《财经》新媒体 整理 | 刘芬 编辑 | 蒋诗舟
This week (January 29, 2024 ~ February 2, 2024), the latest 5 companies on the A-share meeting are Zerun New Energy, Jintian Titanium Industry, Daming Electronics, ICT Electronics, and Zhongcao Spices.
Next week, there will be 5 new stocks in A-shares, namely Jingyi Micro, Ketong Technology, Boda Software, Ruihua Chemical, and Tongguan Mine Construction.
According to the issuance arrangement, a total of 3 new shares of A-shares were subscribed for this week, namely Chengdu Huawei and Shanghai Hejing from the Science and Technology Innovation Board, and Nova Nebula from the GEM. Next week, A-shares will arrange 1 new share subscription, from the GEM Kent shares.
In terms of new listings, C Beizi (603082.SH) opened at a premium of 116.17% and closed up 118.05% on the first day of listing; N Huayangzhi (301502.SZ) opened at a premium of 114.21% and closed up 114.10% on the first day of listing.
On the Beijing Stock Exchange, Haisheng Pharmaceutical (870656. BJ) closed at 19.90 yuan on the first day of listing, with an amplitude of 11.86%, a turnover of 270 million yuan, a turnover rate of 75.91%, and a total market value of 1.592 billion yuan. There are no new listings on the Hong Kong Stock Exchange.
The following are the high-profile IPO events:
The Shanghai Stock Exchange has clarified the three major verification requirements for re-IPOs
On February 2, in the latest issue of the "SSE Issuance and Listing Review Dynamics" (Issue 1 of 2024 (Issue 20)), in the Q&A, the SSE clarified to the sponsor that when the issuer declares for IPO again, it should conduct a targeted review of the specific reasons for the rejection or withdrawal of the previous declaration, the implementation of rectification, the reasons and reasonableness of the change of intermediaries, and fully explain them in the sponsor work report.
The three major matters include: 1. The timing of the previous IPO application, the main issues concerned in the review and registration stage, and the specific reasons for the rejection or withdrawal of the previous IPO application. Second, the implementation of rectification of issues related to the withdrawal of the previous IPO declaration. If on-site inspection or on-site supervision is involved, focus on the implementation of rectification of problems found in on-site inspection or on-site supervision, and fully analyze the impact on this application. 3. The reasons and reasonableness of the issuer's previous changes to intermediaries. The quality control and kernel departments of the sponsor institution shall pay close attention to the rectification of relevant issues after the termination of the project, urge the project team to adopt adequate verification procedures, do a good job of due diligence, and check the quality of the sponsor work report.
KK Group's four Hong Kong stock IPOs
On January 31, KK Group disclosed the updated prospectus on the website of the Hong Kong Stock Exchange. It is reported that this is the fourth submission of KK Group, which has submitted prospectuses to the Hong Kong Stock Exchange in November 2021, January 2023 and July respectively, all of which are invalid.
According to the prospectus, KK Group is one of the three major offline retail brands of lifestyle consumer goods in China, with a number of brands such as the lifestyle retail brand KKV, the beauty fashion retail brand THE COLORIST, and the trendy toy culture retail brand X11. From January to October 2023, KK Group achieved revenue of RMB4.77 billion, up 55.5% year-on-year, gross profit of RMB2.25 billion, up 84.6% year-on-year, and adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) of RMB980 million, up nearly 250% year-on-year. In the first ten months of 2020, 2021, 2022 and 2023, the gross profit margin was 30.4%, 37.6%, 40.1% and 47.2% respectively.
As of the last executable date, KK Group has 458 KKV stores, 243 THE COLORIST stores, 64 X11 stores, and 35 KK stores, totaling 800 stores. The retail store network has covered more than 200 cities in 31 provinces in China and 34 cities in Indonesia.
Jing Yi Jing will meet next week
On February 5, Beijing Jingyi Micro Technology Co., Ltd. (hereinafter referred to as "Jingyi Micro") will be listed on the Shanghai Stock Exchange for the first time, and plans to raise funds for "high-end semiconductor equipment R&D projects", "high-end semiconductor equipment process improvement and industrialization projects" and "high-end semiconductor equipment R&D and manufacturing center construction projects".
It is reported that Jingyi Micro is mainly engaged in the research and development, production, sales and technical services of semiconductor equipment, and its main products are chemical mechanical polishing (CMP) equipment. At present, Jingyi Micro has 4 sets of 12-inch CMP equipment to complete product verification and recognize revenue. Compared with competitors in the same industry, Jingyi Micro's 12-inch CMP equipment can only achieve 28nm and above process technology, while Applied Materials of the United States and Japan's Ebara can achieve 3nm process technology, and Huahai Qingke can achieve 14nm and above process technology (in verification).
In the first half of 2020, 2021, 2022 and 2023, the operating income will all be main business income, which will be 99.8421 million yuan, 220 million yuan, 506 million yuan and 309 million yuan respectively. During the same period, the company's sales to the top five customers accounted for 100.00%, 99.23%, 88.21% and 84.14% of the current operating income, the company's sales revenue to SMIC accounted for 71.17%, 29.03%, 49.71% and 50.67% of the main business revenue, and the company's CMP equipment sales revenue accounted for 98.12%, 97.74%, 97.98% and 97.21% of the main business income respectively.
Ketong technology breaks through the GEM
On February 7, Shenzhen Ketong Technology Co., Ltd. (hereinafter referred to as "Ketong Technology") will be listed on the Shenzhen Stock Exchange for the first time, planning to raise about 2.05 billion yuan, which will be used to expand the distribution product line project, R&D center construction project, and supplement working capital, of which the supplementary working capital is 500 million yuan.
The chip industry chain is composed of upstream "chip design and production", midstream "chip application technology service and distribution", and downstream "chip terminal product manufacturing". On the one hand, according to the functions of the chip products of the upstream original suppliers, the company assists the upstream original manufacturers to provide chip application technical support and distribution services, and on the other hand, the company provides one-stop chip application solutions and technical guidance support. The company's authorized agent product line mainly includes FPGA (programmable logic chip), ASIC (application-specific chip), processor chip, analog chip, memory chip, software and others, and the main application fields are
Five major areas: smart cars, digital infrastructure, industrial interconnection, energy control, and mass consumption.
From 2020 to 2022, Ketong Technology achieved revenue of 4.221 billion yuan, 7.621 billion yuan and 8.074 billion yuan respectively, net profit of 159 million yuan, 313 million yuan and 309 million yuan respectively, net cash flow from operating activities of -163 million yuan, -240 million yuan and -148 million yuan respectively, and gross profit margin of 9.14%, 7.71% and 7.78% respectively.