Luxiao Technology closed at the daily limit, with a closing price of 15.51 yuan. The stock reached its daily limit at 9:53, but has not opened the daily limit. As of closing, the closed order capital was 267 million yuan, accounting for 1.33% of its circulating market value. In t

Luxiao Technology closed at the daily limit, with a closing price of 15.51 yuan. The stock reached its daily limit at 9:53, but has not opened the daily limit. As of closing, the closed order capital was 267 million yuan, accounting for 1.33% of its circulating market value.

In terms of capital flow data, the net inflow of main funds on that day was 269 million yuan, the net inflow of hot money was 215 million yuan, and the net outflow of retail funds was 164 million yuan. A summary of the capital flows in the past 5 days is shown in the table below:

This stock is a hot stock for semiconductors, silicon carbide, and third-generation semiconductor concepts. The semiconductor concept rose by 1.83% that day, the silicon carbide concept rose by 1.26%, and the third-generation semiconductor concept rose by 0.57%.

The investment logic of this stock is as follows:

1. In February 2020, the company will continue to focus on the third-generation semiconductor crystal industry and expand the application of silicon carbide in 5G GaN on SiC HEMT, SiC SBD, SiC MOSFET, SiC IGBT and other component chips.

2. In November 2019, the company signed a strategic cooperation agreement on silicon carbide projects with Zhongke Steel Research and Guohong Zhongyu to build the silicon carbide project into a world-class third-generation semiconductor material leader. The company and its holding companies will serve the country. The silicon carbide industrialization project led by Hongzhongyu customized about 200 silicon carbide crystal growth furnaces, with a total equipment purchase amount of about 300 million yuan

3. In August 2020, it jointly invested in the construction of the third-generation power semiconductor (carbonization) with the Hefei Changfeng County Government. Silicon) Industrial Park, with a total scale expected to be 10 billion yuan

From the financial situation, Roxiao Technology’s 2021 interim report showed that the company’s main operating income was 1.855 billion yuan, a year-on-year increase of 62.07%; the net profit attributable to the parent company was 161 million yuan, a year-on-year increase of 629% %; excluding non-net profit of 42.2945 million yuan, a year-on-year decrease of 43.6%; in the second quarter of 2021, the company's single-quarter main operating income was 979 million yuan, a year-on-year increase of 50.07%; the single-quarter net profit attributable to the parent company was 70.4806 million yuan, a year-on-year decrease of 0.28 %; non-net profit in a single quarter was 51.537 million yuan, a year-on-year decrease of 6.06%; the debt ratio was 56.48%, investment income was 120 million yuan, financial expenses were 116 million yuan, and the gross profit margin was 15.22%. The

Securities Star Valuation Analysis Tool shows that the stock has a good company rating of 2.5 stars, a good price rating of 1 star, and a comprehensive valuation rating of 1.5 stars.

This article is compiled by Securities Star Data Center based on public data and does not constitute investment opinions or suggestions. If there are any questions in the article, please contact us.