Rebirth of the Capital Legend

Chapter 214 The 'Hunter' lurking on the board!
And while he continued to build a position in the stock 'Kewan Real Estate'.

In the main direction of the 'new energy industry chain', whether it is the market sales volume and demand of 'new energy passenger vehicles', or the main line field of 'lithium batteries', there is a gap in the upstream raw materials end, and there are two major areas: 'lithium carbonate' and 'lithium hexafluorophosphate' The prices of major products have all shown a surge.

This has resulted in countless investor groups both inside and outside the market.

There are also many investment institutions, industrial investment funds, and active hot money players in the industry, who have further gathered to speculate in the main direction of the 'new energy industry chain'.

At the same time, sales in the domestic 'smartphone' market are back on a growth trajectory.

In the market, the core main line of 'consumer electronics' continues to strengthen, and has become a core and popular main line area where various financial groups gather for speculation.

"The core main line of 'lithium battery' has been really strong recently and has reached a new high."

After the closing of the two cities, we saw the Shanghai Stock Index return to 3500 points, and the concept sectors related to the 'new energy industry chain', especially the 'lithium battery' concept sector, continued to hit new rebound highs, and 'polyfluoropolymer', 'Tianqi Lithium Industry' ', 'Ganfeng Lithium Industry', and 'Tianci Materials' stocks all broke through the bull market highs in June and hit record highs. In the main hot money group of the 'Modu Super Short Gang' where Su Yi belongs, Xu Qiao A heartfelt sigh came out.

"There is no one strongest main line in the market." Lao Zhang responded, "Fortunately, I saw that the trend was wrong before and quickly got back the lost chips. Otherwise, this market wave would have been completely lost."

"In terms of market news, the prices of 'lithium carbonate' and 'lithium hexafluorophosphate' are still rising. They are completely beyond everyone's previous expectations." Lao Wu said, "According to the latest quotation from Business News, the price of 'lithium carbonate' , has soared to around 85000, a surge of more than 9% compared to the end of September.”

"So, even if the market price of the core line of 'lithium battery' has generally doubled, it has just begun?" Xu Qiao said with a little surprise, "I don't ask for 5 to 10 times the space. , it would be very satisfying to have room for three or four times the growth.”

"Perhaps Brother Su is in urgent need of money and has just reduced some of his positions." Lao Zhang said, "I heard that Brother Su is starting a business and plans to open a private equity investment company."

"The 'real estate' sector has been a bit weak in recent trading days." Xu Qiao added during the review, "'Lithium Batteries', 'Consumer Electronics', 'Film and Television Media', 'Internet Finance'... I feel that the market has returned to the style-oriented trend of "small and medium-sized enterprises". "

Xu Qiao chuckled and said, "Not only did I get the money back, but I also received a lot of financing."

Lao Wu pondered for a while and said: "According to the previous profit and loss data of various companies with the price of 'lithium carbonate' being around 4, our cost should be around 4. This is released by the current production capacity of each company, superimposed The growth rate of the main products should be calculated. ”

"I don't dare to raise funds," Lao Zhang said, "but I dare to have a full position."

"The 'consumer electronics' line has actually been quite strong recently," Lao Wu said. "And I heard market rumors that the Su brothers have divided their positions into this main line."

"What is even more exaggerated is the price trend of 'lithium hexafluorophosphate'." Lao Zhang said, "the price of 'lithium hexafluorophosphate' has exceeded 12."

Brother Chen responded: "The expected logic of 'consumer electronics' is not as smooth as the core line of 'new energy industry chain'. I feel that the Su brothers will not branch out into the 'consumer electronics' field, right? And in the near future, 'consumer electronics' 'There are many popular stocks on the Dragon and Tiger List in the main line, but there is no trace of the Su brothers' "Financial Street Fuxing Road" trading seat!"

Xu Qiao said: "It's not a plan. It seems that the registration has been successful and is in the preparation stage."

"Let me go...you are too radical," Lao Zhang said in shock, "You dare to raise funds?"

"There is no doubt..." Lao Zhang said, "If the price of 'lithium carbonate' can be stabilized above 10, the performance growth of 'Tianqi Lithium Industry' and 'Ganfeng Lithium Industry' will be at least ten times higher. , of course, according to this expectation, there is room for the stock price to increase at least 5 to 10 times.”

"That explains it." Lao Wu said, "Otherwise, with the Su brothers' previous trading logic and trading style, they would never have reduced their positions on a large scale and left the market before the expectations were realized."

"Xu Qiao, have you added your position back again?" Lao Wu asked.

"The trend of the 'liquor' sector must have completely reversed, right?" Lao Zhang said.

"It seems...this round of price increases has no intention of stopping yet." Xu Qiao said.

Brother Chen thought about it for a while and responded: "That's not necessarily the case. The 'liquor', 'white goods', and 'pharmaceutical' sectors are still very strong, but the expected logic of the 'real estate' sector is indeed not very clear at the moment. In the early stage, It is normal for funds that intervened to bet on the recovery of fundamentals and expected reversal of the industry and then gradually withdraw from the market after their intervention did not cause a sustained market trend and failed to form a unified long force in the market.”

"If the price of 'lithium carbonate' soars to more than 10, and the price of 'lithium hexafluorophosphate' soars to more than 15..." Xu Qiao thought for a while and said, "'Dofluoro', 'Tianci Material', 'Apocalypse' How much can the performance of Lithium Industry' and Ganfeng Lithium Industry, the most relevant companies in the upstream of the industry chain, increase? "

Xu Qiao responded: "Since the logic of expectations is getting stronger and stronger, the certainty of market trends is so high, the accumulation of funds is so serious, and the profit and loss rate is so high, there is no reason not to raise funds. It feels like a 'lithium battery' There are not many mainline investment opportunities, so it would be a pity not to seize them at this time.”

Brother Chen responded: "According to data surveyed by various institutions, the sales volume of 'new energy passenger vehicles' is also continuing to soar. Against the background of such changes in market fundamentals, the current supply of 'lithium batteries' exceeds demand in a short period of time." It will definitely be difficult to change. It is estimated that it will not take long. It is estimated that in half a month, the price of 'lithium carbonate' will soar to more than 10. Moreover, this demand gap will increase in a short period of time with the increase of related enterprises in the middle and lower reaches. The increase in production is expected to continue.”

"It's all said to be rumors." Old Wu said.

Lao Wu responded: "It should be said that it is, but the chip structure of the corresponding core stocks in this sector is relatively complicated. At present... in terms of flexibility, it is far less flexible than the 'lithium battery' main line sector, so... if we do it in the short and medium term Looking at the goals, the layout direction is definitely more suitable as the core line of 'lithium battery'."

"Agree." Xu Qiao laughed and said, "Resolutely go long. This time... until the price of 'lithium carbonate' exceeds 10, I will definitely not lighten up my position easily."

"Brother Chen should be full, right?" Lao Wu asked.

Brother Chen replied: "The position is almost full. It is rare to find a pattern. I will do mid-line operations for a while and hope to gain something."

"There will definitely be gains." Lao Zhang said, "Looking at this trend, the main rise of the 'lithium battery' sector is just around the corner. I haven't said anything yet... I will also try to increase my financing position tomorrow."

With the news in the group being refreshed, and the in-depth interpretation of the market by several big guys in the group.

Everyone is becoming more and more optimistic and radical about the future market trend of the core main line of the market, 'lithium battery', as well as the subsequent market trend of related popular leading stocks.

At the same time, due to the strong continuous profit-making effect demonstrated by the 'lithium battery' main line.

In the entire market, countless other retail investor groups, as well as a number of institutional investor groups in the industry, are investing more and more deeply in this main line sector.

And in the market, almost the vast majority of investor groups.

When everyone focuses on the main line investment direction of the 'new energy industry chain' and the main line of 'lithium battery'...

Shenzhen City, inside the 'Baoneng Group' building.

As the initiator of a plan that was strongly optimistic about the future development of the real estate industry and secretly purchased the shares of 'Kewan Real Estate' on a large scale, and attempted to join the 'Kewan Real Estate' group, Yao Guangming stared at the computer on the desk in front of him, and the price was fixed at around 15 yuan. 'Kewan Real Estate' stock price, listening to the secretary's report, the smile on his face became more and more intense.

"Chairman..." Secretary Dong Pingzhang continued to report, "Mr. Liu of the 'Kewan Real Estate' Group has agreed to transfer his shares to us through an agreement. He holds a total of 1.2% of the shares of Kewan Real Estate Group. , If we can get the shares from Mr. Liu, our shareholding ratio will be able to directly challenge the current actual control management of the 'Kewan Real Estate' Group. "

"Transfer by agreement." Yao Guangming asked, "What price does Mr. Liu want?" Dong Pingzhang said: "Mr. Liu requires a 20% premium based on the current market price, and it must be all cash."

"This guy... has a dark heart." Yao Guangming said, "Okay, promise him."

"Just agree to him like this?" Dong Pingzhang was stunned.

Yao Guangming said with a smile: "Compared with the demands of our plan, the 20% premium transfer price is not too excessive, and this 1.2% share is very important to us."

"What about the Huarui Group?" Yao Guangming said, "How is the contact going? If we take action, will they interfere?"

due to its historical development.

The largest shareholder of the 'Kewan Real Estate' Group is the 'Huarui Group' with a state-owned background.

However, due to historical development reasons, even though Huarui Group is the largest shareholder of Kewan Real Estate, it does not participate in the operation and management of the group. Therefore, the actual controller of the group is still the current management of Kewan Real Estate.

As long as 'Huarui Group' can maintain its previous principles and not participate in or interfere with the internal management issues of 'Kewan Real Estate'.

Well, based on the share of equity he currently holds in 'Kewan Real Estate'.

He has great confidence to join the 'Kewan Real Estate' Group, enter the board of directors through the shareholders' meeting, replace the current management team of 'Kewan Real Estate', and become the actual controller of this leading company in the real estate industry.

Dong Pingzhang responded: "We are still in contact, but according to my prediction, if we have a dispute with the current management team of Kewan Real Estate, Huarui Group will not intervene."

"I don't want you to predict." Yao Guangming said, "You must be able to confirm this."

"Okay." Dong Pingzhang said.

Yao Guangming continued to think for a while and said: "Within this month, I want a clear answer. Only when this is clear can our plan truly unfold."

Dong Pingzhang continued to nod in response, and then exited the office.

And when he exited Yao Guangming's office.

The time reached 5 pm, and the dragon and tiger rankings of the two cities were refreshed.

Among the stocks on the list, stocks in the main direction of the 'new energy industry chain' account for nearly half, and in the buying and selling seats of these stocks, institutional funds and hot funds still show a net buying trend .

This shows that the main funds of all parties in the market are active.

In the entire 'lithium battery' main line sector, the general increase has more than doubled, and there is still a large-scale convergence of core stocks in this sector.

Of course, in the first few trading days yesterday.

Working hand in hand with the main line of the 'new energy industry chain', it once created a continuous profit-making effect, attracting the attention of many large funds to the 'real estate' sector and its corresponding core popular stocks.

At this time, it lost its former glory.

Not only has the number of stocks on the list dropped sharply, but also the trading seats of several related stocks on the list.

The main funds also showed a general net selling trend.

In this market atmosphere where the market style is gradually changing, market investment sentiment continues to evolve, countless main funds come and go, and bears and bulls are all talking against each other.

the next few trading days.

The Shanghai Stock Index is still oscillating around 3500 points, with neither the motivation to continue to break through nor the potential to fall downwards.

Until time passes through November and enters December 11st, Tuesday.

Su Yi worked hard to lay out the plan, holding 20 billion chips in hand, like a hunter, waiting quietly for 'Kewan Real Estate', the leading stock in the real estate sector.

Finally, the 'Baoneng Department' decided to take a big gamble and give it a go.

Ushered in a full-scale explosion in stock prices.

After a brief ten-minute call auction, the market trading time had just entered 9:30.

On the market of 'Kewan Real Estate', which was originally shrinking and opened flat, a continuous stream of large orders with tens of thousands of hands emerged.

Su Yi's eyes are watching...

In just two or three minutes, the net inflow of major funds on the market exceeded the 1 million mark, and this trend continues to increase dramatically.

At the same time, due to the sluggish stock price trend of 'Kewan Real Estate' in many previous trading days.

And there is no change in the current news about this check.

When such a large-scale landlord buys funds to intervene, the selling force on the market, and the huge amount of latent orders lurking on this stock in the early stage, also follow the trend and gather selling.

As a result, the time-sharing trading volume of this check can explode rapidly in a very exaggerated manner.

However, no matter how big the selling volume of 'Kewan Real Estate' is on the market, the main buying funds that intervened in the market today have not flinched at all. He will eat as much as he sells on the market, and continues to do so. Investing tens of millions or hundreds of millions of funds, aggressively acquiring chips, and continuously pushing up the stock price of 'Kewan Real Estate'.

(End of this chapter)