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科创板晶晨股份挂牌首日暴涨第二大股东TCL电子(1070.HK)获利丰厚
格隆汇 08-09 09:04

继首批25家公司7月22日在科创板上市后,8月8日科创板迎来了第二批挂牌企业,其中,专注于SoC芯片领域的半导体公司——晶晨股份(688099.SH)最受市场瞩目。上市首日,晶晨股份(688099.SH)报收143.36元(单位:人民币,下同),涨幅为272.36%,总市值已经超过589亿元,领涨整个科创板。

值得留意的是,晶晨股份的股东名单中不乏明星企业,作为全球电视机出货量排前二的港股上市公司TCL电子,通过其全资子公司TCL王牌投资持有晶晨股份11.29%的股份,位列第二大股东,成为了本次晶晨股份在科创板挂牌上市的最大赢家。

翻查晶晨的招股书,我们发现,TCL电子当初入股晶晨股份的成本极低,据招股书所示,2015年10月,TCL电子投资2921.40万美元取得11.29%的股权,按当时汇率换算,折合约1.85亿人民币。至8月8日收盘,按晶晨股份的最新总市值589亿人民币推算,TCL电子对应的持股市值已经去到66.49亿人民币,可谓用2亿不到的代价换来了接近65亿的账面增值,账面的潜在投资回报率已高达约35倍。

(资料来源:公开信息、招股书文件)

目前,港股投资者对科创板概念股的认可程度正持续升温,港股上市公司TCL电子(1070.HK)与科创板的晶晨股份除股东关系之外,两者在业务方面也一直发挥出“强强联合”的协同效益,使得两家公司的利益已紧密地联系起来。此次晶晨股份成功登陆科创板,获得市场超预期认可,有望为TCL电子带来估值的传导效应,当下TCL电子正处于较低位置,加上其在晶晨的持股获得巨大增值回报预期,或会推动公司股价止跌回升,可积极关注。

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