On October 27, the weak shock of the three major A-share stock indexes fell, and the intraday decline exceeded 1%. Most of the two market sectors are lower, of which coal, education, wine and other declines are in the front, while electricity, wind energy, photovoltaics, energy storage and so on are active.
The reporter noted that on October 27, the new shares of the science and technology innovation board broke at the opening, as of the close, down 14.04%, according to the issue price of 62.30 yuan / share of the new shares, the loss of 500 shares in the new sign exceeded 4,000 yuan. According to the analysis of securities institutions, the first day of the listing of many new stocks was broken, which was the result of the dual influence of the new regulations on the registration system and the fundamentals of the company. It is expected that the quotation game of new stocks will intensify in the future, and the probability of the first day of breakage will also increase, which will also force investors to participate in market investment more rationally. Text/Guangzhou Daily all-media reporter Wang Chuhan (except by signature)
A number of white horse stocks reported revenue and net profit in the third quarter, which fell year-on-year
On October 27, as of the close, the Shanghai index fell 0.98% to 3562.31 points, the Shenzhen component index fell 1.09% to 14393.51 points, and the ChiNext index fell 0.56% to 3308.96 points; the total turnover of the two cities was 1,076.9 billion yuan, and the net outflow of northbound funds was 3.042 billion yuan.
From the perspective of the sector, the wind power sector remained strong, and military stocks rose. At the same time, consumer stocks such as home appliances, pharmaceuticals and liquor fell the most. The reporter paid attention to the fact that the three quarterly reports released by many white horse stocks were not ideal. Among them, the financial report shows that in the third quarter of 2021, Gree Electric Appliances achieved revenue of 47.083 billion yuan, down 16.5% year-on-year; vantage shares' net profit in the third quarter fell by 64.52% year-on-year; Sanquan Foods achieved a net profit of 386 million yuan in the first three quarters, down 32.42% year-on-year; Jereh shares' third-quarter net profit of 383 million yuan, down 10.09% year-on-year.
Haitong Securities pointed out that from the situation of the third quarter, the performance of the growth sector represented by new energy is still eye-catching, and the institutional funds are still heavily positioned and even the increased position plate shows that the pursuit of heat is not reduced, and it is recommended to continue to pay attention to the high-end manufacturing direction represented by new energy and the relatively stagnant securities companies and banks in the early stage under the spread of the boom.
It is expected that the IPO quotation game will intensify The probability of breaking on the first day will increase
On October 27, the new shares of the new stock of the science and technology innovation board broke at the opening of the market, down 8.51% from the issue price, and then continued to oscillate lower. As of the close, it fell 14.04% to 53.55 yuan / share. The reporter learned that the issue price of xinrui shares is 62.30 yuan / share, and it takes 31150 yuan to sign 500 shares in the new middle, so the loss of the first sign is more than 4000 yuan.
The breakout of cutting-edge shares is not unique. The reporter noted that since the new stocks on the science and technology innovation board fell by nearly 10% on Friday, becoming the first A-share to break new stocks on the first day of this year, there have been new stock breaks every trading day since then.
For a long time, the A-share market has a saying that "playing new will earn". For the first day of the listing of new shares for 4 consecutive trading days, some insiders have analyzed that what determines the performance of new stock listings is, on the one hand, the valuation and pricing level of new stocks themselves, on the other hand, it is also related to the market environment. Judging from the new stocks that have suffered a break in recent days, the pricing is generally high, such as the issue price of Kelda is 47.11 yuan / share, the issue price of Xinrui shares is 62.30 yuan / share, the zhongzi technology is 70.90 yuan / share, and Kefu Medical is as high as 93.09 yuan / share.
Chuancai Securities said that the first day of the listing of a number of new stocks broke out, which was the result of the dual influence of the new rules on the registration system and the fundamentals of the company. It is expected that the quotation game of new stocks will intensify in the future, and the probability of the first day of breakage will also increase, which will also force investors to participate in market investment more rationally.