Recently, the 700 million yuan fixed growth plan of the science and innovation board company Ucloud Technology Co.Ltd(688158) was implemented. 10000 and Huaxia funds jointly ate more than half of the chips and subscribed for 250 million yuan and 140 million yuan respectively. However, the latest closing price of Ucloud Technology Co.Ltd(688158) is 21.97 yuan, which has fallen below the issue price of 23.11 yuan / share. according to the number of shares allocated, Wanjia and Huaxia funds have floating losses of more than 12.33 million yuan and 6.7 million yuan respectively.
According to the statistics of science and Innovation Board daily, there are many such cases. Since June 2021, a total of 7 companies on the science and innovation board have disclosed the fixed increase results. As of press time, Western Superconducting Technologies Co.Ltd(688122) , Dbappsecurity Co.Ltd(688023) , Beijing Sinohytec Co.Ltd(688339) 3 have also fallen below the issue price.
Note: the “latest share price” is the closing price on January 28, 2022. The above companies did not distribute dividends after the fixed increase was implemented
The above fixed increase has a 6-month restricted sale period. At present, the participants cannot sell the allotted shares.
Among the investors participating in the fixed growth of these three companies, there are many well-known institutions and niusan: Ge Weidong and JPMorgan participated in the fixed growth of Dbappsecurity Co.Ltd(688023) ; UBS group, JPMorgan Chase and Morgan Stanley were allocated Beijing Sinohytec Co.Ltd(688339) shares. Among them, Ge Weidong belongs to class C investors, namely natural person professional investors.
Did the “expert” look away? In fact, the quality of the above four companies is quite good.
Many products of Western Superconducting Technologies Co.Ltd(688122) are widely used in military equipment, scientific engineering, etc. at present, the company is the only low-temperature superconducting wire rod manufacturer in China, and there is no competitor in China. The company is also the only whole process manufacturer of niobium titanium ingot rod, superconducting wire rod and superconducting magnet in the world. the company previously announced the performance forecast for 2021, and the net profit nearly doubled : it is expected that the net profit attributable to the parent company in 2021 will be about 720 million yuan, with a year-on-year increase of about 94.19%.
Because of this, Western Superconducting Technologies Co.Ltd(688122) has attracted a number of well-known institutions and private equity competition. JPMorgan Chase, UBS, e fund, Huaxia Fund, China Europe Fund, Gaoyi, Zhengxin Valley, etc. have all participated in the purchase quotation.
Both Dbappsecurity Co.Ltd(688023) and Ucloud Technology Co.Ltd(688158) are the core targets of digital economy. The revenue scale of the former’s cloud security platform and big data security platform continues to grow. Although the revenue proportion of new products such as data security and Xinchuang cloud security is not high, it shows a high-speed growth trend. many stars QFII, such as Barclays Bank, UBS and Jianyi industrial investment, once competed in their purchase and quotation; the latter is the largest third-party cloud computing service provider in China. As a completely independent cloud service provider, Ucloud Technology Co.Ltd(688158) also has unique advantages in the face of Alibaba cloud, Tencent cloud, China Telecom Corporation Limited(601728) , AWS, Huawei cloud, etc., that is, a neutral positioning that does not compete with users.
Beijing Sinohytec Co.Ltd(688339) is listed with the halo of “the first share of hydrogen energy”, which is the leader of China’s fuel cell system. benefiting from the hydrogen energy policy and the demand of the upcoming winter Olympic Games, the installed capacity has increased rapidly . It is understood that Beijing Sinohytec Co.Ltd(688339) and Fukuda and Toyota jointly provide some fuel cell vehicles for the Winter Olympics. Since Q3 last year, some orders of the Winter Olympic Games have been placed and the sales volume of the company has increased. 1-9m21 Beijing / Zhangjiakou has sold 156 / 208 fuel cell vehicles respectively, and the Beijing Sinohytec Co.Ltd(688339) matching rate is as high as 96% / 34% respectively.
In sharp contrast to the “good foundation”, the falling share prices of the four companies. The final issuance results of {686} and {682} were about 8133%, {6822%} and {6823%} respectively.
