Original title: In the first half of the year, 245 new stocks landed in the A-share market, machinery and equipment and other four major industries accounted for a large proportion
Our reporter Zhao Ziqiang and trainee reporter Chu Lijun
In the first half of 2021, in the context of continuous reform and improvement of the capital market, the A-share market has continued to grow and absorb a number of new members.Straight FlushStatistics show that in the first half of this year, a total of 245 new stocks were listed on the A-share market, compared with 119 in the same period last year, a year-on-year increase of 105.88%.
Of the 245 new shares mentioned above, 140 are listed on the Shanghai Stock Exchange and 105 are listed on the Shenzhen Stock Exchange. From the perspective of the sectors of the new stocks, the number of IPOs on the Sci-tech Innovation Board and the ChiNext Board is relatively large, 86 and 85 respectively, and 74 on the main board.
In this regard, Long Hao, Chairman of Jinding Assets, who was interviewed by a reporter from the Securities Daily, said that since the first half of 2021, as the epidemic has been brought under control and consumption has recovered, domestic A-share IPOs have basically returned to normalization and still maintain a strong momentum. The number of IPOs A substantial increase over the same period last year.
Judging from the distribution of Shenwan’s first-tier industries, the above-mentioned new stocks mainly come from the four major industries of mechanical equipment (40), medical and biological (27), electronics (22), and electrical equipment (20). The number of new stocks listed in the automotive, chemical, public utilities, and computer industries in the first half of the year were all over 10 (inclusive). It can be seen that the “14th Five-Year Plan” outline proposes to develop and expand strategic emerging industries, mainly focusing on the new generation of information technology, biotechnology, new energy, new materials, high-end equipment, new energy vehicles, green environmental protection, aerospace, marine In strategic emerging industries such as equipment, many of the newly listed companies in the above-mentioned industries belong to strategic emerging industries.
The reason why new stocks in the first half of this year mainly came from the above-mentioned four major industries. The executive dean and professor Pan Helin of the Digital Economy Institute of Zhongnan University of Economics and Law, who was interviewed by a reporter from the Securities Daily, said that the manufacturing industry is a solid foundation for my country’s economic development. The company’s financing through the A-share market can promote the optimization of the economic structure. In terms of promoting financing, A-shares focus on high-end manufacturing with certain barriers, and high-end manufacturing is generally distributed in the fields of mechanical equipment, medical biology, electronics and electrical equipment.
Dongtuo Investment Fund Manager Wang Chunxiu said in an interview with the “Securities Daily” reporter that on the one hand, these industries are in a high boom, and the performance of related companies has grown rapidly. On the other hand, under the support of the strategy of a powerful country in science and technology, the sector stocks have high valuations, active trading, and high efficiency in approval and listing. Currently, it is the best window period for listing.
In terms of market performance, as of the close of trading on June 30, 85 stocks rose compared to the closing price on the initial listing day.Sequential development、South Grid Energy、Chu Tianlong、Dongpeng Beverage、Yingli Automobile、Caida SecuritiesDuring the period of waiting for 6 stocks, the cumulative gains exceeded 2 times.
It is worth mentioning that in the new stocks listed in the first half of the year, some stocks with larger market value also appeared. The latest total market value of 4 new stocks exceeded 100 billion yuan. Among them,Three Gorges EnergyThe total market value is the largest at 181.712 billion yuan,Huali Group132.921 billion yuan,BetteniIt was 115.088 billion yuan, and Dongpeng Beverage was 100.323 billion yuan.
There are good expectations for the first half of the performance of newly listed companies this year. As of June 30, 85 companies had predicted their first half performance, and 67 companies had a pre-happy performance with a pre-happy rate of 78.82%. Among them,Huali Technology、Dazhong Mining、Dongwei Technology、Fuchun Dyeing and Weaving、Valin Cable、Electric wind powerThe six other companies are expected to exceed the upper limit of net profit growth in the first half of this year.
How to grasp the investment opportunities of these new stocks? Wang Chunxiu believes that the valuations of these newly listed new stocks are generally higher, and the financial data needs more time to observe, making investment difficult. Generally speaking, new stocks are the most important means for ordinary investors to participate in the new stock market.
Long Hao said that although some of the new stocks listed in the first half of this year have broken, there have also been stocks that have increased by more than 10 times the issue price after the listing, especially those listed at a low price, and the dynamic price-earnings ratio is reasonable in the industry. Low-valued stocks in the range have investment opportunities.
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Editor in charge: He Songlin
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