A total of 15 new shares were listed this week (April 18-22), of which 6 broke on the first day. Known as the most expensive new share of this year, nano chip micro (688052) landed on the science and Innovation Board on April 22, with an increase of nearly 20%. As of the closing of the day, it was reported at 259.58 yuan, an increase of 12.86%. Based on the highest intraday price of the stock of 275.02 yuan, the new signer can earn 22510 yuan; According to the closing price, the floating profit of the first signing reached 14790 yuan. It is worth noting that CNOOC and nano core micro, which were abandoned by retail investors earlier, performed well after listing.
this week, 6 new shares broke on the first day
A total of 15 new shares were listed this week, of which 6 broke on the first day. Among them, the largest drop in the first day was saiweidian. On April 22, the initial price of saiweidian, which landed on the science and innovation board, was 74.55 yuan. It broke off on the first day of listing and fell to 31.17% to 51.31 yuan. If the winning shareholders sell at this price, the maximum loss of 500 shares in the first lot will be 11620 yuan. As of the close, its share price fell 26.06% to 55.12 yuan, and the 500 shares in the first signing lost 9715 yuan.
Saiweidian’s main business is the R & D and sales of analog chips. Its main products are battery safety chips, battery metering chips, charging management and other chips. Like most chip design companies, the performance showed explosive growth after 2019. The revenue increased from 67 million yuan in 2018 to 339 million yuan in 2021, and the net profit attributable to the parent increased from 03 million yuan to 89 million yuan.
The focus of this week’s new shares is undoubtedly the nano core micro with the highest issuance price this year and CNOOC with the largest issuance scale this year.
It is understood that the issuing price of nano core micro is 230 yuan, which is the most expensive new share this year. In addition to the high issuance price, the P / E ratio of nano core micro issuance is 107.48 times, which is also much higher than the industry average p / E ratio. Under the dual high issuance, many investors abandoned the purchase of nano core micro. However, unexpectedly, nano chip micro landed on the science and Innovation Board on April 22, with an increase of nearly 20%. As of the closing of the day, it was reported at 259.58 yuan, an increase of 12.86%. Based on the highest intraday price of the stock of 275.02 yuan, the new signer can earn 22510 yuan; According to the closing price, the floating profit of the first signing reached 14790 yuan.
According to the data, founded in 2013, the company 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 800 product models for sale, which are widely used in the fields of information communication, industrial control, automotive electronics and consumer electronics. Its main downstream customers include Zte Corporation(000063) Shenzhen Inovance Technology Co.Ltd(300124) , zhixinwei, Sungrow Power Supply Co.Ltd(300274) , Will Semiconductor Co.Ltd.Shanghai(603501) , etc.
CNOOC (600938), which was repurchased by investors with an amount of 242 million yuan, landed in A-Shares on April 21. It was 44% higher to the temporary stop. As of the close of the day, the stock was reported at 13.79 yuan, up 27.69%. According to the highest intraday price, winning the first contract can earn up to 4750 yuan. On April 22, CNOOC rose its limit strongly, rising 40% two days after listing.
Statistics show that CNOOC is the largest offshore crude oil and natural gas producer in China and one of the world’s largest independent oil and gas exploration and production groups. 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.
abandonment increases
At present, the sentiment in the new market is poor. Of the 114 new shares listed on the A-share market this year, 32 shares have broken on the first day, accounting for 28%. Investors are increasingly cautious about companies with high P / E ratios. From the issuance situation, some investors have sounded the “retreat drum”. Recently, the proportion of abandonment of purchase of multiple new shares has repeatedly reached a new high.
Among them, according to the issuance results disclosed by the most high-tech stock, nano core micro, this year, the company was abandoned by online investors for about 778 million yuan. The number of investors’ abandonment accounted for 13.38% of the total issuance scale, and the amount and proportion of abandonment set a new A-share record.
The proportion of abandonment is followed by Zhongyi technology. On April 21, Zhongyi technology was officially listed on the gem, with an issue price of 163.56 yuan, but broke at the opening. As of the closing, it was reported at 123.29 yuan, a decrease of 24.62%. The first signing of Zhongyi technology lost more than 20000 yuan, which is also the new share with the largest floating loss in the opening of A-Shares in more than 20 years. The number of subscription abandoned by online investors of Zhongyi technology was 1987600 shares, with a total abandonment of about 325 million yuan, accounting for 11.81%. In addition, the abandoned purchase of Jingwei Hengrun and saiweidian issued this year accounted for 10.87% and 8.28%.
In addition, Fengyi technology and tuojing technology accounted for 7.9% and 4.86% of the abandoned purchase respectively, and the abandoned purchase amount reached 150 million yuan and 110 million yuan. Industry experts believe that the increase in the number of abandoned purchases of online innovation reflects the change of investment strategy. Innovation is no longer blind, but targeted and selective investment in new shares.
In 2022, the trend of Shanghai and Shenzhen fluctuated more. As of the closing on April 22, 62 of the 114 new shares listed this year have broken the latest share price, accounting for 54%. In terms of the increase list, among the new shares listed this year, the cumulative increase is still the highest in Hefu China. After listing, Hefu China once had 12 boards, with a cumulative increase of more than 229%, and Hefu China is also the new share with the largest number of boards this year.
On April 21, Fang Xinghai, vice chairman of the CSRC, said at the sub forum of the Boao Forum for Asia 2022 annual meeting that the reason why many corporate IPOs have fallen below the issuance price recently is not that there are too many IPOs, but that the IPO pricing ability needs to be further improved. “If the market doesn’t recognize it, lower it.” Fang Xinghai believes that our market can be further improved in terms of depth and breadth, serving different investors and meeting market challenges. For example, in terms of market making and IPO pricing, the introduction of international experienced institutions is helpful to improve the quality of the market.
