Yongying Fund investigated 14 individual stocks such as Matsui Shares and Yongtai Technology

According to the public market information and the institutional research information disclosed on September 2, Yongying Fund recently conducted a survey of 14 listed companies, and the relevant list is as follows:

1) Matsui Shares (Securities Star Composite Index: 2.5 stars; P/E ratio: 92.71)

Stock highlights: manufacturer of new functional coating materials; Apple is an important partner of the company for many years, the company provides waterproof sealing silicone rings and its supporting TPU + PC transparent protective shell, silicone protective shell paint and other related products for its mobile phone products; Leading manufacturer of new functional coating materials in China; The company mainly provides customers with coatings, special inks and other multi-category systematic solutions, has a series of silicone hand coating technology, 3D glass photosensitive ink technology, passenger car lamp anti-fog resin and coating technology and other advanced core technologies; The company's products are mainly used in consumer electronics and automobiles, and have been recognized by customers such as Apple, Huawei, Xiaomi, Google, GAC, Geely and so on; Huawei is an important business partner of the company, Huawei Mate X2 mobile phone touch screen appearance plastic frame by the company exclusive supply of single coating anti-fingerprint high-gloss UV hard coating.

2) Yongtai Technology (Securities Star Composite Index: 1.5 stars; P/E ratio: 36.14)

Individual stock highlights: the company's CF (color filter film ColorFilter) photoresist products can be applied to the production and manufacture of OLED products, breaking the overseas monopoly, color filter film can be used for flexible OLED display; The company's CF (color filter film ColorFilter) photoresist products can be applied to the production and manufacture of OLED products, breaking the overseas monopoly, the company and Huaxing Optoelectronics are actively carrying out OLED and TFT-LCD CF photoresist technology research and development work, within a year is expected to achieve mass production; The construction project of OLED electronic materials with an annual output of 60 tons is under construction; The world's leading manufacturer of fluorobenzene fine chemicals with perfect product chain and production capacity; Fluorobenzene intermediates are rich in varieties, including difluoro, trifluoro, pentafluoro, hexafluorine, o-fluorine and para-fluoride and other six major product lines of nearly 100 products; Pharmaceutical products cover key fluoride-containing intermediates, pharmaceutical APIs and preparations in the fields of cardiovascular and diabetes; Pesticide products include fluorine-containing herbicides, fungicides, insecticide intermediates, etc.; Lithium batteries and other material products mainly include lithium battery materials (lithium hexafluorophosphate, lithium bisfluorosulfonimide, etc.), fluorine-containing liquid crystal intermediates, etc.

3) LONGi Green Energy (Securities Star Composite Index: 3.5 Stars; P/E Ratio: 36.53)

Individual stock highlights: the world's largest monocrystalline silicon wafer and module manufacturing enterprises; In June 2022, it was disclosed that the research and development of LONGi silicon heterojunction photovoltaic cells (HJT) once again made a major breakthrough, and the photoelectric conversion efficiency of M6 full-size batteries (274.4c㎡) tested by the Hamelin Solar Energy Research Institute (ISFH) in Germany reached 26.50%, creating a new world record for the efficiency of large-size single crystalline silicon photovoltaic cells; Global leader in monocrystalline photovoltaic products; The company is mainly engaged in the research, production and sales of monocrystalline silicon rods, wafers, cells and modules, and provides products and system solutions for the development of photovoltaic power plants; By the end of 2020, the company's monocrystalline wafer production capacity will reach 85GW, monocrystalline cell production capacity will reach 30GW, and monocrystalline module production capacity will reach 50GW; In 20 years, the company achieved monocrystalline silicon wafer shipments of 58.15GW, monocrystalline module shipments of 24.53GW, and the shipment volume ranked first in the world, of which the global market share of module products was about 19%, an increase of 11% year-on-year; In 20 years, the revenue of photovoltaic business was 54.583 billion yuan, an increase of 65.92% year-on-year, and the main business accounted for 100%; The company's monocrystalline silicon wafer production capacity is 30GW, which has been partially put into production, and the remaining production capacity is expected to be put into production in 2021; Global photovoltaic monocrystalline silicon wafer leader, launched "Longding" photovoltaic building products; In March 2021, LONGi acquired 131 million shares at a premium of 30% to strengthen the BIPV business layout.

4) Alex (Securities Star Composite Index: 0.5 stars; P/E ratio: 82.94)

Individual stock highlights: domestic non-small cell lung cancer small molecule targeted drug leading enterprises; Vometinib is the core variety of the company's R&D pipeline, which is a small molecule-targeted innovative drug independently developed by the company for the company's EGFR-sensitive mutation type and EGFR T790M resistance mutation with the highest proportion of non-small cell lung cancer, which belongs to the third generation of EGFR-TKI.

5) Hollevo (Securities Star Composite Index: 2.5 stars; P/E ratio: 78.35)

Highlights of individual stocks: high-tech enterprises with high visibility and strong competitiveness in the field of electromagnetic field simulation analysis and phased array calibration testing; Relying on the self-developed electromagnetic field simulation analysis and phased array calibration test core algorithm, the company mainly provides systems, software and services for testing and simulation in the field of radar and wireless communications, and provides phased array components and other related products; The company has become one of the main suppliers of ZTE 5G base station production line test system, and participated in many important national projects such as Chang'e-3 lunar probe, Chang'e-4 lunar probe, Beidou-2 satellite, Gaofen-3 satellite, Beidou-3 satellite, etc. With the phased array calibration test algorithm as the core, the company has rapidly developed the 5G base station test system business, and has become one of the main suppliers of ZTE 5G base station production line test system; Leading manufacturer of electromagnetic simulation and phased array testing; Committed to the independent research and development and application of industrial software, focusing on electromagnetic field simulation and calibration measurement technology, relying on the core algorithm of independent research and development, mainly for radar, communications, equipment systems to provide software and systems for electromagnetic simulation and calibration measurement, and to provide phased array products; The company offers comprehensive solutions in the field of high-frequency electromagnetic CAE simulation, including general-purpose software and specialized software.

6) Keboda (Securities Star Composite Index: 2.5 stars; P/E ratio: 65.88)

Individual stock highlights: well-known manufacturers of global automotive electronic products; The main business covers the research, production and sales of automotive lighting control systems, motor control systems, energy management systems and automotive electronic products such as automotive electrical appliances and electronics, with various types of light source controllers, mood lamp controllers, small and medium-sized motor control systems, mechatronics, solenoid valves and other products; In 21 years, the revenue of auto parts was 2.740 billion yuan, accounting for 97.62% of the revenue; Global automotive electronics manufacturers well-known manufacturers; The cooperation between the company and various new energy vehicle enterprises at home and abroad has been deepening, especially in the field of light control, thermal management system, intelligent light source in the cabin, chassis domain related technology and other product fields.

7) Hengshuai shares (securities star comprehensive indicators: 2 stars; P/E ratio: 57.75)

Highlights of individual stocks: automotive micro-motor technology solution provider, one of the earliest enterprises in China to develop automotive cleaning system products; The company is mainly engaged in the research, production and sales of vehicle motors and cleaning system products with fluid technology as the core, relying on existing motors and fluid technologies, and laying out the existing business planning into four major business units; In the field of motor technology, it is divided into motor business and electric module business; In the field of fluid technology, it is divided into driving vision cleaning system and thermal management system business; 21 years of auto parts revenue of 574 million yuan, accounting for 98.17% of revenue; The company continues to develop the application of fluid technology and motor technology in the field of new energy vehicles, new energy vehicle parts and components products include new energy vehicle thermal management system cooling manifold and electronic circulation pump; The company's thermal management system products mainly include cooling manifolds, electronic water pumps, electronic valves, expansion tanks and other products, cooling manifolds are used in new energy vehicle batteries, and have achieved stable batch supply to Sanhua Intelligent Control and Tuopu Group.

8) Shengmei Shanghai (Securities Star Comprehensive Indicator: 2 stars; P/E ratio: 110.58)

Highlights of individual stocks: top five Chinese mainland semiconductor special equipment manufacturing; The company's main products are semiconductor cleaning equipment, semiconductor plating equipment, vertical furnace tube equipment and advanced packaging wet equipment, covering wafer manufacturing and advanced packaging and other fields, customers include Hynix, Changjiang Storage, Huahong Group, SMIC and Changdian Technology; Chinese mainland top five semiconductor special equipment manufacturing; The company's main products are semiconductor cleaning equipment, semiconductor plating equipment, vertical furnace tube equipment and advanced packaging wet equipment, covering wafer manufacturing and advanced packaging and other fields, customers include Hynix, Changjiang Storage, Huahong Group, SMIC and Changdian Technology; In 21 years, the revenue of semiconductor equipment was 1.547 billion yuan, accounting for 95.46% of the revenue.

9) Puran shares (securities star comprehensive indicator: 3.5 stars; P/E ratio: 26.71)

Highlights of individual stocks: leading enterprise of domestic non-volatile memory chips; The company is mainly engaged in the design and sales of non-volatile memory chips, and has gradually formed a product matrix based on NOR Flash and EEPROM memory chips, which are widely used in various mobile phone camera modules, AMOLED, TDDI, Bluetooth headsets, home appliances and other fields; The company is one of the main suppliers of NOR Flash and EEPROM in China, covering OPPO, vivo, Huawei, Xiaomi, Lenovo, Midea, Samsung, Panasonic, HP, Seagate and other well-known end customers; Chinese mainland one of the major suppliers of NORFlash memory chips, and the domestic market is second only to GigaDevice; The company's main business is the design and sales of non-volatile memory chips, the main products include NORFlash and EEPROM two categories, the company's NORFlash products in small and medium-sized capacity (512Kbit-128Mbit) is competitive; Chinese mainland one of the major suppliers of NORFlash memory chips, and the domestic market is second only to GigaDevice; The company's main business is the design and sales of non-volatile memory chips, the main products include NORFlash and EEPROM two categories, the company's NORFlash products in small and medium-sized capacity (512Kbit-128Mbit) is competitive; In 21 years, the revenue of the integrated circuit industry was 1.103 billion yuan, accounting for 100% of the revenue.

10) Yingchao Tribute Wine (Securities Star Comprehensive Indicator: 3 stars; P/E ratio: 25.03)

Highlights of individual stocks: one of the main representative enterprises of Huijiu; The main liquor products include the ecological cave collection series, the Yingchao Venus series, the Yingchao Silver Star series, the centennial Yingchao tribute series, etc., and the ecological cave collection series is the main representative product of China's ecological liquor at present; In 21 years, the revenue of alcohol products was 4.305 billion yuan, accounting for 94.06% of the revenue.

11) Yunnan Baiyao (Securities Star Comprehensive Index: 3 stars; P/E ratio: 37.12)

Highlights of individual stocks: In April 2021, a memorandum of understanding was signed with Wanlong Holdings to form a joint venture engaged in industrial hemp-related industrial chain and supply chain related business through joint investment between the two parties, of which Wanlong Holdings contributed in cash, accounting for no less than 51%, and Yunnan Baiyao invested in assets, accounting for no more than 49%.; The company's mask business is operated by the medical device brand "Taibang" under the Pharmaceutical Division; Oral health care is one of the important strategic tracks of Yunnan Baiyao, and the market share of Yunnan Baiyao toothpaste ranks first in the industry; Constantly expand its own product matrix, through the creation of mouthwash, electric toothbrush, toothbrush and other forms and effects of the product to continuously meet the needs of consumers' increasingly personalized oral precision care.

12) Kefu Medical (Securities Star Composite Index: 3.5 stars; Price-to-Earnings Ratio: 22.4)

Highlights: The company is a leading large-scale, comprehensive household medical device enterprise in China, specializing in the research and development, production, sales and service of household medical devices; The company's existing products are nearly 10,000 kinds, complete varieties, wide coverage, covering pregnant women's medical equipment, newborn children's household medical equipment and family pension medical equipment; The company produces Helicobacter pylori self-test card, which can be self-tested at home; The company's monkeypox detection reagent has been sold in a small amount in Europe, which has little impact on the company's operating income and profit.

13) Qiaqia Food (Securities Star Comprehensive Indicator: 3 stars; P/E ratio: 24.49)

Individual stock highlights: leading brand in China's nut fried goods industry; The company mainly produces nut fried goods, baked snack foods, including Qiaqia melon seeds, Qiaqia squeaky crisp, Qiaqia small and fragrant, Qiaqia strange U flavor, bump nuts, caramel hickory blue bag series melon seeds, small yellow bags of daily nuts, yam sister yam chips and other products; The company's sales model is mainly dealers, the company has more than 900 dealer customers in China, and nearly 100 dealer customers abroad; In 20 years, the revenue of leisure food was 5.289 billion yuan, accounting for 100% of the revenue.

14) East Arrow Technology (Securities Star Composite Index: 2.5 stars; P/E ratio: 65.0)

Highlights of individual stocks: domestic large-scale automotive aftermarket product manufacturing enterprises; The company's main product categories include vehicle side bearing decoration system products, vehicle front and rear protection system products, vehicle interconnection intelligent electromechanical system products, roof loading system products and other vehicle system products; Weijie Automobile, a wholly-owned subsidiary, is mainly engaged in personalized exterior decoration in the front, and its core products cover luggage racks, foot pedals, front/rear guards, exhaust tail covers, welcome pedals (luminous or non-luminous), tail fins and other categories; In 21 years, the revenue of auto parts was 1.604 billion yuan, accounting for 98.04% of the revenue.

Founded in 2013, as of now, the asset size (all) is 262.994 billion yuan, ranking 28/189; the asset size (non-monetary) is 206.434 billion yuan, ranking 23/189; the number of funds under management is 165, ranking 28/189; and the number of fund managers is 28, ranking 35/189. Its best-performing fund product in the most recent year was Yongying Tongyi Bond C, with the latest unit net value of 1.11, an increase of 8.65% in the past year. Its latest offering is yongying CSI interbank certificate of deposit AAA index held for 7 days, the type is hybrid-partial bond, and the centralized subscription period is from September 1, 2022 to September 9, 2022.

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