Market
In the news that yesterday’s opening of the north exchange continued to be weak, with a massive fall in the photovoltaic plate, the eu issued legislative initiatives yesterday to follow the example of the us wro act, which could expose the export of photovoltaic components to trade barriers in europe. In addition, according to an agency, in july-august, the sichuan electricity restrictions limited the production of large silicon plants, such as tonway, and prices remained high, with a downward trend in the rate of start-up of component plants, raising concerns in the market about the need for photovoltaics in the second half of the year. The other market-focused quinteng technology (831152), with the early-discretion boom, continued to rise sharply after noon by almost 19 per cent. By midday, 12 equities had risen, 96 stocks had fallen, and 110 stocks had been sold for $539 million. In terms of the ranking of the increase, quintai technology rose by 18. 83 per cent to the top of the list, and its share (838163) rose by 5. 45 per cent. In terms of turnover, quintai technology is at the top of the list of $141 million, and betterrey (835185) is at the top of 4. 87 million。
"new 3-board market"
On 15 september, a total of $262 million was sold in the new three-board market (225 million on the previous day of trade) and 694 stock deals (the previous value of 687). Of this amount, the innovation layer is in the order of 226 million yuan (168 million yuan on the previous trade day), the base layer of 35. 52 million yuan (57. 53 million yuan on the previous trade day) and the market transfer of 147 million yuan (8. 09 million yuan on the previous trade day). In addition, the bulk of the deal after yesterday's new three-board deal amounted to $4,736,000。
The top five trade-off rates were found to be zhua yunnet (837370), eastern century (872986), fresh cloudwood (873190), research networks (872702), and china (830982)。
On the index, on 15 september, the market index for the new three boards fell by 1. 17 per cent and received 1233. 43 points. On the plate, the three-board active index fell by 1. 51 per cent and the three-board r & d index fell by 1. 1 per cent。
Ipo north and new
Today is the day of the acquisition of new talent
The online requisition will be formally opened today at 9:15-11. 30, 13:15 p. M. On 16 september 2022. The company's distribution price was $21. 38/equity, with the former ipo having a surplus of 17. 03 times, and the post-ipo surplus of 24. 99 times。
With regard to ipo investments, the company introduced a partnership for advanced manufacturing equity investment (limited partnership) in fatty state, the fanta fund, the wahsha fund, which added $62 million to the wealth pool, the dae sung fund, the man fund, the rich countries fund, the shenzhen deer investment management enterprise (limited partnership) - the star of the rhinoceros north private securities investment fund no. 1 and dan guishun assets。
New chibaby will open for purchase on september 20th
On 15 september, news came out of the ipo battle list of xinjiang biology (430685), which introduced the kashin daecheon daechon equity investment partnership (limited partnership), hangzhou and jee investment management ltd., shenzhen city, tang gui soon asset management ltd., among others, to purchase 4. 43 million shares。
The distribution price of tianma's new material is 15 yuan/equity, with a 30. 12-fold surplus on the distribution market, and the current online requisition time is 9:15-11. 30, 13:15, code 889977, dated 20 september 2022。
The price of the first offer is 5. 66
On 15 september, a bulletin was issued by silicane technology (83507), whereby the issuer and the sponsoring agency (the main underwriter) negotiated a distribution price of $5. 66/equity, based on a preliminary offer request, taking into account the issuer's fundamentals, market conditions, comparable company valuation levels in the same industry, fund-raising needs and the risk of underwriting。
If this distribution is successful and the option of over-sale is exercised, it is expected that the issuer will raise a total of $442,7915 million。
The bulletin indicated that the number of investors involved in the preliminary request for quotations after the elimination of invalid and maximum quotations was 327 and the number of distributors was 616. The total number of requests for the remaining quotations after the elimination of the invalid and the highest quotations in the current issue was 361,822. 76 million, and the overall number of requests was 82. 58 times. The market value of the issuer is approximately rmb 1,771 million (before the option of over-sale) and rmb 1,838 million (after full exercise of the option of over-sale)。
New willing, greening technologies will meet on september 22nd
Rhinoceros news, 15 september, reported that the beijing stock exchange board was scheduled to hold its 44th review conference in 2022, on 22 september, to consider the issue of new brands (871634) and green hyena technology (870866); the members of the meeting were shin rai, jazhong, huang, who was born and who was paid。
The rhinoceros star app shows that new willing is a high-tech business specialized in spherical zinc powder, sheet zinc powder, non-standard zinc powder and a series of zinc metal deep processing products. The company's products are widely used in areas such as zinc-rich preservative paints, zinc seepage, powdered zinc plating, chemicals, coloured metallurgy and medicine。
In terms of performance, in 2019 and 2021, the income from the new willing business was 414 million yuan, 389 million yuan and 601 million yuan, respectively, and the net profit to the mother was 12. 7408 million yuan, 1. 5364 million yuan and 29. 879 million yuan respectively。
Greenen technologies is a high-tech enterprise that specializes in the development, production and marketing of pesticide products and vegetable seeds. At present, the company's pesticide products consist mainly of microbicides, herbicides and pesticides, while vegetable seed products consist mainly of eggplant fruit, melon beans, leaves and fresh corn seeds。
In terms of performance, in 2019 and 2021, the proceeds from the operation of the technology in greenhorn were rmb 277 million, rmb 329 million and rmb 386 million, respectively, and net profits to the mother were rmb 4,142. 77 million, rmb 54,4961 million and rmb 6. 269. 9 million。
"the night's important bulletin."
It's an electronic increase of $60 million to a fully-funded subsidiary
On 15 september, the news was published electronically (837821), and the company intends to recapitalize guangdong with its own funds of $6,000,000. After this replenishment, guangdong increased its registered capital from its original 60 million yuan to rmb 12 million, with 100 per cent of the company's share held before and after the replenishment。
According to the company, the company invested its own funds in guangdong, a fully-funded subsidiary, in order to improve operational efficiency and meet the financial needs of the company for its development。
[new board bulletin]
And special energy sources (873662): proposed increase of $7,198. 35 million to supplement liquidity
On 15 september, according to the information received, the base level enterprises and special energy sources (873662) disclosed a projected increase of $3. 868 million at a cost of $18. 61 per share, with a projected increase of $719. 835 million. Of these, 53 issuers, such as xiaoming shi, zheng binxia and wong xiao chamber, committed $719,835,000。
The company stated that the collection of the company's current stock issue would be used for the return of bank loans and replenishment of liquidity to the full-funded subsidiary fuku and te xinjiang energy ltd., which would effectively optimize the company's financial structure, enhance the company's capital and risk resistance and ensure its long-term viability, and that the company intended to conduct the targeted stock issue。
The company's main business is cogeneration of heat and electricity, provision of heating pipelines and solid governance services. On the performance side, the company earned $383 million in operating revenue and a net profit of $7,375,61 million in 2021。
Macro
Multisectoral: products and services such as high-temperature alloy, high-performance specialty alloy, semiconductor materials, high-performance fibres and composite materials were significantly enhanced to support focus areas in 2025
On 14 september, the executive office of the ministry of industry and information technology, the office of the state assets supervisory and management board of the state council, the office of the state market supervisory authority and the office of the state intellectual property administration issued a programme for the implementation of the “three products” of the raw materials industry. In 2025, the variety of raw materials became richer, more stable and more influential. Products and services such as high-temperature alloys, high-performance specialty alloys, semiconductor materials, high-performance fibres and composite materials have increased significantly in supporting the focus areas. The market environment was more equitable and orderly with the development of a number of chinese brands of excessive quality and clear competitive advantage, with products entering the global middle- and high-end supply chains。
The central bank is running a one-year mlf operation
The central bank ran a one-year mlf operation of 400 billion yuan and 2 billion yuan seven-day repurchases, with a winning rate of 2. 75 per cent and 2. 0 per cent, respectively, which was the same as before. As a result of the repurchase of $2 billion today and the maturity of the mid-term lending facility of $600 billion a year, a net return of $200 billion was achieved that day。
Country offices: full implementation of negative market access list management
The office of the state council issues opinions on further optimizing the business environment to reduce the systemic transaction costs of the main market, and fully implements negative market access list management. (b) to improve the negative market access list management and dynamic adjustment mechanisms, as well as the appropriate approval and regulatory mechanisms, and facilitate the full online processing of inventory matters. The scope of market access effectiveness assessments has been steadily expanded, and by the end of october 2022 all sectors in the regions have been cleared of overt and hidden barriers with market access restrictions and established long-term clearance mechanisms. In-depth implementation of the national treatment and negative list management system for foreign investment entry and promotion of a national version of the negative list of cross-border trade in services。
Ministry of industry and communications: research is being organized on the application of esim technology on devices such as smart phones
In recent days, members of the internet have left a message on the web site of the ministry of industry and informatization asking whether the recent use of esim cards has given rise to greater discussion. In response, on 15 september, the ministry replied that “the ministry attaches great importance to the protection of the legitimate rights and interests of consumers and insists on actively promoting the application and dissemination of new equipment for new technologies based on ensuring the legitimate rights and interests of users and information security. At present, our department is organizing units to study the application of esim technology to tablets, portable computers and smartphone devices, and to expand the application of esim technology when conditions are ripe.” small financial: esim is called embedded-sim, an embedded sim card. Unlike traditional sim cards, esim is embedded directly on the device chip and is not added to the device as a separate removable part, i. E. No more physical sim cards are inserted。
Institutional perspective
National gold securities: price increase for silicon battery eva quantified
According to nisr, last week the battery/silica at the middle of the light-voltage chain increased prices, while the price of the eva particles rose significantly in september, and the production and loading of the film in the four quarters of the chain will be a definitive event, with very limited pressure on price reductions during the main chain year, some of the ancillary links or a trend towards full price increases, while the high probability of a “slight season” again is expected to occur in the first quarter of 2023, with a continued focus on: energy storage, high-scenario support, alpha silicon, equipment, integrated head。
