Guoxin technology landed on the science and innovation board today (January 6), once fell below the issuance price (41.98 yuan). Strictly speaking, Guoxin technology has become the first semiconductor company to break the science and innovation board. however, Guoxin technology rose in the afternoon. As of the close, the stock closed up 11.29%. This means that a new signer can earn up to 5760 yuan (sold at the highest intraday price) or lose 490 yuan (sold at the lowest intraday price).
In fact, the quality of SMIC technology is not bad. It is known as the “first CPU share” of a share. It is a chip design company focusing on the R & D and industrial application of domestic independent and controllable embedded CPU technology. It provides IP authorization, chip customization services and independent chip and module products for customers in major national and market demand fields, mainly used in information security Automotive electronics and industrial control, edge computing and network communication.
similar to SMIC technology, there are not a few semiconductor new shares listed under the halo, but the performance on the first day of listing does not meet the expectations, especially since the second half of 2021. According to the statistics of science and Innovation Board daily, since the second half of last year, 13 semiconductor companies have successively landed on the science and Innovation Board (see the figure below).
Note: it is sorted according to the date of IPO from near to far
Among them, 7 companies have been listed since late November 2021, of which 6 companies have less than doubled their first day increase, including Guoxin technology, GuLun electronics, Dongxin Co., Ltd., Xindao technology, Juxin technology and shengmei Shanghai. The first day increase of China’s core technology and GuLun electronics is even less than 30%. Most of the semiconductor stocks previously landed on the science and Innovation Board doubled on the first day of listing.
From the perspective of the minimum profit per contract, Galaxycore Inc(688728) , Dongxin shares, Kelun electronics and Guoxin technology all have less than 10000 yuan. The reason why Juguang technology listed on December 24, 2021 is “different” is mainly due to the concept of lidar.
Further, among the stocks of to “lower the average income”, many companies have halo blessings, such as “EDA first stock” Kulun electronics, which superimposes the concepts of FPGA and EDA Shanghai Anlogic Infotech Co.Ltd(688107) . In addition, according to the shipment volume in 2020, Galaxycore Inc(688728) CIS has the largest shipment volume in the world; Shengmei Shanghai is the first semiconductor equipment enterprise in the industry to be listed on NASDAQ and Kechuang board at the same time.
According to the daily of the science and innovation board, 13 of the new shares that have landed on the science and Innovation Board since 2021 have broken in the first day of listing (the closing price may be higher than the issuing price), all of which are new shares after the new regulations on IPO inquiry under the registration system came into effect (from September 18), of which 5 are large medical board companies, including Liaoning Chengda Biotechnology Co.Ltd(688739) , namo biology, Baiji Shenzhou, Dizhe medicine and Chunli medicine; Three are computer software companies, including Xindian software, Pingao Co., Ltd., Jiahe and Meikang.
Now, some stocks in the semiconductor sector are showing signs of breaking. It can be predicted that under the new rules of inquiry, both institutional investors and retail investors will tend to be cautious.
On the other hand, in the secondary market, the semiconductor chip sector continued to adjust. Since the end of November, the A-share Semiconductor Index (bk1036) has fallen by more than 10%.
(Financial Associated Press)
