Workflow
新能源整车
icon
Search documents
两天400亿,奇瑞IPO让所有空狗闭嘴
Sou Hu Cai Jing· 2025-09-28 14:13
9月25日,奇瑞汽车正式在港交所挂牌上市。定价顶格,开盘高走,两天内市值增长超400亿,成为港股汽车板块近三年最稳健的新股之一。 但这并不是很多人预期中的剧本,一个月前还有不少声音在赌它破发,但现在回头看,所有唱衰空狗都安静了。相比其它股票的热闹,奇瑞纯靠经营质量 与预期撬开市场,用长期主义换来一级市场和二级市场的共识。 真正读懂这两天走势的人,都知道奇瑞不是靠讲故事上来的。招股书早就把底牌摊开,利润、规模、研发、产品,更关键的是,奇瑞早已按照上市标准经 营多年。这是港股汽车市场太久没有出现的东西,这一次奇瑞没放一句狠话,却让所有空狗闭嘴。 港股终于迎来让人兴奋的新票 在奇瑞正式挂牌前,关于这场IPO的质疑声从未间断,舆论中不乏硬要上市、上市即破发的声音。如果把视角拉远一点看港股汽车板块,你会发现,这个 市场已经很久没有出现过能让机构兴奋的新票了。 奇瑞最终以30.75港币的上限定价发行,首日开盘报34.20港币,高开11.2%,首日收于31.92元;上市第二日震荡上涨收于32.80元,市值增至1891亿港元, 对比招股书中出现的1400亿估值,奇瑞上市两天增长超过400亿。 一位南下资金的港股基金经理表示: ...
粤开市场日报-20250521
Yuekai Securities· 2025-05-21 08:47
Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index rising by 0.21% to close at 3387.57 points, while the Shenzhen Component Index increased by 0.44% to 10294.22 points. The ChiNext Index fell by 0.22% to 995.49 points, and the Growth Enterprise Market Index rose by 0.83% to 2065.39 points. Overall, there were more decliners than advancers, with 3599 stocks declining and 1615 stocks advancing across the market. The total trading volume in the Shanghai and Shenzhen markets reached 11734 billion yuan, an increase of 37.64 billion yuan compared to the previous trading day [1]. Industry Performance - Among the primary industries, coal, non-ferrous metals, electric equipment, banking, pharmaceutical biology, and transportation sectors led the gains, while beauty care, electronics, media, social services, machinery equipment, and retail sectors experienced declines [1]. - The top-performing concept sectors included gold and jewelry, selected air transport, power batteries, coal mining, central enterprise coal, lithium battery anodes, lithium iron phosphate batteries, solid-state batteries, sodium-ion batteries, complete vehicles, cobalt mines, battery recycling, new energy vehicles, germanium-gallium-antimony ink, and antibiotics [2].