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中芯(00981.HK)续涨4.5%高见28.45元突破上市价 回归A股有望月底挂牌
阿思达克 06-24 11:04
拟登陆沪科创板的中芯国际(00981.HK)仅用19天就成功过会,为A股史上最快IPO,市场料回归A股有望本月底挂牌。该股连续第三天破顶,今早更突破2004年3月上市价(因股份於2016年12月正式10合1,即每股26.9元),最高见28.45元,现造27.65元,续涨4.5%,成交6,180万股,涉资17亿元。

中芯於5月5日宣布拟回归A股在沪科创板上市,6月1日获上交所正式受理公司於科创板上市申请,6月19日就成功过会。中芯上市文件显示,计划在科创板发行不多於16.9亿股,即公司已发行股本25%,集资额200亿元人民币。

国信证券日前预计,中芯国际於上交所科创板上市後市账率可追同业华润微电子(688396.SH)估值(预测市账率为5倍),且中芯技术实力和规模都超过华润微电子,按照市账率5倍估值是非常合理。由於投资中芯A/H投资人重叠度很高,所以料届时中芯A/H估值会趋同,预计中芯於本港估值向科创板市账率5倍估值看齐。该行上调中芯港股估值及目标价,认为公司合理市账率估值范围5-6倍(原为2.5-2.6倍),对应46-48港元(原23-24港元),维持业绩预测和「买入」评级。

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