Technology: Last night's rumors once again cheated people, but now I know no matter what is good. In fact, we look at the rumors last night, which is beneficial to the foundry, followed by materials, equipment, and then design and packaging.

1. Disk review

Technology: The rumors last night once again cheated people, but now I know no matter what is good. The memory of the market is to do advanced packaging and chips. In fact, we look at the rumors last night, which is beneficial to the wafer foundry, followed by materials, equipment, and then design and packaging. During the disk, it was reported that ARM refused to sell advanced chip designs in Ali . It is also rumored that the United States has included more than 30 Chinese companies on the trade blacklist. After-market response.

Consumption: Normal differences, Renrenle 's late-trade return is really a belief in space. The index is not very popular today, tomorrow's test is 4 abnormal movements. Gentle breaking board continues to play upwards, and you can continue to play with this theme. After all, if you let go for a week, even if you have a positive attitude, you will improve or even turn negative. Everyone still has to buy. In addition, in many places, political chaos has begun.

After the market was launched, the highest level issued the "Strategic Plan for Expanding Domestic Demand 2022-2035". further leverages its advantages in a super-large-scale market. It is necessary to firmly implement the strategy of expanding domestic demand, expand residents' consumption and effective investment, enhance economic development resilience, and promote the sustained and healthy economic development.

Pharmaceutical: It is no longer the dominant one, it is flying in large areas, and there will still be a rebound in the future. But the intensity will become weaker. In addition, let’s pay attention to new words, such as thymus method for injection (thymus pentapeptide) and liquid masks that came out today. It is best to get on the bus at a low position on the same day.

track: The combined force is not enough, mainly because I haven't performed much recently, and the market's hot money is not here. Today, the POE adhesive film is abnormally moved, and black sesame has the properties of energy storage. Observe whether there is any motivation. .

Other news:

Last night, the United States released CPI data, exceeding expectations, inflation slowed down, which means rate hikes slowed down. The meeting will be held early tonight.

passed on, and the economic conference was held as scheduled. The meeting period was shortened to two days. The theme of the conference is "Security and Development", highlighting " high-quality development "

On December 14, two departments issued a document to regulate " digital human ". The digital economy is changing abnormally. There were also some previous strong pullbacks during the trading session today. The robot's strongest performance is all performed.

2. Review of

Last night, the US CPI was released lower than expected. In fact, these expectations are what everyone guessed. The median guessed is called consistency expectations. For example, you can see that there are 43 companies in CATL guessing their performance. The so-called mean value guessed is called consistency expectation. If this average exceeds, it is generally called exceeding expectations. Below this average is generally called less than expected. If the maximum value is exceeded, you will see a few words that exceed expectations. And how to write it below the minimum value? . . ?

So, will there be any more than expected in the future? You can make it up yourself.

Generally speaking, important data are released, so we must learn from history. For example, October CPI came out, and the US stock looked like this at that time.

Because people have increased a lot. Therefore, our index rose sharply.

However, yesterday's US stock market was purple. . Therefore, our index did not rise sharply.

So, we reviewed the limit up on November 10th. It is obvious that except for the highest target Swan shares, the remaining sub-high-level targets. Moreover, various floors appeared at that time. All living beings and banyan foundation. .

So, after reading it, I think the possibility of copying is very high. So, we should avoid pharmaceutical stocks in the morning trading today. After all, the second highest standard is the Xinhua Pharmaceutical of the pharmaceutical stock. As expected, medicine has become a severely affected area today. And consumption is still relatively hard. This is the benefit of reviewing history.

However, I reviewed the history again. Although the special pharmaceutical was blown up at that time, it was reversed the next day. It means there is still a chance to live.

And for several medicines today, Sailong Pharmaceutical is a thymus method for injection. In fact, it is another type of thymic peptide . So, my friend sent me a thymus peptide.

In fact, it is mainly a medical beauty. There just happened to be news of medical beauty rectification.

In addition, someone blows liquid masks. I feel that this ticket is still in the medicine today. Supported a little. In fact, he benchmarked against virtue and showed his health.

Finally, I found that a teacher was very dedicated. What does loxoprofen sodium replace ibuprofen ? The most important thing is that I found that there is still this logic in this ticket. Although Sailon Pharmaceutical and Dezhan Health have their own memes today. However, they all hit the daily limit on October 19.

Also, add this picture. I said the teacher blew me.

then bought it. In fact, this ticket was actually purely linked with Ha Sanlian at that time. Hype seawater nasal sprayer.

but, but, The ban will be lifted so much tomorrow. May I ask, teacher, don’t you watch it? . . . This is a bit embarrassing.

OK. Let’s talk about the above review. The feedback caused by the CPI in November was that the next day, the real estate market exploded due to the news. 17 boards.

At this time, it was because the real estate market released the second arrow. Therefore, at that time, due to the distribution of medicine and web3.0, funds attacked real estate crazily.

So, I think, theoretically today, funds should attack technology frantically. After all, there was a rumor yesterday that a trillion-dollar support plan was rumored. From then on, my journey of eating noodles was started. Since Jiaxin Silk is found to be a front row, it may advance to 2 rebounds tomorrow. In addition, cross-border e-commerce is very tough. I just searched it.

two consecutive strokes. However, I fantasized about the "value discovery" of teachers. . Well ~ the first bowl of big noodles. After

, Minxin shares will be listed. My master quickly learned. What is he? He said it was a sensor used in consumer electronics , blood pressure meter , or tire pressure monitoring.

Isn’t this BiChuang Technology ? It went smoothly, another big bowl of noodles. .

This is the benefit of reviewing history. . When eating noodles, you don’t hesitate to eat anything, and you’re clearly empirical.

Yes~ I didn’t continue to strengthen the technology line this afternoon. Communication recovery. This is how bad the two boards are. . I feel unbearable to look at it. Send it away. .

Ouch mom. . What is time to come is still here. . It scares everyone to death.

But, I'm very awesome when I see him. I said, I will cheer you up with Jijiayue . By the way, he smashed the T-storey. Well~Happy you guys. You are promoted. I'm just happy. .

Huangshi Group teachers expressed their understanding. If you understand, take it away. .

The last, the POE adhesive film was up in the afternoon. Think about it, the teachers on the track should not be too lonely. . I also went to support it. .

Oh, a teacher kept asking. . Why not go directly to Renrenle duck. Actually, you'll be fine.

. Institutional net trading

Institutional aspects: Quantification has come with technology and cut medicine.

. new stock subscription (Thursday, 12.15)

. Shanwaishan

issuer's main business: issuer is a national high-tech enterprise specializing in the research, development, production and sales of blood purification equipment and consumables, and provides chain hemodialysis medical services. Based on the key core technologies of original blood purification equipment, the company has developed continuous blood purification equipment (CRRT), hemodialysis machine and hemoperfusion machine, and independently developed blood purification consumables such as hemodialysis concentrates and hemodialysis dry powder. The products are widely used in the treatment of various acute and chronic renal failure, uremia , multi-organ failure and poisoning.

The basic situation of the issuer's industry: industry price-to-earnings ratio :34.6 times (2022.12.7 data)

Comparable companies in the same industry static price-to-earnings ratio valuation (no non-reduction): 22.04 (Jianfan Biology), 44.34 (Bowlet), 23.30 (Sanxin Medical), 43.73 (Tianyi Medical) Remove the extreme value 33.35

Dynamic P/E ratio valuation of comparable companies in the same industry (no non-reliance): 22.56 (Jianfan Biology), 214.36 (Balette), 19.45 (Sanxin Medical), 29.39 (Tianyi Medical) Remove the extreme value of 23.80

intends to raise funds 24,67393 million yuan, the funds raised for funds required to raise funds 34.44 yuan, and the actual funds raised: 1.169 billion yuan.

Use of funds raised: 1 Blood purification equipment and high-value consumables industry Project 2 Blood purification R&D center construction project 3 Marketing network upgrade and remote operation and maintenance services Platform construction project 4 Supplementary working capital

First day of listing Share price 0% yuan, 44% yuan, circulating market value : ( Science and Technology Innovation Board )

Industry price estimation issue price: 3.75 yuan, comparable company estimates price-earnings ratio issue price static: 3.62 yuan, comparable company estimates estimation price: 2.58 yuan.

actual issue price: 2.30 yuan, issuance and circulation market value: 1.169 billion yuan, total issuance market value: 4.675 billion yuan.

price range is 7.50 yuan, highest is 9.26 yuan, lowest is 6.13 yuan. Is there any hype value: No

first day of listing price-earnings ratio: 102.54 times. Is the industry price-earnings ratio overestimated: Yes Is the price-earnings ratio of comparable companies overestimated:

The dynamic price-earnings ratio valuation of comparable companies in the same industry (no non-reliance): 22.56 (Jianfan Biology), 214.36 (Balette), 19.45 (Sanxin Medical), 29.39 (Tianyi Medical) Remove the extreme value 23.80

Is it recommended to subscribe to: There is a performance growth rate, and the valuation is also not low. This situation depends on luck. . Is there a strategic allocation for

: The final strategic allocation for this issuance is 1.4476 million shares, accounting for 4.00% of the total issuance

? Is there a sponsored company to follow up on the investment for: 1,447,600 shares were awarded this time.

. Zhucheng Technology

Issuer's main business: Company is a high-tech enterprise focusing on the research, development, production and sales of electronic connectors, and has the ability to design, manufacture and assembly of precision molds of electronic connectors. The company's products are mainly used in consumer home appliances, smart terminals, etc. At the same time, the automotive field is an important development direction for the company in the future, and are committed to providing customers with safe, efficient and intelligent connector solutions.

The basic situation of the issuer's industry: the number of shares issued by does not exceed 1,628.34 million shares

After issuance, the total share capital will not exceed 6,513.34 million shares

Industry price-to-earnings ratio: 27.17 times (2022.12.2 data)

Comparable companies in the same industry static price-to-earnings ratio valuation (no deductible): 31.17 ( Luxshare Precision ), 40.77 (Tianlian Technology), -( Derun Electronics ), 34.38 (Hexing Co., Ltd.), 26.32 (Shenglan Co., Ltd.) , 65.63 (Yihua Co., Ltd.), 107.66 ( Laimu Co., Ltd. ), 26.47 (Luandong Electronics) Remove the extreme value of 37.46

Dynamic price-to-earnings ratio valuation of comparable companies in the same industry (no non-reliance): 25.50 (Luxxx Precision), 28.92 (Telectronics Technology), - (Derun Electronics), 41.40 (Hexing Co., Ltd.), 34.07 (Shenglan Co., Ltd.) , 31.98 (Yihua Co., Ltd.), 65.11 (Laimu Co., Ltd.), 44.87 (Luandong Electronics) Remove the extreme value of 38.84

intends to raise 655.338 million yuan, the funds raised need an issue price of 40.25 yuan, and the actual funds raised: 1.098 billion yuan.

Use of funds raised: 1 Precision electronic connector intelligence Chemical and technical transformation project 2 R&D center upgrade project 3 Supplementary working capital

The stock price on the first day of listing was 20% yuan, 44% yuan, circulating market value: ( GEM )

Industry price-earnings ratio estimated issue price: 54.65 yuan, comparable company estimated price-earnings ratio issue price static: 75.34 yuan, comparable company estimated price-earnings ratio issue price dynamic: 78.12 yuan.

actual issue price: 7.40 yuan, issuance and circulation market value: 1.098 billion, total issuance market value: 4.39 billion.

price range is 64.94 yuan, the highest is 108.87 yuan, and the lowest is 42.64 yuan. Is there any hype value: No

first day of listing price-earnings ratio: 40.31 times. Is the industry price-earnings ratio overestimated: Yes Is the price-earnings ratio of comparable companies overestimated:

The dynamic price-earnings ratio valuation of comparable companies in the same industry (no non-reliance): 25.50 (Luxxx Precision), 28.92 (Telectronics Technology), - (Derun Electronics), 41.40 (Hexing Co., Ltd.), 34.07 (Shenglan Co., Ltd.), 31.98 (Yihua Co., Ltd.), 65.11 (Laimu Co., Ltd.), 44.87 (Luan Dong Electronics) Remove the extreme value of 38.84

Is it recommended to subscribe: The stock price is high. A linker has a low valuation. In this case, the probability of breaking the issue is possible.

Is there a strategic allocation: The issuer's senior management and core employees Special Asset Management Plan The final strategic allocation number is 717,804 shares, accounting for approximately 4.41% of the number of this issuance.

Is there a sponsor company to follow up with the investment: no

2.13 Articles on the plate review, intraday logic and opportunities: 12.13 review on the market, after the market, rumors amplified

Thanks to all teachers for their love and tolerance.

Learn together...Grow together...

Wish. We have fun together

I wish the teachers a long rainbow account! ! !