The new money-making effect has been completely amplified in this round of market.
According to the current arrangement, in the coming week (October 14 to October 18), a total of 3 new shares in the A-share market can be subscribed, and no new shares will be listed.
Since the beginning of this year, there are still huge returns for new listings. According to the statistics of the Chinese reporter of the brokerage, only one of the 71 new stocks listed this year broke on the first day of listing. On September 30 and October 11, Changlian Technology and Qiangbang New Materials closed up by more than 1,700% on the first day of listing, and the profits of the first sign were 180,000 yuan and 84,000 yuan respectively.
However, the "temperature" of the new fry began to drop. Today, the new stock Qiangbang New Materials opened 43% lower, and then the decline quickly narrowed to nearly 26%, triggering a temporary suspension of trading. After the resumption of trading, the share price of Qiangbang New Materials fell again, and as of about 10 o'clock, the stock still fell by more than 30%.
Industry insiders remind that it is necessary to remain cautious when participating in new speculation, as new stocks do not rise or fall, may fluctuate violently, which will bring huge uncertainty, and the short-term is more of a trading opportunity, not an investment opportunity.
The myth of "undefeated new stocks" continues
Since 2024, a total of 71 new listings have been listed on the Shanghai and Shenzhen North Stock Exchanges. Judging from the closing price on the first day of listing, there is still a good yield on the new listing, only a new stock on the science and technology innovation board in February this year broke on the first day of listing, 1 closed on the first day of listing and the issue price was the same, and the remaining 69 new stocks rose on the first day of listing.
Wind data shows that among the 71 new stocks that have been listed this year, the median closing increase on the first day of listing was 114%. Judging from the first-day increase of new stocks, Qiangbang New Materials, which was listed on October 11, ranked first with a first-day increase of 1739%, and Changlian Technology, which was listed on September 30, ranked second with a first-day increase of 1704%. In addition, Huicheng Vacuum and Tongguan Mine also rose by more than 700% on the first day of construction.
From the perspective of single-signature profits, according to the closing price on the first day, a total of 4 "big meat sticks" with a single-signature profit of more than 50,000 yuan have been born since the beginning of this year. Among them, Changlian Technology's single-signature profit is as high as 180,000 yuan, Nova Nebula, which was listed in February this year, can earn 128,600 yuan, Qiangbang New Materials' one-signature profit is 84,200 yuan, and Dameng Data, which was listed in June this year, has a single-signature income of about 76,900 yuan.
With the recent increase in market trading activity, "speculation" has begun to heat up.
For example, Changlian Technology was speculated by investors after its listing, and the stock turnover was as high as 6 billion yuan on the second trading day of listing. However, the share price of Changlian Technology continued to fall, and as of October 11, the share price of Changlian Technology has retraced to 136 yuan per share, down 64% from the close on the first day on September 30. In addition, the first-day turnover of Qiangbang New Materials, which was listed on Friday, was also as high as 4.7 billion yuan.
3 new shares can be subscribed
In the coming week, the number of new shares that investors can subscribe for has rebounded, with a total of 3 new shares to play!
Tuesday: Suzhou Tianmai
On Tuesday (October 15), the subscription was Suzhou Tianmai, a new stock on the GEM. The Company's main business is the research and development, production and sales of thermal conductivity and heat dissipation materials and components, and its main products include heat pipes, vapor chambers, thermal interface materials, graphite films and others.
According to the prospectus, Suzhou Tianmai's products are mainly used to solve the thermal management problems of electronic products. The company has a leading market position and product competitiveness in the field of heat conduction and heat dissipation. At present, the company's customers include Samsung, OPPO, vivo, Huawei, Honor, Lenovo, Asus, CATL, Hikvision, Dahua, XGIMI, Panasonic, Kyocera, Logitech and many other well-known brands.
In terms of financial data, from 2021 to 2023, Suzhou Tianmai will achieve operating income of 708 million yuan, 841 million yuan, and 928 million yuan respectively, with a compound growth rate of 14.45%; The net profit attributable to shareholders of the parent company after deducting non-recurring gains and losses was 63 million yuan, 112 million yuan and 151 million yuan respectively, with a compound growth rate of 54.09%.
It is reported that in 2023, Suzhou Tianmai thermal conduction and heat dissipation products will achieve sales revenue of 915 million yuan, ranking third among comparable companies in the same industry, second only to Feirongda and Zhongshi Technology, and in terms of core products, in 2023, the company's heat pipes and vapor chambers will reach 9.45% in the global smartphone field; The domestic market share of thermal interface materials reached 8.63%, which was at a high level in the market segment.
Wednesday: The New Aluminum Era
On Wednesday (October 16), the subscription was for the new shares of the GEM New Aluminum Era. The Company is mainly engaged in the research and development, production and sales of aluminum alloy parts for battery systems of new energy vehicles, and has a complete business system of aluminum alloy material research and development, product design, advanced production technology and large-scale production. The company's main product is the battery box box, which is a key component of the power battery system of new energy vehicles.
In 2023, New Aluminum Times will achieve an operating income of 1.782 billion yuan and a net profit of 189 million yuan. The company expects to achieve operating income of about 1.3 billion to 1.4 billion yuan in the first three quarters of 2024, a year-on-year change of about -6.09% to 1.14%; It is estimated that the net profit attributable to shareholders of the parent company will be about 157 million to 163 million yuan, a year-on-year change of about 2.12% to 6.03%.
Huajin Securities research report pointed out that the company is the largest supplier of aluminum alloy battery boxes for BYD's new energy vehicles, relying on high-quality customer resources, the company's market share ranks in the forefront of the industry. At the same time, the company has gradually realized the development and mass production of a new generation of CTB battery box products; With the further enhancement of the development trend of battery integration, the company's product structure is expected to be optimized and upgraded.
Friday: Laplace
On Friday (October 18), the subscription was Laplace, a new stock on the Science and Technology Innovation Board. The Company is a provider of core process equipment and solutions for photovoltaic cells, and its main products include thermal process of photovoltaic cells, coating and supporting automation equipment.
From 2021 to the first half of 2024, Laplace will achieve revenue of 104 million yuan, 1.266 billion yuan, 2.966 billion yuan, and 2.541 billion yuan respectively; The net profit attributable to the parent company was -57 million yuan, 118 million yuan, 422 million yuan and 352 million yuan respectively.
Huajin Securities research report pointed out that Laplace is in the leading position in the industry in the thermal process and coating equipment of the new generation of battery technology such as TOPCon and XBC, and has formed equity cooperation with a number of downstream leading customers; At the same time, the company actively lays out the equipment required for the next generation of perovskite cells. In addition, relying on the accumulation of existing technology, the company has developed the third-generation semiconductor discrete device equipment business, and the products have obtained bulk orders from customers.
Editor-in-charge: Tactical Heng
Proofreading: Yang Lilin