In the first week of 2022, under the deep adjustment of a shares, one of the five companies listed last week (January 4-7) broke. The breaking stock is Yahong pharmaceutical, an unprofitable pharmaceutical and biological company. On January 7, Yahong pharmaceutical landed on the science and innovation board. As of the closing, Yahong pharmaceutical closed at 17.60 yuan, down 23.41% throughout the day. According to the winning lot, it will lose 2690 yuan. China Mobile, which attracted the most attention, rose slightly by 0.52% on the first day of listing without breaking.
This week (January 10 to 14), four new shares started online subscription. Among them, Yidong electronics is one of the few manufacturers of precision electronic components that can provide full process production and manufacturing in China. The customer groups include xinnengde, Sunwoda Electronic Co.Ltd(300207) , Byd Company Limited(002594) , Goertek Inc(002241) , Contemporary Amperex Technology Co.Limited(300750) , Luxshare Precision Industry Co.Ltd(002475) and other well-known enterprises. The main business of Xidi micro includes power management chips and signal chain chips. The company has realized mass production and shipment to Qualcomm, MTK, Samsung, Xiaomi, voice transmission and other customers.
one new share broke last week
Of the five companies listed last week (January 4-7), one broke on the first day of listing.
Breaking stock Yahong medicine successfully landed on the science and Innovation Board on January 7. The issuance price of Yahong medicine was 22.98 yuan, opened low at 20 yuan per share, and fell all the way after opening. As of the closing, Yahong pharmaceutical closed at 17.60 yuan, down 23.41% throughout the day, with a total market value of about 10.03 billion yuan.
Public information shows that Yahong medicine, founded in 2010, is a subdivision company in the cancer drug R & D track. It is a global innovative drug company focusing on the field of urogenital tumors and other major diseases. It is regarded as the “first stock of urogenital tumors”.
According to the prospectus, from 2018 to 2020, Yahong pharmaceutical lost 59.936 million yuan, 172 million yuan and 247 million yuan respectively; The company achieved a net loss of 172 million yuan in the first three quarters of 2021, and a cumulative loss of 651 million yuan from 2018 to the end of the third quarter of 2021.
Yahong pharmaceutical’s IPO raised investment project plans to invest a total of 2.07 billion yuan, focusing on new drug R & D projects. The organization believes that the raised investment project will accelerate the commercialization of core products and has great potential for future performance growth.
Up to now, Yahong medicine has carried out in-depth layout of product pipelines around urogenital diseases, and is carrying out 12 research projects corresponding to 9 major innovative products. Among them, the 2 core products of APL-1202 and APL-1702 respectively aim at the blank of global treatment for bladder cancer and cervical precancerous lesions. The 3 corresponding studies have been in III or critical clinical trials.
China Mobile, which attracted the most attention, rose slightly by 0.52% on the first day of listing without breaking.
In 2022, China Mobile, the first company listed on the Shanghai Stock Exchange, officially landed A-Shares on January 5. China Mobile A shares opened at 63 yuan, up 9.41% from the IPO price of 57.58 yuan. As of the closing, China Mobile quoted 57.88 yuan, up 0.52%, with a total market value of 1.23 trillion. The issuing price of China Mobile A shares is 57.58 yuan, which is 5758 yuan according to the cost price of the first signing (1000 shares). If the highest price on the first day of listing is 63.58 yuan, the first signing can earn 6000 yuan. If the closing price is 57.88 yuan, you can only earn 300 yuan.
It is worth mentioning that Weibo hydraulic, the first new share under the registration system of the Beijing stock exchange, appeared on the Beijing stock exchange on January 6, with a sharp increase of 235.50% on the day of listing. Weibo hydraulic opened at 28.12 yuan, 190.5% higher than the issue price of 9.68 yuan. The company’s share price fluctuated around the time-sharing average throughout the day and finally closed at 26 yuan.
According to the announcement of Weibo hydraulic’s issuance results, four public offerings of Huaxia Fund, Harvest Fund, South Fund and e fund participated in the strategic placement. In addition, more than 750000 investors participated in online subscription, and the proportion of allocation was only 0.04%, creating a new low in the online winning rate of the Beijing stock exchange.
Contemporary Amperex Technology Co.Limited(300750) supplier
According to the current arrangement, if there is no change, four new shares will start online subscription this week (from January 10 to 14), including one on the science and innovation board, two on the gem and one on the main board of Shanghai Stock Exchange, including Chengda pharmaceutical, xidiwei, Yidong electronics and wanlang magnetic plastics.
Among the new shares next week, Yidong electronics is expected to raise the highest amount, up to 1.013 billion yuan. As an enterprise engaged in the R & D, production and sales of precision electronic components such as FPC, connector components and LED backlight modules, the company’s products are mainly used in the fields of consumer electronics, communication, new energy, automotive electronics, industry and medical treatment.
Benefiting from the growth of downstream application market demand, the performance of Yidong electronics shows an increasing trend. The operating revenue increased from RMB 977 million (the same below) in 2018 to RMB 1153 million in 2020. In the company’s revenue structure, the revenue of FPC and connector components accounts for more than 80% for a long time.
In terms of profit, the net profit of the company increased from 45 million yuan in 2018 to 184 million yuan in 2020. In the first three quarters of 2021, the company’s revenue and net profit reached 1.076 billion yuan and 143 million yuan respectively.
According to the prospectus, the customer groups of Yidong electronics mainly include xinnengde, Sunwoda Electronic Co.Ltd(300207) , Byd Company Limited(002594) , Goertek Inc(002241) , Contemporary Amperex Technology Co.Limited(300750) , Amphenol, MOLEX, Tyco, Shentai, Luxshare Precision Industry Co.Ltd(002475) , Tianma microelectronics, Guangdong Goworld Co.Ltd(000823) and other well-known enterprises at home and abroad. Through the main customers, the downstream end customers of Yidong electronic link include leading enterprises in various industries such as Google, Amazon, CRRC, Cisco, Toyota, BMW, Mercedes Benz, Dajiang and Bosch.
Monday (January 10)
Chengda Pharmaceutical (301201), founded in 1999, is mainly committed to providing cdmo services for key pharmaceutical intermediates for multinational pharmaceutical enterprises and pharmaceutical R & D institutions, and engaged in the R & D, production and sales of L-carnitine series products. During the reporting period, the revenue scale of Chengda pharmaceutical showed double-digit growth. In this IPO, Chengda pharmaceutical plans to raise 427 million yuan for pharmaceutical intermediate projects, API projects and R & D center expansion projects. After the project is implemented, it will effectively ensure the large-scale R & D and customized production needs of key intermediates of innovative drugs in the commercialization stage, further give play to the scale effect, reduce product costs and improve business efficiency, Comprehensively improve the cdmo R & D level and production capacity of the company’s innovative drug intermediates. The issuing price of Chengda pharmaceutical is 72.69 yuan.
Tuesday (January 11)
Xidi micro (688173) is mainly engaged in the R & D, design and sales of analog integrated circuit products including power management chips and signal chain chips. Its main products include DC / DC chips, super fast charging chips, lithium battery fast charging chips, etc. these products are mainly used in mobile phones, laptops, wearable devices and other fields.
The company’s mobile terminal DC / DC chip products passed the test, verification and adoption of Qualcomm Xiaolong platform and MTK platform in 2015 and 2020 respectively, and have realized mass production and shipment to Qualcomm, MTK, Samsung, Xiaomi, voice transmission and other customers.
Wednesday (January 12)
Yidong Electronics (301123) is one of the few manufacturers of precision electronic components that can provide full process production and manufacturing in China. The company’s products are mainly used in consumer electronics, communications, new energy, automotive electronics, industry and medical treatment. The customer groups mainly include xinnende, Sunwoda Electronic Co.Ltd(300207) , Byd Company Limited(002594) , Goertek Inc(002241) , Contemporary Amperex Technology Co.Limited(300750) , Amphenol, MOLEX, Tyco, Shentai Luxshare Precision Industry Co.Ltd(002475) , Tianma microelectronics, Guangdong Goworld Co.Ltd(000823) and other well-known enterprises at home and abroad.
Thursday (January 13)
Wanlang magnetic plastic (603150) is the leading manufacturer of refrigerator door seals in China. It is one of the few professional refrigerator door seal manufacturers with supporting capacity of the whole industrial chain in the industry. At present, the company has established long-term and stable cooperative relations with downstream international well-known refrigerator main engine manufacturers, including Haier, Midea, Hisense, Changhong Meiling Co.Ltd(000521) , TCL and Gree. From 2017 to 2019, the company supplied 80.3724 million refrigerators for door seal assembly to major customers, accounting for about 33% of the Chinese market.
(source: Securities Times · e company)
