Rebirth of the Capital Legend

Chapter 222: Sweeping the Dragon and Tiger List and selling out seats on the list!
"Why are there so many selling orders? The market quotation of 'lithium carbonate' has exceeded 12. As a result, the stock prices of 'Tianqi Lithium Industry' and 'Ganfeng Lithium Industry' have been going down recently. The selling orders on the market continue. It's really It’s weird.”

Noting that in the entire 'lithium battery' main line area, a number of core component stocks continued to be suppressed by disk selling.

The fund manager Zhou Sheng of the 'New Energy Hybrid Selection' fund product trading department of Huaxi Capital Company in Shanghai frowned, obviously not understanding.

"There is no way. In the past two or three months, the stock prices of core stocks such as 'Tianqi Lithium', 'Ganfeng Lithium' and 'Duofuoduo' have risen three or four times, and the internal profit accumulation is extremely serious. Even though The market quotations of 'lithium carbonate' and 'lithium hexafluorophosphate' are still rising, but it is normal for profits to continue to be sold under the inducement of huge floating profits." Tian Xiaohui, leader of the fund trading team, responded, "I feel as long as ' The market demand explosion trend of the core main line of the new energy industry chain is still there, and the price increase trend of 'lithium carbonate' and 'lithium hexafluorophosphate' is still there, so the continued profit-making selling pressure will not affect the stocks themselves. We don’t need to pay too much attention to the stock price trend.

and……

As long as the expectations for the entire 'new energy industry chain' and the main line of 'lithium battery' investment are increasing.

There will always be more institutional funds coming in to lift the sedan and take over the market chips.

According to the expectation of the outbreak of 'new energy vehicles' and the subsequent demand expansion and demand gap analysis of the 'lithium battery' industry, the price increases of 'lithium carbonate' and 'lithium hexafluorophosphate' are far from being in place. If the prices of these two core products Able to stabilize above 10.

So according to the predictions of our research team.

The reasonable valuation of 'Tianqi Lithium Industry' should be able to reach the 800 billion mark, while the market value of 'Duofuoduo' and 'Ganfeng Lithium Industry' can reach the billion mark.

"That is to say...it's unlikely that hot money and big investors are destroying the market, right?" Zhou Sheng said.

Therefore, whether we analyze the stock price increase or the fundamental supply and demand gap, the hype on the main line of the 'new energy industry chain' and the investment market on the main line of 'lithium batteries' are far from over, and according to our Data from the Investment Research Department.

This past month.

"This guy on Fuxing Road, Financial Street, is just a gambler." Tian Xiaohui said, "This person's trading methods cannot be judged by common sense."

According to this goal, there is still a long way to go.

According to the recent Dragon and Tiger ranking data of these stocks, it seems that there are no traces of Niu San with a large amount of funds and the main hot money in the market continuing to increase their positions or continuing to smash the market. "

Because it was not disclosed in the company's third quarter report.

Whether it is 'Tianqi Lithium Industry' or the two core stocks of 'Duofuoduo' and 'Ganfeng Lithium Industry'.

Tian Xiaohui responded: "Absolutely impossible. Judging from the market trend, 'Apocalypse Lithium', 'Ganfeng Lithium', 'Duofuoduo', 'Tianci Materials'... the market of these 'lithium battery' main line popular stocks The trend patterns are obviously somewhat similar, and the profit-taking selling pressure and net outflow of selling funds on these days have exceeded tens of millions. Preliminary estimates...the funds for this stock to reduce positions and take profits, but today's huge amount In half a day, more than 3 million chips were sold. Could this be the work of market hot money and big investor Niu San? "

"I remember that the capital of 'Financial Street Fuxing Road' had a lot of chips on the main line of 'lithium battery'." Zhou Sheng said, "For example, 'Penghui Energy', 'Dangsheng Technology', 'National "

Zhou Sheng pondered for a while and asked: "According to the data of our investment research department, the current core weights of 'Tianqi Lithium', 'Ganfeng Lithium', 'Polyfluoride'... these 'lithium battery' main lines are popular In stocks, what are the major investment institutions with large positions?

Tian Xiaohui thought for a while and said: "According to public information disclosed by the market, in terms of industry institutions, 'Jufeng Assets', 'Noan New Energy Industry Investment Fund', 'Anhe Capital', 'Zhaohui Capital Fund No. 1'... ...and other institutions have a larger share of positions in these stocks.

"It's not impossible!" Zhou Sheng said, "Look at yesterday's block transaction data of 'Kewan Real Estate', you can imagine that the capital of 'Financial Street Fuxing Road' has invested in the stock of 'Kewan Real Estate'. Is there more than 30 billion in capital chips lurking? More than 30 billion... Many institutional investment funds in the industry do not have this size. "

Aren't the relevant 'new energy' investment institutions in the industry actively participating in large-scale increases in positions? "

Zhou Sheng heard Tian Xiaohui's words and responded: "From the fundamental analysis, we can draw the conclusions you just mentioned, but from the market analysis, judging from the market capital flow of these stocks, we can also clearly feel that The market pattern of these core stocks continues to weaken.”

Zhou Sheng said: "It is not a matter of the magnitude of the correction, but a comprehensive net outflow of funds on the market, and this selling force continues to increase and amplify as the market trading time goes by. This makes people feel very uneasy and difficult. I am optimistic about the future market.”

As for the hot money of large players in the market, there is also position data for Niu San, which has a large amount of funds.

As of now...

"The selling pressure is indeed heavy," Tian Xiaohui said, "but the magnitude of the stock price correction is actually not large."

"But in terms of news and fundamentals, there is currently no relevant bad news." Tian Xiaohui said, "With such continued selling, who could it be?"

Therefore, we don’t know. We can only roughly understand something from the recent Dragon and Tiger ranking data of these tickets.

Tian Xiaohui said: "Previously, the 'Financial Street Fuxing Road' capital did place a lot of positions on the 'lithium battery' main line, but with the surge in the 'lithium battery' main line, some time ago... this capital had already He has already left the market. According to market news, the capital of 'Financial Street Fuxing Road' has the largest amount of funds in hand, and it is only a few billion in size. Now he has passed the stock of 'Kewan Real Estate'. The bulk trading channel sold a total of 36 billion chips. According to the news... this should be his entire position.

This time period...

It is unlikely that this fund will hold large-scale positions in other main lines of the market.

Therefore, I am sure that currently on the core stocks related to the main line of 'lithium battery', large-scale selling is taking profit and suppressing the market trend of the main funds.

There is absolutely no way it is the main source of hot money like 'Financial Street Fuxing Road'.

There is a high probability that these are the institutions in the industry that I just mentioned. Among them... I feel that the possibility of 'accumulating assets' will be greater. "

"Why do you think 'Jufeng Assets' is more likely?" Zhou Sheng asked.

Tian Xiaohui said: "Based on the recent net value trends and position data of fund products released by 'Jufeng Assets', this institution's positions on the main line of 'lithium batteries' have the most cost advantage and the most motivation to reduce positions and stop profits."

"Jufeng Assets..." Zhou Sheng pondered the motives of this organization and did not reply for a while.

And when he guessed the other party's motivation for reducing positions and taking profits.

At this time, within the 'Jufeng Asset Management Company', the 'Jufeng Future Growth' fund product trading department, Lu Xiangxiang, as the fund manager, saw that 'Tianqi Lithium Industry', 'Ganxi Lithium Industry' and 'Ganxi Lithium Industry' continued to be under pressure and continued to increase their volume and buck the trend. For a while, my heart was full of doubts about the market trend of popular core stocks such as "Lithium Battery" and "Dofluoro"... etc.

"Mr. Lu, I feel that the trend of these core stocks in the main line of 'lithium battery', which we have a heavy position in, is weird!" While Lu Xiangxiang was thinking, Yu Xiaolu, the core trader of the fund, noticed the abnormal situation on the market and reported it immediately. Said, "The selling pressure is too heavy, and the market volume is serious. It is obvious that a certain main force in the market is selling chips crazily, and seems... in a hurry to leave the market."

"Yes, I saw it." Lu Xiangxiang nodded slightly. When Yu Xiaolu heard Lu Xiangxiang's response, she paused and continued: "Since the market opened...the selling pressure on the market has been continuing. As long as there are active buying orders, the funds will sell without hesitation." , and multiple stocks were sold at the same time, so eager to reduce positions and take profits to leave the market... I am worried that there is something wrong with the news? "

"In the news, I haven't heard any negative news." Lu Xiangxiang said, "And in terms of market quotations, the prices of 'lithium carbonate' and 'lithium hexafluorophosphate' are still in a continuous upward trend."

"Then this is strange." Yu Xiaolu said, "The amount of funds sold on the market is huge."

"It should be an industrial investment fund making a large-scale position adjustment at the end of the year." Lu Xiangxiang said, "It doesn't matter, as long as there are no problems with the fundamentals of the main line of 'lithium battery', and at the same time, the prices of 'lithium carbonate' and 'lithium hexafluorophosphate' If it is still rising, the market trend will not stop. It is normal for some people to leave and others to enter. Maybe at this position, the internal chips will be fully exchanged, which will be conducive to the further fermentation of the market. "

But despite what she said, her eyes saw many core stocks of 'lithium battery'.

The net outflow of main funds has reached more than 100 million yuan.

I still feel a little uneasy.

However, before the specific selling motivation of the selling funds has been clarified, and no unexpected major negative situation has been discovered.

Even if she is worried, she will not sell off the chips in her hand easily.

After all, with the explosion of demand in the 'new energy industry chain' and the growing demand gap in the 'lithium battery' market.

The core chips of the entire 'lithium battery' main line are still relatively scarce.

If there are no problems with the fundamentals and news at this position, then it will be very difficult for her to buy back the chips after she rashly sold a large amount of chips.

However, in her inner anxiety and hesitation.

'Apocalypse Lithium', 'Ganfeng Lithium', 'Dofluoro'... and many other 'lithium battery' mainline core stocks have exploded in daily volume, showing the same pattern of opening high and moving low, bucking the trend. A sharp decline pattern.

Among them, stocks such as 'Tianci Materials', 'Penghui Energy', and 'Dangsheng Technology' are slightly lacking in market liquidity.

It bucked the trend and plunged more than 7%, leading the decline in stocks in the two cities.

Faced with the main line of the entire 'new energy industry chain' and the 'lithium battery' sector, which was significantly weaker than the broader market of the two cities, it bucked the trend and fell sharply.

After the market closed, all the investor groups gathered in this core main line area.

There is some disappointment inside.

There are even many hot money and smart investors who have a keen sense of the market.

The strategy has begun to be adjusted, from the previous aggressive long-term strategy to a cautious long-term strategy, or a strategy of immediate reduction of positions and profit taking.

"With the main line of 'lithium battery' going like this, it's obviously getting weaker!"

During the resumption period after the closing of the two cities, Su Yi's main hot money group of the 'Modu Super Short Gang' has gradually begun to move in the direction of 'real estate', especially the stock market of 'Kewan Real Estate' which still shows a surge in volume. On the forum, Xu Qiao, who had taken profit and reduced his position and retreated, asked: "Looking at the amplified energy in this moment, could it be said that... after the Su brothers comprehensively cut profit on the stock of 'Kewan Real Estate', they are now reducing their position and taking profit on a large scale." ‘Lithium battery’ main line bargaining chip?”

"It's very possible." Lao Zhang said, "'Penghui Energy' and 'Dangsheng Technology' had a huge shock of 13 points during the day, and almost closed at the limit. These two stocks were clearly large-scale by the Su brothers before. Regarding the stocks that I hold, I feel that Brother Su is definitely reducing his position on a large scale and taking profits on the main line of 'lithium battery'."

Old Wu paused and said: "It seems that Brother Su is really not optimistic about the subsequent market trend."

"Is this round of rebound reaching its peak?" Xu Qiao asked.

Brother Chen responded: "It's hard to say, but the market volume can not advance but retreat. The main line of 'lithium battery' has exploded at a high level. I feel that it is indeed difficult to continue to break through the market's rebound this time."

"The current hot spot in the entire market is the stock of 'Kewan Real Estate'." Lao Zhang said, "I don't know that the stock of 'Kewan Real Estate' is managed by the 'Baoneng Department' and the 'Kewan Real Estate' group. In the battle for equity at the top level, can it lead the 'real estate' sector to another round of market expansion and continue to create new heights? "

Brother Chen said: "I'm afraid it will be difficult. I heard that the management of the 'Kewan Real Estate' Group is already seeking 'foreign aid', and the 'real estate' sector has experienced a huge increase recently, and the market profit margin The accumulation is also quite heavy. Without the support of capital, the probability of continuing to break through is extremely small.”

"If today's large-scale reduction of positions and profit-taking funds on the market are really the Su brothers..." Lao Wu said, "then we really need to be cautious about the subsequent market trend."

"Look at the time, the dragon and tiger list will be refreshed soon." Xu Qiao said, "Look at the dragon and tiger list."

With his words...

Soon, 5 o'clock arrived, and the rankings of the two cities were refreshed.

Several core stocks in the main line of 'lithium batteries', including 'Penghui Energy', 'Dangsheng Technology' and 'Tianci Materials', which had a huge shock of more than ten points in one day, were on the list without any surprise. At the same time, they are still prepared. 'Kewan Real Estate', which has received much attention from the market, is also on the list.

According to the refreshed dragon and tiger list.

I saw that in the stock trading seat of 'Kewan Real Estate', the seat of 'Huayin Securities Shenzhen Branch' to which 'Baoneng Group' belongs is still actively increasing positions and buying chips at high levels, and the net purchase amount during the day is still the same. With a capital of more than 3 million, his determination to seize control of the 'Kewan Real Estate' Group has not flinched at all from his buying behavior.

As for the three stocks of 'Penghui Energy', 'Dangsheng Technology' and 'Tianci Materials', they are on the trading seats on the Dragon and Tiger List.

The 'Financial Street Fuxing Road' trading seat used by Su Yi can be said to be a monopoly, sweeping the selling list of three stocks, with a total selling amount of more than 4 million.

As for the buying seats of the three stocks, the main buying forces are all institutional seats.

"Oh my god, what's going on? How many chips do you still have to throw away from the 'Financial Street Fuxing Road' capital!"

When we saw that Su Yi's 'Financial Street Fuxing Road' trading seat swept across the selling list on the dragon and tiger lists of the two cities, the entire domestic financial circle, especially the many institutions that took over the orders during the day, took over Su Yi's selling chips. , as well as those large financial institutional groups that are firmly bullish on the main line of the 'new energy industry chain' and firmly bullish on the core stocks of 'lithium batteries', were shocked and instantly dumbfounded.

(End of this chapter)