板块表现略有分化但局部资金热度不减，新股活跃周期预计未改

Investment Rating - The report suggests maintaining a relatively positive trading strategy in the new stock market, indicating a continuation of the active cycle for new stocks [1][2][12]. Core Viewpoints - The new stock market has shown slight differentiation in performance, but the enthusiasm for certain sectors, particularly AI-related industries, remains high, suggesting that the current recovery trend is intact [1][13]. - The average increase for newly listed stocks in the Shanghai and Shenzhen markets was approximately 0.3%, with about 45.5% of new stocks showing positive returns [5][25]. - The report emphasizes the importance of flexibility and attention to market rhythm while focusing on sectors like robotics and AI, which continue to attract capital [2][12]. Summary by Sections New Stock Performance - No new stocks were listed last week, and the average increase for new stocks since the beginning of 2024 was 0.3% for Shanghai and Shenzhen stocks, with a 3.9% increase for North Exchange stocks [5][24]. - The top-performing new stocks were concentrated in AI and chemical industries, while the underperformers included stocks from previously active sectors [25][26]. Upcoming New Stock Subscriptions - This week, three new stocks will open for subscription, with two from the Growth Enterprise Market and one from the main board, highlighting a scarcity of new stock supply [6][30]. - Two new stocks will also begin the inquiry process, with recommendations to pay attention to companies like Yutian Guanjia, a leading domestic supplier in the automotive sunroof market [30][31]. Suggested Stocks for Attention - The report recommends focusing on newly listed stocks with unique characteristics or strong market positions, such as Suzhou Tianmai and Top Cloud Agriculture, as well as mid-term investment opportunities in companies like Ding Tai High-Tech and Zhi Shang Technology [34][35].