After the Qingming holiday, four new shares were listed in three trading days last week (April 6-8), one of which broke on the first day. Puyuan jingdian-u (688337) landed on the science and Innovation Board on April 8. It broke on the first day of listing and closed down 34.66%, making it the single stock with the largest decline on the first day of new shares listed this year.
according to the current arrangement, if there is no change (from April 11 to 15), a total of 12 new shares are subscribed, including 7 on the gem, 4 on the science and innovation board and 1 on the main board of Shanghai Stock Exchange
It is worth noting that CNOOC, the "Big Mac", will apply for new shares next Tuesday (April 12). CNOOC is expected to become the largest IPO project issued by A-Shares this year. Meanwhile, CNOOC has the highest online subscription limit for new shares this year, and is expected to become one of the easiest new shares to win the lot this year.
On the same day with CNOOC, the new shares of the science and innovation board, nano core micro, were purchased at an issue price of up to 230 yuan, the highest issue price since this year.
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three barrels of oil oligomerization A shares
On Monday (April 11), it applied for JieChuang intelligent, osheng electric and Fengyi technology. On Tuesday (April 12), it announced the issue price of Yaokang biology and nano core micro.
The issuance price of JieChuang intelligence subscribed on April 11 is 39.07 yuan, and the issuance price earnings ratio is 38.48 times, which is lower than the industry's average dynamic price earnings ratio of 46.14 times in the latest month.
The issuing price of ousheng Electric is 21.33 yuan, and the issuing P / E ratio is 32.48 times, which is lower than the industry's average dynamic P / E ratio of 33.56 times in the latest month.
The issuing price of Fengyi technology is 82 yuan, and the issuing P / E ratio is 107.36 times, which is 46.14 times higher than the industry's average dynamic P / E ratio in the latest month.
The issuing price of Yaokang biology purchased on April 12 was 22.53 yuan, and the issuing P / E ratio was 138.99 times, which was 62.47 times higher than the industry's average dynamic P / E ratio in the latest month; The issuing price of nano core micro is 230 yuan.
In terms of hot companies, CNOOC will welcome the subscription on Tuesday (April 12). So far, the A-share market will "gather" China's three major oil companies. As the world's largest pure upstream oil and gas company, CNOOC's main business is the exploration, development, production and sales of crude oil and natural gas.
Prior to the A-share IPO, CNOOC has maintained a high dividend yield since its listing in Hong Kong stocks for 21 years. CNOOC has 239 oil and gas exploration rights in Chinese waters, covering an area of about 1.3 million square kilometers, accounting for more than 95% of the total number and area of exploration rights in Chinese waters. In terms of the scale of oil and gas resources, the company has net proved reserves of about 5.37 billion barrels of oil equivalent at the end of 2020.
In this IPO, CNOOC plans to publicly issue no more than 2.99 billion new shares (including over allotment), and the investment amount of funds to be raised is 35 billion yuan. CNOOC will become the largest IPO in China this year.
CNOOC's online subscription is limited to 780000 shares. It is understood that the subscription rate of new shares with a high upper limit on online subscription is also relatively high. CNOOC has the highest online subscription limit for new shares this year, so it is expected to become one of the easiest new shares to win the lot this year.
and CNOOC applied for the new shares of NSM micro on the same day. The issue price is as high as 230 yuan, which is the highest issue price since this year. The first signing requires a payment of 115000 yuan SMIC's IPO originally planned to raise 750 million yuan, but the actual amount raised reached 5.811 billion yuan, realizing over raising.
The core business of nano chip micro is to design and develop chips, and its main products include signal sensing chips, isolation and interface chips, driving and sampling chips; The main products are used in the fields of information and communication, industrial control, automotive electronics and consumer electronics. Due to the development of China's first high-performance three-axis MEMS acceleration sensor ASIC, nano chip micro is known as China's first "sensor signal conditioning chip company". With its excellent vehicle specification chip development ability and rich experience in mass production and quality control, nano chip has actively arranged chip products applied in the field of automotive electronics, and has successfully entered China's mainstream automotive supply chain and realized batch loading.
High priced issuance originates from the performance growth momentum of nano chip micro.
According to the data, the profit of the company has been growing rapidly in the past three years. During the reporting period, the net profit attributable to the parent company after deducting non profits from 2019 to 2021 was 07 million yuan, 40 million yuan and 216 million yuan respectively. The number of shares publicly issued by the company this time is 25 million, and the earnings per share in 2021 is 2.18 yuan.
In the first quarter of 2022, the operating revenue of NSM is expected to be 250 million yuan to 350 million yuan, with a year-on-year increase of 84.23% to 157.92%; The estimated net profit is 70 million yuan to 100 million yuan, with a year-on-year increase of 116.29% to 208.98%; The performance growth is mainly due to the development trend of chip localization and the rapid growth of Chinese market demand. The company's product shipments have increased significantly in all downstream fields.
In addition, Yaokang biology, which was purchased on April 12, is a high-tech enterprise specializing in the R & D, production, sales and related technical services of experimental animal mouse models.
By optimizing CRISPR / cas9 gene editing technology, Yaokang biology has developed mouse strains with high production flux, short time cycle and low development cost for biological research. In other words, Yaokang biology is an enterprise that "sells mice" for a living, but these mice are not ordinary varieties, but mice used in specific experiments after gene editing.
Yaokang biology plans to raise nearly 900 million yuan to invest in "model animal mouse R & D and breeding integrated base construction project" and "real world animal model R & D and transformation platform construction project".
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last week's five IPO meetings
In terms of IPO meeting, last week (April 4-8), a total of 6 enterprises launched at the meeting, including 2 on the main board, 3 on the gem and 1 on the Beijing stock exchange. Finally, five companies had a meeting and one was suspended.
Haike Xinyuan of the gem meeting. The IPO plans to raise 1.5 billion yuan for lithium battery electrolyte solvent and supporting projects (phase II). is the company with the highest fund-raising amount among the enterprises at the meeting last week
Hai Ke Xin Yuan was founded in 2002. It focuses on R & D, production and marketing of fine chemicals such as lithium ion battery electrolyte solvent and high-end propylene glycol, two propylene glycol, 1,3 butanediol, etc. its products are widely used in lithium battery materials, medicine, daily chemical, flavor and fragrance, basic chemistry and other fields, and are exported to Europe, America, Japan and South Korea, Southeast Asia and other countries and regions.
At present, Haike Xinyuan products have entered the mainstream market system at home and abroad.
The main customers of carbonate series lithium ion battery electrolyte solvents in China include Guangzhou Tinci Materials Technology Co.Ltd(002709) , Byd Company Limited(002594) , Cathay Huarong, Ningbo Shanshan Co.Ltd(600884) , etc; The main overseas customers include central nitrate, South Korea Tianbao, South Korea enchem and other well-known lithium battery electrolyte manufacturers. Among them, the end customers of Guangzhou Tinci Materials Technology Co.Ltd(002709) , Cathay Huarong, Korea enchem and other customers are Tesla, Contemporary Amperex Technology Co.Limited(300750) , LG, Samsung SDI, Panasonic and other well-known lithium-ion battery manufacturers in the world.
At present, Haike Xinyuan has two major production bases, Shandong Dongying and Jiangsu Jiangsu Lianyungang Port Co.Ltd(601008) with solvent production capacity and shipment volume in the forefront of the industry. The company's strongest competitor is Shandong Shida Shenghua Chemical Group Company Limite(603026) . At present, the two companies have joined hands to become a duopoly in the electrolyte solution industry.
It is worth noting that a company withdrew its materials on the eve of the meeting last week and the audit was cancelled. Sikes was originally scheduled to hold a meeting on the main board of Shanghai Stock Exchange on April 7. However, on the eve of the meeting, the official website of the CSRC showed that Sikes withdrew its IPO and decided to cancel the review of the company's issuance application documents.
According to the prospectus, the main business of Sikes is the design, R & D, production and sales of hydraulic parts and reducers, and the main products are components and parts of hydraulic piston pumps, hydraulic motors and reducers. In this IPO, Sikes plans to raise 960 million yuan to invest in hydraulic components and core parts, reducer components and parts technical transformation projects, R & D center construction projects, supplement working capital and repay bank loans.
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JieChuang intelligence (301248) is a national high-tech enterprise that adheres to independent research and development and innovative development. It is committed to promoting the industrial application of new generation information technologies such as Internet of things, cloud computing, big data and artificial intelligence in smart city and smart security, and providing customers with services covering business consulting, scheme design, equipment procurement, product research and development Comprehensive solution for system integration and operation and maintenance.
oshen electric (301187) is mainly engaged in the R & D, production and sales of aerodynamic equipment and cleaning equipment. Its main products are small air compressors and dry and wet vacuum cleaners. The company is one of the leading manufacturers of aerodynamic equipment and cleaning equipment in China.
Fengyi Technology (688279) closely adheres to the complex and diverse motor control requirements of application scenarios, provides dedicated chip products, adaptive architecture algorithms and motor structure design schemes, and realizes the diversified control requirements of BLDC motor control system and the improvement and optimization of the overall performance of the electric machine. The products are widely used in home appliances, electric tools, computers and communication equipment, sports travel, industry, automobile and other fields.
4 / 12
CNOOC (600938) is mainly engaged in the exploration, development, production and sales of crude oil and natural gas. It is the largest offshore crude oil and natural gas producer in China and one of the largest independent oil and gas exploration and production groups in the world.
Qingyan environment (301288) is a high-tech enterprise focusing on the R & D and application of rapid biochemical sewage treatment technology. Since its establishment, the company aims to build a leading R & D and promotion service platform for high-end environmental protection equipment. Facing the application problems in the field of sewage treatment, the company provides customers with sewage treatment process package and related services, and is committed to becoming a leader in the equipment transformation of innovative water treatment technology.
Zhongyi Technology (301150) is mainly engaged in the R & D, production and sales of all kinds of single and double-sided high-performance electrolytic copper foil series products. It has jurisdiction over Yunmeng and Anlu electrolytic copper foil production bases. Electrolytic copper foil refers to the metal copper foil produced by electrolytic method with copper as the main raw material.
Jiarong Technology (301148) is a national high-tech enterprise focusing on the R & D, manufacturing and application technology of membrane separation equipment, high-performance membrane modules and other products, and providing customers with comprehensive solutions for high concentration wastewater treatment and cleaner production.
yaokangbiology (688046) is a high-tech enterprise specializing in the R & D, production, sales and related technical services of experimental animal mouse models. It is a member of the Asian mouse mutation and resource alliance and a co construction unit of the national genetic engineering mouse resource bank recognized by the Ministry of science and technology.
nano chip micro (688052) is an integrated circuit design enterprise focusing on the R & D and sales of high-performance and high reliability analog integrated circuits. Its products cover analog and mixed signal chips in the technical field. At present, it can provide more than 600 product models for sale, which are widely used in the fields of information communication, industrial control, automotive electronics and consumer electronics.
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saiweidian (688325) has become one of the major suppliers in China's battery management chip industry. Its main business is the research and development and sales of analog chips. Its main products take battery management chips as the core and extend to more kinds of power management chips, including battery safety chips, battery metering chips, charge management chips and other chips.
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aibulu (301259) is committed to solving the sewage, solid waste, soil pollution and ecological problems in agriculture and rural areas. It carries out rural domestic sewage treatment, domestic waste treatment, rural water ecology and ecological treatment of industrial and mining areas, agricultural non-point source pollution treatment, control and restoration of polluted cultivated land, and provides investment and financing, consulting design and Project contracting, equipment manufacturing and sales, pharmaceutical and restoration plant production and sales, operation and other whole industry chain system services.
4 / 15
Guoneng Rixin (301162) is committed to becoming a leading clean energy management expert in the industry, mainly providing new energy power market players such as new energy power stations, power generation groups and power grid companies with new energy power generation power prediction products as the core, new energy grid connected intelligent control system, new energy power station intelligent operation system The new energy management system of power grid is the expanded new energy information products and related services.
