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In one year, nearly 1 billion yuan of husband and wife lung slices were sold! Another lo-mei giant listed A-shares, with more than 4,700 stores nationwide! New this week According to the current arrangement, if there is no change (September 13 to 16), a total of 10 new shares will be subscribed, including 1 on the Shanghai Stock Exchange, 1 on the Shenzhen Stock Exchange, 4 on the Science and Technology Innovation Board, 2 on the ChiNext, and 2 on the Beijing Stock Exchange. The competition in the "Luwei" market is fierce. At present, the three giants of Juewei Food (603517), Zhou Hei Ya (1458.HK) and Huangshanghuang (002695) have already completed their listings in the capital market. A rising star, Ziyan Foods, launched a new campaign on September 15, one step closer to officially landing on the main board of the Shanghai Stock Exchange. The annual sales of Ziyan Food’s husband and wife’s lung tablets is nearly 1 billion. On September 15, it launched a new stock on the main board of the Shanghai Stock Exchange. Ziyan Food is a large-scale braised food manufacturer in China. Its main business is the research and development, production and sales of braised food. The products are braised food made from chicken, duck, cattle, pigs and other livestock products, as well as vegetables, aquatic products, and soy products, such as husband and wife lung slices, Baiwei chicken, and rattan pepper chicken. The application scenarios are mainly for meal consumption and leisure consumption. Auxiliary, the main brand is "Ziyan". At present, Ziyan Foods has more than 4,700 terminal stores nationwide, and its products cover more than 140 cities in more than 20 provinces, autonomous regions and municipalities directly under the Central Government. If Ziyan Foods is successfully listed, it will become the fourth Luwei food company to be listed after Zhou Heiya, Huangshanghuang and Juewei Foods. As a rising star in the "lo-mei" market, after the pre-disclosure of the prospectus in July last year, Ziyan Foods updated the prospectus in mid-January this year, and the main board meeting of the Shanghai Stock Exchange was held in the same year. In terms of performance, from 2020 to the first half of 2022, Ziyan Foods achieved operating income of about 2.613 billion yuan, 3.092 billion yuan and 1.637 billion yuan, respectively, and the corresponding net profit was about 359 million yuan, 328 million yuan and 116 million yuan respectively. From 2019 to 2021, the revenue of Ziyan Food's main product husband and wife lung tablets will be 765 million yuan, 810 million yuan and 933 million yuan respectively, accounting for about 31.57%, 31.19% and 30.6%. The prospectus shows that from 2019 to 2021, the gross profit margin of Ziyan Foods’ main business (excluding the impact of product distribution costs) will be 25.41%, 30.53% and 25.72%, respectively. Ziyan Foods pointed out that the gross profit margin of the main business is mainly affected by factors such as the purchase price of raw materials, labor costs, and product selling prices. In the future, if the price of raw materials and labor costs rise and the company cannot timely digest the aforementioned impacts by analyzing the trend of raw material market price changes to reserve raw materials and adjust product prices reasonably, the gross profit margin of the main business will face the risk of decline. Ziyan Food's raw materials account for more than 80% of its main business costs, of which whole chicken, beef, chicken feet, beef offal, pig trotters, pig ears, etc. account for more than 50% of the total raw material purchases. Therefore, the price fluctuations of the above-mentioned main raw materials will Affect the issuer's gross margin and profitability. In terms of production, Ziyan Foods has successively built a number of high-standard regional center factories in Jinan, Wuhan, Lianyungang, Ningguo, Chongqing, etc., and uses various production subsidiaries as production bases to distribute products to the national sales network, and distributes products through the optimal cold chain. The distance is used as the radiation radius to build an all-round supply chain system. The IPO Ziyan Food plans to raise 800 million yuan for projects such as the second phase of Ningguo food production base, the second phase of Rongchang food production base, and the construction of storage bases. Xinke Mobile focuses on mobile communication technology research and development, plans to raise 4 billion to launch a new IPO on the Science and Technology Innovation Board on September 15, Xinke Mobile plans to raise 4 billion yuan, which is the company with the highest amount of funds raised in this week's new bid. Xinke Mobile has been focusing on the research and development and industrialization of international standards for mobile communications and underlying core technologies. As of September 30, 2021, the number of 5G patent families publicly announced by Xinke Mobile and the contribution of 5G technical standards ranked seventh and eighth in the world respectively; the company's market share in the field of mobile communication system equipment continued to increase, and currently It ranks third in the domestic market. Xinke Mobile's controlling shareholder, China Xinke Group, is a state-owned enterprise directly under the State-owned Assets Supervision and Administration Commission of the State Council. Founded in 1998, Xinke Mobile, formerly known as Hongxin Communication, used to be a holding company of Wuhan Academy of Posts. Thanks to the continuous advancement of 5G network construction in recent years, Xinke Mobile has ushered in rapid growth in performance. From 2019 to 2021, Xinke Mobile's revenue will further increase from 4.488 billion yuan to 5.666 billion yuan. In the first half of 2022, Xinke Mobile continued to maintain a high growth trend, achieving revenue of 2.646 billion yuan; net profit attributable to -168 million yuan. In this IPO, Xinke Mobile plans to raise 4 billion yuan, which will be mainly used for 5G wireless system product upgrade and technology evolution research and development, 5G industry private network and intelligent application research and development, 5G fusion antenna and new room equipment research and development projects, etc. New calendar September 13 China Textile Standard (873122) is a comprehensive technical service provider integrating standards, testing, measurement, certification and inspection. Its main business is the inspection and testing of textile and light industrial products. Certification services, textile equipment verification and calibration, and sales of test consumables, etc. Zhongcheng Technology (835207) is mainly engaged in information system integration services. The company provides a complete set of industry informatization solutions for governments, schools, hospitals, enterprises and institutions, etc. The business includes technical consultation, program design, application software development, engineering construction, software and hardware integration debugging and post-maintenance management of information systems. On September 14, Senying Window Industry (301227) is a high-tech enterprise focusing on the research and development, design, production and sales of customized energy-saving aluminum-clad wooden windows. The company's main products include energy-saving aluminum-clad wooden windows, curtain walls and sunrooms. Bangyan Technology (688132) focuses on the field of information and communication, based on the military network, and is committed to providing information and communication system-level products for various command posts, communication hubs and communication nodes at all levels. The company is mainly engaged in the research and development, manufacturing, sales and service of information communication and information security equipment. The core business includes three major sectors: integrated communication, ship communication and information security. September 15 Ziyan Foods (603057) is a large-scale braised food production enterprise in China. Its main business is the research and development, production and sales of braised food. Duck, cattle, pigs and other livestock products, as well as stewed foods with vegetables, aquatic products, and soy products as raw materials, the application scenarios are mainly for meal consumption, supplemented by leisure consumption, and the main brand is "Ziyan". Yibo Technology (301366) is a one-stop hardware innovation service provider that provides printed circuit board assembly (PCBA) manufacturing services based on printed circuit board (PCB) design services. Xinke Mobile (688387) is the only state-owned high-tech enterprise engaged in the formulation of international standards for mobile communications, the research and development and industrialization of core technologies. The company has always focused on the development, application and service of mobile communication technology, facing the new 5G ecosystem and digital transformation. Jiaocheng Ultrasound (688392) has built a complete ultrasonic technology platform, which can provide customers in different industries with overall solutions for ultrasonic industrial applications. The company has mastered the design, development and application capabilities of the core components of a complete set of ultrasonic equipment, including ultrasonic power supplies, piezoelectric transducers, acoustic tools, controllers, online monitoring systems and automation systems. On September 16, Wrigley Home Furnishing (001322) is a large-scale modern manufacturing enterprise integrating R&D, production, sales and service. The range of production products covers sanitary ceramics, faucet hardware, bathroom furniture, ceramic tiles, bathtubs and bathrooms, custom cabinets and wardrobes The main product brands include ARROW, FAENZA, and ANNWA. The three brands have different market positioning and can meet the needs of different consumer groups. Tiandeyu (688252) is an integrated single-chip research and development, design and sales enterprise focusing on the field of mobile intelligent terminals. The company currently has four main products: intelligent mobile terminal display driver chip (DDIC), camera voice coil motor driver chip (VCM Driver IC), fast charging protocol chip (QC/PD IC) and electronic label driver chip (ESL Driver IC). Widely used in mobile phones, tablets/smart speakers, smart wear, fast charging/mobile power, smart retail, smart office, smart medical and other fields. Editor in charge: Bloomberg Proofreading: Tao Qian |