be prepared! Unicorn back to A to speed up attention to 5 major points (with stock)
"Red envelope" is coming! The process of becoming a technology leader is often accompanied by a surge in stock prices.
The unicorn in the dream is getting closer and closer.
On May 25, as the stock index continued to adjust, the concept of the unicorn and the back A strengthened against the market:
Foxconn stocks 300 731 Branch source of innovation, consultation shares four consecutive days limit;
Ali concept Xinhua 002,264, clinic shares, Lu Chang Technology 002,813, attending daily limit;
WuXi 603259, attending daily limit of 14 shares of stock to break hundred dollars, profits of up to 85,670 yuan each sign has become the most profitable shares during the year.
Behind the strength of the relevant stocks, the pace of the listing of the unicorns back to A is expected to accelerate.
In the news, in addition to Baidu, Netease, Xiaomi, Jingdong, Ali's return to the A-share issue CDR is also rapidly advancing. On the policy front, the supporting policies of CDR have been released.
The process of becoming a technology leader is often accompanied by a surge in stock prices. So what other points are worthy of investors' attention?
Unicorn stocks rose across the board
Ali
In the past two days, Ali concept A and H shares broke out collectively. May 25, Xinhua, Lu Chang technology once daily limit, Sanjiang Shopping 601,116, attending shares, 600,082 Haitai development, consultation shares, Suning Tesco 002024, clinics and other stocks follow the trend of gains.
At the close on May 24, Hong Kong stocks, Ali Films, rose 31.52%, the biggest increase since July 2015. Ali's Alibaba Health has also risen 68% since February. On May 24, Ali Health closed up 1.47%, but Panzhong's share price once rose 11.49%.
According to media reports, Ali may become one of the first technology companies to return to A shares in June , and this has become the focus of funding.
Analysts pointed out that from the performance of Ali Health and Alibaba Pictures, both companies had sustained losses before, and Ali's latest financial year was the first to turn losses into profits. It is obviously unreasonable that the performance will drive the stock price to rise. It is more likely that Ali will return to the A-share market.
Foxconn concept
On May 25th, the stock price of Key Innovation Source was once again at the daily limit, and it is now in a four-plate trend. Prior to this, the company's innovation source said on the investment platform: In 2017, Foxconn began to become a corporate customer.
According to the announcement, there were 14.327 million online users participating in the “new†of Foxconn on Thursday. The number of valid subscriptions reached 29.4 billion shares, and the initial success rate was 0.14%. This is far below the market's previous estimate of about four-thousandths of the winning rate .
Analysts said that with the Internet industry leader, "unicorn" aura plus body, and many other industrial Farrington 601,138, consultation shares, will be the A-share listed high probability the largest total market value of technology stocks, helped make the short-term Foxconn The heat of the industrial chain is also expected to continue to heat up, bringing trading opportunities to related concept stocks.
WuXi PharmaTech
On May 25, WuXi PharmaTech continued the trend of one-word daily limit. At present, the stock has been trading for 14 consecutive days (including 44% increase on the first day). The current stock price is 107.36 yuan, and the total market value reaches 111.9 billion yuan. At present, the total market value of WuXi PharmaTech has approached Yunnan Baiyao 000538, a diagnostic stock .
At the same time, due to the company's issue price of 21.6 yuan, it means that each signed profit is as high as 85.67 million, becoming the most profitable new stock in the year.
News: BAJ returns to A as soon as June
According to the "Qianjiang Evening News" report, in addition to Baidu, Netease, Xiaomi, Jingdong, Ali's return to the A-share issue of the CDR is also in the process of preparation.
As far as the current process is concerned, Xiaomi will be the first company to list in the A-share IPO in Hong Kong and also in the CDR form; Jingdong, Baidu and Alibaba become the first US technology companies to return to A-shares.
Market participants said that Baidu has selected Huatai Securities 601688, CDR examination shares issued as sponsor; and NetEase is selected CITIC Securities 600030, diagnosis and Huatai Securities shares issued as CDR sponsor; Alibaba's business Whispering CITIC CDR And Zhongjin; Jingdong’s CDR business was seized by Huatai Securities.
Earlier reports also said that Alibaba and JD.com will return to A shares as soon as next month. The first batch of CDRs may be two or four. Baidu’s attitude is positive, or it can complete “back to A†with Ali and Jingdong at the end of June.
According to the news, Baidu's relevant finance department has begun to prepare for the work of CDR. Baidu's affiliates, especially holding companies such as iQiyi, have also carried out internal cooperation with Baidu's domestic listing.
According to the Hong Kong Economic Times, on May 18, China Mobile Chairman Shang Bing attended the shareholders meeting and said that it does not rule out the spin-off of the subsidiary in the A-share listing, while paying close attention to the development of CDR supervision.
(The network is sent back to the list of A listings)
The process of becoming a technology leader often rises in stock prices.
The recent report issued by Essence Strategy states:
After the listing, the former unicorn has a higher probability of growing into a new technology leader, and this process is often accompanied by a sharp rise in stock prices.
The share price of technology stocks in the US stock market has risen hundreds of times in the past decade. In recent years, China's technology and technology leader BATJ listed in the US and Hong Kong also has a small increase.
Point 1: What does CDR mean for Chinese investors?
Anxin Strategy pointed out:
Due to institutional reasons, high-tech companies such as BATJ have had to choose to list overseas. In terms of market capitalization, the total market value of the GEM in the A-share market has risen very little in the past two years, while the total market capitalization of the BATJ has nearly doubled.
If such a group of high-quality new high-tech companies are listed on A-shares, A-share investors will have the opportunity to get better returns from these technology leaders.
Will the unicorn return to the A will have an impact on the market?
Ping An Securities said:
Foxconn Industrial Fulian issued a strategic placement that introduced the A-share IPO for more than four years .
And the large-scale lock on the new shares of offline institutional investors ,
It is expected to be a typical example of the subsequent Unicorn IPO or CDR distribution .
The short-term impact of unicorn listing financing will also be significantly reduced .
600 109 Golden State Securities chief strategist Li Lifeng consultation shares also said: CDR process will continue to accelerate, the first year is expected 1 to 2 pilot Released at the end of the third quarter or fourth quarter of this year, raising about 100 billion yuan, or 500 billion to . Given the market's affordability, the CDR release rhythm is expected to remain stable.
Point 2: When can the CDR be implemented?
According to NetEase Finance, Professor Zhao Xijun, deputy dean of the School of Finance and Finance of Renmin University of China, believes that:
From a time perspective, there are two aspects to consider. The first aspect is when the market construction and technical preparation for the market to accommodate new investment products are completed. Institutional construction includes some laws and regulations, issuance, trading, listing, information disclosure and other institutional arrangements. Technical preparation is a series of technologies in the issuance process, including transactions, bidding, investment and financing instructions, fund disbursement, etc., of course, including regulatory aspects. System and technology.
The second is that when companies want to choose when to issue, when to use money, when is a good timing for it, so we should consider time from these two aspects.
In terms of system construction, CDR supporting policies have been released.
At the time of the 40th anniversary of reform and opening up, China’s economic resilience is gradually increasing under the new normal. As the reform leader, the capital market identified the CDR as the “unicorn†listing support path at the end of March. Analysts believe that this means that the sector with the greatest growth potential and prospects in the future will remain in the A-share market. .
Since May, the supporting policies of CDR have been released one after another, which indicates that the official landing of CDR has become closer and closer.
Following the May 4th, the CSRC issued the "Administrative Measures on the Issuance and Transaction of Depositary Receipts (Draft for Comment)", on May 21, China Settlement on the "Regulations on the Registration and Settlement of Depositary Receipts (Public Consultation Draft)" Market participants have publicly solicited opinions.
According to the “Regulations on the Registration and Settlement of Depositary Receipts (Public Consultation Draft)†issued by the China Settlement Date, investors should use the A-share securities account for the subscription and transaction of CDRs; the pledge registration of depositary receipts will not be processed in China. business.
The analysis believes that although CDR investors do not need to open a special account, there may be new thresholds for the identification of specific qualifications, and subsequent rules should be introduced.
Point 3: Which companies can issue CDRs?
According to the relevant regulations of “large-scale red-chip companies listed overseas, with a market capitalization of not less than 200 billion yuanâ€, there are currently four Chinese Internet companies listed on the US stock market with a market value exceeding 200 billion yuan, namely Alibaba and Baidu. Jingdong and Netease, and the Chinese technology companies listed on the Hong Kong stock market are only Tencent Holdings, China Mobile and China Telecom.
Some overseas listed red chip companies that meet the requirements of the pilot
Some unlisted unicorns in the territory that meet the market value requirements
Point 4: Large brokerage stocks are expected to benefit
It is worth mentioning that the recent CDR speed increase also brings more business opportunities for large brokers. Compared with small and medium-sized brokers, large brokerage firms have stronger comprehensive strength in international business. They have absolute advantages in acquiring CDR investment banking projects, and are expected to obtain two parts of depository and sponsorship income, and increase investment banking business income.
It is reported that a number of medium and large brokerage firms are actively preparing for the CDR in order to seize the opportunities in future business development.
Shenwan Hong source 000166, attending stocks estimate, CDR preliminary financing scale of 170 billion yuan, a single financing were about 12 billion to 250 billion yuan, is expected to CDR underwriting and sponsorship rates between 1.25% to 1.50%.
Accordingly, market participants believe that large brokerage stocks are expected to benefit.
Point 5: Unicorn concept stocks look here
Don't forget, there is also a unicorn concept stock. Wind comprehensive public disclosure information, not yet listed well-known unicorn business concept stocks are not fully statistic as follows:
Ant Financial Concept:
Hefei City Construction 002208, Diagnostic Unit : The controlling shareholder Xingtai Holdings became an indirect shareholder of Hainan Jianyin Jianxin through the participation of Jianxin Trust, and Hainan Jianyin Jianxin is one of the shareholders of Ant Financial.
Zhangjiang Hi-Tech 600895, Diagnostic Unit : Shanghai Financial Development Investment Fund Phase II (壹) (limited partnership) participated in the investment of Ant Financial Project. The announcement shows that Zhangjiang Hi-Tech invested in the project through a wholly-owned subsidiary.
Health Yuan 600380, Diagnostic Unit : The company indirectly holds 0.0308% of the equity of Ant Financial by holding the 7.3267% interest in Shanghai Jingyu.
Jin Zi Ham 002515, Diagnostic Unit : The company invested 120 million yuan to participate in Zhejiang Netcom Bank, which was led by Ant Financial, and took up 3% of the shares.
Wanxiang Deonong 600371, Diagnostic Unit : Zhejiang Netcom Bank, the controlling shareholder of the company Wanxiang Sannong Group Co., Ltd., which is led by Ant Financial, holds 18% of the shares.
Haitai Development (600082): Tianjin Trust and Ant Financial Services of Tianjin Haitai Holdings, the controlling shareholder of the company, have comprehensive strategic cooperation in project investment and financing, asset securitization, project operation management and cloud computing platform.
Chengde Lulu 000848, diagnostic stock : the company's controlling shareholder Wanxiang Sannong Group Co., Ltd. participated in the establishment of Zhejiang Netcom Bank, led by Ant Financial, which accounted for 18%.
Greenland Holdings 600606, Diagnostic Unit : Beijing Zhongyou Investment Center (registered capital of 1.9 billion yuan) is the shareholder of Ant Financial Services, which is second only to the National Social Security Fund. Shanghai Greenland Equity Investment Management Co., Ltd., a wholly-owned subsidiary of Greenland Holdings, is a shareholder of Beijing Zhongyou Investment Center.
Gao Weida 300465, Diagnostic Unit : On March 1, 2018, Gao Weida announced that it has signed a strategic cooperation agreement with Beijing Ant Cloud Financial Information Service Co., Ltd., and the company can participate in the cooperative development of ant Jinfu related financial business based on the authorized content.
Ningde Era 300,750, shares the concept of consultation:
China Ping 601318, attending stocks, Changan Automobile 000625, attending shares, Huayi Brothers 300027, attending shares, TCL Group 000100, attending stocks, Chuanhuagufen 000,155, clinic shares, Zoomlion 000157, attending stocks, Asia Standard Holdings 000046 , diagnostic stock : are shareholders of Ningde Times.
Huaxi shares 000936, diagnostic stock : the company's subsidiary, a village capital contribution? 5,000? RMB 10,000 yuan invested in Ningde Times New Energy Technology Co., Ltd., what is the equity ratio? 0.238%.
Tianhua Chaojing 300390, diagnostic stock : Mr. Zhen Zhenhua, the controlling shareholder and actual controller of the company, holds 79.91% of the joint innovation, and jointly innovates 8.50% of the shares of Ningde.
*ST Jean (600432): Ningde era plans to invest 50 million Canadian dollars to increase the capital of the company's indirect holding company, North American lithium industry, and another 16 million Canadian dollars to subscribe for North American lithium convertible bonds.
Wei Lai car concept:
HKUST Smart 300222, Diagnostic Unit : On February 27, 2017, the company's wholly-owned subsidiary signed a cooperation agreement with Weilai Automobile to complete the R&D and manufacturing tasks for the Weichang Automobile.
Jianghuai Automobile 600418, Diagnostic Unit : In April 2016, the company signed a strategic cooperation framework with Weilai Automobile. Both parties will comprehensively promote new energy vehicles and intelligent networked automobile industry chain cooperation. It is estimated that the overall cooperation scale will be about 10 billion yuan.
Changan Automobile (000625): On April 9, 2017, the company signed a strategic cooperation agreement with Weilai Automobile. The two parties will conduct comprehensive cooperation in the field of intelligent networked vehicles and new energy vehicles.
Aotejia 002239, diagnostic stock : On December 5, 2016, the company's subsidiary signed a framework agreement with Weilai Automobile to develop an air conditioning system and cooling module for a mass-produced pure electric vehicle of Weilai Automobile.
NavInfo 002405, Diagnostic Unit : In August 2016, the company signed a strategic cooperation framework agreement with Weilai Automobile. The two parties will cooperate in navigation engine, vehicle networking, autopilot, traffic big data online service system and global business. Create a model of "Internet +" cooperation in China and around the world.
Shang Tang Technology Concept:
Keda News 002230, Diagnostic Unit : When answering investors' questions on the investor interaction platform, it revealed that the company's wholly-owned subsidiary held a small amount of shares in Tang Technology.
Dongfang Net Power 300367, Diagnostic Unit : Co-invested with Shangtang Technology to establish Shenzhen Shenwang Vision Technology Co., Ltd., and is committed to developing into a leading security product provider with computer vision and deep learning original technology. In addition, the company has been maintaining a close working relationship with the team of Professor Tang Xiaoou, founder of Shangtang Technology.
Liang Technology 300603, Diagnostic Unit : Established “Xinjiang Tangli Technology Co., Ltd.†together with Shangtang Technology, positioning it as a technology-based company providing artificial intelligence products and integrated solutions, and forming a market scale.
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