After the new refinancing regulations, in recent years, many private equity leaders have actively participated in the fixed increase projects of listed companies. However, due to the market shock and decline this year, some fixed increase stocks will be lifted, but there are no small floating losses.
The fixed increase shares of Dbappsecurity Co.Ltd(688023) in the field of network security will be lifted on April 21. Ge Weidong subscribed 300 million yuan at the beginning, but the latest share price fell 57% compared with the issue price. It is inevitable that the bosses will be "deeply cheated".
The fixed increase shares of Sungrow Power Supply Co.Ltd(300274) the leader of photovoltaic inverter will also be lifted in late April this year. The subscription of two products of Jinglin assets is 240 million yuan, and now the floating loss is about 34%; The restricted shares of Hangzhou Chang Chuan Technology Co.Ltd(300604) were listed and circulated on April 6 this year. If Wang Yawei's Qianhe capital's two products have not been sold up to now, the floating loss will also be 30%.
"Yunmao" Yonyou Network Technology Co.Ltd(600588) the fixed increase at the beginning of this year attracted the support of leaders such as Hillhouse and Ge Weidong. However, at present, there are also 35% periodic floating losses, but the lifting of the ban on restricted shares is in July this year At the end of last year, the fixed increase of Chaozhou Three-Circle(Group) Co.Ltd(300408) has also attracted institutions such as Hillhouse and Zhengxin Valley to rush to raise funds. However, at present, the floating loss is about 31%, and the time of lifting the ban on restricted shares is June this year. We will continue to pay attention to its stock price performance.
Dbappsecurity Co.Ltd(688023) fixed additional shares will be lifted
private placement boss Ge Weidong lost 57%
On April 12, Dbappsecurity Co.Ltd(688023) issued the announcement on the listing and circulation of restricted shares to specific objects. The company will lift the ban on 4112000 restricted shares on April 21 this year, accounting for 5.24% of the total share capital. The restricted shares circulated in this listing are formed by the company issuing shares to specific objects, involving 5 issuing objects, including China Securities Co.Ltd(601066) securities, JPMorgan, Ge Weidong, etc.
It is understood that the restricted shares lifted this time are the shares issued by the fixed increase fund-raising Dbappsecurity Co.Ltd(688023) half a year ago, and the fixed increase issuance price at that time was 324.23 yuan / share.
Geweidong, a private placement magnate, has always been concerned by the market for his participation in the fixed increase of Dbappsecurity Co.Ltd(688023) . In fact, Dbappsecurity Co.Ltd(688023) fixed increase shares were listed on October 20 last year. At that time, the shares rose to a high of 363 yuan / share, but then they fell all the way. Now the six-month lock period is about to pass. As of the closing on April 15 this year, Dbappsecurity Co.Ltd(688023) reported 139.36 yuan / share, down 57% compared with the issue price of fixed increase. At that time, the individuals and institutions involved in fixed increase also had severe floating losses and had been "deeply covered"center>
According to public data, Dbappsecurity Co.Ltd(688023) is an information security technology service provider whose products and services involve application security, big data security, cloud security, Internet of things security, industrial control security and industrial Internet security. The 2021 performance express previously released by Dbappsecurity Co.Ltd(688023) showed that the company achieved a total operating revenue of 1.821 billion yuan in 2021, a year-on-year increase of 37.68%; The net profit attributable to the parent company after deduction was -786536 million yuan, a year-on-year decrease of 165.13%. However, the company's revenue growth accelerated in the fourth quarter. The net profit attributable to the parent company in the fourth quarter was 282 million yuan, an increase of 68% year-on-year.
At the same time, the company released the equity incentive plan in February this year. It plans to grant 3061500 restricted shares to the incentive objects, accounting for 3.90% of the total share capital of the company; There are 313 incentive objects granted for the first time, which is further expanded compared with the incentive scope of the restricted stock incentive plan in 2020 and 2021, including three core technicians and other personnel deemed necessary by the board of directors.
Ge Weidong took a fancy to Dbappsecurity Co.Ltd(688023) this stock for a long time. It was disclosed in the third quarterly report of 2020 that he appeared on the list of top ten current shareholders of Dbappsecurity Co.Ltd(688023) for the first time, holding 860900 shares, with a market value of 246 million yuan at that time; By the fourth quarter of 2020, he significantly increased his position and increased his shareholding to 1.8312 million shares, with a market value of 476 million yuan at the end of the period.
It is worth noting that GE Weidong reduced his Dbappsecurity Co.Ltd(688023) 254500 shares in the third quarter of last year, the number of shares he held decreased to 1581000 shares, and the market value at the end of the period was 558 million yuan. At this stage, the Dbappsecurity Co.Ltd(688023) share price fluctuated greatly. Of course, Dbappsecurity Co.Ltd(688023) has fallen a lot since the fourth quarter of last year. At present, it has not disclosed its annual report. I don't know whether Ge Weidong has further reduced its holdings.
Jinglin and other well-known institutions participated in Sungrow Power Supply Co.Ltd(300274) fixed increase
the ban will be lifted in 6 months, with floating losses of nearly 34%
Sungrow Power Supply Co.Ltd(300274) the fixed increase shares listed on October 22 last year will also be lifted on April 22 this year. At that time, the issuance price of Sungrow Power Supply Co.Ltd(300274) fixed increase was 128 yuan / share, the number of issued shares was 28418600 shares, and the total amount of raised funds was 3.638 billion yuan. Involving 18 subscribers, including Jinglin Jingtai Fengshou and Jinglin Fengshou No. 3 products under the 100 billion private placement of Jinglin assets, with a total placement of 1.875 million shares and a subscription amount of 240 million yuan; There are also well-known institutions such as JPMorgan, Yunnan Energy Investment Co.Ltd(002053) , UBS, Runhui investment, CAITONG fund and Nord fund.
Public information shows that Sungrow Power Supply Co.Ltd(300274) is a national key high-tech enterprise focusing on the R & D, production, sales and service of Cecep Solar Energy Co.Ltd(000591) . The company is currently a large photovoltaic inverter manufacturer in China and a leading wind energy converter enterprise in China, with completely independent intellectual property rights.
However, the stock price trend of Sungrow Power Supply Co.Ltd(300274) in the past six months has not been very good. The stock once rose to the stage high of 178.98 yuan / share in October last year, but since then, the decline has also been very large. It once fell below 95 yuan in February this year, and there was a wave of rise from late February to early March. However, it has fallen sharply recently. As of the closing on April 15, Sungrow Power Supply Co.Ltd(300274) reported 84.53 yuan / share, down about 34% from the fixed issue price at that time. It can be seen that the floating losses of institutions participating in fixed growth are also largecenter>
Hangzhou Chang Chuan Technology Co.Ltd(300604) fixed share increase has been lifted
Wang Yawei and Qianhe capital have floating losses in two products
On March 30, Hangzhou Chang Chuan Technology Co.Ltd(300604) issued the suggestive announcement on lifting the restrictions on the listing and circulation of shares issued to specific objects. The number of shares lifted was 8126800, accounting for 1.3448% of the total share capital. The listing and circulation date of shares lifted was April 6, 2022.
On September 30 last year, Hangzhou Chang Chuan Technology Co.Ltd(300604) issued 8.1268 million shares to 8 specific objects at a price of 45.75 yuan / share, raising a total of 372 million yuan. The institutions involved in the issuance include Wang Yawei's Qianhe capital, its Yunjin No. 2 private securities investment fund and Qianhe capital Yunjin No. 3 private securities investment fund, with a total allocation of 1311500 shares and an amount of nearly 60 million yuan.
According to the data, Hangzhou Chang Chuan Technology Co.Ltd(300604) is a high-tech enterprise focusing on the R & D, production and sales of integrated circuit equipment, providing production platform and technical services for the electrical parameter performance test of integrated circuits.
From the stock price performance, the listing date of Hangzhou Chang Chuan Technology Co.Ltd(300604) fixed increase shares was September 30 last year. From April 6 this year, the shares were listed and circulated, and the decline was also relatively large in six months. The stock reached a stage high of 63.39 yuan / share in November last year, and then closed at 34.41 yuan / share on April 6 this year; If calculated according to the latest closing price of 31.86 yuan / share, the decline compared with the fixed increase price is about 30%center>
Hillhouse, Ge Weidong and other bigwigs supported
Yonyou Network Technology Co.Ltd(600588) fixed increase periodic floating loss 35%
The fixed increase of Yonyou Network Technology Co.Ltd(600588) , a leading cloud computing company, attracted market attention in January this year. Its issuing price was 31.95 yuan / share, the number of shares issued was 166 million, and the total amount of funds raised was 5.298 billion yuan.
From the perspective of issuing objects, the lineup can be described as luxurious. Hhlr Management Co., Ltd. under Hillhouse was allocated about 1 billion yuan, the two products managed by Gaoyi Deng Xiaofeng were allocated nearly 400 million yuan, and China International Capital Corporation Limited(601995) , e fund were allocated 512 million yuan and 253 million yuan respectively. In addition, Ge Weidong was allocated nearly 200 million yuan in this fixed increase. The lock up period of the shares of these 17 issuing objects is 6 months.
However, Yonyou Network Technology Co.Ltd(600588) this year's share price performance is poor. After seeing the stage high of 40.33 yuan / share on January 24, the decline is very strong. The share price has halved in less than three months. As of the closing on April 15, Yonyou Network Technology Co.Ltd(600588) closed at 20.79 yuan / share, down about 35% from the fixed increase price, and the periodic floating losses of participating institutions are not small. Of course, the lifting time of Yonyou Network Technology Co.Ltd(600588) fixed increase shares is in July this year. Let's see if its share price can rise backcenter>
Public information shows that Yonyou Network Technology Co.Ltd(600588) is a leading comprehensive, integrated and ecological enterprise service provider. UFIDA UAP private cloud platform is the most widely used enterprise computing platform for large enterprises and public organizations in China. Changjietong public cloud platform is used in small and micro enterprises and various enterprise public application services.
Yonyou Network Technology Co.Ltd(600588) released its annual report not long ago. The data show that Yonyou Network Technology Co.Ltd(600588) 2021 achieved an operating revenue of 8.932 billion yuan, a year-on-year increase of 4.7%, a new high in recent years; The net profit attributable to shareholders of listed companies was 708 million yuan, a year-on-year decrease of 28.2%; The basic earnings per share is 0.22 yuan.
Ge Weidong, a private placement tycoon, continued to appear on the list of Yonyou Network Technology Co.Ltd(600588) top ten circulating shareholders. The annual report showed that by the end of the fourth quarter of 2021, Ge Weidong, chairman of chaos investment, still held 115 million shares of the company, but reduced 271700 shares compared with the end of the third quarter. His stock market value at the end of the period was 4.117 billion yuan, ranking the fifth largest circulating shareholder.
Hillhouse, zhengxingu and other participants Chaozhou Three-Circle(Group) Co.Ltd(300408) fixed increase
periodic floating loss exceeding 31%
The fixed increase of MLCC industry leader Chaozhou Three-Circle(Group) Co.Ltd(300408) at the end of last year was also sought after by well-known asset management institutions. The announcement released at that time showed that the issue price was 39.16 yuan / share, the number of shares issued was about 995914 million, and the total fund-raising was about 3.9 billion yuan.
Finally, 20 issuers were allocated, including hhlr Management Co., Ltd., a subsidiary of Hillhouse, with 17875400 shares and an amount of nearly 700 million yuan; Four products of zhengxingu, headed by Lin Lijun, the leader of the fund circle, were allocated, with a total of 11.44 million shares, with an amount of 448 million yuan; In addition, Huaxia Fund, CAITONG fund and Nord fund have also been allocated. The lock-in period of these fixed increase shares is 6 months.
From the perspective of stock price trend, Chaozhou Three-Circle(Group) Co.Ltd(300408) saw a phased high of 47.39 yuan / share in December last year, and then fell all the way. As of April 15 this year, Chaozhou Three-Circle(Group) Co.Ltd(300408) reported 26.99 yuan / share, down about 31% from the fixed increase price. Although the periodic floating losses are relatively large, the ban on Chaozhou Three-Circle(Group) Co.Ltd(300408) the restricted shares was lifted on June 17 this year, so we need to pay attention to the stock price performance at that timecenter>
According to public information, Chaozhou Three-Circle(Group) Co.Ltd(300408) is the first electronic ceramic enterprise in China with vertical integration of materials and process equipment. Its main products include MT core insert and ceramic guide pin, belt wire core insert for laser, back sector cover of ceramic mobile phone, anode supported SOFC single cell, multilayer ceramic chip capacitor MLCC, ceramic plunger, etc. Products are used in optical communication, electronics, machinery, biology and other fields.
Chaozhou Three-Circle(Group) Co.Ltd(300408) on January 27 this year, the company disclosed the performance forecast for 2021. The company expects to realize the net profit attributable to the shareholders of the listed company in 2021, ranging from 1.87 billion yuan to 2.23 billion yuan, with a year-on-year increase of 30% - 55%. The company said that benefiting from the wide popularization and application of 5g technology, the growth of demand for automotive electronics and consumer electronics, the strong market demand for superimposed passive components and the good prosperity of the industry, the sales of electronic components, materials and semiconductor components of the company's main products increased significantly, affecting the increase of profits in the current period.
