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中芯(00981.HK)續漲4.5%高見28.45元突破上市價 回歸A股有望月底掛牌
阿思達克 06-24 11:04
擬登陸滬科創板的中芯國際(00981.HK)僅用19天就成功過會,為A股史上最快IPO,市場料回歸A股有望本月底掛牌。該股連續第三天破頂,今早更突破2004年3月上市價(因股份於2016年12月正式10合1,即每股26.9元),最高見28.45元,現造27.65元,續漲4.5%,成交6,180萬股,涉資17億元。

中芯於5月5日宣布擬回歸A股在滬科創板上市,6月1日獲上交所正式受理公司於科創板上市申請,6月19日就成功過會。中芯上市文件顯示,計劃在科創板發行不多於16.9億股,即公司已發行股本25%,集資額200億元人民幣。

國信證券日前預計,中芯國際於上交所科創板上市後市賬率可追同業華潤微電子(688396.SH)估值(預測市賬率為5倍),且中芯技術實力和規模都超過華潤微電子,按照市賬率5倍估值是非常合理。由於投資中芯A/H投資人重疊度很高,所以料屆時中芯A/H估值會趨同,預計中芯於本港估值向科創板市賬率5倍估值看齊。該行上調中芯港股估值及目標價,認為公司合理市賬率估值範圍5-6倍(原為2.5-2.6倍),對應46-48港元(原23-24港元),維持業績預測和「買入」評級。

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