Reporter | Zhao Yangge
From the statistical point of view, the number of companies in the weekly meeting rebounded rapidly after the Spring Festival. Since 8 of the 9 meetings passed last week, 14 companies have actively prepared for the war this week, including a brokerage company, Dongguan Securities.
GEM: Asian fishing ports are denied
On last week's GEM, a total of 3 broke through, but the Asian fishing port did not meet the issuance conditions, listing conditions or information disclosure requirements, and became a runner.
Source: GEM website
It is reported that the main business of The Asian Fishing Port is the research and development, sales and distribution services of standardized fresh catering ingredients, and is a brand supplier of fresh catering ingredients, and its products are mainly deep-processed and primary-processed products of quick-frozen seawater. At the meeting, the regulatory authorities raised sharp questions about some of the company's situations, such as the compound growth rate of the company's operating income and net profit from 2018 to 2020 are negative; the company's research and development expenses are relatively low, and the 4 invention patents it has acquired in 2013; the company has not yet achieved full circulation control; there are large capital transactions between the heads of the important subsidiaries of the primary processing business, "Haiyan" and "Haiyan", as well as customers; the gross profit margin of major foundry suppliers is low, and the net profit is negative, etc. The company has to answer more, and these have become the constraints of the folding.
In addition to the rejection of the Asian fishing port, Qingdao Sipurun Water Treatment Co., Ltd., Zhuhai Hongrui Information Technology Co., Ltd., and Jiangxi Ningxin New Material Co., Ltd. 3 companies chose to withdraw their initial offering applications.
In the new week, on February 24, the GEM Listing Committee will review the first offerings of Changzhou Building Research Institute Group Co., Ltd., Suzhou Kuaike Photovoltaic Electronics Co., Ltd., and Xi'an Xi'an Xisu Testing Technology Co., Ltd.; on February 25, Xinxiang Tianli Lithium Energy Co., Ltd. (hereinafter referred to as Tianli Lithium Energy), Hunan Hengmao Hi-Tech Co., Ltd., and Fujian Yuanxiang New Materials Co., Ltd. will be unveiled.
Among them, Tianli Lithium Energy has a financing amount of 836 million yuan, and the sponsor institution Minsheng Securities, the company is mainly engaged in the research and development, production and sales of lithium battery ternary materials and their precursors, and the products include NCM333, NCM523, NCM622, NCM811 and other series, covering almost all types of ternary materials. The company has focused on the field of small power lithium batteries for many years, and its customers include Xingheng Power, Tianneng Shares, Changhong New Energy, Haisida, Hengdian Dongci, Sunshine Power, Penghui Energy and other well-known enterprises in the field of domestic lithium batteries. According to the statistics of Gaogong Industry research institute (GGII), in the field of ternary materials for lithium batteries for electric bicycles and power tools, the shipments of Tianli lithium energy-related products in 2019 and 2020 rank first in the industry.
Science and Technology Innovation Board: Yong Silicon Electronics has been reported
This week, the Sci-Tech Innovation Board only arranged for three companies to attend the meeting, including February 22 to review Yongsi Electronics (Ningbo) Co., Ltd. (hereinafter referred to as Yongsi Electronics), february 25 to review AVIC (Chengdu) Unmanned Aerial Vehicle System Co., Ltd. (hereinafter referred to as drones), Beijing Yongxin Zhicheng Technology Co., Ltd.
About Yong Silicon Electronics, it is also a deepening plot. According to the data, the company's financing amount is as high as 1.5 billion yuan, the sponsor is Ping An Securities, mainly engaged in the packaging and testing business of integrated circuits, downstream customers are mainly integrated circuit design enterprises, and the products are mainly used in RF front-end chips, AP SoC chips, touch chips, WiFi chips, Bluetooth chips, MCUs and other Internet of Things chips, power management chips, computing chips, etc. However, some reports show that 47.1% of the company's directors, supervisors and core technical personnel, 27.3% of technical research and development personnel, and 84.21% of patent inventors are from Changdian Technology (600584. SH), JCET believes that some personnel disclosed and used the information of JCET employees as trade secrets, constituting an infringement of trade secrets, so it sued Yongsi Electronics and some employees accordingly. Will this be a roadblock for Yongsi Electronics?
In addition, the financing amount of unmanned aerial vehicles is 1.64 billion yuan, and the abbreviation "unmanned aerial vehicles" occupied by them directly indicates their main business, the company is mainly engaged in the design and development, manufacturing, sales and service of unmanned aerial vehicle systems, and is a leading enterprise in the domestic large fixed-wing long-time unmanned aerial vehicle system. The company's unmanned aerial vehicle system products include Pterodactyl-1, Pterodactyl-1D, Pterodactyl-2 and other Pterodactyl series unmanned aerial vehicle systems, with long-duration, fully autonomous multiple control modes, a variety of composite reconnaissance means, a variety of payload weapon integration, precision reconnaissance and strike capabilities and comprehensive and flexible support capabilities.
Last week, the Sci-Tech Innovation Board withdrew from the company' new vision (Jiangsu) Technology Co., Ltd. and Huimang Microelectronics (Shenzhen) Co., Ltd.
Main Board: There will be another broker meeting
In terms of the main board, on February 24, the 18th Issuance and Review Committee of the China Securities Regulatory Commission will review the five companies of Nanjing Jiahuan Technology Co., Ltd., Dongguan Securities Co., Ltd. (hereinafter referred to as Dongguan Securities), Jiangxi Sunshine Dairy Co., Ltd., China National Offshore Oil Co., Ltd., and Ningbo Huanyang New Materials Co., Ltd.
Among them, Dongguan Securities, formerly known as Dongguan Securities (Limited) Company, is headquartered in Dongguan City, Guangdong Province, with branches operating self-operated business and asset management business, as well as securities business outlets distributed in major regions of the country, and wholly owns Orient Securities Jinxin, holding Hualian Futures.
Source: Manual
From the perspective of the shareholding structure, although Jinlong shares (000712. SZ) holds the largest 40% of the shares, but the prospectus shows that the company's shareholder Financial Holding Group is a wholly-owned subsidiary of Dongguan State-owned Assets Supervision and Administration Commission, Jinxin Development is a wholly-owned subsidiary of Financial Holding Group; Dongguan State-owned Assets Supervision and Administration Commission is the actual controller of Dongguan Holdings; Dongguan State-owned Assets Supervision and Administration Commission indirectly controls 55.4% of the shares of Dongguan Securities through Dongguan Holdings, Financial Holding Group and Jinxin Development, and is the actual controller of Dongguan Securities.
In terms of new acceptance, Shenzhen Main Board newly pre-disclosed the specification of a Qingdao Zhongjiate Electric Co., Ltd., which is mainly engaged in the research and development, design, production, sales and maintenance of electrical transmission and control equipment in the field of industrial automation such as frequency conversion speed control machines, special frequency converters, special motors, electrical control and power supply products. The company's core products asynchronous frequency conversion speed regulation machine, permanent magnet synchronous frequency conversion speed regulation machine adopts an integrated integrated method to organically integrate the frequency converter and the motor, which can replace the "frequency converter + motor" split transmission mode, and has achieved outstanding results in the field of high-end transmission equipment for coal, oil and gas and engineering machinery, and has made breakthroughs in the field of high-end transmission equipment in the port and metallurgical industries.
At present, the company has become a supplier of well-known enterprises at home and abroad such as National Energy Group, China Coal Science and Industry Group, China Coal Group, Shandong Energy Group, XCMG Group, Jereh Equipment, Caterpillar of the United States, Famur of Poland, sew of Germany and so on.