The leading enterprise of intelligent controller in China Engine Group, CIIC Technology (30 136 1), will start to purchase on June 4th, 165438. It is reported that the company is an early enterprise engaged in the field of off-road internal combustion power generation control in China, and has been deeply involved in this field for nearly 20 years, with strong independent research and development design capabilities. At the same time, CIIC has established long-term and stable cooperative relations with many customers at home and abroad, such as Caterpillar, Cummins, Woodward, Weichai Power, Yuchai Power, Ketai Power and Taihao Technology.
Huajin Securities believes that with the economic recovery in the post-epidemic era, the development of new infrastructure such as 5G, and the overall tightening of power supply and demand in China in 20021year, the demand for off-highway internal combustion engines is increasing, and the company is expected to benefit from the development of downstream application markets and the promotion of localization.
In addition, semiconductor silicon manufacturer Youyan Silicon Industry (688432) will start to purchase on June 5438+065438+ 10/day. It is reported that the company is mainly engaged in semiconductor silicon polishing wafers and silicon materials for etching equipment, and it is one of the first enterprises in China to realize the industrialization of 6-and 8-inch polished silicon wafers.
Among them, the company's 8-inch and below silicon wafers have passed the certification of downstream customers such as Silaway, China Resources Micro, Huawei Microelectronics, SMIC, and achieved mass supply; Silicon material for etching equipment has passed the certification of integrated circuit etching equipment manufacturers such as American customer B, Japanese CoorsTek, Korean customer C and Korean Hana. Huajin Securities said that silicon research is expected to benefit from the improvement of the localization rate of 8-inch silicon wafers and the market scale brought by the relative strength of downstream automotive electronics.
In addition, regarding the concept of innovation, there will be two new shares next week: Hongjing Technology (30 1396) and Dawning Digital Creation (872808), which will be subscribed at 1 1.2 and1.3 respectively.
According to the prospectus, Hongjing Technology focuses on providing comprehensive solutions for smart cities, and was recognized as a "new venture" by Guangzhou Huangpu District Bureau of Industry and Information Technology in February 20021year. At the same time, the company's income from new projects has maintained steady growth, which has become a new income growth point of Hongjing Technology in recent years. According to the data, in 2020 and 20021year, the income of Hongjing Technology's main new projects was 5148,600 yuan and 72,644,300 yuan respectively.
Shuguang Digital Innovation Company was established in 2002 and has been focusing on the data center field for many years. Its main products can be divided into three categories: immersed phase change liquid-cooled data center infrastructure products, cold plate liquid-cooled data center infrastructure products and modular data centers.
Open source securities said that although the company's scale is still small, considering the rapid growth of the company's scale in recent years, outstanding R&D attributes, and the steady increase of gross profit margin of products in the immersed phase change liquid-cooled data center, with the smooth progress of fundraising projects in the future, the company is expected to build deeper technical barriers on R&D and products, thus promoting performance growth.
In addition, next week's new shares will also involve concepts such as malt manufacturing and microswitch. Among them, Yongshuntai (00 1338) is a leading malt manufacturing enterprise, with the output ranking first in China and fifth in the world, and has long-term cooperation with Yanjing Beer, Zhujiang Beer, Tsingtao Beer, Anheuser-Busch InBev and Carlsberg. Tianzhen Co., Ltd. (30 1356) specializes in new PVC composite flooring; Yuan Hang Precision (8339 14) specializes in battery precision nickel-based conductor materials; Southeast Electronics (80 1359) has been deeply involved in the micro-switch field of household appliances industry.