记者 | 陈祺欣
1
7yue6ri,gangguzhongxinguoji(0981.hk)dazhangchao20%,chuangshangshixingao,shoupanjiada40.1gangyuan/gu,zongshizhida2285yigangyuan。
qianyiriwanjian,zhongxinguoji(688981.sh)quedingkechuangbanshangshifaxingjiawei27.46yuan/gu,faxingguimochaoguorenminbi50yiyuan,touzizhekeyu7yue7rijinxingwangshanghewangxiashengou,shengoushiwuxujiaofushengouzijin。qizhong,wangxiashengoushijianwei9:30-15:00,wangshangshengoushijianwei9:30-11:30,13:00-15:00。
zhongxinguojibencifaxingyujimujizijinzonge462.87yiyuan(chaoepeishouxuanzequanxingshiqian),kouchufaxingfeiyong6.35yiyuan(hanshui),yujimujizijinjingewei456.52yiyuan;ruochaoepeishouxuanzequanquanexingshi,yujimujizijinzongewei532.3yiyuan,kouchufaxingfeiyong7.27yiyuan(hanshui),yujimujizijinjingewei525.03yiyuan。
julejie,zhongxinguojibencimuzichuangxiakechuangbanzuigaojilu,yeshijinshinianlaideagumuziwang。genjuaguipolishimuzieqingkuang,ruochaoepeishouquanquanexingshi,zhongxinguojimuziejiangpaimingqianwu,tongshiyeshiji2010niannongyeyinxingmuzi685yiyuanhou,jinshinianlaiagumuzizuidaguimodeipo。
14家参股公司或受益
zaizhongxinguojikechuangbankaiqishengouqian,yiyouduojiashangshigongsifabugonggaobiaoshiqicanyulerengou。
zhichunkeji(603690.sh)、juchengufen(688123.sh)fenbietouzi1yiyuanzuoweiyouxianhehuorenrengoujuyuanxinxingdejijinfene,huguichanye(688126.sh)quanzizigongsishanghaixinshengyiziyouzijinrenjiaochuzi2yiyuancanyutouzijuyuanxinxing,linghaiyouzhongweigongsi(688012.sh)、lanqikeji(688008.sh)zigongsilanqitouzi、weiergufen(603501.sh)、huidingkeji(603160.sh)dengduojiaagushangshigongsigonggaochengcanyutouzijuyuanxinxingjijin。
juyuanxinxingzuoweizhanlvetouzizherengouzhongxinguojizaikechuangbanshoucigongkaifaxinggupiao,jijinguimoweirenminbi23.05yiyuan。julejie,juyuanxinxingdeyouxianhehuorenbaokuo13jiaagushangshigongsihe1jiakechuangbannishangshigongsi。
congzhongxinguojipiludezhanlvepeishouduixianglaikan,gongji29mingzhanlvetouzizhecanyulepeishou,baokuojuyouzhangqitouziyiyuandedaxingbaoxiangongsi、guojiajidaxingtouzijijindeng,rengoujineheji246.21yiyuan。qizhong,zhongguoxinxitongxinkejijituanyouxiangongsirengou20yiyuan,guojiajichengdianluchanyetouzijijinerqigufenyouxiangongsirengou35yiyuan,chule“guojiadui”yiwai,guojizhanlvetouzizhebaokuoxinjiapozhengfutouziyouxiangongsi(rengou33yiyuan)、abudabitouziju(rengou5yiyuan)。
zhongxinguojihaiyu18jiazhanlvetouzizheqianshule《zhanlvehezuobeiwanglu》,jiangzaiduogeyuqizhuyingyewuxiangguandelingyuneikaizhanzhanlvehezuo。
7yue6ri,agucanyuzhongxinguojiipopeishoudexiangguanshangshigongsiyeyinglaidazhang。qizhonghuguichanyezhangyu20%,juchengufenzhang20%,zhongweigongsizhang16.8%,shanghaixinyang、zhichunkejizhang10%。
民生证券研报观点认为,参与配售的企业覆盖半导体材料、设备、设计等多环节领先公司,深度绑定共谋发展。材料企业包括上海新阳、中环股份、安集科技、江丰电子等,设备商包括中微公司、盛美半导体、至纯科技等,设计商如澜起科技、韦尔股份、汇顶科技、聚辰股份、kejideng。jiashangmuzitouruxianjinzhicheng,bentuchannengjiangzhubushifang。
路演关注业务发展
zuoweiquanqiulingxiandejichengdianlujingyuandaigongqiyezhiyi,zhongxinguojitongshiyeshizhongguodalujishuzuixianjin、guimozuida、peitaofuwuzuiwanshandezhuanyejingyuandaigongqiye,zhuyaoweikehutigong0.35weimizhi14namiduozhongjishujiedian、butonggongyipingtaidejichengdianlujingyuandaigongjipeitaofuwu。
genjuic insightsgongbude2018nianchunjingyuandaigongxingyequanqiushichangxiaoshouepaiming,zhongxinguojizhanquanqiuchunjingyuandaigongshichangfenede6%,weijuquanqiudisiwei,danyuxiaoshouejishizhanlv(59%)paimingdiyidetaijidianxiangbirengcunzaibuxiaodechaju。zhongxinguojizaizhongguodaluqiyezhongpaimingdiyi,zhanzhongguochunjingyuandaigongshichangfenede18%。
yejifangmian,gongsi2017nian-2019nianshixianyingshoufenbiewei213.9yiyuan、230.17yiyuanhe220.18yiyuan,duiyingguimujinglirunfenbiewei12.45yiyuan、7.47yiyuanji17.94yiyuan,koufeihouguimujinglirunfenbiewei2.73yiyuan、-6.17yiyuanji-5.22yiyuan。
zhongxinguojizaizhaogushuzhongbiaoshi,youyuxianjinhechengshugongyishengchanxiandekuochanshangweitixianguimoxiaoying,baogaoqineigongsimianlinjiaogaodezhejiuyali,qieyanfatourubuduanzengda,shidegongsi2018nian、2019niankoufeihouguimujinglirunweifu。
weilai,ruguokehuxuqiuzengzhanghuanman,gongsichannengliyonglvwufatisheng,zhejiudafuzengjia,huozheyanfatouruweinengjishixingchengshourudezengjia,gongsikenengmianlinkouchufeijingchangxingsunyihouguishuyumugongsigudongdejinglirunchixuweifudefengxian。
7yue6ri,zhongxinguojizaishangjiaosuojiushoucigongkaifaxingagubingzaikechuangbanshangshijinxingluyan,touzizheduigongsiyewujingying、xingyejingzhengdengqingkuangbiaoshiguanzhu。
zhongxinguojishouxicaiwuguangaoyonggangbiaoshi,gongsizuijinliangniankoufeihoujinglirunweifuzhuyaoxigongsizhiliyusuoxiaoxianjingongyizhichengshangyuguojilingxiangongsidechaju,buduanjiadaxianjinzhichengyanfatouru,zibenkaizhitiqianyugongsishourudefangliangzengzhang。ciwai,2018nianxiabannianqi,bandaotixingyejingqiduxiajiang、shichangxuqiujiegougaibiandengxingyezhouqixingbodongyinsu,yeduigongsishengchanjingyingzaochengyidingyingxiang。weilaijiangzhangqijianchishichanghuaheguojihuadejizhi,zhiliyujingneiwaishichanghekehudetuozhan、luojijichayihuatesegongyijishupingtaidekaifa、kehufuwudetisheng、shengchanyunyingdeyouhuadeng,buduanqianghuazishenjingzhengli。
youtouzizhetiwenyutaijidiandejingzhengguanxi,zhongxinguojidongshizhangzhouzixuebiaoshi,jianggenjukehuxuqiuwenbutuijinxianjinjishuyanfa,kuodagongsichanneng,weikehutigongyizhanshifuwu,tigaogongsijingzhengli。
gaoyonggangyebiaoshi,jiangyibencifaxingxingubingzaiagushangshiweiqiji,yigongsifazhanzhanlveweidaoxiang,tongguomujizijintouzixiangmudeshishi,gongguhezengqianggongsizaijichengdianluxingyedeyoushidiwei,bangzhugongsitigaoshichangjingzhengli,yingdegengduodeshichangfene,zengjiaxindelirunzengzhangdian,chixutishenggongsijiazhibingshixiantouzizheliyizuidahua。