Last week, on the 12th, the Baiyi Institute gathered and investigated the phenomenon. On March 12th, Zhaoyi Innovation (603986) received about 100 institutional investors in the week, which was the only company with a few hundred research institutions in the week. Among them, one thousand joint ventures, Chaos investment, Zhanbo investment and other celebrity private placement gathered. In addition, the pilot intelligence, Jinke culture, Jingsheng electrical and mechanical also harvested more than 50 institutions of the scale of research.
Zhaoyi Innovation has gone all the way since it was listed in August 2016. During this period, the stock price rose by more than 10 times. Last week, Zhaoyi’s innovation rose by 8.4%, and the latest report closed at 190.01 yuan. It once exceeded 200 yuan in intraday trading. Since February of this year, A-share semiconductors The subject matter continued to be active. According to incomplete statistics, Ziguang Guoxin, Jiangfeng Electronics, Shanghai Xinyang and other nearly 10 stocks rose more than 20% during the period.
The organization focused on the situation of Zhaoyi Innovation's acquisition of Shanghai Sili Micro. On March 1st of this year, Zhaoyi Innovation disclosed that it plans to acquire 1.7 billion yuan to acquire a 100% stake in its peer Shanghai Sili Micro, and at the same time to raise matching funds not to exceed 1.075 billion yuan. The total amount of net profit after deduction for non-compliance companies in the 2018 year, 2019 year and 2020 year shall be no less than 321 million yuan.
According to reports, Siu Yi Innovation's current main business is mainly storage and processors. The company has a clear layout in its storage business. The non-storage business currently accounts for a relatively small proportion in the overall business, and the company hopes to quickly develop non-storage business. The acquisition of Shanghai Si Li Micro, in addition to considering the performance commitment of Shanghai Si Li Micro, more emphasis is placed on the accumulation of its technology. The company believes that the acquisition can complete the important part of the IOT man-machine interface.
In terms of performance, Zhaoyi Innovation estimated that its net profit for 2017 was approximately RMB381 million to RMB416 million, an increase of 116.19% from the same period last year to 136.03%. Earnings per share was RMB2.12 per share. Some organizations asked the company to report a quarter-on-quarter decline in its fourth quarter results last year. The reason for the company's explanation is that sales are usually lighter in the fourth quarter than in the third quarter, and the year-end bonuses for the whole year are provided for in the fourth quarter. Coupled with the weakening of the US dollar, there is a certain exchange loss.
Another semiconductor company, Jingsheng Electromechanical Co., Ltd., has also received extensive attention from the organization. Jingsheng Electromechanical is a supplier of semiconductor-grade crystal growth equipment. On March 15th and 16th, the company received a total of more than 50 institutions for two days in a row. Forest Assets, Shanghai Investment, Wells Fargo Fund, etc.. Jingsheng Machinery & Electronics gained 4.83% during the week and the latest closing price was 21.69 Yuan/share.
Securities Times e reporter noted that last week, Tianfeng Securities, GF Securities, Guosen Securities, and at least five securities companies issued a research report on Jingsheng Electromechanical. Among them, Tianfeng Securities gave a 'buy' rating, target price. At 26 yuan, the logic is that Jingsheng Electromechanical's important customer Zhonghuan's project progressed beyond expectations and is still actively expanding.
During the investigation, Jingsheng Electromechanical disclosed the orders in hand. As of the end of the third quarter of 2017, Jingsheng Electromechanical had not completed a contract of RMB 2.741 billion. Some of the contracts will be carried forward into operating revenue in the fourth quarter of 2017. The company’s announcement has been significant since 2018 Orders have exceeded 1.1 billion yuan. In addition, Jingsheng Mechatronics stated that its equipment capacity can meet the demand for existing orders.