新股配售 | 明源云一手中签率10%,公开认购644.25倍,国配45倍,有绿鞋
uSMART友信智投9月24日消息,明源云集团控股有限公司 (00909)发布《发售价及配发结果公告》。从配售结果看,有以下两点小结:
1)国配火爆:认购倍数约45倍,为近期的top3(欧康维视生物:76倍,农夫山泉:60倍)。国配的前五大承配人均为基石成员,锁定26.85%的发行股份(假设超额配股权获悉数行使)。最大承配人是基石高瓴资本,锁定9.39%股份,市值约6.66亿港元。
2)乙组拥挤:有接近43万人申购明源云,其中乙组申购人数高达1.71万,乙组认购倍数高达958.66倍,是甲组的三倍。乙组拥挤,稀释了中签率,乙头仅获配2手。
【配售简况】
1、发售价:16.5港元,为招股价区间的上限
2、每手股数:1000股,一手市值16500港元
3、有效申购人数:428,936名(甲组:411,831名,乙组:17,105名)
4、中签情况:一手中签率10%,申购150手稳中1手,甲尾稳1争2,乙头稳中2手,顶头槌稳中43手
5、公开认购情况:认购倍数约644.25倍(甲组:329.84倍,乙组:958.66倍)
6、回拨情况:最大比例回拨,公开占比从10%提升至37%,国配比例降至63%
7、国际发售:认购约45倍,合共483名承配人,高瓴资本系最大承配人
8、基石投资者(6名):高瓴、GIC、国调基金、红杉、贝莱德、富达合共锁定30.1%股份(假设超额配股权获悉数行使),禁售期6个月
9、关联客户(6名):上海申九资管、CICC Grandeur、博时国际、广发基金管理、富国基金、富国资管,合共锁定0.413%的发行股份(假设超额配股权获悉数行使)
10、超额配股权:超额分配56,130,000股发售股份,有绿鞋
11、稳定价格操作人:中金,稳价结束日为2020年10月18日
12、uSMART友信智投APP暗盘时段:9月24日16:15~18:30
【中签详情】
甲组:
一手中签率10%
申购150手稳中1手
申购300手(甲尾)稳1争2
乙组:
申购350手(乙头)稳中2手
申购600手稳中3手
申购900手稳中4手
申购2000手稳中8手
……
申购18711手(顶头槌)稳中43手
下图为中签分配基准:



图片来源:披露易
【基石投资者】

【股权集中度】

点击可跳转阅读《明源云配售结果公告》原文档PDF。
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