The market saw the break of new shares again!

In early trading today, A-Shares rebounded in shock, the Shanghai stock index returned to more than 3600 points, and important stock indexes such as gem index, Kechuang 50 and Shanghai and Shenzhen 300 all rose by more than 1%. However, after the transaction between the two cities fell below trillion yuan yesterday, there is a further reduction trend today, indicating that the market wait-and-see atmosphere is still strong. On the disk, Yuan universe, media and entertainment, semiconductor, national defense and military industry and other sectors led the increase, while hotel catering, salt lake lithium extraction, silicone, coal and other sectors led the decline.

however, there was a huge amount of funds going north today, with a net inflow of 9.355 billion yuan as of midday closing. The intention of rushing to raise funds for the coming year is obvious.

yuan cosmic belt hot Internet industry

After several days of adjustment, the concept of meta universe is active again today. The volume of the plate index has increased by nearly 5%, the limit of Beijing Jiaxun Feihong Electrical Co.Ltd(300213) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) has increased by 20%, and the limit of Tecnon (Fujian) Commercial Lighting Co.Ltd(300650) , Hubei Century Network Technology Inc(300494) , New Guomai Digital Culture Co.Ltd(600640) , Kaiser (China) Culture Co.Ltd(002425) has also increased or exceeded 10%. Driven by the strong concept of meta universe, the whole Internet related industries have risen one after another, and cloud games, IP realization, online Red economy, online games and other sectors have strengthened significantly.

In terms of news, recently, the “bay area yuancosmos conference and 2021-2022 blockchain Industry Summit ceremony” was held in Shenzhen. At the conference, Shenzhen Chain Association officially released the analysis report on Shenzhen Urban blockchain industry (2020-2021). Based on one year’s field investigation, data collection, monitoring and analysis, the report combs the development of blockchain outside China, This paper compares and analyzes the development of block chain industry in Shenzhen, and points out the problems and solutions in the development and application of block chain.

Well known local technology enterprises in Shenzhen have expressed their predictions and views on the future of the meta universe at the conference. Xu Haifang, Shenzhen Internet director of Huawei cloud, believes that the yuan universe industry will be the next golden 20 years and the general development direction of the industry in the future. Huawei will build an open environment and build the whole scene wisdom with “connection + computing” as the direction in ICT infrastructure and terminal equipment and Huawei cloud as practical applications.

Li Jun, the person in charge of Tencent blockchain products, said that the meta universe is a huge system, and the arrival of the meta universe is a natural evolution process. As one of the technical components of the future meta universe, the blockchain will not be in place in one step and needs to be gradual.

The concept of meta universe continues to play its powerful function of creating wealth in the A-share market, and the edge rise continues to be strengthened. This morning, Dalian Zeus Entertainment Co.Ltd(002354) released an institutional research announcement, saying that the wholly-owned subsidiaries of the company gathered into a joint venture between digital technology (Dalian) and Beijing Zhijing future technology to establish a new company, Beijing Yuanjing Digital Technology Co., Ltd. Import the products, technologies, user resources in the field of E-sports games and data flow resources in the fields of short video, live broadcast and content marketing into the joint venture, and take the joint venture as the main body to build a virtual digital man production platform to realize the application of virtual digital man in the field of E-sports games and brand marketing. Dalian Zeus Entertainment Co.Ltd(002354) after opening high in the morning, the daily limit was closed quickly.

New era Securities pointed out that looking forward to 2022, we should gradually strengthen the allocation of media Internet and grasp the era of meta universe. At present, there are several major directions that can be grasped around the meta universe. First, new hardware terminals and consumer arvr devices can be compared with the situation of mobile phones; Second, the new operating system or operating platform built on arvr devices, represented by Microsoft, Google, apple, wechat and other platform companies; Third, in addition to the transferred entertainment and enterprise industrial applications, or new applications with a volume of 100 million will be generated, and the business model will be extended by changing the new interaction mode of connection and experience. Although the current industrial development is at an early stage, it is developing rapidly. Early investment should grasp the digital entertainment content that has the most performance support and is most likely to be transferred to the meta universe, such as digital games, virtual people and idols, exhibitions, etc.

two new shares broke on the first day

Affected by the rising market wait-and-see mood and shrinking transaction at the end of the year, new shares have entered the breaking climax again after the end of October. On the 28th, 2 new shares of 4 broke, and 2 new shares listed today, respectively, Pingao shares and Chunli medical.

Pingao Co., Ltd. is a professional cloud computing and industry information service provider in China. It provides a full stack of enterprise level cloud and information services from IAAs infrastructure layer, PAAS platform layer, DAAS data layer to SaaS software layer for customers in rail transit, government, telecommunications, automobile, public security, finance, education, military industry and other industries. The issue price is 37.09 yuan and the issue price earnings ratio is 111.34 times. Today’s listing opened 11.03% lower, and then the lowest was 31.5 yuan, down 15.09%. According to the lowest price, the investor who won one lot lost 2795 yuan.

However, the growth of Pingao shares has been sluggish in recent years. The prospectus shows that from 2018 to 2020, it achieved revenue of 443 million yuan, 402 million yuan and 462 million yuan respectively, and net profit of 23.0998 million yuan, 35.7747 million yuan and 48.0403 million yuan. For the performance in 2021, the company also made predictions in the prospectus. It is expected that the revenue in 2021 will be 450 million yuan – 550 million yuan, and the net profit will be 50 million yuan – 60 million yuan, with year-on-year changes of – 2.52% – 19.14% and 4.08% – 24.90% respectively.

Chunli medical is one of the earliest enterprises in China to develop and produce advanced joint prosthesis products. Its main business is the R & D, production and sales of implantable orthopedic medical devices. Its main products are joint prosthesis products and spinal implant products. The issuing price of Chunli medical is 29.81 yuan, and the issuing price earnings ratio is 41.41 times.

Chunli medical fell rapidly after the flat opening in the morning, reaching a minimum of 27.01 yuan, down 9.39%, but then rebounded step by step. It once turned red in the day, and closed at 29.5 yuan, down 1.04% by noon.

However, Chunli medical has grown very rapidly in recent years. From 2018 to 2020, it achieved operating revenue of 498 million yuan, 855 million yuan and 938 million yuan respectively, with a compound growth rate of 37.23%; The net profit was 104 million yuan, 235 million yuan and 277 million yuan, with a compound growth rate of 63.46%.

It should be noted that Chunli medical is the first a + H dual listed enterprise in the orthopedic medical device industry. Chunli medical H shares have fluctuated all the way since they peaked at HK $63 in July 2020. Today, they opened low again to HK $14.5, a new low in more than two years, with a decline of 77% during the period. Today, A-Shares are listed, and the share price is far more than 100% higher than that of H shares.

In addition, the strategic placement of this offering was followed by Huatai innovation, a relevant subsidiary of the sponsor Huatai United Securities, and was allocated about 1537100 shares, with a 24-month sales restriction period and an amount of about 45.821 million yuan; The special asset management plan for senior executives and core employees of the company (“Jiayuan No. 1”) was allocated about 3.6156 million shares, with a sales restriction period of 12 months and an amount of about 108 million yuan.

future strategy

Theme strategies of eight securities companies: game, virtual human, VR / Ar / MR and NFT mining the “four main lines” of metauniverse

Free research report selection: the upper limit of military industry sector valuation improvement is far from coming! The metauniverse is expected to continue to catalyze these targets

A “demon king”! The soaring Andon Health Co.Ltd(002432) pursuit can’t stop the Caitong Securities Co.Ltd(601108) limit! What happened to the change of securities stocks?

(E company)