This week (April 18-22), a total of 15 new stocks were listed, of which 6 broke on the first day.Known as the most expensive new stock this yearNano Core Micro(688052) landed on the Science and Technology Innovation Board on April 22, with an increase of nearly 20%. As of the close of the day, it was reported at 259.58 yuan, an increase of 12.86%. Calculated based on the highest intraday price of the stock at 275.02 yuan, new players can earn 22,510 yuan in the first lottery; based on the closing price, the floating profit in the first lottery can reach 14,790 yuan.It is worth noting that earlier purchases were abandoned by retail investors in large numbers.CNOOCand Nanochip, both performed well after listing.
6 new stocks this week broke on the first day
A total of 15 new stocks went public this week, 6 of which broke on the first day.Among them, the biggest drop on the first day was theSai Microelectronics. Saiweidian, which landed on the Science and Technology Innovation Board on April 22, had a starting price of 74.55 yuan. It broke on the first day of listing, and the intraday low 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 lottery is 11,620 yuan. As of the close, its stock price fell 26.06% to 55.12 yuan, and the 500 shares signed in the first batch lost 9,715 yuan.
The main business of Saiweidian is the research and development and sales of analog chips. Its main products are battery safety chips, battery metering chips, charging management chips and other chips. Like most chip design companies, its performance has shown explosive growth after 2019, with revenue increasing from 67 million yuan in 2018 to 339 million yuan in 2021, and net profit attributable to the parent from 30 million yuan to 89 million yuan. .
The focus of this week’s new shares is undoubtedly Nanochip with the highest issue price this year, and CNOOC with the largest issue this year.
It is understood that the issue price of Naxinwei is 230 yuan, which is the most expensive new stock this year. In addition to the high issuance price, the price-earnings ratio of Naxinwei’s issuance is 107.48 times, which is also much higher than the industry average price-earnings ratio. Under the double-high issuance, Nanochip was abandoned by many investors. But unexpectedly, Naxinwei landed on the Science and Technology Innovation Board on April 22, and the increase once approached 20%. As of the close of the day, it was reported at 259.58 yuan, an increase of 12.86%. Based on the highest intraday price of the stock at 275.02 yuan, new players can earn 22,510 yuan in the first lottery; based on the closing price, the floating profit in the first lottery can reach 14,790 yuan.
According to the data, Nanochip was established 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. Currently, it can provide more than 800 Available for sale product models, widely used in information communication, industrial control, automotive electronics and consumer electronics and other fields, the main downstream customers includeZTE、Inovance TechnologyZhixinwei,Sungrow、Weir SharesWait.
CNOOC (600938), which was abandoned by investors with an amount of 242 million yuan, landed on the A-share market on April 21. It was 44% higher during the session and was temporarily suspended. As of the close of the day, the stock closed at 13.79 yuan, up 27.69%. Calculated according to the highest price in the day, winning the first lottery will earn a maximum of 4,750 yuan. On April 22, CNOOC had a strong daily limit, and it rose by 40% in the two days of listing.
Statistics show that CNOOC is China’s largest offshore crude oil and natural gas producer and one of the world’s largest independent oil and gas exploration and production groups. As of the end of 2020, the company has net proven reserves of approximately 5.37 billion barrels of oil equivalent, a record high; the reserve life of the past three years has been maintained at more than 10 years. From 2018 to 2020, the company’s reserve replacement rate was 126%, 144%, and 136%, respectively, and the reserve replacement rate continued to remain high.
Abandoned purchases rise
The current market sentiment for new listings is poor. Of the 114 new stocks listed on the A-share market this year, 32 shares have broken on the first day, accounting for 28%. Investors are increasingly wary of companies with high price-to-earnings ratios. Judging from the issuance situation, some investors have already sounded “retreat”. The ratio of abandoned purchases of many new shares issued recently has repeatedly hit new highs.
Among them, the results of the issuance disclosed by Naxin Micro, the highest issue price this year, the company was abandoned by online investors about 778 million yuan, and the number of investors who abandoned purchases accounted for 13.38% of the total issuance. A-share record was refreshed.
Abandoned purchases are followed byZhongyi Technology. On April 21, Zhongyi Technology was officially listed on the Growth Enterprise Market. The issue price was 163.56 yuan, but it broke at the opening and closed at 123.29 yuan, a drop of 24.62%. The loss of Zhongyi Technology’s first signing exceeded 20,000 yuan, which is also the new stock with the largest floating loss in the A-share market in more than 20 years. The number of Zhongyi Technology online investors who abandoned the subscription amounted to 1.9876 million shares, with a total abandonment of about 325 million yuan, and the abandonment ratio was 11.81%.In addition, this year’sJingwei HengrunAbandoned purchases accounted for 10.87%, and Saiweidian accounted for 8.28%.
in addition,Fengdao Technology、Tuojing TechnologyThe proportion of abandoned purchases was as high as 7.9% and 4.86%, respectively, and the amount of abandoned purchases reached 150 million yuan and 110 million yuan. Industry experts believe that the increase in online shopping abandonment reflects changes in investment strategies from the side. New stocks are no longer blind, but targeted and selective investment in new stocks.
In 2022, the volatility of Shanghai and Shenzhen will increase. As of the close on April 22, 62 of the 114 new stocks listed this year have broken their latest stock prices, accounting for 54%.In terms of the increase list, among the new stocks listed this year, the cumulative increase is still the highest.Hopeful Chinaafter listing for 12 consecutive boards, the cumulative increase exceeded 229%, and Hefu China is also the new stock with the largest number of consecutive boards this year.
On the evening of April 21, Fang Xinghai, vice chairman of the China Securities Regulatory Commission, said at the sub-forum of the Boao Forum for Asia 2022 annual meeting that many companies’ IPOs fell below the issue price recently, not because there were too many IPOs, but because the pricing power of IPOs needs to be further improved. . “If the market doesn’t recognize it, lower it a little.” Fang Xinghai believes that our market can be further improved in terms of depth and breadth, serving different investors and responding to market challenges. For example, in terms of market making and IPO pricing, the introduction of international Experienced institutions are helpful to improve the quality of the market.
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Responsible editor: Zhang Shuyuan