in the first half of the year, 104 have experienced a cumulative increase of more than 10% since listing. What is even more gratifying is that 24 companies have doubled their share prices, but so far, 11 stocks have broken through more than 30%. Analysts believe that as the supply of new stocks increases and scarcity decreases, differences in the fundamentals of relevant stocks lead to divergence in post-listing gains. For new investors, it is particularly important to select the best stocks.
167 new stocks were listed in the first half of the year, and the share prices of 24 companies doubled
html On June 28, Hechuan Technology (688320.SH) rose 17.10% to close at 53.20 yuan. Since its listing on Science and Technology Innovation Board on April 28, Hechuan Technology’s share price has increased by 124.85%. It is not difficult to see that after the listing of Hechuan Technology, the market experienced a decline first and then a rise.In fact, Hechuan Technology is only one of the many new stocks that have doubled in price during the year. According to statistics from Flush iFinD, as of June 28, there have been 167 newly listed companies on the Shanghai and Shenzhen Stock Exchanges and and the North Stock Exchange since 2022. Among them, 104 stocks have experienced a cumulative increase of more than 10% since their listing, and 51 stocks have a cumulative increase of more than 10%. 50%, 24 stocks rose more than 100%.
Among them, Chengchang Technology (001270.SZ), Junchuang Technology (833533.BJ), Guandian Defense (688287.SH), JinkoSolar (688223.SH), and Hefu China (603122.SH) ), Jiangsu Huachen (603097.SH), and Lushan New Materials (603051.SH), the cumulative gains of seven stocks since their listing have exceeded 200%. Among
, Chengchang Technology has the largest cumulative increase since its listing. Data shows that Chengchang Technology closed 12 daily limits in one go after its listing. As of the close of trading on June 28, the company's stock price had a cumulative increase of 411.95%, far exceeding other new stocks listed during the year. Public information shows that Chengchang Technology landed on the main board of the Shenzhen Stock Exchange on June 6, with an issue price of 21.68 yuan per share. The prospectus shows that Chengchang Technology’s main business is the research and development, production, sales and technical services of microwave and millimeter wave analog phased array T/R chips. It mainly provides the market with series products based on GaN, GaAs and silicon-based processes and related products. technical solutions.
In terms of performance, Chengchang Technology achieved operating income of approximately 211 million yuan in 2021, a year-on-year increase of 20.6%; net profit was approximately 160 million yuan, a year-on-year increase of 251.71%. In the first quarter of this year, the company achieved operating income of approximately 20.23 million yuan, a year-on-year increase of 306.61%, and a net profit of 10.58 million yuan, a year-on-year increase of 355.44%. This may be the basis for the company's stock price to rise sharply.
50 stocks broke, Aojie Technology, Maiwei Biotechnology, broke by more than 50%
However, some new stocks have continued to fall in stock price after listing, and there has been a break. Data shows that 50 of the new stocks listed during the year are currently in a break-up state. Among them, Aojie Technology (688220.SH), Maiwei Biotechnology (688062.SH), Yahong Pharmaceutical (688176.SH), Xinghui Environmental Materials (300834.SZ), Capital Pharmaceutical Holdings (688197.SH), and Weike Technology (301196.SZ) and other break rates exceeded 30%. Among
, Aojie Technology has the largest break. Information shows that Aojie Technology’s main business is the research and development, design and sales of wireless communication chips. It also provides chip customization services and semiconductor IP licensing services. It is known as the “first share of baseband chip ”. It landed on the Science and Technology Innovation Board on January 14 with an issue price of 164.54 yuan per share. The closing price on the first day of listing was 109 yuan per share, a break of 33.75%. The latest closing price was 70.58 yuan, a break of 57.10%.
It is worth mentioning that Tianfeng Securities published a research report titled "Aojie Technology: Deeply exploring the high-scarcity baseband chip track, downstream AIoT enters the golden decade" before the company's listing, pointing out that the company, as a full-scale The cellular baseband scarcity chip manufacturer is a leader in mastering technologies such as 5G and AI. In the future, it will gradually demonstrate competitive advantages by relying on high-quality downstream tracks such as AIoT and 5G as well as high-tech research and development, with a reasonable price range of 216.62-234.67 yuan/share. However, the company's latest closing price is less than one-third. I wonder if or when Aojie Technology can reach this "reasonable price range."
In addition, Maiwei Biotech's break rate also exceeded 50%, at 50.26%. According to the data, the issuance price of Maiwei Biotech was 34.80 yuan, but the closing price on its first day of listing on January 28 was only 24.5 yuan, which means that its price break on the first day of listing reached 29.60%. The company's performance has been in a state of loss or the reason for its poor stock price performance.Data shows that the company's net profits attributable to parent companies in the past five years were -103 million yuan, -225 million yuan, -928 million yuan, -643 million yuan, and -770 million yuan respectively, with a total loss of 2.669 billion yuan in the five years. It will continue to lose money in the first quarter of 2022, with net profit attributable to the parent company being -221 million yuan
Industry insiders said that under the background that the registration system is about to be fully implemented for stock issuance, the supply of new shares has increased and the scarcity has declined, and the fundamentals of new shares have declined. The difference will lead to a 28-80 difference in the post-listing increase, which will lead to a listing break. For new investors, it is particularly important to select preferred stocks.
Stocks that have gained more than 50% since their listing
Stocks that have broken more than 20% since their listing
