text | Jinwei
htmlOn September 29, nearshore protein landed on Science and Technology Innovation Board , and call bidding fell 22%. After opened , the stock price fell further by 25%, and then rebounded slightly. As of press time, nearshore protein was reported at around 83 yuan, with a total market value of 5.8 billion.
nearshore shares are high-priced stocks with an issue price of 106.19 yuan, and the issuance price and earnings ratio of is 50.06 times, slightly higher than the 49.04 times the industry price-to-earnings ratio of . Shareholders who win will need to pay 53,000 yuan. Calculated based on the opening price, they will lose more than 10,000 yuan if they win. Some investors said: I finally won the sign once, but my salary dropped for two months.
However, some investors chose to abandon the purchase. The subscription structure of nearshore shares shows that 1.1794 million shares were abandoned by online investors in the current period, with the amount of abandoned purchases reaching 125 million.
nearshore protein was established in September 2009. It is an enterprise focusing on recombinant protein application solutions. Its main business is the research and development, production and sales of targets and cytokine proteins, recombinant antibodies, enzymes and reagents, and provides related technical services.
Before 2020, near-shore protein's net profit was still in a state of continuous loss. After the outbreak of the epidemic, near-shore protein used this to launch a series of recombinant protein products related to the new coronavirus, and turned losses into profits, and net profit grew rapidly. At present, most of the revenue of nearshore protein is related to new crown . In 2019, 2020 and 2021, the revenue of nearshore protein from new crown-related businesses was RMB 0, RMB 113 million and RMB 256 million, respectively, accounting for 0, 62.98% and 74.80% respectively.
Finance, from 2019 to 2021, nearshore protein achieved operating income of RMB 35.9832 million, RMB 180 million and RMB 342 million, respectively; net profit excluding non-net profits were RMB -9.5764 million, RMB 85.3595 million and RMB 149 million, respectively.
nearshore protein is expected to have operating income of RMB 231-235 million in the first three quarters of 2022, a year-on-year decrease of 15.34%-16.93%; net profit attributable to shareholders is RMB 104-107 million, a year-on-year decrease of 16.21%-18.69%.
Inshore protein will decline mainly because the purchase amount of mRNA raw material enzymes and reagents purchased from inshore protein in 2022 has dropped sharply.
In the prospectus book, Neoscopic Protein said that the company has a large-scale production base of nearly 20,000 square meters, with a design scale of 5 billion mRNA vaccine raw materials per year. Among them, the first phase of construction has completed two large-scale production lines of 2000L fermentation, purification and preparation, and the production scale of a single batch of some varieties has reached kilogram level.
nearshore protein also stated that if the revenue of simulated mRNA raw material enzymes and reagents business belongs to the relevant income of the new crown business, the company's new crown-related businesses mainly include new crown diagnostic antibodies, new crown diagnostic antigen , new crown fake virus, new crown non-structural proteins and mRNA raw material enzymes and reagents.
However, for companies like nearsea protein whose businesses are related to the epidemic, once the epidemic eases, it means that there are risks in the company's performance. When prompting the risk in the prospectus,
near-shore protein stated that with the development of the epidemic at home and abroad and the increase in vaccine penetration rate, the new crown antibody detection reagent cannot distinguish between specific antibodies produced after infection with the new crown virus and neutralizing antibodies produced after injection of the new crown vaccine , and faces the risk of market shrinkage. The company's future revenue of the new crown diagnostic antigen is of great uncertainty.
According to the prospectus, near-shore protein plans to raise 1.5 billion yuan, of which plans to invest 805 million yuan for the industrialization of core raw materials and innovative diagnostic reagents, 524 million yuan for the R&D center construction project, and 171 million yuan for the supplementary working capital.
After the institutional pricing ended, the total number of inshore protein issuance was 17.5439 million shares, and the total amount of funds raised was 1.862 billion yuan, over-raising of 362 million yuan.
As the recent wave of new stocks breaking the issue price, a large number of retail investors are discouraged, triggering a "bate purchase wave". Nearshore shares also abandoned purchases in large quantities. On the evening of September 25, the issuance results disclosed by nearshore protein showed that it was abandoned by online investors, with the amount of abandoned purchases of 1.1794 million shares reached 125 million yuan.
We will further pay attention to the later trend of nearshore protein.
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