炒新謹防過度投機

　　□港澳資訊 陳曉棟

　　隨著全流通背景下的首只新股中工國際正式掛牌上市，接下來將會有更多精彩的好戲；中工國際當日股價從17元左右一度被狂拉到50元，收于31.97元，著實讓所有預測股價的機構“大跌眼鏡”。縱觀我國股市新股發行大部分股票當日股價都有著不俗的表現，其主要原因是由于我國新股的發行市盈率一般都遠低于市場平均水平，新股上市后估值自然向市場

水平靠攏，這就使得新股上市首日股價幾乎全部上漲，而且漲幅頗 高。再加上我國市場成熟度較低，市場投機心理較為嚴重，這些使得我國新股上市大都有較好的表現。但也并非完全如此；諸如G*ST天宏、*ST東海Ａ等股票，投機者可就難以如愿了，這些都是投機氛圍嚴重所造成的。

　　近日中工國際的上市也是讓人“大跌眼鏡”，當日漲幅達到332％，盡管大部分人預測該股后期將會連續跌停，但由于中工國際是在大盤初現縮量反彈的背景下上市，它的表現也還是說明了目前市場的一些情況：

　　一、該股的暴漲顯示了目前國內股市資金面非常充裕。二、中工國際的巨大賺錢效應將使更多資金蜂擁一級市場。在中工國際拉開“新老劃斷”新股申購序幕后，目前

　　總之，當目前大盤正處在二次上攻和對千七頭部回抽確認的十字路口，作為全流通第一新股中工國際的“上躥下跳”注定會被市場所矚目；而中工國際上市只是“大菜”前的“開胃涼盤”，中行發行的真正重頭戲還在后面；如果說中工國際上市還只能算攪亂了目前市場反彈的格局，那么中行發行上市才是最終市場走向的確定者。

　　部分上市首日漲幅較大個股市場表現一覽

　　首日(%)5日(%)30日(%)60日(%)120日(%)250日(%)至今(%)

　　000790G華神3857.003573.003710.003130.002708.002239.001591.68463.242.62

　　000819岳陽興長3385.002774.003300.003116.003400.003700.002964.6052.204.45

　　600393G東華3300.003170.003260.003363.002948.002436.001057.1019.931.69

　　600157魯潤股份2675.002298.002511.002627.003368.603082.402216.6094.123.58

　　600101明星電力2130.002072.002005.001664.002588.003549.801275.72-4.741.57

　　000811G冰輪2101.001870.002411.001754.002715.201863.802233.8322.952.39

　　000700G模塑2089.001991.002460.002108.001390.001832.002060.4898.691.07

　　600137*ST長控1745.001530.001449.001490.001666.401668.80501.20-6.28-0.52

　　000703世紀光華1619.001778.001652.001399.001441.801560.10433.00-23.442.29

　　000765*ST華信1494.001512.001398.001580.001518.002000.00530.98-20.440.00

　　000719ST鑫安1428.001365.001242.00921.00835.00999.00319.65-3.652.68

　　001696G宗申1344.001316.001472.001104.00733.301479.501880.8010.552.32

　　000675ST銀山1340.001385.001270.001430.002127.002375.202065.80-16.850.00

　　000677G海龍1236.001312.001212.001344.001225.001145.003206.0817.521.79

　　000805*ST炎黃1217.001165.001223.00860.001282.001289.0098.00-4.740.00

　　600786東方鍋爐1070.00937.00786.00823.00564.00581.004767.6812.405.81

　　000693*ST聚友1008.00992.001015.00749.00553.70693.40218.09-4.543.77

　　000838藍星石化944.00790.00869.00899.701063.501497.701105.10133.416.83

　　000809中匯醫藥906.001024.00830.00726.00736.00980.00432.0069.584.41

　　600783G魯信878.001020.00838.001203.00838.60933.50844.0545.402.30

　　000803金宇車城874.00953.001354.001370.001118.001137.50738.50-7.673.80

　　000835G圣達829.82583.24629.24493.57503.70589.86225.1339.363.32

　　600109成都建投770.00655.00613.00576.00720.001185.00553.00413.792.18

　　600139綿陽高新551.00473.00590.00782.001068.00904.20284.70-6.997.26

　　600345長江通信476.77466.50379.83437.29387.53264.6730.00126.451.78

　　000736*ST重實469.09389.39249.39219.09211.52422.73-2.06-18.45-0.54

　　000970G三環469.07471.87526.93484.00458.27735.951142.5637.966.93

　　600161G天壇429.48457.74390.91350.12396.31624.521100.4571.097.79

　　600551科大創新428.25412.50337.00355.50376.75425.2579.75196.354.42

　　600419G*ST天宏413.79383.10316.90281.38214.48191.38-12.92-3.111.54

　　000695G濱能410.00423.18503.18504.55297.09339.73888.0459.045.11

　　600290蘇福馬405.21362.29343.13299.17382.29395.63205.15-32.446.24

　　600247G物華404.17355.42363.54293.75376.46267.29172.4831.172.15

　　600070G富潤394.69261.27189.12171.19148.28252.36140.7839.821.32

　　000752西藏發展389.05299.70266.57222.19230.77299.41548.1158.133.07

　　000711G天倫383.86390.46314.43216.63214.35270.61111.31164.291.11

　　000806G銀河363.34347.80345.95318.07223.82154.73236.37227.901.19

　　000065G北方360.80339.70370.60278.14420.10431.50470.6040.322.15

　　600371華冠科技358.21360.81389.34389.91356.48211.31260.45151.484.24

　　000721西安飲食349.52312.38192.06138.10138.10226.67196.3550.033.06

　　600265景谷林業344.70333.53255.49281.50266.09212.3330.06106.931.90

　　000078G海王343.84388.99363.81406.72683.77597.57242.63-2.041.52

　　000938G紫光341.87340.77395.06649.53628.10635.0577.36756.902.66

　　600468G百利340.15317.88267.42216.67184.70160.76153.4356.673.33

　　600243青海華鼎339.56376.48394.51298.46374.51265.4919.3485.881.88

　　600057G夏新334.54217.38168.17184.65220.77485.33273.45-2.162.29

　　002051中工國際332.03249.8669.3912.56

　　600590G泰豪326.05359.87276.68272.06184.45144.75171.6432.452.05

　　002008大族激光324.89200.22171.52133.04112.6145.98398.6359.228.55

　　600378天科股份323.86280.09289.36363.53339.62175.4455.42348.432.80

　　000697咸陽偏轉323.36296.64425.38348.74281.48547.3914.90-5.361.55

　　000812陜西金葉319.39293.35221.10240.49240.08215.48113.1965.042.38

　　600796G生化317.15362.96241.33190.45177.97270.37622.6245.913.02

　　600373G鑫新311.57339.18388.81327.61345.52259.3380.1536.581.57

　　000988G華工310.23304.08349.36334.41433.48264.3172.3152.002.55

　　600100G同方309.42255.07154.11137.92345.41555.80597.2448.341.66

　　600356G恒豐308.46267.42268.12249.08123.55123.4144.3713.541.44

　　600288G大恒307.22303.33315.00242.89251.33145.6756.8632.311.71

　　600379寶光股份305.07286.23383.70352.90327.54246.0147.46302.392.19

　　600520三佳科技303.82250.44282.21282.65283.09159.1239.65252.542.15

　　600185G海星296.79361.54333.33307.91305.77387.189.8268.781.40

　　600381賢成實業293.13303.17329.23277.46193.13163.2024.10-4.743.46

　　000716南方控股292.53438.93326.93221.92213.92279.2015.51-9.882.95

　　000613*ST東海Ａ292.19230.63307.19260.63149.38147.19-34.6992.31-14.42

　　000977G浪潮285.34251.23288.72270.04268.22239.562.91147.451.33

　　600211西藏藥業283.33248.00213.00228.17257.33264.6789.50-32.993.56

　　000799酒鬼酒281.13255.88222.62235.75380.00332.81-26.04-5.481.96

　　000861海印股份277.46304.43280.35257.03202.50261.88122.7449.112.96

　　600122宏圖高科275.64405.30329.65284.27244.93197.2860.53125.871.82

　　600568潛江制藥270.10246.49254.12207.22102.1686.60-21.60-14.611.25

　　600444G國通269.78212.72247.51154.6782.5056.4665.7421.761.58

　　000723天宇電氣268.45228.45230.00155.17156.21187.9347.19110.082.87

　　000766*ST通金266.11277.59267.50319.09399.59308.02-7.73121.3121.20

　　600567G山鷹264.38234.64262.42291.83280.72160.1377.2621.071.46

　　600208G中寶264.20277.80247.80248.20203.00223.2019.97135.651.22

　　000705浙江震元264.04250.11187.64306.07276.99260.4070.86111.941.33

　　000070G特發263.29292.53273.29269.62240.51212.53-27.84-5.741.57

　　000858G

　　600363G聯創260.36297.90282.88291.74191.59182.1384.3945.202.03

　　000839G國安259.80294.36241.61285.19546.40495.771060.0755.214.02

　　數據來源：港澳資訊