In the first week of 2022, 41 stocks in Shanghai and Shenzhen will be lifted. According to the latest closing price, the market value of the lifted shares will reach 43.382 billion yuan.
Among them, the semiconductor leader Advanced Micro-Fabrication Equipment Inc.China(688012) will lift the ban on 80.2293 million shares on January 4, with a market value of 10.157 billion yuan, accounting for 13.02% of the total share capital. The type of lifting the ban is the placement of shares by private placement institutions. In addition, Jiangsu Zijin Rural Commercial Bank Co.Ltd(601860) 1.718 billion shares will be lifted on January 4, with a lifting proportion of 46.94%, the highest lifting proportion this week. Guangdong Lyric Robot Automation Co.Ltd(688499) 799400 shares will also be lifted on January 4, with a lifting yield of 654.18%, which is the highest lifting yield this week. Lifting rate of return ranking lifting proportion ranking lifting market value ranking
semiconductor leader welcomes 10 billion ban
In this week's list of lifting the ban, the market value of semiconductor leader Advanced Micro-Fabrication Equipment Inc.China(688012) is large, which is 10.157 billion yuan, with a lifting proportion of 13.02%.
Advanced Micro-Fabrication Equipment Inc.China(688012) a total of 20 restricted shareholders were lifted this time. The shareholder with the largest market value was the national integrated circuit industry investment fund phase II Co., Ltd., with 24.4403 million shares lifted. In addition, there are shareholders from ICBC Credit Suisse fund, GIC private limited, Gaoyi Xiaofeng No. 2 letter fund and other public and private equity, brokerage asset management and insurance asset management. Compared with the fixed issue price, the yield of the above lifted shareholders was 23.77%.
According to the data, Advanced Micro-Fabrication Equipment Inc.China(688012) focuses on the key manufacturing equipment of integrated circuits and led, and deeply cultivates the field of chip manufacturing and etching.
Last December, Advanced Micro-Fabrication Equipment Inc.China(688012) shares fell by about 20% to close at 126.60 yuan / share.
Recently, a number of securities companies have released research reports on Advanced Micro-Fabrication Equipment Inc.China(688012) .
Haitong Securities Company Limited(600837) believes that in the manufacturing of logic integrated circuits, Advanced Micro-Fabrication Equipment Inc.China(688012) 12 inch high-end etching equipment has been used in advanced production lines such as 65 nm to 5 nm for internationally renowned customers, and etching equipment less than 5 nm has been developed for processing in several key steps, obtaining batch orders from industry-leading customers. The etching equipment of Advanced Micro-Fabrication Equipment Inc.China(688012) continued to break through in a more advanced and complex direction, and the revenue increased significantly.
Gf Securities Co.Ltd(000776) believes that the gross profit margin of Advanced Micro-Fabrication Equipment Inc.China(688012) continues to rise, and the income from changes in fair value has increased greatly. With reference to the company's historical valuation and 150 times PE forecast in 2022, it is given a target price of 213 yuan / share, maintaining the "buy" rating.
Data show that northbound funds increased their positions significantly on December 23, December 28 and December 30 last year. On the whole, the shareholding of foreign capital in Advanced Micro-Fabrication Equipment Inc.China(688012) showed an upward trend in December 2021.
Guangdong Lyric Robot Automation Co.Ltd(688499) floating profit of restricted shares exceeds 6 times
On January 4, Guangdong Lyric Robot Automation Co.Ltd(688499) 799400 shares (offline placement restricted shares) will be lifted, with a rate of return of 654.18%, and the floating profits of more than 300 restricted shareholders are considerable. On December 31 last year, Guangdong Lyric Robot Automation Co.Ltd(688499) still rose strongly by 5.77%, and the stock price rose about 12% last week.
Guangdong Lyric Robot Automation Co.Ltd(688499) is a new energy intelligent equipment manufacturing enterprise. Under the new round of expansion cycle, the demand for lithium battery equipment is strong. Caixin Securities believes that the vigorous development of the downstream electric vehicle market has brought strong demand for power batteries, which has driven the intensive expansion of power battery manufacturers, which has significantly benefited the equipment manufacturers. The equipment leader bound to the core industrial chain will rely on the advantages of product layout, technology and customers.
A private placement person believes that "investment" shareholders with low shareholding ratio may have cash out impulse after lifting the ban, but the short-term pressure on the stock price does not change the long-term trend.
the proportion of lifting the ban on 4 individual shares exceeds 30%
This week, the proportion of lifting the ban on four stocks exceeded 30%, namely Jiangsu Zijin Rural Commercial Bank Co.Ltd(601860) , Apt Medical Inc(688617) , Haxc Holdings (Beijing) Co.Ltd(300928) , Nantong Jiangtian Chemical Co.Ltd(300927) , and the proportion of lifting the ban was 46.94%, 44.97%, 42.95% and 37.47% respectively; In terms of market performance, in December last year, the rise and fall of these stocks were 6.01%, - 13.07%, - 12.14%, - 13.88% respectively.
In addition, the proportion of lifting the ban of eight stocks is less than 1%, namely Shanghai Putailai New Energy Technology Co.Ltd(603659) , Jiangsu Yoke Technology Co.Ltd(002409) , Xiangxue Pharmaceutical Co.Ltd(300147) , Shuyu Civilian Pharmacy Corp.Ltd(301017) , Fu Jian Anjoy Foods Co.Ltd(603345) , Wetown Electric Group Co.Ltd(688226) , Guangdong Lyric Robot Automation Co.Ltd(688499) , Guizhou Aviation Technical Development Co.Ltd(688239) .
(Shanghai Securities News)
