital Group.
It is reported that the first group is the main owner of expressways in Beijing, and there are many sections in Beijing that it has invested in, built and operated. Capital Group directly or indirectly controls Yun Xingyu 9340% of the shares, the controlling shareholder of the company;After continuous penetration, the actual controller of the company is the Beijing State-owned Assets Supervision and Administration Commission.
In terms of performance, from 2020 to 2022, the company achieved operating income of 247.2 billion yuan, 275.5 billion yuan, 239.7 billion yuan, from 2021 to 2022, its operating income will grow by 11% year-on-year47%、-12.99%；Achieved net profit attributable to the parent company of 10.7 billion yuan, 11 billion yuan, 09.9 billion yuan, from 2021 to 2022, its operating income will grow by 2% year-on-year75%/-10.40%。From January to September 2023, the company achieved an operating income of 160.7 billion yuan, a year-on-year change of -1168%；The net profit attributable to the parent company was 08.5 billion yuan, a year-on-year change of 2812%。