最近有朋友告跟我說,不少新股都破發(fā)了。
例如:
譽粲豐控股
第一服務(wù)控股
先聲藥業(yè)
不過破發(fā)并不等于虧錢,你可能不知道,我之前中簽了譽粲豐控股,不僅沒有虧損,反而還賺了幾百塊:

不知道你注意到上圖中的委托時間:16:15:10
暗盤一開盤,就跑!
無獨有偶,昨天先聲藥業(yè)暗盤開盤價14.5,相對于招股定價其實有將近6%的漲幅。
這里有沒有什么規(guī)律?
正好最近整理了AIPO暗盤數(shù)據(jù),就做了一下統(tǒng)計,時間區(qū)間【2018-01-04到2020-10-19】。
所有新股:

| 超額認購倍數(shù)區(qū)間 | 發(fā)行數(shù)量(只) | 暗盤開盤上漲比例 | 暗盤收盤上漲比例 | 首日開盤上漲比例 | 首日收盤上漲比例 |
|---|---|---|---|---|---|
| [-1,0) | 46 | 28.26% | 34.78% | 32.61% | 30.43% |
| [0,1) | 33 | 42.42% | 48.48% | 39.39% | 45.45% |
| [1,5) | 54 | 66.67% | 64.81% | 64.81% | 59.26% |
| [5,10) | 56 | 80.36% | 78.57% | 66.07% | 62.50% |
| [10,15) | 50 | 76.00% | 68.00% | 64.00% | 64.00% |
| [15,30) | 64 | 67.19% | 51.56% | 43.75% | 46.88% |
| [30,50) | 30 | 73.33% | 63.33% | 56.67% | 60.00% |
| [50,100) | 32 | 75.00% | 53.12% | 43.75% | 53.12% |
| [100,200) | 35 | 88.57% | 80.00% | 74.29% | 60.00% |
| [200,500) | 31 | 93.55% | 83.87% | 83.87% | 70.97% |
| [500,…) | 35 | 100.00% | 91.43% | 80.00% | 88.57% |
募資額大于5億的新股:

| 超額認購倍數(shù)區(qū)間 | 發(fā)行數(shù)量(只) | 暗盤開盤上漲比例 | 暗盤收盤上漲比例 | 首日開盤上漲比例 | 首日收盤上漲比例 |
|---|---|---|---|---|---|
| [-1,0) | 41 | 29.27% | 34.15% | 31.71% | 29.27% |
| [0,1) | 22 | 27.27% | 40.91% | 31.82% | 40.91% |
| [1,5) | 25 | 68.00% | 56.00% | 60.00% | 60.00% |
| [5,10) | 13 | 69.23% | 76.92% | 53.85% | 46.15% |
| [10,15) | 8 | 75.00% | 50.00% | 37.50% | 37.50% |
| [15,30) | 1 | 0.00% | 0.00% | 0.00% | 0.00% |
| [30,50) | 5 | 80.00% | 60.00% | 60.00% | 60.00% |
| [50,100) | 8 | 75.00% | 62.50% | 62.50% | 62.50% |
| [100,200) | 10 | 100.00% | 100.00% | 100.00% | 100.00% |
| [200,500) | 8 | 100.00% | 100.00% | 100.00% | 87.50% |
| [500,…) | 18 | 100.00% | 88.89% | 77.78% | 88.89% |
包銷商包括國際大投行的新股:

| 超額認購倍數(shù)區(qū)間 | 發(fā)行數(shù)量(只) | 暗盤開盤上漲比例 | 暗盤收盤上漲比例 | 首日開盤上漲比例 | 首日收盤上漲比例 |
|---|---|---|---|---|---|
| [-1,0) | 18 | 27.78% | 27.78% | 27.78% | 16.67% |
| [0,1) | 10 | 30.00% | 50.00% | 40.00% | 50.00% |
| [1,5) | 17 | 64.71% | 52.94% | 58.82% | 70.59% |
| [5,10) | 9 | 55.56% | 77.78% | 55.56% | 44.44% |
| [10,15) | 3 | 66.67% | 66.67% | 66.67% | 66.67% |
| [15,30) | 1 | 0.00% | 0.00% | 0.00% | 0.00% |
| [30,50) | 1 | 100.00% | 100.00% | 100.00% | 100.00% |
| [50,100) | 4 | 75.00% | 50.00% | 75.00% | 50.00% |
| [100,200) | 6 | 100.00% | 100.00% | 100.00% | 100.00% |
| [200,500) | 5 | 100.00% | 100.00% | 100.00% | 100.00% |
| [500,…) | 10 | 100.00% | 90.00% | 80.00% | 90.00% |
配售金額小于0.3億的新股:

| 超額認購倍數(shù)區(qū)間 | 發(fā)行數(shù)量(只) | 暗盤開盤上漲比例 | 暗盤收盤上漲比例 | 首日開盤上漲比例 | 首日收盤上漲比例 |
|---|---|---|---|---|---|
| [-1,0) | 17 | 29.41% | 29.41% | 41.18% | 29.41% |
| [0,1) | 2 | 100.00% | 100.00% | 100.00% | 100.00% |
| [1,5) | 19 | 73.68% | 68.42% | 63.16% | 57.89% |
| [5,10) | 38 | 86.84% | 78.95% | 73.68% | 68.42% |
| [10,15) | 35 | 82.86% | 82.86% | 80.00% | 74.29% |
| [15,30) | 31 | 87.10% | 70.97% | 58.06% | 61.29% |
| [30,50) | 13 | 84.62% | 84.62% | 84.62% | 84.62% |
| [50,100) | 10 | 80.00% | 60.00% | 40.00% | 70.00% |
| [100,200) | 3 | 100.00% | 100.00% | 66.67% | 66.67% |
| [200,500) | 4 | 100.00% | 75.00% | 75.00% | 50.00% |
| [500,…) | 1 | 100.00% | 100.00% | 100.00% | 100.00% |
時間區(qū)間內(nèi)各個配售比例下新股的勝率情況:

| 公開配售比例區(qū)間 | 發(fā)行數(shù)量(只) | 暗盤開盤上漲比例 | 暗盤收盤上漲比例 | 首日開盤上漲比例 | 首日收盤上漲比例 |
|---|---|---|---|---|---|
| [0,5) | 31 | 25.81% | 25.81% | 32.26% | 32.26% |
| [5,10) | 39 | 53.85% | 64.10% | 48.72% | 48.72% |
| [10,15) | 143 | 76.22% | 72.73% | 68.53% | 68.53% |
| [20,25) | 30 | 66.67% | 73.33% | 63.33% | 63.33% |
| [25,30) | 6 | 50.00% | 50.00% | 50.00% | 50.00% |
| [30,35) | 81 | 64.20% | 46.91% | 38.27% | 38.27% |
| [40,45) | 40 | 82.50% | 62.50% | 52.50% | 52.50% |
| [50,55) | 87 | 89.66% | 79.31% | 73.56% | 73.56% |
可以明顯看到,暗盤開盤勝率優(yōu)于收盤。
尤其是配售金額小于0.3億的新股,幾乎就沒有多少不能買的。
如果有,那就是你跑得不夠 ^_^
附表【配售金額小于0.3億的新股】
| 代碼 | 名稱 | 超額認購 | 上市日期 | 暗盤開盤漲幅 | 暗盤收盤漲幅 | 首日開盤漲幅 | 首日收盤漲幅 |
|---|---|---|---|---|---|---|---|
| 02115 | 捷心隆 | 12.47 | 2020-10-15 | 119.44% | 177.78% | 222.22% | 213.89% |
| 01582 | 華營建筑 | 8.87 | 2019-10-16 | 80.00% | 128.00% | 127.00% | 15.00% |
| 01553 | 邁科管業(yè) | 7.27 | 2019-12-18 | 10.53% | 117.11% | 66.67% | -5.70% |
| 00924 | 坤集團 | 12.36 | 2019-07-05 | 72.00% | 112.00% | 100.00% | 132.00% |
| 08136 | 英馬斯集團 | 13.96 | 2018-01-25 | 52.00% | 108.00% | 42.00% | 100.00% |
| 06063 | 智中國際 | 13.15 | 2020-04-15 | 20.00% | 108.00% | 100.00% | 176.00% |
| 01455 | 科利實業(yè)控股 | 6.7 | 2020-09-15 | 132.50% | 102.50% | 137.50% | 230.00% |
| 08547 | PACIFIC LEGEND | 2.45 | 2018-07-18 | 76.67% | 100.00% | 110.00% | 0.00% |
| 08223 | 紫元元 | 13.62 | 2018-07-09 | 34.21% | 88.16% | 82.89% | 106.58% |
| 01408 | 濠江機電 | 7.99 | 2020-09-11 | 39.00% | 85.00% | 110.00% | 186.00% |
| 01843 | 快餐帝國 | 12.68 | 2019-10-23 | 92.31% | 84.62% | 83.08% | -6.15% |
| 08043 | ATLINKS | 10.4 | 2018-01-19 | 50.00% | 82.00% | 60.00% | 140.00% |
| 01723 | 港亞控股 | 5.47 | 2018-09-27 | 17.00% | 68.00% | 150.00% | 112.00% |
| 08619 | WAC HOLDINGS | 12.56 | 2018-09-17 | 25.00% | 67.50% | 77.50% | 245.00% |
| 08140 | 人和科技 | 11.6 | 2018-07-12 | 53.33% | 65.00% | 53.33% | 63.33% |
| 01936 | RITAMIX | 4.33 | 2020-05-13 | 42.00% | 62.00% | 101.00% | 176.00% |
| 08606 | 倢冠控股 | 9.89 | 2018-07-16 | 53.33% | 60.00% | 60.00% | 133.33% |
| 08659 | 易和國際控股 | 10.3 | 2020-07-13 | 45.00% | 57.50% | 65.00% | 90.00% |
| 01967 | 信懇智能 | 11.88 | 2019-10-18 | 74.00% | 57.00% | 60.00% | 70.00% |
| 01968 | 興紡控股 | 13.5 | 2018-07-16 | 22.32% | 53.57% | 65.18% | 156.25% |
| 08512 | 凱富善集團控股 | 2.57 | 2018-07-19 | 22.03% | 52.54% | 57.63% | 86.44% |
| 08367 | 倩碧控股 | 13.79 | 2018-02-26 | 96.43% | 49.09% | 60.71% | -1.78% |
| 06093 | 和泓服務(wù) | 4.31 | 2019-07-12 | 16.41% | 48.44% | 42.19% | 34.37% |
| 01953 | RIMBACO | 14.9 | 2020-04-28 | 60.00% | 45.00% | 45.00% | 18.75% |
| 01960 | TBKS HLDGS | 8.6 | 2019-09-30 | 38.00% | 44.00% | 38.00% | 60.00% |
| 01463 | C-LINK SQ | 10.15 | 2020-03-27 | 25.40% | 42.86% | 73.02% | 36.51% |
| 08611 | MINDTELL TECH | 7.15 | 2018-10-22 | 61.29% | 40.32% | 54.84% | 16.13% |
| 08527 | 聚利寶控股 | 9.8 | 2018-05-09 | 18.00% | 40.00% | 80.00% | 100.00% |
| 01930 | 勛龍 | 5.01 | 2019-06-28 | 10.23% | 39.80% | 44.32% | 34.09% |
| 01376 | RAFFLESINTERIOR | 13.17 | 2020-05-07 | 56.00% | 36.00% | 48.00% | 26.00% |
| 00368 | 德合集團 | 9.73 | 2020-07-17 | 58.73% | 33.33% | 11.11% | 11.11% |
| 08516 | 廣駿集團控股 | 13.0 | 2018-10-15 | 12.50% | 32.50% | 25.00% | 87.50% |
| 08219 | 恒偉集團控股 | 13.66 | 2018-07-12 | 8.00% | 32.00% | 32.00% | 98.00% |
| 01163 | 虎視傳媒 | 5.18 | 2020-07-10 | 9.30% | 30.23% | 22.09% | 24.42% |
| 09929 | 澳達控股 | 4.57 | 2020-02-14 | 24.00% | 30.00% | 32.00% | 2.00% |
| 01949 | PLATT NERA | 12.67 | 2019-07-16 | 28.00% | 29.60% | 38.40% | 24.00% |
| 02360 | 優(yōu)品360 | 9.92 | 2019-01-11 | 15.00% | 28.00% | 24.00% | 17.00% |
| 01748 | 信源企業(yè)集團 | 3.76 | 2018-09-26 | 1.33% | 20.00% | 13.33% | 0.67% |
| 08607 | 納尼亞集團 | 9.3 | 2019-02-26 | 22.50% | 18.75% | 20.00% | 10.00% |
| 08391 | 精雅印刷集團 | 6.94 | 2018-05-11 | 33.33% | 16.67% | 25.00% | 5.00% |
| 01425 | 捷隆控股 | 12.96 | 2019-11-28 | 27.50% | 16.30% | 20.00% | 3.75% |
| 03928 | S&T HLDGS | 6.21 | 2019-09-19 | 26.17% | 14.95% | 25.23% | 14.02% |
| 08487 | ISP GLOBAL | 10.0 | 2018-01-16 | 22.86% | 14.28% | 14.29% | 122.86% |
| 08509 | 威揚酒業(yè)控股 | 12.5 | 2018-01-12 | 6.67% | 13.33% | 25.33% | 6.67% |
| 01895 | 鑫苑服務(wù) | 5.01 | 2019-10-11 | 40.87% | 12.98% | 34.62% | 41.83% |
| 08287 | 百家淘客 | 14.04 | 2018-01-18 | 25.58% | 12.79% | 8.14% | -12.78% |
| 01842 | 植華集團 | 7.29 | 2019-06-28 | 6.00% | 8.00% | 8.00% | 14.00% |
| 08479 | 金泰豐國際控股 | 12.0 | 2018-01-17 | 4.00% | 8.00% | 0.00% | 24.00% |
| 08540 | 勝利證券 | 6.47 | 2018-07-16 | 16.80% | 8.00% | 8.00% | 4.00% |
| 02346 | 星宇控股 | 10.38 | 2019-05-16 | 13.00% | 8.00% | 14.00% | 11.00% |
| 01781 | 新昌創(chuàng)展控股 | 9.25 | 2018-10-04 | 30.00% | 7.27% | 9.09% | 15.45% |
| 01762 | 萬咖壹聯(lián) | 2.26 | 2018-12-21 | 0.00% | 6.46% | 1.40% | -15.72% |
| 01950 | 深藍科技控股 | 11.47 | 2020-03-12 | 25.00% | 5.77% | -3.85% | -1.92% |
| 03302 | 光控精技 | 3.7 | 2018-07-18 | 9.40% | 5.13% | 11.97% | 5.13% |
| 01412 | 雋思集團 | 5.81 | 2020-01-16 | 6.78% | 5.08% | -2.54% | -6.78% |
| 08350 | 駿溢環(huán)球金融 | 8.08 | 2018-01-12 | 7.50% | 5.00% | 10.00% | 3.75% |
| 08493 | 龍皇集團 | 10.84 | 2018-01-16 | 0.00% | 4.28% | 4.29% | 1.90% |
| 01731 | 其利工業(yè)集團 | 3.27 | 2018-07-13 | 3.37% | 2.25% | 2.25% | 25.84% |
| 06162 | 天瑞汽車內(nèi)飾 | 6.15 | 2019-01-15 | 24.00% | 2.00% | 0.00% | -0.80% |
| 01820 | 濟豐包裝 | 3.03 | 2018-12-21 | 2.76% | 1.80% | -11.80% | 0.00% |
| 01790 | 達力環(huán)保 | 5.32 | 2018-11-29 | 18.97% | 1.70% | 5.17% | -1.71% |
| 01034 | 富匯建筑控股 | 11.4 | 2018-10-30 | 25.00% | 1.60% | 9.37% | 43.75% |
| 02885 | 彼岸控股 | 5.13 | 2019-01-11 | -7.20% | 1.60% | -11.20% | -25.60% |
| 08313 | 杰地集團 | 6.79 | 2018-01-16 | 12.50% | 1.56% | 3.13% | 1.56% |
| 01542 | 臺州水務(wù) | 4.47 | 2019-12-31 | 2.84% | 1.42% | 0.00% | 0.00% |
| 01845 | 維港環(huán)??萍?/td> | 1.35 | 2019-01-03 | 4.55% | 1.14% | 2.27% | 2.27% |
| 01759 | 中油潔能控股 | 6.42 | 2018-12-28 | 3.57% | 1.07% | 0.36% | 1.43% |
| 08501 | 莊皇集團公司 | 7.56 | 2018-01-04 | 9.62% | 0.64% | 2.56% | 9.62% |
| 01851 | 銀杏教育 | 1.62 | 2019-01-18 | 4.17% | 0.00% | -1.39% | -6.25% |
| 01156 | CHINANEWENERGY | 8.44 | 2020-07-15 | 42.86% | 0.00% | 22.45% | -28.57% |
| 01939 | 東京中央拍賣 | 5.69 | 2018-10-11 | 7.33% | 0.00% | 0.00% | 4.00% |
| 08601 | 寶燵控股 | 12.1 | 2018-09-13 | 15.00% | 0.00% | 2.50% | -7.49% |
| 01741 | 日贏控股 | 4.0 | 2018-10-16 | 4.00% | -0.80% | -2.39% | 0.80% |
| 01743 | 蒼南儀表 | 2.32 | 2019-01-04 | -0.63% | -1.01% | -5.06% | -9.75% |
| 01540 | 澳獅環(huán)球 | 9.6 | 2018-10-08 | 38.00% | -2.00% | -2.99% | -15.99% |
| 09986 | 大山教育 | 3.09 | 2020-07-15 | -2.40% | -4.00% | -5.60% | -10.40% |
| 01343 | 偉源控股 | 3.79 | 2020-03-12 | 8.33% | -4.17% | 45.83% | 64.58% |
| 02798 | 久泰邦達能源 | 7.51 | 2018-12-12 | 2.94% | -5.88% | -8.81% | 0.00% |
| 01943 | 銀濤控股 | 2.23 | 2019-06-28 | -18.00% | -18.00% | -18.00% | -7.00% |
| 01796 | 耀高控股 | 11.99 | 2018-12-31 | -5.71% | -18.10% | -15.23% | -6.67% |
注意:這里的暗盤開盤漲幅計算所的價格,用的是所有買入的訂單的總價除以總股數(shù)得出的均值(畢竟有買入訂單,我們才有賣出的機會),可能和軟件中的暗盤開盤價的數(shù)值不完全一致。