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[Tomorrow's New Shares] The subscription for the leading drone stocks opens. Will you fight?

Release Time:2022-06-16 Topic:leading stock Reading:72 Navigation:Stock Liao information > Finance > [Tomorrow's New Shares] The subscription for the leading drone stocks opens. Will you fight? phone-reading

Tomorrow (June 15), there will be 3 new A shares for subscription. The following is the introduction of the new shares:

2022-06-15 (Wednesday) Runbei Aviation Technology (Main Board of Shenzhen Stock Exchange)

The main business of Runbei Aviation is service-oriented aviation material distributors. The company issued 18.6667 million shares this time, accounting for 25% of the total share capital after the issuance. The company's issuance price-earnings ratio is 22.99 times, and the reference industry's price-earnings ratio is 13.95 times. The company raised a total of 487 million yuan and raised an excess of 97 million yuan. (Note: Excessive raised funds = actual raised funds - total investment amount)

The company is a service-oriented aviation material distributor. The main products distributed include civil aviation fuel, aviation Raw materials and aviation chemicals and other aviation materials, the company achieves final product sales by providing customers with product solutions and supply chain management services, belonging to ExxonMobil, 3M, EC, Lufthansa Technik, Huntsman, Lanxess, Bosch and other international Authorized distributor of well-known brands.

It is reported that the company's net profits attributable to shareholders of the parent company in 2019, 2020 and 2021 were 77.7654 million yuan, 66.5942 million yuan and 129 million yuan respectively.

2022-06-15 (Wednesday) Loongson Zhongke (Science and Technology Innovation Board)

Loongson Zhongke Section's main business is the development, sales and service of processors and supporting chips. The company issued 41 million shares this time, accounting for about 10.22% of the total share capital after the issuance. The company's issuance price-earnings ratio is 141.68 times, and the reference industry price-earnings ratio is 25.93 times. The company raised a total of 3.512 billion yuan and the excess raised funds was -1.049 billion yuan. (Note: excess raised funds = actual raised funds - total investment amount)

It is reported that the company is the only company in China that insists on building an independent command system independent of Wintel system and AA system. It is a CPU company with an open information technology system and industrial ecology, and is in a leading position in the domestic general-purpose processor industry. The company released LoongArch, an independent instruction system of Loongson, and built a complete basic software technology ecosystem based on it. It is one of the few CPU companies in the world that has established a complete basic software technology ecosystem. In the future, the development potential of domestic CPUs is huge, and the company is expected to usher in good development opportunities with its technological and industrial ecological advantages.

In 2019-2021, the company achieved operating income of 486 million yuan, 1.082 billion yuan, and 1.201 billion yuan, respectively, with YOY of 151.30%, 122.87%, 10.99%, and three The annual compound growth rate of annual operating income is 17.98%; the net profit attributable to the parent is 193 million yuan, 72 million yuan, and 237 million yuan, and the YOY is 2343.54%, -62.82%, and 229.82%. The growth rate was 210.59%. In the latest reporting period, in 2022Q1, the company achieved operating income of 181 million yuan, a year-on-year decrease of 37.08%; net profit attributable to the parent was 36 million yuan, a year-on-year decrease of 41.74%. The company's 2022 H1 is expected to achieve operating income of about 400 million to 500 million yuan, a year-on-year decrease of about 28%-11%; it is expected to achieve a net profit attributable to shareholders of the parent company of about 14 million to 66 million after deducting non-recurring gains and losses Yuan, the year-on-year change was -73.58%-24.53%.

Huajin Securities believes that: 1. In line with my country's strategic needs for realizing independent and controllable information technology,Loongson Zhongke successfully developed the independent instruction system LoongArch, broke the monopoly of Wintel and AA system on the CPU market, and successfully developed software and hardware products based on LoongArch. It is one of the few CPU companies in the world that has formed a complete basic software technology ecosystem. In terms of chip research and development, the company successfully released the independent command system LoongArch, and formed dozens of processor products in three series of Loongson 1, 2 and 3. In terms of software, the company has built a complete basic software technology ecosystem based on LoongArch, and formed the basic version of the operating system Loongnix for information applications and the basic version of the operating system LoongOS for industrial control applications.

2. The company's products and technologies have undergone many iterations and upgrades. Product technical indicators, design schemes and application fields have been continuously optimized, and the technical level has gradually matured. The "Godson" series is one of the earliest general-purpose processor series developed in my country. Since 2009, the company has carried out independent research and development of high-performance microprocessor structure design and other technologies. It has been iterated and upgraded for more than ten years, and it is at the forefront of the industry's technical level. Since the market-oriented operation began in 2010, the company's products have undergone trial-and-error iterations in the field of industrial control and information systems, and the product level has been continuously improved.

3. The company inherits the technical achievements of the Institute of Computing Technology, Chinese Academy of Sciences, and holds 21.52% of its shares. In the future, it may obtain its long-term blessing in technology. The company's core product, the Godson series processors, is a product developed by the Institute of Computing Technology, Chinese Academy of Sciences, and several related technologies are inherited from the Institute of Computing Technology. At present, the Institute of Computing Technology of the Chinese Academy of Sciences holds 21.52% of the shares of Godson Zhongke through its wholly-owned asset management subsidiary, Zhongke Suanyuan, and the company's digital executives are all from the Institute of Computing of the Chinese Academy of Sciences. The current chairman of the company, Hu Weiwu, is a doctor of engineering, a researcher at the Institute of Computing Technology, Chinese Academy of Sciences, and the chief designer of Godson. In the long run, the company may receive technical support from the Institute of Computing Technology, Chinese Academy of Sciences, which will help the company maintain its leading position in the industry.

2022-06-15 (Wednesday) China UAV (Science and Technology Innovation Board)

China The main business of UAV is engaged in the design, development, manufacturing, sales and service of UAV systems. The number of shares issued by the company this time is 135 million shares, accounting for 20.00% of the total share capital after the issuance. The company's issuance price-earnings ratio is 75.62 times, and the reference industry's price-earnings ratio is 39.42 times. The company raised a total of 2.297 billion yuan and raised 2.070 billion yuan in excess. (Note: Excessive raised funds = actual raised funds - total investment amount)

It is reported that the company is a leading enterprise in domestic large-scale fixed-wing long-endurance unmanned aerial vehicle systems. Relying on the Aviation Industry Group, it has Wing Loong series UAV systems including Wing Loong-1, Wing Loong-1D, Wing Loong-2, etc. It has broken through many key technologies in the military and civilian fields at home and abroad. From 2010 to 2020, the Wing Loong series has no The cumulative number of human-machine military trade export orders ranks first in China. On the basis of the military business, the company focuses on the development of the civilian business, and at the same time feeds back the domestic market with foreign practical experience, and the market position is continuously improved.

In 2019-2021, the company achieved operating income of 251 million yuan, 1.217 billion yuan, and 2.476 billion yuan, respectively, with YOY of 429.56%, 384.65%, 103.41%, and three The annual compound growth rate of annual operating income is 273.74%; the net profit attributable to the parent is -0.10 billion yuan, 165 million yuan, and 296 million yuan, and YOY is -769.79%, 1769.42%, and 79.29%. In the latest reporting period, in 2022Q1, the company achieved operating income of 856 million yuan, a year-on-year increase of 6.44%; net profit attributable to the parent was 135 million yuan, a year-on-year decrease of 23.35%. According to the company's preliminary forecast, the company's net profit in 2022H1 is expected to change from -15.40% to -2.05% year-on-year.

Huajin Securities believes: 1. In recent years, the global political and economic situation has become increasingly complex, geopolitical disputes have intensified, and the global demand for military drones has continued to expand; about 85% of the company's revenue comes from In the military trade, it is expected to fully benefit. According to the Thiel Group report, the global annual output value of military drones is expected to reach US$14.798 billion in 2028, and the annual output value will be compounded between 2019 and 2028.The growth rate is about 5.36%. At present, few countries in the world have the ability to independently produce high-performance military drones. Compared with traditional weapons and equipment, the global military trade market for drones is more active.

2. The company is a leader in the field of medium-altitude and long-endurance large-scale unmanned aerial vehicles, and enjoys a high market position in the domestic and foreign military markets. The company's Wing Loong-1 is the first large-scale unmanned aerial vehicle with mid-altitude and long-endurance inspection and fighting in China that realizes military export; 2 is the first turboprop-powered large-scale unmanned aerial vehicle in China to achieve military trade export, with the ability to perform tasks all day, all weather, and all territories. With its outstanding research and development strength, the Wing Loong series of UAV systems have been exported to many countries along the "Belt and Road", and the cumulative number of military trade export orders from 2010 to 2020 ranked first in China; The market share of drones in the global inspection and strike drones ranks second in the world.

3. The senior R&D team is expected to guarantee the company's continuous innovation capability. The company is composed of China Aviation Industry First Group Corporation, Aviation Industry Chengdu Research Institute, Aviation Industry Chengfei, China Gas Turbine Research Institute, China Electronics Technology Group Corporation 29th Research Institute, China Electronics Technology Group Corporation 54th Research Institute , the Institute of Optoelectronic Technology of the Chinese Academy of Sciences and the School of Software and Microelectronics of Peking University, a total of 11 founders jointly established, and gathered many outstanding comprehensive technical talents in related fields.

4. Based on the Wing Loong-2 UAV platform, the company has achieved a breakthrough in the civilian market. In the civilian field, the company has broken through many key technologies such as comprehensive anti-icing and deicing of drones, rapid integration of mission loads, and integration of various communication means, and has successfully developed artificial weather modification, emergency industry, meteorological monitoring and fire disaster relief, border inspection, etc. In many market fields, we have completed weather modification operations and emergency communication tasks, and successfully used drones to achieve accurate delivery of unguided emergency materials.

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