A number of new listed companies in Shenzhen City in the first three quarters of the first three quarters pre -shall be segmented by the leading investment value.

Our reporter Xing Meng

Recently, since August, the newly launched and the upcoming Shenzhen Corporation has disclosed the results of the previous three quarters. The performance is bright and the investment value is prominent.

It is understood that as of September 18, three companies including Tianli Lithium, Victoria Electronics, and Xinde New Materials, which were newly listed in August, have disclosed the results of the previous three quarters. Those who are Tianli Lithium are expected to increase by 271.56%-345.87%year-on-year. In addition, 4 companies such as Huabao Xinneng, linkage technology, Weite even, and beautiful medical treatment are expected to grow up in the first three quarters.

Performance has been "standard" for many years of high -speed growth

Tianli Lithium Energy Energy In the first three quarters, the estimated net profit increase increased significantly in the first three quarters

Specifically, according to public information, in terms of expected net profit in the first three quarters, among the seven companies in the aforementioned 7 companies, Tianli Lithium Energy ranks first with a growth rate of 271.56%-345.87%; The maximum growth rates of beautiful medical care and Xinde New Materials exceeded 30%; the maximum growth rate of Weifeng Electronics and Titan also exceeded 20%.

Tianli Lithium is one of the earliest companies in China that engaged in the research and development and production of ternary materials in China. It has the integrated R & D and production capacity of the three -yuan material and its pre -drive body. The company has mastered the core technology of ternary materials and front -wheel drive. It has become the leading company of small power lithium battery Sanyuan materials. Over the years, the market share has ranked first in the industry. At the same time, relying on stable product quality and performance, the company's products have entered the new energy vehicle market, and the stable supply of stable power and honeycomb energy is available.

Tianli Lithium is expected to increase operating income from January to September 2022 to 81.42%to 108.63%, and net profit attributable to shareholders of the parent company increased by 271.56%to 345.87%year-on-year. The growth rate of net profit was significantly higher than the growth rate of operating income. Essence

Tianli Lithium Energy said that due to the prosperity of the downstream market of new energy, the price of ternary materials rose sharply year -on -year, driving operating income rapidly. As the price of ternary materials continues to rise, the profit of the three yuan material has increased year -on -year, and its profitability has increased, which has driven the current net profit to increase significantly year -on -year.

Tianli Lithium can maintain high -speed growth of many years of performance. Data show that Tianli Lithium revenue in 2014 was 154 million yuan. By 2021, revenue reached 1.663 billion yuan, and 7 years of revenue increased by 979.8%.

In fact, these companies have been "standard" for many years. Typical such as Huabao Xinneng, from 2018 to 2021, the company's operating income was 205 million yuan, 319 million yuan, 1.070 billion yuan, and 2.315 billion yuan, with a compound annual growth rate of 124.18%. It was 366 million yuan, 234 million yuan, and 279 million yuan, with a compound annual growth rate of 342.65%.

Substitute the faucet agglomeration effect is highlighted

Huabao New Energy is expected to achieve a double rise

According to public information, the aforementioned 7 companies are high -quality manufacturing companies, most of which are leading companies in the industry. The industry has good prospects and great development potential. For example, the new material is the leader of the negative electrode covering material, and the linkage technology is the leader in the field of semiconductor separate device testing systems. The only leading leader in the field of microelectronics welding material tinnum.

Typical examples such as the third batch of national "specialized new 'little giants'" enterprises faithful new materials, mainly engaged in the research and development, production and sales of negative coated materials products, and actively expanding downstream asphalt -based carbon fiber production fields. Carbon -based new material supplier. After many years of accumulation, the company has a number of core technologies and processes related to the negative covering materials products. Products can meet the requirements of different lithium battery negative materials manufacturers.

Recently, the market's attention is Huabao Xinneng, which is about to be listed on September 19. Huabao Xinneng was established in 2011. The industry is the first to open up the lithium battery portable energy storage product market, and strives to create the two major global brands: the two major global brands of the portable energy storage "Jackery Electric Primary two" and the family energy storage "GENEVERSE". Leading brands in the field of energy storage vertical.

Huabao Xinneng has attracted market attention at a price of 237.5 yuan/share. Analysts believe that the pricing of new shares in the capital market is based on the medium and long -term logic. It is optimistic about the future prospect of the track storage track. Sexual and future development space is expected to grow rapidly through the release of production capacity after listing to achieve a double rise.

Tianfeng Securities Institute believes that in the future market competition, Huabao Xinneng's brand and channel advantages have opened up the gap with the existing participants, and more dense product matrix, local industrial chain, and cost brought by independent production brought by the cost of independent production Advantages will be expected to become the company's competitive advantage at the medium term, opening up the pursuit time difference between competitors.

The research report of Huafu Securities shows that Huabao Xinneng's global brand influence has continued to increase, the demand for beneficiary outdoor portable energy storage demand is high -speed growth, the market prospects are broad, the domestic overseas market is deployed, and the TOC market is more profitable. Double rise.

- END -