明天，一细分领域全球龙头来了！

Core Viewpoint - The recent activity of new stocks on the Beijing Stock Exchange (BSE) has been notable, with significant first-day gains and high turnover rates, indicating strong market interest and potential investment opportunities. Group 1: New Stock Performance - The newly listed stock Balanshi on the BSE saw a first-day increase of 205.13% with a turnover rate of 80.09% [1] - The upcoming new stock Aifenda, a leading global exporter of electric towel racks, is set to be available for subscription on September 1, with an issue price of 27.69 yuan per share [1][3] - The average first-day gain for new stocks this year has reached 239.67%, a significant increase from 135.44% in the same period last year [6] Group 2: Aifenda Company Overview - Aifenda specializes in the research, design, production, and sales of HVAC home products, with a focus on towel racks and related components [3] - The company holds 662 domestic patents and 74 overseas patents, indicating a strong innovation capability [3] - Aifenda's net profit for the first three quarters of 2025 is projected to be between 96 million and 102 million yuan, reflecting a year-on-year growth of 11.24% to 18.20% [4][5] Group 3: Market Trends and Analysis - The BSE has seen a significant increase in the quality of new stocks, with many companies focusing on advanced manufacturing, new materials, and medical devices [7] - The market is expected to transition towards a long-term allocation strategy centered on fundamentals, supported by the introduction of new index products and funds [7] - Analysts suggest that the current market enthusiasm may lead to continued activity in the new stock sector, although caution is advised due to potential volatility [7]