The IPO market this week is unforgettable. On the first day of listing, the share price of “the most expensive new share in history” Hemai shares rose to 824 yuan, and the profit of the first contract was 133100 yuan, which surprised the investors who abandoned the purchase.
All 13 new shares listed this week recorded an increase. From the perspective of single signature profit, in addition to Hemai shares, the single signature profit of 6 new shares such as Ju Guang Technology exceeded 10000 yuan, while the single signature profit of Ju Guang technology reached 75700 yuan.
Among the new shares next week, the fund-raising amount of Yahong medicine and Tianyue advanced to be purchased on Monday and Friday exceeds 2 billion yuan. Among them, the third generation semiconductor material enterprise Tianyue advanced will start online subscription on December 31. Tianyue advanced’s main business is the R & D, production and sales of wide band gap semiconductor (third generation semiconductor) silicon carbide substrate materials. Hubble investment, a subsidiary of Huawei, holds shares in the company.
new shares rose on the first day of last week
This week (December 20-24), 13 new shares recorded an increase. From the perspective of single signature profit, in addition to Hemai shares, the single signature profit of 6 new shares such as Ju Guang Technology exceeded 10000 yuan, while the single signature profit of Ju Guang technology reached 75700 yuan.
The most amazing performance is undoubtedly the “most expensive new share in history” Hemai shares listed last Monday. Hemai shares became the most expensive new share in the history of A-Shares at the issue price of 557.8 yuan. On the first day of listing, wo Mai shares surprised the market with an increase of 29.98%, with a total market value of 29 billion yuan. It is roughly estimated that the investors in the first signing will make a profit of 73600 yuan a day. If it is successfully sold at the intraday limit price of 824 yuan, the profit is as high as 133100 yuan.
So far this year, according to the highest price sold on the first day of listing, there have been 11 new shares that can earn 100000 yuan, of which Chengdu Xgimi Technology Co.Ltd(688696) ranks first with a single signature income of 238700 yuan, Eastroc Beverage (Group) Co.Ltd(605499) and Puya Semiconductor (Shanghai) Co.Ltd(688766) rank second and third with a single signature income of 183700 yuan and 174600 yuan respectively.
The “most expensive new shares” that earned enough attention on the first day of listing decided to take out most of the fund-raising amount for financial management. Hemai shares announced on the evening of the 20th that it plans to use up to 4.5 billion yuan of temporarily idle raised funds for cash management for the purchase of investment products with high safety, good liquidity and guaranteed principal, with a service life of no more than 12 months. Within the above limit and term, the company and its subsidiaries can be used circularly and continuously.
In this IPO, Hemai shares raised a total net fund of 5.406 billion yuan, and the amount of listed investment projects was only 558 million yuan. It was invested in three projects: Hemai intelligent manufacturing base, energy storage inverter industrialization and intelligent complete electrical equipment upgrading, which were 258 million yuan, 88.771 million yuan and 71.5907 million yuan respectively, and another 140 million yuan was used to supplement working capital.
From the issue price, in addition to Hemai shares, among the other 12 new shares listed last week, Juguang technology, Nanwang technology, Chaoda equipment and Yayi technology all increased by more than 100% on the first day, of which Juguang technology increased by 145% on the first day, and the single signing profit reached 75700 yuan, second only to Hemai shares. In terms of the initial P / E ratio, the P / E ratio of three new shares issued by Juguang technology, Hemai shares and Baicheng medicine last week exceeded 100%.
Tianyue Xianda new held by Huawei
According to the current arrangement, if there is no change, there will be 7 new shares available for subscription next week (December 27-31), including 3 on the science and innovation board, 3 on the gem and 1 on the Shenzhen main board.
Among the new shares next week, the fund-raising amount of Yahong medicine and Tianyue advanced to be purchased on Monday and Friday exceeds 2 billion yuan. At present, three-dimensional world, Yahong medicine and temus have announced the issue price. The issuing price of 3D Tiandi is 30.28 yuan, and the issuing price earnings ratio is 44.81 times, which is 61.03 times lower than the industry average in recent one month; The issuing price of Yahong medicine is 22.98 yuan, which is not applicable to the P / E ratio, so it is not disclosed; Tamus issued at a price of 16.53 yuan, with a P / E ratio of 22.99 times, higher than the industry average of 15.74 times in recent months.
It is noteworthy that the third generation semiconductor material enterprise Tianyue advanced (688234) will start online subscription on December 31. Tianyue advanced’s main business is the R & D, production and sales of wide band gap semiconductor (third generation semiconductor) silicon carbide substrate materials. The company’s main products include semi insulating and conductive silicon carbide substrates, which can be used in microwave electronics, power electronics and other fields.
Before IPO, Zong Yanmin was the advanced controlling shareholder and actual controller of Tianyue. Zong Yanmin directly holds 129302726 shares of the company, accounting for 33.4340% of the total share capital of the company. In addition, Huawei’s Hubble investment holding was 7.0493%, and Shenzhen Venture Capital Holding was 1.4364%.
Monday (December 27)
Yahong medicine (688176) is a global innovative drug company focusing on the field of urogenital tumors and other major diseases. With three core technology platforms, Yahong medicine has established a number of internationally leading product portfolios under research, with great potential for future performance growth. The company’s products are under research and development and have not yet achieved profitability. A total of 2.070 billion yuan is planned to be invested in this raised investment project, which is mainly used for new drug R & D projects. After the implementation of the project, the development progress and commercialization process of drugs will be accelerated, and the core competitiveness of the company will be further improved.
The main business of 3D Tiandi (301159) is the R & D, sales and implementation of application software products such as inspection and detection informatization and data asset management, and provides relevant technical services. The company’s main products include inspection and testing information management software, data asset management software, supply chain management software and technical services. It mainly provides industry application software and solutions to governments, enterprises and institutions.
Wednesday (December 29)
Temus (001234) is mainly engaged in the R & D, production and sales of knitted fabrics and knitted clothing, and mainly provides OEM processing services for decathlon, Zhejiang Semir Garment Co.Ltd(002563) , Quiksilver, kappa, Giordano, cotton era and other clothing brands. The company’s products can be divided into sports clothing, leisure clothing and children’s clothing. Temus has a high concentration of customers. From 2018 to 2020, the company’s sales to decathlon were RMB 423 million, RMB 466 million and RMB 373 million respectively, accounting for 56.05%, 58.90% and 53.84%.
Tendering Co., Ltd. (301136) is mainly engaged in engineering supervision, test and detection, bidding services, surveying and mapping and geographic information services, survey and design and other technical services. The company mainly provides engineering consulting services such as engineering supervision, test and detection, bidding services, surveying and mapping and geographic information services, survey and design, covering roads, water transportation, construction, municipal administration, water conservancy and hydropower Natural resources, ocean, electromechanical installation, agriculture, forestry, railway and other fields.
Thursday (December 30)
Weike Technology (301196) is mainly engaged in the R & D, design, manufacturing and sales of precision injection molds, injection molded parts and health products. It mainly provides products and services for customers in downstream industries such as electronics, automobile, home appliances and health appliances. A total of 775 million yuan is planned to be invested in this raised investment project, which is mainly used for the high-end intelligent Jiangnan Mould & Plastic Technology Co.Ltd(000700) Industrial Park project of Vico and the intelligent manufacturing project of Vico molding. It is expected to expand the company’s product marketing capacity and service scope after the project is completed.
Friday (December 31)
Chuangyao Technology (688259) is an integrated circuit design enterprise, mainly engaged in the R & D, design and sales of communication chips, and provides application solutions and technical support services. The communication chip and solution business specifically includes applications in the field of access network communication and power line carrier communication.
Tianyue advanced (688234) is mainly engaged in the R & D, production and sales of wide band gap semiconductor (third generation semiconductor) silicon carbide substrate materials. The company’s main products include semi insulating and conductive silicon carbide substrates, which can be used in microwave electronics, power electronics and other fields. In the first half of 2021, the revenue of Tianyue advanced was 247 million yuan and the net profit was 47.9 million yuan. The IPO plans to raise 2 billion yuan, mainly for silicon carbide semiconductor materials projects.
(Securities Times · e company)
