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Five poor, six and seven turned over! Welcome to the red July (June 30 IPO week review)

author:The valuation review operation of the new shares

Special note: (1) The content of the article is the first draft of the team's own review, pure short-term thinking, the ticket mentioned in the article does not necessarily hold, nor may it be bought, for reference and observation only, do not make any investment advice, operate accordingly, at your own risk. (2) The new stock is changing rapidly, the mood is the mainstay, today is optimistic may not be optimistic tomorrow, ultra-short thinking, subject to the latest review. (3) We must be in awe of new stocks, the risk is huge! In particular, there is no limit on the rise and fall in the first five days, and it is very volatile, not only to have the dream of getting rich 10 times on the same day, but also to be prepared to lose more than 30% on the next day. (4) Novice participation in the early stage is only suitable for mini storage to test the water

The first half of 2024 has become a thing of the past, and seeing that many people have reported the rise and fall of the market value range in the first half of the year, it is obvious that in the first half of the year, large-capitalization stocks are far ahead, and small-capitalization companies belong to the big bear market. On the whole, the first half of the year was very fragmented, and the vast majority of investors estimated that it was not ideal.

Five poor, six and seven turned over! Welcome to the red July (June 30 IPO week review)

The darkest hour has passed, and July will be ushered in next week, and I hope that July will be prosperous.

1. Summary of this week's IPOs

This week, two new shares of Aidite and Yongzhen shares were listed, compared with the crazy top bidding in the last few weeks, in fact, this week calmed down a lot, but because the mood is in a downward trend, although the bidding is not excessive, it still shows the loss effect, the popularity is relatively good is the track is good, the performance is also good Aidit, Xiaoai is mainly blocked on the first day of the 100 yuan pass, the first day of the dragon and tiger list has two institutions involved, the second day of the high opening to the institution premium, but the end of the market did not hold, the third day of the opening of the final stage of the auction volume, The opening of the weak turned strong red, but the amount of energy can not keep up, half a day to change hands only 30.47%, although there are also funds several ignitions, but did not form a scale, and finally closed above the opening price is still 5 cents, the stock is listed for three days and three days have the opportunity to rush higher than the red plate, that is to say, as long as it is not chasing high to low suck not greedy, it will basically give you the opportunity to get out, not a pit person, but also shows that there have been funds to be optimistic about this stock, tossing in it, It's just that the current sentiment of the new stock is weak and has not formed a long joint force, from the trend of the past three days, it is likely that the more to the back, there will be surprises, after the close of trading on Friday, the secretary of the board of directors also went to work, from the secretary of the board of directors replied that the company is indeed a good company, probably summarized the secretary of the board of directors replied to the following market concerns:

1. From 2021 to 2023, the company's capacity utilization rate will be above 90%;

2. The company's business has sales at home and abroad, covering more than 120 countries and regions around the world;

3. The company has realized the domestic substitution of high-end zirconia materials

4. The company has 3D printer technology and product development, and has been listed

5. As a new type of gradient zirconia material, the company's brilliant 3D Pro zirconia material has a neck strength of up to 1.050MPa, using independent technology, which can realize the natural transition of the material's strength, transparency and color triple layerless gradient, and has a variety of characteristics such as bionic, high-strength, layerless natural transition, rapid sintering, etc., which is quite competitive in the market and has won many awards.

6. Cooperate with Peking University Hospital of Stomatology and West China Stomatology of Sichuan University

7. The company's business development is improving

8. The company has a subsidiary "Qinhuangdao Naji Dental Clinic Co., Ltd.", in other words, the company also has its own hospital

Yongzhen shares have the advantage of low price, but dragged down by the track, from the first day of popularity is far worse than Aidite, but at present, the valuation is indeed not high, the main thing is the process of condensing popularity. In the final analysis, there are too many people in the front of the new stock listing, and there are many quilts, which leads to a decline in popularity, and the relay funds are also decreasing accordingly. The lowest price on the first day was 33.83 yuan, the highest price was 44.99 yuan, the lowest price was 29.64 yuan on the second day, the highest price was 32.77 yuan, the lowest price was 27.85 yuan on the third day, and the highest price was 29.50 yuan.

Another eye-catching new this week is Maxim Technology, which has achieved five consecutive yangs under the stimulation of the concept of integrated inductance. In addition, Dameng data has two mid-yang in three days, and the shrinking yin line in the middle has the possibility of washing, and it is currently seen that the bulls occupy the top.

Second, new shares will be listed next week

Judging from the issuance, there will be two new shares listed next week, namely Ananda on the main board and Jianbang shares on the GEM. Probably available on Wednesdays and Fridays.

Ananda company's products include direct drive hub motors, reduction hub motors and mid-mounted motors three series of motors, as well as controllers, sensors, instruments and other components matched with the motors, mainly used in electric bicycles, electric bicycles, electric motorcycles, electric scooters and other electric two-wheeled vehicles at home and abroad, the company's direct drive hub motor products are mainly in the domestic market, and mid-mounted motors, reduction hub motors, controllers and other products are mainly sold to Europe, domestic customers include Yadea, Emma, Tailing, Xinri and other well-known electric two-wheeled vehicle brands, foreign customers mainly include MFC, Accell and other well-known European electric bicycle brands, the company's export products are mainly sold to the Netherlands, Germany, France, Italy and other countries. From 2020 to 2022, the company's market share of domestic direct-drive wheels will be 7.06%, 7.80% and 7.23% respectively; The company's mid-mounted motor, reduction hub motor, controller and other products in the European market share were 4.87%, 8.78% and 8.08%, during the reporting period mainly benefited from the implementation of the new domestic national standard replacement peak, 23 years of performance began to decline, the first half of this year's performance forecast is still not optimistic, the overall quality is average, the concept is also general, but the issue price is not high, the plate is not big for the new stock market is the biggest bright spot, the appropriate opening still has the possibility of speculative funds to speculate.

At present, Jianbang Co., Ltd. has formed a product system with environmental protection additives for polymer materials such as Saike, titanate, DBM, SBM, acetylacetone salt as the core, and the company's products are mainly used as stabilizers, catalysts, plasticizers, coupling agents and other functional additives in PVC plastics, coatings and lithium battery materials and other fields. Customers include Baierroch Group, Regens Group, Chemissen Group, Guangdong Xinda, Jinchangshu Group, Allantas Group, Essex Group, Liancheng Chemical Technology, Yuanli Technology, Fulin Seiko and other well-known enterprises. From 2021 to 2022, the company's Saike products will have a market share of about 89% and 83% in the domestic market, and the share of titanate products in the domestic market will be 41% and 42%, respectively. The cyclical nature is obvious, 20 years, 21 years of high performance growth after 22 years, 23 years of continuous sharp decline, this year's performance forecast has picked up, the overall texture and subject matter are quite general, the highlight is only the issue price and plate is not high, see if there is investment funds to speculate on the first day.

Five poor, six and seven turned over! Welcome to the red July (June 30 IPO week review)