The breaking of new shares on the first day of listing continues.
Last week (January 17-21), one of the eight new shares listed broke, which was Maiwei biology of the science and innovation board. On January 18, Maiwei bio, a non-profit biotechnology enterprise, was listed on the science and innovation board. It opened at 32 yuan, down 8.05% from the issue price of 34.8 yuan. As of the closing, the share price fell by 29.6%. The first signing among shareholders will lose 5150 yuan. The remaining 7 stocks listed last week did not break, of which the highest increase on the first day was Yike food on the Shenzhen main board, which rose 212.46% on the first day of listing, with a single signing profit of 12000 yuan on the first day.
In the last week before the Spring Festival holiday (January 24 to 28), five new shares started online subscription. It is worth noting that on January 24, the issuing prices of new Sanyuan biology and Dongwei semi guide launched online exceeded 100 yuan. Coupled with the 100 yuan new share Aojie technology broken earlier, there are three 100 yuan new shares this year.
new shares broke last week
Of the eight companies listed last week (January 17-21), one broke on the first day of listing. Eight new shares listed this week rose an average of 68% on the first day.
on January 18, the unprofitable biotechnology enterprise Maiwei biology was listed on the science and innovation board. It opened at 32 yuan, down 8.05% from the issue price of 34.8 yuan, and then the share price continued to decline. As of the close, Maiwei biology closed at 24.5 yuan, down 29.6%. At the closing quotation, the shareholders will lose 5150 yuan.
Maiwei bio is an innovative biopharmaceutical enterprise established in 2017. Its main business is the R & D, production and sales of therapeutic biological products, mainly including a variety of antibody drugs. However, up to now, Maiwei biology has no products on the market. All varieties of the company are in the research and development stage, and have not yet carried out commercial production and sales, and there is no drug sales revenue.
With no revenue source and continuous large-scale R & D investment, the loss of Maiwei biology gradually expanded. From 2018 to 2020, the net losses of Maiwei biology were RMB 225 million, RMB 928 million and RMB 643 million respectively. From January to September 2021, the net loss of Maiwei biology was RMB 515 million. Maiwei biology originally planned to raise 3.165 billion yuan in IPO, and eventually raised more than 3.477 billion yuan.
Eight new shares listed last week were not broken, of which the highest increase on the first day was Yike food on the Shenzhen main board. On January 18, Yike food officially landed on the gem, with a sharp rise of 222.81% on the first day, a market value of more than 16 billion yuan, and a single sign profit of 12000 yuan on the first day.
Behind the sharp rise of Yike food, it is from the concept of prefabricated dishes. Founded in 2004, Yike food originally started with chicken and duck slaughtering. Its founder Tian Liyu served as the vice president of meat business department of Shandong Liuhe group (now New Hope Liuhe Co.Ltd(000876) Liuhe) in his early years, and then left to start a business. After more than ten years, the company’s business has extended to poultry slaughtering, processing and cooked food. It just stepped on the air outlet of prefabricated vegetables, and then there was the amazing scene on the first day of listing.
It is worth noting that since the intensive breaking of new shares in November last year, in 2022, with the significant adjustment and decline of the A-share secondary market, the performance of new shares is also general, and the breaking situation increases. As of January 23, the closing price of five new shares on the first day of listing in the A-share market in 2022 has broken, including Yahong medicine, Weike technology, Xinghui environmental materials, Aojie technology and Maiwei biology. Among them, Aojie technology had the highest decline on the first day of listing, with the first day closing down 33.75%.
although the break continues, new revenue can still be expected. Overall, among the 20 new shares listed this year (Shanghai Shenzhen North exchange), the average increase on the first day of listing was 47.91%, and the median increase on the first day was 38.17%. One of the stocks with the highest increase on the first day was Yike food, with a closing increase of 212.46% on the first day.
two hundred yuan shares
According to the current arrangement, if there is no change, (January 24-28) five new shares have started online subscription, including three on the science and innovation board, one on the gem and one on the Shenzhen main board, including Sanyuan biology, AsiaInfo security, Dongwei semi guide, Yuehai group and kunhengshunwei.
It is worth noting that on January 24, the new Sanyuan biology and Dongwei semi guide launched online have exceeded 100 yuan. Coupled with Aojie technology, a new 100 yuan new share issued earlier, there have been three new 100 yuan new shares this year.
The issuing price of semiconductor enterprise Dongwei semiconductors reached 130 yuan, the issuing P / E ratio was 429.30 times, and the industry P / E ratio (static in recent January) was 48.98 times. Dongwei semiconductor is a technology driven semiconductor enterprise focusing on the R & D and sales of high-performance power devices. Its products focus on medium and high-power application fields such as industry and automobile.
The IPO of Dongwei semiconductor originally planned to raise 1.122 billion yuan, which was mainly used to invest in the construction of super junction and shielded gate power device product upgrading and industrialization projects, new structure power device R & D and industrialization projects, R & D Engineering Center construction projects, etc. According to the issue price of 130 yuan, the final raised amount reached 2.19 billion yuan.
East micro semiconductor obtained Huawei’s stake. In April 2020, Hubble investment under Huawei signed the capital increase agreement with the shareholders of Dongwei semiconductor, which agreed that Hubble investment would invest 75.3 million yuan in Dongwei semiconductor. Up to now, Hubble investment holds 6.5913% of the shares of Dongwei semiconductor, with a shareholding of 3330800 shares, which is the sixth largest shareholder of Dongwei semiconductor.
On January 24, another 100 yuan new share of Sanyuan biology was launched online, focusing on the deep cultivation of erythritol and other sugar substitutes. The issuing price of Sanyuan biology is 109.3 yuan, the issuing P / E ratio is 63.39 times, and the industry P / E ratio (static in recent January) is 43.9 times.
Ternary biology is a professional manufacturer that has started the industrial production of erythritol in China earlier. According to Sullivan research data, in 2019, the company’s erythritol output accounted for 54.90% of China’s total erythritol output and 32.94% of the global total output. It is the largest enterprise in the global erythritol industry. Customers include Yuanqi forest, Coca Cola, Pepsi Cola, nongnongshan spring, uni president, jinmailang, Hankou No. 2 factory, perfect China, Nanfang Nanfang Black Sesame Group Co.Ltd(000716) paste and other enterprises. In this IPO, Sanyuan biology plans to raise 1.038 billion yuan, and the total amount actually raised is 3.686 billion yuan.
Monday (January 24)
AsiaInfo security (688225) is in the software and information technology service industry. The company is a leader in the field of network security software in China. As a security company with “network and cloud understanding”, it is committed to escort the industrial Internet and become a security intelligent platform enterprise guarding the cloud, network, edge and end in the 5g cloud era.
Dongwei semiconductor (688261) has been deeply engaged in industrial fields such as DC charging pile of new energy vehicles, 5g base station power supply and communication power supply, data center server power supply and industrial lighting power supply. Through strong R & D strength and superior product performance, it has become one of the few high-performance power semiconductor manufacturers focusing on the field of industrial high-voltage superjunction MOSFET in China. In terms of performance, from 2018 to January June 2021, the net profit deducted from non net profit was RMB 13 million, RMB 09 million, RMB 28 million and RMB 52 million respectively.
Sanyuan Biology (301206) is in the food manufacturing industry. The company is a professional manufacturer that has started the industrial production of erythritol in China earlier. Since its establishment in 2007, the company has focused on deeply cultivating erythritol products for more than ten years, and has successively solved the process problems of strain breeding, formula optimization, fermentation control, crystallization extraction and so on, It has gradually established a leading position in the world erythritol industry with the largest production capacity, output, export volume and market share. In terms of performance, from 2018 to January to June 2021, the net profit deducted from non net profit was 68 million yuan, 136 million yuan, 233 million yuan and 243 million yuan respectively.
Thursday (January 27)
Yuehai group (001313) is mainly engaged in the R & D, production and sales of aquatic feed, and mainly focuses on shrimp feed, seawater fish feed and other special aquatic feed. The company’s main products include shrimp feed, sea bass feed, golden pomfret feed, rhubarb feed, grouper feed, yellow catfish feed, snakehead feed and California Bass feed, as well as grass carp feed Common aquatic feed represented by tilapia feed.
Friday (January 28)
Kunhengshunwei (688283) is mainly engaged in the R & D, production and sales of high-end radio test simulation instruments, focusing on the fields of mobile communication, wireless networking, radar, electronic countermeasure, vehicle networking, navigation and so on, and provides high-end test simulation instruments and system solutions for radio equipment performance and function detection.
