The market falls and the small ticket is full!
Today’s market is another day of polarization, with heavyweight sectors such as banking, real estate, coal and steel falling one after another; Subject stocks were very popular. The covid-19 detection index soared by nearly 9%, and the biological vaccine, auto parts, lithium battery negative electrode and mask index increased by more than 2%.
In terms of individual stocks, the 10 times Bull Stock Andon Health Co.Ltd(002432) rose by the limit again. In the past 44 trading days, the stock gained 27 limit boards, with a cumulative increase of 1007%. Under the background of the soaring number of covid-19 cases in the United States and other western countries, the supply of household kits is in short supply, and the order of Andon Health Co.Ltd(002432) floated like snowflakes. This morning, the company signed another order of 8.1 billion yuan. Other covid-19 detection concept stocks also rose sharply, Zhejiang Orient Gene Biotech Co.Ltd(688298) , Asahi biology, Hangzhou Alltest Biotech Co.Ltd(688606) , Beijing Hotgen Biotech Co.Ltd(688068) and other 20cm limits, and Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Changzhou Qianhong Biopharma Co.Ltd(002550) and other 10cm limits.
In addition, the breaking of a new share also attracted the attention of the market. Aojie technology-u, the first stock of baseband chip, was listed and traded on the science and innovation board today. The issue price of the stock was as high as 164.54 yuan, but it fell by more than 20% in the first second of listing. The lowest intraday drop was 105.88 yuan, and the highest drop was close to 36%. The first lot won the most floating loss of 29300 yuan. Based on the lowest price on the first day of listing, the shareholders who won the lot of the stock may become the worst lot winner of A-Shares in recent ten years.
Recently, the breaking of new shares in the A-share market has increased. According to statistics, since December 28, 2021, a total of 20 new shares have been listed in the A-share market, of which 10 new shares have been broken on the first day of listing.
covid-19 detection concept
the orders disclosed by Andon Health Co.Ltd(002432) these days are bigger and bigger. Jane is soft!
On January 14, Andon Health Co.Ltd(002432) won another super large contract. That morning, Andon Health Co.Ltd(002432) announced at the Shenzhen stock exchange that on January 13 local time, the US subsidiary and ACC signed a procurement contract to sell ihealth covid-19 antigen home self-test OTC kit products to the latter, with a total contract price tax of US $1.275 billion (including freight), about RMB 8.1 billion, It has exceeded 50% of the company’s audited main business income in 2020 (RMB 1.004 billion).
The subject matter of the contract is 250 million copies of ihealth kit. The effective date of the contract is January 12 local time in the United States, and all deliveries shall be completed within 60 days from the effective date; In terms of specific delivery arrangements, the U.S. subsidiary will deliver 25 million copies within 10 days from the signing of the contract, 100 million copies within 30 days, and complete all deliveries within 60 days.
After the announcement of the above news, Andon Health Co.Ltd(002432) opened the trading limit today, recording four consecutive boards. In the 44 trading days since November 15 last year, Andon Health Co.Ltd(002432) has accumulated 27 limit plates, and the share price has risen from 6.8 yuan to 75.28 yuan, with an increase of 1007%, ranking first in the list of a shares.
Two days ago, Andon Health Co.Ltd(002432) also disclosed a large order with an amount of 2.1 billion yuan. On January 12, Andon Health Co.Ltd(002432) announced that the U.S. subsidiary had received orders for ihealth covid-19 antigen home self-test OTC kit from New York and Massachusetts. As of the date of the announcement, the cumulative amount of orders and contracts between the U.S. subsidiary and the Department of health of New York was $185 million (about RMB 1.18 billion); The total amount of orders signed with the Executive Office of the Federal Department of health and human services in Massachusetts amounted to US $148 million (about RMB 944 million).
At the same time, covid-19 detection concept plate has become one of the hottest plates in the market today. 20cm limit for Zhejiang Orient Gene Biotech Co.Ltd(688298) , Asahi biology, Hangzhou Alltest Biotech Co.Ltd(688606) , Beijing Hotgen Biotech Co.Ltd(688068) , and 10cm limit for multiple stocks such as Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Changzhou Qianhong Biopharma Co.Ltd(002550) .
12, Zhejiang Orient Gene Biotech Co.Ltd(688298) WeChat official account issued general manager Fang Xiaoliang’s speech at the 2021 East gene commendation conference. Fang Xiaoliang said that in the past year, the company’s global strategic layout has taken a solid step. The scale of Hengjian in the United States has been expanding. It has begun to layout its industrial base in Houston, and will realize the intensive development of production, R & D, sales and laboratory in 2022. Canada Hengtong has developed steadily. At the same time, it has also set up a subsidiary in Scotland, which has laid a foundation for integrating into the British and European markets and providing technology, products and services. In 2022, we should focus on the main business and strive to build three platforms: POCT, gene detection and liquid chip.
Earlier, an Xu biology also announced that with the outbreak of the covid-19 epidemic, the demand for real-time testing reagents and testing instruments in various countries around the world has greatly increased, especially in the foreign market. It plans to use the raised funds to invest in the R & D and production projects of in vitro diagnostic reagents and diagnostic instruments.
However, it should be noted that due to the recent abnormal rise in share prices, on January 13, Andon Health Co.Ltd(002432) issued a stock trading risk warning announcement, which disclosed eight risks, namely, the risk of uncertainty in the development of the epidemic in the United States, the risk of uncertainty in market competition, the risk of rationality of valuation models, the risk of reliability of information, the risk of exchange rate fluctuations, the risk of trade with the United States Logistics transportation risk and quality risk.
Andon Health Co.Ltd(002432) said that the demand for the company’s antigen home self-test kit products is directly related to the development of the epidemic in the United States. Virus variation, vaccination and the introduction of covid-19 drugs all have an impact on the development of the epidemic, so there is strong uncertainty about the development of the epidemic in the future, This uncertainty may greatly affect the demand of kit products.
In addition, Hangzhou Biotest Biotech Co.Ltd(688767) also issued a notice of the announcement of the transaction. The company’s New Coronavirus antigen self testing reagent product has many similar products or other testing products in the European and Australian markets. The products will face fierce competition in the market. The sales and profits contribution of the COVID-19 products has great uncertainty. Beijing Hotgen Biotech Co.Ltd(688068) issued a stock price change announcement. The registration / filing of EU CE and other major economies obtained by the company’s covid-19 antigen detection reagent is not exclusive to the company. There are many similar or similar competitive products in the market, and there is a risk of fierce market competition in the sales of the company’s products.
Andon Health Co.Ltd(002432) stock option yield or more than 10 times
On January 13, Andon Health Co.Ltd(002432) also announced that the grant registration of stock option incentive plan was completed in 2021, and a total of 7.37 million shares were granted to 353 core backbone with an exercise price of 6.49 yuan / share. Incentive objects can exercise and buy in four phases when the company’s performance and personal performance appraisal meet the standards within four years after 16 months. If employees can exercise at the latest share price of 75.28 yuan / share at that time, Will achieve more than 10 times the revenue.
It is worth mentioning that although the option has not yet been cashed, the Andon Health Co.Ltd(002432) previous incentive plan has entered the exercise period. Measured at the current price, the per capita floating profit has exceeded 1 million yuan. According to the data, the exercise price of the previous option was 11.53 yuan / share, a total of 187 incentive objects met the exercise conditions, and the number of stock options exercisable was 3.047 million shares. If you choose to exercise at the current price, the cumulative floating profit has reached 194 million yuan and the per capita income has reached 1.039 million yuan.
The highest loss of winning Lot 1 is nearly 30000
On January 14, the breaking of a new share also attracted the attention of the market. Aojie technology-u was listed on the science and Innovation Board on the same day. The issue price of the stock was as high as 164.54 yuan, but it fell sharply by 20.99% at the opening. The lowest intraday drop was 105.88 yuan, a decrease of nearly 36%, and the highest loss of 11 lots (500 shares) was 29300 yuan. As of the closing of the afternoon, Aojie technology-u fell 33.75% and its share price was reported to be 109 yuan. The winning 1 (500 shares) lost 27800 yuan, becoming the worst winner of A-Shares in recent ten years.
according to the statistics of the data treasure of the securities times, in the past decade, based on the lowest price on the first day of listing, Baiji Shenzhou has the largest loss among the investors on the first day of listing, and the first signing has the largest loss of 18800 yuan, while Aojie technology-u has become the worst winner of A-Shares in the past decade.
Aojie technology’s main business is the R & D and technological innovation of wireless communication chips. It is the first share of A-share baseband chips. The company has no controlling shareholder and the actual controller is Dai Baojia; The single largest shareholder of the company is Alibaba, with a shareholding ratio of 15.43%.
Aojie technology raised 6.883 billion yuan in this IPO, and the large fund phase II, Shanghai Pudong Science and Technology Innovation Group Co., Ltd., Shanghai Science and technology venture capital (Group) Co., Ltd. and Shanghai Zhangjiang science and Technology Venture Capital Co., Ltd. were allocated 199 million yuan, 99.5 million yuan, 99.5 million yuan and 79.6 million yuan respectively.
According to the prospectus, Aojie technology is a platform chip enterprise providing wireless communication and super large-scale chips. Since its establishment, the company has been focusing on the R & D and technological innovation of wireless communication chips. At the same time, it has the R & D and design strength of full-standard cellular baseband chips and multi protocol non cellular Internet of things chips, and has the ability to provide large-scale and high-speed SOC chip customization and semiconductor IP authorization services.
During the reporting period, the company has successfully mass produced more than 25 new chips, and its product line fully covers the field of cellular communication, non cellular communication and AI, realizing product breakthroughs in the field of non cellular and AI, gradually reaching cooperative relations with leading enterprises in various fields and realizing large-scale sales. During the reporting period, the company sold more than 80 million sets of cellular baseband chips and more than 40 million non cellular IOT chips.
The company has successively become an important supplier of mainstream module manufacturers at home and abroad such as Quectel Wireless Solutions Co.Ltd(603236) , Sunsea Aiot Technology Co.Ltd(002313) , Shenzhen Neoway Technology Co.Ltd(688159) , Gosuncn Technology Group Co.Ltd(300098) , u-blox AG, and has entered the supply chain system of large state grid enterprises, Zte Corporation(000063) , Hitachi, 360, tp link and other well-known brand enterprises at home and abroad. The company’s products have entered the market dominated by international giants for a long time.
From 2018 to 2020, the company’s operating revenue increased from RMB 115 million to RMB 1081 million, with a compound annual growth rate of 206.07%. From January to June 2021, the company realized an operating revenue of 879 million yuan, which continued to grow significantly. However, the company has not yet achieved profitability, with losses of 537 million yuan, 583 million yuan and 2327 million yuan from 2018 to 2020 respectively. In the first three quarters of 2021, the company’s net profit loss was 484 million yuan.
On January 13, in the announcement on the listing of the initial public offering of shares on the science and innovation board, Aojie technology prompted the risk that the market value of the company corresponding to the offering price of RMB 164.54/share was RMB 68.827 billion, the operating revenue of Aojie technology in 2020 was RMB 1.081 billion, and the market sales rate corresponding to the offering price was 63.67 times, which was higher than the average of comparable companies in the same period, There is a risk that the future decline of the company’s share price will bring losses to investors.
finally, remind investors that new shares are also risky and need to be cautious.
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