Zijin Gold International, the most bizarre distribution method, many hu won big, but there are also concerns......

1. The article from the day before yesterday was taken down by our peers again.

① To add the most important point, because I'm afraid everyone might only read half and go for new investments:

Yesterday, we already sold off Aokesi $AUX ELECTRIC(02580.HK), making a profit of almost 10,000.

However, the article mentioned that if Aokesi drops significantly again, we might not necessarily go for new investments.

The reason is that Aokesi's half-year report released last Friday did not resolve the inventory issue.

Below is an excerpt from the New Stock Private Circle's interpretation of Aokesi's half-year report:

As a result, Aokesi dropped nearly 7 points yesterday and fell another 1.32% today, closing at 14.92 yuan.

So, don’t carve the boat to seek the sword—just because we bought at the same price last time doesn’t mean we’ll necessarily buy at the same price this time.

Because nothing remains static; everything is constantly changing. For example, after Aokesi released its half-year report, its score in Brother Cai’s rating system has dropped compared to before.

Therefore, in terms of operations, we can’t act the same as before. For instance, Brother Cai didn’t buy Aokesi today.

② Today, both Hong Kong and A-shares dropped significantly, with the Hang Seng Tech Index falling by three points.

At the close, one of Brother Cai’s famous new stock picks, a secondary new stock, fell back into the strike zone. Brother Cai immediately posted it in the New Stock Private Circle—partners, remember to check it out.

This secondary new stock is the one Brother Cai has made the most profit from this year—no other comes close!

2. Today, three new stocks announced their lottery results simultaneously.

Among them, the most bizarre is this wave’s hot favorite, Zijin Gold International $ZIJIN GOLD INTL(02259.HK).

Group A was fully drawn, but Group B was incredible—Group B heads got 4 lots, and the hammer directly got 188 lots this wave.

It’s one thing for Group A to be fully drawn, but the most bizarre thing this time is: All tiers in Group A had a lottery rate of around 50%.

Whether you applied for one lot in cash, small Group A (10 lots), medium Group A (150 lots), large Group A (300 lots), or Group A tail, your lottery rate was almost the same—around 50%.

This wave, those who tried to sneak into Group A tail lost badly, while those with multiple small Group A or cash applications won big.

Brother Cai has never seen such an allocation method before. The new stock method has added another playstyle—if you live long enough, you’ll see all kinds of bizarre things.

Because many new stocks recently adopted an equal allocation method, Group A tails crushed Group B, spoiling everyone. Now, many people’s strategies focus on Group A tails.

This wave, Group A tails are left crying without tears!

Brother Cai’s own subscription plan never leans toward Group A tails. Instead, it adopts a balanced strategy: multiple accounts for Group A tails + Group B.

Under this balanced strategy, we’ve never lost.

For Zijin Gold International, Brother Cai still chose the balanced strategy, and this wave, he allocated more to Group B than Group A tails, ensuring no mishaps—he got 13 lots of Zijin Gold.

Zijin’s unprecedented allocation method this wave is actually good for new stock applicants.

Previously, weren’t people complaining that Mechanism B new stocks were hard to win? Both small and large investors were about to give up on Hong Kong new stocks.

Now, with a single-lot lottery rate close to 50%, it’s a fair "equal distribution" method, especially beneficial for small investors.

However, Brother Cai is worried about one thing: This time, half of Group A numbers won the lottery—that’s no small number. Assuming 260,000 applicants, with 180,000 in Group A,

then 90,000 in Group A won the lottery, plus some national allocations. The selling pressure on Zijin Gold International won’t be small. Brother Cai has quietly lowered his expectations for the price increase.

For Botanicam $PATEO(02889.HK), Group A tails got 5 lots, while Group B heads only got 4 lots. The loss from Zijin Gold’s Group A tails was compensated by Botanicam.

This wave, Brother Cai was very lucky. Because the funds in the accounts were prioritized for Zijin Gold International, several accounts couldn’t join Group B, so they went for Botanicam’s Group A tails.

This was a happy accident—hitting the most cost-effective tier, Group A tails, and winning 16 lots.

For Botanicam, Brother Cai noticed many newly created accounts on a certain platform hyping it up, basically confirming they’re water armies. The company might be doing market cap management to smoothly enter the market next year.

Botanicam’s grey market price increase likely won’t be low—congrats on the gains.

Xipuni $HIPINE(02583.HK) is the hardest to win and least cost-effective new stock this wave.

The hammer only secured one lot, and one lot is only 2,900 yuan—totally not worth it.

Since Brother Cai’s funds were mostly used on Zijin Gold International and Botanicam, Xipuni was just a symbolic cash application—no win.

Monday at 4:15 PM (Botanicam’s grey market at 4:10 PM), three Mechanism B new stocks will gather, shining brightly. Whether big or small investors, at least one will win—Monday’s grey market will be lively.

All three new stocks should yield gains—probably the most retail-friendly day since the new stock allocation rules. Congrats again to those who won.

As usual, on grey market day, our new stock grey market strategy will be discussed in the New Stock Private Circle!