Rebirth of the Capital Legend

Chapter 196: The main line of 'lithium battery' that breaks through against the trend!
Su Yi looked at the 'Teli A' market which was shrinking and falling to the limit, as well as the shape and trend of all high-priced concept leaders.

Knowing that with the reversal of sentiment, an overall correction in market conditions is inevitable.

However, he also knows that the short-term market correction will not affect the continuation of the final rebound, but will instead become a good opportunity to increase positions.

It's just that the goal of increasing positions...

Su Yi's eyes searched the entire market for a long time, and finally landed on the main line of 'lithium battery' concept theme, which he already had a heavy position in.

The speculation of 'Teli A', the market's core leading stock, is over.

It will inevitably lead to an avalanche of short-term speculation in the entire market, and will also cause major popular concept sectors and their popular leading stocks to have a relatively obvious money-losing effect in the short term. In other words, the change in market investment sentiment has the effect of It is cyclical, and the end of the speculation in the stock of 'Teli A' is an important turning point in the change of market investment sentiment from long to short.

When the market enters into a period of bearish sentiment.

Both the intensity of short-term funds following the trend and the risk appetite of short-term investor groups will decrease.

In this way, there will be relatively few short-term concept speculation opportunities in the market, and it will be difficult to obtain excess profits.

They continued to dive, opening low and moving low, until they fell to a drop of more than 1%.

This took more than a month.

The main sector of 'Lithium Battery', driven by many core leading stocks such as 'Duofuoduo', 'Tianci Materials', 'Tianqi Lithium Industry', 'Ganfeng Lithium Industry', etc., actually fluctuated upward with continuous heavy volume. trend, bucked the trend and strengthened, becoming the core main line sector leading the market.

Under such trading logic, looking at the entire market, it is obvious that at this moment, the reversal of fundamentals has become a clear sign, the upward trend is good, and the 'lithium battery' main line sector with strong expectations for future performance has become a major issue. The capital group that retreats from the field of high-level concept stocks is the first area to attack.

However, the overall market is generally weak.

This is why in short-term trading...

It also refers to several core indexes such as Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index and ChiNext Index.

Because it is a stock with fundamental support and good performance.

Often, the main financial groups on the market will choose stocks and main line directions that are more certain and have strong fundamental support.

Even the internal chip structure is often not as clean as many small and mid-cap concept stocks, nor does it have as high flexibility as small and mid-cap concept stocks.

And during this period...

Just under Su Yi's attention.

A number of active capital groups in the two cities are also continuing to flow into this field.

"It seems that under the continuous jumps and expectations of continued price increases of 'lithium carbonate' and 'lithium hexafluorophosphate', the financial strength of the 'lithium battery' line is becoming more and more consistent." Su Yi paid close attention Following the changes in the trend of the entire 'lithium battery' main line sector, I did not immediately invest money to buy my favorite stocks, but secretly sighed, "The expectations are getting stronger and stronger, and it is almost time to get out of the main rising wave market, right?"

In the midst of the huge hype of 'Teli A'.

He started by building a position in the leading stock corresponding to the core main line of 'lithium battery'.

It is necessary to leave the market when the long sentiment is relatively consistent, and when investment sentiment and investment risk preferences take a turn for the worse, it is necessary to lower the profit expectations in the mind, which is the root cause of short positions and waiting.

This type of stock is relatively resistant to falling prices and has certain hedging properties.

And when the concept hype begins to ebb, investors' risk appetite decreases.

The fundamentals of the industry in the 'lithium battery' line, as well as the internal chip structure of the corresponding core stocks, as well as the main business of many leading stocks and the sales of related main products, have always been in a state of improvement. Until now ...The institutional capital groups and active hot money groups gathered in the entire 'lithium battery' main line sector are no longer a minority.

At 10:15 a.m., the price limit of 'Teli A' was still closed, and other stocks of 'Sichuan Province Jiuzhou', 'Baofeng Technology', 'Yishang Display', 'Three Gorges New Materials', 'Tonghuashun', 'LeTV'... ...when a number of popular leading stocks may continue to fall, or may also close their daily limits.

In other words, after more than a month of brewing emotions and market trends.

The 'lithium battery' line, no matter analyzed from the emotional, fundamental and financial aspects, has reached the stage of comprehensive market explosion caused by quantitative changes leading to qualitative changes.

Thinking about this...

Su Yi continued to wait patiently until 10:46.

That is, when the Shanghai Stock Index fell below 3500 points again, the two markets briefly entered a panic selling situation, and the index and many individual stocks generally fell rapidly.

He just started using his own account.

From the stock 'Teli A', almost 5 million was obtained from clearing positions and taking profits.

Make large-scale purchases in relatively active and core concept stocks such as 'Dangsheng Technology', 'Penghui Energy', and 'Western Mining', and make crazy use of large orders, or buy super large orders at low prices. Fully accept the panic selling chips that emerged on the market.

As for why he did not continue to increase his position in the four main 'lithium battery' sectors of 'Polyfluoride', 'Tianci Materials', 'Apocalypse Lithium' and 'Ganfeng Lithium', the trend is the sharpest. On the market, The combined strength of bull funds is the strongest, and core leading stocks have very strong fundamentals and performance expectations.

This is because his holdings in these four stocks have reached about 4% of their total market value.

If we continue to increase our positions.

If you're not careful, you may directly hit the holding line of its stock.

Once he reaches the sign-raising line, not only exposing his position in advance, it will also affect his subsequent exit plan.

After all, if you hold more than 5% of the company's shares, you are one of the company's major shareholders. According to regulatory rules, as a major shareholder holding more than 5% of the company's shares, in the secondary market, whether you buy or sell, you must make an announcement in advance. .

There is another aspect...

That is the size of his position in these four core leading stocks, if it continues to expand.

Even if the 5% mark-up line is not touched, given the market liquidity of these four stocks, it will be difficult for him to leave the market in time if there is an emergency.

Diversify investments and positions.

It can effectively avoid the problem of insufficient liquidity in individual stocks.

At the same time, although the core logic of the stocks he chose is not as good as the four stocks of 'Dofluoro', 'Tianci Materials', 'Tianqi Lithium' and 'Ganfeng Lithium', they can still be regarded as the whole The 'Lithium Battery' main line sector has the most active stocks, and the combined strength of funds on the market is strong, which can generally outperform the leading followers of the 'Lithium Battery' sector index.

In other words, as long as the four core leading stocks of 'Polyfluoride', 'Tianci Materials', 'Tianqi Lithium Industry' and 'Ganfeng Lithium Industry' can achieve great heights. Then, the trends of the stocks with the same concept and theme that he subsequently increased his position in will not be much worse.

He can also capture sufficient profits from the explosion of the core main line of 'lithium batteries'.

Along with his aggressive buying of these stocks.

Visible to the naked eye...

The market trend of the three stocks of 'Penghui Energy', 'Dangsheng Technology' and 'Western Mining' is getting better and better, with more and more net inflows of main funds, and the stock prices have shown a trend of rising both volume and price.

Especially the stock 'Penghui Energy'.

Since this is a new issue, the internal chip structure is relatively clean and there is not much selling pressure.

Su Yi only used more than 2000 million yuan to buy the stock price of this check from 2 points underwater to an increase of almost 5 points.

"Mr. Lu, the 'lithium battery' line has begun to lead the market again."

When Su Yi continued to increase his position and bought up core stock chips in the 'lithium battery' line, in the Financial Sector Commercial Building a few hundred meters away from the 'Financial Street Fuxing Road' sales office where he traded, 'Jufeng Within the asset management company, in the Jufeng Future Growth fund trading room, trader Yu Xiaolu excitedly reported to the fund manager Lu Xiangxiang.

"It's really not easy to break through against the trend." Lu Xiangxiang had already seen the market trend of the entire 'lithium battery' main line sector. She stared at the big screen in the trading room and exhaled the breath she was holding in her heart. She was equally happy. Authentic, "The combined force of funds from all walks of life in the market on this line is getting stronger and stronger, and I feel that it is going to take the main upward trend."

"It's long past time for the main upward trend." Yu Xiaolu said, "According to the quotations of 'Business Club' published online, the prices of 'lithium carbonate' and 'lithium hexafluorophosphate' jumped by 5% yesterday, hitting a three-year high. I even heard that the two leading companies in the industry, 'Polyfluoride' and 'Ganfeng Lithium Industry', have temporarily stopped quoting external prices. I also heard that the supply of the main products of these two companies has exceeded demand. Many Downstream manufacturers are all waiting in line.”

Lu Xiangxiang smiled and said: "You don't need to hear it, it is actually the case."

"Has the wave of 'new energy' finally arrived?" Yu Xiaolu said excitedly.

Lu Xiangxiang nodded and said: "The latest news, according to last month's new energy passenger vehicle sales data, both month-on-month and year-on-year, there was an increase of more than 50%, which illustrates the supply and demand relationship in the entire industry. , the balance has indeed been broken.

And when several major lithium industry giants in the periphery are unable to add new production capacity in a short period of time.

With the explosion of the new energy vehicle market, the gap between domestic supply and demand is expected to not only not decrease, but will continue to expand in the short term.

In other words, this round of rapid price increases for 'lithium carbonate' and 'lithium hexafluorophosphate'.

There is a high probability that it will not stop, and it will not be a short-term behavior.

It is expected to have sustained price increases.

And this is enough to support leading stocks such as 'Duofuo', 'Tianci Materials', 'Tianqi Lithium' and 'Ganfeng Lithium', and they have embarked on a magnificent market. "

"I hope this gust of wind can come more violently." Yu Xiaolu said excitedly.

Because in this more than a month, heavy positions have been placed on the market trend of the core concept of 'lithium battery', the main line sector.

This is their company’s main fund product.

It has basically repaired the huge decline during the 'Stock Market Crash 2.0' and significantly outperformed the recent market index performance.

Almost at the same time.

When both of them expressed very positive and optimistic sentiments about the main line market trend of 'lithium battery'.

In the same Magic City Financial City, Su Yi took over the job of 'Bloomy Capital'.

In its fund trading department, which mainly focuses on 'new energy investment', the fund manager Zhou Sheng, who is in charge of the 'new energy mixed selection' fund products, also clearly discovered that the concept of 'lithium batteries' was going against the trend. A breakthrough is a sign that the combined force of funds on the market is rapidly increasing.

"Xiaotian, this position can be used to increase positions."

After a brief reflection, Zhou Sheng gave instructions to Tian Xiaohui, the fund product trading team leader next to him.

Tian Xiaohui was stunned and asked: "Manager, the increase in positions you are talking about is the 'lithium battery' sector?"

"Nonsense, of course it's this sector." Zhou Sheng said, "'Dofluoro', 'Ganfeng Lithium', 'Tianci Materials', 'Tianqi Lithium'... these stocks have all rebounded to new highs. , and it can be seen that the intensity of funds from all walks of life is getting stronger and stronger, which shows that the investment logic of this line has been generally recognized and jointly supported by many funds in the entire market.”

"But isn't the market index still falling?" Tian Xiaohui said hesitantly.

Zhou Sheng squinted at the trend pattern of the index and said: "Today the index was only brought down by the 'Special A' check and the negative external trends, but the overall trend of the rebound has not been destroyed, and it has not been destroyed. There is a critical time point when the IPO is about to restart. Regulators will still protect the market. The entire market will not experience a liquidity crisis like the previous one. As long as there is no liquidity crisis in the market, there will definitely be mainline investment opportunities. .

There is no doubt that……

At present, the core line of 'lithium battery' is such a main line investment opportunity.

The original investment theme of our fund is focused on 'new energy'. Now that such a buying opportunity has come, it would be a mistake to miss it again. "

"Okay!" Although Tian Xiaohui has not yet figured out the investment logic of the 'lithium battery' line.

But since the leader made strong demands, he could only obey.

So, he nodded, and without waiting for Zhou Sheng to continue his instructions, he immediately conveyed the relevant trading instructions to the traders behind him.

Immediately afterwards, when the transaction order is fully communicated.

Tens of millions of buying funds quickly flowed from the hands of traders into popular stocks with relevant weights on the main line of 'lithium batteries'.

Later, under the concentrated attack of these incremental buying funds groups and the rush to raise funds.

The 'Lithium Battery' concept main line sector index also includes 'Tianci Materials', 'Tianqi Lithium Industry', 'Duofuoduo', 'Ganfeng Lithium Industry', 'Penghui Energy', 'Dangsheng Technology', 'Western Mining'... and many other related stocks have continued to increase in volume. In the weak performance of the market index, they have successively set new highs on the market, as well as new highs in this round of rebound.

Even like 'Dofluorodo', the core leading stock in the sector that has been speculated by major funds from all parties before.

It is even more so amid the increasing attacks on buying funds.

With an extremely tyrannical attitude, it regained the high point of the bull market in June and set a new historical high. It has great potential to take over the core leader of 'Teli A', gather the attention of investors in the whole market, and thus single-handedly reverse the market sentiment and The market decline has guided the entire market's active capital groups to accelerate the inflow into the 'lithium battery' main line sector, gathering momentum for speculation.

(End of this chapter)