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罕见的新股破发与半导体企业IPO的确定性
Rare IPO Breaking and the certainty of IPO in Semiconductor Enterprises

證券之星 ·  {{timeTz}}

2021年10月的新股破发的表现注定是A股历史至今极其罕见的。SMDC统计数据显示,10月22日,A股出现数年来罕见的新股上市首日破发的现象,此后的连续7个交易日中均有股票在上市首日即破发。

The performance of the IPO in October 2021 is destined to be extremely rare in the history of A-shares. SMDC statistics show that on October 22nd, A shares broke on the first day of listing, which is rarely seen in several years. Since then, there have been seven consecutive trading days in which stocks have been broken on the first day of listing.

11只新股合计募资195亿

11 new shares raised a total of 19.5 billion

10月,科创板共计发行股票11只,合计募集资金195.62亿元。

In October, Science and Technology Innovation Board issued a total of 11 shares, raising a total of 19.562 billion yuan.

中科微至(688211.SH)募资24.72亿,规模第一;同益中(688722.SH)募资仅2.53亿元,规模最小。发行价格最高的是成大生物,为110元,为近期科创板少见的百元新股;发行价格最低的是同益中,为4.51元。

Zhongke Weizhi (688211.SH) raised 2.472 billion yuan, the first scale, while Tongyi Zhong (688722.SH) raised only 253 million yuan, the smallest. The highest offering price is Chengda Bio, which is 100 yuan, which is rarely seen by Science and Technology Innovation Board recently, while the lowest offering price is Tongyizhong, which is 4.51 yuan.

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11家企业的行业分布

Industry distribution of 11 enterprises

分行业看,高端装备制造和新材料各3家、新一代信息技术和生物医药各2家、新能源1家。

From a sub-industry point of view, there are 3 high-end equipment manufacturing and new materials, 2 new-generation information technology and biomedicine, and 1 new energy.

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11家公司的省级区域分布

Provincial regional distribution of 11 companies

富吉瑞(688272.SH)、同益中(688722.SH)、精进电动-UW(688280.SH)3家企业来自北京。汇宇制药-W、中自科技是四川省的企业;新锐股份、中科微至来自江苏;陕西、浙江、广东、辽宁各有1家股票发行。

Fujiri (688272.SH), Tongyizhong (688722.SH) and Jingjin Electric-UW (688280.SH) are from Beijing. Huiyu Pharmaceutical-W and Zhongzi Science and Technology are enterprises in Sichuan Province; Xinrui shares and Zhongke Weiwei come from Jiangsu; Shaanxi, Zhejiang, Guangdong and Liaoning each have one stock offering.

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11家公司的地级区域分布

Regional distribution of 11 companies at prefecture level

中科微至上市后,无锡的科创板企业达到9家,跻身全国前十座拥有最多科创板上市企业的地级市。

After the listing of China Science and Technology Co., Ltd., the number of Science and Technology Innovation Board enterprises in Wuxi reached 9, ranking among the top 10 prefecture-level cities with the largest number of listed companies of Science and Technology Innovation Board in the country.

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4只新股首日破发  1只新股次日破发

Four new stocks broke on the first day and one new stock broke on the next day.

根据SMDC统计,10月22日-10月31日期间,科创板共发行股票7只。

According to SMDC statistics, between October 22nd and October 31st, Science and Technology Innovation Board issued a total of seven shares.

其中4只股上市首日股价破发,包括成大生物、新锐股份、中科微至、中自科技,首日破发幅度分别为27.27%、14.04%、12.75%、6.86%。

Among them, 4 stocks broke on the first day of listing, including Chengda Biology, Xinrui shares, Zhongke Weizhi and Zhongzi Science and Technology, with a range of 27.27%, 14.04%, 12.75% and 6.86%, respectively.

截至10月31日,上述7只新股中5只破发,其中,汇宇制药-W在上市次日便破发。

As of October 31, five of the above seven new shares were broken, of which Huiyu Pharmaceutical-W broke the day after listing.

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月度IPO:3家半导体设计厂商过会

The monthly IPO:3 semiconductor designer will have a meeting.

近几个月以来,科创板IPO中的半导体和生物医药两大行业形成鲜明对比,前者IPO确定性仍是六大行业中最高的,体现了国产替代进程依然备受瞩目;后者出现多宗IPO被否决,主要原因系核心技术模糊不清。

In recent months, there has been a sharp contrast between the semiconductor and biomedical industries in Science and Technology Innovation Board's IPO. The IPO certainty of the former is still the highest among the six industries, reflecting that the process of domestic substitution is still attracting much attention.In the latter, a number of IPO were rejected, mainly due to the ambiguity of the core technology.

10月过会的3宗科创板IPO均是半导体厂商:CMOS设计厂商思特威、射频芯片设计厂商唯捷创芯、电源管理芯片设计厂商英集芯。

The three Kechuang IPO that will be held in October are all semiconductor manufacturers: Stevie, a designer of CMOS, Vickers, a designer of RF chips, and Yingjie, a designer of power management chips.

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个股评分排行榜

Ranking of individual stock scores

科创数据研究中心(SMDC)的个股量化评分模型是从成长因子、规模因子、创新因子和盈利因子4大维度出发,通过对各个因子涉及的指标以不同权重比例对科创板企业进行量化评分(满分1000分制)。本月所用数据均来自科创板个股的三季度报告数据以及截至10月31日的市场行情数据。

The quantitative scoring model of individual stocks of Science and Technology data Research Center (SMDC) starts from the four dimensions of growth factor, scale factor, innovation factor and profit factor, and quantitatively scores Science and Technology Innovation Board enterprises with different weight ratios according to the indicators involved in each factor (full score 1000 system).The data used this month come from Science and Technology Innovation Board's third-quarter report and market data as of October 31.

量化评分Top10

Quantitative score Top10

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量化评分Bottom10

Quantitative score Bottom10

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10月科创板中介机构排行榜

The ranking of Science and Technology Innovation Board's intermediary agencies in October

中介机构是证券市场的看门人,券商、律所、会计师事务所需要各司其职。从11家企业来看,中信建投、中信证券、申万宏源分别保荐2家企业;审计机构中,天健会计事务所和容诚会计事务所分别审计了2家企业;律所方面,没有任何一家律所服务超过1家企业。

Intermediary agencies are the gatekeepers of the securities market, and securities firms, law firms and accounting firms need to perform their own duties.From the point of view of 11 enterprises, Citic Construction Investment, CITIC and Shen Wanhongyuan recommended 2 enterprises respectively.Among the audit institutions, Tianjian Accounting firm and Rongcheng Accounting firm audited two enterprises respectively.As far as law firms are concerned, no law firm serves more than one company.

(来源:SMDC科创数据)

(source: SMDC Science and Technology creation data)

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