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累计涨幅超900%,联创股份会成为年内首只十倍股吗?

With a cumulative increase of more than 900%, will Liangchuang shares become the first tenfold stock of the year?

證券之星 ·  Sep 16, 2021 02:11

Sept. 16 news, joint venture shares (300343) rose in intraday trading, is now trading at 28.08 yuan.

According to public information, Lianchuang shares develop in parallel around the two business sectors of new chemical materials and digital marketing services. The new chemical materials plate is mainly composed of new environment-friendly fluorine-containing refrigerants and combined polyether polyols, polyether polyols, polyester polyols and other new chemical materials. Digital marketing service plate business mainly for customer design, production, agency, release all kinds of advertising, provide marketing planning, corporate image planning and other services.

It is worth mentioning that the share price of Lianchuang shares hit another all-time high in early trading today. If according to the highest early trading price, Liangchuang shares have risen more than 900% so far this year. To continue this rally, Liancheng shares are likely to become the first "tenfold shares" of A shares this year.

The market believes that such a high share price of Lianchuang shares is highly related to its PVDF business. It is reported that PVDF applications are mainly distributed in coatings, injection molding, lithium, water treatment film and solar backplane film and other fields. According to statistics, the demand for PVDF for lithium batteries accounted for about 20% of the total demand for PVDF last year.

According to public data, in the first half of 2021, Liangchuang achieved revenue of 732 million yuan, down 22.70% from the same period last year, and realized net profit of 47 million yuan belonging to shareholders of listed companies, an increase of 106 million yuan over the same period last year.

Wanlian Securities analysis believes that Lianchuang shares disclosed in the semi-annual report that the first phase of PVDF production capacity of 3000 tons is going through trial production procedures. This progress is basically in line with the previously announced progress, so it is optimistic about the output of 1000 tons of qualified PVDF in the second half of the year. At present, the market price of ordinary PVDF has risen to 250,000 yuan / ton, and it is expected that there is still room for price increase in the second half of the year. If full production is realized, PVDF is expected to contribute more than 250 million yuan to the company's revenue in the second half of the year.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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