Rebirth of the Capital Legend

In addition to the opening performance of various indices.

Specifically, this includes the performance of major market trends, popular sectors, and stocks related to popular concepts.

The liquor, white goods, pharmaceutical, consumer goods, power, financial, and petrochemical sectors, which are strongly correlated with the A50 index, all opened slightly higher and remained in line with the A50 index. Among them, the liquor and white goods sectors were significantly stronger than the index.

The indices of sectors such as real estate, construction and decoration, building materials, non-ferrous metals, steel, and coal, which are part of the "major infrastructure" theme, generally opened slightly higher. Among them, the three core sectors of real estate, construction and decoration, and building materials opened significantly higher and generally outperformed the Shanghai Composite Index.

Among the non-ferrous metals, steel, and coal sectors, the steel and coal sectors basically remained flat at the open.

The non-ferrous metals sector opened slightly higher, benefiting from the lithium battery sector within the 'new energy industry chain' main theme. However, the increase was less than that of the real estate, construction decoration, and building materials sectors.

Within the main theme of the 'new energy industry chain,' the major sectors of automobile manufacturing, auto parts, and auto decoration all opened significantly higher, continuing yesterday's strong performance. Other related industry sectors and concept sectors also opened significantly higher.

Within the main theme of the "smartphone industry chain," sectors such as electronic information, semiconductor applications, and instrumentation generally opened flat or slightly lower. Among the related concept sectors, only the "Apple concept" sector maintained a slightly higher opening; the rest of the related sectors generally opened significantly lower.

The core sectors of the "emerging industrial chain"—film and television media, internet software, and internet applications—all opened significantly lower, and after a substantial rebound yesterday, they continued to lead the decline among market sector indices at today's opening.

As for other industry sectors besides these core sectors.

Most of them opened flat or slightly lower.

Beyond the performance of sector indices...

Performance of major popular stocks.

Within the "major infrastructure" sector, "Oriental Yuhong" opened 6.11% higher, showing extremely strong performance. "Huaxin Cement" opened 5.49% higher, but its gains slowed down during the opening auction. "Beijiang Jiaojian," on the other hand, maintained a gain of 9.79%, almost hitting the daily limit, making it the strongest core leading concept stock in the entire "major infrastructure" sector.

Other popular concept stocks, such as Shougang Group, Financial Street, and Tianshan Cement, which have lower market recognition, maintained a slightly higher opening, or opened flat or slightly lower.

As for the leading stocks in the core industries of the 'major infrastructure' sector.

Stocks such as 'Huaguo Construction', 'Huaguo Railway Construction', 'Huaguo Communications Construction', 'Poly Real Estate', 'Gemdale Group', and 'China Merchants Shekou' generally opened in line with the Shanghai Composite Index, showing a slight opening increase. The active buying funds were quite evident during their opening auction.

A number of popular stocks along the 'new energy industry chain'.

Stocks such as Tinci Materials, Do-Fluoride Chemicals, Ganfeng Lithium, Tianqi Lithium, Shuguang Shares, JAC Motors, and Changan Automobile... basically maintained their opening price at the daily limit. Throughout the pre-market auction, there was a clear trend of major funds and active short-term funds scrambling to buy.

Along the 'Apple supply chain'.

Stocks such as 'Lixun Precision', 'Goertek', 'O-Film Tech', and 'Changying Precision' generally opened slightly higher, while other non-core Apple concept stocks and other popular stocks related to the smartphone supply chain generally opened slightly lower.

The performance of popular concept stocks in the film and television media, internet software, and internet applications sectors, which are key areas of the "emerging industry chain," is as follows...

After a fierce pre-market auction, the stock 'Huawen Online' opened at a 3.39% gain, while 'Huawen Media,' which is closely related to its performance, opened significantly lower at 4.78%. As for 'Guangdong Media,' its opening performance was even weaker, opening directly at 6.39%, almost completely erasing the gains from last Friday.

Other stocks include LeTV, Netspeed Technology, Baofeng Technology, and Quantong Education.

All of them opened significantly lower, and the gap down was much larger than that of the ChiNext Index, Huazheng 500 Index, and CSI 1000 Index, becoming the main force dragging down the market.

In stark contrast, the main sectors of the market's weighted index are the primary areas.

In the liquor and white goods sectors, stocks such as Moutai, Wuliangye, Luzhou Laojiao, Gree Electric Appliances, and Midea Group all opened slightly higher.

The stocks of the four major banks in the financial sector also opened slightly higher.

Overall, based on the opening situation and the performance of specific popular stocks...

After a fierce ten-minute pre-market auction, the performance of the major market themes showed a clear hierarchy, with strong emphasis from core institutional investors and concentrated speculation by numerous active short-term trading groups.

"As expected, the strongest one is still the 'new energy industry chain'."

Faced with the final opening performance of the two stock exchanges, countless retail investors gathered on online stock investment exchange platforms couldn't help but sigh, seemingly quite surprised by the opening results.

"Of course! With such a huge positive factor for the 'new energy industry chain,' it would be unreasonable for it not to open significantly higher today. It's just unexpected that the 'emerging industry chain' sector, which performed very strongly last Friday afternoon, especially the internet software, internet applications, and film and television media sectors, would perform so weakly. Especially 'Guangdong Media' stock, it's just... Compared to its limit down position last Friday, it has basically not risen at all, completely missing out on the market."

"Guangdong Media's stock is really disappointing. Even with selling pressure, it shouldn't be this weak, right?" "It's not just Guangdong Media's stock that's weak. Apart from 'Huawen Online', which stock on this line held up at the open? They all opened lower."

"The 'Chinese Media' check is really bad, it's so much undervalued."

"Huawen Media is alright, after all, it rebounded from the bottom to the top last Friday. Even if it opens at the limit down today, you can still make a 10% profit. The worst is Guangdong Media. Its performance last Friday was so far behind the market, and it's still so weak at the opening today."

"LeTV, Netspeed Technology, Baofeng Technology... these stocks that are heavily weighted in the ChiNext index also showed weak performance at the opening."

"I feel that the check for 'Chinese Online' is the only one that's somewhat presentable and meets my expectations."

"Well, although 'Huawen Online' didn't open at the daily limit, it did manage to surpass the previous high, so it feels like there's still room for it to rise further."

"I'm afraid it's difficult. After all, the three major sectors of film and television media, internet software, and internet applications are not performing well. Can this stock really go on its own? Looking at the overall market trend, it's obvious that the active funds in the market, as well as the major institutional funds, have all been siphoned off by the 'new energy industry chain' sector. Several core leading stocks in the 'new energy industry chain' sector have opening orders of over 50 lots, which is terrifying."

"There's no way around it. There are just too many positive factors in the 'new energy industry chain.' Not to mention the favorable policies, Su Zong's 'Fuxing Road' and 'Huayi Capital' seats are also increasing their positions. With so many positive factors, it's no wonder that the main funds in the market are being siphoned off. However, many core leading stocks in the 'new energy industry chain' opened at their daily limit, which means that many major funds and speculative funds will find it difficult to buy shares. I feel that after the market officially opens, these funds that obviously can't buy shares will definitely withdraw their orders and flow to other main sectors. At that time, there may be quite a few opportunities in other main sectors."

"Even if the core leading stocks of the 'new energy industry chain' are still unavailable for purchase today, I feel that the excess funds will not flow into the relatively weak film and television media, internet software, and internet application sectors, but will most likely flow into the 'major infrastructure' sector."

"Yes, currently, besides the 'new energy industry chain' sector, the strongest theme in the entire market, and the one with the most obvious bullish sentiment, is indeed the 'major infrastructure' sector. This is also the area where Mr. Su's 'Fuxing Road' and 'Huayi Capital' institutional seats are heavily invested and currently have a significant position. Furthermore, Mr. Su has continued to increase his holdings in 'Oriental Yuhong' after it hit a new high. I think this is very noteworthy. Looking at today's opening, 'Oriental Yuhong' is the second-highest opening price in the entire 'major infrastructure' sector, second only to 'Beijiang Jiaojian'. It feels like 'Oriental Yuhong' is still the absolute leader in the entire 'major infrastructure' sector!"

"I would say that today's 'Oriental Yuhong' stock is still a good buy."

"A new high, freeing up all those trapped in the market, definitely a good buying opportunity, but I'm out of positions...sigh...I can't even buy if I want to!"

"I have to admit, the stock 'Oriental Yuhong' is really amazing, its performance has always been stronger than the market."

"This is the most crucial leader in the market. The real leader never cheats people."

"That's right. Looking back at the market, the real leaders are those that make money for everyone and never cheat people. Even if you buy at a high cost in the short term, you can always break even by holding on. Compared to 'Oriental Yuhong,' companies like 'Huaxin Cement,' 'Huawen Online,' and 'Quantong Education' are all fake leaders."

"Not necessarily. 'Huawen Online' is actually one of the few stocks that has recently hit a new high. It's one of only two stocks in the market to reach a new high recently. I feel that we can't say for sure about this stock yet. Maybe after the market opens and there is a lot of volatility, this stock can still perform well."

"It will be very difficult for 'Chinese Online' to gain wider recognition."

"In comparison, is the probability of 'Huaxin Cement' actually higher?"

"Huaxin Cement is currently competing with Oriental Yuhong and Beijiang Jiaojian. It seems that if Huaxin Cement wants to become the true leading stock in the 'major infrastructure' sector, it will have to compete with these three stocks."

"These three checks follow slightly different logics, don't they?"

"I feel that 'Oriental Yuhong' is more like the leading stock in the 'major infrastructure' sector than a concept leader. 'Beijiang Jiaojian' has a relatively small circulating share capital, making it unsuitable for larger speculative funds to enter and exit the market. It also seems unlikely to generate genuine multi-stock capital synergy and become the true sentiment leader in the 'major infrastructure' sector. Overall, I think 'Huaxin Cement' is more suitable. After all, compared to the other two stocks, it's at a lower price and has more market popularity. It has already hit two limit-up days, and the probability of it turning from divergence to consensus today is very high."

"Isn't it better to have a smaller circulating supply?"

"That's not necessarily true. For many major speculative funds, if the circulating shares are too small, it's not easy to enter and exit, so there's no value in participating. Stocks like 'Beijiang Jiaojian' are only suitable for small speculative funds to speculate on in groups. They can't support large groups of funds. So you see, even though this stock's performance is much stronger than 'Huaxin Cement' and 'Oriental Yuhong', the market enthusiasm and discussion are significantly lower."

"That's true. Sigh... Let's see which one performs best later. We'll go for whichever one really pulls off."

"Is nobody paying attention to the Apple supply chain?"

"The Apple supply chain is not bad, but apart from a few core Apple concept stocks, the other stocks are in the same state as the film and television media, internet software, and internet application sectors. So I think that with the overall performance being relatively weak, the few leading Apple concept stocks that have maintained a strong opening will probably find it difficult to maintain their strength after the market officially opens."

"Sigh, the market opened below expectations today, probably because there were too many profit-taking orders accumulated yesterday?"

"Yes, that's about right. During yesterday afternoon's extreme market reversal, many speculative funds probably made profits of over 10% within the day. These funds can't help but sell off to lock in profits. I think if we want the market to perform well today, we should stabilize the situation and be cautious."

"Is caution unnecessary? Looking at the opening performance of the Shanghai Composite Index, even if the market fluctuates significantly today, the index risk is definitely not high. I think it's okay to be a little more aggressive and chase hot stocks. There's no problem with that. So many bargain hunters came in yesterday. It's unlikely that all of these funds are for day trading. There will always be some funds that continue to hold their positions or continue to increase their positions because they are optimistic about the future."

"Sigh, let's hope it doesn't turn into a day trip."

Amidst heated discussions among numerous retail investors.

The brief trading halt from 9:25 to 9:30 AM passed quickly, and the two stock exchanges resumed their official trading session. (End of Chapter)