Xinjie Energy closed at the daily limit, with a closing price of 160.14 yuan. The stock hit its daily limit at 11:14 and opened the daily limit twice. As of the closing price, the stock's capital was 58.7515 million yuan, accounting for 20.36% of its circulating market value. In terms of
capital flow data, the net inflow of main funds on that day was 195 million yuan, the net inflow of hot money funds was 160 million yuan, and the net outflow of retail funds was 96.1388 million yuan. A summary of the capital flows in the past 5 days is shown in the table below:
The stock is silicon carbide , IGBT, and the third-generation semiconductor concept hot stock. The silicon carbide concept rose by 2.87% that day, the IGBT concept rose by 2.37%, and the third-generation semiconductor concept rose by 2.17 %.
The investment logic of this stock is as follows:
1, one of the leading semiconductor power device design companies in China; the company is mainly engaged in the research, production and sales of MOSFET, IGBT and other semiconductor chips and power devices. It is the first domestic company to have trench power MOSFETs at the same time. , one of the local companies with four major products: superjunction power MOSFET, shielded gate power MOSFET and IGBT. It has gradually realized the import substitution of mid-to-high-end products such as MOSFET and IGBT; the company has cooperated with Ninebot , Scud, Foxconn We have established cooperative relationships with many leading downstream enterprises, including
2, which has been ranked among the "Top Ten Enterprises in China's Semiconductor Power Devices" for four consecutive years. It is the first company in China to possess trench power MOSFETs, superjunction power MOSFETs, shielded gate power MOSFETs and One of the local companies with four major IGBT product platforms; the company has Trench NPT/Trench FS technology. Its products are mainly MOSFET and IGBT, which are mainly used in UPS power supplies, welding machines , electric vehicle charging piles, frequency converters, and inverters. , motor control of high-speed electric vehicles , etc.
3. The company plans to have SiC Schottky diode products and SiC MOSFET products. Currently, it has 650V and 1200V SiC diode samples, and the product performance parameters have reached the level of similar foreign products. The research and development progress of SiC MOSFET is further accelerating, and related patents are also being actively laid out.
From the financial situation, Xinjie Energy’s third quarter report for 2021 shows that the company’s main operating income is 1.099 billion yuan, a year-on-year increase of 65.05%; the net profit attributable to the parent company is 3.11 billion, a year-on-year increase of 207.83%; excluding non-net profit of 305 million yuan, a year-on-year increase of 210.13%; in the third quarter of 2021, the company's single-quarter main operating income was 422 million yuan, a year-on-year increase of 49.84%; the single-quarter net profit attributable to the parent company was 1.36 billion, a year-on-year increase of 198.78%; non-net profit in a single quarter was 135 million yuan, a year-on-year increase of 198.57%; the debt ratio was 16.35%, investment income was 1.4264 million yuan, financial expenses were -11.4387 million yuan, and the gross profit margin was 38.9%. The
Securities Star valuation analysis tool shows that Xinjie Energy (605111) has a good company rating of 3.5 stars, a good price rating of 1 star, and a comprehensive valuation rating of 2.5 stars. A total of 13 institutions have rated the stock in the past 90 days, 11 with buy ratings, and 2 with overweight ratings; the average target price of institutions in the past 90 days is 190.04;
This article is compiled by the Securities Star Data Center based on public data. It does not constitute investment opinions or suggestions. If there are any questions in the article, please contact us.
