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Millet IPO stocks again inventory: eight ecological chain and supply chain companies who will lead.

via:博客园     time:2018/5/7 12:42:56     readed:181

Xiaomi formally submitted a listing application to the HKEx and also stirred up the concept stocks of the A share market.

Wind data showed that in May 4th, in the background of the Shanghai Composite Index, the millet industrial chain index fell 0.81%, and there was no millet concept stock fluctuation, and only three concept shares had been raised by 3%, respectively, including FENDA Technology (002681), Kodak (600986), and Su Da wig (300331).

Look back on the same day in May 3rd, the millet industry chain index rose 3.01%, the concept of FENDA technology, clean technology (002635) to collect and rise, and other precision (300115), oshkang (002913), JINDA shares (600577), and other rise.

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In May 3rd, the concept of millet industry chain was the biggest. Data source: Wind

Millet's prospectus shows that its revenue composition is mainly divided into four revenue segments, such as smart phones, IoT (Internet of things) and consumer products, Internet services and others. In 2017, revenue was 80 billion 563 million yuan, 23 billion 447 million yuan, 9 billion 896 million yuan and 716 million yuan, accounting for 70.3% of the total income. 20.5%, 8.6% and 0.6%.

According to the previous research report, most agencies think that the majority of agencies believe that the matrix of millet product is initially formed, from mobile phone to Internet of things, to complete the transformation from the venture company to the technology unicorn.

Guangfa Securities said in the newspaper that

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Millet ecosystem. Data source: millet prospectus

Millet ecological chain

In 2013, millet began to dabble in the ecological chain of the Internet of things. From the original mobile phone products, such as millet mobile power supply, millet plug, and piston earphones, to later intelligent hardware and living consumables, such as millet hand ring, air cleaner, etc., millet ecological chain business is not broken, involving intelligent hardware and smart home Wait.

According to the Oriental Securities Research Report, by 2017, millet has invested more than 100 ecological chain companies, with more than 200 products.

Southwest Securities believes that the ecological chain of millet has played an important role in the industry.

Millet has built the largest consumer level IoT platform in the world, connecting more than 100 million smart devices (without mobile phones and laptop computers), according to the millet prospectus. In 2017, according to the number of connections, Millet's consumer IoT hardware global market share was 1.7%, behind apple 0.9%, Amazon 0.9%, Samsung 0.7% and Google 0.6%.

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Millet ecological chain listed company. Data source: Guang Fa securities

Integrating the views of many brokerages and announcements of listed companies, surging journalists list the 3 most concerned institutions.

The underlying stocks are for investors' reference and do not constitute investment proposals.

Co reaching electroacoustics (002655)

Co Da is a manufacturer of sound components and electro acoustic components, a service provider and an integrated solution provider of electro acoustic technology.

Millet's first eco chain company, Wan magic acoustics has indirectly become the largest shareholder of the total. In December 29, 2017, the co - voice announcement said that the holding shareholder, Weifang high tech will transfer 15.27% of its shares to the acoustic acoustics, and the transaction price is 995 million yuan. After the completion of the transaction, AI Sheng acoustics became the largest shareholder of the company.

Millet ecological chain enterprise, Wan magic acoustics holds a 100% stake in love sound learning. Wan Mo acoustics was founded by Lei Jun's invitation and was also invested by Lei Jun's angel at the beginning of his establishment. Xiaomi Shun capital is currently holding 11.3% stake in Wan magic acoustics. Wan magic acoustic and millet cooperation, the introduction of millet piston earphone, the total electric sound has also entered the millet earphone ecological chain.

According to the 2017 annual performance report issued in April 17th, the net loss was 175 million yuan in 2017 and 18 million 8 thousand and 100 yuan in the same period in the previous year; the operating income was 787 million yuan, an increase of 9.90% over the same period of the previous year.

Kai Run shares (300577)

Kai Run shares a company that produces suitcases, backpacks, functional clothing and smart shoes.

Open run shares in 2015 with Xiaomi joint venture to establish Xiaomi ecological chain company, Shanghai Runmi, Shanghai Shuomei, to create

In 2017, Kai Run shares and millet ecological chain company NINEBOT carried out a deep research and development of the intelligent follower suitcase PUPPY series. The product was recognized by the international market at the American CES (Consumer Electronics Show) at the beginning of 2018.

According to the annual performance report issued in April 12th, the net profit belonging to the owner of the parent company in 2017 was 133 million yuan, up 58.81% from the same period in the previous year, and the operating income was 1 billion 162 million yuan, an increase of 49.84% over the same period of last year.

Nine an medical (002432)

Nine an medical is a provider of household medical and health electronic products, which integrates R & D, production and sales.

Nine annals of medical 2017 annual report shows that the iHealth series of nine Ann medical brands set up strategic cooperation with millet in the early days of establishment, and became the partner of millet company in the health field. At the operational level, Xiaomi has carried out in-depth cooperation with nine medical care in user experience, e-commerce and cloud services.

At the capital level, nine an investment in millet as a strategic investor, iHealth's business model and development prospects were approved by millet investment, and got 25 million US dollars investment.

Nine an medical treatment, relying on Millet unique business model and large customer groups, iHealth brand with its online and offline dual platform to achieve rapid, large-scale promotion, for iHealth to continue to accumulate user groups, to enrich the healthy big data.

In addition, the nine shares of the medical company, Hua Lai technology and technology gained the investment of millet and became the ecological chain enterprise of millet.

According to the annual performance report issued by nine Ann medical service in April 26th, its net loss in 2017 was 166 million yuan, and the profit was 14 million 497 thousand and 900 yuan in the same period in the previous year, and the operating income was 598 million yuan, up 42.31% from the same period of last year.

Millet supply chain

Smart phones account for the highest proportion of Millet's revenues. Millet's prospectus shows that in the four quarter of 2017, millet ranked fourth in the world's smartphone shipments and ranked first in India's smartphone shipments.

Guang Fa Securities believes that millet and red rice mobile phone launched in the early stage of millet, with the advantage of high cost performance, main attack online channels, embrace the Internet bonus, to achieve the rapid growth of shipments. In 2016, due to the decrease in online bonuses, the growth rate of mobile phone shipments of Xiaomi declined briefly. However, in 2017, Xiaomi actively laid down the line, opened up the market, improved the supply chain, and returned to the track of rapid growth. At present, Xiaomi's smart phone product line has two series of millet and red rice, which are facing the middle and high-end market and the middle and low end market respectively.

Southwest Securities believe that for big customers such as apple, Samsung, HUAWEI and millet, suppliers who enter the list of supply chain through long-term certification can obtain a more stable share, and are easier to obtain orders when developing new business and developing new products, forming a certain range for upstream suppliers outside the supply chain. Admittance barriers of degree.

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Supply chain listed companies. Data source: Guang Fa securities

According to the views of a number of securities companies and the announcement of listed companies, the surging journalists listed the 5 concept labels most concerned by the institutions for reference by investors and do not constitute investment proposals.

Puttong (002769)

Pu Lu Tong is a manufacturer of sound components and electroacoustic components, service providers and an integrated solution provider of electro acoustic technology.

Since 2011, it has been working with Xiaomi to provide supply chain diagnostics to Xiaomi Communications Technology Co., Ltd., Beijing Xiaomi Electronics Co., Ltd. And Xiaomi Technology Co., Ltd. Supply chain optimization and supply chain implementation of integrated supply chain management services to reduce costs, improve efficiency and meet

According to the announcement of Pu Tong Tong, the supply chain management services of Xiaomi are charged by a certain rate of service charge and the rate is roughly 0.29%. The millet business accounts for 88% of the company's total business, and its service fee income accounts for 76% of the service income, and the contribution rate to the company's overall Maori is up to 45.78%. Therefore, the performance change of millet has great impact on the income of Pu Lutong.

Huatai Securities believes that as an exclusive supply chain service provider, Pu Lu Tong will benefit directly from the scale expansion of IPO after its financing. After the listing of millet, the growth of its business scale is expected to maintain a relatively high growth rate, and it will benefit from the development of millet smart home appliances and other sectors.

The 2017 annual report of Pu Lu Tong showed that its annual income was 5 billion 390 million yuan, up 49.9% from the same year, and the net profit of the parent company was 67 million 835 thousand yuan, and 64.5% fell from the same year.

Wen Tai science and Technology (600745)

Wen Tai technology is an enterprise engaged in R & D and manufacturing of mobile terminals, intelligent hardware and other products.

The annual report of 2017 shows that Wentai Technology launched in 2017 jointly with Qualcomm, Lenovo, OPPOVO, Xiaomi and other companies.

Wen Tai Technology said that with high quality customers such as HUAWEI and millet in 2017, high growth was achieved. In 2018, Chinese mobile phone manufacturers, HUAWEI and millet, are expected to continue to grow, good to smell the leading ODM (original design and manufacture) companies in the Thai and other industries.

With the promotion of mobile phone brand and the concentration of ODM industry, Wen Tai science and technology will promote quality customers and increase the value of the single machine, so as to improve the cost of project development and technology.

According to the 2017 annual performance report issued by Wen Tai Technology in April 26th, its net profit belonging to the owner of the parent company in 2017 was 329 million yuan, up 586.49% from the same period in the previous year, and the operating income was 16 billion 916 million yuan, up 26.08% from the same period of the previous year.

Xin Wanda (300207)

Xin Wanda is a company engaged in R & D and manufacturing of lithium-ion battery module. Its main product is lithium-ion battery module.

Hinwanda said on the Investor Interactive platform on March 13, 2018:

Pacific Securities said in research report that the market share of mobile phone digital business in Xin Wanda has been further improved. In the field of consumer batteries, the company has become a global supplier of HUAWEI, millet, OPPO and VIVO famous brands both at home and abroad, and its share is at a high level. The company has cut into the supply chain of several international product lines, and its share will continue to grow at a high speed. In 2018, the penetration rate of dual cell and heteromorphic battery solutions for mobile phone digital batteries increased, resulting in a single battery value increase.

The annual performance report released in April 17th showed that the net profit attributable to the owner of the parent company in 2017 was 544 million yuan, up 20.86% from the same period in the previous year, and the operating income was 14 billion 45 million yuan, an increase of 74.43% over the same period of last year.

Tricyclic group (300408)

Sanhuan group is a company engaged in the production of passive components, ceramic back cover and other products.

The 2017 annual report shows that the ceramic appearance of the three ring group has been applied to the millet 5, millet MIX, millet 6, millet MIX2, one plus X, Essential Phone and so on, and obtain higher market evaluation.

Sanhuan Group said, based on the

CITIC investment securities in the research report said that MLCC and ceramic base films have been in short supply since 2017, and three ring group orders are not in demand and are actively expanding, expected to benefit the whole year. OPPO R15 and millet MIX 2S models have good feedback, sales can be seen, and the ceramic shell starts to start in April. The following will not exclude the possibility of increasing the stock and other terminal brands, and the ceramic core and ceramic package base will expand the market rate steadily and build up the 5G.

According to the annual performance report issued by Sanhuan group in April 19th, the net profit belonging to the owner of the parent company in 2017 was 1 billion 83 million yuan, up 2.29% from the same period in the previous year, and the operating income was 3 billion 130 million yuan, an increase of 8.39% over the same period of last year.

EFI science and Technology (002456)

Optech is a company that produces touches and LCD modules, micro camera modules and fingerprint identification modules.

In the 2017 annual report, the company's main customers include HUAWEI, millet, OPPO and other domestic and international mainstream smartphone brands.

It is expected to become the harvest year of the two photography business in 2018, with clear logic, strong innovation in mobile phones, prominent advantages in camera quality, and a gradual increase in the high end mobile market, and the company's related business will benefit directly. In terms of quantity, the company has completed a breakthrough in the domestic high-end mobile phone market, forming a long-term friendly partner with a large number of manufacturers, and becoming an important supplier. It is expected that the shipments of dual module module are expected to break through one hundred million in this year.

According to the annual performance report published in April 23rd, the net profit of the owner of the parent company in 2017 was 1 billion 10 million yuan, up 40.47% from the same period in the previous year, and the operating income was 33 billion 791 million yuan, an increase of 26.34% over the same period of last year.

FENDA Technology (002681)

FENDA technology is a new intelligent hardware and integrated solution provider and service provider. The main products include five series of products, such as electroacoustic products, health appliances, smart wearable products, wireless modules, mobile intelligent terminal metal appearance and so on.

In 2017, FENDA technology announced that the terminal customers of the company's precision metal structure products include apple, HUAWEI, Samsung, vivo, millet, SONY, Motorola, Intel and many other well-known international brands. Millet Note3 selects the combination of metal middle frame and glass rear cover of FENDA technology.

FENDA technology reported in 2017 that the net profit attributable to the owner of the parent company in 2017 was 443 million yuan, up 15.06% from the same period in the previous year; the operating income was 3 billion 210 million yuan, 52.59% compared with the same period of last year, and the basic earnings per share was 0.34 yuan, 9.68% over the same period of the previous year.

It is worth noting that in April 10th, the Hainan Securities Regulatory Bureau issued a decision on administrative penalties, punishing the illegal behavior of FENDA science and technology staff Lin Li, Yang Xiaotao leaked inside information and insider trading, a total of 243 thousand yuan. As Yang Xiaotao released the announcement of the "increase holding initiative" that was not officially disclosed to the friend circle, it was the act of disclosing the information of the insider, and the circle of friends was seen in the WeChat group and bought the stock of FENDA technology, which constituted the act of insider trading.

Annex Technology (002635)

Angie technology mainly provides precision functional components production and overall solutions for smart phones, computers and other high-end consumer electronics products and new energy vehicles.

Anne technology 2017 annual report shows that the company's acquisition of sophisticated products is the consumer electronic metal precision structure, has successfully produced for the millet, OPPO, VIVO, HUAWEI, Lenovo and other well-known consumer electronic brand manufacturers.

On March 28, Anjie Technology in response to investors' questions on the Shenzhen Stock Exchange interactive platform, said:

Anne's annual performance report said that the net profit attributable to the owner of the parent company in 2017 was 391 million yuan, up 1.13% from the same period in the previous year; the operating income was 2 billion 715 million yuan, up 48.53% from the same period in the previous year, and the basic earnings per share was 0.61 yuan, a decrease of 7.58% from the same period of the previous year.

China Gold securities in the research report said that the security technology in the smart phone business module, metal parts, 3D hot press plastic back cover have a layout, the overall screen, wireless charging and OLED trends for die cutting needs to further improve the large customer ASP, while the domestic customer model and product categories continue to increase.

Coda shares (600986)

Coda's main business is digital marketing, link media and advertisers, through data insight and analysis, to provide marketing services and communication planning for advertisers.

According to Coda's annual report 2017, Coda shares are the core agents of Xiaomi net clothing. According to "Securities Times" reported that Coda shares as millet net clothing industry for three consecutive years of core partners, repeatedly hit the highest single day millet record.

The annual report shows that Coda shares 9 billion 470 million yuan in 2017, an increase of 34.79% over the same period of the previous year. The net profit attributable to the parent company was 463 million yuan, an increase of 11.29% over the same period of the previous year.

Anxin Securities said in the research report, Coda shares comprehensive integration effect appears, digital marketing business is beyond expectations. At present, Koda has completed the comprehensive integration from physical space to organizational form, covering the whole industry chain of digital marketing, and has become a leader in digital marketing.

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