下午币圈目前仅有的 Robotics VC 币项目 Openmind 就要 TGE 了，虽然咱也不知道为什么要跳这个时间点发。打新打进去的按目前 Bybit 盘前价也亏了一万多刀了，只能希望少亏点了还记得同一天买进海力士是 60% 😅 而币圈打新现在只能希望不亏钱了么。。。 https://t.co/lLshf6e3vc ...

Group 1: North Exchange IPO Insights - In January 2026, five companies were listed on the North Exchange, raising a total of 1.8 billion yuan, approximately one-fourth of the fundraising amount in 2025 [2][7] - The average first-day increase for new IPOs in January 2026 was 196%, a decrease from the 368% average in 2025, primarily due to larger and traditional industry IPOs [2][7] - The average online subscription funds reached a historical high of 910.3 billion yuan in January 2026, compared to 662.4 billion yuan in 2025, indicating increased interest in new listings [2][8] Group 2: AI and Energy Sector Analysis - The return of the Trump administration has shifted the U.S. macro policy environment towards growth, industrial security, and resource safety, impacting energy and financial systems [10][11] - AI's large-scale application is rapidly reshaping energy demand structures, with significant implications for power supply and infrastructure [12] - The report suggests a long-term positive outlook for nuclear power, uranium, and energy storage as key growth areas in the context of AI and digital economy [14] Group 3: Food and Beverage Sector - Babi Foods - Babi Foods reported a revenue of 1.86 billion yuan in 2025, a year-on-year increase of 11.2%, while net profit decreased by 1.3% to 273 million yuan [15][16] - The company is focusing on expanding its new store model, with plans to open 1,000 new stores in 2026, leveraging strong sales performance from the new model [16][17] - The net profit margin is expected to improve due to effective cost management and new product development [17] Group 4: Chemical Logistics - Milkway - Milkway is a leading player in the hazardous chemical supply chain, with a dual-driven model of comprehensive logistics and chemical distribution [18][19] - The hazardous chemical logistics market is projected to grow from 2.05 trillion yuan in 2020 to 2.44 trillion yuan in 2024, with a CAGR of 4.45% [19] - The company has established a global service network and is expected to benefit from industry consolidation as smaller players exit the market [20] Group 5: Electronics - BOE Technology - BOE Technology has become a global leader in the semiconductor display industry, with a revenue of 101.28 billion yuan in the first half of 2025, reflecting an 8.45% year-on-year growth [22][23] - The company is entering a new growth phase, with its LCD business benefiting from increased demand for large-size displays [23] - The OLED segment is also expected to grow significantly, driven by the increasing penetration of OLED in mobile devices and upcoming product launches from major brands [24][25]

Core Viewpoint - The recent IPO of North Chip Life has attracted significant interest from well-known private equity firms, indicating a recovery in market sentiment and an increase in institutional participation in new stock subscriptions [1][10]. Group 1: Subscription Results - North Chip Life announced that the final strategic placement quantity was 11.4 million shares, accounting for 20% of the total issuance [2][11]. - After the adjustment mechanism was activated, the final offline issuance quantity was 31.92 million shares, representing 70% of the remaining shares after strategic placement [2][11]. - The online issuance quantity was 13.68 million shares, making up 30% of the remaining shares after strategic placement [2][11]. Group 2: Participation of Private Equity Firms - Notable private equity firms such as Mingyuan Investment, Huafang Quantitative, Jiukun Investment, Lingjun Investment, Linyuan Investment, and Ningquan Asset were included in the allocation list for North Chip Life [1][10]. - Ningquan Asset's products collectively received 30,700 shares, amounting to 538,500 yuan; Linyuan Investment's products received 4,416 shares, totaling 77,400 yuan; and Hainan Xiwa's products received 20,100 shares, totaling 353,000 yuan [3][12]. Group 3: Market Trends and Insights - As of January 30, 2026, a total of 159 private equity firms participated in the offline subscription of five newly listed stocks, with a total allocation of 15.76 million shares and a total investment amount of 338 million yuan [6][15]. - The most significant allocation was for Hengyun Chang, a leading domestic semiconductor equipment component company, with 1.236 million shares allocated, amounting to 11.4 million yuan [16][17]. - The increase in enthusiasm for new stock subscriptions is attributed to positive policy signals and a recovering market sentiment, with institutions generally optimistic about market performance in 2026 [7][19].

Group 1 - In January, private equity firms actively participated in offline subscription for new stocks, with 159 firms involved in 5 stocks, acquiring a total of 15.76 million shares worth approximately 338 million yuan [1] - The semiconductor equipment company Hengyun Chang attracted the most attention from private equity, with a total allocation amount of about 114 million yuan and 1.236 million shares acquired [1] - Other notable companies included Zhenstone Co., a wind power materials manufacturer, with an allocation of approximately 86.16 million yuan and 7.707 million shares, and Beixin Life, a medical device company, with about 66.47 million yuan and 3.794 million shares allocated [1] Group 2 - Among the participating private equity firms, over 80% of the 47 firms with allocations of at least 1 million yuan managed over 10 billion yuan, including 27 quantitative private equity firms [1] - The top participant in terms of allocation was Ningbo Huansheng Quantitative Investment Management, with an allocation of approximately 32.68 million yuan and 1.4026 million shares [2] - Other significant participants included Jiukun Investment with about 32.22 million yuan and 1.3153 million shares, and Shanghai Yanfu Investment Management with approximately 25.64 million yuan [2] Group 3 - The concentration of large quantitative private equity firms in offline subscriptions is attributed to their disciplined and systematic investment strategies, which align well with the requirements of new stock subscriptions [3] - The stable returns from new stock subscriptions provide effective support for fund net values, making them attractive for quantitative strategies [3] - Subjective strategy private equity firms also showed active participation, with firms like Shanghai Yingshui Investment and Shanghai Ningquan Asset Management acquiring amounts ranging from 3.96 million to 5.59 million yuan [3]

Core Viewpoint - The case of Hengyun Chang highlights the potential for significant profits in the stock market, particularly for retail investors participating in IPOs, despite the initial high offering price [1][3][5] Group 1: IPO Performance - Hengyun Chang's IPO price was set at 92.18 yuan per share, requiring an investment of 46,090 yuan for 500 shares, which raised concerns among retail investors about the risk of losing their investment if the stock price fell [1] - On its first trading day, Hengyun Chang's stock price surged to 310 yuan, representing a 236.3% increase from the offering price, allowing investors to realize a profit of 108,900 yuan if sold immediately [1] - The stock price continued to rise, reaching a peak of 390 yuan, which would yield a profit of 148,900 yuan, translating to a return of over 323% [1][3] Group 2: Investor Behavior - Despite the strong performance, some investors chose to forgo their allocations, with 2.42 million yuan worth of shares not purchased, indicating a lack of confidence or information among certain retail investors [1][3] - The reluctance of some investors to participate in the IPO reflects a broader trend where fear and hesitation can lead to missed opportunities in the stock market [3][5] Group 3: Market Insights - The overall IPO market has shown resilience over the past two years, with few instances of first-day price declines, reinforcing the notion that participating in IPOs remains a viable strategy for retail investors [3] - The case of Hengyun Chang serves as a reminder that opportunities often come disguised as risks, and investors should conduct thorough research and maintain a level-headed approach when considering IPO investments [5]

【导读】下周2只新股可申购，恒运昌是半导体设备核心零部件供应商 中国基金报记者 闻言 A股打新投资者注意啦！ 根据目前发行安排，下周有2只新股可申购，分别是北交所新股爱舍伦、上交所科创板新股恒运昌，具 体申购时间分别是1月12日、1月16日。 爱舍伦是医用敷料领域头部企业 爱舍伦的申购代码是920050，发行价为15.98元/股，发行市盈率为14.99倍，参考行业市盈率为29.79 倍。 爱舍伦此次总发行数量为1692万股，网上发行数量为1523万股。投资者参与网上申购爱舍伦，申购数量 上限为76.13万股。 爱舍伦作为一家医用敷料生产商，主要从事应用在专业康复护理与医疗防护领域的一次性医用耗材研 发、生产和销售，通过ODM（原始设计制造商）/OEM（原始设备制造商）等方式为国际知名医疗器械 品牌厂商提供相关产品。 近年来，爱舍伦的重要客户包含Medline集团、Zarys International Group、Sejong Healthcare Co., Ltd.、苏 州鼎康进出口有限公司、San Pablo Commercial Corp.等。 2022年至2024年及2025年上半年，爱舍伦的营业收入 ...

还有说真的不要看我打了就跟着打很多，打新很多时候和交易也是一样的。能碰到 @JoinFightID 这样格局大的项目纯赚，运气差了也会被 rug。。一定得把控好风险再打如果行情差的话，我对这笔交易的预估亏损会是 50%。但项目本身是好项目，放在 2-3 个月前的热度估计也是大满贯之姿 https://t.co/1LuEUtJHF3 ...

先说打新，建议是：别让美股打新影响你的睡眠，别让港股打新影响你的持仓。BitGo打了，富途派货不错。第二天一觉醒来跑的，赚了个寂寞。龙旗满上 了，暗盘还不错，给了20%+，但暗盘即巅峰，到周五已回吐所有涨幅。 鸣鸣很忙满上了，超购1500倍意味着拿货率又很低了。综上，散户打新的最优解是当收益增强用。虽然持仓打新会浪费点利息，但现金打新却浪费了牛市。 上周走了创新实业，自此，2025的港股打新已无持仓。 再说A股，上周是烈火烹油的好，尽管GJD在过去数个交易日流出5000亿+，市场却开始嘲笑他们走在了半山腰，以及快没子弹了。各基金公司甚至算出GJD 还有一万多亿筹码，其中70%+在沪深300。于是上周中小票继续飞，中证500，中证1000，中证2000，科创50ETF本月已涨了11%+~15%+。某些散户是不是 对GJD有什么误解？以打战做类比，万箭齐发总是进攻的第一步，后面的大招还在路上。好在ZC的意图是慢牛。重点不在"慢"在"牛"。如果不是追高，遭遇 回调，忍一忍也就过去了。盲猜下一个重要节点是春节，8，9天的利息会劝退不少意志不坚定的融资盘。 上周有两个趋势值得留意，一个是中际旭创已超越宁德时代与腾讯，位 ...

Group 1 - The article highlights the popularity of new stocks on the Beijing Stock Exchange, with an estimated 1 trillion yuan expected to be invested in the upcoming IPOs, suggesting a conservative estimate of 700,000 applicants for 100 shares of Meidele [1] - Meidele's estimated subscription amount is projected to be 10,000 million yuan, with a public offering market value of 603 million yuan [2] - The estimated winning rate for Meidele's shares is approximately 0.060% [2] Group 2 - The article discusses the financial performance of a wealthy relative who achieved a 60% return on investments last year, indicating a trend of individuals turning to stock trading due to a lack of business opportunities [3] - The author mentions a strategy focused on dividend stocks, contrasting it with the relative's approach of investing in high-risk stocks [3] - The article notes the recent performance of convertible bonds, including announcements of strong redemptions and non-adjustments for specific bonds [5][7]

等了好几个月，终于等到这个 🥊 项目 TGE 了。大家伙很久很久之前参与了 @JoinFightID 在 HoloLaunch 上的打新，想来已经一轮小牛熊过去了。从牛拖到熊，再扛到小牛之春，项目方的考量恐怕还是得让市场接得住打新的抛压吧当时其实是抱着理财的想法打的，但现在感觉能赚个 20%-30% 的本金都已经不错了。希望老外经常看的 UFC 支持的项目能力气大一点，最近还是经常看得到 UFC 发 Fight 的，让我们打新的玩家能快乐收菜吧！币安Binance华语 (@binancezh):币安 Alpha 将在 1 月 22 日成为首个上线 FIGHT (FIGHT)的平台！符合条件的用户可于 Alpha 交易开放后，前往 Alpha 活动页面使用币安 Alpha 积分领取空投。具体详情将另行公布。敬请关注币安官方渠道，及时获取活动最新动态。 https://t.co/Ck9OYrN9BT ...