"Feitian Games" Giant Zhen played with a heartbeat of 23%. The 7 -day listing of Huada was three times the list of 7 days.

China Times (chinatimes.net.cn) reporter Song Jie Chen Feng Beijing reported Beijing

Recently, the semiconductor sector has risen, and Huada Nine Days (301269.SZ) on the upper reaches of the industrial chain takes this wave of air. The stock price rose steadily within 7 trading days. The issue price was 32.69 yuan/share, and the increase has reached 322%, floating in the sky.

Under this wave of market, not only the top -level tourist Xin Xia appeared twice in its dragon and tiger list. One of the prescriptions, assets quickly expanded by 275 times in less than 4 years.

7 days soaring

Although the closing of Huada's nine days on August 8, its early market opened more than 11%, and then the amplitude of 23%. According to Tonglian data, the first five securities that reached 30%of the Nine days on that day reached the Dragon Tiger List. This is the third time that it has appeared on the Dragon Tiger List since its listing. CITIC Securities Shanghai Lianyang Business Department bought 68.88 million yuan and sold 69.29 million yuan, and a institution sold 83.36 million yuan.

The commonly used seats of the top -level tourists Xinxia, ​​CITIC Securities Xi'an Suzaku Street Sales Department appeared in the nine -day seller of the Huada, sold 63.95 million yuan on the same day. On the first day of the nine days of Huada, the business department appeared on the second place of the buyer of the Dragon and Tiger List for up to 102 million yuan, and continued to buy 56.1 million yuan on August 5. Fang Xinxia has a lot of operations in operation, good at big transaction trend votes, and has a strong shot and strong style. If these operations are all the handwriting of Fang Xinxia, ​​his heavy position betting will make a lot of money.

In addition, from the data of the Dragon Tiger List, in addition to Fang Xinxia on August 8th, the first Securities Sales Department of the well -known tourism Oriental Fortune Lhasa Solidarity Road also bought five seats, bought 45.37 million yuan, and sold 35.08 million yuan.

Judging from the list of the top ten shareholders of Huada, the first phase of the National Fund appeared in it, holding 48.1928 million shares, accounting for 8.88%of the total share capital, and is the fifth largest shareholder. The prospectus shows that the Great Fund invested in the nine days of Huada as early as 2018, and has since formulated the current pattern through capital increase.

In September 2018, the Great Fund entered the China University of China for Nine Days with a capital increase of 24.09 million yuan. Based on the closing price on August 8th, in the past 4 years, at that time, 25.09 million yuan had appreciated to 6.6 billion yuan, an appreciation of 275 times. The large fund promised to be locked for 12 months after listing.

The large fund was initiated and invested by the Ministry of Finance to promote the development of the integrated circuit industry and operate in the form of a company system. Big funds, which have both roles of industrial guidance and financial investment, are regarded as the vane of the development of the semiconductor industry, and have attracted much attention to the market.

Zhang Xiaorong, dean of the In -depth Science and Technology Research Institute, told the reporter of the Huaxia Times that the large funds invested in the high -tech field. The first phase of the chip industry was focused on all aspects of the chip industry. Based on this, the emerging technology industry such as 5G and AI vehicles was added. investment.

In addition, SME Fund is the sixth largest shareholder of Huada nine days, holding 27.9427 million shares, accounting for 5.15%of the total share capital. Private equity of Shanghai Jianyuan and Quanquan Investment ranked fourth and eighth shareholders, and the LP behind it involved Shentong Metro and Aijian Group.

Or there are variables

After the stock price experience rose sharply, on August 8th, the reporter of the Huaxia Times called the Hua University Nine Days. The cumulative value of rising and falling values ​​will issue a transaction change announcement when it has reached ± 30%. At present, the company's stock price increase does not have the conditions for the announcement of the announcement, nor can it be answered the reason for the rise.

Founded in 2009, Huada focused on the development, sales and related service businesses of EDA tools. As the upstream basic tools in the field of integrated circuit, EDA is equivalent to the "brush" in the industrial chain. It is used in all aspects of integrated circuit design, manufacturing, packaging, and testing. It is one of the strategic foundation pillars of the integrated circuit industry. In semiconductors, in semiconductors The value chain is pivotal.

The company's operating income and the owner of the owner of the parent company from 2019-2021 were in a rapid growth trend. Among them, the revenue was 257 million yuan, 415 million yuan and 579 million yuan, respectively, an increase of 61.26%year -on -year in 2020, and an increase of 39.66%year -on -year in 2021; net profit was 57.15 million yuan, 104 million yuan, and 139 million yuan, of which 2020 in 2020 A year -on -year increase of 81.18%, an increase of 34.52%year -on -year in 2021.

In the first quarter of this year, driven by the growth of sales revenue mainly based on EDA software sales, the company achieved net profit of 10.483 million yuan, an increase of 64.34%year -on -year. At the same time, it is expected that net profit will be 40 million yuan in the first half of the year, an increase of 102.84%year -on -year.

CITIC Construction Investment pointed out in its research report that the nine days of Huada are the only domestic simulation full -process enterprise, benefiting from the rapid growth of the domestic EDA market.According to Ceidy Consultation statistics, the domestic EDA market size in 2020 was 6.62 billion yuan. It is estimated that by 2024, the size of my country's EDA tool market is expected to reach 11.5 billion yuan, and the compound annual growth rate of the market size in 2020-2024 is nearly 17%.The company's market share in 2020 is about 6%, and it is expected to continue to increase in the future.It is expected that the company will achieve revenue of 801 million yuan, 1.092 billion yuan and 1.458 billion yuan from 2022 to 2024, and net profit attributable to 187 million yuan, 251 million yuan and 340 million yuan, an increase of 34.4%, 34%, and 35.5%year-on-year.Zhang Xiaorong told the reporter of the Huaxia Times that international relations are tight, domestic alternative expectations have increased, and semiconductors are the core links of the science and technology industry. Now they have taken the opportunity to make up.However, the current prospect of the international situation is unclear, which will affect the confidence of the market. This increases uncertainty and variables to the development of the semiconductor sector. It may increase investment risks and depends on whether there is sufficient motivation to boost confidence.

Editor: Editor Yan Hui: Xia Shencha

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