Analysis of the daily limit of Chaohua Technology on September 17: Lithium batteries, PCB boards, domestic chip concept hot stocks

According to the Securities Star Data Center, Chaohua Technology`s daily limit closed at 10.41 yuan. The stock's daily limit was opened at 14:29, and the daily limit was opened once. As of the closing of the market, the capital of the seal was 72,192,700 yuan, accounting for 0.87% of its circulating market value.
In terms of capital flow data, on that day, the main net inflow of funds was 123 million yuan, the net inflow of hot money was 151 million yuan, and the net outflow of retail funds was 59,171,600 yuan.
The stock is a lithium battery, PCB board, and domestic chip concept hot stock. On the day, the lithium battery concept rose 0.39%, and the PCB board concept rose 0.06%.
The investment logic of the stock is as follows:
1. The company has an annual production capacity of 12,000 tons of copper foil, becoming one of the few domestic companies with a production capacity of over 10,000 tons of high-precision copper foil, and has the mass production capacity of 6um lithium battery copper foil and high-frequency high-speed copper foil; lithium battery copper foil It is an important lithium battery anode material. The company`s main customers of lithium battery copper foil are well-known lithium ion battery manufacturers at home and abroad; in 19 years, the company`s copper foil revenue was 493 million yuan, accounting for 37.31%; the company`s annual output of 8,000 tons of high-precision electronic copper foil Engineering (Phase II) project" is proceeding in an orderly manner. After the project is put into operation, the company's copper foil production capacity will reach 20,000 tons.
2. A small number of vertically integrated industrial chain production companies in the PCB industry are capable of providing copper foil substrates, single-sided printed circuit boards, double-sided multilayer printed circuit boards, special wood pulp paper for copper clad laminates, drilling and laminating processing The production and service capabilities of the entire industry chain product line, including the production of flexible circuit board copper foil; PCB production capacity of 7.4 million square meters per year, 20 years of circuit board revenue of 481 million, accounting for 37.63%
3. As one of the world's leading G.hn chip design companies, Xindi Semiconductor (holding 11.77%), the shareholding company, provides integrated circuit chips and core software for "smart homes" and "smart cities", and its products cover telecommunications and charging piles. , Smart home and other fields, the company will also actively promote the rapid development of Xindi Semiconductor
From the perspective of financial status, Chaohua Technology`s 2021 mid-year report shows that the company`s main operating income was 1.197 billion yuan, a year-on-year increase of 125.05%; net profit attributable to the parent was 73.577 million yuan, a year-on-year increase of 286.47%; non-net profit was 91.216 million yuan, a year-on-year increase 543.65%; debt ratio 54.83%, investment income of 2.3338 million yuan, financial expenses of 36.8659 million yuan, and gross profit margin of 22.59%.