The new shares that originally won the lottery, such as winning the lottery, have now been abandoned more and more violently.
On April 17, NSW (688052), a new share of the science and innovation board, announced the issuance results: the number of shares issued this time was 25266000, and online investors gave up the subscription of 3381500 shares, the number of shares abandoned accounted for 13.38% of the total issuance, and the amount of shares abandoned was 778 million yuan .
According to the previous listing announcement, NSM’s offering price is 230 yuan / share , and the financing scale corresponding to this price is 5.811 billion yuan.
the most expensive new shares in year were repurchased by 778 million
According to the company’s official website, nano core microelectronics is a high-performance and high reliability analog and mixed signal chip design company in China. Since its establishment in 2013, it has focused on product development around various application scenarios. Starting from the sensor signal conditioning ASIC chip, it has expanded the integrated sensor chip, isolation and interface chip, drive and sampling chip to the front and back ends, forming a product layout of signal sensing, system interconnection and power drive.
According to the prospectus, from 2018 to 2021, the operating revenue of nano core micro was about 402233 million yuan, 921032 million yuan, 242 million yuan and 862 million yuan respectively; The corresponding attributable net profits are about 2.3085 million yuan, – 9.1085 million yuan, 50.816 million yuan and 221 million yuan respectively; The corresponding net profit after deduction is about 2.0184 million yuan, 6.7081 million yuan, 404928 million yuan and 216 million yuan respectively.
In addition, the company’s performance in the first quarter of this year is also expected to be good, with an expected operating revenue of 250350 million yuan, a year-on-year increase of 84.23% – 157.92%; It is estimated that the attributable net profit will be 70-100 million yuan, with a year-on-year increase of 116.29% – 208.98%; It is expected to realize the attributable net profit of 70 million-100 million yuan after non deduction, with a year-on-year increase of 119.23% – 213.18%.
NSM said that the increase in performance was mainly due to the development trend of chip localization and the rapid growth of Chinese market demand. The company’s product shipments showed a significant increase in all downstream fields.
According to the announcement, the final strategic placement number of nano core micro in this issuance is 2460889 shares, accounting for 9.74% of the total number of this issuance. After the callback mechanism was launched, the final number of offline shares issued was 14081611 shares, accounting for 61.75% of the number issued after deducting the final strategic placement the final number of shares issued online is 8723500 , accounting for 38.25% of the number issued after deducting the final strategic placement. After the callback mechanism was launched, the final winning rate of online issuance was 004218750%.
Nano core source: screenshot
The subscription situation shows that offline investors subscribe in full, while online investors give up the subscription of 3381527 shares, with the amount of about 778 million yuan . It is worth noting that, in proportion, nearly 40% of online investors abandon their purchases . It is reported that all the shares that offline and online investors give up subscription are underwritten by the sponsor (lead underwriter), that is Everbright Securities Company Limited(601788) underwriting.
The underwriting of 778 million yuan is not a small figure for Everbright Securities Company Limited(601788) for . According to public information, the net profit of Everbright Securities Company Limited(601788) 2021 was 3.48 billion yuan.
According to the statistics of Beijing business daily, before NSM, the highest amount of A-share abandonment was China Mobile, with an amount of about 756 million yuan abandoned by investors; The highest proportion of abandonment is China Communications Construction Company Limited(601800) , which is 11.05%. It is not difficult to see that regardless of the amount or proportion of abandonment, NSM has set a new A-share record .
before the issuance of nano chip micro, Huaqin technology had the highest issuing price during the year. The initial price of the company was 189.5 yuan / share and four shares of Tengyuan cobalt, Aojie technology, Dongwei semi guide and Sanyuan biology had an issuing price of more than 100 yuan during the year.
From the perspective of the whole A-share market, the issuing price of nano chip micro is also in the forefront, ranking fifth, second only to Hemei shares, Sino Biological Inc(301047) , Beijing Roborock Technology Co.Ltd(688169) , Fujian Foxit Software Development Joint Stock Co.Ltd(688095) . The issuing prices of the above four shares are 557.8 yuan / share, 292.92 yuan / share, 271.12 yuan / share and 238.53 yuan / share respectively.
In addition to the high issue price, nano core micro issuance has a P / E ratio of 107.48 times, which is also higher than the industry average p / E ratio . According to NSM, according to the industry classification guidelines for listed companies (revised in 2012) issued by the CSRC, the company belongs to the software and information technology service industry (I65). As of April 7, 2022, the average static P / E ratio of the software and information technology service industry (I65) released by China Securities Index Co., Ltd. in the latest month was 50.67 times.
of the 99 companies listed this year
90 companies abandoned
According to first finance, among the other companies to be listed, the proportion of online investors abandoning purchase of Fengyi technology and tuojing technology is high, which are 7.91% and 4.86% respectively. JieChuang intelligent, yingjixin and osheng electric all abandoned their purchases by more than 1%, 1.5%, 1.09% and 1% respectively. The proportion of abandonment of other companies with issuance results is less than 1%.
Among the 99 companies listed this year, there are 90 companies abandoned by online investors, of which 20 have abandoned their purchases, accounting for more than 1%, accounting for 22% .
The online investors of Haichuang pharmaceutical and Puyuan Jingdian, which were listed on April 12 and April 8 respectively, abandoned their purchases, accounting for 3.24% and 3.15% respectively; Online investors of five companies, vijet Chuangxin (listed on April 12), Aojie Technology (listed on January 14), Shouyao holding (listed on March 23), Dongwei semi Guide (listed on February 10) and anda intelligence (listed on April 15), abandoned their purchases by more than 2%. In another 13 companies, the proportion of online investors abandoning purchases exceeded 1%.
It is worth noting that not only the scale of abandonment of new shares increased, but also the number of investors applying for new shares decreased.
According to the securities times, judging from the trend of the number of new shares on the science and innovation board in 2021, after a wave of “breaking tide” of new shares appeared in the second half of last year, the number of new shares on the science and Innovation Board decreased from about 6 million to about 5 million. Recently, with the reappearance of the “breaking tide” of new shares, the enthusiasm for innovation on the science and Innovation Board suddenly cooled, and the number of new shares decreased from about 5 million at the beginning of the year to 3.2 million at present. Nearly 2 million investors on the science and innovation board gave up innovation.
Looking at the number of new shares on the gem, it can also be seen that investors’ enthusiasm for new shares on the gem is also declining. Under the background of the “breaking tide” of new shares in the second half of last year, the number of new share subscription households on the gem has been directly reduced from more than 15 million to about 14 million, and to about 13 million at the beginning of this year. Recently, the “breaking tide” of new shares reappeared, and the investors applying for new shares on the gem have also dropped sharply, approaching the minimum level of 10 million.
This may be related to the recent breaking of registered new shares.
On April 12, Weijie chuangxin-u, a new share on the science and innovation board, was listed, with an opening decline of 30.93% and a closing decline of 36.04%, breaking the record on the first day of listing this year.
On April 15, the technology innovation board anda smart went public. The opening share price opened 14.12% lower and fell 23.25% as of the closing.
In addition, Junxin shares, Haichuang pharmaceutical-u, Guanlong energy saving, Puyuan jingdian-u and other newly listed new shares also broke.
