长鑫科技于7月27日在上交所正式挂牌交易，成为中国首家规模化DRAM厂商1。股票开盘报价49.50元，首日表现波澜起伏，最低下探至38.11元，最终收盘于49元附近，市值约3.28万亿元1。当日共有约29.9亿股完成交割，换手率达到66.4%1。此次上市融资579亿元，若绿鞋选择权全额行使，融资规模可达666亿元1。
长鑫科技上市同日，SK海力士和三星电子相继发布二季度财报，三家全球主要存储厂商的业绩表现共同推动了芯片市场的重新定价1。其中三星电子二季度销售额约171万亿韩元，营业利润约89.4万亿韩元，同比增长逾18倍1。此外，韩国7月前20天的半导体出口金额同比增长180.6%1。在长鑫科技的高管层面，董事长兼首席执行官朱一明所持股份的账面价值已超过780亿元1。野村证券对长鑫科技给出了112元的长期目标价1。
Changxin Technology, China's first large-scale DRAM manufacturer, began trading on the Shanghai Stock Exchange's Star Market on July 27, with an opening price of 49.50 yuan 1. The stock experienced significant volatility throughout its debut day, plunging to a low of 38.11 yuan before recovering to close near 49 yuan, valuing the company at approximately 3.28 trillion yuan 1. The initial turnover rate reached 66.4%, with approximately 2.99 billion shares changing hands 1.
The company raised 5.79 billion yuan through its public offering, with the potential to increase to 6.66 billion yuan if the greenshoe option is fully exercised 1. The listing coincided with second-quarter earnings reports from SK Hynix and Samsung Electronics, signaling a broader revaluation of the global memory chip market 1. Samsung reported second-quarter sales of approximately 171 trillion won and operating profit of around 89.4 trillion won, representing growth exceeding 18 times year-over-year 1. South Korea's semiconductor exports for the first 20 days of July surged 180.6% year-over-year 1.
Changxin Technology's chairman and CEO, Zhu Yiming, held shares valued at over 78 billion yuan 1. Nomura Securities assigned the company a long-term target price of 112 yuan 1.
评论
还没有评论，欢迎留下第一条。