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港股打新机会来了!四箭齐发,哪些值得一搏?资金如何规划?
Ge Long Hui A P P·2025-06-14 07:44

Group 1: Investment Opportunities - Hai Tian Wei Ye and Sanhua Intelligent Control are highly recognized A+H shares, making them worth considering for investment [1] - Ya Jie An Kang-B is preferred over Bai Ze Medical based on fundamentals and valuation [1] - The funding arrangement suggests that after the release of funds on June 17, investors can prioritize the subscription for Sanhua Intelligent Control if seeking higher win rates [1] Group 2: Ya Jie An Kang-B - Ya Jie An Kang-B is set to be listed on June 23, with a subscription price of HKD 13.15 per share and a total fundraising amount of HKD 2.01 billion [2][3] - The company focuses on innovative therapies for tumors and has its core product, Tinengotinib, undergoing two Phase III clinical trials [3] - Financial projections indicate revenues of HKD 1.18 million in 2023 and a net loss of HKD 340 million, with R&D costs of HKD 345 million [3][4] Group 3: Bai Ze Medical - Bai Ze Medical is also set to list on June 23, with a subscription price range of HKD 4.22 to HKD 6.75 and a total fundraising target of HKD 5.617 billion to HKD 8.985 billion [5][6] - The company operates and manages eight hospitals, with a focus on oncology services, but has not yet achieved significant scale [6] - The static price-to-sales ratio for Bai Ze Medical is estimated to be between 4.3 and 6.9 times, which is considered high compared to its competitors [6] Group 4: Hai Tian Wei Ye - Hai Tian Wei Ye is expected to list on June 19, with a subscription price between HKD 35 and HKD 36.3, and a total fundraising amount of approximately HKD 95.56 billion [7][8] - The company holds a leading position in the Chinese condiment market, with a market share of 4.8% and is ranked fifth globally [7][8] - Financial forecasts show revenues of HKD 25.61 billion in 2022, with a projected net profit of HKD 6.198 billion [8] Group 5: Sanhua Intelligent Control - Sanhua Intelligent Control is set to list on June 23, with a subscription price range of HKD 21.21 to HKD 22.53 and a total fundraising target of approximately HKD 81.1 billion [9][10] - The company is a leading manufacturer in the global refrigeration and automotive thermal management systems markets, with market shares of 45.5% and 4.1% respectively [11] - Financial projections indicate revenues of HKD 21.35 billion in 2022, with a net profit of HKD 2.573 billion [11]