This week entered the last week of A-share trading in 2021, and also ushered in the last wave of new share subscription.
According to the preliminary issuance arrangement, seven new shares will be subscribed this week. On December 27 (Monday), Yahong medicine and 3D world were released; On December 29 (Wednesday), the tender shares and temus were issued; On December 30 (Thursday), Weike technology was released; On December 31 (Friday), chuangyao technology and Tianyue advanced technology were released.
the last wave of new shares in 2021
This week’s subscription of new shares is the last batch in 2021. At present, only three-dimensional Tiandi, Yahong medicine and temus have announced the issuance price. The issuance price of three-dimensional Tiandi is 30.28 yuan, with an issuance P / E ratio of 44.81 times, which is 61.03 times lower than the industry average in recent months; 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 has an issue price of 16.53 yuan and an issue price earnings ratio of 22.99 times, 15.74 times higher than the industry average in recent months.
Among the seven new shares, investors pay relatively high attention to Tianyue advanced.
Tianyue advanced is a leading manufacturer of wide band gap semiconductor (third generation semiconductor) substrate materials in China. Its main products include semi insulating and conductive silicon carbide substrates. Semi insulating substrates are mainly used in 5g communication, national defense and other fields, while conductive substrates are used in electric vehicles, new energy and other fields. At present, the company mainly produces semi insulating substrates.
It is understood that silicon carbide substrate material is a wide band gap semiconductor material, which is one of the basic core raw materials of the new generation of information technology industry in a strategic emerging industry. Tianyue advanced has mastered the core technologies covering equipment design, thermal field design, powder synthesis, crystal growth, substrate processing and other links, and independently developed the preparation technologies of semi insulating and conductive silicon carbide substrates of different sizes. According to the statistics of yole, an international well-known industry consulting organization, in 2019 and 2020, Tianyue advanced has ranked among the top three in the world in the semi insulating silicon carbide substrate market.
Tianyue advanced plans to raise 2 billion yuan in this IPO for silicon carbide semiconductor material project. The company said that with the gradual implementation of the company’s fund-raising investment projects and other construction projects, the company’s production and marketing scale will be further expanded, the product structure will be further optimized, and the company’s market position and competitiveness will continue to improve.
Boc International (China) Co.Ltd(601696) believes that the global supply of silicon carbide substrate capacity is insufficient, but the downstream demand for silicon carbide substrate is gradually opening up. The company has a first mover advantage in this segment and the ability to compete with international giants. Therefore, it is expected that the investment of raised funds will increase the company’s operating revenue and optimize profitability.
many “big meat sticks”
This year is still a big year for A-share IPO. Judging from the performance of new shares listed this year, there are many “meat signature” stocks, Chengdu Xgimi Technology Co.Ltd(688696) , Eastroc Beverage (Group) Co.Ltd(605499) , Puya Semiconductor (Shanghai) Co.Ltd(688766) , Zwsoft Co.Ltd(Guangzhou)(688083) , Shanghai Haoyuan Chemexpress Co.Ltd(688131) , Henan Liliang Diamond Co.Ltd(301071) , Chengdu Rml Technology Co.Ltd(301050) , Sino Biological Inc(301047) and other new shares with single signature income of more than 100000 yuan.
According to the statistics of the reporter of the securities times, excluding the new shares that have not yet been opened, the average single sign income of 116 new shares listed on the main board of Shanghai and Shenzhen this year is 15500 yuan. The single sign income of Eastroc Beverage (Group) Co.Ltd(605499) , Suzhou Weizhixiang Food Co.Ltd(605089) , Zhejiang Huakang Pharmaceutical Co.Ltd(605077) , Aima Technology Group Co.Ltd(603529) is relatively high, all of which are more than 50000 yuan, and the single sign income of Eastroc Beverage (Group) Co.Ltd(605499) has reached 183700 yuan.
In terms of new shares on the science and innovation board, the average single signature income of 157 new shares was 22200 yuan, and the single signature income of Chengdu Xgimi Technology Co.Ltd(688696) , Puya Semiconductor (Shanghai) Co.Ltd(688766) , Zwsoft Co.Ltd(Guangzhou)(688083) , Shanghai Haoyuan Chemexpress Co.Ltd(688131) exceeded 100000 yuan. However, many new shares have won lots and lost money. Baiji Shenzhou, Liaoning Chengda Biotechnology Co.Ltd(688739) and other single lots have lost more than 15000 yuan. The first day of listing of Dizhe medicine, Wayz Intelligent Manufacturing Technology Co.Ltd(688211) , Shareate Tools Ltd(688257) also led to investors’ losses to varying degrees.
In terms of new shares on the gem, the average single signing income of 196 new shares was 16800 yuan, and the single signing income of three new shares such as Henan Liliang Diamond Co.Ltd(301071) , Chengdu Rml Technology Co.Ltd(301050) , Sino Biological Inc(301047) was more than 100000 yuan. At the same time, the issuance of new shares such as Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) , Rumere Co.Ltd(301088) , Cofoe Medical Technology Co.Ltd(301087) listed on the gem broke, and the winning investors also faced many losses.
the winning rate of selected new shares is high
In terms of the winning rate, the winning rate of new shares at the selected layer is generally high. The online winning rate previously disclosed by Tongli shares reached 25.85%, setting a record since the opening of the selected layer.
Qilu Huaxin, Huawei design, Litong technology, Zhu Laoliu, Deyuan pharmaceutical and other companies with high success rates are selected layer listed new shares. According to the analysis, the reason for the high winning rate of selected layer enterprises is mainly because investors pay less attention to the innovation of selected layer before being included in the enterprises of Beijing stock exchange. In case of large-scale issuance of new shares, the winning rate of selected layer investors is easy to improve.
However, with the official opening of the Beijing stock exchange, the enthusiasm of investors of the Beijing stock exchange to participate in innovation is obviously high. Weibo hydraulic, which was issued online on December 22, is quite popular. According to the issuance announcement, in terms of online issuance, Weibo hydraulic will adopt a direct pricing method this time. It plans to publicly issue 8.4783 million shares at an issue price of 9.68 yuan / share, which is about 20% higher than the base price, with an issue P / E ratio of 18.59 and an expected Fund-raising of 82.0696 million yuan.
On the purchase threshold, the purchase amount of Dingge is 402700 shares, and the frozen fund is 3898100 yuan. According to Shenwan Hongyuan Group Co.Ltd(000166) calculation, assuming that there are 460000 to 552000 effective online subscription households and 180000 frozen funds for a single household, the winning rate is expected to be 0.078% to 0.094%.
Some new investors who participated in Weibo hydraulic disclosed that “they applied for 3.3 million yuan and allocated only 200 shares”. Another investor said that he had subscribed for 610000 yuan and had not been placed. Many industry insiders expect that the winning rate of the new shares may be close to the new historical low since the selection layer.
In terms of new shares listed in Shanghai and Shenzhen, China Three Gorges Renewables (Group) Co.Ltd(600905) , China Telecom Corporation Limited(601728) and other large-scale new shares have a relatively high success rate, China Three Gorges Renewables (Group) Co.Ltd(600905) online issuance investors have a success rate of 1.28%, and China Telecom Corporation Limited(601728) has a success rate of 0.96%.
According to the data recently released by China Mobile, the final number of shares issued online is 436 million shares (including over allotment). After the call back, the winning rate of this online offering was 0.12411863%, the effective subscription multiple was 805.68 times (including the over allotment part), and investors’ subscription was hot.
The last wave of new shares in 2021 is coming! Have you ever won the eight “big meat sticks” this year
Do you want to play? Next week, 1 new share will be listed and 7 new shares will be subscribed. Come and have a look!
(Securities Times)
