On April 21, three new shares will be listed. In addition to the "Big Mac" CNOOC, there are also Zhongyi technology and Jiarong technology on the gem. Among them, the issue price of Zhongyi technology is as high as 163.56 yuan / share, Jiarong technology is 38.39 yuan / share, and CNOOC is 10.8 yuan / share.
From the performance of the first day of recent IPO, the performance of new shares on the main board is relatively strong, and there are a large number of breaks on the gem and the science and innovation board. According to the data, half of the 20 new shares listed on the science and innovation board and gem since April broke on the first day, but among the new shares listed on the main board this year, all achieved positive returns on the first day.
It is worth noting that with the frequent breaking of new shares, the phenomenon of investors abandoning their purchase also began to increase. For example, the winning rate of CNOOC this time was 0.427%, and the amount of online and offline investors abandoning their subscription was about 243 million yuan; The winning rate of Zhongyi technology is 0.019%, and the amount of abandonment by online investors is 325 million yuan; The winning rate of Jiarong technology is 0.02%, and the amount of abandonment by online investors is 333034 million yuan.
CNOOC's winning rate is 0.427%
is the new share with the highest online winning rate this year
Statistics show that CNOOC is an upstream company focusing on oil and gas exploration, development and production, and the main source of income is the sales of crude oil and natural gas. CNOOC was listed on the Hong Kong Stock Exchange on February 28, 2001, abbreviated as CNOOC. As of the closing on April 20, its share price was HK $11.16, with a market value of HK $498.3 billion.
The issuance results show that after the call back, the success rate of CNOOC online issuance is 0.427%, and the effective subscription multiple is 234.21 times, which is the highest online success rate of new shares this year. Judging from the subscription of new shares, the number of online investors giving up subscription was 224258 million shares, and the amount of giving up subscription was 243 million yuan; The number of offline investors giving up subscription was 55200 shares, and the amount of giving up subscription was 596200 yuan. The amount of subscription abandoned by online and offline investors is about 243 million yuan.
It is worth noting that CNOOC will enable the "green shoe" mechanism in this offering, that is, the over allotment option, which is conducive to stabilizing the performance after the listing of new shares.
The prospectus shows that the number of shares issued by the company this time is 2.6 billion shares, accounting for about 5.5% of the total share capital of the company after the issuance (before the exercise of the over allotment option). All of them are public offerings of new shares without the transfer of old shares. The company grants the recommendation institution (co lead underwriter) an over allotment option that does not exceed 15% of the initial issuance scale. If the over allotment option is fully exercised, the total number of shares issued will be expanded to 2.99 billion shares, accounting for about 6.28% of the total share capital after issuance (after the over allotment option is fully exercised).
Before the exercise of the over allotment option, the total amount of funds raised by the company is expected to be 28.088 billion yuan. After deducting the expected issuance cost of 188 million yuan, the net amount of funds raised is expected to be 27.892 billion yuan; If the over allotment option is fully exercised, the total amount of funds raised by the company is expected to be 32.292 billion yuan. After deducting the issuance expenses of about 201 million yuan, the net amount of funds raised is expected to be 32.091 billion yuan.
The funds raised by the company will be mainly used to invest in Guyana payara oilfield development project, Liuhua 11-1 / 4-1 oilfield secondary development project, Guyana Liza oilfield phase II development project, Lufeng Oilfield Group regional development project, Lingshui 17-2 gas field development project, Lufeng 12-3 oilfield development project, Qinhuangdao 32-6 / Caofeidian 11-1 Oilfield Group onshore power application project and LvDa 6-2 oilfield development project, and supplement working capital at the same time.
CNOOC 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. By the end of 2020, the company had net proven reserves of about 5.37 billion barrels of oil equivalent, a record high; The service life of reserves has been maintained at more than 10 years in recent three years. From 2018 to 2020, the reserve substitution rate of the company was 126%, 144% and 136% respectively, and the reserve substitution rate remained high.
The financial report shows that in 2021, the company achieved an operating revenue of 246112 billion yuan, an increase of 58.4% over last year; The net profit attributable to the shareholders of the parent company was 70.32 billion yuan, a year-on-year increase of 181.77%; After deducting non recurring profits and losses, the net profit attributable to the shareholders of the parent company was 68.171 billion yuan, an increase of 219% over last year. The company pointed out that in 2021, the company's profitability improved, mainly due to the rise of international oil prices and the increase of the company's output.
In addition, the company expects to achieve an operating revenue of about 69 billion yuan to 83 billion yuan in the first quarter of 2022, with a year-on-year increase of 32% to 58%; The net profit attributable to shareholders of the parent company was about 24 billion yuan to 28 billion yuan, with a year-on-year increase of 62% to 89%; After deducting non recurring profits and losses, the net profit attributable to shareholders of the parent company was about 23.3 billion yuan to 27.3 billion yuan, with a year-on-year increase of 61% to 89%.
Zhongyi technology winning rate 0.019%
After the call back of Zhongyi technology, the winning rate of this online issuance is 0.019%, and the effective subscription multiple is 523844 times. From the perspective of the subscription of new shares, the number of online investors giving up subscription was 1987600 shares, and the amount of giving up subscription was 325 million yuan; None of the offline investors abandoned their purchase.
The company is mainly engaged in the production and sales of all kinds of copper foil and electrolytic double-sided copper foil products under the jurisdiction of Yundan and Yunzhong technology. Electrolytic copper foil is an important material for the manufacture of lithium-ion batteries, copper clad laminates and printed circuit boards. According to different application fields, it can be divided into lithium battery copper foil and standard copper foil. The products are widely used in many fields, such as power batteries of new energy vehicles, energy storage equipment and electronic products, copper clad laminates, printed circuit boards and so on.
It is worth noting that the company has entered the Contemporary Amperex Technology Co.Limited(300750) supplier system in 2019 and has gradually become its double-sided light 6 μ M one of the main suppliers of lithium copper foil. In 2020, Contemporary Amperex Technology Co.Limited(300750) purchased lithium battery copper foil from the company, and Qinghai Times New Energy Technology Co., Ltd. and times SAIC Power Battery Co., Ltd. began to purchase double-sided light 6 from the company μ M lithium copper foil.
The company plans to raise 2.754 billion yuan. In addition to replenishing working capital, the fund raised this time plans to invest in the production and construction project of 10000 tons of high-performance electronic copper foil and the construction project of "he" technology R & D center.
According to the financial report, from January to June 2018, 2019, 2020 and 2021, the company achieved operating revenue of 602 million yuan, 831 million yuan, 1.17 billion yuan and 959 million yuan respectively, and net profit of 658848 million yuan, 40.741 million yuan, 124 million yuan and 191 million yuan respectively.
In 2021, the company achieved an operating revenue of 2.197 billion yuan, a year-on-year increase of 87.8%; The net profit attributable to the shareholders of the parent company was 381 million yuan, a year-on-year increase of 207.64%; After deducting non recurring profits and losses, the net profit attributable to the shareholders of the parent company was 375 million yuan, with a year-on-year increase of 211.86%.
In addition, the company expects that the operating revenue from January to March 2022 will be about 668 million yuan to 715 million yuan, with a year-on-year increase of about 54.11% - 65.03%; It is estimated that the net profit attributable to the shareholders of the parent company will be about 102 million yuan to 115 million yuan, with a year-on-year increase of about 21.16% - 36.87%.
Jiarong technology winning rate 0.02%
After the callback of Jiarong technology, the winning rate of this online issuance is 0.02%, and the effective subscription multiple is 4888.8 times. Judging from the subscription of new shares, the number of online investors giving up subscription was 867500 shares, and the amount of giving up subscription was 333034 million yuan; None of the offline investors abandoned their purchase.
The prospectus shows that the company's main business is the R & D, production and sales of membrane separation equipment, high-performance membrane modules and other products, as well as the provision of high concentration wastewater treatment services. Through the product form of "engineering equipment", the company's products are applied to the fields of landfill leachate treatment, industrial wastewater treatment and reuse, industrial process separation and so on by using the core technologies such as modular membrane separation equipment manufacturing technology, high-performance membrane module manufacturing technology, landfill leachate treatment and full quantitative treatment technology, industrial high concentration wastewater treatment and zero discharge technology.
The company plans to raise 1.118 billion yuan. After deducting the issuance expenses, the raised funds are mainly used for high-performance membrane material industrialization project, DTRO membrane module capacity expansion and special separation membrane module industrialization project, R & D center construction project, operation network construction project and supplementary working capital.
In 2021, the company achieved an operating income of 675 million yuan, an increase of 13% over the same period of the previous year, mainly due to the rapid growth of the business income due to the gradual recognition of the company's high concentration sewage and wastewater treatment service business through the early demonstration projects. In 2021, the net profit attributable to the shareholders of the parent company was 149 million yuan, an increase of 1.39% over the same period of the previous year.
In addition, the company expects the operating revenue from January to March 2022 to be 130 million yuan to 160 million yuan, with a year-on-year increase of 8% - 32.92%. The net profit attributable to the shareholders of the parent company is expected to be 20 million yuan to 30 million yuan, with a year-on-year decrease of 36.15% - 4.22%. The net profit attributable to the shareholders of the parent company after deducting non recurring profits and losses is expected to be 17 million yuan to 25 million yuan, with a year-on-year increase of 2.06% - 50.09%.
new shares are broken frequently, and the performance of new shares on the main board is strong
Statistics show that since this year, the phenomenon of breaking new shares on the first day of listing has occurred frequently, mainly concentrated in the gem and the science and innovation board. According to the data, 10 of the 20 new shares listed on GEM and Sci-tech Innovation Board since April broke on the first day. Among them, Weijie Chuangxin, Puyuan Jingdian, Haichuang pharmaceutical and anda intelligence fell significantly, down 36.04%, 34.66%, 29.87% and 23.25% respectively on the first day.
However, the performance of new shares on the main board was relatively strong. The data showed that all 16 new shares landed on the main board this year rose and closed on the first day. Among them, Longyuan Power rose by 119.38% and China Mobile rose only 0.52% on the first day. In terms of the number of connected boards, Hefu China recorded 12 connected boards, Lihang technology 10 connected boards, Wankong Zhizao 8 connected boards, Yuehai feed 7 connected boards and Lushan new material 5 connected boards
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