Since the beginning of this year, in the face of the epidemic and the severe and complex external environment, Ningbo listed companies have bucked the trend and made continuous moves——
The digital factory project of Kangqiang Electronics and Shuyi Industry Federation was officially launched; Top Group invested and established a photovoltaic technology company, which will enter the new track with high prosperity; Ningbo Founder plans to raise no more than 1.2 billion yuan for intelligent equipment Production base construction project, lithium battery precision structural parts production base construction project…
Actively cultivate “internal strength”, expand new businesses, break through new technologies, cultivate new opportunities, and start new games… Recently, the performance of Ningbo listed companies has fully demonstrated the resilience and surging development momentum of Ningbo’s economy.
Diligently cultivate “internal strength”
In the ups and downs of the capital market, listed companies with strong resilience and high-quality development will be more favored by investors.
On June 6, the digital factory project jointly built by Kangqiang Electronics and Shuyi Industry Federation was officially launched. The two parties will jointly build a benchmark digital factory in the semiconductor packaging material industry with controllable quality and traceable processes.
According to reports, the project is expected to be completed by the end of October. Shuyi Industry Federation and Kangqiang Electronics will work together to enhance the high-quality competitiveness of the semiconductor packaging material industry leader through digital drive.
Since last year, the domestic semiconductor industry has been thriving, and Kangqiang Electronics, as a leader in the semiconductor packaging industry, has also achieved a booming performance. In 2021, it will achieve double growth in revenue and net profit. Among them, deducted non-net profit reached 167 million yuan, a year-on-year increase of 121.37%.
It is worth mentioning that the Shuyi Federation of Industry and Commerce, which cooperated with Kangqiang Electronics, has been established for about two years, and its valuation has exceeded 1 billion yuan. Yuansheng and other capital investments. The reason why it is so “cow” is that it can solve the most painful point of industrial digitalization at present – the standardized software for digitalization of discrete manufacturing factories.
At present, it has become the consensus of many Ningbo listed companies to enhance core competitiveness and seek a new round of high-quality development with digitalization as the engine.
On June 8, Ningbo Fangzheng announced that it plans to raise no more than 1.2 billion yuan for the construction of intelligent equipment production bases and lithium battery precision structural parts production bases.
On the evening of June 6, Tianbang shares disclosed a plan for a non-public offering of shares. The total amount of funds to be raised is not more than 2.8 billion yuan, which will be used for the upgrading of digital pig farms.
“Digitalization and intelligence are an important part of the transformation and upgrading of the pig industry and the modernization of the animal husbandry industry.” Tianbang Co., Ltd. said that according to the industry development trend and the company’s development strategy, the company plans to use the funds raised this time to invest in the digital and intelligent pig farm upgrade project. The company’s pig farms have been upgraded to environmental comfort, biosecurity, digitalization and intelligence.
Actively expand production
In recent years, with the gradual development of electric, intelligent, networked and shared vehicles, a number of Ningbo auto parts companies have emerged one after another in the wave of new energy vehicles.
Recently, some workshops of Xusheng’s No. 7 Factory started trial production. “After the equipment is fully commissioned, it will gradually form an annual production capacity of 10 million pieces of lightweight aluminum alloy auto parts.” The relevant person in charge of Xusheng Co., Ltd. said that another new project of the company is also under construction. It can produce 3.41 million high-performance aluminum alloy parts for new energy vehicles annually.
As early as 2013, Xusheng Co., Ltd. reached a cooperative relationship with Tesla, starting from supplying individual components, and comprehensively developing to supply core system components such as transmission system, suspension system, battery system, etc., for its Model S/X in recent years. , Model 3/Y and other models provide lightweight solutions.
In recent years, Xusheng Co., Ltd. has gradually expanded the scope of customers, and has also launched an active layout for potential car companies in the new energy field, including power battery supplier CATL, as well as new power car companies such as Weilai, Xiaopeng, and Ideal.
Another enterprise in the new energy vehicle track, Top Group, has also made big moves. Its annual output of 1 million sets of new energy vehicle thermal management system products in Qianwan New Area and the construction of 3.7 million sets of automotive lightweight chassis system projects in Yinzhou It is also nearing its end, and it is expected to be completed and put into operation as soon as July this year, and the annual output value will be increased by 3 billion yuan after reaching production.
On May 10, Hengshuai Co., Ltd. announced that in order to meet the capital needs for expanding production capacity and support the company’s overseas business development, the company will use its own funds to increase capital to its wholly-owned subsidiary, American Hengshuai, by no more than US$10 million (including US$10 million). ).
In addition to increasing capital, Hengshuai also strives to widen the technological “moat”. Recently, the new technology “harmonic magnetic field drive motor” and “low cogging torque pulsating permanent magnet motor” developed by the company have strong market competitiveness.
Relevant technicians from Hengshuai Co., Ltd. told reporters that the “harmonic magnetic field drive motor” is a great innovation in the industry. It can be applied in any field where the motor can be used, which can greatly improve the power density of the motor and improve the motor in the high and low speed range. The comprehensive efficiency breaks through the upper voltage limit of traditional motors. The “low cogging torque pulsating permanent magnet motor” is also more competitive in the automotive industry.
The listed company Ningshui Group also seized the east wind of the country’s vigorous support for the construction of the Internet of Things, and accelerated the pace of industrial layout. On May 26, the company and Huijin Industrial held a capital increase signing agreement in Chengdu, and planned to carry out in-depth cooperation in smart water affairs.
“Through this capital increase, not only can the two places be linked to create a new model for the mixed-ownership reform of state-owned enterprises in the water meter industry, but also the company’s market share in Chengdu and surrounding areas can be consolidated.” said the relevant person in charge of Ningshui Group. Said to be a strategic step, the two companies can leverage each other’s strengths to further enhance their respective market competitiveness.
Cross-border layout
In addition to cultivating the main business and enhancing competitiveness, some Ningbo enterprises also target popular tracks and open a cross-border layout mode to seek new development.
As new energy vehicles shine, the lithium battery industry chain continues to develop. In all aspects of the lithium battery industry chain, anode materials have become the focus of investment.
In this context, Junhe Co., Ltd., which is mainly engaged in household water pumps, crossed into the field of anode materials. On May 12, Junhe Co., Ltd. announced that the company plans to subscribe for the newly added registered capital of Heilongjiang Hargong Graphite Technology Co., Ltd. (hereinafter referred to as Hagong Graphite) with 450 million yuan in cash. After the capital increase is completed, the company will hold Hagong Graphite 20 % of the equity.
From the perspective of operating performance, the original main business of Junhe Co., Ltd. is facing certain pressure. In the first quarter of this year, the company achieved operating income of 238 million yuan, a year-on-year increase of 8.36%; net profit attributable to the parent was 22.2413 million yuan, a year-on-year decrease of 29.92%.
Junhe Co., Ltd. stated that under the premise of being based on the main business of the water pump industry, the company’s investment in Harbin Engineering Graphite will expand the field of new energy anode materials and cultivate new profit growth points.
The “upstart” Top Group, which is booming on the new energy vehicle track, has recently aimed at the high-prosperity photovoltaic track. On May 30, Top Group invested and established a photovoltaic technology company with a registered capital of 10 million yuan. Its business scope includes solar power generation technology services, photovoltaic equipment, component manufacturing, power generation business, power transmission business, power supply (distribution) business, etc.