暗盤前瞻丨康基醫療、海吉亞醫療:同獲高瓴、奧博資本等頂級機構加持,國配認購超20倍
uSMART友信智投6月26日消息,康基醫療、海吉亞醫療今日公佈配售結果,並將於16:15進行暗盤交易。
這兩隻新股同屬港股熱門的醫藥行業,且都有高瓴資本、奧博資本等國際頂級機構作為基石,自然獲得了市場的搶購。
從中簽率來看,兩隻新股的1手中簽率均偏低。
雖然海吉亞醫療甲組中分給1手黨的股份只佔8.5%,但整體來說中簽較容易,1手中簽率8.8%,申購10手的中簽率提升到38%。
而康基醫療甲組分給1手黨的股份佔到16.1%,1手中簽率9%,10手中簽率僅13%,申購20手的中簽率提升到24%,20手之後中簽率提升較明顯。


康基醫療認購人數超過41萬,凍資額將近3095億港元,一舉超越京東,問鼎今年新的“新股雙料王”,其認購人數也接近十年來的人氣王閱文集團的41.8萬。乙組認購人數超過1.5萬,超過沛嘉醫療的約1.2萬,是十年來的最高。
國配認購倍數高達29.05倍,也是近期的最高值了,之前的大熱門沛嘉醫療國配也只有20倍。
從貨源來看,算上國配中超額分配的15%股份,公開發售部分佔43%,7位元基石鎖定35.54%,其他國配投資者只有約21.5%,其中13000股份給了關聯客戶華夏基金、中信證券,佔比不高,40萬股份給了老股東,約佔發售股份的0.15%。
康基醫療上市之初市值為173.8億港元,以下為wind統計的港股醫療器械板塊的估值情況。

海吉亞醫療的各項認購資料稍遜於康基醫療,但也屬於近年來的top級別。國配認購倍數也達到了25倍的罕見數字。
且基石拿貨比例較高,算上超額分配的15%股份後,9位基石持股比例佔到43.41%,高於康基醫療,即其他國配投資者拿到的股份只有13.6%,其中3000股份給了關聯客戶富國資管。
暗盤預報
uSMART友信證券暗盤交易時間:6月26日 16:15~18:30
配售結果 | 海吉亞醫療:1手中簽率8.8%,超30萬人申購,公開認購608.56倍,國配認購25倍
配售結果 | 康基醫療:1手中簽率9%,超41萬人申購,公開認購989.22倍,國配認購29.05倍
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