Jianxin Fund investigated 14 individual stocks such as Penghui Energy and Yongtai Technology

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

1) Penghui Energy (Securities Star Comprehensive Index: 2 stars; P/E ratio: 119.91)

Highlights of individual stocks: Disclosed in July 2020, the domestic e-cigarette leader McWell is the company's e-cigarette battery customer, and the e-cigarette battery market is one of the markets that the company focuses on developing this year; According to a survey in June 2020, the company's e-cigarette battery sales in the first quarter have increased to about 20 million; Consumer digital battery products can be applied to Bluetooth speakers, Bluetooth headsets, etc., the company continues to provide TWS headphones for JBL buckle batteries, previously announced that it has entered the Xiaomi and Magic Acoustics TWS headphone battery supply chain system; The company produces and sells ETC batteries, and Genvict and Wanji Technology are important customers of the company.

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) Excellent New Energy (Securities Star Comprehensive Index: 3 stars; P/E ratio: 18.38)

Highlights of individual stocks: The company's main product bioester plasticizer is a non-toxic, environmentally friendly, degradable new plasticizer, mainly used in PVC products, plastic runways and other fields.

5) Shuaifeng Electric Appliances (Securities Star Comprehensive Index: 3.5 Stars; P/E Ratio: 14.53)

Individual stock highlights: one of the leading enterprises in the domestic integrated stove industry; Mainly engaged in the research and production and marketing of modern new kitchen appliances with integrated stove as the core, with the first laboratory recognized by the National Accreditation Committee in the integrated stove industry and industry-leading testing equipment, the product technology level is industry-leading; The company has 1204 dealers and nearly 1500 marketing terminals in the country, with a market share of 7% in 2019, and the "Shuaifeng" brand has a high reputation and reputation in the integrated stove industry.

6) Aladdin (Security Star Composite Indicator: 3 stars; P/E ratio: 56.88)

Highlights of individual stocks: Some specifications of the company's ciidofovir are in stock, and the scientific research reagents provided by the company are for scientific research activities, with the characteristics of small batches and multiple specifications, not industrial raw materials; Chimerix's brincidofovir (a precursor drug to cidofovir) is the only anti-smallpox virus drug in the world approved by the US FDA in 2021.

7) 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.

8) Huafeng Measurement and Control (Securities Star Comprehensive Index: 3 stars; P/E ratio: 38.99)

Highlights of individual stocks: the largest local supplier of semiconductor test systems in China, and one of the few Chinese semiconductor equipment enterprises that have entered the supplier system of the international packaging and testing market; The company's products are mainly used for analog, digital-analog hybrid, discrete devices and power modules and other integrated circuit testing, in the analog and mixed-signal semiconductor automated test system to achieve import substitution; The company intervened in the development of test equipment for third-generation compound semiconductor devices earlier, and the technology has been relatively mature; The largest local supplier of semiconductor test systems in China, and one of the few Chinese semiconductor equipment enterprises that have entered the supplier system of the international packaging and testing market; The company's products are mainly used for analog, digital-analog hybrid, discrete devices and power modules and other integrated circuit testing, in the analog and mixed-signal semiconductor automated test system to achieve import substitution; In 21 years, the manufacturing revenue of special equipment for semiconductor devices was 877 million yuan, accounting for 99.83% of the revenue.

9) Olin Biotech (Securities Star Composite Index: 1.5 stars; P/E ratio: 70.44)

Individual stock highlights: The company unveiled a new line of superbug vaccines in 2020, including Helicobacter pylori vaccine; Exclusive manufacturer of domestic Stecomyces aureus vaccine; The company focuses on the research, production and sales of human vaccines, and has laid out 13 products, including adsorbed tetanus vaccines, Hib conjugate vaccines and AC conjugate vaccines that have been put on the market, 5 innovative vaccines of Class 1 and 5 kinds of multivalent vaccines with broad market demand in the research products, including 3 different directions of covid-19 vaccines; The adsorption tetanus vaccine produced by the company is the only two vaccine products in China, and the AC-Hib combination vaccine and the ethnic Staphylococcus vaccine are the only vaccines in China to carry out clinical research; Exclusive manufacturer of domestic Stecomyces aureus vaccine; The company focuses on the research, production and sales of human vaccines, and has laid out 13 products, including adsorbed tetanus vaccines, Hib conjugate vaccines and AC conjugate vaccines that have been put on the market, 5 innovative vaccines of Class 1 and 5 kinds of multivalent vaccines with broad market demand in the research products, including 3 different directions of covid-19 vaccines; The adsorption tetanus vaccine produced by the company is the only two vaccine products in China, and the AC-Hib combination vaccine and the ethnic Staphylococcus vaccine are the only vaccines in China to carry out clinical research.

10) Shengmei Shanghai (Securities Star Composite Index: 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.

11) Guoanda (Securities Star Comprehensive Indicator: 2 stars; P/E ratio: 130.19)

Highlights of individual stocks: one of the main suppliers of automatic fire extinguishing systems in the domestic transportation and power grid industries; The main supplier of the domestic automotive automatic fire extinguishing product market, the core product ultra-fine dry powder automatic fire extinguishing device market share is more than 70%, long-term supporting downstream market mainstream bus manufacturers; Specializing in the research, production and sales of safety emergency products such as automatic fire extinguishing devices, mastering a number of core fire extinguishing technologies, and launching safety emergency products such as ultra-fine dry powder automatic fire extinguishing devices and transformer fixed automatic fire extinguishing systems; The Tianjin Fire Protection Research Institute of the Joint Emergency Management Department has built the largest real smoke and real fire industrial fire prevention and control technology research and test base in China.

12) Chuangyao Technology (Securities Star Composite Index: 2.5 stars; P/E ratio: 76.49)

Highlights: The company is a professional integrated circuit design enterprise, mainly focusing on the research and development, design and sales of communication core chips, and providing application solutions and technical support services; The main business of communication chip and solution business, chip layout design services and other technical services, of which the communication chip and solution business specifically includes the access network communication field, power line carrier communication field applications; The company focuses on the research and development, design and sales of communication core chips, and provides application solutions and technical support services; The company has excellent digital-analog hybrid SoC chip whole-process design capabilities, and is one of the few companies in China with large-scale core communication algorithm capabilities and large-scale SoC chip design capabilities; The company focuses on the research and development, design and sales of communication core chips, and provides application solutions and technical support services; The company has excellent digital-analog hybrid SoC chip whole-process design capabilities, and is one of the few companies in China with large-scale core communication algorithm capabilities and large-scale SoC chip design capabilities; In 21 years, the revenue of the software and integrated circuit industry was 641 million yuan, accounting for 100% of the revenue.

13) C*Core Technology (Securities Star Composite Index: 2.5 stars; P/E ratio: 96.38)

Highlights of individual stocks: The company is a chip design company focusing on the research and development and industrialization of domestic independent controllable embedded CPU technology research and development and industrialization applications, providing customers with IP licensing, chip customization services and independent chips and module products, mainly used in information security, automotive electronics and industrial control, edge computing and network communications in the three key areas; Based on independent and controllable embedded CPU technology and chip customization service experience for three key application areas of information security, automotive electronics and industrial control, edge computing and network communication, the company actively carries out the design and development of independent chips and module products; Large funds hold 6.47%; Based on independent and controllable embedded CPU technology and chip customization service experience for three key application areas of information security, automotive electronics and industrial control, edge computing and network communication, the company actively carries out the design and development of independent chips and module products.

14) Yiheda (Securities Star Composite Index: 3 stars; P/E ratio: 59.26)

Highlights of individual stocks: one-stop supplier of domestic high-quality automation components; The company specializes in the research, production and sales of automation parts, and has successfully developed a FA factory automation parts product system covering 176 categories, 1404 sub-categories, and more than 900,000 SKUs, providing one-stop supply of FA factory automation parts.

Founded in 2005, as of now, the asset size (all) is 727.195 billion yuan, ranking 13/189; the asset size (non-monetary) is 203.78 billion yuan, ranking 24/189; the number of funds under management is 246, ranking 19/189; and the number of fund managers is 46, ranking 15/189. Its best-performing fund product in the latest year was Jianxin Potential New Blue Chip Stock A, with the latest unit net value of 4.06, an increase of 17.7% in the past year. Its latest offering is the Jianxin Hang Seng Technology Index Launch (QDII) A, type QDII, and the centralized subscription period is from August 19, 2022 to September 16, 2022.

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