Investment Outlook - The new stock market is currently experiencing a tug-of-war between bullish and bearish sentiments, with some localized positive changes worth noting for flexible trading strategies [1][11] - The average increase in new stocks since 2024 is approximately 0.1%, with about 44.3% of new stocks achieving positive returns, indicating a slight improvement from the previous week [1][27] Recent New Stock Performance - Last week, there were two new stocks available for online subscription, with an average issuance price-to-earnings ratio of 13.8X, indicating a stable supply in the market [4][22] - No new stocks were listed last week, but the average increase for new stocks listed in 2024 was 0.1%, with 44.3% showing gains [5][27] - The top-performing new stocks included Hai Bo Si Chuang (40.89%) and Sai Fen Ke Ji (16.73%), while the worst performers were Da Ming Dian Zi (-16.95%) and Yun Han Xin Cheng (-14.44%) [28] Upcoming New Stocks - This week, six new stocks are set to complete subscriptions, including one from the Sci-Tech Innovation Board and one from the Growth Enterprise Market, with an average issuance price-to-earnings ratio of 50.6X for the upcoming stocks [31][34] - Notable upcoming stocks include Bei Kuang Jian Ce and Hai An Group, with the latter being a significant player in the automotive sector [3][34] Sector Focus - The report suggests focusing on sectors with relative value, particularly in new energy, new consumption, and non-ferrous chemicals, while also tracking long-term capital flows in industries like robotics, AI computing, and innovative pharmaceuticals [2][11] - Specific stocks to watch include Han Shuo Ke Ji, Hong Jing Guang Dian, and Yong Jie Xin Cai, which are expected to show potential in the near term [40]
多空震荡拉锯走势暂时未改，但局部积极变化或值得重视并灵活博弈
Huajin Securities·2025-11-16 10:17