There are a lot of new stocks this week, Monday and Tuesday have given up the opportunity to subscribe, and Wednesday finally has new shares worth applying for. First of all, the new third board of Yoshioka Precision, the issuance of P/E ratio of 21, the industry P/E ratio of 27, coupled with the concept of the North Stock Exchange, continue to subscribe for 100 shares, a first-hand policy dividend and finally enjoy it, but we must remember that you can apply before 9 o'clock, the principle of time priority. Let's talk about the two science and technology board companies, Nuoweizan issued a price-earnings ratio of 27, the industry price-earnings ratio of 115, the main source of profit of the new crown test kit, this income is not stable, deducting this profit The actual price-earnings ratio is not low, but the reality of domestic large-scale testing, speculating that the profits in the next few quarters should be good, playing the new safety cushion should be enough, I will subscribe. Anlu Technology can not compare the price-earnings ratio due to losses, it is more appropriate to track its revenue situation, the prospectus discloses that the first major customer in 2020 suspended orders due to changes in the operating environment (is it Huawei?). ), the customer accounted for 55% of the year's revenue; at the same time, Anlu Technology doubled its revenue in the first three quarters of 2021, indicating that in the highly prosperous environment of semiconductors, the impact of customer transformation on product sales has been digested, and the growth rate is still good. In addition, the issue price is 26, even if the break loss is limited, cautious friends can give up the subscription, and individuals will try their luck.
Have not participated in the double 11 activities, in the 111 activities bought a Huawei 55-inch TV, 1699 yuan, Jingdong paid the final payment the next day to deliver to home, Jingdong logistics is really powerful, no wonder the wooden sister to increase the warehouse. Yesterday the installation has been used, feel good. On the one hand, it is difficult to have any moat in this field, other players in the TV field must be prepared to be impacted by Huawei, consumers are definitely beneficiaries; on the other hand, after the United States sanctions chip card neck, Huawei's original products are widely limited, and now more are fragmented, each breakout, do not rule out that Huawei will enter more product fields in the future, the concept of domestic substitution is estimated to last for a long time, and enterprises such as Anlu Technology will have more opportunities.