November 16th Sea and Land Heavy Industry Up-stop Analysis: Gallium Nitride, Charging Pile, Third Generation Semiconductor Concept Hot Stock

Hailu Heavy Industry closed with a closing price of 6.25 yuan. The stock rose at 10:50, opened the limit twice, and the closing seal fund was 33.2388 million yuan, accounting for 0.83% of its circulating market value.

In terms of capital flow data, the net inflow of main funds on the day was 89.6364 million yuan, the net inflow of floating funds was 89.741 million yuan, and the net outflow of retail funds was 41.408 million yuan. A list of capital flows in the past 5 days can be found in the following table:

The stock is gallium nitride, charging pile, third-generation semiconductor concept hot stock.

The investment logic of the stock is as follows:

1. Jiangsu Nenghua Microelectronics Technology Development Co., Ltd., a subsidiary of the company, specializes in the research and development and production of composite semiconductor high-performance wafers represented by gallium nitride, and uses it to produce power devices

2. The main business of the subsidiary Hailu New Energy includes the construction and operation of new energy vehicle charging stations, the research and development of new energy vehicle charging piles and supporting equipment and technical services

From the perspective of financial situation, the third quarter report of Hailu Heavy Industry in 2021 shows that the company's main revenue is 1.438 billion yuan, up 10.64% year-on-year; the net profit attributable to the mother is 272 million yuan, down 59.23% year-on-year; the deduction of non-net profit is 169 million yuan, up 35.82% year-on-year; among them, in the third quarter of 2021, the company's single-quarter main revenue is 453 million yuan, down 0.63% year-on-year; the single-quarter net profit attributable to the mother is 138 million yuan, up 26.53% year-on-year. In the single quarter, the non-net profit was 62.372 million yuan, up 53.64% year-on-year; the debt ratio was 44.02%, the investment income was 1.8259 million yuan, the financial expense was 2.2575 million yuan, and the gross profit margin was 24.96%.

The Securities Star Valuation Analysis Tool shows that 002255) good companies are rated 1.5 stars, good prices are rated 1.5 stars, and valuations are rated 1.5 stars. (Rating range: 1 ~ 5 stars, maximum 5 stars) The stock has not been rated by an institution in the last 90 days.

This article is compiled by the Securities Star Data Center based on publicly available data and does not constitute investment opinions or suggestions, if there are any problems in the text, please contact us.