三季度IPO收紧：近一个半月12家“衣食住”企业终止IPO
中文原文
第三季度IPO收紧趋势明显。
澎湃新闻根据Wind数据统计，2023年第三季度共有91只新股上市，募资总额达1139.658亿元，环比第二季度IPO首发家数、募资总额均有所下降。
撤否方面，三季度共有74家企业撤否。其中，衣食住IPO撤否情况较为突出。
三季度IPO收紧趋势明显
整体来看，截至9月30日，今年前三季度共有264只新股上市，共计募资总额达3236亿元，募资额同比小幅下滑0.33%。其中，科创板募资额度最高，达1395.79亿元；其次是创业板，募资额为1119.93亿元；沪市主板募资总额为395.91亿元，深市主板募资总额为213.71亿元，北交所募资总额为111.09亿元。
其中，第三季度共有91家企业IPO，募资总额为1139.658亿元，环比第二季度IPO首发家数、募资总额均有所下降；第二季度共有105家企业IPO，募资总额达到了1445.982亿元。
值得一提的是，第三季度监管对IPO的发行节奏进行了新的定调。8月18日，证监会正面回应IPO、再融资节奏放缓的市场传闻时表示，要充分考虑二级市场承受能力，加强一、二级市场的逆周期调节，更好地促进一二级市场协调平衡发展。证监会强调，“市场会感受到这种变化”。8月27日，财政部、证监会和三大交易所为活跃资本市场推出政策组合拳，明确表示将根据近期市场情况，阶段性收紧IPO节奏，促进投融资两端的动态平衡。
从月份环比数据来看，6月IPO首发家数达到年内高点39家后，7月、8月、9月IPO首发家数逐月递减，分别为37家、33家、21家。变化更为明显的是募资总额，9月募资总额为181.284亿元，环比8月的576.437亿元骤降68.56%。
前三季度沪市撤否单明显增加
IPO数量明显减少的同时，部分市场的IPO撤否数量则有所走高。
Wind数据显示，2023年前三季度A股首发上会企业共有275家，其中，沪市主板28家，深市主板53家，科创板31家，创业板104家，北证59家。最终，254家企业IPO上会获得通过，通过率为92.36%；12家企业IPO上会未获得通过，被否率达4.4%；此外，还有9家企业被暂缓表决。
包括被否企业在内，今年前三季度共有184个IPO撤否单，去年同期有210个IPO撤否单。其中，科创板在前三季度共产生37个撤否单，去年同期为20单；创业板在前三季度共产生73个撤否单，去年同期为110单；沪市主板在前三季度共产生25个撤否单，去年同期为22单；深市主板在前三季度共产生21个撤否单，去年同期为24单；北交所在前三季度共产生28个撤否单，去年同期为34单。
12家衣食住行IPO终止
IPO阶段性收紧之后，澎湃新闻注意到，8月14日至9月28日之间，12家“衣食住”企业IPO终止。其中，4家“衣食住”企业在8月撤回IPO申请材料，9月，更是高达8家“衣食住”企业撤单。
这12家企业中不乏知名企业。
如9月28日终止IPO的八马茶业股份有限公司（简称“八马茶业”），曾有望冲击“茶叶第一股”；9月25日撤回申请山东德州扒鸡股份有限公司（简称“德州扒鸡”），为火车上的“老字号”；9月4日撤回申请的青岛沃隆食品股份有限公司，则是“每日坚果”知名品牌。
值得注意的是，12家撤回IPO申请的“衣食住”企业，11家均是在主板申请上市。在主板注册制落地之前，2023年初就有主板IPO红绿灯窗口指导意见流出。该份审核细则表示，产品为食品、家电、家具、服装鞋帽等相对传统、行业壁垒较低的大众消费企业，从事快消餐饮连锁业务企业，经营稳健但没有多少成长空间的为黄灯行业，上市或受限。澎湃新闻记者曾就该份窗口指导向多位投行人士求证，后被确认属实。
而在2月17日全面实行股票发行注册制制度规则发布实施之后至7月末，主板仅有6家“衣食住”企业撤回IPO，而8月14日至9月28日的一个半月内时间内，密集出现12家企业撤回IPO申请。投行人士向澎湃新闻分析道，“可能是IPO阶段性收紧之后，进行实质性的劝退”。
此外，今年以来，全面注册制之后，A股主板尚未有“衣食住”企业上市。截至目前，IPO排队企业中，尚有20多家“衣食住”企业，其中就包括老娘舅、想念食品、阿宽食品、中乔体育等知名企业。
英文译文
IPO tightening in the third quarter: 12 "food, clothing and housing" enterprises terminated IPO in the past month and a half
The IPO tightening trend in the third quarter is obvious.
According to Wind data statistics, a total of 91 new shares were listed in the third quarter of 2023, raising a total of 113,965.8 million yuan, which decreased from the number of initial public offerings and the total amount of funds raised in the second quarter.
In terms of withdrawal, 74 enterprises withdrew in the third quarter. Among them, the situation of IPO withdrawal is more prominent.
The third quarter IPO tightening trend is obvious
Overall, as of September 30, a total of 264 new shares were listed in the first three quarters of this year, raising a total of 323.6 billion yuan, raising a slight decline of 0.33%. Among them, the science and technology board raised the highest amount, reaching 139.579 billion yuan; The second is the GEM, raising 111.993 billion yuan; The Shanghai main board raised a total of 39.591 billion yuan, the Shenzhen main board raised a total of 21.371 billion yuan, and the Beijing Stock exchange raised a total of 11.109 billion yuan.
Among them, in the third quarter, a total of 91 enterprises IPO, raising a total of 113,965.8 million yuan, compared with the second quarter of the IPO number, the total amount of funds decreased; There were 105 ipos in the second quarter, raising a total of 144.5982 billion yuan.
It is worth mentioning that in the third quarter, the regulation of the IPO issuance rhythm of a new tone. On August 18, the CSRC positively responded to the market rumors of a slowdown in the pace of IPO and refinancing, saying that it is necessary to fully consider the bearing capacity of the secondary market, strengthen the counter-cyclical adjustment of the primary and secondary markets, and better promote the coordinated and balanced development of the primary and secondary markets. "The market will feel this change," the CSRC stressed. On August 27, the Ministry of Finance, the CSRC and the three major exchanges launched a combination of policies for the active capital market, making it clear that they will tighten the IPO rhythm in stages according to the recent market situation and promote the dynamic balance at both ends of investment and financing.
From the month-on-month data point of view, after the number of IPO ipos reached a high of 39 in June, the number of IPO ipos in July, August and September decreased month by month, respectively, 37, 33 and 21. The change is more obvious is the total amount of fundraising, the total amount of fundraising in September was 18.128.4 billion yuan, a drop of 68.56% compared with 57.643.7 million yuan in August.
The first three quarters of the Shanghai stock market withdrawal order increased significantly
While the number of ipos has decreased significantly, the number of IPO withdrawals in some markets has increased.
Wind data show that there are 275 A-share companies in the first three quarters of 2023, of which 28 are on the main board of Shanghai, 53 are on the main board of Shenzhen, 31 are on the Science and Technology board, 104 are on the GEM, and 59 are on the North Board. In the end, 254 ipos will be approved, with a pass rate of 92.36%; The IPO of 12 enterprises was not approved, and the rejection rate reached 4.4%; In addition, nine companies have been suspended from voting.
Including rejected companies, a total of 184 IPO withdrawal orders were issued in the first three quarters of this year, compared with 210 IPO withdrawal orders in the same period last year. Among them, the science and technology board produced 37 withdrawal orders in the first three quarters, compared with 20 in the same period last year; A total of 73 withdrawal orders were issued on the GEM in the first three quarters, compared with 110 in the same period last year. The main board of Shanghai stock market produced 25 withdrawal orders in the first three quarters, compared with 22 in the same period last year; Shenzhen main board produced 21 withdrawal orders in the first three quarters, compared with 24 orders in the same period last year; Beijing Stock Exchange in the first three quarters of a total of 28 withdrawal orders, compared with 34 in the same period last year.
The IPO of 12 clothing, food, housing and transportation companies was terminated
After the IPO stage tightening, the surging news noted that between August 14 and September 28, 12 "food and clothing" enterprises IPO terminated. Among them, 4 "food and clothing" enterprises withdrew IPO application materials in August, and up to 8 "food and clothing" enterprises withdrew their orders in September.
Some of the 12 companies are well-known.
For example, Eight Horses Tea industry Co., LTD. (referred to as "Eight Horses Tea Industry"), which terminated its IPO on September 28, was expected to impact the "tea first share"; On September 25, the application for Shandong Dezhou Braised Chicken Co., LTD. (referred to as "Dezhou Braised Chicken") was withdrawn as the "time-honored brand" on the train; Qingdao Wolong Food Co., LTD., which withdrew its application on September 4, is a well-known brand of "Daily nut".
It is worth noting that of the 12 "food, clothing and housing" enterprises that withdrew their IPO applications, 11 of them applied for listing on the main board. Before the landing of the motherboard registration system, there was a motherboard IPO traffic light window guidance outflow in early 2023. The audit rules said that the products are relatively traditional mass consumer enterprises with low industry barriers such as food, home appliances, furniture, clothing, shoes and hats, engaged in FMCG restaurant chain business enterprises, stable operation but not much room for growth for the yellow light industry, listed or limited. Surging news reporters had sought confirmation from a number of investment bankers on the window guidance, and it was confirmed to be true.
After the full implementation of the stock issuance registration system rules on February 17 to the end of July, the main board only six "food, clothing and housing" companies withdrew their IPO, and within one and a half months from August 14 to September 28, an intensive 12 companies withdrew their IPO applications. Investment bankers to the surging news analysis, "It may be the IPO stage tightening, substantive persuasion."
In addition, since the beginning of this year, after the comprehensive registration system, the A-share main board has not yet listed "clothing, food and housing" enterprises. Up to now, there are more than 20 "clothing, food and housing" enterprises in the IPO queue, including well-known enterprises such as old Aunt, miss Food, Ah Kuan Food, and Zhongqiao Sports.
重点单词
收紧 tighten up ; take up
澎湃 surge ; be in an upsurge ; the roaring of breakers
数据统计 Data Statistics ; STATS
新股 new share；new stock
首发 Starting ; STARTING LINE UP ; IPO ; first launch
衣食 food and clothing
共计 total ; amount to ; number ; aggregate ; altogether ; add up to ; grand total ; consult together
创业板 Gem ; chinext ; Second Board ; AIM ; TSXV
主板 motherboard ; mainboard ; main board of the stock market
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