On June 19, ren Xinxin material (301395.SZ) open explain buy, issue the price to be 26.68 yuan / , city is filled with rate for 44.08, explain buy upper limit to be 10 thousand, belong to hand in place greatly to do poineering work board, 10 thousand protect Jian orgnaization for its with negotiable securities (advocate bear the) that sell business.
Book of raise capital by floating shares shows, ren Xinxin material basically pursues the research and development of new material of polystyrene high polymer, production and sale. Inside report period, company product basically is current level polystyrene (GPPS, common says “ appears benzene ”) and product of Gao Kangchong polystyrene (HIPS, common says “ changes benzene ”) .
Company HIPS product is given priority to basically with common series, progressively to Gao Guangze series is mixed be able to bear or endure microtherm series transfers, high-end domain and part wait to to colophony base material the domain that refuses strong demand all has wide application in the bravery inside crust of electronic electric equipment, freezer and door line, the industry can be reached on main technique index relatively banner level, product quality has taller stability, hind of put into production obtained good market echo, have good development prospect and higher product profit.
In produce can build an aspect, the technology that passes earlier stage is accumulated and the project is built, the company produces per year project of extend of new material of 180 thousand tons of polystyrene to already ended trial production, it is normal that main production unit is run, the quality of the product and function are accorded with basically anticipate, year of design of GPPS product produce can increase to from 120 thousand original tons 210 thousand tons, had year of productivity of product of 90 thousand tons of HIPS at the same time. Up to the report period period end, this company belongs to Hua Na area the biggest, whole nation ranks the new material of polystyrene high polymer of the 4th to produce a business.
Company fair development travel is new capital deducts a collect after after issueing charge, the ordinal and ordinal invest in according to importance is the following project:
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Financial aspect, at 2020 year, 2021 year, 2022 year, business income of implementation of Ren Xinxin material is 1.113 billion yuan respectively, 1.698 billion yuan, 24, 4.1 billion yuan of RMBs; Net profit is 170 million yuan about respectively, 134 million yuan, ninety-four million and sixty-one thousand three hundred yuan of RMBs.
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1-6 month company predicted via battalion outstanding achievement the situation is as follows 2023:
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Notable is, ren Xinxin material is mentioned in book of raise capital by floating shares, company presence runs the risk that outstanding achievement glides compared to the same period. Its express, 2022 year, the company realizes business income amount 244, one million three hundred and twenty-nine thousand eight hundred yuan, increase 43.81 percent compared to the same period, but downstream home appliance and illume industry rise because of cost of macroscopical economic fluctuation, raw material, marine content sheds cost to promote wait for an element and appear the case with insufficient demand of terminal product spending, in the meantime, conflict of Russian black politics and international energy crisis bring about international crude oil to reach relevant a large amount of chemical industry products rise in price faster, drive perch of styrene market value to move further.
Suffer this effect, company advocate the price between resin of battalion product polystyrene and styrene of main raw material is poor relatively on year shrinks significantly narrow, the enterprise manages outstanding achievement expression to anticipate not as good as, glide with the 2nd quarter and outstanding achievement of the 3rd quarter especially more apparent, and area of Hua Na of the 4th quarter suffers specific element to affect, although the terminal consumption demand of downstream home appliance and illume domain already anabiosised gradually, but still be highlighted not quite and stabilize, will integratedly look, company annual is clean 2022 profit dimensions relatively on year will glide compared to the same period 29.85% , 2022 year glide somewhat via battalion outstanding achievement.
Future, if international crude price or price of styrene raw material rise further, or the terminal consumption demand of downstream home appliance and illume industry anabiosises not as good as the industry anticipates, appear even the case of farther atrophy, or other influence polystyrene and the negative factor with styrene poor price happen continuously, cost of upriver raw material rises pressure is likely cannot seasonable, effective, swim downward out and out conduct, the company will face the risk that via battalion outstanding achievement short-term deficit appears to did not manage outstanding achievement to glide compared to the same period.
