In the first quarter, funds piled up to build positions, and new shares were exposed.
This morning, Memsensing Microsystems (Suzhou China) Co.Ltd(688286) opened 20cm lower limit, with 7 transactions and a transaction amount of 23100 yuan. Compared with the previous trading day, the market value of Memsensing Microsystems (Suzhou China) Co.Ltd(688286) opening fell by more than 400 million yuan. On the limit board, there are 30 hands that have not been traded. It can be said that the stock was hit with a limit by the selling price of 37 hands, and it happened that there was no higher price buying at this time, and there were only 7 hands with a limit price, resulting in the transaction of 7 hands with a limit price, and the remaining 30 hands with a limit price list were still hung at the limit. As of midday closing, Memsensing Microsystems (Suzhou China) Co.Ltd(688286) fell 4.55%.
such a low selling price leads to the limit, which is rare in the history of A-Shares public information shows that Memsensing Microsystems (Suzhou China) Co.Ltd(688286) is a semiconductor chip design company focusing on the R & D and sales of MEMS sensors. At present, the main product lines include MEMS microphone, MEMS pressure sensor and MEMS inertial sensor.
Memsensing Microsystems (Suzhou China) Co.Ltd(688286) weakness has lasted for a long time. The company was listed on the science and innovation board in August 2020, with a maximum of nearly 250 yuan on the first day. Subsequently, the stock continued to callback, and the recent stock price has frequently hit a record low.
11 new shares won the fund’s Lightspeed position
Over the past period of time, the market has experienced a storm. The Shanghai stock index fell below 3000 points, the Kechuang 50 index fell below 1000 points, and the breaking rate of secondary new shares hit a new high in the past decade. During this period, some secondary new shares have been heavily established by mainstream funds. What is the mystery behind it? Can the market outperform in the future?
With the disclosure of the first quarterly report of the fund, the heavy positions of the fund also surfaced. According to the statistics of securities times · databao, among the stocks without heavy fund positions in the annual report, 11 stocks have heavy fund positions in the first quarterly report, and the stock market value at the end of the period exceeds 100 million yuan.
The above-mentioned stocks are all new shares listed this year. The latest listing date is Wright optoelectronics, which is March 18. These new shares are mostly popular track stocks. For example, Jingke energy is the leader of the photovoltaic industry. Dongwei semiconductor is a technology driven semiconductor enterprise focusing on the R & D and sales of high-performance power devices. Its products focus on medium and high-power application fields such as industry and automobile.
Just a few months after a company goes public, it can get a large number of institutions to spend a lot of money to build positions quickly, which reflects the quality of the company to a certain extent. Take Wright optoelectronics as an example. The company was listed on March 18. In a total of 10 trading days, it was robbed by institutions to raise more than 120 million yuan, holding 6.83 million shares, accounting for 20.9% of the circulating shares. In addition to Wright optoelectronics, the positions of sub IPO funds such as Jingke energy, Dongwei semiconductors, adopting shares and China catalyst accounted for more than 20% of the circulating shares in the first quarter. For the adopted shares listed in January, the fund position accounted for nearly 32% of the circulating shares.
from the market value of positions at the end of the period, Jingke energy ranked first, with 129 funds holding more than 3.3 billion yuan in the first quarter public information shows that it is a world-renowned manufacturer of photovoltaic products with photovoltaic industry technology as the core. In addition, the stock market value of individual stock funds such as Dongwei semi guide, adoption shares and Huaqin technology in the first quarter exceeded 300 million yuan.
high growth secondary new shares sought after by the Fund
The high growth of new shares in the high boom track is an important factor favored by institutions. Among them, Dongwei semi guide’s first quarterly net profit increased by nearly 130% year-on-year, and the first quarterly net profit of individual stocks such as Huaqin technology, Han’s CNC, Aojie technology-u and Jingke energy increased by more than 70% year-on-year these new shares have also been rated by many institutions. Among them, Jingke energy was rated by 15 agencies, which unanimously predicted that the growth rate of this year, next year and 2024 would reach 142.21%, 62.8% and 28.28% respectively. In addition, individual stocks such as China catalyst, Sanyuan biology, Dongwei semi guide and adoptive shares are rated by more than 5 institutions.
The market performance of some new shares is impressive. Jingke energy doubled on the first day of listing, and kept hitting new highs in the future. The latest price is still much higher than the closing price of listing. In addition, stocks such as Dongwei semiconductors and Huaqin technology also showed good resistance to decline. Some stocks are still falling after being supported by institutions. Aojie technology-u, which broke sharply on the first day, hit a new low yesterday, and its closing price fell nearly 63% from the issue price yesterday.
