The home market staged the "Black Friday" stock price changing the face of the arrow card home delay purchase ｜ Home Week review list

Reporter Li Kaixuan Li Beibei Beijing report

This week (September 12-September 18), the relevant stocks of the home industry showed a "high open and low" market as a whole. On the first trading day after the Mid -Autumn Festival, most of the trend of home stocks was the same as that of the broader market, and there was a slight rise. However, on September 16, the stock industry stocks fell almost collectively, Mona Lisa fell, and Zhibang Home Furnishing fell more than 7%.

In the future, the home industry will usher in many new members. The second listed company in the doors and windows industry has been released. Zhejiang Zhengte, which is "camping concept", will be officially traded next Monday. However, the old -fashioned home company's arrow home furnishings, which were released this week, postponed the distribution plan and roadshow plan.

Fall a day back a week ago

The first trading day after the Mid -Autumn Festival in the A -share decoration and decoration sector was "popular", the increase was 0.67%, and then fell on the 3rd. On September 16, the decoration and decoration sector fell 2.98%to close 445.13 points.

The decoration building materials sector also rose first, and the first trading day after the festival rose 0.88%, but on September 16, the sector fell 4.09%to close 13144.49 points. It is worth noting that on September 16th, 69 ingredients stocks in the decoration building materials sector, except for 3 flat disks, all 66 of the remaining 66 fell, and the Founded Mori Eagle Window Industry, Wrigley Home and Zhejiang were in an IPO. The status or completion of the IPO state has not yet been officially traded.

On September 16, Mona Lisa, who rose on September 16, finally closed at 15.39 yuan/share. Zhibang Home Furnishing and Gold Medal Kitchen Cabinet of Custom Home Kowloon, which fell sharply after 3 days, and the stock price returned to the opening price on September 13. In the end, Zhibang Home Furnishing closed at 24.43 yuan/share, a decrease of 7.46%; the gold medal kitchen cabinet closed at 26.33 yuan/share, a decrease of 7.42%.

In addition to Zhibang Home Furnishing and Gold Medal Kitchen Cabinet, the other members of the Nine Giants of the Home Furnishing also experienced a decline in the stock price, and none survived in the "Black Friday".

On the whole, on September 16, the stock price of the home was clearly recovered. In addition to the above -mentioned stocks, stocks including Qinglong Management, Yuexin Health, Meng Lily, etc. fell more than 6%; stocks such as Emperor Oujia, Jianlang Five Gold, and Music Homes fell more than 5%.

Arrow home furnishings delay purchase

On September 15, Wrigley Home issued an announcement that the preliminary inquiry work of the issuance was over. The issuance price of the online distribution and online distribution was 12.68 yuan/share. 20.69 times.

It is worth noting that the Arrow Card Home was originally scheduled to be purchased on September 16, but the purchase time has now been postponed to October 14, and the online roadshow originally scheduled to be held on September 15 was postponed until October 13. If it is successfully issued, Wrigley Home is expected to raise 1.225 billion yuan.

"Huaxia Times" reporter learned that Jianzai Home was one of the earliest companies in my country that entered the ceramic bathroom industry, and its main brands including Farnsha. It is reported that in the past two years, the arrow home furnishings have exerted the smart home track, and the 450 million yuan of the fundraising of the fundraising is intended to use the 450 million yuan for the production capacity technology reconstruction project of smart home products.

In terms of finance, the prospectus shows that from 2019 to 2021, the operating income of Wrigley Home was 6.658 billion yuan, 6.502 billion yuan, and 8.373 billion yuan, respectively, showing an increase in the overall. However, in 2021, the net profit of the home of Rongbai Home was 577 million yuan, which was less than 589 million yuan in 2020.

It is worth noting that the gross profit margin of the main business of the arrow home is showing a decline. From 2019 to 2021, the gross profit margin of the arrow home business business was 32.09%, 31.63%, and 30.56%, respectively. In the past two years, the price of raw materials of home products has risen significantly, which has led to rising costs in home enterprises and lack of gross profit margin. At the same time, the downside of the real estate industry has also reduced the demand for home furnishings, and there is a certain risk of the future profitability of the home furnishing industry.

Senying Window Industry is released

When Jianzai Home announced the postponement of the purchase, the Mori Window had completed the final distribution. On September 14, the Moriya Window issued an announcement that the issuance price of the GEM IPO was 38.25 yuan/share.

"Huaxia Times" reporter learned that the road to Senying Window Industry is quite difficult. After the process of transferring and second IPOs, it took 8 years to log in to the capital market. After that, the second listed company.

The prospectus shows that Senying Window is a technology company that integrates customized energy -saving aluminum -saving wooden windows. The main products include energy -saving aluminum -saving wooden windows, curtain walls and sun rooms. Data show that from 2019 to 2021, the operating income of Senying Window Industry was 728 million yuan, 827 million yuan, and 957 million yuan, respectively, with an average annual compound growth rate of about 14.6%.

At the same time, the average annual compound growth rate of the Moriying Window Industry is also very considerable at 30.12%. From 2019 to 2021, the net profit of the Senying Window industry was 76 million yuan, 127 million yuan and 128 million yuan, respectively.

In contrast, Jiayu, the first listed company in the doors and windows industry, is far less than the Morihaow Window industry. On September 16th, Jiayu shares closed at 3.82 yuan/share, a decrease of 3.29%. However, Jiayu shares started in traditional doors and windows and curtain wall business, but in recent years, there have been plans to transform to new energy business in recent years. Data show that in the first half of 2022, the net profit attributable to shareholders of listed companies was about 56.097 million yuan, an increase of 20165%year -on -year. The reporter noticed that Jiayu shares can successfully turn losses in the first half of the year. Jiayu's new energy business is mainly three major sectors of solar photovoltaic, photovoltaic and wind power EPC, and solar light heat. During the reporting period, Jiayu shares successfully signed a number of large orders, and the operating income of new energy business increased by 329.94%year -on -year to 471 million yuan.

Next week, Zhejiang, which is the main business is outdoor leisure furniture, will formally trade. According to the announcement, Zhejiang Zhengte's issuance price was 16.05 yuan/share, and the number of issuance was 27.50 million shares. According to the performance forecast, Zhejiang Zhengte is expected to belong to the net profit of about 83.7 million yuan to 92.41 million yuan by September 2022, a year-on-year increase of 3.23%to 13.97%; operating income of about 1.122 billion yuan to 1.182 billion yuan, an increase of 15.53%year-on-year to 21.70 %.

Zhejiang Zhengte will be officially traded on September 19. Qiu Liang is approaching, can Zhejiang Zhengte's stock price be performed with the "camping concept"?

Editor -in -chief: Zhang Bei Editor: Zhang Yuning

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