(Original title: Sudden positive!) 370,000 shareholders Hi: the national team big fund shot again, 1.1 billion crazy to buy chip leaders! ）
The second phase of the National Big Fund has struck again, and 1.1 billion yuan has "bought" a chip company with a market value of 36 billion, Huatian Technology.
Huatian Technology fixed increase results are released:
The second phase of the big fund was allocated 1.13 billion yuan
On the evening of the 4th, Huatian Technology's fixed increase results were released, the issue price was 10.98 yuan / share, the total amount of funds raised was 5.1 billion yuan, and the National Integrated Circuit Industry Investment Fund Phase II Co., Ltd. was allocated 1.13 billion yuan.
The announcement shows that after the completion of this issuance, the second phase of the National Large Fund has become the second largest shareholder, accounting for 3.21% of the shares!
The company said that after the completion of this offering, the company's net assets and total assets have increased by a relatively large margin, the company's asset quality has been improved, its ability to repay debts has been further improved, and its financing ability has been further enhanced. At the same time, the company's financial situation has been improved and the financial risk has been further reduced, which is conducive to enhancing the stability and anti-risk ability of the company's asset structure. After the investment project of this fund-raising project reaches production, the company's main business income and net profit will be improved, and its profitability will be further strengthened.
The non-public offering to raise funds to invest in the project is the company's main business, so this issuance is conducive to further enhancing the company's financial strength, improving the company's core competitiveness, expanding the scale of revenue, and improving the company's sustainable profitability.
As of the latest close, Huatian Technology's stock price was reported at 13.17 yuan / share, with a market value of more than 36 billion. It is worth mentioning that the big fund has invested in the stock this time, and the book has floated a profit of 20%.
According to the data, Huatian Technology was listed on the Shenzhen Stock Exchange in 2017, the company's headquarters is located in Tianshui, Gansu, the main business is the packaging and testing of integrated circuits, products are used in various electronic communication equipment, the company's product quality has passed the recognition of domestic mainstream smart phone manufacturers, and the company's production capacity has been at the forefront of the domestic packaging and testing industry.
The company is mainly engaged in semiconductor integrated circuit packaging and testing business. At present, the company's integrated circuit packaging products mainly include DIP/SDIP, SOT, SOP, SSOP, TSSOP/ETSSOP, qfp/lqfp/tqfp, qfn/dfn, bga/lga, fc, mcm (MCP), sip, wlp, tsv, bumping, mems and other series, products are mainly used in computers, network communications, consumer electronics and intelligent mobile terminals, Internet of Things, industrial automation control, Automotive electronics and other electronic machines and intelligent fields. The company's integrated circuit annual packaging scale and sales revenue are ranked second among listed companies in the same industry in China.
In the first three quarters of 2021, the company achieved operating income of 8.867 billion yuan, an increase of 49.85% year-on-year; net profit attributable to the mother of 1.028 billion yuan, an increase of 129.78% year-on-year. Among them, in the third quarter of 2021, the company achieved operating income of 3.249 billion yuan, an increase of 47.49% year-on-year; net profit attributable to the mother of 415 million yuan, an increase of 130.22% year-on-year.
The data shows that the number of shareholders of Huatian Technology is as high as 370,000
The second phase of the big fund is investing heavily in the first phase of the reduction
On the evening of November 2, North Huachuang disclosed the report on the issuance of non-public A-share shares, of which the second phase of the big fund appeared in the list of subscription targets, with a subscription amount of 1.5 billion yuan, in addition to the participation of many funds such as Southern Fund, Boshi Fund, GF Fund and Harvest Fund.
On November 3, Anji Technology announced that the shareholder National Integrated Circuit Fund intends to reduce its shareholding in the company by no more than 2%.
The first phase of the National Fund invested in Anji Technology in July 2016, with an investment amount of 109 million yuan.
Three years later, Anji Technology was listed on the Science and Technology Innovation Board. At that time, the first phase of the National Fund held 6.1446 million shares of Anji Technology, accounting for 11.57% of the company's total share capital, making it the second largest shareholder.
As the first phase of the National Fund entered the investment recovery stage, in the first half of this year, it launched the first reduction plan of Anji Technology, and finally reduced its holdings by a total of 661,900 shares, realizing 151 million to 217 million yuan. This also means that its investment costs have been recouped.
At present, the first phase of the National Fund also holds 5.4827 million shares of Anji Technology, accounting for 10.30% of the company's total share capital, and is still the second largest shareholder. Based on the closing price on November 3, the total market value of its holdings is 1.208 billion yuan.
In addition to Anji Technology, since the beginning of this year, semiconductor companies such as Gigabit Innovation, Jingfang Technology, Changchuan Technology, Changdian Technology, Rockchip Micro, and Guoke Micro have all been reduced by large funds.
Among them, on the evening of October 15, two semiconductor companies announced that the big fund intends to reduce its shares in the company.
GigaDevice announced that the National Integrated Circuit Industry Investment Fund, a shareholder holding 5.27% of the shares, intends to reduce its holding of no more than 1% of the company's shares, that is, 6.65732 million shares, by means of centralized auction transactions within 3 months after 15 trading days.
Jingfang Technology announced that the shareholder of 5.98% of the shareholder, the State Integrated Circuit Industry Investment Fund Co., Ltd., intends to reduce its shareholding by no more than 1%.
In this regard, Shengang Securities believes that at the same time as the first phase of the big fund is withdrawing, the second phase of investment is continuing to invest in the layout. The second phase of the big fund will focus on the semiconductor industry chain, focus more on the field of equipment and materials, and increase investment. The benign exit of the first phase of the big fund is conducive to the second phase of the big fund to invest funds in the weaker links in the semiconductor industry chain to create a better ecology.