"Greater Bay Area Production Park Express" Issue 152
(1) Shenzhen Enterprise Xinwangda ranked 9th in the world. Power battery installation data released from January to August
Korean market research company SNE Research (hereinafter referred to as SNE) recently released the latest global power battery statistics. From January to August this year, the total installed capacity of global power battery was 287.6GWh, an increase of 78.7% year-on-year, and has been in a growth trend for 26 consecutive months. Among them, Xinwangda from Shenzhen ranks ninth in the world.
data shows that Xinwangda's installed capacity growth rate in August reached 413.7%, making it the battery manufacturer with the largest year-on-year growth rate on the list, and has been ranked 9th on the list for five consecutive months. In 2021, the company's total power battery shipments were 3.52GWh, of which the domestic loading volume was 2.06GWh, with a market share of 1.3%, ranking tenth in the loading volume. It is revealed that Xinwangda's total production capacity will reach 20GWh to 30GWh this year.
Since last year, Xinwangda has accelerated the construction of power battery production bases in many places across the country, with a planned investment of more than 70 billion yuan and a planned production capacity of more than 220GWh. In the first half of this year, relying on the increasing production capacity, Xinwangda Power Battery achieved revenue of 4.2 billion yuan, a year-on-year increase of 631.92%.
On February 24 this year, 19 companies increased their capital to Xinwangda Automobile Battery by 2.43 billion yuan, and SAIC Jinshi, a related company related to SAIC Group, is also one of the investors this time. According to statistics, from 2021 to the present, Xinwangda has successively won designated locations such as Dongfeng Liuqi T5EV, Dongfeng Liuqi Lingzhi CM5EV, Dongfeng E70, GAC A9E, SAIC-GM-Wuling E50, SAIC-GM-Wuling CN220M HEV, SAIC-ZS12MCE HEV, Geely Weirui Electric PMA platform, etc.
, Vice President of Xinwangda, Liang Rui, said that Xinwangda has always maintained high investment in R&D. In 2021, Xinwangda's overall R&D investment was 2.33 billion yuan, second only to CATL and BYD , a year-on-year increase of 29%. In terms of technology, Xinwangda has accumulated thousands of power battery-related patents and has mastered core power battery technologies such as charging and discharging protection, battery protection module temperature regulation, and battery safety protection monitoring.
(2) 34 Shenzhen enterprises have entered the top 500 innovation index
Zhejiang University School of Management and Shenzhen Newspaper Group Shenzhen New Communication Think Tank recently jointly released the "2022 China Listed Companies Innovation Index Report". The report shows that a total of 34 companies in Shenzhen are among the top 500 innovation index, accounting for 6.8%, second only to Shanghai and Beijing. In terms of ranking, the number one company in Shenzhen’s innovation index is ZTE , ranking first in the top 500, and the other top companies include Mindray Medical , Shengxunda , and Transsion Holdings , respectively, ranking 41st, 46th and 54th. In terms of industry distribution, among the 34 companies listed in Shenzhen, 11 companies in the computer, communications and other electronic equipment manufacturing industries were listed, ranking first; 6 companies in the software and information technology service industry were listed, ranking second; 5 companies in the pharmaceutical manufacturing industry were listed, ranking third.
With the implementation of the comprehensive national science center , a number of original innovation sources such as Pengcheng Laboratory , Guangming Science City, and Hetao Shenzhen-Hong Kong Science and Technology Innovation Cooperation Zone have been accelerated, and Shenzhen’s basic research capabilities have also achieved steady improvement. At present, Shenzhen's total R&D investment accounts for more than 5% of the regional GDP, ranking among the forefront of large and medium-sized cities in China.
As of July this year, Shenzhen national high-tech enterprises have exceeded 21,000, 10 Fortune 500 companies, and 500 listed companies at home and abroad. The number of recognized municipal headquarters enterprises has reached 319. Last year, the added value of high-tech industries in the city accounted for 37.13% of GDP, and the number of patent authorizations and PCTh international patent applications ranked first in the country, and won 148 national science and technology awards such as the first prize of National Technology Invention Award , the special prize of tech progress award.
In the first half of the year, 20 clusters of seven strategic emerging industries in Shenzhen achieved added value of 627.164 billion yuan, accounting for 41.8% of GDP, an increase of 2.5 percentage points from the first quarter.
(3) Renurturing the "capital seed", Dazu Coverage Test GEM IPO was accepted
Recently, the Shenzhen Stock Exchange officially accepted the application for the GEM IPO of Baoan enterprise Shenzhen Dazu Counterfeiting Technology Co., Ltd. (hereinafter referred to as "Dazu Counterfeiting") GEM.This is the official plan to split and list another subsidiary of Dazu Laser after Bao'an enterprise Dazu CNC was listed as the first A-share spin-off company in Shenzhen at the beginning of this year.
Dajia Packaging and Testing is a leading manufacturer of special equipment for semiconductor and pan-semiconductor packaging and testing in China, mainly providing core equipment and solutions for semiconductor and pan-semiconductor packaging and testing processes. After more than ten years of continuous independent innovation, its "HANS" series of high-speed, high-precision, fully automatic wire bonding equipment has been comparable to internationally renowned packaging and testing equipment manufacturers such as ASMPT and KS in terms of performance, efficiency, stability, reliability, and consistency, and occupies a leading position in the domestic equipment market.
in the LED field, its key customers include well-known packaging companies such as Guoxing Optoelectronics, Dongshan Precision , and Jingtai Optoelectronics, and continue to promote the mass sales of many well-known packaging companies such as Mulinsen , Zhaochi Co., Ltd. , Lehman Optoelectronics , etc. In the field of semiconductor , it covers well-known customers such as Ruijun Semiconductor, Huilun Crystal , Ruike Laser, Blue Color Electronics, and Jinghui Semiconductor, and continues to promote the mass sales of related models.
prospectus shows that from 2019 to the first quarter of 2022, it achieved operating income of RMB 146 million, RMB 150 million, RMB 342 million and RMB 146 million, respectively, and achieved net profit of RMB 8.8564 million, -6.6503 million, RMB 51.7453 million and RMB 10.1674 million, respectively. This IPO Dazu Closing and Testing plans to raise 261 million yuan, mainly for the "high-speed and high-precision wire bonding machine expansion project" and "R&D center expansion project".
(4) NO.5 National High-tech Zone Industrial Park REITs, Huaxia Hefei Hi-tech REIT was listed
1 On October 10, Huaxia Hefei Hi-tech REIT (trading code: 180102), which set a new high in the offline inquiry multiple of public REITs during the issuance stage, was listed on Shenzhen Stock Exchange , and opened at and hit the daily limit. Up to now, Anhui Province has 2 REITs listed and 1 under review, and more than 10 other pilot projects are expected to be piloted, ranking among the top in the country.
Huaxia Hefei Hi-Tech REIT is the fifth national-level high-tech zone industrial park REITs in the country, with an issuance scale of 1.533 billion yuan. During the offline inquiry stage, Huaxia Hefei Hi-Tech REIT received inquiry information from 285 allotment targets managed by 91 offline investors.
This allocated totals of 26.907 billion shares, which is 156.89 times the initial offline offering share (171.5 million shares), setting a new high for the offline inquiry multiple of the issuing public REITs. In the end, the proportion of offline institutions is only 0.64%, setting a new low for the offline offering allocation ratio of public REITs; the proportion of its public offering part is 0.23%, which also hits a new low for the public offering allocation ratio of public REITs.
Information is comprehensive from: Securities Times , Shenzhen Business Daily, Bao'an Daily , Shenzhen Fangxin.com
[Compilation] Qiu Yongkuan
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[Source] Southern Media Group Southern + Client
