肖总财经
2025.06.09 02:34

As expected, it's just a trick!

1.

Today is the gray market day for Rongda Technology, Xinqian, and METALIGHT (Yuan Guang Technology), and tomorrow is their first listing day.

Rongda Technology and Xinqian both used the routine callback, while Yuan Guang Technology had a normal callback of 50%.

1. Rongda Technology, routine callback with a lower limit pricing of 10 yuan, the A group can get at most 1 lot, the B head signed 25,000, and the top hammer goods are worth 50,000. My B group got 45,000 worth of goods.

2. Xinqian, routine callback with a lower limit pricing of 18.9 yuan, the A group can get at most 2 lots, the B head about 80,000 worth of goods, and the top hammer goods are worth 136,000. I subscribed to the B head and signed about 79,400 worth of goods.

3. Yuan Guang Technology, fixed pricing of 9.75, no routine callback, final callback of 50%, the A group can get at most 2 lots; B head goods about 140,000, top head goods about 245,000. I gave up subscribing to this stock.

Below is the analysis of Xinqian before the subscription deadline.

Below is the analysis of Rongda Technology before the subscription deadline.

Actually, last Tuesday I was basically sure to subscribe to Rongda, and I shared the information about the routine with everyone. (Of course, I also reminded everyone about risk control, because nothing is 100% certain)

When analyzing Xinqian, I also told everyone that doing the routine is the lowest cost strategy to control the market.

When analyzing Rongda, I didn't even estimate the normal callback B group's goods volume, I directly estimated the B head goods volume after the routine callback, which actually also showed my attitude, a little bit of effort would make it clear.

Of course, I estimated the routine callback to be about 50,000 to 80,000 based on an estimated 200 times oversubscription, the actual winning rate was just half of my estimate, and the margin was about twice as much.

The final result is that both companies did the routine callback.

I am not very optimistic about Yuan Guang Technology, but it is also highly likely that everything has been arranged, let's see if there is an opportunity in the gray market.

Actually, Hong Kong stock IPO is not a game of information equality. In a world of information inequality, it is easy to be exploited by others using the information gap.

Most people will say these three are gambling stocks, but that's because they are looking at the surface. Each of these three stocks has its own unique logic support, apart from the information gap, serious analysis can also reveal some insights, so I say these three stocks cannot be simply considered as gambling stocks.

Most people think Yuan Guang has the best fundamentals, but I actually think it should be the worst.

From the "three statements" balance sheet, income statement, and cash flow statement, it is indeed relatively the best, but I think that's just the surface. If investing is just mechanically looking at the financial "three statements", then financial accountants should have the highest returns, but that's not the case.

When I saw that 98% of the revenue was contributed by advertising business, I even felt that there was no point in continuing to look at the three statements.

Actually, everyone in every industry has similar cognitive barriers.

Some people look at the surface, some people read the essence.

2.

On Saturday, I wrote an article summarizing the investment returns of 25 years and June, briefly writing about these three stocks, and it was reported by someone, and the article was taken down.

Then my friends started to tease me.

Teasing aside, I actually feel relatively accomplished, because when your efforts are recognized by others, and your value is reflected, you will feel that you are somewhat useful to everyone, and you will have a sense of honor and satisfaction.

People are not machines, everyone has emotions and desires, and everyone needs to have emotional value recognized.

I just remembered something, someone told me they felt too much work pressure and asked how to relieve it?

I said don't think too much, the fact that this job is given to you means it's not important at all.

3.

These three stocks, Rongda and Xinqian, are basically very likely to make a profit, I am not optimistic about Yuan Guang Technology, but it is basically certain to be arranged, so how it goes is uncertain, because I didn't subscribe, at most I will track and analyze in the circle during the gray market.

Generally, the stocks I subscribe to that fall in the gray market or on the first day, I will instead track and analyze more to help everyone reduce losses; for stocks that are very likely to rise, I will not track too much, everyone will just earn more or less, anyway, it's all profit!

Don't always think about selling at the highest point, that's a problem, it needs to be treated! Selling in batches is the optimal strategy!

4.

Haitian is very likely to come this Wednesday, the B head is said to be at least 730,000! Sanhua Intelligent Control should be on Thursday or Friday, in the current market, AH stocks are the trend, compared to IPOs, they are basically more certain, so there is not much analysis needed for these two, no disputes, a lot of analysis of common goods, no level of reflection, just follow the heat!

There is also Zhou Liufu, which I am also relatively optimistic about, it is expected to be listed around the 26th, it is a relatively optimistic stock in June.

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.