徵求《1340》暗盤價資訊

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惠生超購2187倍 歷來第二高

「豬肉人氣跑贏名牌手袋」，消息指惠生國際（新上市編號：01340，湖南豬肉供應商）獲5.6萬人申購，超購2,187倍，凍資538億元，超越米蘭站（01150）成為史上第二超購新股。

「豬肉股人氣 跑贏名牌手袋」

惠生為馬年首家集資規模較小新股，貨疏加上供應豬肉攻內需有「中國故事」獲散戶熱捧，推動公開發售超購倍數創歷來第二高，超過2011年米蘭站的2,178倍，僅次於Magnum（02080）。Magnum及米蘭站上市首日分別升89%及66%。

國際配售更「瘋狂」，消息指，有大戶斥資8億認購，相當於集資上限逾3倍，後僅獲分價值100萬元的股份。據悉，惠生傾向以上限2.05元定價，集資2.46億元。

而昨掛牌的中國金屬資源利用（01636，再生銅產品製造商），股價潛水13%，收報0.98元，成為2014年來首日表現最差新股。不計手續費，每手蝕600元。

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惠 生 超 購 2187 倍 史 上 第 二

惠 生 認 購 人 數 不 算 標 青 ， 唯 最 終 超 購 倍 數 仍 成 為 史 上 第 二 高 ， 圖 左 為 集 團 主 席 丁 碧 燕 。

　　備受追捧的湖南豬肉生產商惠生國際（1340）昨日中午截止招股，消息指，經過初步計算，該股凍資約540億元，相當於公開發售超購2187倍，以微弱優勢超越前超購王米蘭站（1150），榮登史上超購王第2位，僅次於新超購王Magnum（2080）。分析認為，按其火爆程度，首日上市升幅或有50%以上。

　　市場消息指出，惠生獲約5萬人認購，較Magnum和米蘭站約10萬人為少，輝立證券企業融資主任陳英傑估計，惠生一手中籖率略高於Magnum的1%，申請頂頭槌飛者可能最多獲分5手。若以借頂頭槌飛95%孖展，1.68%利息計算，若首日升幅有18%就可打個和。

　　史上超購王首日掛牌表現個個亮眼，耀才證券行政總裁陳啓峰認為，內地消費力較強，加上國策旨在推動消費擴大內需，惠生食品業務因此被看好。按照目前氣氛，上市首日將至少有50%的升幅。

　　京華山一研究部主管彭偉新表示，惠生的保薦人信達國際過往戰績輝煌，相信這亦是令投資者買帳的因素。信達國際曾擔任靄華押業（1319）和迅捷環球（540）的保薦人，兩者分別是去年超購王和首日掛牌升幅王。

　　不過，彭偉新亦指出，雖然惠生短期一定有得炒，惟長期仍待觀察。他認為，湖南是中國最大生豬供應地區之一，貨源如此充足下，惠生卻仍計畫斥資發展上游養殖場，需要面臨的問題，較單做屠宰經營業務更複雜，包括要面對豬隻疫情風險等，做法令人費解。

　　港股彈力疲弱，資金轉而追逐新股。剛步入2014年，在短短兩個月之內，雄霸超購王寶座3年之久的米蘭站創造的紀錄就接連被打破。隨着下周一保利文化挾內地拍賣行的獨特業務強勢而來，極有可能再接再厲，延續此輪搶購新股的熱潮。

　　另外，市場再有新奇概念股部署上市。據外電報道，全球最大基因組學研究機構華大基因，旗下子公司深圳華大基因科技（BGI Tech）計畫於第四季在港上市，集資4億美元（約31.2億元），花旗和摩根士丹利為承銷商。

　　華大基因成立於1999年，先後完成了國際人類基因組計畫「中國部分」（1%，承擔其中絕大部分工作）、國際人類單體形圖計畫（10%）、水稻基因組計畫、家雞基因組計畫、抗沙士研究、大熊貓等多項具有國際先進水平的基因組科研工作。

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Rush for HK's tiny pork IPO points to meaty demand for $6 bln WH Group deal


* Retail demand for $37 mln Hong Kong IPO rockets

* Rising China incomes spur steady growth in pork market

* Planned WH Group IPO to be HK's biggest since Oct 2010

By Elzio Barreto and Dominique Patton

HONG KONG/BEIJING, Feb 21 (Reuters) - Hong Kong's mom and pop investors are clamouring for rare shares in a bite-sized Chinese pork supplier this week, heralding a potential stampede when industry giant WH Group comes to market in April with what could be a $6 billion listing.

With fresh Chinese meat sector listings few, the chance to buy into a vast, steadily growing industry has made little-known Huisheng International Holdings Ltd popular. Its initial public offering, due to be priced later on Friday, generated retail demand 20 times the $37 million shares on offer in the first day of subscription.

As shoppers in China, the world's biggest pork consumer, grew more affluent, per capita spending on meat, poultry and processed products more than doubled to 1,184 yuan ($190) by 2012 compared with 2006, Huisheng said in its IPO prospectus. The company cited Chinese government statistics and a report prepared by research firm Ipsos.

Strong demand for Huisheng, raising funds for freezer facilities and new farms, bodes well for WH Group. Its upcoming IPO is expected to be Hong Kong's biggest listing since 2010 - and the seventh-biggest on record - in a banner year for the city's investment bankers.

Previously known as Shuanghui International Holding, WH Group is a powerhouse of China's meat trade and last year acquired U.S. pork producer Smithfield Foods Inc, which had sales of $13.2 billion in the fiscal year ended April 2013.

"The fundamentals, the company and the business factors are better (for WH Group)," said Alvin Cheung, associate director at Prudential Brokerage in Hong Kong. "It's a quite different and much more diversified company."

When the retail portion of Huisheng's offer closed on Thursday, demand for shares had soared to a value of $1.34 billion, according to brokerage Phillip Securities, which provides margin loans to retail investors looking to buy into IPOs.

GROSS MARGINS

Based in the city of Changde in China's southern Hunan province, Huisheng's prospectus casts a spotlight on a pork industry that supplies China's most popular meat and has had to deal with recurring food safety scares in its growth.

Pork sales in China rose to 51.8 million tonnes in 2012, 18 percent higher than in 2007, and are forecast to reach 58.5 million tonnes in 2017, according to research firm Euromonitor International. Pork accounts for nearly two-thirds of China's meat sales, with poultry a distant second with 20 percent.

According to Huisheng's prospectus, its most profitable products include hogs' internal organs, heads, tongues, hooves, tails and blood, where it gets gross profit margins of 60 percent. Revenue rose 1.8 percent to 803.9 million yuan in the first nine months of 2013 compared with a year earlier, while profits climbed 3.4 percent over the same period to 69.9 million yuan.

Huisheng is offering 100 million new shares in the IPO, while its chairman, Ding Biyan, is offering 20 million shares in a range of HK$1.45-HK$2.00 per each. The company plans to use 47 percent of proceeds from the IPO to buy freezer storage facilities, with another 53 percent set aside to develop new breeding farms - a move to help it keep tighter control of its supplies and avert potential food scares.

"Investors like the concept of vertically integrated producers, which they think can ensure food safety, a top concern in China right now," said Pan Chenjun, a senior analyst at Rabobank in Beijing.

"Without vertical integration, producers need to outsource from many suppliers including small farmers, and this gap in the supply chain means food safety issues can occur."

Cinda International Securities Ltd. was hired as sole global coordinator and bookrunner for the Huisheng IPO, with five other brokerages also helping to underwrite the deal. The banks stand to earn $1.11 million in underwriting commissions, equivalent to 3 percent of the total IPO.

WH Group's planned April listing will be backed by Chinese private equity firm CDH Investments. The company named BOC International, Citic Securities International, DBS , Goldman Sachs, Morgan Stanley, Standard Chartered and UBS as sponsors of the IPO.

($1 = 6.0764 Chinese yuan) (Reporting by Elzio Barreto in Hong Kong and Dominique Patton in Beijing; Editing by Denny Thomas and Kenneth Maxwell)

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惠生國際主席丁碧燕於湖南工商企業名錄同時擔任常德市金達商品砼有限责任公司的"法人代表"
可見於此連結:法人代表

於2009年5月14號有網民於常德政府網。常德論壇發表一篇以"金达砼欺负市规划局，老百姓都看不过去了！"的文章向當地市政府投訴對"金達砼"和"惠生"的不滿，內容涉及到"丁某"應該是形容丁碧燕。


翻查惠生國際招股書：
1.丁碧燕自二零零零年九月起曾任職常德市第一建築工程有限責任公司的工程師。
2.丁敬喜由一九九二年七月至二零零二年二月間於常德市第一建築工程有限責任公司任職，從事建築工程管理，並由二零零三年至二零零六年間於"金達砼"擔任經理。
3.周詩剛由二零零二年二月至二零零五年一月間擔任"金達砼"的生產主管。
4.張志忠先生，從事建築工程管理；自二零零三年四月起於"金達砼"任職財務經理，並於二零零四年三月獲晉升為總經理，負責其日常營運及管理。
5.張建龍於二零零二年至二零零七年間擔任"金達砼"的副總經理。

董事/高級管理人員/僱員裡面有四個曾於"金達砼"擔當不同崗位的工作。