[New calendar]Last Saturday, only new shares broke on the first day, and 6 new shares were subscribed next week. The first stock of RNA diagnosis is coming!
Original Securities Times Kang Yin
Last week (March 14 to March 18) A-shares experienced a roller coaster market. With the Russian-Ukrainian military conflict superimposed on the deep correction of Chinese concept stocks, the volatility of A shares has increased, and the number of new shares breaking on the first day has also increased.
Among the 11 IPOs listed last week, 6 broke on the first day, accounting for 55%; 6 IPOs fell below the issue price on the first day in a single week, which also set a week with the largest number of IPO breaks on the first day this year. It is worth noting that the volatility of Shanghai and Shenzhen will increase in 2022. Since the beginning of this year, a total of 69 new A shares have been listed, of which 13 broke on the first day, accounting for 19%.
According to the new stock issuance arrangement, there will be 6 new stock subscriptions next week, including 2 on the ChiNext and 4 on the Science and Technology Innovation Board.
01
6 new stocks broke their first day last week
A total of 11 new stocks were listed last week, 6 of which broke on the first day, accounting for 55%.
The new stocks that broke the most on the first day of last week wereSlinger. Silinjie is mainly engaged in industrial automation testing products such as embedded intelligent instrument modules. It landed on the Science and Technology Innovation Board on March 14. The total amount of funds raised was 1.094 billion yuan, and the issue price was 65.65 yuan. On March 14, Si Linjie closed at 50.11 yuan, down 23.67% from the issue price. If 500 shares were signed, the loss on the first day would amount to 7,770 yuan.
Slinger fell 23.67% on the first day, the third-highest first-day drop among new stocks listed this year.This year, the new stocks with the largest first-day declines areAojie Technology, fell 33.75% on the first day.Followed byMaiwei BioIt fell 29.6% on the first day.
New shares that landed on the GEM on the 3rd and 14thPolycylonThe first day soared.Jusailong is a high-tech enterprise specializing in the research and development, production and sales of modified plastics. Its main products include modified general plastics, modified engineering plastics, modified special engineering plastics and other polymer materials, which are widely used In the fields of household appliances, automobile industry, electronic communication, medical supplies, etc., the main customers includeMidea Group、SuporHisense Group, Galanz Group, Dongfeng Group, Toyota Group, Pulian Technology and other well-known enterprises.
The issue price of Jusailong is 30 yuan, and the issue price-earnings ratio is 19.13 times, which is lower than the industry price-earnings ratio of 25.55 times. As of the close, Jusailong closed at 77.3 yuan, an increase of 157.67% compared with the issue price. If 500 shares were signed in the first day, it would make a profit of 23,650 yuan on the first day.
In a single week, 6 new shares fell below the issue price on the first day of listing, which also set a week with the largest number of new shares breaking on the first day this year.
Since the beginning of this year, 13 A shares have broken their first day of listing; monthly statistics show that 6 new shares broke in January, 1 in February, and 6 since March.
With the in-depth adjustment of A-shares, as of the close on March 19, 28 of the 69 new stocks listed this year have broken their shares, accounting for 41%. The deepest decliner is still Aojie Technology, which has fallen by 55.17% since its listing.
In terms of the increase list, among the new stocks listed this year, the cumulative increase is still the highest.Hopeful Chinaafter the listing, it was listed on the board for 12 times, and the cumulative increase was over 425.3%.
02
RNA diagnostics first strand
According to the current arrangement, if there is no change (from March 21 to March 25), a total of 6 new shares will be subscribed for, including 2 on the Growth Enterprise Market and 4 on the Science and Technology Innovation Board.
Ordered next MondayRendu BiologyThe issue price has been announced. The issue price of Rendu Bio is 72.65 yuan, and the issue price-earnings ratio is 54.54 times, while the industry’s average dynamic price-earnings ratio in the last month is 29.01 times.
Rendu Bio, which has become the “first company in RNA diagnosis”, is one of the earliest domestic life science companies focusing on RNA constant temperature amplification technology and products. The IPO raised 727 million yuan, which will be used for “precise diagnostic reagents and intelligent Equipment Industrialization R&D Project” and “Marketing Network Construction Project”.
It is expected to raise 4.151 billion yuanRongchang BiologyIt is the company with the highest amount of funds raised in IPOs this week. Rongchang Bio was established in 2008 and has built three core technology platforms with independent intellectual property rights: antibody and fusion protein platform, antibody drug conjugate (ADC) platform and bifunctional antibody platform. Disease areas. Its core products include tetacept (RC18), veldicotumab (RC48) and RC28, of which the first two new drug products have been commercialized.
In addition, the pioneer of domestic thousand-ton carbon fiberZhongfu CondorApply online on March 24. Zhongfu Shenying is a high-tech enterprise engaged in carbon fiber research and development, production and sales under China National Building Materials Group.CITIC SecuritiesIt is pointed out that in 2012, Zhongfu Shenying took the lead in realizing the industrialization of dry-jet wet spinning technology in China, and systematically mastered the carbon fiber T700-level, T800-level thousand-ton technology and T1000-level hundred-ton technology. The company’s carbon fiber output/sales in 2020 is 3777/3625 tons, accounting for 20.98%/7.43% of the total domestic carbon fiber output/sales, ranking second in China.
【New calendar】
March 21
Rendu Bio (688193) is a life science enterprise focusing on RNA molecular diagnostic technology and products. Respiratory tract, hepatitis B detection and other fields.
March 22
Rongchang Bio (688331) is an innovative biopharmaceutical company with a global vision. After more than ten years of accumulation of technology and industry experience, Rongchang Bio has built three core technology platforms with independent intellectual property rights: antibody and fusion protein platform, antibody drug conjugate (ADC) platform and bifunctional antibody platform. The products cover autoimmune , oncology, ophthalmology and other major diseases. Its core products include tetacept (RC18), veldicotumab (RC48) and RC28, of which the first two new drug products have been commercialized.
March 23
Tianyi Medical(301097) is a high-tech enterprise mainly engaged in the research and development, production and sales of medical devices such as medical polymer consumables in the field of blood purification and ward nursing. Circulating blood circuit, one-time use of arteriovenous puncture device, one-time use of one-piece oxygen suction tube, feeder and feeding tube, etc.
Changguang Huaxin(688048) focuses on the semiconductor laser industry, and its core products are semiconductor laser chips, which “extend vertically” to downstream devices, modules and direct semiconductor lasers, and “extend horizontally” to various types of semiconductor laser chips such as VCSEL chips and optical communication chips. In 2020, the company’s “fulcrum” product high-power semiconductor laser chips ranked first in the domestic market share.
March 24
Zhongfu Shenying (688295) is a national high-tech enterprise specializing in carbon fiber research and development, production and sales. The main product for external sales is carbon fiber. Through years of independent research and development, we have mastered the core technology of the whole process of carbon fiber production, and took the lead in breaking through the industrial manufacturing technology of dry-jet wet spinning of thousand-ton carbon fiber precursors in China, and built the first thousand-ton dry-jet wet spinning carbon fiber industrialization production line in China.
March 25
Minglida(301268) specializes in the design, research and development, production and sales of precision structural parts and molds, with product development, mold design and process design and innovation as the core, and precision die-casting, precision injection molding, profile processing and metal stamping technology as the foundation. High-quality domestic and foreign customers provide multi-type, one-stop precision structural products.
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Responsible editor: Yang Hongbu