Core Insights - New Kai Lai's concept stocks experienced significant adjustments, with New Lai Ying Material dropping over 12% and Li He Xing falling over 11% by the close of trading on October 15 [1] - New Kai Lai, a key player in the semiconductor equipment sector, has garnered market attention due to the launch of its Mount Series equipment, which covers essential processes in semiconductor manufacturing [1] - The company has established collaborations with major firms such as Huawei and SMIC [1] Group 1 - New Kai Lai and its subsidiaries are set to showcase at the Bay Area Semiconductor Chip Exhibition, with expectations of "unexpected surprises" as stated by the Director of Shenzhen Development and Reform Commission [1] - On October 15, the Bay Area Semiconductor Chip Exhibition took place, where New Kai Lai's subsidiaries launched new products, including a domestic EDA industrial software and a high-speed real-time oscilloscope with a bandwidth exceeding 90GHz [1] - Market rumors suggest that New Kai Lai may consider a backdoor listing through Shenzhen state-owned listed companies, leading to a drop in stocks like Shen Zhen Zhen Ye A and Shen Fang Zhi A [1] Group 2 - Market analysts attribute the collective adjustment of concept stocks to fluctuations in market sentiment, with some stocks experiencing profit-taking after significant gains [2] - Investors are advised to differentiate between "true targets" and companies merely riding the coattails of New Kai Lai, focusing on those with clear collaborations or orders from the company [2]